How many institutions own PRFD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PRFD shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling PIMCO Preferred And Capital Securities Active Exchange-Traded Fund stock?

FORUM FINANCE GROUP S.A., in the last quarter, reduced its stake in PRFD by -70.22% restricting it's holding to 4.24 thousand shares of worth nearly $176.00K. AE WEALTH MANAGEMENT LLC also lessened -4.96% of the PRFD shares from its portfolio, reducing its holding to 10.45 thousand shares of worth $536.43K. HIGHTOWER ADVISORS, LLC also shunned PRFD shares holding by -1.43% last quarter which brought its holding to 32.38 thousand shares worth $1.66M.

Investors who are buying PRFD stock?

As per its latest 13F filing, STEWARD PARTNERS INVESTMENT ADVISORY, LLC increased its stake in PRFD by 132% in the last quarter. The institutional holder raised its holding to 232 shares having worth more than $11.91K. WHITTIER TRUST CO OF NEVADA INC also added 120% more shares of PRFD to its portfolio, raising its holding to 253 shares of worth $12.91K. GLOBAL RETIREMENT PARTNERS, LLC also increased its PRFD shares holding by 100% which brought its holding to 662 shares worth $34.00K.

PRFD's major insiders: who are they?

The insider with the most stakes in PRFD is N/A , N/A at the company. Additionally, PRFD stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell PRFD stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Preferred And Capital Securities Active Exchange-Traded Fund's stock. Within the last six months, there have been 0 transaction(s) in which PRFD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

How much of PRFD does insiders own?

Around 0 PIMCO Preferred And Capital Securities Active Exchange-Traded Fund shares are held by insiders, which represents about N/A of PRFD stock.

Who is the insider with the largest stake?

PRFD N/A, N/A holds the largest portfolio of the company's shares. PRFD shares owned by N/A total nearly -.

Which institution holds the most shares in PRFD?

STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the largest institutional owner in PRFD which holds 232 shares worth $11.91K or 0.01% of the total PRFD shares outstanding followed by WHITTIER TRUST CO OF NEVADA INC with ownership of 253 shares representing 0.01% of the PRFD ownership. PRIVATE TRUST CO NA is the third largest stakeholder with 520 shares or 0.01% of the ownership worth more than $26.70K.

Is there a short position on PRFD's shares?

Number of PRFD shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding PRFD shares are there?

As of today, null shares of PRFD are outstanding.

Is there many float in PRFD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PRFD has null shares in float.

PRFD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PRFD is null.

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) insider trading activity: Get Latest News Today

Q: Which insider recently purchased PRFD stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO Preferred And Capital Securities Active Exchange-Traded Fund insiders have bought stock, totalling 0 shares

Q: Is PIMCO Preferred And Capital Securities Active Exchange-Traded Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PRFD is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the top corporate investor, holding 232 shares valued at $11.91K. A 0.01% stake in PIMCO Preferred And Capital Securities Active Exchange-Traded Fund is owned by the company. WHITTIER TRUST CO OF NEVADA INC owns 253 shares valued at $12.91K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	232	11.91K	132	+132.00%
Jun 30, 2026	WHITTIER TRUST CO OF NEVADA INC	0.01%	253	12.91K	138	+120.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	520	26.7K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.01%	642	32.97K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	662	34K	662	+100.00%
Jun 30, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.08%	3.52K	180.81K	1	+0.03%
Jun 30, 2026	KELLEHER FINANCIAL ADVISORS	0.09%	3.97K	203.9K	48	+1.22%
Jun 30, 2026	FORUM FINANCE GROUP S.A.	0.1%	4.24K	176K	-10K	-70.22%
Jun 30, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.1%	4.52K	232.09K	149	+3.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.14%	6.05K	310.79K	1.75K	+40.80%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	6.79K	348.39K	6.79K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.18%	7.97K	409.44K	2.66K	+50.08%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.21%	9.23K	474.03K	2.66K	+40.43%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.31%	13.46K	690.97K	13.46K	+100.00%
Jun 30, 2026	TREK FINANCIAL, LLC	0.31%	13.79K	707.97K	13.79K	+100.00%
Jun 30, 2026	MATTSON FINANCIAL SERVICES, LLC	0.4%	17.44K	888.71K	1.21K	+7.46%
Jun 30, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.46%	20.06K	1.03M	2.92K	+17.02%
Jun 30, 2026	PALADIN WEALTH, LLC	0.53%	23.12K	1.19M	2.22K	+10.61%
Jun 30, 2026	MARINER, LLC	1.4%	61.48K	3.16M	37.44K	+155.78%
Jun 30, 2026	BRIGHTON JONES LLC	1.44%	63.43K	3.26M	54.48K	+609.10%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.89%	39.35K	2.02M	3.47K	+9.66%
Jun 30, 2026	RFG ADVISORY, LLC	2.14%	94.04K	4.83M	79.01K	+525.63%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	2.76%	121.56K	6.24M	9.92K	+8.88%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	2.89%	127.33K	6.54M	17.08K	+15.49%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	5.23%	230.11K	11.82M	14.73K	+6.84%
Jun 30, 2026	LPL FINANCIAL LLC	7.76%	341.55K	17.54M	22.59K	+7.08%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	27.53%	1.21M	62.22M	89.2K	+7.95%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.04%	1.64K	84.2K	1.64K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	2.29K	117.49K	80	+3.62%
Jun 30, 2026	WILLIAMS & NOVAK, LLC	0.15%	6.76K	347.1K	6.76K	+100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.21%	9.25K	474.78K	712	+8.34%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.24%	10.45K	536.43K	-545	-4.96%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	10.72K	550K	1.14K	+11.95%
Jun 30, 2026	IFG ADVISORY, LLC	0%	74	3.8K	74	+100.00%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0%	107	5.49K	17	+18.89%
Jun 30, 2026	ALLIANZ ASSET MANAGEMENT GMBH	28.94%	1.27M	65.4M	28	0.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.74%	32.38K	1.66M	-471	-1.43%
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0%	147	7.52K	147	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	260	13.35K	0	0
Jun 30, 2026	BROWN FINANCIAL ADVISORS	0.75%	33.17K	1.7M	1.21K	+3.79%
Jun 30, 2026	CERITY PARTNERS LLC	1.04%	45.7K	2.35M	5.56K	+13.85%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	1.22%	53.63K	2.75M	4.44K	+9.03%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	23	1.18K	19	+475.00%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0%	47	2.42K	-19	-28.79%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	179	9.19K	127	+244.23%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	194	9.96K	0	0
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0%	198	10.17K	-283	-58.84%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0%	200	10.27K	200	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.04%	1.79K	92K	0	0
Jun 30, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0%	213	10.94K	0	0
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.19%	8.54K	432.47K	8.54K	+100.00%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0%	0	-	-1.73K	-100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0.91%	40.14K	2.03M	40.14K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	1.79K	91K	-10.1K	-84.97%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	1.12%	49.19K	2.49M	3.2K	+6.96%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	4.89%	215.38K	10.91M	17.4K	+8.79%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0%	66	3.35K	-2	-2.94%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	5.07K	0	0
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0%	115	5.83K	115	+100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	194	9.83K	-3	-1.52%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0%	213	10.79K	0	0
Mar 31, 2026	KELLEHER FINANCIAL ADVISORS	0.09%	3.92K	198.78K	221	+5.97%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.1%	4.3K	217.85K	4.3K	+100.00%
Mar 31, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.1%	4.37K	221.48K	4.37K	+100.00%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.12%	5.31K	268.81K	5.31K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.12%	5.31K	269.21K	-1.04K	-16.42%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.15%	6.57K	333.11K	889	+15.64%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	9.57K	485K	1.36K	+16.54%
Mar 31, 2026	GTS SECURITIES LLC	0.23%	10.08K	510.55K	-5.43K	-35.03%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.25%	10.99K	556.94K	-143	-1.28%
Mar 31, 2026	MATTSON FINANCIAL SERVICES, LLC	0.37%	16.23K	822.12K	357	+2.25%
Mar 31, 2026		0%	0	-	-5.86K	-100.00%
Mar 31, 2026	MAGNOLIA CAPITAL ADVISORS LLC	0%	0	-	-18.06K	-100.00%
Mar 31, 2026	SOL CAPITAL MANAGEMENT CO	0%	0	-	-34.34K	-100.00%
Mar 31, 2026	BRIGHTON JONES LLC	0.2%	8.95K	453.26K	8.95K	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	520	26.35K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	642	32.53K	642	+100.00%
Mar 31, 2026	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.39%	17.14K	868.65K	2.67K	+18.46%
Mar 31, 2026	PALADIN WEALTH, LLC	0.47%	20.9K	1.06M	660	+3.26%
Mar 31, 2026	MARINER, LLC	0.55%	24.04K	1.22M	-24.01K	-49.97%
Mar 31, 2026	BROWN FINANCIAL ADVISORS	0.73%	31.96K	1.62M	-1.09K	-3.30%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	1.23%	54.32K	2.75M	-38.91K	-41.73%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	2.5%	110.25K	5.59M	29.83K	+37.09%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	25.5%	1.12M	56.88M	46K	+4.27%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	28.94%	1.27M	64.54M	193.75K	+17.94%
Mar 31, 2026	A4 WEALTH ADVISORS LLC	0%	0	-	-5.86K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-21	-100.00%
Mar 31, 2026	NETWORTH ADVISORS, LLC	0%	90	4.56K	-33	-26.83%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.01%	481	24.37K	-627	-56.59%
Mar 31, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.08%	3.52K	178.36K	-927	-20.85%
Mar 31, 2026	FORUM FINANCE GROUP S.A.	0.32%	14.24K	576K	14.24K	+100.00%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	2.54%	111.64K	5.66M	7.61K	+7.31%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.82%	35.89K	1.82M	1.49K	+4.32%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.75%	32.85K	1.66M	1.65K	+5.29%
Mar 31, 2026	RFG ADVISORY, LLC	0.34%	15.03K	761.68K	15.03K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	2.21K	111.88K	-80	-3.50%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	18	912	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	260	13.17K	260	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	52	2.62K	-5.86K	-99.12%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	4	203	0	0
Mar 31, 2026	LPL FINANCIAL LLC	7.25%	318.96K	16.16M	10.28K	+3.33%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.83%	34.4K	1.77M	233	+0.68%
Dec 31, 2025	KELLEHER FINANCIAL ADVISORS	0.09%	3.7K	190.69K	3.7K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	5.91K	304.37K	-13.62K	-69.74%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.14%	5.69K	292.83K	-220	-3.73%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.99K	102.4K	19	+0.96%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	4.78%	197.99K	10.2M	77.72K	+64.62%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	197	10.15K	197	+100.00%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	4	206	0	0
Dec 31, 2025	MORGAN STANLEY	0%	0	-	-269	-100.00%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	2.25%	93.23K	4.8M	-1.01K	-1.07%
Dec 31, 2025	GTS SECURITIES LLC	0.37%	15.51K	798.82K	15.51K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.29%	11.89K	612K	-9.38K	-44.10%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	2.29K	117.85K	430	+23.14%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	21	1.08K	21	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	18	927	-40	-68.97%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	5.15K	100	+100.00%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0%	68	3.49K	68	+100.00%
Dec 31, 2025		0%	123	6.34K	123	+100.00%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	27.5%	1.08M	55.45M	32.36K	+3.10%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	25.9%	1.08M	55.63M	-189.37K	-14.92%
Dec 31, 2025	LPL FINANCIAL LLC	7.4%	308.69K	15.9M	16.4K	+5.61%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.5%	104.03K	5.36M	11.99K	+13.03%
Dec 31, 2025	MARINER, LLC	1.16%	48.05K	2.48M	25.24K	+110.65%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	1.11%	45.99K	2.38M	1.45K	+3.26%
Dec 31, 2025	SOL CAPITAL MANAGEMENT CO	0.88%	34.34K	1.77M	1.37K	+4.16%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.8%	31.2K	1.61M	1.01K	+3.35%
Dec 31, 2025	PALADIN WEALTH, LLC	0.52%	20.24K	1.04M	169	+0.84%
Dec 31, 2025	MATTSON FINANCIAL SERVICES, LLC	0.38%	15.87K	817.36K	-125	-0.78%
Dec 31, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.35%	14.47K	745.46K	5.4K	+59.44%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.27%	11.14K	573.56K	-58	-0.52%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.01%	213	10.97K	-822	-79.42%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.94%	80.42K	4.14M	58.08K	+260.01%
Dec 31, 2025	BROWN FINANCIAL ADVISORS	0.8%	33.05K	1.7M	-140	-0.42%
Dec 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.44%	18.06K	930.17K	2.79K	+18.30%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	8.22K	423K	8.22K	+100.00%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.03%	1.11K	57.07K	105	+10.47%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	520	26.79K	0	0
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.04%	1.73K	88.84K	1.73K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	6.36K	327.45K	-3.05K	-32.44%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.86%	32.97K	1.71M	960	+3.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.25%	9.41K	487.39K	9.41K	+100.00%
Sep 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.24%	9.08K	470.19K	1.79K	+24.55%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.03%	1.04K	53.61K	1.04K	+100.00%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.03%	1K	51.96K	1K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	520	26.94K	0	0
Sep 30, 2025	MORGAN STANLEY	0.01%	269	13.93K	118	+78.15%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	58	3K	-59	-50.43%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	4	207	4	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-211	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	7.67%	292.28K	15.14M	-19.05K	-6.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-52	-100.00%
Sep 30, 2025	MID-AMERICAN WEALTH ADVISORY GROUP, INC.	0%	0	-	-31	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	1.86K	95.21K	-23	-1.22%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.29%	11.19K	579.76K	-840	-6.98%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.97K	102.01K	-46	-2.28%
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.15%	5.91K	305.88K	-1.67K	-21.99%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	2.47%	94.24K	4.88M	-18.87K	-16.69%
Sep 30, 2025		0.26%	9.72K	503.56K	9.72K	+100.00%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.42%	15.99K	828.44K	383	+2.45%
Sep 30, 2025	ROYAL BANK OF CANADA	0.56%	21.27K	1.1M	10.31K	+94.14%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.59%	22.34K	1.16M	-15.63K	-41.16%
Sep 30, 2025	BROWN FINANCIAL ADVISORS	0.87%	33.19K	1.72M	1.03K	+3.21%
Sep 30, 2025	JPMORGAN CHASE & CO	0.51%	19.53K	1.01M	19.49K	+44,286.36%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	1.17%	44.54K	2.31M	44.54K	+100.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.41%	92.04K	4.77M	24.49K	+36.25%
Sep 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	9.44%	360K	18.65M	0	0
Sep 30, 2025	MARINER, LLC	0.6%	22.81K	1.18M	172	+0.76%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	3.15%	120.27K	6.23M	32.52K	+37.06%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.9%	34.17K	1.77M	34.17K	+100.00%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	27.39%	1.04M	54.09M	42.38K	+4.23%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	33.29%	1.27M	65.75M	-143.49K	-10.16%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-10.17K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.79%	30.19K	1.56M	197	+0.66%
Sep 30, 2025	PALADIN WEALTH, LLC	0.53%	20.07K	1.04M	61	+0.30%
Sep 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.4%	15.26K	790.68K	-5.41K	-26.17%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	2.02K	102.68K	2.02K	+100.00%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	2.88%	113.11K	5.77M	18.9K	+20.06%
Jun 30, 2025	MARINER, LLC	0.58%	22.64K	1.15M	7.16K	+46.29%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-5.05K	-100.00%
Jun 30, 2025	ASSETMARK, INC	0%	0	-	-1.24K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-30	-100.00%
Jun 30, 2025	MID-AMERICAN WEALTH ADVISORY GROUP, INC.	0%	31	1.58K	31	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	44	2.24K	44	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	2.23%	87.75K	4.47M	33.89K	+62.93%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	25.49%	1M	51.06M	2.81K	+0.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	52	2.65K	52	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	117	5.96K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	211	10.76K	211	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	1.88K	95.85K	13	+0.70%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.26%	10.17K	519K	10.17K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	10.96K	558K	10.66K	+3,651.71%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.76%	29.99K	1.53M	954	+3.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.97%	37.97K	1.94M	3.78K	+11.05%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.72%	67.56K	3.44M	67.56K	+100.00%
Jun 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	9.16%	360K	18.35M	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.31%	12.03K	613.32K	609	+5.33%
Jun 30, 2025		0.4%	15.61K	795.63K	-1.06K	-6.36%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.19%	7.57K	385.84K	-179	-2.31%
Jun 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.53%	20.68K	1.05M	-4.76K	-18.70%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.81%	32.01K	1.63M	9.06K	+39.46%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	0.82%	32.16K	1.64M	-642	-1.96%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	520	26.5K	0	0
Jun 30, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.19%	7.29K	371.45K	1.89K	+35.04%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.4%	15.61K	795.63K	-1.06K	-6.36%
Jun 30, 2025	PALADIN WEALTH, LLC	0.51%	20.01K	1.02M	-1.55K	-7.18%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-14	-100.00%
Jun 30, 2025	MORGAN STANLEY	0%	151	7.7M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	7.92%	311.33K	15.87M	59.36K	+23.56%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	35.95%	1.41M	72.01M	98.91K	+7.53%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	2.5%	94.21K	4.76M	94.21K	+100.00%
Mar 31, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	9.55%	360K	17.81M	0	0
Mar 31, 2025	GRADIENT INVESTMENTS LLC	26.49%	998.98K	50.5M	-101.37K	-9.21%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	34.84%	1.31M	66.42M	12	0.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-282	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-4.32K	-100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.77%	29.04K	1.47M	218	+0.76%
Mar 31, 2025	MARINER, LLC	0.41%	15.48K	782.34K	15.48K	+100.00%
Mar 31, 2025		0.44%	16.67K	842.8K	6.63K	+66.10%
Mar 31, 2025	SOL CAPITAL MANAGEMENT CO	0.61%	22.95K	1.16M	15.05K	+190.51%
Mar 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.67%	25.43K	1.29M	1.04K	+4.28%
Mar 31, 2025	BROWN FINANCIAL ADVISORS	0.87%	32.8K	1.66M	-11.34K	-25.69%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.91%	34.19K	1.73M	8.43K	+32.72%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	292	15K	-869	-74.85%
Mar 31, 2025	PRIVATE TRUST CO NA	0.01%	520	26.29K	0	0
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.21%	7.75K	391.75K	7.75K	+100.00%
Mar 31, 2025	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0.14%	5.4K	272.87K	5.4K	+100.00%
Mar 31, 2025	ASSETMARK, INC	0.03%	1.24K	62.44K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	1.87K	94.44K	-123	-6.18%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	5.05K	255.2K	5.05K	+100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-11.4K	-100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.3%	11.42K	577.58K	-40	-0.35%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.43%	53.86K	2.72M	34.52K	+178.45%
Mar 31, 2025	GTS SECURITIES LLC	0%	0	-	-30.04K	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-1.6K	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-253	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-82	-100.00%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	0%	14	693	14	+100.00%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	30	1.52K	30	+100.00%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	117	5.92K	0	0
Mar 31, 2025	MORGAN STANLEY	0%	151	7.63K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	6.68%	251.97K	12.74M	-3.32K	-1.30%

Frequently Asked Questions