How many institutions own PSCD 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 PSCD shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Invesco S&P SmallCap Consumer Discretionary ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in PSCD by -100% restricting it's holding to 0 shares of worth nearly -. EP WEALTH ADVISORS, LLC also lessened -0.75% of the PSCD shares from its portfolio, reducing its holding to 11.75 thousand shares of worth $1.39M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned PSCD shares holding by -79.62% last quarter which brought its holding to 1.81 thousand shares worth $214.26K.

Investors who are buying PSCD stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in PSCD by 100% in the last quarter. The institutional holder raised its holding to 2.13 thousand shares having worth more than $252.14K. BEACON POINTE ADVISORS, LLC also added 0.25% more shares of PSCD to its portfolio, raising its holding to 2.02 thousand shares of worth $239.25K. VIRTU FINANCIAL LLC also increased its PSCD shares holding by 13.27% which brought its holding to 18.01 thousand shares worth $2.13M.

PSCD's major insiders: who are they?

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

Did an insider recently sell PSCD stock?

Company executives, directors, and other insiders own N/A percent of Invesco S&P SmallCap Consumer Discretionary ETF's stock. Within the last six months, there have been 0 transaction(s) in which PSCD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PSCD stock?

There have been 0 transaction(s) during the past 6-months in which Invesco S&P SmallCap Consumer Discretionary ETF insiders have bought stock, totalling 0 shares

How much of PSCD does insiders own?

Around 0 Invesco S&P SmallCap Consumer Discretionary ETF shares are held by insiders, which represents about N/A of PSCD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PSCD?

JANE STREET GROUP, LLC is the largest institutional owner in PSCD which holds 2.13 thousand shares worth $252.14K or 1.09% of the total PSCD shares outstanding followed by BEACON POINTE ADVISORS, LLC with ownership of 2.02 thousand shares representing 1.03% of the PSCD ownership. VIRTU FINANCIAL LLC is the third largest stakeholder with 18.01 thousand shares or 9.18% of the ownership worth more than $2.13M.

Is Invesco S&P SmallCap Consumer Discretionary ETF 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 PSCD is concerned, it is a stock which is optionable.

Is there a short position on PSCD's shares?

Number of PSCD 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 PSCD shares are there?

As of today, null shares of PSCD are outstanding.

Is there many float in PSCD 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, PSCD has null shares in float.

PSCD 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 PSCD is null.

Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) insider trading activity: Get Latest News Today

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.

ShortableYes

OptionableYes

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. JANE STREET GROUP, LLC is the top corporate investor, holding 2.13K shares valued at $252.14K. A 1.09% stake in Invesco S&P SmallCap Consumer Discretionary ETF is owned by the company. BEACON POINTE ADVISORS, LLC owns 2.02K shares valued at $239.25K, which translates its holding of 1.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JANE STREET GROUP, LLC	1.09%	2.13K	252.14K	2.13K	+100.00%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	1.03%	2.02K	239.25K	5	+0.25%
Jun 30, 2026	VIRTU FINANCIAL LLC	9.18%	18.01K	2.13M	2.11K	+13.27%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.02%	30	3.59K	0	0
Jun 30, 2026	UBS GROUP AG	0%	0	-	-414	-100.00%
Jun 30, 2026	KEY FINANCIAL INC	0.04%	73	8.64K	0	0
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.04%	87	10.3K	0	0
Jun 30, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.07%	146	17.28K	0	0
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	158	18.68K	1	+0.64%
Jun 30, 2026	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	6.61%	12.96K	1.53M	1.13K	+9.51%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.13%	250	29.59K	250	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	411	48.62K	1	+0.24%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	5.99%	11.75K	1.39M	-89	-0.75%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.92%	1.81K	214.26K	-7.07K	-79.62%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.17%	325	38.47K	325	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.3%	4.52K	534.47K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.16%	4.23K	500.81K	-690	-14.02%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.92%	3.77K	446.28K	100	+2.72%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2026	PURSUIT WEALTH STRATEGIES, LLC	0.04%	71	8.4K	0	0
Jun 30, 2026	DAGCO, INC.	0%	0	-	-957	-100.00%
Jun 30, 2026	MORGAN STANLEY	1.75%	3.44K	407.24K	-1.24K	-26.47%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.72%	3.37K	398.93K	571	+20.40%
Jun 30, 2026	LPL FINANCIAL LLC	1.46%	2.87K	339.52K	-202	-6.58%
Jun 30, 2026	CITADEL ADVISORS LLC	1.45%	2.85K	337.73K	2.85K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.35%	2.66K	314.71K	378	+16.59%
Mar 31, 2026	PURSUIT WEALTH STRATEGIES, LLC	0.04%	71	7.29K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	410	42.16K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.53%	8.88K	912.75K	8.88K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.21%	414	42.54K	354	+590.00%
Mar 31, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.07%	146	15K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	90	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.02%	30	3.01K	0	0
Mar 31, 2026	KEY FINANCIAL INC	0.04%	73	7.5K	0	0
Mar 31, 2026	DAGCO, INC.	0.49%	957	98.33K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.56%	3.07K	315.46K	-600	-16.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.51%	4.92K	505.6K	-149	-2.94%
Mar 31, 2026	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	6.03%	11.84K	1.22M	11.84K	+100.00%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	6.03%	11.84K	1.22M	94	+0.80%
Mar 31, 2026	VIRTU FINANCIAL LLC	8.1%	15.9K	1.63M	12.29K	+339.55%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	157	16.17K	0	0
Mar 31, 2026	OPTIMA CAPITAL LLC	0%	0	-	-95	-100.00%
Mar 31, 2026	HOHIMER WEALTH MANAGEMENT, LLC	0%	0	-	-5.86K	-100.00%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.04%	87	8.94K	0	0
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.03%	2.02K	207.16K	7	+0.35%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.16%	2.28K	234.16K	-601	-20.88%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.43%	2.8K	287.6K	2.8K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.87%	3.67K	377.1K	-264	-6.71%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.3%	4.52K	463.93K	0	0
Mar 31, 2026	MORGAN STANLEY	2.38%	4.68K	480.64K	-627	-11.82%
Mar 31, 2026		0.04%	71	7.29K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.32%	3.93K	412.22K	3	+0.08%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-2.15K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	99	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	30	3.14K	0	0
Dec 31, 2025	KEY FINANCIAL INC	0.04%	73	7.65K	0	0
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.05%	87	9.12K	0	0
Dec 31, 2025	OPTIMA CAPITAL LLC	0.06%	95	9.94K	95	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.09%	157	16.44K	1	+0.64%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	410	42.95K	1	+0.24%
Dec 31, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.09%	146	15.3K	0	0
Dec 31, 2025	UBS GROUP AG	0.04%	60	6.29K	-760	-92.68%
Dec 31, 2025	DAGCO, INC.	0.56%	957	100.28K	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.18%	2.01K	210.55K	5	+0.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.7%	2.88K	302.04K	-60	-2.04%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.66%	4.52K	473.1K	0	0
Dec 31, 2025		0.04%	71	7.43K	71	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	2.16%	3.67K	384.55K	340	+10.21%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.99%	5.07K	531.21K	562	+12.47%
Dec 31, 2025	MORGAN STANLEY	3.13%	5.3K	555.84K	-187	-3.41%
Dec 31, 2025	VIRTU FINANCIAL LLC	2.13%	3.62K	379K	-10.53K	-74.43%
Dec 31, 2025	HOHIMER WEALTH MANAGEMENT, LLC	3.45%	5.86K	613.72K	5.86K	+100.00%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	6.92%	11.75K	1.23M	11.75K	+100.00%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-405	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.54K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-2.28K	-100.00%
Sep 30, 2025	KESSLER INVESTMENT GROUP, LLC	0%	0	-	-114	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.31%	4.52K	503.54K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0%	0	-	-210	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-144	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	73	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	30	3.35K	0	0
Sep 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.07%	146	16.28K	0	0
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.21%	405	45.17K	405	+100.00%
Sep 30, 2025	UBS GROUP AG	0.42%	820	91.45K	125	+17.99%
Sep 30, 2025	CITADEL ADVISORS LLC	1.1%	2.15K	239.23K	-6.72K	-75.81%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	2.28K	254.73K	-1.25K	-35.39%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.51%	2.94K	329.63K	-273	-8.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.01%	3.93K	438.41K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.31%	4.51K	502.71K	-39	-0.86%
Sep 30, 2025	MORGAN STANLEY	2.81%	5.49K	612.49K	-353	-6.04%
Sep 30, 2025	VIRTU FINANCIAL LLC	7.25%	14.15K	1.58M	1.17K	+9.01%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.04%	87	9.7K	87	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	156	17.45K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	409	45.66K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.79%	1.54K	171.98K	-2.03K	-56.83%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.03%	2K	223.5K	4	+0.20%
Sep 30, 2025	DAGCO, INC.	0.49%	957	106.73K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.71%	3.33K	371.35K	-334	-9.12%
Sep 30, 2025	KEY FINANCIAL INC	0.04%	73	8.19K	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.51%	4.52K	454.48M	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-25	-100.00%
Jun 30, 2025	DAGCO, INC.	0.53%	957	96.33K	957	+100.00%
Jun 30, 2025	UBS GROUP AG	0.39%	695	69.96K	79	+12.82%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.23%	409	41.18K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.12%	210	21.14K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.09%	156	15.71K	0	0
Jun 30, 2025		0.08%	146	14.7K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	96	-1	-50.00%
Jun 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-5.17K	-100.00%
Jun 30, 2025	NARUS FINANCIAL PARTNERS, LLC	0%	0	-	-5.35K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	144	14K	0	0
Jun 30, 2025	KESSLER INVESTMENT GROUP, LLC	0.06%	114	11.6K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0.04%	73	7.35K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	30	3.03K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	7.23%	12.98K	1.31M	4.41K	+51.52%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	6.32%	11.36K	1.14M	735	+6.92%
Jun 30, 2025	CITADEL ADVISORS LLC	4.94%	8.87K	892.75M	8.87K	+100.00%
Jun 30, 2025	MORGAN STANLEY	3.25%	5.84K	588.34M	-8.41K	-59.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.53%	4.55K	457.66K	-130	-2.78%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.19%	3.93K	395.7K	-172	-4.19%
Jun 30, 2025	LPL FINANCIAL LLC	2.04%	3.66K	368.84K	398	+12.19%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.99%	3.57K	359.56K	-84	-2.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.97%	3.54K	355.83K	3.54K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.79%	3.21K	323.57K	-97	-2.93%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	1.11%	2K	201.27K	2K	+100.00%
Jun 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.08%	146	14.7K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-9.38K	-100.00%
Mar 31, 2025	KEY FINANCIAL INC	0.04%	73	6.73K	0	0
Mar 31, 2025	KESSLER INVESTMENT GROUP, LLC	0.06%	114	10.59K	83	+267.74%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	144	13K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.12%	4.1K	378.09K	0	0
Mar 31, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0%	0	-	-1.88K	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	409	37.68K	27	+7.07%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.68%	5.17K	477K	506	+10.84%
Mar 31, 2025	NARUS FINANCIAL PARTNERS, LLC	2.77%	5.35K	492.91K	1.33K	+33.19%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-52	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-139	-100.00%
Mar 31, 2025	FMR LLC	0%	1	92	1	+100.00%
Mar 31, 2025	MORGAN STANLEY	7.37%	14.25K	1.31M	582	+4.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	156	1	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.34%	4.52K	416.06K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	4.43%	8.57K	789K	5.76K	+204.98%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	5.49%	10.62K	978.82K	10.62K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-2.86K	-100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0.11%	210	19.35K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	1.69%	3.27K	300.98K	615	+23.20%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.71%	3.31K	305.29K	440	+15.34%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.89%	3.66K	336.9K	-7.17K	-66.24%
Mar 31, 2025	UBS GROUP AG	0.32%	616	56.76K	616	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	25	2.3K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	30	2.76K	-29	-49.15%
Mar 31, 2025		0.08%	146	13.45K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.42%	4.68K	430.95K	-545	-10.44%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	156	14.37K	1	+0.65%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0%	0	-	-1.99K	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.97%	4.35K	474.54K	-1.17K	-21.16%
Mar 31, 2024	KESSLER INVESTMENT GROUP, LLC	0.03%	91	9.96K	-49	-35.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	144	16K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	154	16.77K	1	+0.65%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	1.25%	5.6K	610.73K	313	+5.92%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.29%	5.78K	630.58K	1.48K	+34.39%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.01%	4.52K	492.32K	0	0
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0%	0	-	-4.72K	-100.00%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0%	0	-	-7.16K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-80	-100.00%
Mar 31, 2024	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0%	1	109	1	+100.00%
Mar 31, 2024	COMERICA BANK	0.01%	40	4.36K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.02%	52	5.67K	52	+100.00%
Mar 31, 2024	KEY FINANCIAL INC	0.02%	73	7.96K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0.06%	210	22.9K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	381	41.53K	-87	-18.59%
Mar 31, 2024	UBS GROUP AG	0.33%	1.49K	162.14K	-834	-35.93%
Mar 31, 2024	MERIDIAN INVESTMENT COUNSEL INC.	0.55%	1.88K	205.21K	1.88K	+100.00%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.57%	1.97K	214.85K	6	+0.31%
Mar 31, 2024	NARUS FINANCIAL PARTNERS, LLC	0.69%	2.36K	257.33K	-249	-9.54%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.71%	3.17K	345.68K	-833	-20.81%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.85%	3.82K	416.19K	853	+28.78%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	4.21K	459K	-10.85K	-72.04%
Mar 31, 2024	LPL FINANCIAL LLC	0.95%	4.23K	461.44K	464	+12.31%
Mar 31, 2024	CITADEL ADVISORS LLC	0.98%	4.39K	478.36K	1.66K	+60.75%
Mar 31, 2024	MORGAN STANLEY	3.85%	17.22K	1.88M	-1.58K	-8.38%
Mar 31, 2024	VIRTU FINANCIAL LLC	4.44%	15.26K	1.66M	7.17K	+88.56%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	33.03%	113.42K	12.37M	60.99K	+116.33%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	1.58%	5.29K	548.23K	1.89K	+55.48%
Dec 31, 2023	HARBOR CAPITAL ADVISORS, INC.	2.14%	7.16K	742.31K	3.8K	+112.84%
Dec 31, 2023	VIRTU FINANCIAL LLC	2.42%	8.09K	839K	-3.39K	-29.54%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.51%	15.07K	1.56M	15.07K	+100.00%
Dec 31, 2023	MORGAN STANLEY	5.63%	18.79K	1.95M	-1.6K	-7.83%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	15.7%	52.43K	5.44M	-2.49K	-4.54%
Dec 31, 2023	COMERICA BANK	0.01%	40	4.15K	0	0
Dec 31, 2023	KEY FINANCIAL INC	0.02%	73	7.57K	0	0
Dec 31, 2023	FMR LLC	0.02%	80	8.29K	80	+100.00%
Dec 31, 2023	TUCKER ASSET MANAGEMENT LLC	0.03%	102	10.58K	0	0
Dec 31, 2023	KESSLER INVESTMENT GROUP, LLC	0.04%	140	14.58K	69	+97.18%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	144	15K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	153	15.9K	0	0
Dec 31, 2023	PRIVATE TRUST CO NA	0.06%	210	21.77K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	468	48.55K	168	+56.00%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.59%	1.96K	203.65K	1.96K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.69%	2.32K	240.63K	254	+12.29%
Dec 31, 2023	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.77%	2.57K	266.12K	-162	-5.94%
Dec 31, 2023	NARUS FINANCIAL PARTNERS, LLC	0.78%	2.61K	270.49K	2.61K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.82%	2.73K	282.93K	2.73K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.89%	2.96K	307.29K	-469	-13.66%
Dec 31, 2023	LPL FINANCIAL LLC	1.13%	3.77K	390.66K	584	+18.34%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.2%	4K	415.41K	1.03K	+34.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.65%	5.52K	572.29K	14	+0.25%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.35%	4.52K	468.09K	0	0
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.41%	4.72K	489.04K	4.72K	+100.00%

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