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

Who are the major shareholders selling Invesco S&P SmallCap Health Care ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in PSCH by -6.22% restricting it's holding to 20.89 thousand shares of worth nearly $1.09M. PACIFIC SUN FINANCIAL CORP also lessened -43.89% of the PSCH shares from its portfolio, reducing its holding to 13.07 thousand shares of worth $684.43K. ENVESTNET ASSET MANAGEMENT INC also shunned PSCH shares holding by -12.38% last quarter which brought its holding to 12.44 thousand shares worth $651.42K.

Investors who are buying PSCH stock?

As per its latest 13F filing, FARTHER FINANCE ADVISORS, LLC increased its stake in PSCH by 100% in the last quarter. The institutional holder raised its holding to 400 shares having worth more than $20.95K. INSTITUTE FOR WEALTH MANAGEMENT, LLC. also added 100% more shares of PSCH to its portfolio, raising its holding to 240 shares of worth $12.57K. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC also increased its PSCH shares holding by 100% which brought its holding to 605 shares worth $32.37K.

PSCH's major insiders: who are they?

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

Did an insider recently sell PSCH stock?

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

Which insider recently purchased PSCH stock?

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

How much of PSCH does insiders own?

Around 0 Invesco S&P SmallCap Health Care ETF shares are held by insiders, which represents about N/A of PSCH stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PSCH?

ROCKEFELLER CAPITAL MANAGEMENT L.P. is the largest institutional owner in PSCH which holds 600 shares worth $31.42K or 0.02% of the total PSCH shares outstanding followed by GREYKASELL WEALTH STRATEGIES, INC. with ownership of 582 shares representing 0.02% of the PSCH ownership. FARTHER FINANCE ADVISORS, LLC is the third largest stakeholder with 400 shares or 0.01% of the ownership worth more than $20.95K.

Is Invesco S&P SmallCap Health Care 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 PSCH is concerned, it is a stock which is optionable.

Is there a short position on PSCH's shares?

Number of PSCH 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 PSCH shares are there?

As of today, null shares of PSCH are outstanding.

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

PSCH 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 PSCH is null.

Invesco S&P SmallCap Health Care ETF (PSCH) 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. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the top corporate investor, holding 600 shares valued at $31.42K. A 0.02% stake in Invesco S&P SmallCap Health Care ETF is owned by the company. GREYKASELL WEALTH STRATEGIES, INC. owns 582 shares valued at $30.48K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	600	31.42K	0	0
Jun 30, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.02%	582	30.48K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	400	20.95K	400	+100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	396	20.74K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	270	14.14K	0	0
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.01%	240	12.57K	240	+100.00%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.02%	605	32.37K	605	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	915	47.92K	915	+100.00%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0.01%	240	12.57K	0	0
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.01%	187	9.78K	0	0
Jun 30, 2026	UBS GROUP AG	0.72%	20.89K	1.09M	-1.39K	-6.22%
Jun 30, 2026	MCGUIRE INVESTMENT GROUP, LLC	0.52%	15.28K	800.21K	211	+1.40%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.45%	13.07K	684.43K	-10.22K	-43.89%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.43%	12.44K	651.42K	-1.76K	-12.38%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.79%	81.35K	4.26M	36.74K	+82.37%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	2.06%	60.12K	3.15M	-4.32K	-6.71%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.67%	48.61K	2.55M	7.28K	+17.61%
Jun 30, 2026	ROYAL BANK OF CANADA	0.88%	25.75K	1.35M	-2.38K	-8.47%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.15%	4.41K	231K	-2.39K	-35.12%
Jun 30, 2026	BELVEDERE TRADING LLC	0.15%	4.3K	225.18K	4.3K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.14%	4.2K	219.78K	4.2K	+100.00%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.14%	4K	209.41K	4K	+100.00%
Jun 30, 2026	KLINGENSTEIN FIELDS & CO LP	0.14%	3.99K	208.68K	3.99K	+100.00%
Jun 30, 2026	MERIDIAN INVESTMENT COUNSEL INC.	0.13%	3.91K	204.7K	3.91K	+100.00%
Jun 30, 2026	FMR LLC	0.04%	1.06K	55.28K	14	+1.34%
Jun 30, 2026	WISER ADVISOR GROUP LLC	0.06%	1.82K	95.22K	0	0
Jun 30, 2026	REGISTER FINANCIAL ADVISORS LLC	0.07%	2.05K	107.46K	0	0
Jun 30, 2026	WBI INVESTMENTS, INC.	0.39%	11.42K	597.82K	613	+5.67%
Jun 30, 2026	HARBOR CAPITAL ADVISORS, INC.	0.34%	10K	524K	-22.33K	-69.06%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.34%	9.86K	516.44K	1.28K	+14.97%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.32%	9.44K	494.39K	-1.25K	-11.68%
Jun 30, 2026	FIDUCIARY TRUST CO	0.13%	3.83K	200.3K	3.83K	+100.00%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.84%	24.63K	1.29M	19.22K	+355.28%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.11%	3.11K	163.02K	-438	-12.33%
Jun 30, 2026	MORGAN STANLEY	1.69%	49.25K	2.58M	4.26K	+9.46%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	676	35.4K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	1.56%	45.6K	2.39M	4.96K	+12.20%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.31%	8.91K	466.46K	-1.55K	-14.78%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.26%	7.59K	397.62K	0	0
Jun 30, 2026	KOVACK ADVISORS, INC.	0.26%	7.55K	395.26K	7.55K	+100.00%
Jun 30, 2026	SOMERSET TRUST CO	0.26%	7.53K	394.53K	0	0
Jun 30, 2026	ALPINE WOODS CAPITAL INVESTORS, LLC	0.26%	7.5K	392.75K	0	0
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.24%	7.01K	371.11K	400	+6.05%
Jun 30, 2026	NTV ASSET MANAGEMENT LLC	0.23%	6.7K	350.86K	-750	-10.07%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.22%	6.29K	329.62K	6.29K	+100.00%
Jun 30, 2026	CORDOBA ADVISORY PARTNERS LLC	0.33%	9.51K	498.08K	-162	-1.67%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.13%	3.71K	343.22K	3.31K	+828.50%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	4.79K	250.99K	-34K	-87.65%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	7.96K	416.72K	3.5K	+78.47%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.45%	13.09K	685.42K	182	+1.41%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.75%	21.8K	1.14M	7.91K	+56.99%
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	725	37.9K	-4.46K	-86.03%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	848	44.41K	-29.11K	-97.17%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	5.8K	304K	5.8K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	2.77K	145.17K	0	0
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.11%	3.21K	168.75K	116	+3.75%
Jun 30, 2026	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	0.94%	27.4K	1.44M	174	+0.64%
Jun 30, 2026	MONTECITO BANK & TRUST	0.73%	21.21K	1.11M	-774	-3.52%
Jun 30, 2026		0.28%	9.51K	498.08K	-162	-1.67%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.48K	286.96K	29	+0.53%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.18%	5.35K	279.96K	76	+1.44%
Mar 31, 2026	UBS GROUP AG	0.74%	22.28K	916.61K	-2.09K	-8.59%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.78%	23.29K	958.42K	-5.41K	-18.85%
Mar 31, 2026	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	0.91%	27.23K	1.12M	27.23K	+100.00%
Mar 31, 2026	HARBOR CAPITAL ADVISORS, INC.	1.08%	32.33K	1.33M	-6.07K	-15.80%
Mar 31, 2026	LPL FINANCIAL LLC	1.35%	40.64K	1.67M	-12.98K	-24.21%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.38%	41.33K	1.7M	-1.91K	-4.42%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.22%	6.61K	293.14K	0	0
Mar 31, 2026	ALPINE WOODS CAPITAL INVESTORS, LLC	0.25%	7.5K	308.6K	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.96%	28.84K	1.19M	28.84K	+100.00%
Mar 31, 2026	NTV ASSET MANAGEMENT LLC	0.25%	7.45K	306.54K	-125	-1.65%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.23%	6.8K	280K	16	+0.24%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.09%	2.57K	105.54K	0	0
Mar 31, 2026	ADDISON ADVISORS LLC	0.02%	567	23.33K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	600	24.69K	0	0
Mar 31, 2026	CWM, LLC	0.02%	646	26.58K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	676	27.82K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	2.77K	114.07K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.04%	1.19K	49.15K	1.19K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.17%	5.19K	203.25K	5.14K	+10,276.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.25%	7.59K	312.42K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	5.27K	216.88K	-1	-0.02%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.18%	5.41K	222.57K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	5.45K	224.28K	-260	-4.55%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.37%	12.91K	530.46K	-1.29K	-9.05%
Mar 31, 2026	ROYAL BANK OF CANADA	0.94%	28.13K	1.16M	-1.25K	-4.26%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	1%	29.96K	1.23M	15.51K	+107.38%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.29%	38.8K	1.6M	32.44K	+510.10%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.49%	44.61K	1.84M	-24.44K	-35.40%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	2.15%	64.44K	2.65M	42.79K	+197.68%
Mar 31, 2026	REGISTER FINANCIAL ADVISORS LLC	0.07%	2.05K	84.44K	210	+11.40%
Mar 31, 2026	CITIGROUP INC	0%	0	-	-1	-100.00%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	21	864	0	0
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0%	33	1.36K	0	0
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	0%	39	1.61K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	48	1.98K	0	0
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	57	2.35K	0	0
Mar 31, 2026	GAMMA INVESTING LLC	0%	120	4.94K	0	0
Mar 31, 2026	KEY FINANCIAL INC	0%	141	5.8K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	141	5.8K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	147	6.05K	147	+100.00%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	151	6.19K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	187	7.68K	0	0
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.01%	201	8.29K	201	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.29%	8.58K	352.95K	8.58K	+100.00%
Mar 31, 2026		0.32%	9.68K	394.97K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.26%	7.96K	327.36K	7.96K	+100.00%
Mar 31, 2026	SOMERSET TRUST CO	0.25%	7.53K	310K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.35%	10.45K	430.08K	-696	-6.24%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.36%	10.69K	439.85K	-150	-1.38%
Mar 31, 2026	MORGAN STANLEY	1.5%	44.99K	1.85M	-31.43K	-41.13%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	4.46K	183.49K	-1.92K	-30.08%
Mar 31, 2026	DAGCO, INC.	0.06%	1.95K	80.24K	0	0
Mar 31, 2026	WISER ADVISOR GROUP LLC	0.06%	1.82K	74.82K	0	0
Mar 31, 2026	FMR LLC	0.03%	1.04K	42.87K	-188	-15.28%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.02%	699	28.76K	699	+100.00%
Mar 31, 2026	GREYKASELL WEALTH STRATEGIES, INC.	0.02%	582	23.95K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	396	16.29K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	270	11.11K	-450	-62.50%
Mar 31, 2026	WBI INVESTMENTS, INC.	0.36%	10.8K	444.5K	-14.04K	-56.52%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.39%	11.64K	479K	11.64K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.1%	3.1K	121.28K	-935	-23.20%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.46%	13.89K	571.35K	1.55K	+12.55%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	14.2K	584.14K	829	+6.20%
Mar 31, 2026	MCGUIRE INVESTMENT GROUP, LLC	0.5%	15.07K	620.07K	558	+3.85%
Mar 31, 2026	MONTECITO BANK & TRUST	0.73%	21.98K	904.44K	0	0
Mar 31, 2026	MILLINGTON SECURITIES, INC.	0.36%	10.8K	444.5K	10.8K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.12%	3.55K	146.11K	-160	-4.31%
Dec 31, 2025	DAGCO, INC.	0.06%	1.95K	85.91K	0	0
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	21	925	-251	-92.28%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	44	0	0
Dec 31, 2025	CITIGROUP INC	0%	1	44	-599	-99.83%
Dec 31, 2025	SOMERSET TRUST CO	0.23%	7.53K	331.91K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.16%	5.27K	232.22K	1	+0.02%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	400	17.62K	-321	-44.52%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	7.59K	334.51K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	11.15K	491.15K	2.48K	+28.53%
Dec 31, 2025	CITADEL ADVISORS LLC	0.29%	10.11K	445.4K	-7.35K	-42.11%
Dec 31, 2025		0.28%	9.68K	428.05K	9.68K	+100.00%
Dec 31, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.26%	8.58K	377.82K	-495	-5.46%
Dec 31, 2025	NTV ASSET MANAGEMENT LLC	0.23%	7.58K	333.72K	0	0
Dec 31, 2025	ALPINE WOODS CAPITAL INVESTORS, LLC	0.22%	7.5K	330.42K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.85%	29.38K	1.3M	629	+2.19%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	12.34K	543.55K	459	+3.86%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.33%	10.84K	477.56K	-849	-7.26%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	14.19K	625.24K	-3.61K	-20.29%
Dec 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.72%	24.77K	1.09M	-1	0.00%
Dec 31, 2025	MONTECITO BANK & TRUST	0.66%	21.98K	968.38K	-252	-1.13%
Dec 31, 2025	HOHIMER WEALTH MANAGEMENT, LLC	0.7%	23.79K	1.05M	23.79K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.71%	24.37K	1.07M	-10.49K	-30.09%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-1.36K	-100.00%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	0	-	-18	-100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0%	0	-	-4.82K	-100.00%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.86%	28.7K	1.26M	-10.14K	-26.11%
Dec 31, 2025	HARBOR CAPITAL ADVISORS, INC.	1.15%	38.4K	1.69M	38.4K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.26%	43.24K	1.9M	-1.35K	-3.02%
Dec 31, 2025	LPL FINANCIAL LLC	1.59%	53.63K	2.36M	8.64K	+19.21%
Dec 31, 2025	G&S CAPITAL LLC	2.22%	74K	3.26M	582	+0.79%
Dec 31, 2025	MORGAN STANLEY	2.22%	76.42K	3.37M	23.15K	+43.45%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	13.37K	588.91K	1.24K	+10.18%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.43%	14.45K	636.47K	2.3K	+18.92%
Dec 31, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.44%	14.51K	639.33K	-41	-0.28%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.63%	21.65K	953.69K	-9.39K	-30.26%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.72%	24.85K	1.09M	966	+4.05%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.01%	69.05K	3.04M	43.07K	+165.76%
Dec 31, 2025	GAMMA INVESTING LLC	0%	120	5.29M	0	0
Dec 31, 2025	KEY FINANCIAL INC	0%	141	6.21K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	141	6.21K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	151	6.63K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	187	8.23K	0	0
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.01%	240	10.57K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	396	17.45K	0	0
Dec 31, 2025	ADDISON ADVISORS LLC	0.02%	567	24.98K	0	0
Dec 31, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.02%	582	25.64K	0	0
Dec 31, 2025	CWM, LLC	0.02%	646	28K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	676	29.78K	300	+79.79%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	720	31.72K	0	0
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.03%	881	38.8K	881	+100.00%
Dec 31, 2025	WISER ADVISOR GROUP LLC	0.05%	1.82K	80.11K	0	0
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.06%	1.84K	81.16K	1.84K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	2.77K	122.13K	-74	-2.60%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.11%	3.71K	163.49K	8	+0.22%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	4.03K	177.54K	-671	-14.27%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.16%	5.41K	238.3K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	5.71K	251.59K	-4.49K	-44.01%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	6.36K	280.15K	-11.66K	-64.70%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	6.38K	281.03K	384	+6.41%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.2%	6.61K	298.45K	-91	-1.36%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.2%	6.78K	299K	1.68K	+32.95%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	600	26.43K	0	0
Dec 31, 2025	FMR LLC	0.04%	1.23K	54.21K	243	+24.62%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.08%	2.57K	113K	0	0
Dec 31, 2025	OPTIMA CAPITAL LLC	0%	114	5.03K	114	+100.00%
Dec 31, 2025	COMERICA BANK	0%	87	3.83K	87	+100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	57	2.52K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	50	2.2K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	48	2.12K	48	+100.00%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0%	39	1.72K	0	0
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0%	33	1.46K	0	0
Sep 30, 2025	ADDISON ADVISORS LLC	0.02%	567	23.59K	0	0
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	1.36K	56.67K	1.36K	+100.00%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.34%	11.69K	486.32K	-2.72K	-18.88%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.2%	6.7K	286.11K	-1.2K	-15.19%
Sep 30, 2025	ALPINE WOODS CAPITAL INVESTORS, LLC	0.22%	7.5K	312.04K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	721	30K	0	0
Sep 30, 2025	CITIGROUP INC	0.02%	600	24.96K	0	0
Sep 30, 2025	VIRTU FINANCIAL LLC	0.9%	30.96K	1.29M	3.19K	+11.48%
Sep 30, 2025	MONTECITO BANK & TRUST	0.65%	22.23K	925K	22.23K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	4.82K	200.56K	-700	-12.68%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.53%	18.01K	749.47K	18.01K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	12.13K	504.77K	-5.25K	-30.20%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	11.88K	494.22K	-2.88K	-19.49%
Sep 30, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.43%	14.55K	605.47K	-117	-0.80%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.35%	12.15K	505.46K	-1.72K	-12.41%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.15%	5.1K	212K	5.1K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	5.27K	219.3K	184	+3.62%
Sep 30, 2025	SOMERSET TRUST CO	0.22%	7.53K	313.45K	-263	-3.37%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	7.59K	315.9K	-601	-7.33%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	8.67K	360.9K	-1.54K	-15.09%
Sep 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.26%	9.07K	377.4K	-91	-0.99%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	10.2K	424K	434	+4.44%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	600	24.96K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	600	24.96K	600	+100.00%
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-99	-100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	42	0	0
Sep 30, 2025	CWM, LLC	0.02%	646	27K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	396	16.48K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	376	15.64K	0	0
Sep 30, 2025	TRUVESTMENTS CAPITAL LLC	0.01%	282	11.73K	282	+100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	272	11.32K	-506	-65.04%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0%	18	749	18	+100.00%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0%	33	1.38K	33	+100.00%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0%	39	1.63K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	45	1.88K	0	0
Sep 30, 2025	FMR LLC	0.03%	987	41.05K	-58	-5.55%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.11%	3.7K	154.06K	3.7K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	17.81K	740.36K	-5.28K	-22.87%
Sep 30, 2025	WBI INVESTMENTS, INC.	0.7%	23.88K	993.56K	-27.18K	-53.23%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.72%	24.78K	1.03M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.84%	28.75K	1.2M	5.04K	+21.24%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	5.99K	247.28K	624	+11.62%
Sep 30, 2025	MORGAN STANLEY	1.56%	53.27K	2.22M	-6.31K	-10.59%
Sep 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.02%	582	24.21K	0	0
Sep 30, 2025	DAGCO, INC.	0.06%	1.95K	81.13K	0	0
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.91%	31.04K	1.29M	6.47K	+26.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	25.98K	1.08M	1.16K	+4.66%
Sep 30, 2025	CITADEL ADVISORS LLC	0.51%	17.46K	726.58K	-1.78K	-9.24%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.22%	7.58K	315.16K	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.16%	5.41K	225.05K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	915	38.07K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	720	29.96K	-63	-8.05%
Sep 30, 2025	WISER ADVISOR GROUP LLC	0.05%	1.82K	75.65K	1.82K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.07%	2.57K	106.72K	90	+3.64%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	2.85K	118.4K	-98	-3.33%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	4.7K	192.9K	-2.87K	-37.91%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	50	2.08K	-10	-16.67%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	57	2.38K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	120	4.99K	0	0
Sep 30, 2025	KEY FINANCIAL INC	0%	141	5.93K	0	0
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	147	6.12K	147	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	151	6.26K	1	+0.67%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	187	7.77K	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.01%	240	9.99K	0	0
Sep 30, 2025	UBS GROUP AG	1.02%	34.86K	1.45M	-2.09K	-5.66%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	1.13%	38.85K	1.62M	-7K	-15.26%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.3%	44.59K	1.85M	-13.45K	-23.17%
Sep 30, 2025	LPL FINANCIAL LLC	1.31%	44.98K	1.87M	-8.35K	-15.66%
Sep 30, 2025	G&S CAPITAL LLC	2.14%	73.41K	3.05M	73.41K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	5.52K	221.21K	5.52K	+100.00%
Jun 30, 2025	KEY FINANCIAL INC	0%	141	5.65K	0	0
Jun 30, 2025	COMERICA BANK	0%	0	-	-57	-100.00%
Jun 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0%	0	-	-386	-100.00%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0%	0	-	-6.76K	-100.00%
Jun 30, 2025	GOODMAN ADVISORY GROUP, LLC	0%	0	-	-173	-100.00%
Jun 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0%	0	-	-2.05K	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	396	15.87K	0	0
Jun 30, 2025	MORGAN STANLEY	1.83%	59.58K	2.39B	-24.48K	-29.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	23.71K	951K	-952	-3.86%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	10.22K	409.34K	-1.32K	-11.43%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	8.19K	328.36K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.24%	7.9K	311.62K	-4.1K	-34.17%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.17%	5.41K	216.73K	0	0
Jun 30, 2025	ASPECT PARTNERS, LLC	0.01%	375	15.03K	375	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	187	7.48K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	57	2.29K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	45	1.81K	0	0
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0%	39	1.57K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-108	-100.00%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0%	0	-	-5.17K	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	9.77K	391K	-839	-7.91%
Jun 30, 2025	KESSLER INVESTMENT GROUP, LLC	0.09%	2.79K	111.94K	40	+1.45%
Jun 30, 2025	SOMERSET TRUST CO	0.24%	7.8K	312.43K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.24%	7.8K	312K	7.8K	+100.00%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.23%	7.58K	303.53K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	150	6.03K	0	0
Jun 30, 2025	NEW MILLENNIUM GROUP LLC	0%	148	5.93K	-152	-50.67%
Jun 30, 2025	GAMMA INVESTING LLC	0%	120	4.81K	0	0
Jun 30, 2025		0.02%	582	23.32K	0	0
Jun 30, 2025	WBI INVESTMENTS, INC.	1.57%	51.06K	2.05M	-1.72K	-3.26%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0%	0	-	-5.85K	-100.00%
Jun 30, 2025	WISER ADVISOR GROUP LLC	0%	0	-	-4.47K	-100.00%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	0	-	-5.7K	-100.00%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	1.41%	45.84K	1.84M	-2.84K	-5.84%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.76%	24.78K	992.73K	0	0
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.76%	24.57K	984.49K	10.32K	+72.37%
Jun 30, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.45%	14.67K	587.83K	-2.63K	-15.19%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.44%	14.41K	577.37K	-151	-1.04%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	579	23.2K	0	0
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.01%	240	9.62K	-186	-43.66%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	17.38K	696.52K	51	+0.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	14.76K	591.25K	-1.95K	-11.68%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	7.57K	303.82K	-4.53K	-37.45%
Jun 30, 2025	ALPINE WOODS CAPITAL INVESTORS, LLC	0.23%	7.5K	300.53K	0	0
Jun 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.04%	1.14K	45.68K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	600	24.04K	600	+100.00%
Jun 30, 2025	ADDISON ADVISORS LLC	0.02%	567	22.72K	0	0
Jun 30, 2025	FMR LLC	0.03%	1.05K	41.86K	-903	-46.36%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	915	36.66K	915	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	783	31.37K	0	0
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.02%	778	31.17K	1	+0.13%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	721	28.89K	0	0
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	376	15.07K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0.85%	27.77K	1.11M	-8.66K	-23.76%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.43%	13.87K	555.81K	-7.38K	-34.72%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.08%	2.48K	99.17K	0	0
Jun 30, 2025	CWM, LLC	0.02%	646	26K	-100	-13.40%
Jun 30, 2025	CITIGROUP INC	0.02%	600	24.04K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	5.37K	215.21K	-1.3K	-19.48%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	5.09K	203.78K	21	+0.41%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	2.94K	117.96K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	2.08K	83.47K	-529	-20.25%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.78%	58.03K	2.33M	-11.68K	-16.75%
Jun 30, 2025	LPL FINANCIAL LLC	1.64%	53.33K	2.14M	-317	-0.59%
Jun 30, 2025	UBS GROUP AG	1.14%	36.95K	1.48M	4.72K	+14.66%
Jun 30, 2025	CITADEL ADVISORS LLC	0.59%	19.24K	770.99M	12.5K	+185.47%
Jun 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.28%	9.16K	367.12K	-19	-0.21%
Jun 30, 2025	SAVA INFOND D.O.O.	0.19%	6.1K	244.43K	0	0
Jun 30, 2025	GREYKASELL WEALTH STRATEGIES, INC.	0.02%	582	23.32K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	24.83K	994.77K	37	+0.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	23.08K	924.96K	-14.11K	-37.93%
Jun 30, 2025	DAGCO, INC.	0.06%	1.95K	78.14K	1.95K	+100.00%
Mar 31, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.47%	17.3K	748.61K	-295	-1.68%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	17.33K	750.07K	-625	-3.48%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.58%	21.25K	919.66K	10.7K	+101.49%
Mar 31, 2025	ROYAL BANK OF CANADA	0.67%	24.67K	1.07M	374	+1.54%
Mar 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.68%	24.78K	1.07M	-2.25K	-8.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.68%	24.79K	1.07M	-1.27K	-4.87%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.99%	36.43K	1.58M	36.43K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.02%	37.19K	1.61M	19.75K	+113.23%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	1.33%	48.69K	2.11M	-2.51K	-4.90%
Mar 31, 2025	WBI INVESTMENTS, INC.	1.44%	52.78K	2.28M	-49.74K	-48.52%
Mar 31, 2025	LPL FINANCIAL LLC	1.46%	53.65K	2.32M	-2.39K	-4.26%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.15%	5.41K	234.08K	2	+0.04%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.16%	5.7K	246.7K	0	0
Mar 31, 2025	MORGAN STANLEY	2.3%	84.06K	3.64M	-3.26K	-3.73%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	2.94K	127.41K	0	0
Mar 31, 2025	WISER ADVISOR GROUP LLC	0.12%	4.47K	193.42K	1	+0.02%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	5.07K	219.19K	1	+0.02%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.14%	5.17K	223.94K	0	0
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.16%	5.85K	253.17K	-402	-6.43%
Mar 31, 2025	UBS GROUP AG	0.88%	32.23K	1.39M	1.21K	+3.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.9%	69.71K	3.02M	-17.89K	-20.42%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.39%	14.25K	616.93K	-1.92K	-11.85%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	16.71K	723.06K	-584	-3.38%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.02%	777	33.63K	6	+0.78%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	783	33.89K	0	0
Mar 31, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.03%	1.14K	49.34K	0	0
Mar 31, 2025		0.17%	6.1K	264.01K	0	0
Mar 31, 2025	NTV ASSET MANAGEMENT LLC	0.21%	7.58K	327.85K	-450	-5.61%
Mar 31, 2025	CITIGROUP INC	0.02%	600	25.97K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	721	31.21K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.03%	1.05K	45.31K	-630	-37.57%
Mar 31, 2025	MONTECITO BANK & TRUST	0.61%	22.34K	966.79K	-2.54K	-10.20%
Mar 31, 2025	FMR LLC	0.05%	1.95K	84.29K	734	+60.46%
Mar 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0.06%	2.05K	88.82K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.07%	2.48K	107.12K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	2.61K	113.05K	2.47K	+1,752.48%
Mar 31, 2025	ALPINE WOODS CAPITAL INVESTORS, LLC	0.2%	7.5K	324.6K	0	0
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	12K	477.16K	12K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.33%	12.1K	506.03K	-1.27K	-9.47%
Mar 31, 2025	KESSLER INVESTMENT GROUP, LLC	0.08%	2.75K	119.18K	391	+16.55%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	6.67K	288.63K	1.18K	+21.42%
Mar 31, 2025	CITADEL ADVISORS LLC	0.18%	6.74K	291.71K	-7.76K	-53.52%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.18%	6.76K	292.44K	-5.84K	-46.37%
Mar 31, 2025	SOMERSET TRUST CO	0.21%	7.8K	337.45K	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	8.19K	354.64K	-3.64K	-30.75%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	10.61K	459K	-658	-5.84%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	11.54K	499.21K	11.54K	+100.00%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.4%	14.56K	630.16K	-4.75K	-24.60%
Mar 31, 2025	CWM, LLC	0.02%	746	32K	-479	-39.10%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	375	16.4K	0	0
Mar 31, 2024	NORTHWEST CAPITAL MANAGEMENT INC	0.01%	386	16.88K	0	0
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.01%	426	18.63K	0	0
Mar 31, 2024	OPTIMUM INVESTMENT ADVISORS	0.01%	429	18.76K	0	0
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.01%	543	23.76K	543	+100.00%
Mar 31, 2024	CITIGROUP INC	0.01%	600	26.24K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	721	31.54K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	783	34.25K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	915	40.02K	0	0
Mar 31, 2024	FMR LLC	0.02%	944	41.29K	-28	-2.88%
Mar 31, 2024	RIGGS ASSET MANAGMENT CO. INC.	0.02%	1.14K	49.86K	0	0
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	1.38K	60.55K	340	+32.57%
Mar 31, 2024	LPL FINANCIAL LLC	2.3%	125.97K	5.51M	58.14K	+85.72%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.6%	33.17K	1.45M	-10.82K	-24.59%
Mar 31, 2024	MORGAN STANLEY	3.39%	186.19K	8.14M	106.95K	+134.96%
Mar 31, 2024	ADDISON ADVISORS LLC	0.01%	567	24.8K	0	0
Mar 31, 2024	RICHARDSON CAPITAL MANAGEMENT LLC	0.04%	1.92K	83.85K	1.92K	+100.00%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.04%	2.05K	89.76K	9	+0.44%
Mar 31, 2024	CWM, LLC	0.05%	2.56K	112K	-297	-10.38%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	3.21K	140.28K	134	+4.36%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	2.88K	126.11K	0	0
Mar 31, 2024	WISER ADVISOR GROUP LLC	0.1%	4.49K	196.44K	-28	-0.62%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	5.55K	243K	-627	-10.15%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	5.91K	258.59K	-419	-6.62%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.12%	5.4K	236.03K	4	+0.07%
Mar 31, 2024	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	5.7K	249.32K	5.7K	+100.00%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.14%	6.37K	278.66K	-82	-1.27%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.17%	8.16K	357K	-14.76K	-64.41%
Mar 31, 2024	EAGLE STRATEGIES LLC	0.18%	8.65K	378.23K	8.65K	+100.00%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.2%	9.15K	400.22K	-1.5K	-14.08%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.23%	10.77K	470.99K	-650	-5.69%
Mar 31, 2024	CITADEL ADVISORS LLC	0.35%	19.34K	845.76K	-5.17K	-21.11%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.37%	20.35K	889.54K	-143	-0.70%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	0.43%	20.35K	843.18K	20.35K	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.5%	27.6K	1.21M	11.08K	+67.08%
Mar 31, 2024	ROYAL BANK OF CANADA	0.56%	30.51K	1.33M	-1.11K	-3.50%
Mar 31, 2024	CREATIVE PLANNING	0.11%	6.23K	272.28K	0	0
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.14%	6.5K	260.34K	6.5K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.16%	7.36K	321.88K	-1.53K	-17.25%
Mar 31, 2024	ALPINE WOODS CAPITAL INVESTORS, LLC	0.16%	7.5K	307.5K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.16%	7.51K	328K	-5.39K	-41.80%
Mar 31, 2024	SOMERSET TRUST CO	0.17%	7.8K	341.04K	-219	-2.73%
Mar 31, 2024	JANE STREET GROUP, LLC	0.17%	9.25K	404.55K	9.25K	+100.00%
Mar 31, 2024	CEERA INVESTMENTS, LLC	0.25%	11.55K	505.28K	-5.81K	-33.46%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.26%	12.21K	533.98K	-47	-0.38%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.26%	12.39K	541.84K	12.39K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	12.64K	553K	12.64K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	14.93K	653.08K	2.66K	+21.67%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	17.24K	754.03K	-3.19K	-15.60%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.35%	16.44K	718.85K	10.75K	+189.09%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.39%	21.65K	947.06K	-5.15K	-19.22%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.42%	19.66K	860.09K	19.66K	+100.00%
Mar 31, 2024		0.43%	20.35K	843.18K	20.35K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.49%	26.62K	1.16M	-14.5K	-35.26%
Mar 31, 2024	MONTECITO BANK & TRUST	0.53%	25.04K	1.1M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.55%	30.02K	1.31M	-6.78K	-18.42%
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.58%	27.02K	1.18M	1	0.00%
Mar 31, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0.59%	27.74K	1.21M	23	+0.08%
Mar 31, 2024	MCGUIRE INVESTMENT GROUP, LLC	0.6%	28.23K	1.23M	-6.7K	-19.18%
Mar 31, 2024	UBS GROUP AG	0.61%	33.36K	1.46M	2.11K	+6.76%
Mar 31, 2024	THRIVE CAPITAL MANAGEMENT, LLC	0.76%	35.49K	633.4K	35.49K	+100.00%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	1.25%	58.58K	2.56M	-2.4K	-3.93%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.75%	95.97K	4.2M	-907	-0.94%
Mar 31, 2024	WBI INVESTMENTS, INC.	1.94%	91.08K	3.98M	-107.32K	-54.09%
Dec 31, 2023	MCGUIRE INVESTMENT GROUP, LLC	0.69%	34.93K	1.5M	-1.4K	-3.86%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	650	28K	34	+5.52%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.01%	721	30.86K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	36.8K	1.58M	-4.4K	-10.68%
Dec 31, 2023	JPMORGAN CHASE & CO	0.81%	41.12K	1.76M	-2.26K	-5.20%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.86%	43.99K	1.88M	-27.04K	-38.07%
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	1.2%	60.98K	2.61M	-5.11K	-7.73%
Dec 31, 2023	LPL FINANCIAL LLC	1.33%	67.83K	2.9M	-17.62K	-20.62%
Dec 31, 2023	MORGAN STANLEY	1.56%	79.25K	3.39M	-5.33K	-6.30%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.9%	96.88K	4.15M	-100.51K	-50.92%
Dec 31, 2023	WBI INVESTMENTS, INC.	3.9%	198.4K	8.49M	11.9K	+6.38%
Dec 31, 2023	BESSEMER GROUP INC	0.01%	750	32K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	783	33.51K	-225	-22.32%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	915	38.47K	915	+100.00%
Dec 31, 2023	FMR LLC	0.02%	972	41.6K	213	+28.06%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	1.04K	44.69K	340	+48.30%
Dec 31, 2023	RIGGS ASSET MANAGMENT CO. INC.	0.02%	1.14K	48.79K	0	0
Dec 31, 2023	REGISTER FINANCIAL ADVISORS LLC	0.04%	2.04K	87.44K	2.04K	+100.00%
Dec 31, 2023	CWM, LLC	0.06%	2.86K	122K	-52	-1.79%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	2.88K	123.39K	477	+19.83%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	3.07K	131.53K	6	+0.20%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.11%	5.39K	230.76K	1	+0.02%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.11%	5.69K	243.3K	-274	-4.60%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	6.18K	264K	-751	-10.84%
Dec 31, 2023	CREATIVE PLANNING	0.12%	6.23K	266.43K	-5.1K	-45.03%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.12%	6.33K	270.97K	-3.03K	-32.40%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.13%	6.45K	271.42K	-450	-6.52%
Dec 31, 2023	ALPINE WOODS CAPITAL INVESTORS, LLC	0.15%	7.5K	321K	0	0
Dec 31, 2023	SOMERSET TRUST CO	0.16%	8.02K	343.09K	0	0
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.17%	8.89K	380.62K	-2.47K	-21.76%
Dec 31, 2023	NTV ASSET MANAGEMENT LLC	0.21%	10.65K	455.82K	-225	-2.07%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.22%	11.42K	488.69K	-1.93K	-14.43%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.24%	12.26K	524.51K	-600	-4.67%
Dec 31, 2023	FOUNDERS FINANCIAL SECURITIES LLC	0.24%	12.28K	525.41K	12.28K	+100.00%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.24%	12.45K	533K	12.45K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.25%	12.9K	552K	-159	-1.22%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.32%	16.52K	706.97K	3.19K	+23.93%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	16.52K	707.01K	4.76K	+40.52%
Dec 31, 2023	CEERA INVESTMENTS, LLC	0.34%	17.36K	743.01K	-669	-3.71%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.4%	20.43K	874.19K	778	+3.96%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.4%	20.5K	877.17K	-6.38K	-23.75%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.45%	22.91K	981K	8.03K	+53.96%
Dec 31, 2023	OCTAVIA WEALTH ADVISORS, LLC	0.46%	23.46K	670.79K	23.46K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.48%	24.51K	1.05M	-952	-3.74%
Dec 31, 2023	MONTECITO BANK & TRUST	0.49%	25.04K	1.07M	-306	-1.21%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.53%	26.8K	1.15M	901	+3.48%
Dec 31, 2023		0.09%	4.52K	193.39K	4.52K	+100.00%
Dec 31, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0.54%	27.72K	1.19M	3	+0.01%
Dec 31, 2023	UBS GROUP AG	0.61%	31.25K	1.34M	-2.81K	-8.26%
Dec 31, 2023	ROYAL BANK OF CANADA	0.62%	31.62K	1.35M	-13.86K	-30.47%

Frequently Asked Questions