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

Who are the major shareholders selling Invesco Global Listed Private Equity ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in PSP by -55.36% restricting it's holding to 54.22 thousand shares of worth nearly $3.02M. RAYMOND JAMES FINANCIAL INC also lessened -89.58% of the PSP shares from its portfolio, reducing its holding to 36.54 thousand shares of worth $2.04M. FARTHER FINANCE ADVISORS, LLC also shunned PSP shares holding by -28.86% last quarter which brought its holding to 33.92 thousand shares worth $1.89M.

Investors who are buying PSP stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in PSP by 74.24% in the last quarter. The institutional holder raised its holding to 57.85 thousand shares having worth more than $3.22M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 317.69% more shares of PSP to its portfolio, raising its holding to 53.02 thousand shares of worth $2.95M. FLOW TRADERS U.S. LLC also increased its PSP shares holding by 100% which brought its holding to 31.83 thousand shares worth $1.77M.

PSP's major insiders: who are they?

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

Did an insider recently sell PSP stock?

Company executives, directors, and other insiders own N/A percent of Invesco Global Listed Private Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which PSP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PSP stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Global Listed Private Equity ETF insiders have bought stock, totalling 0 shares

How much of PSP does insiders own?

Around 0 Invesco Global Listed Private Equity ETF shares are held by insiders, which represents about N/A of PSP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PSP?

CRESTWOOD ADVISORS GROUP LLC is the largest institutional owner in PSP which holds 70 thousand shares worth $3.90M or 1.5% of the total PSP shares outstanding followed by JANE STREET GROUP, LLC with ownership of 57.85 thousand shares representing 1.24% of the PSP ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 54.22 thousand shares or 1.16% of the ownership worth more than $3.02M.

Is Invesco Global Listed Private Equity 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 PSP is concerned, it is a stock which is optionable.

Is there a short position on PSP's shares?

Number of PSP 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 PSP shares are there?

As of today, null shares of PSP are outstanding.

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

PSP 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 PSP is null.

Invesco Global Listed Private Equity ETF (PSP) 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. CRESTWOOD ADVISORS GROUP LLC is the top corporate investor, holding 70K shares valued at $3.90M. A 1.5% stake in Invesco Global Listed Private Equity ETF is owned by the company. JANE STREET GROUP, LLC owns 57.85K shares valued at $3.22M, which translates its holding of 1.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CRESTWOOD ADVISORS GROUP LLC	1.5%	70K	3.9M	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	1.24%	57.85K	3.22M	24.65K	+74.24%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.16%	54.22K	3.02M	-67.23K	-55.36%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.13%	53.02K	2.95M	40.33K	+317.69%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.78%	36.54K	2.04M	-314.12K	-89.58%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.73%	33.92K	1.89M	-13.76K	-28.86%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.68%	31.83K	1.77M	31.83K	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.37%	17.47K	972.81K	11.41K	+188.55%
Jun 30, 2026	O'ROURKE & COMPANY, INC	0.35%	16.47K	917.24K	1.67K	+11.28%
Jun 30, 2026	ROYAL BANK OF CANADA	0.35%	16.36K	911K	5.02K	+44.26%
Jun 30, 2026	LFA - LUGANO FINANCIAL ADVISORS SA	0.33%	15.3K	811.27K	-840	-5.20%
Jun 30, 2026	MORGAN STANLEY	7.48%	349.51K	19.47M	110.9K	+46.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.54%	305.54K	17.02M	886	+0.29%
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	4.97%	232.28K	12.94M	5.6K	+2.47%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.26%	152.51K	8.5M	11.9K	+8.47%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	5.24K	291.93K	-11	-0.21%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.11%	5.33K	296.77K	403	+8.18%
Jun 30, 2026	FORT POINT CAPITAL PARTNERS LLC	0.11%	5.34K	297.33K	0	0
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.12%	5.68K	316.38K	5.68K	+100.00%
Jun 30, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.12%	5.77K	321.45K	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	1.05%	49.19K	2.74M	49.19K	+100.00%
Jun 30, 2026	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.12%	5.81K	323.79K	-2.1K	-26.50%
Jun 30, 2026	HRT FINANCIAL LP	0.1%	4.89K	272K	-23.82K	-82.98%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.11%	4.96K	275.98K	730	+17.28%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.11%	5.09K	283.23K	333	+7.01%
Jun 30, 2026	BRIGHTON JONES LLC	0.13%	6K	334.2K	0	0
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.13%	6.16K	342.96K	677	+12.35%
Jun 30, 2026	SIDOXIA CAPITAL MANAGEMENT, LLC	0.15%	6.93K	385.78K	150	+2.21%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.15%	6.95K	387K	0	0
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.16%	7.56K	420.97K	159	+2.15%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.18%	8.21K	457.21K	3.78K	+85.39%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	8.7K	485K	-58	-0.66%
Jun 30, 2026	BETTERMENT LLC	0.21%	9.67K	539K	897	+10.23%
Jun 30, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.22%	10.11K	556.26K	-7.52K	-42.64%
Jun 30, 2026	CORDOBA ADVISORY PARTNERS LLC	0.23%	10.54K	587.19K	2.78K	+35.75%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.23%	10.74K	598.17K	12	+0.11%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.29%	13.37K	744.74K	-15.26K	-53.30%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.31%	14.65K	815.07K	1.73K	+13.37%
Jun 30, 2026	NTV ASSET MANAGEMENT LLC	0.33%	15.27K	850.54K	-470	-2.99%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	2.25%	104.91K	5.84M	104.91K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	2.77%	129.61K	7.22M	-5.22K	-3.87%
Jun 30, 2026	ALETHEIAN WEALTH ADVISORS LLC	3.13%	146.35K	8.15M	14.77K	+11.23%
Jun 30, 2026	NUVEEN, LLC	0.45%	21.06K	1.17M	21.06K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	29.13K	1.62M	19.57K	+204.74%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.59%	27.42K	1.53M	27.42K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.58%	27.34K	1.52M	508	+1.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.48%	22.3K	1.24M	8.51K	+61.68%
Jun 30, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.44%	20.34K	1.13M	1.19K	+6.19%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.1%	4.87K	271.26K	1.2K	+32.70%
Jun 30, 2026	MARINO, STRAM & ASSOCIATES LLC	0.1%	4.84K	269.42K	-230	-4.54%
Jun 30, 2026	FIRST INTERSTATE BANK	2.23%	104.1K	5.8M	104.1K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	8.76K	495K	-1.24K	-12.41%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.6%	121.44K	6.86M	60.91K	+100.61%
Mar 31, 2026	MORGAN STANLEY	5.11%	238.61K	13.49M	32.33K	+15.67%
Mar 31, 2026	LPL FINANCIAL LLC	2.89%	134.83K	7.62M	28.82K	+27.18%
Mar 31, 2026	ALETHEIAN WEALTH ADVISORS LLC	2.82%	131.58K	7.44M	131.58K	+100.00%
Mar 31, 2026	CRESTWOOD ADVISORS GROUP LLC	1.5%	70K	3.96M	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.71%	33.2K	1.88M	21.74K	+189.75%
Mar 31, 2026	HYUNDAI INVESTMENTS CO., LTD.	0.38%	17.63K	972.06K	11.2K	+174.34%
Mar 31, 2026	LFA - LUGANO FINANCIAL ADVISORS SA	0.35%	16.14K	912.44K	238	+1.50%
Mar 31, 2026	NTV ASSET MANAGEMENT LLC	0.34%	15.74K	889.63K	-5.74K	-26.71%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.3%	13.79K	780.53K	-9.88K	-41.74%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.29%	13.71K	774.66K	10.33K	+305.50%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.28%	12.92K	730.3K	449	+3.60%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	4.43K	250.21K	956	+27.54%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	4.41K	249.25K	-1.21K	-21.53%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.13%	6.05K	342.11K	-12.68K	-67.68%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	4.75K	268.58K	517	+12.21%
Mar 31, 2026	UBS GROUP AG	0.57%	26.83K	1.52M	8.11K	+43.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.5%	350.66K	19.82M	62.77K	+21.80%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0.01%	435	26.85K	38	+9.57%
Mar 31, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	450	25.43K	-250	-35.71%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	770	43.52K	0	0
Mar 31, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	800	45.22K	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.01%	800	45.22K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	1.4K	78.9K	16	+1.16%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	0.03%	1.75K	98.91K	69	+4.10%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.04%	2.33K	131.22K	0	0
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.06%	3.67K	207.15K	-680	-15.65%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	3.7K	208.84K	-120	-3.15%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	3.87K	218.87K	106	+2.81%
Mar 31, 2026	HOLISTIC PLANNING, LLC	0.07%	3.92K	221.27K	-2.5K	-39.00%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	3.98K	229.16K	0	0
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.07%	4.23K	238.78K	656	+18.38%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.08%	4.4K	248.41K	-44.87K	-91.08%
Mar 31, 2026	BELVEDERE TRADING LLC	0.15%	6.8K	384.34K	6.8K	+100.00%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.15%	6.95K	392.7K	6.95K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.61%	28.63K	1.62M	-2.68K	-8.57%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.23%	10.73K	606.29K	2	+0.02%
Mar 31, 2026	GTS SECURITIES LLC	0.23%	10.83K	612.34K	4.35K	+66.99%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.01%	140.61K	7.95M	12.47K	+9.73%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	5.01K	283.28K	-239	-4.55%
Mar 31, 2026	SIDOXIA CAPITAL MANAGEMENT, LLC	0.15%	6.78K	382.98K	6.78K	+100.00%
Mar 31, 2026	CORDOBA ADVISORY PARTNERS LLC	0.17%	7.77K	438.93K	-14.29K	-64.79%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	4.85%	226.69K	12.81M	23.13K	+11.36%
Mar 31, 2026	MARINO, STRAM & ASSOCIATES LLC	0.11%	5.07K	286.39K	-400	-7.32%
Mar 31, 2026	ROYAL BANK OF CANADA	0.24%	11.34K	641K	-797	-6.57%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	12.69K	717.41K	-30.17K	-70.39%
Mar 31, 2026	CITADEL ADVISORS LLC	0.29%	13.6K	768.67K	13.6K	+100.00%
Mar 31, 2026	SKOPOS LABS, INC.	0.3%	13.91K	786.28K	5.13K	+58.32%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.52%	304.66K	17.22M	624	+0.21%
Mar 31, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.12%	5.77K	326.18K	0	0
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.12%	5.8K	327.61K	5.8K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.14%	6.7K	449.26K	572	+9.34%
Mar 31, 2026	FORT POINT CAPITAL PARTNERS LLC	0.11%	5.34K	301.7K	-2.22K	-29.35%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.12%	5.48K	309.74K	359	+7.01%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.41%	19.16K	1.08M	-192	-0.99%
Mar 31, 2026	HRT FINANCIAL LP	0.61%	28.7K	1.62M	28.7K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	1.02%	47.68K	2.71M	1.21K	+2.61%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	1.44%	67.22K	3.8M	67.22K	+100.00%
Mar 31, 2026	O'ROURKE & COMPANY, INC	0.32%	14.8K	836.4K	2.77K	+23.07%
Mar 31, 2026	BESSEMER GROUP INC	0.45%	20.98K	1.19M	3.01K	+16.77%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	5.25K	296.86K	5.25K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	9.56K	540.28K	8.41K	+731.22%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.11%	4.93K	278.36K	569	+13.06%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.16%	7.4K	418.19K	368	+5.23%
Mar 31, 2026		0.15%	6.78K	382.98K	6.78K	+100.00%
Mar 31, 2026	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.17%	7.91K	447.01K	-4.81K	-37.84%
Mar 31, 2026	BRIGHTON JONES LLC	0.13%	6K	339.12K	6K	+100.00%
Mar 31, 2026	BETTERMENT LLC	0.19%	8.77K	496K	530	+6.43%
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	12.14K	813K	5.54K	+84.06%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.56%	29.41K	1.97M	1.03K	+3.64%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	10K	671K	-6.07K	-37.77%
Dec 31, 2025	HOLISTIC PLANNING, LLC	0.14%	6.42K	430.46K	-308	-4.58%
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.14%	6.51K	436.45K	6.51K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.88%	46.46K	3.12M	280	+0.61%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.08%	4.24K	284.06K	100	+2.42%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.23%	10.73K	719.39K	-1.92K	-15.19%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.24%	12.47K	836.37K	747	+6.37%
Dec 31, 2025	O'ROURKE & COMPANY, INC	0.26%	12.02K	806.52K	2.54K	+26.72%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.31%	14.12K	946.75K	14.12K	+100.00%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	3.82K	255.89K	-131	-3.32%
Dec 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.28%	12.72K	853.35K	444	+3.62%
Dec 31, 2025	BESSEMER GROUP INC	0.35%	17.97K	1.21M	-454	-2.46%
Dec 31, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.35%	15.91K	1.07M	-516	-3.14%
Dec 31, 2025	UBS GROUP AG	0.36%	18.72K	1.26M	-23.95K	-56.13%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.37%	18.73K	1.26M	-101.28K	-84.39%
Dec 31, 2025		0.42%	22.06K	1.48M	22.06K	+100.00%
Dec 31, 2025	NTV ASSET MANAGEMENT LLC	0.47%	21.48K	1.44M	-1.62K	-7.01%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.54%	27.36K	1.84M	1.68K	+6.53%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.61%	31.31K	2.1M	3.21K	+11.43%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	42.86K	2.88M	19.28K	+81.73%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	1.08%	49.27K	3.3M	82	+0.17%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.15%	60.54K	4.06M	-103.48K	-63.09%
Dec 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.22%	55.79K	3.74M	3.06K	+5.80%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.09%	4.36K	292.17K	59	+1.37%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.09%	4.35K	291.44K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	5.25K	352.21K	-904	-14.69%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	3.51K	235.71K	440	+14.31%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.07%	3.36K	225.44K	3.36K	+100.00%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.08%	3.98K	267.22K	0	0
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.62%	74.35K	4.99M	26.56K	+55.58%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	3.96%	181.37K	12.19M	181.37K	+100.00%
Dec 31, 2025	MORGAN STANLEY	3.92%	206.28K	13.84M	-83.03K	-28.70%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.1%	5.12K	343.57K	304	+6.31%
Dec 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.12%	5.47K	366.69K	0	0
Dec 31, 2025	GTS SECURITIES LLC	0.12%	6.49K	435.18K	6.49K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	6.39K	429K	-411	-6.04%
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.13%	5.77K	387.08K	0	0
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.13%	7.03K	471.58K	23	+0.33%
Dec 31, 2025	CRESTWOOD ADVISORS GROUP LLC	1.53%	70K	4.7M	70K	+100.00%
Dec 31, 2025	BETA WEALTH GROUP, INC.	2.06%	105.29K	7.06M	-3.56K	-3.27%
Dec 31, 2025	LPL FINANCIAL LLC	2.08%	106.01K	7.11M	-107.53K	-50.36%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.44%	128.14K	8.6M	-14.93K	-10.44%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	3.93%	203.56K	13.65M	10.67K	+5.53%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.09%	4.34K	291K	4.34K	+100.00%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	3.77K	252.64K	575	+18.01%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.08%	4.01K	268.77K	4.01K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.48%	287.89K	19.31M	228.93K	+388.30%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.78%	304.03K	20.39M	23.93K	+8.54%
Dec 31, 2025	FORT POINT CAPITAL PARTNERS LLC	0.14%	7.56K	528.6K	2.22K	+41.55%
Dec 31, 2025	JANE STREET GROUP, LLC	0.25%	11.46K	768.6K	455	+4.13%
Dec 31, 2025	CYNOSURE GROUP, LLC	0.41%	21.52K	1.44M	2.12K	+10.91%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.42%	19.35K	1.3M	1.15K	+6.32%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	23.67K	1.59M	-6.81K	-22.33%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	5.62K	376.98K	1.58K	+39.21%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.12%	6.13K	410.9K	1.28K	+26.39%
Dec 31, 2025	HYUNDAI INVESTMENTS CO., LTD.	0.12%	6.43K	432.66K	6.43K	+100.00%
Dec 31, 2025	BETTERMENT LLC	0.16%	8.24K	553K	-7	-0.08%
Dec 31, 2025	SKOPOS LABS, INC.	0.17%	8.79K	593.71K	8.79K	+100.00%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.2%	10.45K	701.13K	-831	-7.36%
Sep 30, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.02%	800	55.22K	0	0
Sep 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	2.49%	122.14K	8.43M	2.48K	+2.07%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	2.45%	120.01K	6.36M	115.65K	+2,647.55%
Sep 30, 2025	BETA WEALTH GROUP, INC.	2.22%	108.85K	7.51M	35.3K	+48.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.2%	58.96K	4.07M	26.85K	+83.60%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.37%	18.2K	1.26M	928	+5.37%
Sep 30, 2025	JANE STREET GROUP, LLC	0.22%	11K	759.5K	-39K	-77.99%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	8.64K	596.48K	-47.06K	-84.48%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	6.16K	425K	-1.01K	-14.13%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.52%	25.69K	1.77M	6.11K	+31.23%
Sep 30, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.33%	16.42K	1.13M	-1.15K	-6.56%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	16.07K	1.11M	-2.38K	-12.89%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.26%	12.65K	872.85K	-484	-3.69%
Sep 30, 2025	BRIGHTON JONES LLC	0.12%	6K	414.12K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.57%	28.1K	1.94M	-4.98K	-15.05%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.12%	5.77K	398.31K	0	0
Sep 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.11%	5.34K	368.43K	0	0
Sep 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.11%	5.23K	360.63K	0	0
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	4.85K	334.54K	1.01K	+26.19%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.1%	4.82K	332.51K	116	+2.47%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	23.59K	1.63M	15.85K	+204.82%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.47%	23.1K	1.59M	-700	-2.94%
Sep 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.08%	52.73K	3.64M	6.03K	+12.90%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.58%	28.38K	1.96M	9.3K	+48.71%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	7.01K	483.69K	392	+5.93%
Sep 30, 2025	HOLISTIC PLANNING, LLC	0.14%	6.73K	464.25K	-277	-3.96%
Sep 30, 2025	ROYAL BANK OF CANADA	0.13%	6.59K	455K	64	+0.98%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	5.35K	368.91K	126	+2.41%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.4%	19.4K	1.34M	1.98K	+11.39%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.23%	11.28K	778.82K	2.7K	+31.39%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.2%	9.71K	670.04K	5.67K	+140.30%
Sep 30, 2025	O'ROURKE & COMPANY, INC	0.19%	9.49K	654.94K	6.33K	+200.09%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	9.36K	645.89K	3.31K	+54.68%
Sep 30, 2025	BESSEMER GROUP INC	0.38%	18.42K	1.27M	3.03K	+19.65%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.23%	11.32K	781.31K	-3.12K	-21.60%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	6.8K	469K	-862	-11.25%
Sep 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.11%	5.47K	377.33K	0	0
Sep 30, 2025	BETTERMENT LLC	0.17%	8.25K	569K	-88	-1.06%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.09%	4.35K	299.89K	-10	-0.23%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.08%	3.98K	274.98K	0	0
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	3.95K	272.35K	115	+3.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	3.19K	220.34K	3.19K	+100.00%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	3.01K	207.81K	-2.46K	-44.99%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	2.15K	148.21K	304	+16.49%
Sep 30, 2025	CORUNDUM TRUST COMPANY, INC	0.04%	2.03K	140.18K	2.03K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	1.2K	82.82K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	932	64.33K	540	+137.76%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	800	55.22K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	770	53.15K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	1%	49.19K	3.39M	7.32K	+17.48%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.97%	47.79K	3.3M	3.43K	+7.72%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.94%	46.18K	3.19M	35.32K	+324.99%
Sep 30, 2025	UBS GROUP AG	0.87%	42.66K	2.94M	24.42K	+133.91%
Sep 30, 2025	MORGAN STANLEY	5.9%	289.31K	19.97M	35.46K	+13.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.71%	280.11K	19.33M	-34.19K	-10.88%
Sep 30, 2025	TOUCHSTONE CAPITAL, INC.	4.79%	234.68K	16.2M	234.68K	+100.00%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	4.59%	225.06K	15.53M	-10.67K	-4.53%
Sep 30, 2025	LPL FINANCIAL LLC	4.35%	213.54K	14.74M	28.65K	+15.49%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	3.93%	192.88K	13.31M	3.76K	+1.99%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.34%	164.02K	11.32M	-38.66K	-19.07%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.92%	143.07K	9.87M	5.4K	+3.92%
Sep 30, 2025	CITADEL ADVISORS LLC	2.82%	138.16K	9.54M	111.3K	+414.47%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.7%	34.4K	2.37M	4.61K	+15.48%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	30.48K	2.17M	-8.84K	-22.48%
Sep 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.25%	12.28K	847.5K	-699	-5.39%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.24%	11.73K	809.26K	403	+3.56%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.12%	5.34K	367.52K	5.34K	+100.00%
Jun 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.12%	5.47K	376.4K	5.47K	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	5.47K	376.9K	-1.04K	-15.98%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.13%	5.77K	397.33K	0	0
Jun 30, 2025	BALLAST, INC.	0.13%	5.77K	397.33K	5.77K	+100.00%
Jun 30, 2025	BRIGHTON JONES LLC	0.13%	6K	413.1K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.15%	6.53K	449K	-564	-7.95%
Jun 30, 2025	HOLISTIC PLANNING, LLC	0.16%	7K	482.13K	551	+8.54%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	7.17K	493K	2.06K	+40.38%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.24%	10.56K	727K	10.56K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.24%	10.87K	748.19K	400	+3.82%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.29%	13.13K	904.03K	13	+0.10%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.32%	14.44K	994.13K	14.44K	+100.00%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.39%	17.27K	1.19M	4.16K	+31.70%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.94%	41.87K	2.88M	37.68K	+899.98%
Jun 30, 2025	BETA WEALTH GROUP, INC.	1.65%	73.55K	5.06M	73.55K	+100.00%
Jun 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	2.68%	119.66K	8.24M	8.18K	+7.33%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.67%	29.79K	2.05M	17.86K	+149.74%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.29%	12.98K	893.5K	-2.55K	-16.41%
Jun 30, 2025	BESSEMER GROUP INC	0.34%	15.4K	1.06M	2.49K	+19.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.74%	33.08K	2.28M	3.27K	+10.97%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	6.05K	416.53K	-46	-0.75%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.15%	6.62K	455.51K	6.62K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.66K	528K	510	+7.13%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	7.74K	532.76K	-33.05K	-81.03%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.25%	11.32K	779.52K	984	+9.52%
Jun 30, 2025	GTS SECURITIES LLC	0.38%	17.1K	1.18M	5.31K	+45.08%
Jun 30, 2025	CYNOSURE GROUP, LLC	0.39%	17.42K	1.2M	2.31K	+15.29%
Jun 30, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.39%	17.58K	1.21M	3.82K	+27.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	39.32K	2.64M	14.92K	+61.13%
Jun 30, 2025	JANE STREET GROUP, LLC	1.12%	50K	3.44M	17.63K	+54.46%
Jun 30, 2025	O'ROURKE & COMPANY, INC	0.07%	3.16K	217.7K	3.16K	+100.00%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.99%	44.36K	3.05M	2.83K	+6.82%
Jun 30, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.04%	46.71K	3.22M	-1.15K	-2.40%
Jun 30, 2025	MORGAN STANLEY	5.68%	253.84K	17.48M	-7.28K	-2.79%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.19%	8.59K	591.28K	1.47K	+20.67%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	5.27%	235.73K	16.23M	231.83K	+5,944.31%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.25%	55.7K	3.83M	-555	-0.99%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.08%	137.67K	9.48M	29.93K	+27.78%
Jun 30, 2025	LPL FINANCIAL LLC	4.14%	184.89K	12.73M	40.17K	+27.75%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.53%	202.67K	13.95M	90.45K	+80.60%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.03%	314.3K	21.64M	45.36K	+16.86%
Jun 30, 2025	BETTERMENT LLC	0.19%	8.34K	574K	90	+1.09%
Jun 30, 2025		0.19%	8.59K	591.28K	1.47K	+20.67%
Jun 30, 2025	UBS GROUP AG	0.41%	18.24K	1.26M	1.15K	+6.70%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	18.45K	1.27M	7.2K	+64.08%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.43%	19.08K	1.31M	2.01K	+11.77%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.44%	19.57K	1.35M	19.57K	+100.00%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.53%	23.8K	1.64M	-400	-1.65%
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	4.23%	189.12K	13.02M	-1.15K	-0.61%
Jun 30, 2025	CITADEL ADVISORS LLC	0.6%	26.85K	1.85M	7.21K	+36.72%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	32.11K	2.21M	2.88K	+9.84%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.09%	3.8K	261.84K	297	+8.47%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	3.83K	263.76K	-1.61K	-29.54%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.09%	3.84K	264.45K	474	+14.08%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.09%	3.93K	270.65K	3.93K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.09%	3.98K	274.3K	0	0
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	4.04K	278.15K	91	+2.30%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.1%	4.37K	300.72K	-6.21K	-58.69%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	5.22K	359.33K	160	+3.16%
Jun 30, 2025	BURKE & HERBERT BANK & TRUST CO	0.12%	5.23K	359.74K	225	+4.50%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.38%	13.12K	840.41K	-175	-1.32%
Mar 31, 2025	SCHECHTER INVESTMENT ADVISORS, LLC	0.39%	13.5K	864.89K	1.09K	+8.81%
Mar 31, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.39%	13.75K	881.09K	-472	-3.32%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	10.47K	676.69K	10.47K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	11.24K	720K	-9.18K	-44.95%
Mar 31, 2025	ALETHEIAN WEALTH ADVISORS LLC	3.2%	111.49K	7.14M	2.79K	+2.57%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.22%	112.22K	7.19M	-140.28K	-55.56%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.4%	13.98K	895.76K	3.24K	+30.18%
Mar 31, 2025	CYNOSURE GROUP, LLC	0.43%	15.11K	968.06K	3.28K	+27.77%
Mar 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.45%	15.53K	995.19K	-6.53K	-29.59%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.49%	17.07K	1.09M	1.16K	+7.26%
Mar 31, 2025	UBS GROUP AG	0.49%	17.09K	1.1M	2.09K	+13.92%
Mar 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	3.53%	123.06K	7.88M	-2.2K	-1.75%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	3.8%	132.46K	8.49M	132.46K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	4.15%	144.73K	9.27M	-81.62K	-36.06%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	6.1K	390.59K	-391	-6.03%
Mar 31, 2025	GTS SECURITIES LLC	0.34%	11.79K	755.07K	11.79K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	40.79K	2.61M	24.92K	+157.03%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.19%	41.53K	2.66M	740	+1.81%
Mar 31, 2025	TRACTION FINANCIAL PARTNERS, LLC	1.37%	47.86K	3.07M	-6.03K	-11.19%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	7.09K	454K	-1.23K	-14.78%
Mar 31, 2025	MORGAN STANLEY	7.49%	261.13K	16.73M	-5.18K	-1.94%
Mar 31, 2025	BETTERMENT LLC	0.24%	8.25K	528K	-611	-6.90%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.3%	10.34K	662.77K	448	+4.53%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.3%	10.44K	669K	10.44K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.61%	56.25K	3.6M	-24K	-29.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.09%	107.74K	6.9M	-17.17K	-13.75%
Mar 31, 2025	BURKE & HERBERT BANK & TRUST CO	0.14%	5K	320.35K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	5.11K	327K	5.11K	+100.00%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.16%	5.44K	348.35K	0	0
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.17%	5.77K	369.75K	0	0
Mar 31, 2025	BRIGHTON JONES LLC	0.17%	6K	384.42K	0	0
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.34%	11.93K	764K	446	+3.88%
Mar 31, 2025	HOLISTIC PLANNING, LLC	0.19%	6.45K	413.41K	6.45K	+100.00%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.19%	6.52K	417.45K	6.52K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	24.4K	1.56M	-363	-1.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	29.24K	1.87M	-9.54K	-24.60%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.72%	268.94K	17.23M	28.69K	+11.94%
Mar 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.38%	13.11K	875.52K	0	0
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.3%	10.57K	677.41K	10.57K	+100.00%
Mar 31, 2025	BESSEMER GROUP INC	0.37%	12.91K	827K	12.91K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	5.06K	324.13K	-586	-10.38%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	7.15K	458K	3.14K	+78.23%
Mar 31, 2025	NTV ASSET MANAGEMENT LLC	0.69%	24.2K	1.55M	290	+1.21%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.86%	29.81K	1.91M	-538	-1.77%
Mar 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	5.46%	190.27K	12.19M	-8.71K	-4.38%
Mar 31, 2025		0.13%	4.66K	298.37K	908	+24.22%
Mar 31, 2025	CITADEL ADVISORS LLC	0.56%	19.64K	1.26M	14.27K	+265.43%
Mar 31, 2025	JANE STREET GROUP, LLC	0.93%	32.37K	2.07M	4.87K	+17.71%
Mar 31, 2024	RETIREMENT GROUP, LLC	0%	115	7.59K	-130	-53.06%
Dec 31, 2023	RETIREMENT GROUP, LLC	0.01%	245	15.24K	0	0
Mar 31, 2023	MML INVESTORS SERVICES, LLC	0%	57.07K	577K	1.94K	+3.52%
Mar 31, 2023	CREATIVEONE WEALTH, LLC	0%	69.38K	701K	12.33K	+21.61%
Mar 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0%	99.13K	1M	99.13K	+100.00%
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	101.73K	1.03M	32.93K	+47.85%
Mar 31, 2023	BETTERMENT LLC	0%	114.24K	1.16M	2.45K	+2.19%
Mar 31, 2023	OLD MISSION CAPITAL LLC	0%	16.36K	165.39M	-53.41K	-76.55%
Mar 31, 2023	PFG PRIVATE WEALTH MANAGEMENT, LLC	0%	0	-	-42	-100.00%
Mar 31, 2023	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-288	-100.00%
Mar 31, 2023	COLONY GROUP LLC	0%	0	-	-17.5K	-100.00%
Mar 31, 2023	CANTOR FITZGERALD, L. P.	0%	0	-	-14.14K	-100.00%
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-155	-100.00%
Mar 31, 2023	CUTLER GROUP LLC / CA	0%	300	-	300	+100.00%
Mar 31, 2023	TORONTO DOMINION BANK	0%	700	7K	0	0
Mar 31, 2023	RETIREMENT GROUP, LLC	0%	1.23K	12K	0	0
Mar 31, 2023	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	0%	1.32K	13K	-558.78K	-99.76%
Mar 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0%	2.13K	22K	-1K	-31.96%
Mar 31, 2023	CWM, LLC	0%	4.03K	41K	2.67K	+196.33%
Mar 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	10	131K	1	+11.11%
Mar 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	19.8K	200K	19.8K	+100.00%
Mar 31, 2023	CIBC WORLD MARKET INC.	0%	20.6K	208K	20.6K	+100.00%
Mar 31, 2023	FORMIDABLE ASSET MANAGEMENT, LLC	0%	29.18K	296K	0	0
Mar 31, 2023	PARK AVENUE SECURITIES LLC	0%	35.78K	362K	-2.6K	-6.78%
Mar 31, 2023	BOXWOOD VENTURES, INC.	0%	47.13K	476K	0	0

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