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

Who are the major shareholders selling PGIM Ultra Short Bond ETF stock?

LAKESHORE FINANCIAL PLANNING, INC., in the last quarter, reduced its stake in PULS by -0.15% restricting it's holding to 767.77 thousand shares of worth nearly $38.04M. EMBREE FINANCIAL GROUP also lessened -8.33% of the PULS shares from its portfolio, reducing its holding to 453.11 thousand shares of worth $22.45M. MAI CAPITAL MANAGEMENT also shunned PULS shares holding by -0.8% last quarter which brought its holding to 1.44 million shares worth $71.51M.

Investors who are buying PULS stock?

As per its latest 13F filing, NAVIGATION GROUP, LLC increased its stake in PULS by 12.46% in the last quarter. The institutional holder raised its holding to 658.09 thousand shares having worth more than $32.61M. MBM WEALTH CONSULTANTS, LLC also added 13.28% more shares of PULS to its portfolio, raising its holding to 570.84 thousand shares of worth $28.29M. GENEOS WEALTH MANAGEMENT INC. also increased its PULS shares holding by 18.46% which brought its holding to 458.26 thousand shares worth $22.71M.

PULS's major insiders: who are they?

The insider with the most stakes in PULS is REINHOLD LAWRENCE P , director at the company. Additionally, PULS stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell PULS stock?

Company executives, directors, and other insiders own N/A percent of PGIM Ultra Short Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which PULS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PULS stock?

There have been 0 transaction(s) during the past 6-months in which PGIM Ultra Short Bond ETF insiders have bought stock, totalling 0 shares

How much of PULS does insiders own?

Around 0 PGIM Ultra Short Bond ETF shares are held by insiders, which represents about N/A of PULS stock.

Who is the insider with the largest stake?

PULS director, REINHOLD LAWRENCE P holds the largest portfolio of the company's shares. PULS shares owned by REINHOLD total nearly 17.62 thousand.

Which institution holds the most shares in PULS?

NAVIGATION GROUP, LLC is the largest institutional owner in PULS which holds 658.09 thousand shares worth $32.61M or 0.19% of the total PULS shares outstanding followed by MBM WEALTH CONSULTANTS, LLC with ownership of 570.84 thousand shares representing 0.16% of the PULS ownership. GENEOS WEALTH MANAGEMENT INC. is the third largest stakeholder with 458.26 thousand shares or 0.14% of the ownership worth more than $22.71M.

Is PGIM Ultra Short Bond 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 PULS is concerned, it is a stock which is optionable.

Is there a short position on PULS's shares?

Number of PULS 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 PULS shares are there?

As of today, null shares of PULS are outstanding.

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

PULS 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 PULS is null.

PGIM Ultra Short Bond ETF (PULS) 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. NAVIGATION GROUP, LLC is the top corporate investor, holding 658.09K shares valued at $32.61M. A 0.19% stake in PGIM Ultra Short Bond ETF is owned by the company. MBM WEALTH CONSULTANTS, LLC owns 570.84K shares valued at $28.29M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NAVIGATION GROUP, LLC	0.19%	658.09K	32.61M	72.92K	+12.46%
Jun 30, 2026	MBM WEALTH CONSULTANTS, LLC	0.16%	570.84K	28.29M	66.91K	+13.28%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.14%	458.26K	22.71M	71.4K	+18.46%
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.14%	482.73K	23.97M	482.73K	+100.00%
Jun 30, 2026	MAIN STREET GROUP, LTD	0.21%	738.79K	36.61M	79.48K	+12.05%
Jun 30, 2026	LAKESHORE FINANCIAL PLANNING, INC.	0.22%	767.77K	38.04M	-1.17K	-0.15%
Jun 30, 2026	EMBREE FINANCIAL GROUP	0.14%	453.11K	22.45M	-41.18K	-8.33%
Jun 30, 2026	IRONWOOD WEALTH MANAGEMENT, INC.	0.13%	439.76K	21.8M	19.36K	+4.61%
Jun 30, 2026	SYMPHONY FINANCIAL, LTD. CO.	0.13%	435.08K	21.56M	23.12K	+5.61%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.13%	429.86K	21.3M	13.85K	+3.33%
Jun 30, 2026	FINANCIAL CONSULATE, INC	0.13%	427.18K	21.17M	31.37K	+7.92%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.41%	1.44M	71.51M	-11.6K	-0.80%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	393.42K	19.49M	27.13K	+7.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.29%	1.03M	51.06M	20.66K	+2.05%
Jun 30, 2026	BULWARK CAPITAL CORP	0.12%	386.68K	19.16M	64.8K	+20.13%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	768.23K	38.07M	-2.38K	-0.31%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.22%	769.36K	38.12M	356.28K	+86.25%
Jun 30, 2026	CREWE ADVISORS LLC	0.24%	847.3K	41.99M	171.97K	+25.46%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.12%	381.09K	18.88M	381.09K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.12%	380.49K	18.85M	76.5K	+25.17%
Jun 30, 2026	CALIBER WEALTH MANAGEMENT, LLC / KS	0.12%	378.36K	18.75M	73.91K	+24.27%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	0.11%	372.4K	18.45M	149.09K	+66.76%
Jun 30, 2026	TD CAPITAL MANAGEMENT LLC	0.11%	362.45K	17.96M	175.96K	+94.36%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.11%	361.48K	17.91M	-16.33K	-4.32%
Jun 30, 2026	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.11%	360.51K	17.86M	246.17K	+215.32%
Jun 30, 2026	PRUDENTIAL FINANCIAL INC	7.75%	27.21M	1.35B	4.76M	+21.20%
Jun 30, 2026	LPL FINANCIAL LLC	3.98%	13.98M	692.8M	1.26M	+9.93%
Jun 30, 2026	FMR LLC	1.79%	6.28M	311M	1.82M	+40.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.66%	5.84M	289.33M	1.1M	+23.21%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.5%	5.26M	260.45M	316.65K	+6.41%
Jun 30, 2026	UBS GROUP AG	1.28%	4.5M	222.88M	122.47K	+2.80%
Jun 30, 2026	KENSINGTON ASSET MANAGEMENT, LLC	1.26%	4.41M	218.4M	1.18M	+36.60%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	2.29M	113.54M	-18.01K	-0.78%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.58%	2.05M	101.56M	742.33K	+56.78%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.51%	1.8M	89.24M	-9.09K	-0.50%
Jun 30, 2026	CRANE ADVISORY, LLC	0.44%	1.53M	75.84M	-8.9K	-0.58%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.15%	521.16K	25.82M	-9.19K	-1.73%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.15%	515.22K	25.53M	36.74K	+7.68%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	497.42K	24.65M	140.99K	+39.56%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	486.35K	24.24M	74.33K	+18.04%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.46%	12.14M	601.43M	657.72K	+5.73%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.52%	8.85M	438.69M	1.01M	+12.89%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.53%	5.37M	265.88M	258.16K	+5.05%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.18%	4.15M	206.15M	909.86K	+28.10%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.15%	4.05M	200.59M	176.41K	+4.56%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	1.15%	4.05M	200.59M	4.05M	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.74%	2.61M	129.11M	164.39K	+6.73%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.15%	482.73K	23.97M	91.05K	+23.25%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.62%	2.18M	107.93M	-211.11K	-8.83%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	1.97M	97.43M	347.65K	+21.48%
Jun 30, 2026		0.2%	658.09K	32.61M	72.92K	+12.46%
Jun 30, 2026	AMJ FINANCIAL WEALTH MANAGEMENT	0.19%	662.17K	32.78M	0	0
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.15%	522.16K	25.87M	-9.59K	-1.80%
Jun 30, 2026	DISCIPLINA CAPITAL MANAGEMENT LLC	0.15%	524.13K	26.02M	74.18K	+16.49%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.15%	543.29K	26.92M	53.22K	+10.86%
Jun 30, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.19%	672.13K	33.3M	-13.99K	-2.04%
Jun 30, 2026	VALEO FINANCIAL ADVISORS, LLC	0.19%	675.62K	33.48M	58.71K	+9.52%
Jun 30, 2026	PINE HARBOR WEALTH MANAGEMENT, LLC	0.21%	722.62K	35.81M	37.1K	+5.41%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.21%	731.01K	36.22M	539.93K	+282.57%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	592.4K	29.35M	-348.25K	-37.02%
Jun 30, 2026	BLUE WATER ASSET MANAGEMENT	0.19%	662.69K	32.84M	-22K	-3.21%
Jun 30, 2026	PEAK PLANNING GROUP, LLC	0.21%	749.15K	37.12M	159.91K	+27.14%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	656.86K	32.55M	93.25K	+16.55%
Jun 30, 2026	JPMORGAN CHASE & CO	14.43%	50.64M	2.52B	11.23M	+28.49%
Jun 30, 2026	MORGAN STANLEY	5.32%	18.68M	925.59M	1.28M	+7.38%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	1.23M	60.95M	105.55K	+9.39%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.32%	1.11M	55.17M	372.61K	+50.29%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.41%	1.45M	72.01M	-39.37K	-2.63%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.92%	3.24M	160.8M	520.72K	+19.16%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.1%	3.87M	191.65M	88.41K	+2.34%
Mar 31, 2026	UBS GROUP AG	1.25%	4.38M	216.59M	573.04K	+15.07%
Mar 31, 2026	FMR LLC	1.27%	4.46M	220.58M	-115.87K	-2.53%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.41%	4.94M	244.51M	918.26K	+22.83%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.46%	5.11M	252.84M	355.36K	+7.48%
Mar 31, 2026	JPMORGAN CHASE & CO	11.24%	39.41M	1.96B	3.3K	+0.01%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.35%	4.74M	234.58M	1.72M	+56.73%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.81%	2.39M	118.31M	878.22K	+58.09%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	2.31M	114.32M	-42.24K	-1.80%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.52%	1.81M	89.6M	-269.5K	-12.96%
Mar 31, 2026	LPL FINANCIAL LLC	3.63%	12.72M	629.56M	1.57M	+14.09%
Mar 31, 2026	MORGAN STANLEY	4.96%	17.4M	861.14M	845.05K	+5.11%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	6.4%	22.45M	1.11B	-1	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.27%	940.65K	46.56M	286.83K	+43.87%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0.18%	616.91K	30.54M	85.62K	+16.12%
Mar 31, 2026	EMBREE FINANCIAL GROUP	0.14%	494.3K	24.47M	52.21K	+11.81%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.24%	7.84M	388.19M	67.92K	+0.87%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.27%	11.48M	568.26M	-63.26K	-0.55%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.14%	490.07K	24.26M	192.02K	+64.42%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	412.03K	20.66M	68.31K	+19.87%
Mar 31, 2026	SYMPHONY FINANCIAL, LTD. CO.	0.14%	411.95K	20.39M	81.72K	+24.74%
Mar 31, 2026	BULWARK CAPITAL CORP	0.11%	321.88K	15.93M	164.51K	+104.54%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.11%	323.86K	16.03M	13.19K	+4.25%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.11%	324.35K	16.06M	235.9K	+266.70%
Mar 31, 2026	FAIRVOY PRIVATE WEALTH, LLC	0.11%	325.32K	16.1M	21.46K	+7.06%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.29%	1.01M	49.98M	159.23K	+18.72%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	356.43K	17.64M	19.93K	+5.92%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	366.29K	18.13M	24.85K	+7.28%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.15%	530.35K	26.25M	242.66K	+84.35%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.15%	531.75K	26.32M	-2.18K	-0.41%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	563.61K	27.9M	132.95K	+30.87%
Mar 31, 2026		0.17%	585.17K	28.97M	585.17K	+100.00%
Mar 31, 2026	MAIN STREET GROUP, LTD	0.19%	659.32K	32.64M	-21.58K	-3.17%
Mar 31, 2026	AMJ FINANCIAL WEALTH MANAGEMENT	0.19%	662.17K	32.78M	148.16K	+28.82%
Mar 31, 2026	MBM WEALTH CONSULTANTS, LLC	0.14%	503.94K	24.94M	25.62K	+5.36%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.14%	478.48K	23.71M	218K	+83.69%
Mar 31, 2026	DISCIPLINA CAPITAL MANAGEMENT LLC	0.13%	449.95K	22.32M	127.78K	+39.66%
Mar 31, 2026	IRONWOOD WEALTH MANAGEMENT, INC.	0.12%	420.39K	20.84M	1.5K	+0.36%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.12%	416.01K	20.59M	-30.5K	-6.83%
Mar 31, 2026	MILESTONE ASSET MANAGEMENT, LLC	0.12%	412.86K	20.44M	-32.06K	-7.21%
Mar 31, 2026	VICKERMAN INVESTMENT ADVISORS, INC.	0.2%	686.12K	33.96M	-112.09K	-14.04%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	1.12M	55.67M	8.88K	+0.80%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	373.76K	18.57M	32.29K	+9.46%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.13%	386.86K	19.15M	-53.92K	-12.23%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.13%	391.68K	19.46M	174.87K	+80.65%
Mar 31, 2026	FINANCIAL CONSULATE, INC	0.14%	395.81K	19.59M	166.1K	+72.31%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.14%	396.69K	19.64M	78.55K	+24.69%
Mar 31, 2026	LAKESHORE FINANCIAL PLANNING, INC.	0.22%	768.94K	38.06M	11.6K	+1.53%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	770.6K	38.15M	125.34K	+19.42%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.37%	1.31M	64.71M	120.34K	+10.14%
Mar 31, 2026	CRANE ADVISORY, LLC	0.44%	1.54M	76.29M	4.92K	+0.32%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.21%	740.87K	36.67M	5.06K	+0.69%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.46%	1.62M	80.12M	221.29K	+15.84%
Mar 31, 2026	ROYAL BANK OF CANADA	0.7%	2.44M	120.84M	59.42K	+2.49%
Mar 31, 2026	KENSINGTON ASSET MANAGEMENT, LLC	0.92%	3.23M	159.73M	1.64M	+103.18%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.12%	413.09K	20.45M	32.15K	+8.44%
Mar 31, 2026	CREWE ADVISORS LLC	0.19%	675.33K	33.43M	-85.56K	-11.24%
Mar 31, 2026	LECLAIR WEALTH PARTNERS LLC	0.2%	684.69K	33.89M	684.69K	+100.00%
Mar 31, 2026	PINE HARBOR WEALTH MANAGEMENT, LLC	0.2%	685.51K	33.93M	62.05K	+9.95%
Dec 31, 2025		0.17%	469.39K	23.28M	469.39K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	430.66K	21.36M	78.48K	+22.28%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	1.12M	55.33M	49.48K	+4.64%
Dec 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.17%	444.91K	22.06M	-72.8K	-14.06%
Dec 31, 2025	EMBREE FINANCIAL GROUP	0.16%	442.08K	21.92M	203.21K	+85.07%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.16%	446.51K	22.14M	20.98K	+4.93%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	380.94K	18.89M	309.23K	+431.26%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	343.72K	17.05M	47.72K	+16.12%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	336.49K	16.69M	184.13K	+120.85%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	8.09%	22.45M	1.11B	-2.5M	-10.02%
Dec 31, 2025	MORGAN STANLEY	5.97%	16.55M	820.8M	203.8K	+1.25%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.36%	3.78M	187.62M	80.7K	+2.18%
Dec 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.29%	798.21K	39.58M	337	+0.04%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	850.53K	42.18M	77.09K	+9.97%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.43%	1.19M	58.86M	236.97K	+24.94%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	1.51M	75.02M	479.2K	+46.41%
Dec 31, 2025	CRANE ADVISORY, LLC	0.57%	1.53M	76.11M	-467.33K	-23.37%
Dec 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	0.57%	1.59M	78.74M	425.76K	+36.63%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.98%	2.72M	134.76M	553.46K	+25.58%
Dec 31, 2025	FMR LLC	1.65%	4.57M	226.73M	-55.48K	-1.20%
Dec 31, 2025	COMERICA BANK	0.1%	266.62K	13.22M	-23.57K	-8.12%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.16%	440.77K	21.86M	65.07K	+17.32%
Dec 31, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.16%	418.89K	20.8M	-5.28K	-1.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	267.58K	13.27M	30.54K	+12.88%
Dec 31, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.1%	271.95K	13.49M	16.82K	+6.59%
Dec 31, 2025	JPMORGAN CHASE & CO	14.68%	39.41M	1.95B	1.63M	+4.32%
Dec 31, 2025	UBS GROUP AG	1.37%	3.8M	188.57M	-299.83K	-7.31%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.45%	4.02M	199.42M	221.41K	+5.83%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	4.75M	235.67M	403.87K	+9.29%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.8%	7.77M	385.53M	356.55K	+4.81%
Dec 31, 2025	LPL FINANCIAL LLC	4.01%	11.15M	552.84M	869.51K	+8.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.16%	11.54M	572.43M	404.1K	+3.63%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	310.67K	15.41M	14.27K	+4.81%
Dec 31, 2025	DISCIPLINA CAPITAL MANAGEMENT LLC	0.12%	322.17K	16.02M	80.24K	+33.17%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	318.14K	15.78M	66.78K	+26.57%
Dec 31, 2025	MBM WEALTH CONSULTANTS, LLC	0.18%	478.31K	23.72M	61.98K	+14.89%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.12%	337.43K	16.73M	-9.83K	-2.83%
Dec 31, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.19%	514.01K	25.49M	-13.46K	-2.55%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.19%	533.93K	26.48M	533.93K	+100.00%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.2%	531.29K	26.35M	487.84K	+1,122.76%
Dec 31, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.23%	623.47K	30.92M	43.21K	+7.45%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	653.82K	32.42M	66.25K	+11.27%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	645.26K	32M	52.18K	+8.80%
Dec 31, 2025	MAIN STREET GROUP, LTD	0.25%	680.89K	33.77M	-10.93K	-1.58%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.27%	735.82K	36.49M	103.83K	+16.43%
Dec 31, 2025	LAKESHORE FINANCIAL PLANNING, INC.	0.27%	757.34K	37.56M	25.17K	+3.44%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	1.4M	69.29M	117.35K	+9.17%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.54%	1.49M	74.09M	-42.84K	-2.79%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.75%	2.08M	103.13M	288.63K	+16.12%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	2.35M	116.62M	277.39K	+13.37%
Dec 31, 2025	ROYAL BANK OF CANADA	0.86%	2.38M	118.12M	-113.12K	-4.53%
Dec 31, 2025	FAIRVOY PRIVATE WEALTH, LLC	0.11%	303.86K	15.07M	5.91K	+1.98%
Dec 31, 2025	LEELYN SMITH, LLC	0.11%	294.09K	14.58M	294.09K	+100.00%
Dec 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.11%	298.87K	14.82M	12.8K	+4.47%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.11%	298.06K	14.78M	276.29K	+1,269.18%
Dec 31, 2025	CREWE ADVISORS LLC	0.28%	760.9K	37.73M	-178.59K	-19.01%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.1%	279.68K	13.87M	131.39K	+88.60%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.13%	341.44K	17.01M	-7.11K	-2.04%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	341.47K	16.93M	143.76K	+72.71%
Dec 31, 2025	M WEALTH MANAGEMENT, LLC	0.12%	319.23K	15.83M	-9.98K	-3.03%
Dec 31, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.12%	330.24K	16.37M	3.98K	+1.22%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.1%	274.5K	13.61M	-178.97K	-39.47%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.09%	3.02M	149.95M	763.73K	+33.79%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	1.03M	51.46M	942.93K	+1,051.83%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	1.07M	53.13M	129.8K	+13.86%
Sep 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	0.46%	1.16M	57.92M	1.16M	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	1.28M	63.78M	45.69K	+3.70%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.6%	1.54M	76.59M	30.88K	+2.05%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.7%	1.79M	89.25M	490.94K	+37.76%
Sep 30, 2025	COMERICA BANK	0.11%	290.18K	14.46M	19.35K	+7.14%
Sep 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.11%	286.07K	14.25M	113.93K	+66.19%
Sep 30, 2025	CRANE ADVISORY, LLC	0.78%	2M	99.36M	68.81K	+3.56%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	2.07M	103.36M	20.63K	+1.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.85%	2.16M	107.76M	615.68K	+39.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.89%	2.26M	112.61M	1.01M	+80.14%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.45%	3.7M	184.5M	84.9K	+2.35%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.49%	3.8M	189.35M	396.5K	+11.65%
Sep 30, 2025	UBS GROUP AG	1.61%	4.1M	204.42M	591.64K	+16.85%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	4.35M	216.69M	236.04K	+5.74%
Sep 30, 2025	FMR LLC	1.82%	4.63M	230.59M	-132.71K	-2.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.91%	7.42M	369.63M	818.21K	+12.40%
Sep 30, 2025	LPL FINANCIAL LLC	4.03%	10.28M	512.18M	901.24K	+9.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.37%	11.14M	555.07M	215.25K	+1.97%
Sep 30, 2025	MORGAN STANLEY	6.42%	16.35M	814.62M	1.23M	+8.16%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	9.79%	24.95M	1.24B	703	0.00%
Sep 30, 2025	JPMORGAN CHASE & CO	14.83%	37.78M	1.88B	4.07M	+12.06%
Sep 30, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.17%	424.17K	21.09M	30.41K	+7.72%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.17%	425.52K	21.2M	12.53K	+3.04%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.18%	453.47K	22.51M	112.72K	+33.08%
Sep 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.2%	517.72K	25.8M	-340.8K	-39.70%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	587.57K	29.28M	68.14K	+13.12%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.37%	950.02K	47.34M	-116.08K	-10.89%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	593.08K	29.55M	60.67K	+11.40%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.25%	631.99K	31.49M	199.49K	+46.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	773.44K	38.54M	-337.05K	-30.35%
Sep 30, 2025	M WEALTH MANAGEMENT, LLC	0.13%	329.2K	16.4M	8.29K	+2.58%
Sep 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.13%	333.49K	16.62M	78.24K	+30.65%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	347.27K	17.3M	177.71K	+104.81%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.14%	348.55K	17.37M	75.56K	+27.68%
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	0.14%	363.45K	18.11M	363.45K	+100.00%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.09%	234.19K	11.67M	23.7K	+11.26%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	237.05K	11.81M	38.87K	+19.61%
Sep 30, 2025	EMBREE FINANCIAL GROUP	0.09%	238.88K	11.9M	61.79K	+34.89%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.23%	576.71K	28.74M	33.9K	+6.25%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.09%	240.68K	11.99M	-54.28K	-18.40%
Sep 30, 2025	DISCIPLINA CAPITAL MANAGEMENT LLC	0.09%	241.94K	12.06M	241.94K	+100.00%
Sep 30, 2025	CREWE ADVISORS LLC	0.37%	939.48K	46.81M	363.5K	+63.11%
Sep 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.31%	797.87K	39.76M	54.29K	+7.30%
Sep 30, 2025	OPPENHEIMER & CO INC	0.1%	248.66K	12.39M	27.7K	+12.53%
Sep 30, 2025	1 NORTH WEALTH SERVICES LLC	0.1%	249.29K	12.42M	-2.05K	-0.81%
Sep 30, 2025	FINANCIAL CONSULATE, INC	0.1%	250.42K	12.48M	131.39K	+110.38%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	251.36K	12.53M	10.54K	+4.38%
Sep 30, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.1%	255.13K	12.71M	63.05K	+32.82%
Sep 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.1%	266.49K	13.28M	-36.64K	-12.09%
Sep 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.16%	416.33K	20.75M	66.2K	+18.91%
Sep 30, 2025	ROYAL BANK OF CANADA	0.98%	2.49M	124.33M	30.11K	+1.22%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	296K	14.75M	12.43K	+4.38%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	296.41K	14.77M	17.16K	+6.14%
Sep 30, 2025	FAIRVOY PRIVATE WEALTH, LLC	0.12%	297.95K	14.85M	-16.39K	-5.21%
Sep 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.13%	326.26K	16.26M	24.61K	+8.16%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	352.18K	17.55M	206.91K	+142.42%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.15%	375.7K	18.72M	47.07K	+14.32%
Sep 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.21%	527.47K	26.28M	79.52K	+17.75%
Sep 30, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.23%	580.25K	28.91M	55.06K	+10.48%
Sep 30, 2025	MAIN STREET GROUP, LTD	0.27%	691.82K	34.47M	10.62K	+1.56%
Sep 30, 2025	LAKESHORE FINANCIAL PLANNING, INC.	0.29%	732.16K	36.48M	92.33K	+14.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.72%	6.6M	328.4M	682.74K	+11.54%
Jun 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.18%	447.95K	22.29M	264.56K	+144.26%
Jun 30, 2025	SYMPHONY FINANCIAL, LTD. CO.	0.12%	301.66K	15.04M	292.28K	+3,116.29%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	279.25K	13.9M	15.8K	+6.00%
Jun 30, 2025	1 NORTH WEALTH SERVICES LLC	0.1%	251.33K	12.51M	8.8K	+3.63%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	242.16K	12.05M	-21.45K	-8.14%
Jun 30, 2025	MARINER, LLC	0.08%	190.96K	9.5M	-22.46K	-10.52%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.08%	188.48K	9.38M	29.21K	+18.34%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	303.13K	15.04M	31.98K	+11.80%
Jun 30, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.12%	303.13K	15.08M	42.36K	+16.24%
Jun 30, 2025	MORGAN STANLEY	6.23%	15.12M	752.13M	1.34M	+9.71%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	519.42K	25.85M	134.62K	+34.98%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.08%	197.51K	9.83M	41.81K	+26.85%
Jun 30, 2025	FMR LLC	1.96%	4.76M	236.87M	-38.98K	-0.81%
Jun 30, 2025	CRANE ADVISORY, LLC	0.8%	1.93M	95.85M	123.18K	+6.81%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.11%	273K	13.58M	-78.68K	-22.37%
Jun 30, 2025	CONGRESS PARK CAPITAL LLC	0.08%	183.51K	9.13M	183.51K	+100.00%
Jun 30, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.07%	172.14K	8.57M	-139.71K	-44.80%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.07%	169.56K	8.44M	37.28K	+28.18%
Jun 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.07%	166.84K	8.3M	7.05K	+4.41%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.07%	161.29K	8.03M	90.5K	+127.83%
Jun 30, 2025	MARSHALL FINANCIAL GROUP LLC	0.07%	161K	7.99M	24.66K	+18.08%
Jun 30, 2025	CEDAR MOUNTAIN ADVISORS, LLC	0.06%	157.64K	7.84M	159	+0.10%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	157.02K	7.81M	-230.04K	-59.43%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.06%	152.7K	7.6M	63.9K	+71.95%
Jun 30, 2025	IFG ADVISORY, LLC	0.06%	152.58K	7.59M	21.73K	+16.61%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.06%	150.86K	7.5M	20.48K	+15.71%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.06%	148.44K	7.39M	41.32K	+38.58%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.52%	1.25M	62.43M	188.75K	+17.71%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.44%	1.07M	53.05M	12.39K	+1.18%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.08%	193.71K	9.64M	-47.32K	-19.63%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.11%	260.96K	12.99M	169.94K	+186.71%
Jun 30, 2025	LIVE OAK INVESTMENT PARTNERS	0.11%	255.25K	12.7M	255.25K	+100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	253.82K	12.63M	7.81K	+3.17%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	243.63K	12.12B	242.48K	+21,084.78%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	240.82K	11.98M	10.13K	+4.39%
Jun 30, 2025	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.08%	204.32K	10.13M	17.56K	+9.40%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	194.7K	9.69M	177.34K	+1,021.49%
Jun 30, 2025	ROYAL BANK OF CANADA	1.02%	2.46M	122.65M	-113.95K	-4.42%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	4.11M	204.64M	-252.47K	-5.78%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.36%	863.07K	42.95M	71.4K	+9.02%
Jun 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.35%	858.52K	42.72M	622.31K	+263.46%
Jun 30, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.31%	743.58K	37M	-180.71K	-19.55%
Jun 30, 2025	MAIN STREET GROUP, LTD	0.28%	681.21K	33.9M	141	+0.02%
Jun 30, 2025	LAKESHORE FINANCIAL PLANNING, INC.	0.26%	639.84K	31.84M	-66.78K	-9.45%
Jun 30, 2025	UBS GROUP AG	1.45%	3.51M	174.69M	-605.93K	-14.72%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.17%	412.99K	20.55M	43.16K	+11.67%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.4%	3.4M	169.36M	358.98K	+11.79%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.85%	2.05M	102.19M	24.85K	+1.22%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.64%	1.55M	77.04M	431.93K	+38.69%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.62%	1.51M	74.94M	78.19K	+5.48%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.54%	1.3M	64.69M	83.64K	+6.88%
Jun 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.52%	1.26M	62.5M	1.26M	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	1.23M	61.42M	53.85K	+4.56%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	283.57K	14.12M	101.53K	+55.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	1.11M	55.2M	365.27K	+49.01%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	936.43K	46.6M	682.81K	+269.23%
Jun 30, 2025	CREWE ADVISORS LLC	0.24%	575.99K	28.66M	6.32K	+1.11%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.22%	542.81K	27.01M	-419.6K	-43.60%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	532.41K	26.49M	33.33K	+6.68%
Jun 30, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.22%	525.2K	26.13M	115.57K	+28.21%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.19%	461.8K	22.98M	-116.27K	-20.11%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.14%	328.63K	16.35M	117.94K	+55.98%
Jun 30, 2025		0.13%	314.34K	15.64M	4.33K	+1.40%
Jun 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.12%	294.96K	14.68M	-4.79K	-1.60%
Jun 30, 2025	JPMORGAN CHASE & CO	13.89%	33.71M	1.68B	897.08K	+2.73%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	10.27%	24.95M	1.24B	3M	+13.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.5%	10.92M	543.58M	1.65M	+17.76%
Jun 30, 2025	LPL FINANCIAL LLC	3.86%	9.38M	466.62M	-117.46K	-1.24%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.49%	3.62M	180.02M	49.8K	+1.40%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	432.49K	21.52M	-21.12K	-4.66%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.17%	415.07K	20.65M	16.59K	+4.16%
Jun 30, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.16%	393.76K	19.53M	629	+0.16%
Jun 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.15%	361.1K	17.97M	361.1K	+100.00%
Jun 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.14%	350.14K	17.42M	18.95K	+5.72%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.14%	340.74K	16.91M	217.96K	+177.51%
Jun 30, 2025	M WEALTH MANAGEMENT, LLC	0.13%	320.91K	15.97M	-5.34K	-1.64%
Jun 30, 2025	FAIRVOY PRIVATE WEALTH, LLC	0.13%	314.34K	15.64M	4.33K	+1.40%
Mar 31, 2025	CORRECT CAPITAL WEALTH MANAGEMENT	0.12%	260.77K	12.97M	-78.91K	-23.23%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.38%	3.04M	151.4M	392.23K	+14.79%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.62%	3.57M	177.44M	34.55K	+0.98%
Mar 31, 2025	UBS GROUP AG	1.87%	4.12M	204.72M	1.57M	+61.77%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	499.08K	24.82M	38.9K	+8.45%
Mar 31, 2025	VICKERMAN INVESTMENT ADVISORS, INC.	0.42%	924.3K	45.97M	-162.86K	-14.98%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.44%	962.41K	47.86M	962.41K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.48%	1.05M	52.4M	250.26K	+31.15%
Mar 31, 2025	MBM WEALTH CONSULTANTS, LLC	0.15%	331.19K	16.47M	20.21K	+6.50%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.16%	351.67K	17.49M	31.47K	+9.83%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.17%	369.83K	18.39M	91.19K	+32.73%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	384.81K	19.14M	141.06K	+57.87%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.18%	387.06K	19.25M	57.14K	+17.32%
Mar 31, 2025	IRONWOOD WEALTH MANAGEMENT, INC.	0.18%	393.13K	19.42M	-6.48K	-1.62%
Mar 31, 2025	CREWE ADVISORS LLC	0.26%	569.67K	28.33M	179.98K	+46.19%
Mar 31, 2025	LAKESHORE FINANCIAL PLANNING, INC.	0.32%	706.62K	35.14M	217.39K	+44.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	745.22K	37.06M	169.35K	+29.41%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.36%	791.67K	39.37M	213.71K	+36.98%
Mar 31, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.19%	409.63K	20.37M	46.49K	+12.80%
Mar 31, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.14%	299.75K	14.91M	11.59K	+4.02%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.26%	578.07K	28.74M	32.28K	+5.92%
Mar 31, 2025	MAIN STREET GROUP, LTD	0.31%	681.06K	33.87M	25.43K	+3.88%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	263.45K	13.1M	70.8K	+36.75%
Mar 31, 2025	FMR LLC	2.18%	4.8M	238.67M	-191.82K	-3.84%
Mar 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	2.29%	5.04M	250.5M	5.04M	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.69%	5.92M	294.25M	782.28K	+15.24%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.21%	9.28M	461.33M	1.61M	+21.07%
Mar 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	0.12%	264.46K	13.15M	264.46K	+100.00%
Mar 31, 2025	IAM ADVISORY, LLC	0.12%	269.13K	13.38M	4.75K	+1.80%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	271.15K	13.48M	93.24K	+52.41%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.51%	1.12M	55.5M	537.51K	+92.87%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	1.18M	58.7M	-127.05K	-9.72%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.65%	1.43M	71.01M	-51.33K	-3.47%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.12%	263.61K	13.11M	-16.04K	-5.73%
Mar 31, 2025	CRANE ADVISORY, LLC	0.82%	1.81M	89.32M	4.95K	+0.27%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.18%	398.48K	19.82M	24.3K	+6.49%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.21%	453.62K	22.56M	136.5K	+43.04%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.48%	1.07M	53M	243.91K	+29.68%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.92%	2.03M	100.9M	968.66K	+91.36%
Mar 31, 2025		0.14%	310K	15.42M	61.35K	+24.67%
Mar 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.14%	311.85K	15.51M	80.01K	+34.51%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	1.05%	2.31M	115.03M	462.7K	+25.01%
Mar 31, 2025	ROYAL BANK OF CANADA	1.17%	2.58M	128.25M	280.71K	+12.21%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.98%	4.37M	217.07M	1.2M	+38.04%
Mar 31, 2025	MORGAN STANLEY	6.26%	13.78M	685.18M	911.54K	+7.08%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	9.97%	21.95M	1.09B	-167.51K	-0.76%
Mar 31, 2025	JPMORGAN CHASE & CO	14.91%	32.82M	1.63B	4.48M	+15.81%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.55%	1.22M	60.49M	248.92K	+25.73%
Mar 31, 2025	LPL FINANCIAL LLC	4.31%	9.49M	472.18M	2.62M	+38.09%
Mar 31, 2024	AVESTAR CAPITAL, LLC	0.33%	435.55K	21.65M	-187.61K	-30.11%
Mar 31, 2024	SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC	0.08%	99.53K	4.95M	6.01K	+6.43%
Mar 31, 2024	CETERA ADVISORS LLC	0.09%	108.76K	5.41M	12.97K	+13.54%
Mar 31, 2024	RFG ADVISORY, LLC	0.09%	116.05K	5.77M	107.81K	+1,309.69%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.09%	116.13K	5.77M	-108.26K	-48.25%
Mar 31, 2024	IFRAH FINANCIAL SERVICES, INC.	0.09%	116.22K	5.78M	5.95K	+5.39%
Mar 31, 2024	CATALYST CAPITAL ADVISORS LLC	0.1%	122.17K	6.07M	-10K	-7.57%
Mar 31, 2024	LAKESHORE FINANCIAL PLANNING, INC.	0.1%	130.6K	6.49M	20.11K	+18.20%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.11%	140.12K	6.96M	140.12K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.6%	759.2K	37.73M	180.87K	+31.28%
Mar 31, 2024	MFA WEALTH ADVISORS, LLC	0.08%	95.39K	4.74M	5.24K	+5.81%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	133.58K	6.64M	133.58K	+100.00%
Mar 31, 2024	IGNITE PLANNERS, LLC	0.11%	145.58K	7.2M	41.19K	+39.46%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.11%	147.24K	7.32M	62.85K	+74.48%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.12%	155.05K	7.69M	148.45K	+2,250.30%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.12%	159.99K	7.95M	77.27K	+93.41%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.13%	171.44K	8.52M	31.6K	+22.59%
Mar 31, 2024	COMERICA BANK	0.15%	184.51K	9.17M	15.26K	+9.02%
Mar 31, 2024	IAG WEALTH PARTNERS, LLC	0.15%	196.71K	9.78M	49.67K	+33.78%
Mar 31, 2024	LITTLE HOUSE CAPITAL LLC	0.16%	208.03K	10.34M	12.5K	+6.39%
Mar 31, 2024	INSPIRE ADVISORS, LLC	0.16%	211.48K	10.51M	7.3K	+3.58%
Mar 31, 2024	ASHTON THOMAS PRIVATE WEALTH, LLC	0.16%	213.62K	10.62M	59.76K	+38.84%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.17%	227.69K	11.32M	188.42K	+479.76%
Mar 31, 2024	MBM WEALTH CONSULTANTS, LLC	0.19%	248.39K	12.35M	7.39K	+3.07%
Mar 31, 2024	NORDEN GROUP LLC	0.2%	262.74K	13.06M	211.74K	+415.18%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.2%	264.01K	13.12M	33.05K	+14.31%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.2%	266.21K	13.23M	104.49K	+64.62%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	267.86K	13.31M	73.1K	+37.53%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.22%	289.76K	14.4M	-584.15K	-66.84%
Mar 31, 2024	CEDAR MOUNTAIN ADVISORS, LLC	0.23%	306.11K	15.21M	8.04K	+2.70%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.24%	319.56K	15.88M	90.21K	+39.33%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	327.01K	16.25M	180.46K	+123.15%
Mar 31, 2024	SUMMIT GLOBAL INVESTMENTS	0.26%	347.33K	17.26M	-409.59K	-54.11%
Mar 31, 2024	IRONWOOD WEALTH MANAGEMENT, INC.	0.28%	371.37K	18.4M	7.99K	+2.20%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.32%	408.94K	20.32M	68.51K	+20.12%
Mar 31, 2024	MAIN STREET GROUP, LTD	0.32%	433.22K	21.43M	81.03K	+23.01%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.32%	433.52K	21.55M	16.74K	+4.02%
Mar 31, 2024	BUCK WEALTH STRATEGIES, LLC	0.35%	464.97K	23.11M	320.46K	+221.76%
Mar 31, 2024	VICKERMAN INVESTMENT ADVISORS, INC.	0.43%	568.87K	28.27M	20.05K	+3.65%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	603.78K	30.01M	542.92K	+892.03%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.51%	641.38K	31.88M	131.19K	+25.71%
Mar 31, 2024	ROYAL BANK OF CANADA	1.59%	2.02M	100.31M	-187.47K	-8.50%
Mar 31, 2024	UBS GROUP AG	1.63%	2.07M	102.8M	377.17K	+22.30%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.67%	7.2M	357.83M	-384.96K	-5.08%
Mar 31, 2024	MORGAN STANLEY	8.86%	11.25M	559.12M	1.56M	+16.08%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	849.71K	42.23M	849.71K	+100.00%
Mar 31, 2024	CRANE ADVISORY, LLC	0.65%	874.2K	43.28M	-44.91K	-4.89%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.27%	1.61M	80M	-389.19K	-19.47%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	2.31%	3.09M	153.36M	487.78K	+18.78%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	2.47%	3.13M	155.78M	475.26K	+17.87%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.74%	3.48M	172.71M	-231.06K	-6.23%
Mar 31, 2024	LPL FINANCIAL LLC	3.92%	4.98M	247.41M	863.65K	+20.99%
Mar 31, 2024	FMR LLC	4.9%	6.22M	309.37M	85.4K	+1.39%
Mar 31, 2024	JPMORGAN CHASE & CO	19.73%	25.06M	1.25B	-1.11M	-4.23%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	235.75K	11.72M	-18.05K	-7.11%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.18%	245.37K	12.19M	-37.75K	-13.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.84%	1.07M	53.03M	174.49K	+19.55%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.87%	1.1M	54.67M	327.9K	+42.47%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	1.24%	1.57M	78.01M	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.36%	416.78K	20.58M	16.26K	+4.06%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.44%	510.18K	25.2M	2.19K	+0.43%
Dec 31, 2023	VICKERMAN INVESTMENT ADVISORS, INC.	0.48%	548.82K	27.11M	173.72K	+46.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.5%	578.32K	28.56M	28.29K	+5.14%
Dec 31, 2023	AVESTAR CAPITAL, LLC	0.54%	623.16K	30.94M	36.66K	+6.25%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.61%	698.12K	34.48M	588.65K	+537.72%
Dec 31, 2023	SUMMIT GLOBAL INVESTMENTS	0.66%	756.92K	37.38M	-18.55K	-2.39%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.67%	772.08K	38.13M	138.14K	+21.79%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.76%	873.91K	43.16M	873.91K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.77%	892.44K	44.08M	-248.14K	-21.76%
Dec 31, 2023	CRANE ADVISORY, LLC	0.8%	919.11K	45.43M	75.47K	+8.95%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	1.36%	1.57M	77.52M	551.3K	+54.14%
Dec 31, 2023	UBS GROUP AG	1.47%	1.69M	83.53M	-15.06K	-0.88%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.73%	2M	98.72M	36.11K	+1.84%
Dec 31, 2023	ROYAL BANK OF CANADA	1.91%	2.21M	108.94M	169.99K	+8.35%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	2.25%	2.6M	128.31M	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	2.31%	2.66M	131.34M	1.49M	+128.18%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.22%	3.71M	183.05M	542.49K	+17.15%
Dec 31, 2023	LPL FINANCIAL LLC	3.57%	4.11M	203.21M	1.01M	+32.69%
Dec 31, 2023	FMR LLC	5.33%	6.14M	303.23M	-1.53M	-20.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	6.58%	7.58M	374.61M	-294.28K	-3.73%
Dec 31, 2023	MORGAN STANLEY	8.41%	9.69M	478.66M	1M	+11.57%
Dec 31, 2023	JPMORGAN CHASE & CO	22.7%	26.16M	1.29B	3.47M	+15.29%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.11%	130.9K	6.47M	130.9K	+100.00%
Dec 31, 2023	CATALYST CAPITAL ADVISORS LLC	0.11%	132.17K	6.53M	-88K	-39.97%
Dec 31, 2023	RATIONAL ADVISORS LLC	0.11%	132.17K	6.53M	132.17K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	132.43K	6.54M	-219	-0.17%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.12%	139.85K	6.91M	10.36K	+8.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	146.54K	7.24M	28.35K	+23.98%
Dec 31, 2023	IAG WEALTH PARTNERS, LLC	0.13%	147.04K	7.26M	55.49K	+60.61%
Dec 31, 2023		0.13%	144.51K	7.14M	67.62K	+87.94%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.14%	161.71K	7.99M	-155.01K	-48.94%
Dec 31, 2023	COMERICA BANK	0.15%	169.25K	8.36M	17.18K	+11.30%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.16%	183.06K	9.04M	-75.98K	-29.33%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	194.76K	9.62M	-186.19K	-48.87%
Dec 31, 2023	LITTLE HOUSE CAPITAL LLC	0.17%	195.53K	9.66M	3.02K	+1.57%
Dec 31, 2023	INSPIRE ADVISORS, LLC	0.18%	204.18K	10.08M	13.9K	+7.30%
Dec 31, 2023	MASON & ASSOCIATES INC	0.19%	222.44K	10.99M	-54.59K	-19.70%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	224.39K	11.08M	17.22K	+8.31%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.2%	229.36K	11.33M	51.54K	+28.98%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.2%	230.96K	11.41M	48.7K	+26.72%
Dec 31, 2023	MBM WEALTH CONSULTANTS, LLC	0.21%	241K	11.97M	34.7K	+16.82%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	253.8K	12.53M	83.7K	+49.21%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.24%	278.37K	13.82M	-258.6K	-48.16%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.25%	283.12K	13.98M	283.12K	+100.00%
Dec 31, 2023	CEDAR MOUNTAIN ADVISORS, LLC	0.26%	298.07K	14.72M	-29	-0.01%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	340.43K	16.81M	-889.22K	-72.31%
Dec 31, 2023	IRONWOOD WEALTH MANAGEMENT, INC.	0.32%	363.39K	17.99M	6.57K	+1.84%

Insiders

Among the PULS insiders holding of N/A of the stake in company, REINHOLD LAWRENCE P, director, holds the largest shares of 17.62K. , , is the second largest PULS insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
REINHOLD LAWRENCE P	director	17.62K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 18, 2011	REINHOLD LAWRENCE P	PURCHASE	3.10	10K	31K	17.62K

Frequently Asked Questions