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

Who are the major shareholders selling Invesco Oil & Gas Services ETF stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in PXJ by -34.77% restricting it's holding to 7.65 thousand shares of worth nearly $295.10K. MORGAN STANLEY also lessened -16.66% of the PXJ shares from its portfolio, reducing its holding to 10.22 thousand shares of worth $394.10K. PROSPERA FINANCIAL SERVICES INC also shunned PXJ shares holding by -27.61% last quarter which brought its holding to 19.66 thousand shares worth $758.61K.

Investors who are buying PXJ stock?

As per its latest 13F filing, TWO SIGMA SECURITIES, LLC increased its stake in PXJ by 100% in the last quarter. The institutional holder raised its holding to 10.2 thousand shares having worth more than $393.30K. FLOW TRADERS U.S. LLC also added 100% more shares of PXJ to its portfolio, raising its holding to 13.33 thousand shares of worth $514.00K. CITADEL ADVISORS LLC also increased its PXJ shares holding by 100% which brought its holding to 14.19 thousand shares worth $547.11K.

PXJ's major insiders: who are they?

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

Did an insider recently sell PXJ stock?

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

Which insider recently purchased PXJ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Oil & Gas Services ETF insiders have bought stock, totalling 0 shares

How much of PXJ does insiders own?

Around 0 Invesco Oil & Gas Services ETF shares are held by insiders, which represents about N/A of PXJ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PXJ?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in PXJ which holds 7.65 thousand shares worth $295.10K or 1.03% of the total PXJ shares outstanding followed by TWO SIGMA SECURITIES, LLC with ownership of 10.2 thousand shares representing 1.37% of the PXJ ownership. MORGAN STANLEY is the third largest stakeholder with 10.22 thousand shares or 1.37% of the ownership worth more than $394.10K.

Is Invesco Oil & Gas Services 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 PXJ is concerned, it is a stock which is optionable.

Is there a short position on PXJ's shares?

Number of PXJ 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 PXJ shares are there?

As of today, null shares of PXJ are outstanding.

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

PXJ 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 PXJ is null.

Invesco Oil & Gas Services ETF (PXJ) 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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 7.65K shares valued at $295.10K. A 1.03% stake in Invesco Oil & Gas Services ETF is owned by the company. TWO SIGMA SECURITIES, LLC owns 10.2K shares valued at $393.30K, which translates its holding of 1.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.03%	7.65K	295.1K	-4.08K	-34.77%
Jun 30, 2026	TWO SIGMA SECURITIES, LLC	1.37%	10.2K	393.3K	10.2K	+100.00%
Jun 30, 2026	MORGAN STANLEY	1.37%	10.22K	394.1K	-2.04K	-16.66%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.79%	13.33K	514K	13.33K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	1.9%	14.19K	547.11K	14.19K	+100.00%
Jun 30, 2026	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	1.93%	14.42K	555.94K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.37%	17.68K	681.49K	17.68K	+100.00%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	2.64%	19.66K	758.61K	-7.5K	-27.61%
Jun 30, 2026	ROYAL BANK OF CANADA	5.1%	38.07K	1.47M	38.07K	+100.00%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	5.62%	41.91K	1.62M	41.91K	+100.00%
Jun 30, 2026	WELLINGTON SHIELDS & CO., LLC	0%	0	-	-10.42K	-100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-9.28K	-100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0%	0	-	-13.22K	-100.00%
Jun 30, 2026	HIGHMARK WEALTH MANAGEMENT LLC	0.21%	1.57K	60.37K	5	+0.32%
Jun 30, 2026	UBS GROUP AG	0.28%	2.11K	81.15K	-1.16K	-35.47%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	2.2K	84.81K	0	0
Jun 30, 2026	HRT FINANCIAL LP	6.92%	51.63K	1.99M	51.63K	+100.00%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	8.11%	60.48K	2.33M	2.2K	+3.77%
Jun 30, 2026	BENJAMIN EDWARDS INC	9.73%	72.59K	2.8M	-1.11K	-1.51%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	11.45%	85.46K	3.29M	-14.73K	-14.70%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.81%	21K	809.61K	1K	+5.01%
Jun 30, 2026	LPL FINANCIAL LLC	11.96%	89.21K	3.44M	-39.68K	-30.79%
Jun 30, 2026	WESTERN FINANCIAL CORP/CA	0%	0	-	-5.59K	-100.00%
Jun 30, 2026	NILSINE PARTNERS, LLC	0%	0	-	-36.2K	-100.00%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0%	0	-	-17.61K	-100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.16%	31.02K	1.2M	-112.13K	-78.33%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	3.17%	23.65K	911.88K	22.97K	+3,343.09%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.96%	22.08K	851.24K	10.21K	+86.02%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.91%	21.71K	837K	4.23K	+24.19%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-8	-100.00%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0%	0	-	-5.8K	-100.00%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0%	0	-	-9.08K	-100.00%
Jun 30, 2026	FULCRUM EQUITY MANAGEMENT	0%	0	-	-10.15K	-100.00%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0%	0	-	-1.6K	-100.00%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-4.92K	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-200	-100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-11.24K	-100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0%	0	-	-668.75K	-100.00%
Jun 30, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	0	-	-753	-100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-14.85K	-100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0%	0	-	-10.43K	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-420	-100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.01%	80	3.08K	0	0
Jun 30, 2026	PRIVATE TRUST CO NA	0.02%	183	7.06K	0	0
Jun 30, 2026	BNP PARIBAS	0.03%	200	7.72K	0	0
Jun 30, 2026	NBC SECURITIES, INC.	0.03%	226	8.71K	226	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	359	13.83K	359	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.09%	646	24.9K	646	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.18%	1.34K	51.46K	1.34K	+100.00%
Jun 30, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.71%	5.29K	203.9K	5.29K	+100.00%
Mar 31, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.1%	753	31.21K	753	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.03%	200	8.29K	200	+100.00%
Mar 31, 2026	UBS GROUP AG	0.44%	3.26K	135.2K	3.05K	+1,438.68%
Mar 31, 2026	FULCRUM EQUITY MANAGEMENT	1.36%	10.15K	420.53K	10.15K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.51%	11.24K	465.73K	11.24K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	2.2K	91.18K	2.2K	+100.00%
Mar 31, 2026	WESTERN FINANCIAL CORP/CA	0.75%	5.59K	231.48K	5.59K	+100.00%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.78%	5.8K	240.35K	5.8K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.01%	80	3.32K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	687	28.47K	687	+100.00%
Mar 31, 2026	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0%	0	-	-372	-100.00%
Mar 31, 2026	JEFFERIES FINANCIAL GROUP INC.	0%	0	-	-11.08K	-100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	8	332	8	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.59%	11.87K	491.96K	11.87K	+100.00%
Mar 31, 2026	FORTIS CAPITAL ADVISORS, LLC	0.66%	4.92K	203.75K	4.92K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.99%	14.85K	615.37K	14.85K	+100.00%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	2.36%	17.61K	729.86K	17.61K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	3.64%	27.16K	1.13M	8.91K	+48.81%
Mar 31, 2026	NILSINE PARTNERS, LLC	4.85%	36.2K	1.62M	36.2K	+100.00%
Mar 31, 2026	BENJAMIN EDWARDS INC	9.88%	73.71K	3.05M	73.71K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	13.43%	100.19K	4.15M	100.19K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	17.27%	128.9K	5.34M	113.51K	+737.80%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	89.62%	668.75K	27.72M	668.75K	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.21%	1.6K	65.06K	0	0
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.66%	4.92K	203.75K	4.92K	+100.00%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	1.22%	9.08K	376.12K	9.08K	+100.00%
Mar 31, 2026	MORGAN STANLEY	1.64%	12.27K	508.37K	-455	-3.58%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.77%	13.22K	547.88K	13.22K	+100.00%
Mar 31, 2026	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	1.93%	14.42K	597.69K	-4.41K	-23.42%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	7.81%	58.28K	2.42M	48.2K	+478.17%
Mar 31, 2026	HIGHMARK WEALTH MANAGEMENT LLC	0.21%	1.56K	64.68K	4	+0.26%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.24%	9.28K	384.73K	9.28K	+100.00%
Mar 31, 2026	WELLINGTON SHIELDS & CO., LLC	1.4%	10.42K	431.81K	10.42K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.4%	10.43K	432.37K	10.43K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.34%	17.48K	724K	10.49K	+150.16%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	19.18%	143.15K	5.93M	136.11K	+1,933.64%
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	183	7.59K	0	0
Mar 31, 2026	CWM, LLC	0.11%	828	34.32K	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.68%	20K	828.92K	-36.39K	-64.53%
Mar 31, 2026	BNP PARIBAS	0.03%	200	8.24K	200	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	420	17.42K	420	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.57%	11.73K	486.4K	11.16K	+1,933.62%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	6.99K	205K	6.99K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.94%	7.04K	206.59K	657	+10.29%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0%	0	-	-8.91K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-17.69K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-9.72K	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-200	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.01%	80	2.35K	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	183	5.37K	0	0
Dec 31, 2025	UBS GROUP AG	0.03%	212	6.22K	-26.18K	-99.20%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	308	9.03K	21	+7.32%
Dec 31, 2025	MURPHY, MIDDLETON, HINKLE & PARKER, INC.	0.05%	372	305.15K	372	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	577	16.93K	261	+82.59%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.35%	10.08K	295.85K	10.08K	+100.00%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	1.48%	11.08K	325.11K	-4.49K	-28.83%
Dec 31, 2025	MORGAN STANLEY	1.7%	12.72K	373.35K	-403	-3.07%
Dec 31, 2025	LPL FINANCIAL LLC	2.06%	15.39K	451.56K	2.15K	+16.22%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	2.45%	18.25K	535.8K	-938	-4.89%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	7.56%	56.39K	1.66M	937	+1.69%
Dec 31, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	2.52%	18.83K	552.69K	-1.11K	-5.59%
Dec 31, 2025	CWM, LLC	0.11%	828	24K	0	0
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	0	-	-31	-100.00%
Dec 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.21%	1.56K	45.71K	5	+0.32%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.21%	1.6K	52.89K	1.6K	+100.00%
Sep 30, 2025	UBS GROUP AG	2.67%	26.39K	718.57K	-47.26K	-64.17%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.77K	-100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	183	4.98K	0	0
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	31	844	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	5.6%	55.46K	1.51M	2.56K	+4.83%
Sep 30, 2025	LPL FINANCIAL LLC	1.34%	13.24K	360.48K	-23.18K	-63.65%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.79%	17.69K	481.56K	13.79K	+354.28%
Sep 30, 2025	MORGAN STANLEY	1.33%	13.12K	357.35K	-654	-4.75%
Sep 30, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	2.01%	19.95K	543.1K	0	0
Sep 30, 2025	FMR LLC	0%	0	-	-2	-100.00%
Sep 30, 2025	COMERICA BANK	0%	0	-	-418	-100.00%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-150	-100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.94%	19.19K	522.64K	-1.27K	-6.19%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	1.57%	15.57K	423.84K	1.94K	+14.25%
Sep 30, 2025	CITADEL ADVISORS LLC	0.98%	9.72K	264.62K	-2.91K	-23.03%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.9%	8.91K	242.59K	333	+3.88%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.64%	6.38K	173.78K	-715	-10.07%
Sep 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.16%	1.55K	42.25K	5	+0.32%
Sep 30, 2025	CWM, LLC	0.08%	828	23K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	316	8.59K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	287	7.81K	-16	-5.28%
Sep 30, 2025	BARCLAYS PLC	0.02%	200	5.45K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	200	5.45K	200	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.01%	80	2.18K	0	0
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	1	40	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2025	UBS GROUP AG	2.89%	73.64K	1.75M	3.39K	+4.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	22	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-70	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	1.77K	42.09K	1.77K	+100.00%
Jun 30, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.06%	1.55K	36.8K	7	+0.45%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	1	35	0	0
Jun 30, 2025		0%	0	-	-40.72K	-100.00%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-50	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-146	-100.00%
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0%	0	-	-42.75K	-100.00%
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0%	0	-	-8.26K	-100.00%
Jun 30, 2025	CWM, LLC	0.03%	828	20K	0	0
Jun 30, 2025	MARSHALL INVESTMENT MANAGEMENT, LLC	0%	0	-	-40.72K	-100.00%
Jun 30, 2025	FMR LLC	0%	2	48	-294	-99.32%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	31	738	31	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	80	1.9K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	150	3.57K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	183	4.35K	0	0
Jun 30, 2025	BARCLAYS PLC	0.01%	200	5K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	303	7.21K	303	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	316	7.52K	46	+17.04%
Jun 30, 2025	COMERICA BANK	0.02%	418	9.95K	418	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.15%	3.89K	92.63K	-14.28K	-78.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.28%	7.1K	168.86K	-1.06K	-12.94%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.34%	8.58K	204.07K	-710	-7.65%
Jun 30, 2025	CITADEL ADVISORS LLC	0.5%	12.63K	300.42K	12.63K	+100.00%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.53%	13.62K	324.17K	1.04K	+8.26%
Jun 30, 2025	MORGAN STANLEY	0.54%	13.78K	327.81K	158	+1.16%
Jun 30, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.78%	19.95K	474.57K	-599	-2.92%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.8%	20.46K	486.8K	-1.95K	-8.71%
Jun 30, 2025	LPL FINANCIAL LLC	1.43%	36.42K	866.53K	-10.11K	-21.73%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.07%	52.9K	1.26M	973	+1.87%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-7.47K	-100.00%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	70	1.8K	70	+100.00%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	150	3.85K	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.01%	183	4.69K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	80	2.05K	0	0
Mar 31, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	1	37	0	0
Mar 31, 2025	LPL FINANCIAL LLC	1.82%	46.53K	1.19M	-48.52K	-51.05%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-7.56K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-7.74K	-100.00%
Mar 31, 2025	BARCLAYS PLC	0.01%	200	5K	0	0
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.36%	9.29K	238.09K	9.29K	+100.00%
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0%	0	-	-20.3K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-26.71K	-100.00%
Mar 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.49%	12.59K	322.68K	2.81K	+28.77%
Mar 31, 2025	MORGAN STANLEY	0.53%	13.62K	349.21K	-3.6K	-20.89%
Mar 31, 2025	OARSMAN CAPITAL, INC.	0%	0	-	-150	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	27	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.71%	18.17K	465.85K	-7.97K	-30.49%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	270	6.92K	193	+250.65%
Mar 31, 2025	HIGHMARK WEALTH MANAGEMENT LLC	0.06%	1.54K	39.48K	3	+0.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.32%	8.15K	209.01K	-2.37K	-22.54%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-11.24K	-100.00%
Mar 31, 2025	CWM, LLC	0.03%	828	21K	828	+100.00%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.32%	8.26K	211.65K	8.26K	+100.00%
Mar 31, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.81%	20.54K	526.75K	20.54K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.88%	22.41K	574.59K	3.04K	+15.68%
Mar 31, 2025		1.6%	40.72K	1.04M	40.72K	+100.00%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	1.68%	42.75K	1.1M	10.39K	+32.11%
Mar 31, 2025	FMR LLC	0.01%	296	7.59K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.04%	51.93K	1.33M	-1.21K	-2.27%
Mar 31, 2025	UBS GROUP AG	2.75%	70.25K	1.8M	-19.4K	-21.64%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0%	50	1.28K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	146	4K	0	0
Mar 31, 2024	KKM FINANCIAL LLC	0.34%	8.7K	276.22K	0	0
Dec 31, 2023		0.34%	8.7K	249.52K	8.7K	+100.00%
Dec 31, 2023	KKM FINANCIAL LLC	0.34%	8.7K	249.52K	8.7K	+100.00%
Jun 30, 2023	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0%	0	-	-56.8K	-100.00%
Jun 30, 2023	FULCRUM EQUITY MANAGEMENT	0%	0	-	-35.76K	-100.00%
Jun 30, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-2.5K	-100.00%
Jun 30, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0%	0	-	-11.4K	-100.00%
Jun 30, 2023	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-5.64K	-100.00%
Jun 30, 2023	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-113.58K	-100.00%
Jun 30, 2023	PROSPERA FINANCIAL SERVICES INC	0%	0	-	-37.88K	-100.00%
Jun 30, 2023	SPROTT INC.	0%	0	-	-83K	-100.00%
Jun 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0%	0	-	-623.02K	-100.00%
Jun 30, 2023	HIGHTOWER ADVISORS, LLC	0%	0	-	-3.42M	-100.00%
Jun 30, 2023	TWO SIGMA SECURITIES, LLC	0%	0	-	-26.42K	-100.00%
Jun 30, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0%	0	-	-18.73K	-100.00%
Jun 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-62.8K	-100.00%
Jun 30, 2023	GSA CAPITAL PARTNERS LLP	0%	0	-	-60.35K	-100.00%
Jun 30, 2023	MARSHALL WACE, LLP	0%	0	-	-123.36K	-100.00%
Jun 30, 2023	PRIVATE TRUST CO NA	0%	0	-	-215	-100.00%
Jun 30, 2023	WEDBUSH SECURITIES INC	0%	0	-	-35.14K	-100.00%
Jun 30, 2023	CENTAURUS FINANCIAL, INC.	0%	0	-	-98.42K	-100.00%
Jun 30, 2023	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-500	-100.00%
Jun 30, 2023	STIFEL FINANCIAL CORP	0%	0	-	-399.53K	-100.00%
Jun 30, 2023	TRUIST FINANCIAL CORP	0%	0	-	-372K	-100.00%
Jun 30, 2023	WELLS FARGO & COMPANY/MN	0%	0	-	-220	-100.00%
Jun 30, 2023	ADVANCED ASSET MANAGEMENT ADVISORS INC	0%	570	2.83K	0	0
Jun 30, 2023	BARCLAYS PLC	0.01%	1K	5K	0	0
Jun 30, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.74K	8.66K	2	+0.11%
Jun 30, 2023	SIMPLEX TRADING, LLC	0.02%	2.76K	13K	-1.97K	-41.67%
Jun 30, 2023	LPL FINANCIAL LLC	0.43%	55.14K	274.06K	-558.48K	-91.01%
Jun 30, 2023	ADVISOR GROUP HOLDINGS, INC.	0.02%	3.11K	15.45K	-111.91K	-97.30%
Jun 30, 2023	ROYAL BANK OF CANADA	0.02%	3.13K	16K	-3.69K	-54.12%
Jun 30, 2023	CHOATE INVESTMENT ADVISORS	0.03%	3.67K	18.22K	0	0
Jun 30, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	1.98%	251.85K	1.25M	72.74K	+40.61%
Jun 30, 2023	MORGAN STANLEY	1.45%	185.34K	921.14K	-1.18M	-86.46%
Jun 30, 2023	FLOW TRADERS U.S. LLC	1.26%	161.18K	801K	161.18K	+100.00%
Jun 30, 2023	JANE STREET GROUP, LLC	1.21%	153.91K	764.92K	129.98K	+543.29%
Jun 30, 2023	HRT FINANCIAL LP	1.12%	142.68K	709K	142.68K	+100.00%
Jun 30, 2023	HIGHMARK WEALTH MANAGEMENT LLC	0.06%	7.55K	37.53K	20	+0.27%
Jun 30, 2023	IHT WEALTH MANAGEMENT, LLC	1.12%	142.52K	708.33K	5.23K	+3.81%
Jun 30, 2023	TWO SIGMA INVESTMENTS, LP	0.94%	119.9K	595.9K	119.9K	+100.00%
Jun 30, 2023	UBS GROUP AG	0.64%	81.18K	403.44K	-433.59K	-84.23%
Jun 30, 2023	CITADEL ADVISORS LLC	0.01%	1K	4.97K	-2.8K	-73.68%
Jun 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	60.48K	301K	-7.76K	-11.38%
Jun 30, 2023	CIBC WORLD MARKET INC.	0.44%	56.61K	1.41M	12.67K	+28.82%
Jun 30, 2023	FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	0.43%	55.15K	274.1K	-8.25K	-13.01%
Jun 30, 2023	BANK OF AMERICA CORP /DE/	0.1%	12.66K	62.91K	-419.72K	-97.07%
Jun 30, 2023	RAYMOND JAMES & ASSOCIATES	0.13%	16.54K	82.21K	-360.24K	-95.61%
Jun 30, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	19.28K	95.83K	-175.84K	-90.12%
Jun 30, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.34%	43.39K	215.66K	-9.82K	-18.46%
Jun 30, 2023	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0%	0	-	-35.68K	-100.00%

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