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

Who are the major shareholders selling Alpha Architect U.S. Quantitative Value ETF stock?

WAVERLY ADVISORS, LLC, in the last quarter, reduced its stake in QVAL by -0.26% restricting it's holding to 208.21 thousand shares of worth nearly $11.55M. EMPIRICAL FINANCE, LLC also lessened -20.35% of the QVAL shares from its portfolio, reducing its holding to 219.68 thousand shares of worth $12.18M. INTREPID FINANCIAL PLANNING GROUP LLC also shunned QVAL shares holding by -0.28% last quarter which brought its holding to 5.29 thousand shares worth $293.05K.

Investors who are buying QVAL stock?

As per its latest 13F filing, QUANTIFY CHAOS ADVISORS, LLC increased its stake in QVAL by 0.59% in the last quarter. The institutional holder raised its holding to 5.09 thousand shares having worth more than $282.04K. TWO SIGMA INVESTMENTS, LP also added 100% more shares of QVAL to its portfolio, raising its holding to 7.08 thousand shares of worth $392.59K. ADVISOR GROUP HOLDINGS, INC. also increased its QVAL shares holding by 1,121.55% which brought its holding to 7.43 thousand shares worth $411.83K.

QVAL's major insiders: who are they?

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

Did an insider recently sell QVAL stock?

Company executives, directors, and other insiders own N/A percent of Alpha Architect U.S. Quantitative Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which QVAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QVAL stock?

There have been 0 transaction(s) during the past 6-months in which Alpha Architect U.S. Quantitative Value ETF insiders have bought stock, totalling 0 shares

How much of QVAL does insiders own?

Around 0 Alpha Architect U.S. Quantitative Value ETF shares are held by insiders, which represents about N/A of QVAL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QVAL?

WAVERLY ADVISORS, LLC is the largest institutional owner in QVAL which holds 208.21 thousand shares worth $11.55M or 2.29% of the total QVAL shares outstanding followed by EMPIRICAL FINANCE, LLC with ownership of 219.68 thousand shares representing 2.42% of the QVAL ownership. QUANTIFY CHAOS ADVISORS, LLC is the third largest stakeholder with 5.09 thousand shares or 0.06% of the ownership worth more than $282.04K.

Is Alpha Architect U.S. Quantitative Value 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 QVAL is concerned, it is a stock which is not optionable.

Is there a short position on QVAL's shares?

Number of QVAL 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 QVAL shares are there?

As of today, null shares of QVAL are outstanding.

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

QVAL 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 QVAL is null.

Alpha Architect US Quantitative Value ETF (QVAL) 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

OptionableNo

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. WAVERLY ADVISORS, LLC is the top corporate investor, holding 208.21K shares valued at $11.55M. A 2.29% stake in Alpha Architect U.S. Quantitative Value ETF is owned by the company. EMPIRICAL FINANCE, LLC owns 219.68K shares valued at $12.18M, which translates its holding of 2.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WAVERLY ADVISORS, LLC	2.29%	208.21K	11.55M	-539	-0.26%
Jun 30, 2026	EMPIRICAL FINANCE, LLC	2.42%	219.68K	12.18M	-56.13K	-20.35%
Jun 30, 2026	QUANTIFY CHAOS ADVISORS, LLC	0.06%	5.09K	282.04K	30	+0.59%
Jun 30, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	5.29K	293.05K	-15	-0.28%
Jun 30, 2026	ALMANACK INVESTMENT PARTNERS, LLC.	0.07%	6.35K	352.33K	0	0
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.08%	7.08K	392.59K	7.08K	+100.00%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.08%	7.34K	406.95K	-71	-0.96%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	7.43K	411.83K	6.82K	+1,121.55%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	7.9K	438.11K	1.79K	+29.19%
Jun 30, 2026	LBMC INVESTMENT ADVISORS, LLC	0.09%	8K	443.6K	0	0
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.13%	12.19K	676K	-1.12K	-8.41%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	12.46K	690.96K	5.96K	+91.71%
Jun 30, 2026	SANKALA GROUP LLC	0.15%	13.53K	825.4K	997	+7.96%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	14.02K	777.41K	1.66K	+13.42%
Jun 30, 2026	XY PLANNING NETWORK, INC.	0.24%	21.92K	1.22M	-2.93K	-11.77%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.26%	23.22K	1.29M	7.62K	+48.79%
Jun 30, 2026	MEREDITH WEALTH PLANNING	0.27%	24.88K	1.38M	43	+0.17%
Jun 30, 2026	BAKER BOYER NATIONAL BANK	0.27%	24.97K	1.38M	-37	-0.15%
Jun 30, 2026	INNOVA WEALTH PARTNERS	0.31%	27.92K	1.55M	6.97K	+33.23%
Jun 30, 2026	BWM PLANNING, LLC	3.31%	300.79K	16.68M	10.45K	+3.60%
Jun 30, 2026	VALLEY FINANCIAL GROUP, INC.	3.66%	333.19K	18.48M	4.78K	+1.46%
Jun 30, 2026	QUARRY HILL ADVISORS, LLC	0.58%	53.18K	2.95M	0	0
Jun 30, 2026	STRID GROUP, LLC	20.02%	1.82M	100.98M	118.74K	+6.98%
Jun 30, 2026	MENLO ADVISORS LLC	2.64%	240.37K	13.33M	-1K	-0.41%
Jun 30, 2026	INDEPENDENT ADVISOR ALLIANCE	0.11%	9.55K	529.55K	-8.75K	-47.82%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.13%	11.89K	659.28K	-216	-1.78%
Jun 30, 2026	REDWOOD FAMILY WEALTH LLC	0.18%	16.73K	927.93K	-775	-4.43%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	18.32K	1.02M	7.32K	+66.48%
Jun 30, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.21%	19.55K	1.08M	519	+2.73%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.69%	62.91K	3.49M	-123.6K	-66.27%
Jun 30, 2026	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.71%	64.81K	3.59M	-2.81K	-4.16%
Jun 30, 2026	VESTMENT FINANCIAL LLC	0.73%	66.78K	3.76M	1.95K	+3.01%
Jun 30, 2026	ASPECT PARTNERS, LLC	0.09%	8.08K	447.86K	0	0
Jun 30, 2026	GWN SECURITIES INC.	0.07%	6.02K	333.7K	-624	-9.39%
Jun 30, 2026	L.K. BENSON & COMPANY, P.C.	0.4%	36.63K	2.03M	-1.37K	-3.61%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.41%	37.53K	2.08M	2.64K	+7.56%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.57%	52.22K	2.9M	1.72K	+3.41%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.85%	77.06K	4.27M	71.04K	+1,180.83%
Jun 30, 2026	LPL FINANCIAL LLC	1.01%	92.28K	5.12M	4.14K	+4.69%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	1.08%	97.8K	5.42M	-30.98K	-24.06%
Jun 30, 2026	EMPOWERED FUNDS, LLC	1.15%	104.97K	5.82M	4.56K	+4.54%
Jun 30, 2026	MARINER, LLC	0.62%	56.12K	3.11M	-1.88K	-3.23%
Jun 30, 2026	ROYAL BANK OF CANADA	1.21%	110.46K	6.13M	-1.97K	-1.75%
Jun 30, 2026	JPL WEALTH MANAGEMENT, LLC	1.4%	127.56K	7.07M	39.61K	+45.03%
Jun 30, 2026	STOKES FAMILY OFFICE, LLC	1.45%	131.7K	7.3M	-78.99K	-37.49%
Jun 30, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	1.68%	152.64K	8.46M	-807	-0.53%
Jun 30, 2026	WELL DONE, LLC	1.82%	165.61K	9.18M	13.08K	+8.57%
Jun 30, 2026	STILLWATER PRIVATE WEALTH, LLC	1.92%	175.04K	10.59M	73.54K	+72.46%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.06%	187.34K	10.39M	5.04K	+2.77%
Jun 30, 2026	ONE DEGREE ADVISORS INC	2.07%	188.51K	10.49M	9.1K	+5.07%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	2.24%	203.33K	12M	-57.54K	-22.06%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	1.08K	56.31K	0	0
Mar 31, 2026	ROCKY MOUNTAIN ADVISERS, LLC	0.03%	2.4K	125.14K	0	0
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.03%	2.84K	148.04K	340	+13.58%
Mar 31, 2026	JPMORGAN CHASE & CO	0.04%	3.32K	169.13K	3.16K	+2,040.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	4.02K	209.71K	4.02K	+100.00%
Mar 31, 2026	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.74%	67.63K	3.53M	-4.53K	-6.28%
Mar 31, 2026	QUANTIFY CHAOS ADVISORS, LLC	0.06%	5.06K	263.6K	21	+0.42%
Mar 31, 2026	SANKALA GROUP LLC	0.14%	12.53K	648.04K	126	+1.02%
Mar 31, 2026	REDWOOD FAMILY WEALTH LLC	0.19%	17.51K	912.98K	-351	-1.97%
Mar 31, 2026	WELL DONE, LLC	1.68%	152.53K	7.95M	24.37K	+19.01%
Mar 31, 2026	STILLWATER PRIVATE WEALTH, LLC	1.12%	101.49K	5.29M	101.49K	+100.00%
Mar 31, 2026	XY PLANNING NETWORK, INC.	0.27%	24.85K	1.3M	499	+2.05%
Mar 31, 2026	BAKER BOYER NATIONAL BANK	0.27%	25.01K	1.3M	-325	-1.28%
Mar 31, 2026	VALLEY FINANCIAL GROUP, INC.	3.61%	328.41K	17.12M	9.49K	+2.98%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.38%	34.89K	1.7M	4.9K	+16.34%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.05%	4.25K	221.34K	-374	-8.10%
Mar 31, 2026	LPL FINANCIAL LLC	0.97%	88.14K	4.6M	7.36K	+9.11%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.42%	128.78K	6.71M	7.46K	+6.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2%	182.29K	9.5M	-1.8K	-0.98%
Mar 31, 2026	STOKES FAMILY OFFICE, LLC	2.32%	210.68K	10.99M	-23.73K	-10.12%
Mar 31, 2026	CWM, LLC	2.39%	217K	11.31M	-8.2K	-3.64%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	2.87%	260.87K	13.6M	-30.31K	-10.41%
Mar 31, 2026	EMPIRICAL FINANCE, LLC	3.03%	275.81K	14.38M	-996.11K	-78.32%
Mar 31, 2026	BWM PLANNING, LLC	3.19%	290.34K	15.14M	-11.54K	-3.82%
Mar 31, 2026	STRID GROUP, LLC	18.71%	1.7M	88.76M	158.08K	+10.24%
Mar 31, 2026	MEREDITH WEALTH PLANNING	0.27%	24.84K	1.3M	20	+0.08%
Mar 31, 2026	VESTMENT FINANCIAL LLC	0.71%	64.82K	3.58M	-506	-0.77%
Mar 31, 2026	ALMANACK INVESTMENT PARTNERS, LLC.	0.07%	6.35K	331.31K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	6.5K	338.92K	0	0
Mar 31, 2026	GWN SECURITIES INC.	0.07%	6.64K	346.36K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.08%	7.41K	386.35K	180	+2.49%
Mar 31, 2026		0.05%	5.06K	263.6K	21	+0.42%
Mar 31, 2026	JPL WEALTH MANAGEMENT, LLC	0.97%	87.96K	4.59M	55.48K	+170.81%
Mar 31, 2026	LBMC INVESTMENT ADVISORS, LLC	0.09%	8K	417.13K	0	0
Mar 31, 2026	ASPECT PARTNERS, LLC	0.09%	8.08K	421.14K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	11.01K	574K	11.01K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.13%	12.11K	631.2K	12.11K	+100.00%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.14%	12.36K	644.52K	12.36K	+100.00%
Mar 31, 2026	INNOVA WEALTH PARTNERS	0.23%	20.96K	1.09M	13.22K	+170.90%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	0.05%	4.31K	224.89K	0	0
Mar 31, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.05%	4.43K	230.99K	0	0
Mar 31, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	5.3K	276.35K	5.3K	+100.00%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.07%	6.02K	293.55K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	6.12K	318.9K	-1.98K	-24.48%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.15%	13.31K	694K	708	+5.62%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.17%	15.61K	813.84K	63	+0.41%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.2%	18.3K	954.3K	8.75K	+91.64%
Mar 31, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.21%	19.03K	992.06K	726	+3.97%
Mar 31, 2026	L.K. BENSON & COMPANY, P.C.	0.42%	38K	1.98M	4.12K	+12.15%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.56%	50.5K	2.63M	-680	-1.33%
Mar 31, 2026	QUARRY HILL ADVISORS, LLC	0.58%	53.18K	2.93M	-145	-0.27%
Mar 31, 2026	MARINER, LLC	0.64%	58K	3.02M	58K	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	1.1%	100.41K	5.24M	1.9K	+1.92%
Mar 31, 2026	ROYAL BANK OF CANADA	1.24%	112.44K	5.86M	-7.07K	-5.92%
Mar 31, 2026	WAVERLY ADVISORS, LLC	2.29%	208.75K	10.88M	1.91K	+0.92%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.05%	186.51K	9.72M	14.92K	+8.69%
Mar 31, 2026	KATHMERE CAPITAL MANAGEMENT, LLC	1.69%	153.44K	8M	1.37K	+0.90%
Mar 31, 2026	ONE DEGREE ADVISORS INC	1.97%	179.42K	9.36M	7.62K	+4.43%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	100	5.24K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	200	10.43K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	507	26.43K	506	+50,600.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.5K	73.19K	0	0
Dec 31, 2025	MORGAN STANLEY	0.01%	666	32.5K	3	+0.45%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	200	9.76K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	155	7.56K	-1.92K	-92.54%
Dec 31, 2025	EMPOWERED FUNDS, LLC	1.16%	98.51K	4.81M	98.51K	+100.00%
Dec 31, 2025	CWM, LLC	2.57%	225.21K	10.99M	5.5K	+2.50%
Dec 31, 2025	INNOVA WEALTH PARTNERS	0.09%	7.74K	377.48K	2.15K	+38.56%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.07%	6.02K	293.55K	6.02K	+100.00%
Dec 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.05%	4.43K	216.16K	0	0
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.05%	4.31K	210.45K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	1.69K	82.56K	1.69K	+100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	8.1K	395.14K	1.16K	+16.69%
Dec 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.09%	8K	390.36K	0	0
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.08%	7.23K	352.77K	-352	-4.64%
Dec 31, 2025	ROBLE, BELKO & COMPANY, INC	0.08%	6.73K	328K	6.73K	+100.00%
Dec 31, 2025	GWN SECURITIES INC.	0.08%	6.64K	324.13K	2.03K	+43.92%
Dec 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.07%	6.35K	310.04K	-92	-1.43%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.05%	4.62K	225.38K	-438	-8.66%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.03%	2.5K	122.02K	2.5K	+100.00%
Dec 31, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.03%	2.4K	117.11K	0	0
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.07%	6.32K	308.4K	-1.7K	-21.16%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	6.5K	317.17K	6.5K	+100.00%
Dec 31, 2025	WAVERLY ADVISORS, LLC	2.36%	206.84K	10.09M	-4.17K	-1.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.1%	184.09K	8.98M	6.16K	+3.46%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.96%	171.59K	8.37M	12.08K	+7.57%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.79%	152.08K	7.42M	5.31K	+3.62%
Dec 31, 2025	WELL DONE, LLC	1.51%	128.17K	6.25M	-2.59K	-1.98%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.43%	121.32K	5.92M	6.75K	+5.89%
Dec 31, 2025	LPL FINANCIAL LLC	0.92%	80.78K	3.94M	2.4K	+3.06%
Dec 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.82%	72.16K	3.52M	936	+1.31%
Dec 31, 2025	VESTMENT FINANCIAL LLC	0.77%	65.33K	3.34M	-1.84K	-2.74%
Dec 31, 2025	QUARRY HILL ADVISORS, LLC	0.63%	53.32K	2.6M	-83	-0.16%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.58%	51.18K	2.5M	-188	-0.37%
Dec 31, 2025	L.K. BENSON & COMPANY, P.C.	0.38%	33.88K	1.65M	11.66K	+52.48%
Dec 31, 2025	XY PLANNING NETWORK, INC.	0.29%	24.35K	1.19M	2.72K	+12.57%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	19.87K	969.46K	10.14K	+104.26%
Dec 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.22%	18.3K	892.96K	-7.32K	-28.58%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.18%	15.55K	758.52K	76	+0.49%
Dec 31, 2025	ASPECT PARTNERS, LLC	0.1%	8.08K	394.11K	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	1.08K	52.7K	0	0
Dec 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	905	44.16K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	866	42.29K	265	+44.09%
Dec 31, 2025	JPL WEALTH MANAGEMENT, LLC	0.37%	32.48K	1.58M	28.6K	+736.44%
Dec 31, 2025	MEREDITH WEALTH PLANNING	0.29%	24.82K	1.21M	250	+1.02%
Dec 31, 2025	STRID GROUP, LLC	18.18%	1.54M	75.35M	24.43K	+1.61%
Dec 31, 2025	EMPIRICAL FINANCE, LLC	14.54%	1.27M	61.22M	843.24K	+196.71%
Dec 31, 2025	BWM PLANNING, LLC	3.55%	301.88K	14.73M	17.33K	+6.09%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	3.32%	291.18K	14.21M	28.12K	+10.69%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	100	4.88K	0	0
Dec 31, 2025	COREFIRST BANK & TRUST	0%	56	2.73K	56	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.34%	29.99K	1.46M	7.72K	+34.68%
Dec 31, 2025		0.06%	5.04K	245.69K	5.04K	+100.00%
Dec 31, 2025	VALLEY FINANCIAL GROUP, INC.	3.64%	318.92K	15.56M	90.27K	+39.48%
Dec 31, 2025	STOKES FAMILY OFFICE, LLC	2.67%	234.41K	11.44M	-4.55K	-1.91%
Dec 31, 2025	ONE DEGREE ADVISORS INC	1.96%	171.8K	8.38M	14.6K	+9.29%
Dec 31, 2025	ROYAL BANK OF CANADA	1.36%	119.51K	5.83M	12.11K	+11.28%
Dec 31, 2025	BAKER BOYER NATIONAL BANK	0.3%	25.33K	1.24M	261	+1.04%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.14%	12.6K	615K	1.73K	+15.86%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.11%	9.55K	465.99K	0	0
Sep 30, 2025	NATURAL INVESTMENTS, LLC	3.39%	283.78K	7.75M	283.78K	+100.00%
Sep 30, 2025	BWM PLANNING, LLC	3.4%	284.54K	13.27M	30.82K	+12.15%
Sep 30, 2025	QUARRY HILL ADVISORS, LLC	0.64%	53.4K	2.49M	-201	-0.38%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	1.08K	50.38K	0	0
Sep 30, 2025	EMPIRICAL FINANCE, LLC	5.12%	428.68K	20M	-6.37K	-1.46%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.05%	4.31K	201.2K	4.31K	+100.00%
Sep 30, 2025	JPL WEALTH MANAGEMENT, LLC	0.05%	3.88K	181.13K	3.88K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.5K	69.98K	0	0
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	3.14%	263.06K	12.27M	17.37K	+7.07%
Sep 30, 2025	ONE DEGREE ADVISORS INC	1.88%	157.2K	7.33M	23.39K	+17.48%
Sep 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0%	0	-	-572	-100.00%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-18.22K	-100.00%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.11%	9.55K	445.51K	9.55K	+100.00%
Sep 30, 2025	BAKER BOYER NATIONAL BANK	0.3%	25.07K	1.17M	899	+3.72%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	2.08K	96.94K	2.08K	+100.00%
Sep 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.08%	6.45K	300.71K	-4.72K	-42.29%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-5.7K	-100.00%
Sep 30, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.03%	2.4K	111.96K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.13%	177.93K	8.3M	-1.35K	-0.75%
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	4.82K	224.99K	4.82K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	6.3K	293.79K	1.03K	+19.44%
Sep 30, 2025	L.K. BENSON & COMPANY, P.C.	0.27%	22.22K	1.04M	2.1K	+10.45%
Sep 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.31%	25.62K	1.2M	3.92K	+18.08%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.08%	6.94K	323.75K	-22	-0.32%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.61%	51.37K	2.4M	338	+0.66%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-4.96K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	37	0	0
Sep 30, 2025	CITIGROUP INC	0%	1	47	1	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	3	140	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	100	4.67K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	200	9.33K	0	0
Sep 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	905	42.22K	0	0
Sep 30, 2025	STOKES FAMILY OFFICE, LLC	2.85%	238.97K	11.15M	-3.07K	-1.27%
Sep 30, 2025	VESTMENT FINANCIAL LLC	0.8%	67.17K	3.17M	1.43K	+2.17%
Sep 30, 2025	LPL FINANCIAL LLC	0.94%	78.38K	3.66M	2.1K	+2.75%
Sep 30, 2025	WELL DONE, LLC	1.56%	130.75K	6.1M	-1.39K	-1.05%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.91%	159.51K	7.44M	20.23K	+14.52%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.75%	146.77K	6.85M	2.87K	+2.00%
Sep 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.05%	4.43K	206.66K	-70	-1.56%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	601	27.28K	-5.58K	-90.28%
Sep 30, 2025	MORGAN STANLEY	0.01%	663	30.93K	3	+0.45%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	7.58K	353.69K	-280	-3.56%
Sep 30, 2025	XY PLANNING NETWORK, INC.	0.26%	21.63K	951.8K	0	0
Sep 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.85%	71.22K	3.32M	2.47K	+3.59%
Sep 30, 2025	STRID GROUP, LLC	18.15%	1.52M	70.9M	23.19K	+1.55%
Sep 30, 2025	ROYAL BANK OF CANADA	1.28%	107.39K	5.01M	-2.95K	-2.68%
Sep 30, 2025	WAVERLY ADVISORS, LLC	2.52%	211.01K	9.84M	-2.21K	-1.04%
Sep 30, 2025	VALLEY FINANCIAL GROUP, INC.	2.73%	228.65K	10.67M	8.29K	+3.76%
Sep 30, 2025	MEREDITH WEALTH PLANNING	0.29%	24.57K	1.15M	-3.24K	-11.65%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.37%	114.56K	5.34M	3.28K	+2.95%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	8.02K	373.95K	-3.98K	-33.18%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	9.73K	453.76K	4.05K	+71.22%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.13%	10.88K	507K	8.34K	+327.93%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.18%	15.47K	721.65K	63	+0.41%
Sep 30, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	1.26%	105.37K	4.92M	-957	-0.90%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.27%	22.27K	1.04M	4.22K	+23.40%
Sep 30, 2025	ASPECT PARTNERS, LLC	0.1%	8.08K	376.79K	0	0
Sep 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.1%	8K	373.2K	0	0
Sep 30, 2025	CWM, LLC	2.62%	219.71K	10.25M	-10.39K	-4.51%
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.08%	7.04K	328.56K	-5.68K	-44.63%
Sep 30, 2025	INNOVA WEALTH PARTNERS	0.07%	5.58K	260.45K	116	+2.12%
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.06%	5.06K	235.91K	62	+1.24%
Sep 30, 2025	GWN SECURITIES INC.	0.06%	4.62K	215.57K	-2.34K	-33.61%
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	2.91%	242.04K	10.65M	619	+0.26%
Jun 30, 2025	ASPECT PARTNERS, LLC	0.1%	8.08K	355.46K	0	0
Jun 30, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.13%	11.17K	491.59K	-450	-3.87%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.01%	1.08K	47.53K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.5K	66.02K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	5.27K	232.02K	-200	-3.66%
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-20.48K	-100.00%
Jun 30, 2025	INNOVA WEALTH PARTNERS	0.07%	5.47K	240.6K	106	+1.98%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	572	25.17K	572	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.22%	18.05K	794.16K	4.71K	+35.34%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	5.68K	250.02K	-15.07K	-72.63%
Jun 30, 2025	UBS GROUP AG	0.07%	5.7K	250.86K	5.7K	+100.00%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.14%	12K	527.97K	-4.54K	-27.47%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.15%	12.72K	559.85K	-5.01K	-28.26%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.19%	15.41K	678.01K	1.43K	+10.19%
Jun 30, 2025	QUARRY HILL ADVISORS, LLC	0.64%	53.61K	2.36M	3.57K	+7.12%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.22%	18.22K	802.03K	-1.87K	-9.31%
Jun 30, 2025	LPL FINANCIAL LLC	0.92%	76.29K	3.36M	2.24K	+3.03%
Jun 30, 2025	ROYAL BANK OF CANADA	1.33%	110.35K	4.86M	-3.41K	-3.00%
Jun 30, 2025		0.24%	20.12K	885.41K	5.62K	+38.80%
Jun 30, 2025	XY PLANNING NETWORK, INC.	0.26%	21.63K	951.8K	8.89K	+69.84%
Jun 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.26%	21.7K	955.06K	1.13K	+5.49%
Jun 30, 2025	BAKER BOYER NATIONAL BANK	0.29%	24.17K	1.06M	812	+3.48%
Jun 30, 2025	MEREDITH WEALTH PLANNING	0.33%	27.81K	1.22M	123	+0.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.16%	179.28K	7.89M	-27.59K	-13.33%
Jun 30, 2025	WAVERLY ADVISORS, LLC	2.56%	213.22K	9.38M	-3.85K	-1.78%
Jun 30, 2025	MENLO ADVISORS LLC	2.99%	248.74K	10.95M	-2.62K	-1.04%
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0.01%	905	39.83K	0	0
Jun 30, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.03%	2.4K	105.62K	0	0
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.05%	4.5K	198.05K	-175	-3.74%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	4.96K	218K	-11.26K	-69.45%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.06%	5K	219.83K	-41	-0.81%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.34%	111.28K	4.9M	50.57K	+83.31%
Jun 30, 2025	STRID GROUP, LLC	18%	1.5M	65.86M	75.56K	+5.32%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.03%	2.54K	112K	2.54K	+100.00%
Jun 30, 2025	DEANE RETIREMENT STRATEGIES, INC.	0%	0	-	-194	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-16.74K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.08K	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	3	132	-428	-99.30%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	100	4.4K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	660	29.05M	-2.21K	-77.02%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.61%	51.03K	2.25M	1.93K	+3.94%
Jun 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.83%	68.75K	3.03M	-63.81K	-48.13%
Jun 30, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	1.28%	106.33K	4.68M	-2.38K	-2.19%
Jun 30, 2025	BOWMAN & CO S.C.	0%	0	-	-63.69K	-100.00%
Jun 30, 2025	VALLEY FINANCIAL GROUP, INC.	2.65%	220.36K	9.7M	10.3K	+4.90%
Jun 30, 2025	EMPIRICAL FINANCE, LLC	5.23%	435.05K	19.15M	-9.38K	-2.11%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	2.95%	245.7K	10.81M	42.31K	+20.80%
Jun 30, 2025	LBMC INVESTMENT ADVISORS, LLC	0.1%	8K	352.08K	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.09%	7.86K	345.99K	-11.07K	-58.46%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.08%	6.96K	306.4K	-1.08K	-13.40%
Jun 30, 2025	GWN SECURITIES INC.	0.08%	6.95K	306.32K	255	+3.81%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	6.18K	272.17K	-1.89K	-23.42%
Jun 30, 2025	CWM, LLC	2.77%	230.1K	10.13M	5.62K	+2.50%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.73%	143.89K	6.33M	424	+0.30%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.68%	139.28K	6.13M	19.73K	+16.50%
Jun 30, 2025	ONE DEGREE ADVISORS INC	1.61%	133.81K	5.89M	11.82K	+9.68%
Jun 30, 2025	WELL DONE, LLC	1.59%	132.14K	5.82M	-3.75K	-2.76%
Jun 30, 2025	BWM PLANNING, LLC	3.05%	253.73K	11.17M	58.31K	+29.84%
Jun 30, 2025	VESTMENT FINANCIAL LLC	0.79%	65.74K	2.94M	4.26K	+6.92%
Jun 30, 2025	L.K. BENSON & COMPANY, P.C.	0.24%	20.12K	885.41K	5.62K	+38.80%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.18%	13.98K	596.31K	33	+0.24%
Mar 31, 2025		0.19%	14.49K	618.12K	6.78K	+87.97%
Mar 31, 2025	BAKER BOYER NATIONAL BANK	0.31%	23.36K	996.26K	7.18K	+44.38%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.07%	5.04K	214.79K	5.04K	+100.00%
Mar 31, 2025	BREAKWATER CAPITAL GROUP	0.23%	17.73K	756.31K	-4.27K	-19.39%
Mar 31, 2025	MORGAN STANLEY	0.04%	2.87K	122.49K	2.21K	+336.47%
Mar 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.15%	11.62K	495.59K	4.6K	+65.53%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.06%	4.68K	199.39K	22	+0.47%
Mar 31, 2025	INNOVA WEALTH PARTNERS	0.07%	5.36K	228.65K	136	+2.60%
Mar 31, 2025	EMPIRICAL FINANCE, LLC	5.81%	444.43K	18.95M	-101.2K	-18.55%
Mar 31, 2025	MENLO ADVISORS LLC	3.29%	251.36K	10.72M	0	0
Mar 31, 2025	STOKES FAMILY OFFICE, LLC	3.16%	241.42K	10.3M	101.74K	+72.83%
Mar 31, 2025	ONE DEGREE ADVISORS INC	1.6%	122K	5.2M	5.22K	+4.47%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.56%	119.56K	5.1M	-2.7K	-2.21%
Mar 31, 2025	ROYAL BANK OF CANADA	1.49%	113.75K	4.85M	-3.7K	-3.15%
Mar 31, 2025	KATHLEEN S. WRIGHT ASSOCIATES INC.	1.42%	108.71K	4.64M	-5.73K	-5.01%
Mar 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.27%	20.57K	877.35K	2.02K	+10.88%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.27%	20.48K	873.26K	2.02K	+10.93%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.26%	20.1K	857.04K	2.15K	+11.96%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.25%	18.93K	807.22K	18.93K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	20.76K	885.2K	-3.96K	-16.01%
Mar 31, 2025	ASPECT PARTNERS, LLC	0.11%	8.08K	344.48K	-1.83K	-18.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	8.08K	344.4K	1.93K	+31.39%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	8.04K	342.86K	1.02K	+14.47%
Mar 31, 2025	LBMC INVESTMENT ADVISORS, LLC	0.1%	8K	341.2K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.97%	74.04K	3.16M	29.84K	+67.51%
Mar 31, 2025	BOWMAN & CO S.C.	0.83%	63.69K	2.72M	147	+0.23%
Mar 31, 2025	WELL DONE, LLC	1.78%	135.89K	6.07M	-2.43K	-1.76%
Mar 31, 2025	STRID GROUP, LLC	18.59%	1.42M	60.61M	42.3K	+3.07%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	5.47K	233.38K	0	0
Mar 31, 2025	CWM, LLC	2.94%	224.48K	9.57M	33.94K	+17.81%
Mar 31, 2025	WAVERLY ADVISORS, LLC	2.84%	217.08K	9.26M	-957	-0.44%
Mar 31, 2025	VALLEY FINANCIAL GROUP, INC.	2.75%	210.06K	8.96M	19.55K	+10.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	16.22K	692K	767	+4.96%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.22%	16.54K	705.46K	-18.31K	-52.54%
Mar 31, 2025	MEREDITH WEALTH PLANNING	0.36%	27.69K	1.18M	73	+0.26%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.64%	49.1K	2.09M	6.63K	+15.61%
Mar 31, 2025	QUARRY HILL ADVISORS, LLC	0.65%	50.04K	2.13M	7	+0.01%
Mar 31, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.03%	2.4K	102.36K	0	0
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.79%	60.71K	2.59M	11.09K	+22.34%
Mar 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	1.73%	132.56K	5.65M	-5.37K	-3.90%
Mar 31, 2025	XY PLANNING NETWORK, INC.	0.17%	12.73K	543.11K	12.73K	+100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	13.33K	568.65K	13.33K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.22%	16.74K	714.13K	16.74K	+100.00%
Mar 31, 2025	GWN SECURITIES INC.	0.09%	6.7K	285.51K	6.7K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.71%	206.86K	8.82M	17.58K	+9.29%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	2.66%	203.39K	9.08M	0	0
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	1.88%	143.47K	6.12M	-1.84K	-1.27%

Frequently Asked Questions