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

Who are the major shareholders selling FT Cboe Vest Rising Dividend Achievers Target Income ETF stock?

WILEY BROS.-AINTREE CAPITAL, LLC, in the last quarter, reduced its stake in RDVI by -13.7% restricting it's holding to 292.48 thousand shares of worth nearly $8.60M. LUKEN INVESTMENT ANALYTICS, LLC also lessened -18.67% of the RDVI shares from its portfolio, reducing its holding to 293.32 thousand shares of worth $8.62M. APTUS CAPITAL ADVISORS, LLC also shunned RDVI shares holding by -3.07% last quarter which brought its holding to 363.38 thousand shares worth $10.68M.

Investors who are buying RDVI stock?

As per its latest 13F filing, HIGHPOINT ADVISOR GROUP LLC increased its stake in RDVI by 20.58% in the last quarter. The institutional holder raised its holding to 234.84 thousand shares having worth more than $6.90M. IFP ADVISORS, INC also added 29.21% more shares of RDVI to its portfolio, raising its holding to 239.48 thousand shares of worth $7.04M. OXFORD WEALTH GROUP, LLC also increased its RDVI shares holding by 18.19% which brought its holding to 248.18 thousand shares worth $7.30M.

RDVI's major insiders: who are they?

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

Did an insider recently sell RDVI stock?

Company executives, directors, and other insiders own N/A percent of FT Cboe Vest Rising Dividend Achievers Target Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which RDVI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased RDVI stock?

There have been 0 transaction(s) during the past 6-months in which FT Cboe Vest Rising Dividend Achievers Target Income ETF insiders have bought stock, totalling 0 shares

How much of RDVI does insiders own?

Around 0 FT Cboe Vest Rising Dividend Achievers Target Income ETF shares are held by insiders, which represents about N/A of RDVI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in RDVI?

HIGHPOINT ADVISOR GROUP LLC is the largest institutional owner in RDVI which holds 234.84 thousand shares worth $6.90M or 0.22% of the total RDVI shares outstanding followed by IFP ADVISORS, INC with ownership of 239.48 thousand shares representing 0.22% of the RDVI ownership. OXFORD WEALTH GROUP, LLC is the third largest stakeholder with 248.18 thousand shares or 0.23% of the ownership worth more than $7.30M.

Is FT Cboe Vest Rising Dividend Achievers Target Income 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 RDVI is concerned, it is a stock which is optionable.

Is there a short position on RDVI's shares?

Number of RDVI 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 RDVI shares are there?

As of today, null shares of RDVI are outstanding.

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

RDVI 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 RDVI is null.

FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) 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. HIGHPOINT ADVISOR GROUP LLC is the top corporate investor, holding 234.84K shares valued at $6.90M. A 0.22% stake in FT Cboe Vest Rising Dividend Achievers Target Income ETF is owned by the company. IFP ADVISORS, INC owns 239.48K shares valued at $7.04M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.22%	234.84K	6.9M	40.07K	+20.58%
Jun 30, 2026	IFP ADVISORS, INC	0.22%	239.48K	7.04M	54.14K	+29.21%
Jun 30, 2026	OXFORD WEALTH GROUP, LLC	0.23%	248.18K	7.3M	38.2K	+18.19%
Jun 30, 2026	RFG ADVISORY, LLC	0.24%	257.16K	7.56M	31.36K	+13.89%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.33%	2.79M	81.92M	338.44K	+13.82%
Jun 30, 2026	LPL FINANCIAL LLC	10.7%	12.8M	376.38M	1.46M	+12.92%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.24%	292.48K	8.6M	-46.43K	-13.70%
Jun 30, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.25%	293.32K	8.62M	-67.33K	-18.67%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	362.3K	10.65M	16.87K	+4.88%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.3%	363.38K	10.68M	-11.5K	-3.07%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	366.39K	10.77M	108.9K	+42.29%
Jun 30, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.34%	406.87K	11.96M	11.02K	+2.78%
Jun 30, 2026	COOPER CAPITAL ADVISORS LLC	0.41%	486.69K	14.31M	18.84K	+4.03%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.23%	279.97K	8.23M	57.23K	+25.70%
Jun 30, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.24%	284.51K	8.36M	-100.34K	-26.07%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.24%	289.62K	8.51M	7.94K	+2.82%
Jun 30, 2026	COLONY GROUP, LLC	0.46%	546.37K	16.06M	-110.48K	-16.82%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.48%	579.46K	17.04M	-35.69K	-5.80%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.25%	294.97K	8.5M	97.51K	+49.38%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.26%	316.4K	9.3M	-57	-0.02%
Jun 30, 2026	ECHO WEALTH MANAGEMENT, LLC	0.28%	330.88K	9.73M	23.71K	+7.72%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	604.22K	17.76M	82.2K	+15.75%
Jun 30, 2026	SECOND HALF FINANCIAL PARTNERS, LLC	0.52%	628.12K	18.47M	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.57%	616.8K	18.13M	37.21K	+6.42%
Jun 30, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.57%	686.1K	20.17M	14.33K	+2.13%
Jun 30, 2026	PARK NATIONAL CORP /OH/	0.59%	711.23K	20.91M	30.7K	+4.51%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.42%	506.64K	14.9M	1.41K	+0.28%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.65%	781.66K	22.98M	115.48K	+17.33%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	851.6K	25.04M	-2.44K	-0.29%
Jun 30, 2026	ARGENT ADVISORS, INC.	0.37%	441.03K	12.97M	-4.13K	-0.93%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	2.49M	73.13M	305.61K	+14.01%
Jun 30, 2026	ROYAL BANK OF CANADA	2.18%	2.61M	76.64M	128.26K	+5.17%
Jun 30, 2026	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.29%	349.71K	10.28M	3.29K	+0.95%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.3%	360.18K	10.59M	95.47K	+36.07%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.35%	423.81K	12.46M	-198.18K	-31.86%
Jun 30, 2026	CLARUS GROUP, INC.	0.36%	425.64K	12.51M	-6.24K	-1.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.37%	437.35K	12.86M	97.68K	+28.76%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.43%	514.3K	15.12M	28.91K	+5.96%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	517.8K	15.05M	74.23K	+16.74%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.6%	713.83K	20.99M	-15.26K	-2.09%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.6%	714.32K	21.01M	35.49K	+5.23%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.15%	3.77M	110.76M	209.21K	+5.88%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.41%	4.08M	120.1M	323.6K	+8.60%
Jun 30, 2026	PINNACLE ASSOCIATES LTD	0.71%	852.75K	25.07M	10.62K	+1.26%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	341.9K	10.05M	32.56K	+10.53%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.46%	545.36K	16.03M	4.08K	+0.75%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.72%	858.84K	25.25M	96.24K	+12.62%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	941.3K	27.67M	29.89K	+3.28%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.81%	974.16K	28.64M	39.34K	+4.21%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.05%	1.25M	36.87M	76.19K	+6.47%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.15%	1.38M	40.5M	117.89K	+9.36%
Jun 30, 2026	AURORA PRIVATE WEALTH, INC.	0.22%	257.28K	7.56M	77.46K	+43.08%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.74%	2.08M	61.16M	64.68K	+3.21%
Jun 30, 2026	STIFEL FINANCIAL CORP	2.16%	2.58M	75.85M	124.31K	+5.06%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.2%	215.09K	6.32M	54.8K	+34.19%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.57%	680.53K	17.39M	6.72K	+1.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.12%	3.76M	96.1M	832.36K	+28.42%
Mar 31, 2026	LPL FINANCIAL LLC	9.42%	11.34M	289.66M	1.3M	+12.97%
Mar 31, 2026	ARGENT ADVISORS, INC.	0.37%	445.15K	11.37M	9.42K	+2.16%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.27%	322.64K	8.24M	167.79K	+108.36%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	443.57K	11.42M	-195.74K	-30.62%
Mar 31, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.33%	395.85K	10.11M	25.56K	+6.90%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.04%	2.46M	62.74M	195.37K	+8.64%
Mar 31, 2026	ROYAL BANK OF CANADA	2.06%	2.48M	63.33M	296.59K	+13.59%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.43%	522.02K	13.34M	392.59K	+303.33%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.45%	541.28K	14.72M	44.64K	+8.99%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.27%	327.23K	8.36M	171.51K	+110.14%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	338.91K	8.67M	15.78K	+4.88%
Mar 31, 2026	MARINER, LLC	0.28%	339.19K	8.67M	8K	+2.42%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.28%	339.67K	8.68M	11.84K	+3.61%
Mar 31, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.3%	360.66K	9.21M	-277.93K	-43.52%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.31%	374.88K	9.58M	354.32K	+1,722.74%
Mar 31, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.32%	384.85K	9.83M	-78.12K	-16.87%
Mar 31, 2026	CLARUS GROUP, INC.	0.36%	431.88K	11.03M	-1.67K	-0.39%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.48%	579.59K	14.81M	216.3K	+59.54%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.51%	615.15K	15.72M	362.52K	+143.50%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.52%	621.99K	15.89M	9.75K	+1.59%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.56%	678.83K	17.35M	119.75K	+21.42%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.61%	729.09K	18.63M	55.96K	+8.31%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.63%	762.6K	19.48M	33.5K	+4.60%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.7%	842.13K	21.52M	6.18K	+0.74%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	854.05K	21.82M	-64.27K	-7.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	911.41K	23.29M	-104.11K	-10.25%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.98%	1.18M	30.09M	177.29K	+17.72%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.05%	1.26M	32.19M	249.37K	+24.68%
Mar 31, 2026	COOPER CAPITAL ADVISORS LLC	0.39%	467.85K	11.95M	139.84K	+42.64%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.4%	485.39K	12.4M	54.42K	+12.63%
Mar 31, 2026	CWM, LLC	0.41%	497.7K	12.72M	218.41K	+78.20%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.42%	505.23K	12.91M	9.48K	+1.91%
Mar 31, 2026	COLONY GROUP, LLC	0.55%	656.86K	16.78M	-40.52K	-5.81%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.55%	666.18K	17.02M	37.52K	+5.97%
Mar 31, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.56%	671.77K	17.16M	25.96K	+4.02%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.78%	934.81K	23.88M	306.37K	+48.75%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.95%	1.15M	29.3M	1.15M	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.03%	2.45M	62.55M	326.38K	+15.38%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	186.34K	4.76M	4.02K	+2.20%
Mar 31, 2026	IFP ADVISORS, INC	0.18%	185.34K	4.74M	52.39K	+39.40%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.19%	194.77K	4.98M	14.87K	+8.27%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.19%	197.47K	5.05M	11.8K	+6.36%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.2%	203.01K	5.19M	11.73K	+6.13%
Mar 31, 2026	OXFORD WEALTH GROUP, LLC	0.2%	209.99K	5.37M	-31.02K	-12.87%
Mar 31, 2026	RFG ADVISORY, LLC	0.22%	225.8K	5.77M	36.95K	+19.57%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	257.49K	6.58M	17.49K	+7.29%
Mar 31, 2026	SECOND HALF FINANCIAL PARTNERS, LLC	0.52%	628.12K	16.05M	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.67%	2.02M	51.5M	41.34K	+2.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.81%	2.18M	55.75M	87.57K	+4.18%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.96%	3.56M	90.91M	-203.02K	-5.40%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.26%	264.71K	6.82M	108.17K	+69.10%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.23%	281.69K	7.2M	10.94K	+4.04%
Mar 31, 2026	ECHO WEALTH MANAGEMENT, LLC	0.26%	307.17K	7.85M	-28.04K	-8.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	309.33K	7.9M	84.61K	+37.65%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.26%	316.46K	8.09M	1.32K	+0.42%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	345.43K	8.83M	30.99K	+9.85%
Mar 31, 2026	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.29%	346.41K	8.85M	4.21K	+1.23%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.19%	186.12K	4.88M	186.12K	+100.00%
Dec 31, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.17%	168.7K	4.43M	734	+0.44%
Dec 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.17%	162.91K	4.27M	20.33K	+14.26%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	156.54K	4.11M	87.67K	+127.28%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.32%	323.14K	8.48M	128.83K	+66.30%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.26%	270.75K	7.1M	-19.14K	-6.60%
Dec 31, 2025	ARGENT ADVISORS, INC.	0.43%	435.73K	11.43M	29.31K	+7.21%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	190.34K	4.99M	4.31K	+2.32%
Dec 31, 2025	COOPER CAPITAL ADVISORS LLC	0.32%	328K	8.61M	16.3K	+5.23%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.7%	673.82K	17.68M	-20.08K	-2.89%
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.38%	370.29K	9.72M	4.02K	+1.10%
Dec 31, 2025	CWM, LLC	0.27%	279.29K	7.33M	217.26K	+350.29%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	224.73K	5.9M	23.27K	+11.55%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.35%	342.21K	8.98M	19.91K	+6.18%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.67%	3.76M	98.69M	757.53K	+25.22%
Dec 31, 2025	ROYAL BANK OF CANADA	2.11%	2.18M	57.26M	215.94K	+10.98%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.05%	2.12M	55.67M	24.11K	+1.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.02%	2.09M	54.95M	613.27K	+41.41%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.7%	673.13K	17.66M	27.13K	+4.20%
Dec 31, 2025	COLONY GROUP, LLC	0.68%	697.38K	18.3M	-159.04K	-18.57%
Dec 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.67%	645.82K	16.95M	50.48K	+8.48%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	639.3K	17.44M	20.15K	+3.25%
Dec 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.66%	638.59K	16.76M	10.83K	+1.73%
Dec 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.65%	628.12K	16.48M	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.63%	612.24K	16.07M	21.37K	+3.62%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	628.66K	16.5M	39.72K	+6.74%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.61%	628.44K	16.49M	36.45K	+6.16%
Dec 31, 2025	CLARUS GROUP, INC.	0.45%	433.55K	11.38M	-10.83K	-2.44%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	363.3K	9.53M	-157.44K	-30.23%
Dec 31, 2025	ECHO WEALTH MANAGEMENT, LLC	0.35%	335.21K	8.8M	-5.11K	-1.50%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.34%	327.83K	8.6M	34.53K	+11.77%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	252.62K	6.63M	75.67K	+42.77%
Dec 31, 2025	OXFORD WEALTH GROUP, LLC	0.24%	241K	6.32M	241K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	240K	6.3M	57.4K	+31.43%
Dec 31, 2025	RFG ADVISORY, LLC	0.2%	188.85K	4.96M	15.07K	+8.67%
Dec 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.19%	178.81K	4.69M	178.81K	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	191.29K	5.02M	191.29K	+100.00%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	0.18%	185.67K	4.87M	3.93K	+2.16%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.18%	183.46K	4.81M	-4.15K	-2.21%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	182.32K	4.78M	4.52K	+2.54%
Dec 31, 2025	LPL FINANCIAL LLC	9.8%	10.04M	263.34M	762.03K	+8.22%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.83%	2.93M	76.86M	291.56K	+11.06%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.2%	2.26M	59.31M	41.09K	+1.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	1.97M	51.81M	34.53K	+1.78%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	1.02M	26.65M	106.76K	+11.75%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.16%	155.72K	4.09M	4.57K	+3.03%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.16%	152.1K	3.99M	-3.18K	-2.05%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.98%	1M	26.25M	37.78K	+3.92%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.97%	1.01M	26.51M	203.44K	+25.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	918.31K	24.1M	-4.78K	-0.52%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.87%	835.96K	21.94M	36.3K	+4.54%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.71%	729.09K	19.13M	729.09K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.55%	559.08K	14.67M	-194.01K	-25.76%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.51%	495.75K	13.01M	4.57K	+0.93%
Dec 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.48%	462.98K	12.15M	-21.35K	-4.41%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.48%	496.65K	13.03M	-65.17K	-11.60%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.45%	430.97K	11.41M	30.95K	+7.74%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.33%	314.45K	8.25M	58.48K	+22.84%
Dec 31, 2025	MARINER, LLC	0.32%	331.19K	8.69M	8.97K	+2.78%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.3%	315.13K	8.27M	62.59K	+24.78%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.35%	322.29K	8.33M	4.06K	+1.28%
Sep 30, 2025	MIDWEST FINANCIAL GROUP LLC	0.12%	110.16K	2.85M	1.57K	+1.44%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	119.31K	3.08M	-68.12K	-36.34%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	121.41K	3.14M	15.74K	+14.89%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.98%	908.76K	23.49M	221.34K	+32.20%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1%	923.09K	23.86M	309.85K	+50.53%
Sep 30, 2025	COLONY GROUP, LLC	0.92%	856.41K	22.14M	-1.41K	-0.16%
Sep 30, 2025	ERGAWEALTH ADVISORS, INC.	0.13%	123.34K	3.19M	-68.57K	-35.73%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.26%	2.1M	54.22M	576.06K	+37.86%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.39%	2.22M	57.37M	76.22K	+3.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.24%	3M	77.64M	414.23K	+16.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.2%	187.61K	4.85M	187.61K	+100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	194.31K	5.03M	167.79K	+632.64%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.18%	169.38K	4.38M	2.53K	+1.51%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.31%	289.89K	7.49M	-15.46K	-5.06%
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.39%	366.28K	9.45M	20.28K	+5.86%
Sep 30, 2025	ROYAL BANK OF CANADA	2.12%	1.97M	50.83M	117.09K	+6.33%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.14%	128.04K	3.31M	-843	-0.65%
Sep 30, 2025	ATLAS WEALTH LLC	0.14%	128.33K	3.32M	15.02K	+13.26%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.14%	128.58K	3.32M	22.42K	+21.12%
Sep 30, 2025	G&S CAPITAL LLC	0.15%	136.41K	3.53M	4.2K	+3.17%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	136.61K	3.53M	-52.66K	-27.82%
Sep 30, 2025	SEMUS WEALTH PARTNERS LLC	0.15%	139.19K	3.6M	19.86K	+16.64%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	141.25K	3.65M	23.23K	+19.69%
Sep 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.18%	167.97K	4.25M	167.97K	+100.00%
Sep 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.15%	142.58K	3.69M	12.09K	+9.26%
Sep 30, 2025	PROSTATIS GROUP LLC	0.16%	148.87K	3.85M	-12.36K	-7.66%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.16%	151.14K	3.91M	6.47K	+4.47%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.84%	2.64M	68.18M	266.34K	+11.23%
Sep 30, 2025	LPL FINANCIAL LLC	10%	9.27M	239.72M	1.47M	+18.82%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	255.97K	6.62M	27.41K	+11.99%
Sep 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.68%	628.12K	16.24M	-6.07K	-0.96%
Sep 30, 2025	RFG ADVISORY, LLC	0.19%	173.78K	4.49M	39.16K	+29.09%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.2%	182.13K	4.71M	117.16K	+180.34%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	182.6K	4.72M	40.3K	+28.32%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.2%	186.02K	4.81M	18.13K	+10.80%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	201.46K	5.21M	54.35K	+36.94%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.27%	252.55K	6.53M	118.54K	+88.45%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	293.29K	7.58M	10.89K	+3.86%
Sep 30, 2025	COOPER CAPITAL ADVISORS LLC	0.34%	311.7K	8.06M	20.28K	+6.96%
Sep 30, 2025	ARGENT ADVISORS, INC.	0.44%	406.42K	10.51M	19.72K	+5.10%
Sep 30, 2025	CLARUS GROUP, INC.	0.48%	444.38K	11.49M	11.37K	+2.63%
Sep 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.52%	484.33K	12.52M	-418.68K	-46.37%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	619.16K	16M	27.54K	+4.65%
Sep 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.64%	595.34K	15.39M	54.33K	+10.04%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.64%	591.99K	15.3M	27.17K	+4.81%
Sep 30, 2025	ECHO WEALTH MANAGEMENT, LLC	0.37%	340.32K	8.8M	5.51K	+1.65%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.7%	646K	16.7M	646K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.04%	962.7K	24.89M	-57.48K	-5.63%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.61%	561.82K	14.52M	26.91K	+5.03%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.87%	806.92K	20.86M	161.87K	+25.10%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.75%	693.9K	17.94M	-24.17K	-3.37%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.64%	590.87K	15.27M	26.26K	+4.65%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.56%	520.74K	13.46M	205.27K	+65.07%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.53%	491.18K	12.7M	-17.28K	-3.40%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.43%	400.02K	10.34M	55.2K	+16.01%
Sep 30, 2025	MARINER, LLC	0.35%	322.22K	8.33M	11.47K	+3.69%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.63%	588.94K	15.22M	13.19K	+2.29%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	753.09K	19.47M	69.78K	+10.21%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.86%	799.66K	20.67M	27.18K	+3.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.6%	1.48M	37.95M	274.43K	+22.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.09%	1.94M	50.15M	113.07K	+6.19%
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	0.2%	181.73K	4.7M	71.79K	+65.29%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	177.8K	4.6M	29.7K	+20.06%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.19%	176.95K	4.57M	13.31K	+8.13%
Sep 30, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.68%	627.75K	16.23M	151.44K	+31.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	613.24K	15.15M	-1.04M	-62.97%
Jun 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.42%	345.99K	8.55M	-1.96K	-0.56%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.83%	685.75K	16.94M	161K	+30.68%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.83%	687.43K	16.99M	15.85K	+2.36%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.23%	1.02M	25.21M	95.47K	+10.32%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.46%	1.21M	29.81M	34.49K	+2.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.84%	1.52M	37.6M	159.28K	+11.69%
Jun 30, 2025	STIFEL FINANCIAL CORP	2.59%	2.14M	52.95M	670.35K	+45.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.86%	2.37M	58.59M	282.04K	+13.50%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.2%	167.9K	4.15M	-40.55K	-19.45%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	228.56K	5.65M	36.81K	+19.19%
Jun 30, 2025		0.35%	291.42K	7.2M	291.42K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	148.1K	3.66M	10.42K	+7.57%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	163.64K	4.04M	139.98K	+591.57%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.36%	296.48K	7.33M	31.05K	+11.70%
Jun 30, 2025	SEMUS WEALTH PARTNERS LLC	0.14%	119.34K	2.95M	3.98K	+3.45%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.16%	130.49K	3.22M	6.92K	+5.60%
Jun 30, 2025	G&S CAPITAL LLC	0.16%	132.22K	3.27M	1.53K	+1.17%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.16%	134.01K	3.31M	3.25K	+2.48%
Jun 30, 2025	RFG ADVISORY, LLC	0.16%	134.63K	3.33M	42.65K	+46.37%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.23%	187.43K	4.63M	-1.15M	-85.94%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.2%	166.85K	4.12M	4.42K	+2.72%
Jun 30, 2025	ERGAWEALTH ADVISORS, INC.	0.23%	191.91K	4.74M	-63.98K	-25.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	282.4K	6.98M	2.16K	+0.77%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.16%	135.22K	3.33M	116.66K	+628.45%
Jun 30, 2025	PROSTATIS GROUP LLC	0.19%	161.22K	3.98M	16.33K	+11.27%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.37%	305.34K	7.55M	299.96K	+5,571.29%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	315.47K	7.8M	-4.03K	-1.26%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.61%	508.46K	12.56M	508.46K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.22%	179.32K	4.43M	-2.47K	-1.36%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.71%	591.62K	14.81M	37.74K	+6.81%
Jun 30, 2025	MARINER, LLC	0.38%	310.75K	7.68M	67.56K	+27.78%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.87%	718.06K	17.74M	17.86K	+2.55%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.93%	772.48K	19.09M	40.77K	+5.57%
Jun 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.17%	140.89K	3.48M	10.77K	+8.27%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	142.3K	3.52M	-14.09K	-9.01%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.17%	144.68K	3.57M	22.65K	+18.56%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	147.12K	3.64M	18.4K	+14.30%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	189.27K	4.68M	22.36K	+13.40%
Jun 30, 2025	ECHO WEALTH MANAGEMENT, LLC	0.4%	334.81K	8.27M	-675	-0.20%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.68%	564.61K	13.95M	547.57K	+3,213.42%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.68%	564.82K	13.96M	52.82K	+10.32%
Jun 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.77%	634.19K	15.67M	13.76K	+2.22%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.78%	645.04K	15.94M	175.44K	+37.36%
Jun 30, 2025	COLONY GROUP, LLC	1.04%	857.83K	21.2M	857.83K	+100.00%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	1.09%	903.01K	22.31M	370.85K	+69.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.2%	1.83M	45.14M	126.74K	+7.46%
Jun 30, 2025	ROYAL BANK OF CANADA	2.23%	1.85M	45.69M	176.32K	+10.54%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.13%	2.59M	63.98M	407.66K	+18.69%
Jun 30, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.57%	476.31K	11.77M	-192.29K	-28.76%
Jun 30, 2025	CLARUS GROUP, INC.	0.52%	433.01K	10.7M	433.01K	+100.00%
Jun 30, 2025	ARGENT ADVISORS, INC.	0.47%	386.7K	9.56M	-11.32K	-2.84%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.42%	344.82K	8.52M	81.13K	+30.77%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.38%	318.23K	7.86M	24.02K	+8.16%
Jun 30, 2025	LPL FINANCIAL LLC	9.42%	7.81M	192.86M	915.74K	+13.29%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.65%	534.91K	13.22M	47.32K	+9.70%
Jun 30, 2025	COOPER CAPITAL ADVISORS LLC	0.35%	291.42K	7.2M	291.42K	+100.00%
Jun 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.65%	541K	13.37M	72.07K	+15.37%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	575.75K	14.23M	72.02K	+14.30%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.82%	683.3K	16.89M	102.62K	+17.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	280.24K	6.65M	2.38K	+0.86%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.28%	924.71K	21.93M	117.77K	+14.59%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.9%	2.09M	49.55M	492.57K	+30.85%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	1.02%	731.71K	17.36M	104.1K	+16.59%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.97%	700.2K	16.61M	9.66K	+1.40%
Mar 31, 2025	LPL FINANCIAL LLC	9.56%	6.89M	163.41M	912.54K	+15.27%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	469.6K	11.14M	-107.24K	-18.59%
Mar 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.65%	468.94K	11.12M	468.94K	+100.00%
Mar 31, 2025	ARGENT ADVISORS, INC.	0.55%	398.02K	9.44M	134.15K	+50.84%
Mar 31, 2025	ROYAL BANK OF CANADA	2.32%	1.67M	39.68M	487.63K	+41.15%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.93%	671.58K	15.93M	21.35K	+3.28%
Mar 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.93%	668.6K	15.86M	286.13K	+74.81%
Mar 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.86%	620.43K	14.72M	-114.23K	-15.55%
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.48%	347.95K	8.25M	30.52K	+9.61%
Mar 31, 2025	ECHO WEALTH MANAGEMENT, LLC	0.47%	335.48K	7.96M	-63.14K	-15.84%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	208.45K	4.94M	13.54K	+6.95%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	201.73K	4.74M	48.66K	+31.79%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.27%	191.76K	4.55M	55.15K	+40.37%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.23%	162.43K	3.85M	162.43K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.04%	1.47M	34.93M	13.2K	+0.90%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	156.39K	3.71M	13.37K	+9.34%
Mar 31, 2025	PROSTATIS GROUP LLC	0.2%	144.9K	3.44M	5.45K	+3.91%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	137.67K	3.27M	63.53K	+85.69%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.18%	130.76K	3.1M	15.28K	+13.23%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.36%	1.7M	40.33M	59.71K	+3.64%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.63%	1.17M	27.8M	60.79K	+5.47%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.37%	265.44K	6.3M	88.01K	+49.60%
Mar 31, 2025	G&S CAPITAL LLC	0.18%	130.69K	3.1M	9.13K	+7.51%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.18%	130.12K	3.09M	27.95K	+27.36%
Mar 31, 2025	SPECTRUM WEALTH COUNSEL, LLC	1.47%	1.06M	25.18M	11.05K	+1.05%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.77%	553.88K	13.14M	48.29K	+9.55%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	128.72K	3.05M	79.94K	+163.90%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.73%	524.75K	12.45M	-513.2K	-49.44%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.71%	512K	12.14M	48.44K	+10.45%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.7%	503.74K	11.95M	-27.34K	-5.15%
Mar 31, 2025		0.68%	487.59K	11.57M	487.59K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.44%	319.49K	7.58M	24.8K	+8.41%
Mar 31, 2025	ERGAWEALTH ADVISORS, INC.	0.36%	255.89K	6.07M	32.9K	+14.76%
Mar 31, 2025	MARINER, LLC	0.34%	243.2K	5.77M	22.79K	+10.34%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.37%	263.69K	6.2M	31.73K	+13.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.03%	2.18M	51.75M	561.93K	+34.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.3%	1.66M	39.28M	-13.54K	-0.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.89%	1.36M	32.31M	190.32K	+16.24%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.85%	1.33M	31.63M	-45.56K	-3.30%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	580.68K	13.78M	137.47K	+31.02%
Mar 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.74%	532.15K	12.62M	504.04K	+1,792.51%
Mar 31, 2025	MIDWEST FINANCIAL GROUP LLC	0.32%	231.52K	5.49M	-42.47K	-15.50%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	181.79K	4.31M	-15.61K	-7.91%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	166.91K	3.96M	-6.1K	-3.53%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.41%	294.21K	6.98M	54.12K	+22.54%

Frequently Asked Questions

Stock Outstanding Shares

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

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.22%	234.84K	6.9M	40.07K	+20.58%
Jun 30, 2026	IFP ADVISORS, INC	0.22%	239.48K	7.04M	54.14K	+29.21%
Jun 30, 2026	OXFORD WEALTH GROUP, LLC	0.23%	248.18K	7.3M	38.2K	+18.19%
Jun 30, 2026	RFG ADVISORY, LLC	0.24%	257.16K	7.56M	31.36K	+13.89%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.33%	2.79M	81.92M	338.44K	+13.82%
Jun 30, 2026	LPL FINANCIAL LLC	10.7%	12.8M	376.38M	1.46M	+12.92%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.24%	292.48K	8.6M	-46.43K	-13.70%
Jun 30, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.25%	293.32K	8.62M	-67.33K	-18.67%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.3%	362.3K	10.65M	16.87K	+4.88%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.3%	363.38K	10.68M	-11.5K	-3.07%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.31%	366.39K	10.77M	108.9K	+42.29%
Jun 30, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.34%	406.87K	11.96M	11.02K	+2.78%
Jun 30, 2026	COOPER CAPITAL ADVISORS LLC	0.41%	486.69K	14.31M	18.84K	+4.03%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.23%	279.97K	8.23M	57.23K	+25.70%
Jun 30, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.24%	284.51K	8.36M	-100.34K	-26.07%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.24%	289.62K	8.51M	7.94K	+2.82%
Jun 30, 2026	COLONY GROUP, LLC	0.46%	546.37K	16.06M	-110.48K	-16.82%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.48%	579.46K	17.04M	-35.69K	-5.80%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.25%	294.97K	8.5M	97.51K	+49.38%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.26%	316.4K	9.3M	-57	-0.02%
Jun 30, 2026	ECHO WEALTH MANAGEMENT, LLC	0.28%	330.88K	9.73M	23.71K	+7.72%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	604.22K	17.76M	82.2K	+15.75%
Jun 30, 2026	SECOND HALF FINANCIAL PARTNERS, LLC	0.52%	628.12K	18.47M	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.57%	616.8K	18.13M	37.21K	+6.42%
Jun 30, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.57%	686.1K	20.17M	14.33K	+2.13%
Jun 30, 2026	PARK NATIONAL CORP /OH/	0.59%	711.23K	20.91M	30.7K	+4.51%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.42%	506.64K	14.9M	1.41K	+0.28%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.65%	781.66K	22.98M	115.48K	+17.33%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	851.6K	25.04M	-2.44K	-0.29%
Jun 30, 2026	ARGENT ADVISORS, INC.	0.37%	441.03K	12.97M	-4.13K	-0.93%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	2.49M	73.13M	305.61K	+14.01%
Jun 30, 2026	ROYAL BANK OF CANADA	2.18%	2.61M	76.64M	128.26K	+5.17%
Jun 30, 2026	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.29%	349.71K	10.28M	3.29K	+0.95%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.3%	360.18K	10.59M	95.47K	+36.07%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.35%	423.81K	12.46M	-198.18K	-31.86%
Jun 30, 2026	CLARUS GROUP, INC.	0.36%	425.64K	12.51M	-6.24K	-1.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.37%	437.35K	12.86M	97.68K	+28.76%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.43%	514.3K	15.12M	28.91K	+5.96%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	517.8K	15.05M	74.23K	+16.74%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.6%	713.83K	20.99M	-15.26K	-2.09%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.6%	714.32K	21.01M	35.49K	+5.23%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.15%	3.77M	110.76M	209.21K	+5.88%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.41%	4.08M	120.1M	323.6K	+8.60%
Jun 30, 2026	PINNACLE ASSOCIATES LTD	0.71%	852.75K	25.07M	10.62K	+1.26%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	341.9K	10.05M	32.56K	+10.53%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.46%	545.36K	16.03M	4.08K	+0.75%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.72%	858.84K	25.25M	96.24K	+12.62%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	941.3K	27.67M	29.89K	+3.28%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.81%	974.16K	28.64M	39.34K	+4.21%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.05%	1.25M	36.87M	76.19K	+6.47%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.15%	1.38M	40.5M	117.89K	+9.36%
Jun 30, 2026	AURORA PRIVATE WEALTH, INC.	0.22%	257.28K	7.56M	77.46K	+43.08%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.74%	2.08M	61.16M	64.68K	+3.21%
Jun 30, 2026	STIFEL FINANCIAL CORP	2.16%	2.58M	75.85M	124.31K	+5.06%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.2%	215.09K	6.32M	54.8K	+34.19%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.57%	680.53K	17.39M	6.72K	+1.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.12%	3.76M	96.1M	832.36K	+28.42%
Mar 31, 2026	LPL FINANCIAL LLC	9.42%	11.34M	289.66M	1.3M	+12.97%
Mar 31, 2026	ARGENT ADVISORS, INC.	0.37%	445.15K	11.37M	9.42K	+2.16%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.27%	322.64K	8.24M	167.79K	+108.36%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	443.57K	11.42M	-195.74K	-30.62%
Mar 31, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.33%	395.85K	10.11M	25.56K	+6.90%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.04%	2.46M	62.74M	195.37K	+8.64%
Mar 31, 2026	ROYAL BANK OF CANADA	2.06%	2.48M	63.33M	296.59K	+13.59%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.43%	522.02K	13.34M	392.59K	+303.33%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.45%	541.28K	14.72M	44.64K	+8.99%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.27%	327.23K	8.36M	171.51K	+110.14%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	338.91K	8.67M	15.78K	+4.88%
Mar 31, 2026	MARINER, LLC	0.28%	339.19K	8.67M	8K	+2.42%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.28%	339.67K	8.68M	11.84K	+3.61%
Mar 31, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.3%	360.66K	9.21M	-277.93K	-43.52%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.31%	374.88K	9.58M	354.32K	+1,722.74%
Mar 31, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.32%	384.85K	9.83M	-78.12K	-16.87%
Mar 31, 2026	CLARUS GROUP, INC.	0.36%	431.88K	11.03M	-1.67K	-0.39%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.48%	579.59K	14.81M	216.3K	+59.54%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.51%	615.15K	15.72M	362.52K	+143.50%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.52%	621.99K	15.89M	9.75K	+1.59%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.56%	678.83K	17.35M	119.75K	+21.42%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.61%	729.09K	18.63M	55.96K	+8.31%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.63%	762.6K	19.48M	33.5K	+4.60%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.7%	842.13K	21.52M	6.18K	+0.74%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	854.05K	21.82M	-64.27K	-7.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	911.41K	23.29M	-104.11K	-10.25%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.98%	1.18M	30.09M	177.29K	+17.72%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.05%	1.26M	32.19M	249.37K	+24.68%
Mar 31, 2026	COOPER CAPITAL ADVISORS LLC	0.39%	467.85K	11.95M	139.84K	+42.64%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.4%	485.39K	12.4M	54.42K	+12.63%
Mar 31, 2026	CWM, LLC	0.41%	497.7K	12.72M	218.41K	+78.20%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.42%	505.23K	12.91M	9.48K	+1.91%
Mar 31, 2026	COLONY GROUP, LLC	0.55%	656.86K	16.78M	-40.52K	-5.81%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.55%	666.18K	17.02M	37.52K	+5.97%
Mar 31, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.56%	671.77K	17.16M	25.96K	+4.02%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.78%	934.81K	23.88M	306.37K	+48.75%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.95%	1.15M	29.3M	1.15M	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.03%	2.45M	62.55M	326.38K	+15.38%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	186.34K	4.76M	4.02K	+2.20%
Mar 31, 2026	IFP ADVISORS, INC	0.18%	185.34K	4.74M	52.39K	+39.40%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.19%	194.77K	4.98M	14.87K	+8.27%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.19%	197.47K	5.05M	11.8K	+6.36%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.2%	203.01K	5.19M	11.73K	+6.13%
Mar 31, 2026	OXFORD WEALTH GROUP, LLC	0.2%	209.99K	5.37M	-31.02K	-12.87%
Mar 31, 2026	RFG ADVISORY, LLC	0.22%	225.8K	5.77M	36.95K	+19.57%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	257.49K	6.58M	17.49K	+7.29%
Mar 31, 2026	SECOND HALF FINANCIAL PARTNERS, LLC	0.52%	628.12K	16.05M	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.67%	2.02M	51.5M	41.34K	+2.09%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.81%	2.18M	55.75M	87.57K	+4.18%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.96%	3.56M	90.91M	-203.02K	-5.40%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.26%	264.71K	6.82M	108.17K	+69.10%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.23%	281.69K	7.2M	10.94K	+4.04%
Mar 31, 2026	ECHO WEALTH MANAGEMENT, LLC	0.26%	307.17K	7.85M	-28.04K	-8.36%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	309.33K	7.9M	84.61K	+37.65%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.26%	316.46K	8.09M	1.32K	+0.42%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	345.43K	8.83M	30.99K	+9.85%
Mar 31, 2026	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.29%	346.41K	8.85M	4.21K	+1.23%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.19%	186.12K	4.88M	186.12K	+100.00%
Dec 31, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.17%	168.7K	4.43M	734	+0.44%
Dec 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.17%	162.91K	4.27M	20.33K	+14.26%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.16%	156.54K	4.11M	87.67K	+127.28%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.32%	323.14K	8.48M	128.83K	+66.30%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.26%	270.75K	7.1M	-19.14K	-6.60%
Dec 31, 2025	ARGENT ADVISORS, INC.	0.43%	435.73K	11.43M	29.31K	+7.21%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	190.34K	4.99M	4.31K	+2.32%
Dec 31, 2025	COOPER CAPITAL ADVISORS LLC	0.32%	328K	8.61M	16.3K	+5.23%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.7%	673.82K	17.68M	-20.08K	-2.89%
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.38%	370.29K	9.72M	4.02K	+1.10%
Dec 31, 2025	CWM, LLC	0.27%	279.29K	7.33M	217.26K	+350.29%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	224.73K	5.9M	23.27K	+11.55%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.35%	342.21K	8.98M	19.91K	+6.18%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.67%	3.76M	98.69M	757.53K	+25.22%
Dec 31, 2025	ROYAL BANK OF CANADA	2.11%	2.18M	57.26M	215.94K	+10.98%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.05%	2.12M	55.67M	24.11K	+1.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.02%	2.09M	54.95M	613.27K	+41.41%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.7%	673.13K	17.66M	27.13K	+4.20%
Dec 31, 2025	COLONY GROUP, LLC	0.68%	697.38K	18.3M	-159.04K	-18.57%
Dec 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.67%	645.82K	16.95M	50.48K	+8.48%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	639.3K	17.44M	20.15K	+3.25%
Dec 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.66%	638.59K	16.76M	10.83K	+1.73%
Dec 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.65%	628.12K	16.48M	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.63%	612.24K	16.07M	21.37K	+3.62%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	628.66K	16.5M	39.72K	+6.74%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.61%	628.44K	16.49M	36.45K	+6.16%
Dec 31, 2025	CLARUS GROUP, INC.	0.45%	433.55K	11.38M	-10.83K	-2.44%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	363.3K	9.53M	-157.44K	-30.23%
Dec 31, 2025	ECHO WEALTH MANAGEMENT, LLC	0.35%	335.21K	8.8M	-5.11K	-1.50%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.34%	327.83K	8.6M	34.53K	+11.77%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.26%	252.62K	6.63M	75.67K	+42.77%
Dec 31, 2025	OXFORD WEALTH GROUP, LLC	0.24%	241K	6.32M	241K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	240K	6.3M	57.4K	+31.43%
Dec 31, 2025	RFG ADVISORY, LLC	0.2%	188.85K	4.96M	15.07K	+8.67%
Dec 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.19%	178.81K	4.69M	178.81K	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	191.29K	5.02M	191.29K	+100.00%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	0.18%	185.67K	4.87M	3.93K	+2.16%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.18%	183.46K	4.81M	-4.15K	-2.21%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	182.32K	4.78M	4.52K	+2.54%
Dec 31, 2025	LPL FINANCIAL LLC	9.8%	10.04M	263.34M	762.03K	+8.22%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.83%	2.93M	76.86M	291.56K	+11.06%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.2%	2.26M	59.31M	41.09K	+1.85%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	1.97M	51.81M	34.53K	+1.78%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	1.02M	26.65M	106.76K	+11.75%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.16%	155.72K	4.09M	4.57K	+3.03%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.16%	152.1K	3.99M	-3.18K	-2.05%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.98%	1M	26.25M	37.78K	+3.92%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.97%	1.01M	26.51M	203.44K	+25.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	918.31K	24.1M	-4.78K	-0.52%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.87%	835.96K	21.94M	36.3K	+4.54%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.71%	729.09K	19.13M	729.09K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.55%	559.08K	14.67M	-194.01K	-25.76%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.51%	495.75K	13.01M	4.57K	+0.93%
Dec 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.48%	462.98K	12.15M	-21.35K	-4.41%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.48%	496.65K	13.03M	-65.17K	-11.60%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.45%	430.97K	11.41M	30.95K	+7.74%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.33%	314.45K	8.25M	58.48K	+22.84%
Dec 31, 2025	MARINER, LLC	0.32%	331.19K	8.69M	8.97K	+2.78%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.3%	315.13K	8.27M	62.59K	+24.78%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.35%	322.29K	8.33M	4.06K	+1.28%
Sep 30, 2025	MIDWEST FINANCIAL GROUP LLC	0.12%	110.16K	2.85M	1.57K	+1.44%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	119.31K	3.08M	-68.12K	-36.34%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	121.41K	3.14M	15.74K	+14.89%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.98%	908.76K	23.49M	221.34K	+32.20%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1%	923.09K	23.86M	309.85K	+50.53%
Sep 30, 2025	COLONY GROUP, LLC	0.92%	856.41K	22.14M	-1.41K	-0.16%
Sep 30, 2025	ERGAWEALTH ADVISORS, INC.	0.13%	123.34K	3.19M	-68.57K	-35.73%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.26%	2.1M	54.22M	576.06K	+37.86%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.39%	2.22M	57.37M	76.22K	+3.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.24%	3M	77.64M	414.23K	+16.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.2%	187.61K	4.85M	187.61K	+100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	194.31K	5.03M	167.79K	+632.64%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.18%	169.38K	4.38M	2.53K	+1.51%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.31%	289.89K	7.49M	-15.46K	-5.06%
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.39%	366.28K	9.45M	20.28K	+5.86%
Sep 30, 2025	ROYAL BANK OF CANADA	2.12%	1.97M	50.83M	117.09K	+6.33%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.14%	128.04K	3.31M	-843	-0.65%
Sep 30, 2025	ATLAS WEALTH LLC	0.14%	128.33K	3.32M	15.02K	+13.26%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.14%	128.58K	3.32M	22.42K	+21.12%
Sep 30, 2025	G&S CAPITAL LLC	0.15%	136.41K	3.53M	4.2K	+3.17%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	136.61K	3.53M	-52.66K	-27.82%
Sep 30, 2025	SEMUS WEALTH PARTNERS LLC	0.15%	139.19K	3.6M	19.86K	+16.64%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	141.25K	3.65M	23.23K	+19.69%
Sep 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.18%	167.97K	4.25M	167.97K	+100.00%
Sep 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.15%	142.58K	3.69M	12.09K	+9.26%
Sep 30, 2025	PROSTATIS GROUP LLC	0.16%	148.87K	3.85M	-12.36K	-7.66%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.16%	151.14K	3.91M	6.47K	+4.47%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.84%	2.64M	68.18M	266.34K	+11.23%
Sep 30, 2025	LPL FINANCIAL LLC	10%	9.27M	239.72M	1.47M	+18.82%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	255.97K	6.62M	27.41K	+11.99%
Sep 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.68%	628.12K	16.24M	-6.07K	-0.96%
Sep 30, 2025	RFG ADVISORY, LLC	0.19%	173.78K	4.49M	39.16K	+29.09%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.2%	182.13K	4.71M	117.16K	+180.34%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	182.6K	4.72M	40.3K	+28.32%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.2%	186.02K	4.81M	18.13K	+10.80%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	201.46K	5.21M	54.35K	+36.94%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.27%	252.55K	6.53M	118.54K	+88.45%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	293.29K	7.58M	10.89K	+3.86%
Sep 30, 2025	COOPER CAPITAL ADVISORS LLC	0.34%	311.7K	8.06M	20.28K	+6.96%
Sep 30, 2025	ARGENT ADVISORS, INC.	0.44%	406.42K	10.51M	19.72K	+5.10%
Sep 30, 2025	CLARUS GROUP, INC.	0.48%	444.38K	11.49M	11.37K	+2.63%
Sep 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.52%	484.33K	12.52M	-418.68K	-46.37%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	619.16K	16M	27.54K	+4.65%
Sep 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.64%	595.34K	15.39M	54.33K	+10.04%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.64%	591.99K	15.3M	27.17K	+4.81%
Sep 30, 2025	ECHO WEALTH MANAGEMENT, LLC	0.37%	340.32K	8.8M	5.51K	+1.65%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.7%	646K	16.7M	646K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.04%	962.7K	24.89M	-57.48K	-5.63%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.61%	561.82K	14.52M	26.91K	+5.03%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.87%	806.92K	20.86M	161.87K	+25.10%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.75%	693.9K	17.94M	-24.17K	-3.37%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.64%	590.87K	15.27M	26.26K	+4.65%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.56%	520.74K	13.46M	205.27K	+65.07%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.53%	491.18K	12.7M	-17.28K	-3.40%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.43%	400.02K	10.34M	55.2K	+16.01%
Sep 30, 2025	MARINER, LLC	0.35%	322.22K	8.33M	11.47K	+3.69%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.63%	588.94K	15.22M	13.19K	+2.29%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	753.09K	19.47M	69.78K	+10.21%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.86%	799.66K	20.67M	27.18K	+3.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.6%	1.48M	37.95M	274.43K	+22.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.09%	1.94M	50.15M	113.07K	+6.19%
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	0.2%	181.73K	4.7M	71.79K	+65.29%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	177.8K	4.6M	29.7K	+20.06%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.19%	176.95K	4.57M	13.31K	+8.13%
Sep 30, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.68%	627.75K	16.23M	151.44K	+31.79%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	613.24K	15.15M	-1.04M	-62.97%
Jun 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.42%	345.99K	8.55M	-1.96K	-0.56%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.83%	685.75K	16.94M	161K	+30.68%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.83%	687.43K	16.99M	15.85K	+2.36%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.23%	1.02M	25.21M	95.47K	+10.32%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.46%	1.21M	29.81M	34.49K	+2.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.84%	1.52M	37.6M	159.28K	+11.69%
Jun 30, 2025	STIFEL FINANCIAL CORP	2.59%	2.14M	52.95M	670.35K	+45.52%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.86%	2.37M	58.59M	282.04K	+13.50%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.2%	167.9K	4.15M	-40.55K	-19.45%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	228.56K	5.65M	36.81K	+19.19%
Jun 30, 2025		0.35%	291.42K	7.2M	291.42K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	148.1K	3.66M	10.42K	+7.57%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	163.64K	4.04M	139.98K	+591.57%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.36%	296.48K	7.33M	31.05K	+11.70%
Jun 30, 2025	SEMUS WEALTH PARTNERS LLC	0.14%	119.34K	2.95M	3.98K	+3.45%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.16%	130.49K	3.22M	6.92K	+5.60%
Jun 30, 2025	G&S CAPITAL LLC	0.16%	132.22K	3.27M	1.53K	+1.17%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.16%	134.01K	3.31M	3.25K	+2.48%
Jun 30, 2025	RFG ADVISORY, LLC	0.16%	134.63K	3.33M	42.65K	+46.37%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.23%	187.43K	4.63M	-1.15M	-85.94%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.2%	166.85K	4.12M	4.42K	+2.72%
Jun 30, 2025	ERGAWEALTH ADVISORS, INC.	0.23%	191.91K	4.74M	-63.98K	-25.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	282.4K	6.98M	2.16K	+0.77%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.16%	135.22K	3.33M	116.66K	+628.45%
Jun 30, 2025	PROSTATIS GROUP LLC	0.19%	161.22K	3.98M	16.33K	+11.27%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.37%	305.34K	7.55M	299.96K	+5,571.29%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	315.47K	7.8M	-4.03K	-1.26%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.61%	508.46K	12.56M	508.46K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.22%	179.32K	4.43M	-2.47K	-1.36%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.71%	591.62K	14.81M	37.74K	+6.81%
Jun 30, 2025	MARINER, LLC	0.38%	310.75K	7.68M	67.56K	+27.78%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.87%	718.06K	17.74M	17.86K	+2.55%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.93%	772.48K	19.09M	40.77K	+5.57%
Jun 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.17%	140.89K	3.48M	10.77K	+8.27%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	142.3K	3.52M	-14.09K	-9.01%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.17%	144.68K	3.57M	22.65K	+18.56%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	147.12K	3.64M	18.4K	+14.30%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	189.27K	4.68M	22.36K	+13.40%
Jun 30, 2025	ECHO WEALTH MANAGEMENT, LLC	0.4%	334.81K	8.27M	-675	-0.20%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.68%	564.61K	13.95M	547.57K	+3,213.42%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.68%	564.82K	13.96M	52.82K	+10.32%
Jun 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.77%	634.19K	15.67M	13.76K	+2.22%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.78%	645.04K	15.94M	175.44K	+37.36%
Jun 30, 2025	COLONY GROUP, LLC	1.04%	857.83K	21.2M	857.83K	+100.00%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	1.09%	903.01K	22.31M	370.85K	+69.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.2%	1.83M	45.14M	126.74K	+7.46%
Jun 30, 2025	ROYAL BANK OF CANADA	2.23%	1.85M	45.69M	176.32K	+10.54%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.13%	2.59M	63.98M	407.66K	+18.69%
Jun 30, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.57%	476.31K	11.77M	-192.29K	-28.76%
Jun 30, 2025	CLARUS GROUP, INC.	0.52%	433.01K	10.7M	433.01K	+100.00%
Jun 30, 2025	ARGENT ADVISORS, INC.	0.47%	386.7K	9.56M	-11.32K	-2.84%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.42%	344.82K	8.52M	81.13K	+30.77%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.38%	318.23K	7.86M	24.02K	+8.16%
Jun 30, 2025	LPL FINANCIAL LLC	9.42%	7.81M	192.86M	915.74K	+13.29%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.65%	534.91K	13.22M	47.32K	+9.70%
Jun 30, 2025	COOPER CAPITAL ADVISORS LLC	0.35%	291.42K	7.2M	291.42K	+100.00%
Jun 30, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.65%	541K	13.37M	72.07K	+15.37%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	575.75K	14.23M	72.02K	+14.30%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.82%	683.3K	16.89M	102.62K	+17.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	280.24K	6.65M	2.38K	+0.86%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.28%	924.71K	21.93M	117.77K	+14.59%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.9%	2.09M	49.55M	492.57K	+30.85%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	1.02%	731.71K	17.36M	104.1K	+16.59%
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.97%	700.2K	16.61M	9.66K	+1.40%
Mar 31, 2025	LPL FINANCIAL LLC	9.56%	6.89M	163.41M	912.54K	+15.27%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	469.6K	11.14M	-107.24K	-18.59%
Mar 31, 2025	ADAMSBROWN WEALTH CONSULTANTS LLC	0.65%	468.94K	11.12M	468.94K	+100.00%
Mar 31, 2025	ARGENT ADVISORS, INC.	0.55%	398.02K	9.44M	134.15K	+50.84%
Mar 31, 2025	ROYAL BANK OF CANADA	2.32%	1.67M	39.68M	487.63K	+41.15%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.93%	671.58K	15.93M	21.35K	+3.28%
Mar 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.93%	668.6K	15.86M	286.13K	+74.81%
Mar 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.86%	620.43K	14.72M	-114.23K	-15.55%
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.48%	347.95K	8.25M	30.52K	+9.61%
Mar 31, 2025	ECHO WEALTH MANAGEMENT, LLC	0.47%	335.48K	7.96M	-63.14K	-15.84%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	208.45K	4.94M	13.54K	+6.95%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.28%	201.73K	4.74M	48.66K	+31.79%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.27%	191.76K	4.55M	55.15K	+40.37%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.23%	162.43K	3.85M	162.43K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.04%	1.47M	34.93M	13.2K	+0.90%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	156.39K	3.71M	13.37K	+9.34%
Mar 31, 2025	PROSTATIS GROUP LLC	0.2%	144.9K	3.44M	5.45K	+3.91%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	137.67K	3.27M	63.53K	+85.69%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.18%	130.76K	3.1M	15.28K	+13.23%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.36%	1.7M	40.33M	59.71K	+3.64%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.63%	1.17M	27.8M	60.79K	+5.47%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.37%	265.44K	6.3M	88.01K	+49.60%
Mar 31, 2025	G&S CAPITAL LLC	0.18%	130.69K	3.1M	9.13K	+7.51%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.18%	130.12K	3.09M	27.95K	+27.36%
Mar 31, 2025	SPECTRUM WEALTH COUNSEL, LLC	1.47%	1.06M	25.18M	11.05K	+1.05%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.77%	553.88K	13.14M	48.29K	+9.55%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	128.72K	3.05M	79.94K	+163.90%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.73%	524.75K	12.45M	-513.2K	-49.44%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.71%	512K	12.14M	48.44K	+10.45%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.7%	503.74K	11.95M	-27.34K	-5.15%
Mar 31, 2025		0.68%	487.59K	11.57M	487.59K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.44%	319.49K	7.58M	24.8K	+8.41%
Mar 31, 2025	ERGAWEALTH ADVISORS, INC.	0.36%	255.89K	6.07M	32.9K	+14.76%
Mar 31, 2025	MARINER, LLC	0.34%	243.2K	5.77M	22.79K	+10.34%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.37%	263.69K	6.2M	31.73K	+13.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.03%	2.18M	51.75M	561.93K	+34.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.3%	1.66M	39.28M	-13.54K	-0.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.89%	1.36M	32.31M	190.32K	+16.24%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.85%	1.33M	31.63M	-45.56K	-3.30%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.81%	580.68K	13.78M	137.47K	+31.02%
Mar 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.74%	532.15K	12.62M	504.04K	+1,792.51%
Mar 31, 2025	MIDWEST FINANCIAL GROUP LLC	0.32%	231.52K	5.49M	-42.47K	-15.50%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	181.79K	4.31M	-15.61K	-7.91%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	166.91K	3.96M	-6.1K	-3.53%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC	0.41%	294.21K	6.98M	54.12K	+22.54%

RDVI Stock Ownership Breakdown

FT Vest Rising Dividend Achievers Target Income ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions