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

Who are the major shareholders selling First Trust Structured Credit Income Opportunities ETF stock?

SIGMA PLANNING CORP, in the last quarter, reduced its stake in SCIO by -4.85% restricting it's holding to 39.81 thousand shares of worth nearly $822.95K. RFG ADVISORY, LLC also lessened -34.38% of the SCIO shares from its portfolio, reducing its holding to 43.32 thousand shares of worth $895.37K. WINEBRENNER CAPITAL MANAGEMENT LLC also shunned SCIO shares holding by -9.61% last quarter which brought its holding to 49.18 thousand shares worth $1.02M.

Investors who are buying SCIO stock?

As per its latest 13F filing, KESTRA ADVISORY SERVICES, LLC increased its stake in SCIO by 1.29% in the last quarter. The institutional holder raised its holding to 575.53 thousand shares having worth more than $11.90M. CAPITAL INVESTMENT COUNSEL, LLC also added 44.48% more shares of SCIO to its portfolio, raising its holding to 657.75 thousand shares of worth $13.60M. FIRST TRUST ADVISORS LP also increased its SCIO shares holding by 165.34% which brought its holding to 668.22 thousand shares worth $13.81M.

SCIO's major insiders: who are they?

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

Did an insider recently sell SCIO stock?

Company executives, directors, and other insiders own N/A percent of First Trust Structured Credit Income Opportunities ETF's stock. Within the last six months, there have been 0 transaction(s) in which SCIO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SCIO stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Structured Credit Income Opportunities ETF insiders have bought stock, totalling 0 shares

How much of SCIO does insiders own?

Around 0 First Trust Structured Credit Income Opportunities ETF shares are held by insiders, which represents about N/A of SCIO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SCIO?

KESTRA ADVISORY SERVICES, LLC is the largest institutional owner in SCIO which holds 575.53 thousand shares worth $11.90M or 2.26% of the total SCIO shares outstanding followed by CAPITAL INVESTMENT COUNSEL, LLC with ownership of 657.75 thousand shares representing 2.58% of the SCIO ownership. FIRST TRUST ADVISORS LP is the third largest stakeholder with 668.22 thousand shares or 2.62% of the ownership worth more than $13.81M.

Is First Trust Structured Credit Income Opportunities 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 SCIO is concerned, it is a stock which is not optionable.

Is there a short position on SCIO's shares?

Number of SCIO 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 SCIO shares are there?

As of today, null shares of SCIO are outstanding.

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

SCIO 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 SCIO is null.

First Trust Structured Credit Income Opportunities ETF (SCIO) 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. KESTRA ADVISORY SERVICES, LLC is the top corporate investor, holding 575.53K shares valued at $11.90M. A 2.26% stake in First Trust Structured Credit Income Opportunities ETF is owned by the company. CAPITAL INVESTMENT COUNSEL, LLC owns 657.75K shares valued at $13.60M, which translates its holding of 2.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	2.26%	575.53K	11.9M	7.34K	+1.29%
Jun 30, 2026	CAPITAL INVESTMENT COUNSEL, LLC	2.58%	657.75K	13.6M	202.51K	+44.48%
Jun 30, 2026	FIRST TRUST ADVISORS LP	2.62%	668.22K	13.81M	416.38K	+165.34%
Jun 30, 2026	FERGUSON SHAPIRO LLC	3.81%	972.15K	20.09M	134.28K	+16.03%
Jun 30, 2026	LPL FINANCIAL LLC	8.4%	2.14M	44.3M	1.22M	+131.63%
Jun 30, 2026	MORGAN STANLEY	8.72%	2.22M	45.94M	980.05K	+78.87%
Jun 30, 2026	STRATEGIC PLANNING GROUP, LLC	11.25%	2.87M	59.32M	481.15K	+20.14%
Jun 30, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.27%	68.68K	1.42M	1.32K	+1.96%
Jun 30, 2026	JANE STREET GROUP, LLC	0.37%	94.14K	1.95M	23.51K	+33.28%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.44%	110.95K	2.29M	51.41K	+86.34%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.46%	117.55K	2.43M	23.08K	+24.43%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.46%	118.3K	2.45M	721	+0.61%
Jun 30, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.46%	118.43K	2.45M	118.43K	+100.00%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.47%	119.67K	2.47M	28.6K	+31.40%
Jun 30, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.49%	124K	2.56M	56.84K	+84.64%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.49%	124.43K	2.57M	44.97K	+56.58%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.18%	46.22K	955.34K	46.22K	+100.00%
Jun 30, 2026	TRITON WEALTH MANAGEMENT, PLLC	0.18%	44.91K	925.6K	5.19K	+13.07%
Jun 30, 2026	SIGMA PLANNING CORP	0.16%	39.81K	822.95K	-2.03K	-4.85%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.51%	130.3K	2.68M	130.3K	+100.00%
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0.34%	9.85K	203.6K	0	0
Jun 30, 2026	EMBREE FINANCIAL GROUP	0.41%	11.66K	241.08K	48	+0.41%
Jun 30, 2026	CENTERPOINT ADVISORY GROUP	0.69%	19.72K	407.7K	5.84K	+42.04%
Jun 30, 2026	BAM WEALTH MANAGEMENT, LLC	0.75%	21.71K	448.73K	6.46K	+42.34%
Jun 30, 2026	CRUX WEALTH ADVISORS	0.55%	140.3K	2.9M	1.07K	+0.77%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.58%	146.88K	3.04M	146.88K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.61%	154.46K	3.19M	56.53K	+57.72%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.78%	197.8K	4.09M	197.8K	+100.00%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.8%	204.16K	4.22M	2.56K	+1.27%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.86%	219.18K	4.53M	93.45K	+74.33%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.9%	228.96K	4.73M	15.66K	+7.34%
Jun 30, 2026	BRENDEL FINANCIAL ADVISORS LLC	1.03%	262.64K	5.43M	829	+0.32%
Jun 30, 2026	CHANNEL WEALTH LLC	1.13%	286.99K	5.93M	215.66K	+302.30%
Jun 30, 2026	ROYAL BANK OF CANADA	2.52%	641.55K	13.26M	253.67K	+65.40%
Jun 30, 2026	RFG ADVISORY, LLC	0.17%	43.32K	895.37K	-22.7K	-34.38%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.18%	45.54K	941.3K	45.54K	+100.00%
Jun 30, 2026	ASSETMARK, INC	0.25%	64.86K	1.34M	64.86K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	66.93K	1.38M	25.27K	+60.64%
Jun 30, 2026	MAIA WEALTH LLC	0.27%	69.81K	1.44M	13.49K	+23.96%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.21%	53.75K	1.11M	1.52K	+2.90%
Jun 30, 2026	WINEBRENNER CAPITAL MANAGEMENT LLC	0.19%	49.18K	1.02M	-5.23K	-9.61%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	1.15%	293.56K	6.07M	19.79K	+7.23%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.28%	71.62K	1.48M	-26.7K	-27.16%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.31%	79.72K	1.65M	43.52K	+120.22%
Jun 30, 2026	INDEPENDENT WEALTH NETWORK INC.	0.32%	81.96K	1.69M	6.35K	+8.40%
Jun 30, 2026	PHILIP JAMES WEALTH MANGEMENT, LLC	0.35%	90.25K	1.87M	-6.8K	-7.01%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.43%	12.3K	254.24K	12.3K	+100.00%
Jun 30, 2026	DELTA INVESTMENT MANAGEMENT, LLC	1.29%	329.49K	6.81M	33.71K	+11.40%
Jun 30, 2026	UNITING WEALTH PARTNERS, LLC	2.11%	538.62K	11.13M	266.71K	+98.09%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.65%	421.97K	8.72M	56.9K	+15.59%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	91.68K	1.89M	2.44K	+2.73%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.36%	92.34K	1.91M	66.75K	+260.87%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	1.67%	427.1K	8.83M	76.17K	+21.70%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.96%	500.17K	10.34M	-13.68K	-2.66%
Jun 30, 2026	LEGACY CAPITAL WEALTH MANAGEMENT, LLC	2.08%	530.57K	10.97M	69.46K	+15.06%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.95%	27.29K	564K	13.04K	+91.55%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.95%	27.33K	564.97K	5.27K	+23.90%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.02%	29.39K	608K	7.14K	+32.07%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.26%	36.27K	749.67K	3.59K	+10.98%
Jun 30, 2026	MARIDEA WEALTH MANAGEMENT LLC	1.34%	38.45K	794.72K	1.34K	+3.62%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.36%	39.25K	811.38K	7.88K	+25.12%
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.48%	13.89K	286.6K	13.89K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	9.51%	273.78K	5.65M	199.57K	+268.96%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	2.86%	82.26K	1.7M	68.49K	+497.32%
Mar 31, 2026	JANE STREET GROUP, LLC	2.45%	70.63K	1.46M	9.06K	+14.72%
Mar 31, 2026	PROSPERITY FINANCIAL GROUP, INC.	2.33%	67.16K	1.39M	19.69K	+41.47%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	7%	201.6K	4.16M	2.07K	+1.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.77%	22.26K	459K	22.26K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.77%	22.06K	455.33K	-15.96K	-41.98%
Mar 31, 2026	MORGAN STANLEY	43.18%	1.24M	25.65M	1.24M	+100.00%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	7.41%	213.3K	4.4M	15.73K	+7.96%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	3.42%	98.32K	2.03M	98.32K	+100.00%
Mar 31, 2026	PHILIP JAMES WEALTH MANGEMENT, LLC	3.37%	97.05K	2M	-48.88K	-33.50%
Mar 31, 2026	RFG ADVISORY, LLC	2.29%	66.01K	1.36M	17.12K	+35.01%
Mar 31, 2026	SIGMA PLANNING CORP	1.45%	41.85K	863.69K	41.85K	+100.00%
Mar 31, 2026	TRITON WEALTH MANAGEMENT, PLLC	1.38%	39.72K	819.23K	2.3K	+6.15%
Mar 31, 2026	CRUX WEALTH ADVISORS	4.84%	139.23K	2.87M	8.41K	+6.43%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	4.39%	126.26K	2.61M	-703	-0.55%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.37%	125.72K	2.59M	125.72K	+100.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	4.09%	117.58K	2.43M	29.86K	+34.03%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	2.63%	75.61K	1.56M	75.61K	+100.00%
Mar 31, 2026	CHANNEL WEALTH LLC	2.48%	71.34K	1.47M	71.34K	+100.00%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	1.29%	37.11K	765.86K	16.77K	+82.47%
Mar 31, 2026	WEDBUSH SECURITIES INC	1.26%	36.2K	747K	11.95K	+49.28%
Mar 31, 2026	ROYAL BANK OF CANADA	13.48%	387.88K	8.01M	387.88K	+100.00%
Mar 31, 2026	STRATEGIC PLANNING GROUP, LLC	82.99%	2.39M	49.3M	1.6M	+202.80%
Mar 31, 2026	LPL FINANCIAL LLC	32.15%	925.26K	19.1M	901.15K	+3,738.29%
Mar 31, 2026	FERGUSON SHAPIRO LLC	29.11%	837.87K	17.29M	59.15K	+7.60%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	19.74%	568.19K	11.73M	544.69K	+2,317.82%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	17.85%	513.85K	10.61M	513.85K	+100.00%
Mar 31, 2026	LEGACY CAPITAL WEALTH MANAGEMENT, LLC	16.02%	461.11K	9.52M	142.14K	+44.56%
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, LLC	15.82%	455.24K	9.4M	343.05K	+305.76%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	12.68%	365.07K	7.54M	311.5K	+581.39%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	12.19%	350.93K	7.24M	350.93K	+100.00%
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	10.28%	295.79K	6.1M	41.51K	+16.33%
Mar 31, 2026	UNITING WEALTH PARTNERS, LLC	9.45%	271.91K	5.61M	271.91K	+100.00%
Mar 31, 2026	BRENDEL FINANCIAL ADVISORS LLC	9.1%	261.81K	5.4M	261.81K	+100.00%
Mar 31, 2026	FIRST TRUST ADVISORS LP	8.75%	251.84K	5.2M	209.66K	+497.15%
Mar 31, 2026	MGO ONE SEVEN LLC	0.56%	16.02K	330.74K	495	+3.19%
Mar 31, 2026		0.53%	15.25K	314.8K	15.25K	+100.00%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.49%	14.25K	294K	14.25K	+100.00%
Mar 31, 2026	ONEASCENT WEALTH MANAGEMENT LLC	0.47%	13.67K	282.13K	13.67K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.47%	13.42K	276.89K	13.42K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.45%	12.84K	264.91K	-856	-6.25%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	3.4%	97.93K	2.02M	47.8K	+95.35%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.28%	94.47K	1.95M	75.29K	+392.43%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	3.16%	91.07K	1.88M	26.49K	+41.02%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.1%	89.24K	1.84M	82.42K	+1,208.45%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	2.76%	79.47K	1.64M	44.23K	+125.54%
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	2.34%	67.37K	1.39M	310	+0.46%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	2.07%	59.54K	1.23M	9K	+17.80%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.09%	31.37K	647.56K	4.24K	+15.64%
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.02%	29.36K	606K	29.36K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.95%	27.21K	561.57K	27.21K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.89%	25.59K	528.16K	25.59K	+100.00%
Mar 31, 2026	MAIA WEALTH LLC	1.96%	56.31K	1.16M	56.31K	+100.00%
Mar 31, 2026	WINEBRENNER CAPITAL MANAGEMENT LLC	1.89%	54.4K	1.12M	-1.37K	-2.46%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.82%	52.24K	1.08M	39	+0.07%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.45%	41.67K	860.01K	41.67K	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.14%	32.68K	674.5K	32.68K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.76%	50.54K	1.05M	32.7K	+183.35%
Dec 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	5.07%	145.93K	3.04M	-2.65K	-1.78%
Dec 31, 2025	CRUX WEALTH ADVISORS	4.55%	130.82K	2.72M	130.82K	+100.00%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	4.41%	126.96K	2.64M	126.96K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	3.9%	112.19K	2.33M	112.19K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	3.05%	87.73K	1.82M	1.84K	+2.14%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	2.58%	74.2K	1.54M	66.34K	+843.22%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	2.33%	67.06K	1.39M	46.8K	+231.03%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	2.24%	64.58K	1.34M	64.58K	+100.00%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.07%	1.91K	39.65K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.13%	3.65K	75.92K	0	0
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.35%	10.02K	208.45K	2.78K	+38.29%
Dec 31, 2025	EMBREE FINANCIAL GROUP	0.4%	11.57K	240.62K	11.57K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.48%	13.69K	284.77K	13.69K	+100.00%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.48%	13.77K	286.46K	1.92K	+16.15%
Dec 31, 2025	MGO ONE SEVEN LLC	0.54%	15.53K	323K	15.53K	+100.00%
Dec 31, 2025	BRIDGEPORT FINANCIAL SOLUTIONS, LLC	1.14%	32.76K	681.33K	-903	-2.68%
Dec 31, 2025	CITADEL ADVISORS LLC	0.92%	26.47K	550.49K	786	+3.06%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.22%	35.23K	732.86K	35.23K	+100.00%
Dec 31, 2025	TRITON WEALTH MANAGEMENT, PLLC	1.3%	37.42K	778.82K	25.77K	+221.20%
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.32%	38.02K	790.84K	-43.73K	-53.49%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	1.56%	44.86K	933.15K	3.99K	+9.76%
Dec 31, 2025	AMERIFLEX GROUP, INC.	0.02%	516	10.73K	516	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.81%	52.2K	1.09M	52.2K	+100.00%
Dec 31, 2025		0.27%	7.85K	163.28K	2K	+34.19%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.86%	53.58K	1.11M	26.5K	+97.84%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.84%	24.25K	504K	24.25K	+100.00%
Dec 31, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	1.94%	55.78K	1.16M	500	+0.90%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	6.86%	197.56K	4.11M	97.39K	+97.23%
Dec 31, 2025	FIRST TRUST ADVISORS LP	1.47%	42.17K	877.2K	-4.46K	-9.57%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	1.65%	47.47K	987.38K	47.47K	+100.00%
Dec 31, 2025	RFG ADVISORY, LLC	1.7%	48.89K	1.02M	26.33K	+116.64%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.74%	50.13K	1.04M	37.3K	+290.85%
Dec 31, 2025	JANE STREET GROUP, LLC	2.14%	61.57K	1.28M	61.57K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.94%	27.13K	564.33K	1.67K	+6.56%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-82.94K	-100.00%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	500	10.4K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.06%	1.73K	35.88K	-391	-18.48%
Dec 31, 2025	LPL FINANCIAL LLC	0.84%	24.11K	501.41K	24.11K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	23.5K	488.8K	23.5K	+100.00%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.71%	20.34K	422.97K	20.34K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.67%	19.19K	399.05K	7.16K	+59.50%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	6.82K	141.88K	2.26K	+49.56%
Dec 31, 2025	STRATEGIC PLANNING GROUP, LLC	27.41%	788.85K	16.41M	54.96K	+7.49%
Dec 31, 2025	FERGUSON SHAPIRO LLC	27.06%	778.72K	16.2M	778.72K	+100.00%
Dec 31, 2025	LEGACY CAPITAL WEALTH MANAGEMENT, LLC	11.08%	318.97K	6.63M	318.97K	+100.00%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	8.83%	254.27K	5.29M	82.52K	+48.04%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	6.93%	199.53K	4.15M	4.62K	+2.37%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.42%	12.03K	249.64K	12.03K	+100.00%
Sep 30, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	1.92%	55.28K	1.15M	3.9K	+7.59%
Sep 30, 2025	CITADEL ADVISORS LLC	0.89%	25.68K	532.99K	25.68K	+100.00%
Sep 30, 2025	BRIDGEPORT FINANCIAL SOLUTIONS, LLC	1.17%	33.66K	698.59K	1.98K	+6.26%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	2.98%	85.89K	1.78M	85.89K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.41%	11.86K	246.09K	11.86K	+100.00%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.7%	20.26K	420.43K	20K	+7,782.10%
Sep 30, 2025	RFG ADVISORY, LLC	0.78%	22.57K	468.42K	22.57K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.94%	27.08K	562K	1.41K	+5.50%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	1.42%	40.87K	848.3K	-425	-1.03%
Sep 30, 2025	IFP ADVISORS, INC	0.07%	2.12K	43.92K	2.12K	+100.00%
Sep 30, 2025	FIRST TRUST ADVISORS LP	1.62%	46.64K	967.93K	7.55K	+19.30%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	3.48%	100.17K	2.08M	18.57K	+22.76%
Sep 30, 2025	STRATEGIC PLANNING GROUP, LLC	25.5%	733.88K	15.23M	733.88K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	4.56K	94.68K	3.34K	+272.24%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.62%	17.84K	370.21K	17.84K	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.07%	1.91K	39.56K	193	+11.27%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.27%	7.87K	163.28K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.13%	3.65K	75.76K	0	0
Sep 30, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	5.16%	148.58K	3.08M	148.58K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.88%	25.46K	528.44K	25.46K	+100.00%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.25%	7.25K	150.41K	6.74K	+1,320.98%
Sep 30, 2025	TRITON WEALTH MANAGEMENT, PLLC	0.4%	11.65K	241.74K	11.65K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.45%	12.83K	266.21K	12.83K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	2.84%	81.75K	1.7M	81.75K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	2.88%	82.94K	1.72M	72.11K	+665.84%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	5.97%	171.76K	3.56M	171.76K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	6.77%	194.91K	4.05M	194.91K	+100.00%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	500	10.38K	500	+100.00%

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