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

Who are the major shareholders selling ProShares - Short S&P500 stock?

OPPENHEIMER & CO INC, in the last quarter, reduced its stake in SH by -17.72% restricting it's holding to 37.89 thousand shares of worth nearly $1.25M. AXS INVESTMENTS LLC also lessened -14.86% of the SH shares from its portfolio, reducing its holding to 31.5 thousand shares of worth $1.04M. ARETE WEALTH ADVISORS, LLC also shunned SH shares holding by -86.47% last quarter which brought its holding to 38.71 thousand shares worth $1.28M.

Investors who are buying SH stock?

As per its latest 13F filing, B. RILEY WEALTH ADVISORS, INC. increased its stake in SH by 2.31% in the last quarter. The institutional holder raised its holding to 41.56 thousand shares having worth more than $1.38M. STRATOS WEALTH PARTNERS, LTD. also added 41.85% more shares of SH to its portfolio, raising its holding to 42.07 thousand shares of worth $1.39M. GOLDMAN SACHS GROUP INC also increased its SH shares holding by 426.93% which brought its holding to 65.87 thousand shares worth $2.17M.

SH's major insiders: who are they?

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

Did an insider recently sell SH stock?

Company executives, directors, and other insiders own N/A percent of ProShares - Short S&P500's stock. Within the last six months, there have been 0 transaction(s) in which SH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SH stock?

There have been 0 transaction(s) during the past 6-months in which ProShares - Short S&P500 insiders have bought stock, totalling 0 shares

How much of SH does insiders own?

Around 0 ProShares - Short S&P500 shares are held by insiders, which represents about N/A of SH stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SH?

OPPENHEIMER & CO INC is the largest institutional owner in SH which holds 37.89 thousand shares worth $1.25M or 0.14% of the total SH shares outstanding followed by AXS INVESTMENTS LLC with ownership of 31.5 thousand shares representing 0.11% of the SH ownership. ARETE WEALTH ADVISORS, LLC is the third largest stakeholder with 38.71 thousand shares or 0.14% of the ownership worth more than $1.28M.

Is ProShares - Short S&P500 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 SH is concerned, it is a stock which is optionable.

Is there a short position on SH's shares?

Number of SH 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 SH shares are there?

As of today, null shares of SH are outstanding.

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

SH 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 SH is null.

ProShares - Short S&P500 (SH) 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. OPPENHEIMER & CO INC is the top corporate investor, holding 37.89K shares valued at $1.25M. A 0.14% stake in ProShares - Short S&P500 is owned by the company. AXS INVESTMENTS LLC owns 31.5K shares valued at $1.04M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	OPPENHEIMER & CO INC	0.14%	37.89K	1.25M	-8.16K	-17.72%
Jun 30, 2026	AXS INVESTMENTS LLC	0.11%	31.5K	1.04M	-5.5K	-14.86%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.14%	38.71K	1.28M	-247.43K	-86.47%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.15%	41.56K	1.38M	939	+2.31%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.15%	42.07K	1.39M	12.41K	+41.85%
Jun 30, 2026	CITADEL ADVISORS LLC	0.17%	48.73K	1.61M	-39.9K	-45.02%
Jun 30, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.19%	53.34K	1.76M	-3.08K	-5.45%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.21%	57.64K	1.9M	0	0
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.24%	65.87K	2.17M	53.37K	+426.93%
Jun 30, 2026	CAPITAL WEALTH PLANNING, LLC	0.33%	93.61K	3.09M	7.72K	+8.99%
Jun 30, 2026	BALLEW ADVISORS, INC	0.13%	36.78K	1.22M	1.78K	+5.07%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	109.5K	3.62M	-426.74K	-79.58%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.83%	233.12K	7.7M	37.91K	+19.42%
Jun 30, 2026	DRW SECURITIES, LLC	1.09%	303.7K	10.03M	303.7K	+100.00%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.21%	58.62K	1.94M	-93.94K	-61.58%
Jun 30, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.22%	60.42K	2M	8.7K	+16.81%
Jun 30, 2026	J. SAFRA SARASIN HOLDING AG	0.22%	60.51K	2.3M	0	0
Jun 30, 2026	HEDGES ASSET MANAGEMENT LLC	0.23%	64.2K	2.12M	64.2K	+100.00%
Jun 30, 2026	VERITY ASSET MANAGEMENT, INC.	0.23%	64.97K	2.15M	1.91K	+3.02%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.25%	68.56K	2.26M	-72.37K	-51.35%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.3%	85.16K	2.81M	-2.87K	-3.26%
Jun 30, 2026	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.33%	92.22K	3.05M	54.6K	+145.09%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.41%	113.8K	3.76M	7.46K	+7.01%
Jun 30, 2026	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.42%	116.89K	3.86M	-39.71K	-25.36%
Jun 30, 2026	AXIOM INVESTMENT MANAGEMENT LLC	0.49%	137.92K	4.55M	-50.68K	-26.87%
Jun 30, 2026	CHATHAM CAPITAL GROUP, INC.	0.52%	145.62K	4.81M	-14.35K	-8.97%
Jun 30, 2026	LPL FINANCIAL LLC	0.55%	154.36K	5.1M	22.35K	+16.93%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.55%	154.75K	5.11M	8.88K	+6.09%
Jun 30, 2026	VONTOBEL HOLDING LTD.	0.57%	158.17K	5.22M	69.84K	+79.07%
Jun 30, 2026	UBS GROUP AG	0.7%	196.85K	6.5M	-422.6K	-68.22%
Jun 30, 2026	STERLING INVESTMENT MANAGEMENT, LLC	0.83%	230.71K	7.62M	230.71K	+100.00%
Jun 30, 2026	WALLEYE TRADING LLC	0.08%	22.2K	733.04K	22.2K	+100.00%
Jun 30, 2026	SIDOXIA CAPITAL MANAGEMENT, LLC	0.11%	30.76K	1.02M	30.76K	+100.00%
Jun 30, 2026	EDGE WEALTH MANAGEMENT LLC	0.08%	23K	759.46K	0	0
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.09%	26.34K	869.81K	-2.05K	-7.22%
Jun 30, 2026	MARINER, LLC	0.1%	28.97K	956.66K	-147.54K	-83.59%
Jun 30, 2026		0.11%	30.76K	1.02M	30.76K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.11%	30.3K	1M	-41.8K	-57.98%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.05%	14.29K	471.86K	14.29K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.05%	14.48K	478.17K	14.48K	+100.00%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	15K	495.3K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.05%	15.27K	507.74K	346	+2.32%
Jun 30, 2026	NICHOLAS HOFFMAN & COMPANY, LLC.	0.05%	15.46K	510.59K	-1.26K	-7.53%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	17.73K	585.32K	-81.5K	-82.14%
Jun 30, 2026	SEPIO CAPITAL, LP	0.06%	17.75K	586.11K	5K	+39.22%
Jun 30, 2026	VIGILARE WEALTH MANAGEMENT	0.06%	18.04K	595.75K	-23.74K	-56.82%
Jun 30, 2026	AVIANCE CAPITAL PARTNERS, LLC	0.07%	19K	627.38K	-2.5K	-11.63%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.07%	20.03K	661.29K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.07%	20.76K	685.56K	10.38K	+100.00%
Jun 30, 2026	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.07%	21.34K	704.55K	0	0
Jun 30, 2026	CIBC WORLD MARKET INC.	0.16%	45.49K	1.5M	18.96K	+71.50%
Jun 30, 2026	IMC-CHICAGO, LLC	0.87%	244.44K	8.07M	219.26K	+870.99%
Jun 30, 2026	JUMP FINANCIAL, LLC	1.09%	304.26K	10.05M	229.53K	+307.14%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	1.11%	309.27K	10.21M	309.27K	+100.00%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	1.54%	431.59K	14.25M	-74.98K	-14.80%
Jun 30, 2026	COLONY GROUP, LLC	1.55%	434.13K	14.34M	18.78K	+4.52%
Jun 30, 2026	MORGAN STANLEY	8.89%	2.49M	82.1M	423.4K	+20.52%
Jun 30, 2026	STACK FINANCIAL MANAGEMENT, INC	9.93%	2.78M	91.68M	-1.05M	-27.38%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.15%	56.42K	2.14M	-2.57K	-4.36%
Mar 31, 2026	JANE STREET GROUP, LLC	0.28%	72.1K	2.73M	-65.38K	-47.55%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.36%	92.76K	3.52M	92.76K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.39%	99.22K	3.76M	90.99K	+1,105.32%
Mar 31, 2026	CITADEL ADVISORS LLC	0.35%	88.63K	3.36M	-162.58K	-64.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.57%	145.87K	5.53M	19.93K	+15.83%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.6%	152.56K	5.79M	24.21K	+18.86%
Mar 31, 2026	SYNERGY ASSET MANAGEMENT, LLC	0.6%	154.33K	5.85M	154.33K	+100.00%
Mar 31, 2026	CHATHAM CAPITAL GROUP, INC.	0.63%	159.97K	6.07M	365	+0.23%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.77%	195.21K	7.4M	195.21K	+100.00%
Mar 31, 2026	ROTHSCHILD CAPITAL PARTNERS, LLC	0.98%	248.97K	9.44M	248.97K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.35%	88.03K	3.34M	15.07K	+20.65%
Mar 31, 2026	VONTOBEL HOLDING LTD.	0.35%	88.32K	3.35M	80.82K	+1,077.65%
Mar 31, 2026	VERITY ASSET MANAGEMENT, INC.	0.17%	63.06K	2.39M	63.06K	+100.00%
Mar 31, 2026	CPR INVESTMENTS INC.	0.75%	192.42K	7.3M	-10.47K	-5.16%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	1.12%	286.13K	10.85M	922	+0.32%
Mar 31, 2026	FINANCIAL SERVICES ADVISORY INC	1.24%	316.53K	12.01M	316.53K	+100.00%
Mar 31, 2026	MIRADOR CAPITAL PARTNERS LP	1.38%	352.76K	13.38M	352.76K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.61%	411.28K	15.6M	411.28K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	1.63%	415.36K	15.75M	8.1K	+1.99%
Mar 31, 2026	REUTER JAMES WEALTH MANAGEMENT, LLC	1.82%	464.67K	17.62M	464.67K	+100.00%
Mar 31, 2026	REYES FINANCIAL ARCHITECTURE, INC.	0.34%	85.74K	3.25M	85.74K	+100.00%
Mar 31, 2026	CAPITAL WEALTH PLANNING, LLC	0.34%	85.89K	3.26M	6.88K	+8.71%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.07%	26.52K	1.01M	-9.59K	-26.56%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.08%	28.39K	1.08M	9.05K	+46.79%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	29.66K	1.12M	12.28K	+70.64%
Mar 31, 2026	BALLEW ADVISORS, INC	0.09%	35.01K	1.27M	1.95K	+5.90%
Mar 31, 2026	AXS INVESTMENTS LLC	0.1%	37K	1.4M	-18K	-32.73%
Mar 31, 2026	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.1%	37.63K	1.41M	-38K	-50.24%
Mar 31, 2026	VIGILARE WEALTH MANAGEMENT	0.11%	41.78K	1.58M	41.78K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.12%	44.45K	1.67M	44.45K	+100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	0.12%	46.05K	1.75M	12.29K	+36.41%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	0.14%	51.73K	2.01M	27.79K	+116.04%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.15%	57.64K	2.19M	0	0
Mar 31, 2026	J. SAFRA SARASIN HOLDING AG	0.16%	60.51K	2.3M	45.25K	+296.42%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.11%	40.62K	1.59M	-6.55K	-13.89%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.28%	70.92K	2.28M	70.92K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.42%	106.35K	4.03M	106.35K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	112.4K	4.26M	-386.3K	-77.46%
Mar 31, 2026	HRT FINANCIAL LP	0.46%	116.13K	4.4M	116.13K	+100.00%
Mar 31, 2026	CANAL CAPITAL MANAGEMENT, LLC	0.27%	69.44K	2.63M	69.44K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.52%	132.01K	5.01M	29.73K	+29.07%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.99%	506.57K	19.21M	15.35K	+3.13%
Mar 31, 2026	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	2.36%	602.86K	22.87M	602.86K	+100.00%
Mar 31, 2026	JUMP FINANCIAL, LLC	0.29%	74.73K	2.83M	74.73K	+100.00%
Mar 31, 2026	MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC	0.31%	78.45K	2.98M	78.45K	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.55%	140.93K	5.35M	140.93K	+100.00%
Mar 31, 2026	DEANE RETIREMENT STRATEGIES, INC.	1.34%	342.37K	12.99M	342.37K	+100.00%
Mar 31, 2026	KAYDAN WEALTH MANAGEMENT, INC.	1.52%	387.72K	14.71M	387.72K	+100.00%
Mar 31, 2026	THREE SEASONS WEALTH, LLC	2.12%	540.66K	20.51M	540.66K	+100.00%
Mar 31, 2026	UBS GROUP AG	2.43%	619.45K	23.5M	61.1K	+10.94%
Mar 31, 2026	RYAN INVESTMENT MANAGEMENT, INC.	3.52%	897.29K	34.03M	897.29K	+100.00%
Mar 31, 2026	MARINER, LLC	0.69%	176.51K	6.7M	176.51K	+100.00%
Mar 31, 2026	MOULTON WEALTH MANAGEMENT, INC	0.79%	202.39K	7.63M	202.39K	+100.00%
Mar 31, 2026	AXIOM INVESTMENT MANAGEMENT LLC	0.74%	188.6K	7.15M	188.6K	+100.00%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	62.33K	2.36M	62.33K	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	0.17%	62.37K	2.37M	5.63K	+9.92%
Mar 31, 2026	MORGAN STANLEY	8.09%	2.06M	78.25M	1.8M	+694.56%
Mar 31, 2026	STACK FINANCIAL MANAGEMENT, INC	14.98%	3.82M	145.01M	1.32M	+52.56%
Mar 31, 2026	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.61%	156.6K	5.94M	-11.58K	-6.88%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	1.11%	283.91K	10.77M	283.91K	+100.00%
Dec 31, 2025	IMC-CHICAGO, LLC	0.22%	58.35K	2.1M	58.35K	+100.00%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.17%	47.18K	1.7M	-30.17K	-39.01%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	37.6K	1.35M	37.6K	+100.00%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.47%	128.35K	4.62M	604	+0.47%
Dec 31, 2025	JANE STREET GROUP, LLC	0.57%	137.48K	4.95M	42.7K	+45.05%
Dec 31, 2025	OXBOW ADVISORS, LLC	0.03%	7.05K	253.9K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	8.23K	296.6K	-10.82K	-56.79%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	7.98K	283.68K	-2.07K	-20.58%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.05%	12.5K	450.38K	0	0
Dec 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.06%	15.18K	547.09K	227	+1.52%
Dec 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.66%	159.6K	5.75M	159.6K	+100.00%
Dec 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.62%	168.18K	6.06M	-12.56K	-6.95%
Dec 31, 2025	CPR INVESTMENTS INC.	0.84%	202.89K	7.31M	648	+0.32%
Dec 31, 2025	MORGAN STANLEY	0.96%	259.63K	9.35M	-424.35K	-62.04%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.18%	284.17K	10.24M	36.11K	+14.56%
Dec 31, 2025	COLONY GROUP, LLC	1.56%	407.26K	14.67M	12.66K	+3.21%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	2.04%	491.21K	17.7M	491.21K	+100.00%
Dec 31, 2025	UBS GROUP AG	2.06%	558.35K	20.12M	-1.08M	-65.94%
Dec 31, 2025	STACK FINANCIAL MANAGEMENT, INC	10.41%	2.51M	90.29M	2.51M	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.14%	33.76K	1.22M	-78.78K	-70.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.27%	72.96K	2.63M	61.9K	+559.71%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.22%	57.64K	2.08M	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.93%	251.2K	9.05M	71.4K	+39.71%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.14%	36.11K	1.3M	-50.24K	-58.18%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	96.06K	3.46M	72.88K	+314.31%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	125.94K	4.54M	4.99K	+4.12%
Dec 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.06%	14.73K	530.54K	14.73K	+100.00%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.06%	15.82K	569.81K	15.82K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.03%	8.78K	316K	0	0
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.03%	8.12K	292.5K	1.89K	+30.41%
Dec 31, 2025	ADVANCED ASSET MANAGEMENT ADVISORS INC	0.04%	8.5K	306.26K	0	0
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.04%	9.5K	342.27K	125	+1.33%
Dec 31, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.07%	16.72K	602.49K	0	0
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.07%	19.34K	696.89K	1K	+5.45%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.09%	21.08K	759.33K	-7K	-24.93%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.17%	46.09K	1.66M	46.09K	+100.00%
Dec 31, 2025	BRASADA CAPITAL MANAGEMENT, LP	0.19%	50.74K	1.83M	-17.67K	-25.83%
Dec 31, 2025	SEPIO CAPITAL, LP	0.05%	12.5K	450.38K	0	0
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.22%	58.99K	2.13M	16.52K	+38.89%
Dec 31, 2025	SEI INVESTMENTS CO	0.22%	56.75K	2.04M	36.71K	+183.17%
Dec 31, 2025	AXS INVESTMENTS LLC	0.23%	55K	1.98M	0	0
Dec 31, 2025	LATTICE CAPITAL MANAGEMENT, LLC	0.23%	55K	1.98M	0	0
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.06%	17.26K	621.77K	13.36K	+342.26%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	17.38K	626.2K	-4.91K	-22.04%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.07%	19.61K	706.58K	18.56K	+1,760.63%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.08%	20.03K	721.57K	20.03K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.08%	20.89K	753K	-2.81K	-11.85%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.1%	23.94K	861.75K	20.7K	+639.01%
Dec 31, 2025	BALLEW ADVISORS, INC	0.14%	33.06K	1.17M	2.95K	+9.81%
Dec 31, 2025	LEUTHOLD GROUP, LLC	0.32%	77.82K	2.8M	77.82K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.39%	102.28K	3.69M	-46.99K	-31.48%
Dec 31, 2025	HEDGES ASSET MANAGEMENT LLC	0.29%	69K	2.49M	69K	+100.00%
Dec 31, 2025	CAPITAL WEALTH PLANNING, LLC	0.3%	79K	2.85M	5.42K	+7.36%
Dec 31, 2025	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.31%	75.63K	2.72M	-55.76K	-42.44%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	13K	468.39K	3K	+30.00%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.1%	23.47K	845.74K	136	+0.58%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.05%	13K	468.39K	13K	+100.00%
Dec 31, 2025	J. SAFRA SARASIN HOLDING AG	0.06%	15.26K	549.96K	5.94K	+63.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.62%	168.27K	6.06M	30.96K	+22.55%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.04%	10.38K	374.03K	10.38K	+100.00%
Dec 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.05%	12K	432.36K	0	0
Dec 31, 2025	SQUAREPOINT OPS LLC	0.23%	61.05K	2.2M	40.32K	+194.55%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	23.19K	856.96K	-220.77K	-90.50%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.09%	23.34K	862.52K	240	+1.04%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	22.29K	823.99K	-500	-2.19%
Sep 30, 2025	UBS GROUP AG	6.09%	1.64M	60.59M	1.03M	+167.68%
Sep 30, 2025	MORGAN STANLEY	2.54%	683.98K	25.28M	60.87K	+9.77%
Sep 30, 2025	CPR INVESTMENTS INC.	0.75%	202.24K	7.47M	6.85K	+3.51%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.47%	127.75K	4.72M	36.3K	+39.70%
Sep 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.27%	73.58K	2.72M	6.83K	+10.24%
Sep 30, 2025	BRASADA CAPITAL MANAGEMENT, LP	0.25%	68.42K	2.52M	-4.39K	-6.02%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.21%	57.64K	2.13M	0	0
Sep 30, 2025	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.18%	49.43K	1.83M	49.43K	+100.00%
Sep 30, 2025		0.18%	47.21K	1.74M	47.21K	+100.00%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.1%	28.08K	1.04M	14.9K	+113.16%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	25.23K	932.55K	-9.97K	-28.33%
Sep 30, 2025	ROTHSCHILD CAPITAL PARTNERS, LLC	0.09%	23.97K	885.75K	-413.77K	-94.53%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.92%	248.07K	9.17M	-134	-0.05%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.32%	86.35K	3.19M	-1.03K	-1.18%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.08%	20.73K	766K	-92.8K	-81.74%
Sep 30, 2025	SEI INVESTMENTS CO	0.07%	20.04K	740.64K	20.04K	+100.00%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	19.1K	705.79K	-37.3K	-66.14%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	19.05K	704.05K	-12.26K	-39.16%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.07%	18.34K	677.92K	-53	-0.29%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.07%	17.66K	652.63K	376	+2.18%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.48%	130.18K	4.81M	58.12K	+80.66%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.29%	77.35K	2.86M	-15.74K	-16.91%
Sep 30, 2025	COLONY GROUP, LLC	1.47%	394.6K	14.58M	2.26K	+0.58%
Sep 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	1.23%	331.63K	12.26M	331.63K	+100.00%
Sep 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.99%	267.09K	9.83M	-42.53K	-13.74%
Sep 30, 2025	MIRADOR CAPITAL PARTNERS LP	0.93%	251.25K	9.29M	251.25K	+100.00%
Sep 30, 2025	WEALTH QUARTERBACK LLC	0.79%	213.36K	7.89M	213.36K	+100.00%
Sep 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.67%	180.74K	6.68M	100.76K	+125.98%
Sep 30, 2025	CITADEL ADVISORS LLC	0.67%	179.8K	6.65M	52.55K	+41.30%
Sep 30, 2025	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.49%	131.38K	4.84M	62.96K	+92.02%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.45%	120.95K	4.47M	120.95K	+100.00%
Sep 30, 2025	LATTICE CAPITAL MANAGEMENT, LLC	0.2%	55K	2.03M	0	0
Sep 30, 2025	AXS INVESTMENTS LLC	0.2%	55K	2.03M	0	0
Sep 30, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.17%	45.96K	1.7M	45.96K	+100.00%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.16%	42.47K	1.57M	4.82K	+12.81%
Sep 30, 2025	NATIXIS	0.14%	38.09K	1.41M	37.9K	+19,739.58%
Sep 30, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.14%	36.34K	1.34M	15K	+70.30%
Sep 30, 2025	BALLEW ADVISORS, INC	0.11%	30.1K	1.12M	30.1K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	26.65K	985.13K	-396	-1.46%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.09%	23.7K	876K	23.7K	+100.00%
Sep 30, 2025	ADVANCED ASSET MANAGEMENT ADVISORS INC	0.03%	8.5K	314.16K	0	0
Sep 30, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.06%	16.72K	618.05K	0	0
Sep 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.06%	14.96K	552.8K	-1.49K	-9.08%
Sep 30, 2025	SHEETS SMITH INVESTMENT MANAGEMENT	0.05%	14.26K	526.94K	14.26K	+100.00%
Sep 30, 2025	SEPIO CAPITAL, LP	0.05%	12.5K	462K	5K	+66.67%
Sep 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.04%	12K	443.52K	0	0
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	11.06K	408.8K	-232	-2.05%
Sep 30, 2025	FARRINGDON CAPITAL, LTD.	0.04%	10.81K	399.5K	735	+7.30%
Sep 30, 2025	CAPASSO PLANNING PARTNERS LLC	0.04%	10.1K	373.37K	-678	-6.29%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	10.05K	370.24K	-56	-0.55%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.04%	10K	369.6K	-3.5K	-25.93%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.03%	9.38K	346.5K	0	0
Sep 30, 2025	J. SAFRA SARASIN HOLDING AG	0.03%	9.32K	344.58K	-15.86K	-62.98%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.03%	8.78K	325K	-30.05K	-77.39%
Sep 30, 2025	MGO ONE SEVEN LLC	0.03%	8.12K	300.19K	-1.87K	-18.67%
Sep 30, 2025	ACT WEALTH MANAGEMENT, LLC	0.03%	7.68K	283.93K	7.68K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.42%	112.54K	4.16M	76.05K	+208.43%
Sep 30, 2025	STERLING INVESTMENT MANAGEMENT, LLC	0.37%	100.19K	3.7M	-395	-0.39%
Sep 30, 2025	JANE STREET GROUP, LLC	0.35%	94.78K	3.5M	20.2K	+27.09%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.62%	165.71K	6.12M	165.71K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.55%	149.27K	5.52M	17.16K	+12.99%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.51%	137.31K	5.07M	130.75K	+1,992.47%
Sep 30, 2025	WHITTIER TRUST CO	0.49%	132K	4.86M	132K	+100.00%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	35.2K	1.4M	-24.93K	-41.45%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.26%	72.06K	2.86M	72.06K	+100.00%
Jun 30, 2025	BRASADA CAPITAL MANAGEMENT, LP	0.27%	72.8K	2.86M	0	0
Jun 30, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.28%	77.72K	3.09M	2.63K	+3.50%
Jun 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.29%	79.98K	3.17M	-586	-0.73%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.32%	86.96K	3.45M	86.96K	+100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.41%	113.52K	4.5M	-81.36K	-41.75%
Jun 30, 2025	CITADEL ADVISORS LLC	0.46%	127.25K	5.05M	-28.48K	-18.29%
Jun 30, 2025	LPL FINANCIAL LLC	0.48%	132.11K	5.24M	-5.3K	-3.85%
Jun 30, 2025	JANE STREET GROUP, LLC	0.27%	74.58K	2.96M	-3.1K	-3.99%
Jun 30, 2025	RW INVESTMENT MANAGEMENT LLC	0.04%	11.57K	458.9K	0	0
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.04%	12K	476.16K	0	0
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.04%	12.25K	486.08K	12.25K	+100.00%
Jun 30, 2025	ORG PARTNERS LLC	0.1%	28.31K	1.13M	28.31K	+100.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.05%	13.17K	522.63K	-81.35K	-86.07%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	13.5K	535.68K	-5K	-27.03%
Jun 30, 2025	M&T BANK CORP	0.05%	13.67K	542.35K	4.81K	+54.27%
Jun 30, 2025	RIVERTREE ADVISORS, LLC	0.05%	14.93K	592.38K	14.93K	+100.00%
Jun 30, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.06%	16.72K	663.53K	0	0
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.06%	17.28K	685.73K	120	+0.70%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.07%	18.4K	729.94K	2.11K	+12.95%
Jun 30, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.08%	21.34K	846.65K	21.34K	+100.00%
Jun 30, 2025	AXS INVESTMENTS LLC	0.2%	55K	2.18M	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.34%	93.08K	3.69M	93.08K	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.27%	623.11K	24.72M	51.19K	+8.95%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.33%	91.45K	3.63M	-61.77K	-40.32%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.14%	37.65K	1.49M	22.24K	+144.36%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.06%	16.51K	655K	16.51K	+100.00%
Jun 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.06%	16.45K	652.74K	-1.67K	-9.23%
Jun 30, 2025	COLONY GROUP, LLC	1.43%	392.34K	15.57M	-2.79K	-0.71%
Jun 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	1.13%	309.61K	12.29M	-103.73K	-25.09%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	15K	595.2K	15K	+100.00%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	11.29K	448.11K	-516	-4.37%
Jun 30, 2025	STERLING INVESTMENT MANAGEMENT, LLC	0.37%	100.59K	3.99M	100.59K	+100.00%
Jun 30, 2025	CPR INVESTMENTS INC.	0.71%	195.39K	7.75M	6.26K	+3.31%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.9%	245.63K	9.75M	-13.53K	-5.22%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.91%	248.2K	9.85M	49.1K	+24.66%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	22.79K	904.47K	22.79K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	30.66K	1.22M	-1.54K	-4.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	31.31K	1.24M	31.31K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.12%	32.45K	1.29M	32.45K	+100.00%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	23.08K	915.93K	13.27K	+135.23%
Jun 30, 2025	OPPENHEIMER & CO INC	0.13%	36.49K	1.45M	7.52K	+25.96%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.14%	38.84K	1.54M	2.59K	+7.13%
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.18%	48.29K	1.92M	5.29K	+12.31%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	27.05K	1.07M	-9.13K	-25.22%
Jun 30, 2025	J. SAFRA SARASIN HOLDING AG	0.09%	25.18K	999.18K	19.99K	+385.18%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	24.53K	973.15K	21.42K	+690.11%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.08%	23.1K	926.15K	-9.42K	-28.98%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.32%	87.38K	3.47M	30.7K	+54.16%
Jun 30, 2025	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	0.25%	68.42K	2.72M	68.42K	+100.00%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.21%	57.64K	2.29M	57.64K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.89%	243.95K	9.68M	231.22K	+1,815.90%
Jun 30, 2025	VERITY ASSET MANAGEMENT, INC.	0.19%	52.95K	2.1M	1.69K	+3.30%
Jun 30, 2025	LATTICE CAPITAL MANAGEMENT, LLC	0.2%	55K	2.18M	55K	+100.00%
Jun 30, 2025	ROTHSCHILD CAPITAL PARTNERS, LLC	1.6%	437.74K	17.37M	193.37K	+79.13%
Jun 30, 2025	UBS GROUP AG	2.23%	612.42K	24.3M	-165.33K	-21.26%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.21%	56.39K	2.24M	-2.85K	-4.81%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.24%	66.75K	2.65M	-5.81K	-8.00%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.26%	71.58K	2.84M	-307.65K	-81.13%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	32.2K	1.44M	3.37K	+11.67%
Mar 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.09%	32.52K	1.46M	32.52K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.27%	95.43K	4.25M	11.98K	+14.36%
Mar 31, 2025	CPR INVESTMENTS INC.	0.53%	189.13K	8.43M	15.56K	+8.97%
Mar 31, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.42%	152.23K	6.78M	152.23K	+100.00%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.51%	182K	8.11M	182K	+100.00%
Mar 31, 2025	MIRADOR CAPITAL PARTNERS LP	1.03%	371.32K	16.55M	171.42K	+85.75%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.43%	153.22K	6.83M	7.35K	+5.04%
Mar 31, 2025	WAKEFIELD ASSET MANAGEMENT LLLP	0.21%	75.1K	3.35M	-132.95K	-63.90%
Mar 31, 2025	VERITY ASSET MANAGEMENT, INC.	0.14%	51.26K	2.28M	-1.27K	-2.42%
Mar 31, 2025	AXS INVESTMENTS LLC	0.15%	55K	2.45M	0	0
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.16%	59.24K	2.64M	433	+0.74%
Mar 31, 2025	MARINER, LLC	0.17%	60K	2.67M	60K	+100.00%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.17%	60.13K	2.68M	-12.36K	-17.04%
Mar 31, 2025	FINANCIAL SENSE ADVISORS, INC.	0.17%	62.89K	2.8M	62.89K	+100.00%
Mar 31, 2025	JUMP FINANCIAL, LLC	0.18%	64.78K	2.89M	64.78K	+100.00%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.54%	194.88K	8.68M	138.24K	+244.10%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.55%	199.1K	8.87M	4.18K	+2.14%
Mar 31, 2025	ROBINSON VALUE MANAGEMENT, LTD.	0.66%	238.52K	10.63M	238.52K	+100.00%
Mar 31, 2025	ROTHSCHILD CAPITAL PARTNERS, LLC	0.68%	244.36K	10.89M	244.36K	+100.00%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.72%	259.16K	11.55M	33.64K	+14.92%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.05%	379.23K	16.9M	182.94K	+93.20%
Mar 31, 2025	COLONY GROUP, LLC	1.1%	395.13K	17.61M	7.95K	+2.05%
Mar 31, 2025	FIRST NATIONAL CORP /MA/ /ADV	1.15%	413.34K	18.42M	-79.92K	-16.20%
Mar 31, 2025	SYKON CAPITAL LLC	1.39%	500.49K	22.3M	500.49K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	36.18K	1.61M	-21K	-36.73%
Mar 31, 2025	MORGAN STANLEY	1.59%	571.92K	25.48M	-159.92K	-21.85%
Mar 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.12%	43K	1.92M	43K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	43.16K	1.92M	16.78K	+63.61%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.14%	50K	2.23M	0	0
Mar 31, 2025	UBS GROUP AG	2.16%	777.75K	34.66M	402.5K	+107.26%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.16%	56.68K	2.53M	-3.21K	-5.36%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	104.5K	4.66M	104.5K	+100.00%
Mar 31, 2025	STACK FINANCIAL MANAGEMENT, INC	3.47%	1.25M	55.64M	1.25M	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.1%	36.25K	1.62M	-1.08K	-2.88%
Mar 31, 2025	VIGILARE WEALTH MANAGEMENT	0.25%	90.09K	4.01M	-9.78K	-9.80%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.12%	44.7K	1.99M	44.7K	+100.00%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.31%	109.99K	4.9M	109.99K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.38%	137.4K	6.12M	5.45K	+4.13%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.48%	171.62K	7.65M	171.62K	+100.00%
Mar 31, 2025	STABLEFORD CAPITAL II LLC	0.51%	181.79K	8.5M	108.37K	+147.59%
Mar 31, 2025	CAPITAL WEALTH PLANNING, LLC	0.2%	72.56K	3.23M	-31.06K	-29.97%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	56.3K	2.51M	18.3K	+48.16%
Mar 31, 2025	BRASADA CAPITAL MANAGEMENT, LP	0.2%	72.8K	3.64M	72.8K	+100.00%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	76.8K	3.42M	76.8K	+100.00%
Mar 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.22%	80.57K	3.59M	-24.98K	-23.67%
Mar 31, 2025	JANE STREET GROUP, LLC	0.22%	77.68K	3.46M	-5.23K	-6.30%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.26%	94.52K	4.21M	83.73K	+775.52%
Mar 31, 2024	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.16%	136.67K	1.62M	136.67K	+100.00%
Mar 31, 2024	CPR INVESTMENTS INC.	1.11%	974.49K	11.56M	-250.65K	-20.46%
Mar 31, 2024	INTEROCEAN CAPITAL GROUP, LLC	1.25%	1.09M	12.94M	23.12K	+2.16%
Mar 31, 2024	AXS INVESTMENTS LLC	0.05%	42.37K	502.45K	42.37K	+100.00%
Mar 31, 2024	ELKHORN PARTNERS LIMITED PARTNERSHIP	0.05%	43.4K	1.13M	5.4K	+14.20%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	43.4K	514.7K	-3.65K	-7.76%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.06%	48K	569.28K	48K	+100.00%
Mar 31, 2024	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.06%	48K	569.28K	0	0
Mar 31, 2024	HCR WEALTH ADVISORS	0.07%	56.2K	666.47K	56.2K	+100.00%
Mar 31, 2024	ANDINA CAPITAL MANAGEMENT, LLC	0.07%	57.71K	684.44K	-3.27K	-5.37%
Mar 31, 2024	HBK SORCE ADVISORY LLC	0.07%	59.1K	700.91K	81	+0.14%
Mar 31, 2024	MORGAN STANLEY	3.74%	3.02M	35.88M	1.14M	+60.59%
Mar 31, 2024	HSBC HOLDINGS PLC	0.22%	180K	2.13M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.23%	189.88K	2.25M	55.8K	+41.61%
Mar 31, 2024	GTS SECURITIES LLC	0.24%	207.6K	2.46M	-60.9K	-22.68%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.27%	234.36K	2.78M	13	+0.01%
Mar 31, 2024	HRT FINANCIAL LP	0.28%	248.02K	2.94M	218.36K	+736.07%
Mar 31, 2024	RIA ADVISORY GROUP LLC	1.39%	1.22M	14.47M	1.22M	+100.00%
Mar 31, 2024	CWM, LLC	0.07%	63.29K	751K	11.7K	+22.67%
Mar 31, 2024	VISTA FINANCE, LLC	0.07%	63.87K	757.47K	-90.73K	-58.69%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	64.43K	764.78K	17.36K	+36.88%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.08%	66.55K	789.24K	7.43K	+12.56%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	71.5K	847.99K	14K	+24.35%
Mar 31, 2024	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.09%	75.54K	895.94K	-18.34K	-19.54%
Mar 31, 2024	BLUECHIP WEALTH ADVISORS LLC	0.09%	76.33K	905.26K	-50.3K	-39.72%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	75.65K	899K	-68.14K	-47.39%
Mar 31, 2024	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.13%	115.56K	1.37M	115.56K	+100.00%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.13%	117.72K	1.4M	117.72K	+100.00%
Mar 31, 2024	WEIL COMPANY, INC.	0.13%	118K	1.4M	118K	+100.00%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.15%	127.37K	1.51M	-1.38K	-1.07%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.16%	141.49K	1.68M	-39.91K	-22.00%
Mar 31, 2024	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.18%	161.33K	1.91M	-148.85K	-47.99%
Mar 31, 2024	TAP CONSULTING, LLC	0.19%	166.97K	1.98M	-19.83K	-10.62%
Mar 31, 2024	LESA SROUFE & CO	0.2%	173.32K	2.06M	3.33K	+1.96%
Mar 31, 2024	REUTER JAMES WEALTH MANAGEMENT, LLC	0.22%	195.92K	2.32M	-178.42K	-47.66%
Mar 31, 2024	CAPITAL WEALTH PLANNING, LLC	0.31%	268.13K	3.18M	6.36K	+2.43%
Mar 31, 2024	FIRST NATIONAL CORP /MA/ /ADV	0.32%	283.18K	3.68M	-604	-0.21%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.33%	293.04K	3.48M	40.69K	+16.13%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.36%	315.29K	3.74M	20.86K	+7.09%
Mar 31, 2024	WAKEFIELD ASSET MANAGEMENT LLLP	0.38%	332.68K	3.95M	8.67K	+2.68%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.38%	334.5K	3.97M	24.07K	+7.76%
Mar 31, 2024	OPPENHEIMER & CO INC	0.42%	364.02K	4.32M	49.79K	+15.84%
Mar 31, 2024	STERLING INVESTMENT MANAGEMENT, LLC	0.54%	471.75K	5.59M	-7.45K	-1.56%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.57%	500K	2.75K	500K	+100.00%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.59%	512.11K	6.07M	18.73K	+3.80%
Mar 31, 2024	MIRADOR CAPITAL PARTNERS LP	0.59%	518.93K	6.15M	327.33K	+170.84%
Mar 31, 2024	CITIZENS FINANCIAL GROUP INC/RI	0.66%	580.08K	7.54M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.69%	557.61K	6.61M	-126.85K	-18.53%
Mar 31, 2024	JUMP FINANCIAL, LLC	1.02%	890.07K	10.56M	546.54K	+159.10%
Mar 31, 2024	OAKWORTH CAPITAL, INC.	1.1%	966.08K	11.46M	966.08K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	1.25%	1.1M	15.89M	339.5K	+44.76%
Mar 31, 2024	NICHOLAS HOFFMAN & COMPANY, LLC.	0.08%	66.89K	793.33K	0	0
Mar 31, 2024		0.13%	115.56K	1.37M	115.56K	+100.00%
Mar 31, 2024	VIGILARE WEALTH MANAGEMENT	0.14%	118.49K	1.41M	42.31K	+55.53%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.34%	273.67K	3.25M	-333.62K	-54.94%
Mar 31, 2024	CLARITY FINANCIAL LLC	0.34%	298.78K	3.54M	298.78K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.98%	790.9K	9.38M	-1.28M	-61.85%
Mar 31, 2024	PINERIDGE ADVISORS LLC	1.51%	1.32M	15.66M	72.54K	+5.81%
Dec 31, 2023	AXXCESS WEALTH MANAGEMENT, LLC	0.53%	493.38K	6.41M	4.81K	+0.98%
Dec 31, 2023	STERLING INVESTMENT MANAGEMENT, LLC	0.52%	479.21K	6.22M	479.21K	+100.00%
Dec 31, 2023	REUTER JAMES WEALTH MANAGEMENT, LLC	0.41%	374.34K	4.86M	1.91K	+0.51%
Dec 31, 2023	CITADEL ADVISORS LLC	0.15%	134.09K	1.74M	-607.65K	-81.92%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.16%	143.8K	1.87M	-189.28K	-56.83%
Dec 31, 2023	PARK EDGE ADVISORS, LLC	0.16%	146.78K	1.91M	146.78K	+100.00%
Dec 31, 2023	TELEMUS CAPITAL, LLC	0.38%	350.64K	4.55M	-140.96K	-28.67%
Dec 31, 2023	HSBC HOLDINGS PLC	0.2%	180K	2.34M	0	0
Dec 31, 2023	LESA SROUFE & CO	0.18%	169.98K	2.21M	-4.19K	-2.41%
Dec 31, 2023	CLEARVIEW WEALTH ADVISORS LLC	0.16%	151.56K	1.97M	151.56K	+100.00%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.16%	152.06K	1.98M	-32.82K	-17.75%
Dec 31, 2023	HEADLANDS TECHNOLOGIES LLC	0.18%	167.09K	2.17M	159.41K	+2,074.83%
Dec 31, 2023	VISTA FINANCE, LLC	0.17%	154.6K	2.01M	-213.18K	-57.96%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.17%	152.56K	1.98M	151.64K	+16,500.98%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	115.69K	1.5M	5.5K	+5.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	124.97K	1.62M	39.47K	+46.16%
Dec 31, 2023	IMC-CHICAGO, LLC	1.68%	1.55M	20.14B	-100.65K	-6.10%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.37%	343.53K	4.46M	343.53K	+100.00%
Dec 31, 2023	KAYDAN WEALTH MANAGEMENT, INC.	0.35%	326.4K	4.24M	-1.09M	-76.98%
Dec 31, 2023	WAKEFIELD ASSET MANAGEMENT LLLP	0.35%	324K	4.21M	324K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.34%	314.24K	4.08M	65.49K	+26.33%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.34%	310.42K	4.03M	-108.55K	-25.91%
Dec 31, 2023	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.34%	310.18K	4.03M	-569.07K	-64.72%
Dec 31, 2023	ECON FINANCIAL SERVICES CORP	0.33%	304.36K	3.95M	304.36K	+100.00%
Dec 31, 2023	TWO SIGMA SECURITIES, LLC	0.32%	296.44K	3.85M	91.8K	+44.86%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.32%	294.43K	3.83M	-82.18K	-21.82%
Dec 31, 2023	FIRST NATIONAL CORP /MA/ /ADV	0.31%	283.78K	3.69M	90.38K	+46.73%
Dec 31, 2023	SCHOLTZ & COMPANY, LLC	0.3%	281.18K	3.65M	-36.82K	-11.58%
Dec 31, 2023		0.29%	268.5K	3.49M	-17.8K	-6.22%
Dec 31, 2023	CAPITAL WEALTH PLANNING, LLC	0.28%	261.78K	3.4M	24.32K	+10.24%
Dec 31, 2023	INTEGRATED ADVISORS NETWORK LLC	0.28%	259.73K	3.37M	242.31K	+1,390.83%
Dec 31, 2023	TOROSO INVESTMENTS, LLC	0.27%	252.35K	3.28M	-67.98K	-21.22%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.25%	234.35K	3.04M	6.54K	+2.87%
Dec 31, 2023	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.25%	232.73K	3.02M	0	0
Dec 31, 2023	LOWE WEALTH ADVISORS, LLC	0.22%	205.23K	2.67M	-40.85K	-16.60%
Dec 31, 2023	MIRADOR CAPITAL PARTNERS LP	0.21%	191.6K	2.49M	-524.13K	-73.23%
Dec 31, 2023	TAP CONSULTING, LLC	0.2%	186.8K	2.43M	-44.66K	-19.30%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.2%	181.4K	2.36M	39.6K	+27.92%
Dec 31, 2023	MORGAN STANLEY	2.04%	1.88M	24.47M	-1.77M	-48.48%
Dec 31, 2023	UBS GROUP AG	2.25%	2.07M	26.93M	-1.27M	-38.04%
Dec 31, 2023	FIRST HEARTLAND CONSULTANTS, INC.	0.14%	128.75K	1.67M	-3.51K	-2.65%
Dec 31, 2023	WESTWOOD HOLDINGS GROUP INC	1.57%	1.45M	18.86M	-568.33K	-28.14%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	1.49%	1.37M	17.47M	2.04K	+0.15%
Dec 31, 2023	CPR INVESTMENTS INC.	1.33%	1.23M	15.91M	171.35K	+16.26%
Dec 31, 2023	INTEROCEAN CAPITAL GROUP, LLC	1.16%	1.07M	13.88M	15.65K	+1.49%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.93%	859.59K	11.17M	171.16K	+24.86%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.82%	758.51K	9.85M	-339.5K	-30.92%
Dec 31, 2023	LPL FINANCIAL LLC	0.74%	684.46K	8.89M	-8.64K	-1.25%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.66%	607.29K	7.89M	-205.68K	-25.30%
Dec 31, 2023	CITIZENS FINANCIAL GROUP INC/RI	0.63%	580.08K	7.54M	580.08K	+100.00%
Dec 31, 2023	BIZMA INVESTIMENTOS LTDA	0.56%	520K	6.75M	0	0

Frequently Asked Questions