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

Who are the major shareholders selling Harbor Ares Systematic High Yield ETF (SIHY) stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in SIHY by -0.61% restricting it's holding to 5.56 thousand shares of worth nearly $253.00K. MORGAN STANLEY also lessened -21.43% of the SIHY shares from its portfolio, reducing its holding to 110 shares of worth $5.01K. SK WEALTH MANAGEMENT, LLC also shunned SIHY shares holding by -6.61% last quarter which brought its holding to 9.28 thousand shares worth $420.28K.

Investors who are buying SIHY stock?

As per its latest 13F filing, WORTH FINANCIAL ADVISORY GROUP, LLC increased its stake in SIHY by 100% in the last quarter. The institutional holder raised its holding to 5.04 thousand shares having worth more than $229.49K. US BANCORP \DE\ also added 100% more shares of SIHY to its portfolio, raising its holding to 2.3 thousand shares of worth $104.79K. TFC FINANCIAL MANAGEMENT, INC. also increased its SIHY shares holding by 1.51% which brought its holding to 336 shares worth $15.33K.

SIHY's major insiders: who are they?

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

Did an insider recently sell SIHY stock?

Company executives, directors, and other insiders own N/A percent of Harbor Ares Systematic High Yield ETF (SIHY)'s stock. Within the last six months, there have been 0 transaction(s) in which SIHY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SIHY stock?

There have been 0 transaction(s) during the past 6-months in which Harbor Ares Systematic High Yield ETF (SIHY) insiders have bought stock, totalling 0 shares

How much of SIHY does insiders own?

Around 0 Harbor Ares Systematic High Yield ETF (SIHY) shares are held by insiders, which represents about N/A of SIHY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SIHY?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in SIHY which holds 5.56 thousand shares worth $253.00K or 0.18% of the total SIHY shares outstanding followed by WORTH FINANCIAL ADVISORY GROUP, LLC with ownership of 5.04 thousand shares representing 0.16% of the SIHY ownership. KESTRA ADVISORY SERVICES, LLC is the third largest stakeholder with 4.68 thousand shares or 0.15% of the ownership worth more than $213.29K.

Is Harbor Ares Systematic High Yield ETF (SIHY) 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 SIHY is concerned, it is a stock which is not optionable.

Is there a short position on SIHY's shares?

Number of SIHY 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 SIHY shares are there?

As of today, null shares of SIHY are outstanding.

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

SIHY 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 SIHY is null.

Harbor Ares Systematic High Yield ETF (SIHY) (SIHY) 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.

ShortableNo

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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 5.56K shares valued at $253.00K. A 0.18% stake in Harbor Ares Systematic High Yield ETF (SIHY) is owned by the company. WORTH FINANCIAL ADVISORY GROUP, LLC owns 5.04K shares valued at $229.49K, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	5.56K	253K	-34	-0.61%
Jun 30, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0.16%	5.04K	229.49K	5.04K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	4.68K	213.29K	0	0
Jun 30, 2026	US BANCORP \DE\	0.07%	2.3K	104.79K	2.3K	+100.00%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	1.16K	52.78K	0	0
Jun 30, 2026	MORGAN STANLEY	0%	110	5.01K	-30	-21.43%
Jun 30, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.01%	336	15.33K	5	+1.51%
Jun 30, 2026	SK WEALTH MANAGEMENT, LLC	0.3%	9.28K	420.28K	-656	-6.61%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.35%	41.82K	1.91M	-1.02K	-2.38%
Jun 30, 2026	COLONIAL RIVER WEALTH MANAGEMENT, LLC	1.6%	49.8K	2.27M	49.8K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	1.8%	55.95K	2.55M	6.2K	+12.47%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.86%	57.65K	2.63M	4.63K	+8.73%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	64.77K	2.95M	14.38K	+28.53%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	2.28%	70.7K	3.22M	550	+0.78%
Jun 30, 2026	ROYAL BANK OF CANADA	3.17%	98.49K	4.49M	6.69K	+7.28%
Jun 30, 2026	JEFFERIES FINANCIAL GROUP INC.	4.04%	125.5K	5.72M	125.5K	+100.00%
Jun 30, 2026	WT WEALTH MANAGEMENT	4.6%	142.83K	6.51M	16.88K	+13.40%
Jun 30, 2026	LPL FINANCIAL LLC	5.7%	177.01K	8.06M	-27.51K	-13.45%
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	7.71%	239.48K	10.91M	-19.19K	-7.42%
Jun 30, 2026	IFP ADVISORS, INC	1.16%	35.99K	1.64M	1	0.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	9.86K	449.3K	303	+3.17%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0%	7	311	7	+100.00%
Jun 30, 2026	UBS GROUP AG	0%	7	319	-454	-98.48%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	206	9.39K	206	+100.00%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.01%	211	9.61K	211	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.02%	767	34.93K	-1.24K	-61.76%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.03%	897	40.87K	74	+8.99%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	0.04%	1.38K	62.93K	20	+1.47%
Jun 30, 2026	SFG WEALTH MANAGEMENT, LLC.	0.14%	4.47K	203.46K	4.47K	+100.00%
Jun 30, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.15%	4.54K	206.7K	68	+1.52%
Jun 30, 2026	BAR HARBOR WEALTH MANAGEMENT	0.16%	4.88K	222.15K	0	0
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.16%	4.93K	224.37K	-75	-1.50%
Jun 30, 2026	INDEPENDENCE ASSET ADVISORS, LLC	0.2%	6.26K	283.83K	0	0
Jun 30, 2026	HRT FINANCIAL LP	0.2%	6.34K	288K	6.34K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	241	10.99K	3	+1.26%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.23%	7.19K	327.7K	7.19K	+100.00%
Jun 30, 2026	LONGVIEW WEALTH MANAGEMENT	0.24%	7.6K	346.12K	73	+0.97%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.27%	8.52K	388.03K	-3.72K	-30.42%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	8.64K	393.5K	748	+9.48%
Jun 30, 2026	JANE STREET GROUP, LLC	0.28%	8.75K	398.65K	-47.62K	-84.48%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.29%	8.98K	409.08K	8.98K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	10.59K	482.48K	0	0
Jun 30, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.6%	18.62K	848.15K	6.17K	+49.53%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.65%	20.22K	921.23K	9.47K	+88.04%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.93%	28.93K	1.32M	-502	-1.71%
Jun 30, 2026	BANQUE PICTET & CIE SA	1.02%	31.6K	1.44M	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	1.06%	32.79K	1.49M	8.58K	+35.45%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.07%	33.36K	1.52M	-6.83K	-16.99%
Jun 30, 2026	BETA WEALTH GROUP, INC.	1.34%	41.5K	1.89M	-2.69K	-6.09%
Jun 30, 2026	PICTET NORTH AMERICA ADVISORS SA	7.49%	232.59K	10.6M	-24.83K	-9.64%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.95%	29.43K	1.32M	-4.25K	-12.63%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	10.59K	474.5K	588	+5.88%
Mar 31, 2026	LONGVIEW WEALTH MANAGEMENT	0.24%	7.52K	342.03K	114	+1.54%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	8.32%	258.67K	11.59M	99.68K	+62.70%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.01%	331	14.85K	3	+0.91%
Mar 31, 2026	UBS GROUP AG	0.01%	461	20.66K	363	+370.41%
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0.04%	1.36K	60.96K	14	+1.04%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	2.01K	89.87K	2.01K	+200,500.00%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.14%	4.47K	200.23K	4.47K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	7.89K	353.48K	1.09K	+16.07%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.62%	50.39K	2.26M	-25.39K	-33.50%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.71%	53.02K	2.38M	53.02K	+100.00%
Mar 31, 2026	1620 INVESTMENT ADVISORS, INC.	0.03%	823	36.88K	211	+34.48%
Mar 31, 2026	CITADEL ADVISORS LLC	0.46%	14.37K	643.64K	14.37K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.39%	12.24K	548.43K	-5.37K	-30.49%
Mar 31, 2026	BAR HARBOR WEALTH MANAGEMENT	0.16%	4.88K	218.47K	0	0
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.16%	5K	224.05K	-42.58K	-89.49%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	5.07K	227K	-4.2K	-45.30%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	5.6K	251K	-1.5K	-21.11%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	4.68K	209.76K	0	0
Mar 31, 2026	GREENWOOD CAPITAL ASSOCIATES LLC	0.4%	12.45K	557.83K	2.35K	+23.32%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.48%	14.91K	668.07K	14.91K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.78%	24.21K	1.08M	16.69K	+222.04%
Mar 31, 2026	IFP ADVISORS, INC	1.16%	35.99K	1.61M	0	0
Mar 31, 2026	BETA WEALTH GROUP, INC.	1.42%	44.18K	1.98M	754	+1.74%
Mar 31, 2026	JPMORGAN CHASE & CO	1.6%	49.75K	2.2M	-12.68K	-20.31%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	2.26%	70.15K	3.14M	480	+0.69%
Mar 31, 2026	ROYAL BANK OF CANADA	2.95%	91.8K	4.11M	11.06K	+13.69%
Mar 31, 2026	LPL FINANCIAL LLC	6.58%	204.52K	9.16M	36.97K	+22.06%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-18	-100.00%
Mar 31, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0%	0	-	-6.38K	-100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.01%	238	10.65K	3	+1.28%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0%	0	-	-4.99K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.56K	-100.00%
Mar 31, 2026	MORGAN STANLEY	0%	140	6.3K	-28	-16.67%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	1.16K	51.9K	-550	-32.13%
Mar 31, 2026	INDEPENDENCE ASSET ADVISORS, LLC	0.2%	6.26K	278.87K	869	+16.13%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	9.56K	428.28K	-475	-4.73%
Mar 31, 2026	SK WEALTH MANAGEMENT, LLC	0.32%	9.93K	445.41K	-13	-0.13%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.03%	969	43.42K	0	0
Mar 31, 2026	BANQUE PICTET & CIE SA	1.02%	31.6K	1.42M	-5.3K	-14.36%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.38%	42.84K	1.92M	473	+1.12%
Mar 31, 2026	WT WEALTH MANAGEMENT	4.05%	125.95K	5.64M	-7.92K	-5.91%
Mar 31, 2026	PICTET NORTH AMERICA ADVISORS SA	8.28%	257.42K	11.53M	-591.71K	-69.68%
Mar 31, 2026	CROBAN	6.44%	200.15K	8.97M	7.6K	+3.95%
Mar 31, 2026	JANE STREET GROUP, LLC	1.81%	56.37K	2.53M	25.87K	+84.79%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.29%	40.19K	1.8M	552	+1.39%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.35%	10.75K	491.1K	10.75K	+100.00%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	1.3%	47.58K	2.17M	-81.79K	-63.22%
Dec 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.13%	4.88K	222.74K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	2.06%	80.75K	3.69M	12.05K	+17.54%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	700	31.98K	700	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	235	10.75K	6	+2.62%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	10K	456.89K	10K	+100.00%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.04%	1.35K	61.54K	38	+2.90%
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.02%	612	27.96K	612	+100.00%
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	328	14.99K	9	+2.82%
Dec 31, 2025	MORGAN STANLEY	0%	168	7.67K	-427	-71.76%
Dec 31, 2025	UBS GROUP AG	0%	98	4.48K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.93%	75.79K	3.46M	3.11K	+4.28%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.01%	39.64K	1.81M	5.7K	+16.81%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	4.68K	213.85K	-10.84K	-69.83%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	4.56K	208.35K	4.56K	+100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	1.71K	78.2K	1.71K	+100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	18	822	-18	-50.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	34	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-173	-100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-59.32K	-100.00%
Dec 31, 2025	PICTET NORTH AMERICA ADVISORS SA	23.21%	849.13K	38.79M	-144.56K	-14.55%
Dec 31, 2025	CROBAN	4.91%	192.55K	8.8M	69.41K	+56.36%
Dec 31, 2025	LPL FINANCIAL LLC	4.27%	167.55K	7.65M	9.15K	+5.77%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	4.06%	158.99K	7.26M	-202.21K	-55.98%
Dec 31, 2025	WT WEALTH MANAGEMENT	3.66%	133.87K	6.12M	5.15K	+4.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.9%	69.67K	3.18M	2.46K	+3.66%
Dec 31, 2025	JPMORGAN CHASE & CO	1.71%	62.42K	2.85M	5.31K	+9.31%
Dec 31, 2025	BETA WEALTH GROUP, INC.	1.11%	43.43K	1.98M	1.51K	+3.61%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.08%	42.37K	1.94M	-2.96K	-6.54%
Dec 31, 2025	BANQUE PICTET & CIE SA	1.01%	36.9K	1.69M	-1.23K	-3.22%
Dec 31, 2025	IFP ADVISORS, INC	0.92%	35.99K	1.64M	3	+0.01%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.86%	33.68K	1.54M	344	+1.03%
Dec 31, 2025	JANE STREET GROUP, LLC	0.78%	30.5K	1.39M	-10.54K	-25.68%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.48%	17.61K	804.36K	-1.2K	-6.40%
Dec 31, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.28%	10.1K	461.19K	2.98K	+41.94%
Dec 31, 2025	SK WEALTH MANAGEMENT, LLC	0.27%	9.94K	457.3K	-13.33K	-57.28%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	10.03K	458.35K	5.25K	+109.52%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	9.28K	424K	-1.83K	-16.49%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.21%	7.52K	343.38K	7.52K	+100.00%
Dec 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.2%	7.41K	340.28K	213	+2.96%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	7.09K	324K	1.46K	+25.86%
Dec 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.17%	6.38K	291.3K	6.38K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	6.8K	310.49K	2.55K	+60.12%
Dec 31, 2025	INDEPENDENCE ASSET ADVISORS, LLC	0.15%	5.39K	246.17K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	4.99K	227.76K	4.99K	+100.00%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.02%	969	44.26K	0	0
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.03%	969	44.93K	0	0
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	10.4%	361.19K	16.75M	27.65K	+8.29%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	3.73%	129.37K	6M	97.51K	+306.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-312	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	35	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	36	1.67K	36	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.71%	59.32K	2.75M	-30.83K	-34.20%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.94%	67.22K	3.12M	667	+1.00%
Sep 30, 2025	PICTET NORTH AMERICA ADVISORS SA	28.62%	993.69K	46.08M	137.19K	+16.02%
Sep 30, 2025	UBS GROUP AG	0%	98	4.54K	98	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	173	8.02K	-206	-54.35%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	229	10.6K	4	+1.78%
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	319	14.78K	319	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.02%	595	27.61K	88	+17.36%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.04%	1.31K	60.68K	23	+1.79%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	4.25K	196.84K	-23	-0.54%
Sep 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.14%	4.88K	226.1K	0	0
Sep 30, 2025	INDEPENDENCE ASSET ADVISORS, LLC	0.16%	5.39K	248.61K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	5.64K	261K	5.64K	+100.00%
Sep 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.2%	7.11K	329.83K	2.71K	+61.62%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	11.11K	515K	-9.89K	-47.10%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	15.52K	719.49K	889	+6.08%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.54%	18.81K	872.27K	5.43K	+40.55%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	4.79K	222K	4.79K	+100.00%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.21%	7.2K	333.74K	127	+1.80%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	0.67%	23.28K	1.07M	239	+1.04%
Sep 30, 2025	ROYAL BANK OF CANADA	1.98%	68.7K	3.19M	11.45K	+20.01%
Sep 30, 2025	LPL FINANCIAL LLC	4.56%	158.4K	7.35M	-3.93K	-2.42%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.96%	33.34K	1.55M	-2.14K	-6.02%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.98%	33.94K	1.57M	-367	-1.07%
Sep 30, 2025	IFP ADVISORS, INC	1.04%	35.99K	1.67M	-62.98K	-63.64%
Sep 30, 2025	BANQUE PICTET & CIE SA	1.1%	38.13K	1.77M	9.29K	+32.23%
Sep 30, 2025	JANE STREET GROUP, LLC	1.18%	41.04K	1.9M	41.04K	+100.00%
Sep 30, 2025	BETA WEALTH GROUP, INC.	1.21%	41.92K	1.94M	41.92K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	45.33K	2.1M	-1.77K	-3.75%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.09%	72.68K	3.37M	8.24K	+12.79%
Sep 30, 2025	CROBAN	3.55%	123.14K	5.71M	23.42K	+23.48%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-45	-100.00%
Sep 30, 2025	WT WEALTH MANAGEMENT	3.71%	128.72K	5.97M	5.18K	+4.19%
Sep 30, 2025	FOREFRONT ANALYTICS, LLC	0%	0	-	-99.73K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.64%	57.11K	2.65M	-43.32K	-43.14%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1%	34.3K	1.58M	3.57K	+11.62%
Jun 30, 2025	SK WEALTH MANAGEMENT, LLC	0.67%	23.04K	1.05M	838	+3.77%
Jun 30, 2025	CROBAN	2.9%	99.73K	4.6M	-38.22K	-27.71%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	9.7%	333.54K	15.37M	-132.54K	-28.44%
Jun 30, 2025	BAR HARBOR WEALTH MANAGEMENT	0.14%	4.88K	224.74K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	14.63K	674.14K	14.63K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	21K	968K	-16.15K	-43.47%
Jun 30, 2025		0.67%	23.04K	1.05M	838	+3.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.37%	47.1K	2.17M	-1.93K	-3.94%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.87%	64.44K	2.97M	20.23K	+45.76%
Jun 30, 2025	ROYAL BANK OF CANADA	1.67%	57.24K	2.64M	5.19K	+9.97%
Jun 30, 2025	IFP ADVISORS, INC	2.88%	98.96K	4.56M	-21.59K	-17.91%
Jun 30, 2025	JPMORGAN CHASE & CO	2.92%	100.43K	4.63M	19.69K	+24.38%
Jun 30, 2025	LPL FINANCIAL LLC	4.72%	162.33K	7.48M	-1.4K	-0.86%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-87	-100.00%
Jun 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0%	0	-	-28.51K	-100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-1	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	35	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	45	2.07K	0	0
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.04%	1.29K	59.25K	22	+1.74%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	4.27K	196.71K	4.27K	+100.00%
Jun 30, 2025	GREENWOOD CAPITAL ASSOCIATES LLC	0.13%	4.4K	202.84K	4.4K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-48.82K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-124.21K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	225	10.35K	4	+1.81%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	312	14.38K	312	+100.00%
Jun 30, 2025	INDEPENDENCE ASSET ADVISORS, LLC	0.16%	5.39K	247.02K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.39%	13.38K	616.91K	-882	-6.18%
Jun 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.21%	7.07K	325.88K	115	+1.65%
Jun 30, 2025	BANQUE PICTET & CIE SA	0.84%	28.84K	1.33M	820	+2.93%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.93%	31.86K	1.47M	3.95K	+14.15%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.03%	35.48K	1.64M	-2.13K	-5.67%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-31	-100.00%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0%	0	-	-56K	-100.00%
Jun 30, 2025	WT WEALTH MANAGEMENT	3.59%	123.54K	5.69M	587	+0.48%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	379	17.47K	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	507	23.37K	-1	-0.20%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.03%	969	44.66K	969	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.94%	66.55K	3.07M	19.38K	+41.08%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.62%	90.14K	4.15M	8.72K	+10.70%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	2.9%	99.73K	4.6M	99.73K	+100.00%
Jun 30, 2025	PICTET NORTH AMERICA ADVISORS SA	24.92%	856.5K	39.48M	32.14K	+3.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.15%	44.21K	1.97M	-6.08K	-12.10%
Mar 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.18%	6.96K	310.53K	87	+1.27%
Mar 31, 2025	LPL FINANCIAL LLC	4.25%	163.73K	7.31M	51.91K	+46.42%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	1.45%	56K	2.5M	56K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.35%	52.05K	2.32M	8.9K	+20.62%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.27%	49.03K	2.19M	358	+0.74%
Mar 31, 2025	JANE STREET GROUP, LLC	1.27%	48.82K	2.18M	27.95K	+133.91%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.22%	47.17K	2.11M	1.77K	+3.89%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.98%	37.61K	1.68M	4	+0.01%
Mar 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.74%	28.51K	1.27M	28.51K	+100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	25	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	3.23%	124.21K	5.55M	124.21K	+100.00%
Mar 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-254	-100.00%
Mar 31, 2025	INDEPENDENCE ASSET ADVISORS, LLC	0.14%	5.39K	239.45K	0	0
Mar 31, 2025	BANQUE PICTET & CIE SA	0.73%	28.02K	1.25M	2.96K	+11.82%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.72%	27.91K	1.25M	20.88K	+296.77%
Mar 31, 2025		0.58%	22.2K	981.03K	1.02K	+4.81%
Mar 31, 2025	BAR HARBOR WEALTH MANAGEMENT	0.13%	4.88K	217.71K	0	0
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.03%	1.26K	56.46K	15	+1.20%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	379	17.28K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	221	9.86K	3	+1.38%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.37%	14.27K	636.98K	14.27K	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	87	3.89K	87	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.01%	508	22.68K	417	+458.24%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	45	2.03K	45	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	31	1.38K	-407	-92.92%
Mar 31, 2025	PICTET NORTH AMERICA ADVISORS SA	21.41%	824.37K	36.81M	176.65K	+27.27%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	33	0	0
Mar 31, 2025	IFP ADVISORS, INC	3.13%	120.55K	5.38M	1.33K	+1.12%
Mar 31, 2025	WT WEALTH MANAGEMENT	3.19%	122.95K	5.49M	-28.37K	-18.75%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.96%	37.15K	1.66M	2.08K	+5.92%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.8%	30.73K	1.37M	-153	-0.50%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.11%	81.43K	3.64M	81.43K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	2.1%	80.74K	3.61M	60.47K	+298.20%

Frequently Asked Questions