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

Who are the major shareholders selling iShares MSCI Global Silver and Metals Miners ETF stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in SLVP by -8.59% restricting it's holding to 123.31 thousand shares of worth nearly $3.80M. AMERIPRISE FINANCIAL INC also lessened -31.37% of the SLVP shares from its portfolio, reducing its holding to 176.68 thousand shares of worth $5.45M. STONEX GROUP INC. also shunned SLVP shares holding by -2.47% last quarter which brought its holding to 33.2 thousand shares worth $1.02M.

Investors who are buying SLVP stock?

As per its latest 13F filing, CITADEL ADVISORS LLC increased its stake in SLVP by 36.55% in the last quarter. The institutional holder raised its holding to 117.3 thousand shares having worth more than $3.62M. MCIA INC also added 1.54% more shares of SLVP to its portfolio, raising its holding to 33.26 thousand shares of worth $1.03M. IMC-CHICAGO, LLC also increased its SLVP shares holding by 100% which brought its holding to 46.15 thousand shares worth $1.42M.

SLVP's major insiders: who are they?

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

Did an insider recently sell SLVP stock?

Company executives, directors, and other insiders own N/A percent of iShares MSCI Global Silver and Metals Miners ETF's stock. Within the last six months, there have been 0 transaction(s) in which SLVP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SLVP stock?

There have been 0 transaction(s) during the past 6-months in which iShares MSCI Global Silver and Metals Miners ETF insiders have bought stock, totalling 0 shares

How much of SLVP does insiders own?

Around 0 iShares MSCI Global Silver and Metals Miners ETF shares are held by insiders, which represents about N/A of SLVP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SLVP?

JOHNSON INVESTMENT COUNSEL INC is the largest institutional owner in SLVP which holds 70 thousand shares worth $2.16M or 0.26% of the total SLVP shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 123.31 thousand shares representing 0.45% of the SLVP ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 176.68 thousand shares or 0.65% of the ownership worth more than $5.45M.

Is iShares MSCI Global Silver and Metals Miners 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 SLVP is concerned, it is a stock which is optionable.

Is there a short position on SLVP's shares?

Number of SLVP 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 SLVP shares are there?

As of today, null shares of SLVP are outstanding.

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

SLVP 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 SLVP is null.

iShares MSCI Global Silver and Metals Miners ETF (SLVP) 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. JOHNSON INVESTMENT COUNSEL INC is the top corporate investor, holding 70K shares valued at $2.16M. A 0.26% stake in iShares MSCI Global Silver and Metals Miners ETF is owned by the company. BANK OF AMERICA CORP /DE/ owns 123.31K shares valued at $3.80M, which translates its holding of 0.45% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.26%	70K	2.16M	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.45%	123.31K	3.8M	-11.59K	-8.59%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.65%	176.68K	5.45M	-80.75K	-31.37%
Jun 30, 2026	CITADEL ADVISORS LLC	0.43%	117.3K	3.62M	31.4K	+36.55%
Jun 30, 2026	STONEX GROUP INC.	0.12%	33.2K	1.02M	-841	-2.47%
Jun 30, 2026	MCIA INC	0.12%	33.26K	1.03M	504	+1.54%
Jun 30, 2026	BELVEDERE TRADING LLC	0.14%	36.93K	1.14M	-120.68K	-76.57%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.14%	37.05K	1.14M	-6.22K	-14.38%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	43.99K	1.36M	-564	-1.27%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.17%	46.05K	1.42M	-12.4K	-21.22%
Jun 30, 2026	IMC-CHICAGO, LLC	0.17%	46.15K	1.42M	46.15K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.18%	49.82K	1.54M	8.06K	+19.29%
Jun 30, 2026	RFG ADVISORY, LLC	0.21%	56.41K	1.74M	56.41K	+100.00%
Jun 30, 2026	LANE GENERATIONAL LLC	0.21%	57.17K	1.76M	28.34K	+98.33%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.22%	60.21K	1.86M	-155	-0.26%
Jun 30, 2026	TURNING POINT BENEFIT GROUP, INC.	0.24%	65.07K	2.01M	15.67K	+31.72%
Jun 30, 2026	CAPITAL WEALTH ALLIANCE, LLC	0.26%	69.87K	2.15M	-198	-0.28%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.33%	90.42K	2.8M	84.86K	+1,525.07%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.11%	28.88K	890.33K	-5.7K	-16.48%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.12%	32.97K	1.02M	32.97K	+100.00%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.67%	184.1K	5.67M	-1	0.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.02%	7.21K	222.35K	-3.05K	-29.72%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.02%	7.35K	226.64K	7.35K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.03%	7.88K	242.94K	-142	-1.77%
Jun 30, 2026	ONEASCENT FAMILY OFFICE, LLC	0.03%	8.7K	268.22K	8.7K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.03%	8.82K	271.92K	8.82K	+100.00%
Jun 30, 2026	TIGEROAK MANAGEMENT, L.L.C.	0.03%	9K	277.47K	0	0
Jun 30, 2026	CIBC WORLD MARKET INC.	0.03%	9.4K	289.8K	545	+6.15%
Jun 30, 2026	ALLIANZ SE	0.03%	9.83K	303K	1.76K	+21.86%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	10K	308.3K	10K	+100.00%
Jun 30, 2026	BALDWIN BROTHERS LLC/MA	0.03%	10.61K	327.11K	0	0
Jun 30, 2026	DAVID R. RAHN & ASSOCIATES INC.	0.04%	10.94K	337.37K	-7.65K	-41.14%
Jun 30, 2026	US BANCORP \DE\	0.04%	11.37K	350.6K	0	0
Jun 30, 2026	PKS ADVISORY SERVICES, LLC	0.04%	11.43K	352.41K	11.43K	+100.00%
Jun 30, 2026	GK WEALTH MANAGEMENT LLC	0.04%	11.8K	363.84K	11.8K	+100.00%
Jun 30, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.05%	12.79K	394.22K	557	+4.55%
Jun 30, 2026	SFG WEALTH MANAGEMENT, LLC.	0.06%	15.81K	487.5K	1.41K	+9.81%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.36%	97.63K	3.01M	-19.92K	-16.94%
Jun 30, 2026	UBS GROUP AG	0.42%	115.79K	3.57M	-309.32K	-72.76%
Jun 30, 2026		0.44%	136.77K	4.14M	9.65K	+7.59%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	187.22K	5.77M	-10.06K	-5.10%
Jun 30, 2026	SYSTELLIGENCE, LLC	0.83%	227.33K	7.01M	37.52K	+19.77%
Jun 30, 2026	FIELDER CAPITAL GROUP LLC	1.29%	351.5K	10.84M	14.85K	+4.41%
Jun 30, 2026	JANE STREET GROUP, LLC	0.05%	12.7K	391.54K	4.1K	+47.67%
Jun 30, 2026	SIMPLEX TRADING, LLC	0.06%	17.39K	536.2K	-106.54K	-85.97%
Jun 30, 2026	ENTRUITY WEALTH, LLC	0.07%	17.93K	552.63K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	1.81%	493.34K	15.21M	-59.78K	-10.81%
Jun 30, 2026	180 WEALTH ADVISORS, LLC	1.92%	524.85K	16.18M	-3.52K	-0.67%
Jun 30, 2026	MORGAN STANLEY	1.95%	532.32K	16.41M	97.28K	+22.36%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.07%	19.55K	602.84K	5.55K	+39.64%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.1%	26.4K	813.91K	0	0
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.1%	26.52K	817.58K	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	26.88K	828.64K	-3.69K	-12.08%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.14%	37.51K	1.16M	5.95K	+18.86%
Jun 30, 2026	ROYAL BANK OF CANADA	0.15%	39.66K	1.22M	6.25K	+18.71%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	64.15K	1.98M	-18.24K	-22.14%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	65.73K	2.03M	-399	-0.60%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.27%	72.3K	2.23M	-18.68K	-20.53%
Jun 30, 2026	GTS SECURITIES LLC	0.4%	108.03K	3.33M	7.01K	+6.94%
Jun 30, 2026	PORTFOLIO STRATEGIES, INC.	0.08%	21.79K	671.79K	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.11%	28.64K	883.03K	755	+2.71%
Jun 30, 2026	ASSET ONE WEALTH MANAGEMENT LLC	0.5%	136.77K	4.14M	9.65K	+7.59%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.06%	17.58K	541.96K	-8.52K	-32.65%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.25%	257.43K	9.12M	120.06K	+87.40%
Mar 31, 2026	FIELDER CAPITAL GROUP LLC	1.24%	336.65K	11.94M	-276.76K	-45.12%
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.06%	12.23K	433.68K	12.23K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.1%	27.89K	988.87K	14.92K	+114.98%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	82.39K	2.92M	67.31K	+446.48%
Mar 31, 2026	LANE GENERATIONAL LLC	0.11%	28.82K	1.02M	-3.55K	-10.98%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.34%	90.98K	3.23M	58K	+175.86%
Mar 31, 2026	ENTRUITY WEALTH, LLC	0.07%	17.93K	635.62K	0	0
Mar 31, 2026	GROUP ONE TRADING, L.P.	0.07%	18.07K	640.69K	17.01K	+1,612.61%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	41.76K	1.48M	-10.68K	-20.37%
Mar 31, 2026	GTS SECURITIES LLC	0.37%	101.02K	3.58M	70.32K	+229.06%
Mar 31, 2026	SYSTELLIGENCE, LLC	0.7%	189.81K	6.73M	189.81K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	2.04%	553.11K	19.61M	122.27K	+28.38%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	15.8K	560.27K	15.8K	+100.00%
Mar 31, 2026	DAVID R. RAHN & ASSOCIATES INC.	0.07%	18.59K	659.31K	-21.64K	-53.79%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.1%	26.1K	925.54K	26.1K	+100.00%
Mar 31, 2026	MARSHALL WACE, LLP	0.05%	14.78K	524.17K	14.78K	+100.00%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.1%	26.4K	936.14K	400	+1.54%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.1%	26.52K	1.01M	0	0
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.68%	184.1K	6.53M	6.51K	+3.67%
Mar 31, 2026	MORGAN STANLEY	1.6%	435.05K	15.43M	-28.83K	-6.21%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	34.58K	1.23M	-54.92K	-61.37%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	197.28K	7M	126.4K	+178.33%
Mar 31, 2026	UBS GROUP AG	1.57%	425.11K	15.07M	227.57K	+115.20%
Mar 31, 2026	PORTFOLIO STRATEGIES, INC.	0.08%	21.79K	772.67K	4.25K	+24.21%
Mar 31, 2026	MCIA INC	0.12%	32.76K	1.22M	12.61K	+62.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.5%	134.9K	4.78M	-64.13K	-32.22%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.05%	14K	496.55K	445	+3.28%
Mar 31, 2026	STONEX GROUP INC.	0.13%	34.04K	1.21M	1.27K	+3.86%
Mar 31, 2026	180 WEALTH ADVISORS, LLC	1.95%	528.37K	18.74M	-3.8K	-0.71%
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.1%	27.02K	957.95K	27.02K	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.11%	30.57K	1.08M	30.57K	+100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.12%	31.56K	1.12M	5.92K	+23.09%
Mar 31, 2026	ROYAL BANK OF CANADA	0.12%	33.41K	1.19M	-5.57K	-14.29%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.16%	43.27K	1.53M	-179.42K	-80.57%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	58.45K	2.07M	7.56K	+14.86%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.22%	60.37K	2.14M	-433	-0.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.24%	66.13K	2.34M	31.26K	+89.67%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.26%	70K	2.48M	10K	+16.67%
Mar 31, 2026	CAPITAL WEALTH ALLIANCE, LLC	0.26%	70.07K	2.48M	-943	-1.33%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.43%	117.55K	4.17M	19.47K	+19.85%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.46%	123.94K	4.39M	40.75K	+48.98%
Mar 31, 2026	CITADEL ADVISORS LLC	0.32%	85.9K	3.05M	32.7K	+61.47%
Mar 31, 2026	BELVEDERE TRADING LLC	0.58%	157.61K	5.59M	29.36K	+22.90%
Mar 31, 2026		0.47%	127.12K	4.72M	1.84K	+1.47%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.03%	6.38K	226.16K	-8.18K	-56.19%
Mar 31, 2026	ACCORDANT ADVISORY GROUP INC	0.03%	6.78K	240.35K	-1.94K	-22.24%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	7.51K	9.01K	1.9K	+33.77%
Mar 31, 2026	MARINER, LLC	0.04%	7.65K	271.11K	7.65K	+100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.04%	7.68K	272.32K	-3.65K	-32.22%
Mar 31, 2026	DISCIPLINE WEALTH SOLUTIONS, LLC	0.04%	8.01K	283.86K	8.01K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.04%	8.02K	284.45K	746	+10.25%
Mar 31, 2026	ALLIANZ SE	0.04%	8.07K	285.99K	0	0
Mar 31, 2026	CIBC WORLD MARKET INC.	0.04%	8.86K	314K	-670	-7.03%
Mar 31, 2026	TIGEROAK MANAGEMENT, L.L.C.	0.04%	9K	319.14K	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.05%	10.26K	363.89K	1.32K	+14.79%
Mar 31, 2026	BALDWIN BROTHERS LLC/MA	0.05%	10.61K	376.23K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	44.56K	1.58M	-76.03K	-63.05%
Mar 31, 2026	SFG WEALTH MANAGEMENT, LLC.	0.05%	14.4K	510.62K	14.4K	+100.00%
Mar 31, 2026	TURNING POINT BENEFIT GROUP, INC.	0.18%	49.4K	1.81M	-38.24K	-43.64%
Mar 31, 2026	HRT FINANCIAL LP	0.1%	26.19K	928K	26.19K	+100.00%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.29%	60.8K	2.08M	36	+0.06%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.86%	177.59K	6.09M	177.59K	+100.00%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.18%	37.25K	1.28M	-7.41K	-16.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	12.97K	444.55K	3.95K	+43.78%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.43%	89.5K	3.07M	38.39K	+75.13%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.13%	26K	891.02K	0	0
Dec 31, 2025	ENTRUITY WEALTH, LLC	0.09%	17.93K	614.29K	0	0
Dec 31, 2025	PORTFOLIO STRATEGIES, INC.	0.08%	17.54K	601.2K	-800	-4.36%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.05%	9.53K	326.42K	9.53K	+100.00%
Dec 31, 2025	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.04%	9.18K	314.56K	0	0
Dec 31, 2025	TIGEROAK MANAGEMENT, L.L.C.	0.04%	9K	308.43K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	8.94K	306.37K	522	+6.20%
Dec 31, 2025	ACCORDANT ADVISORY GROUP INC	0.04%	8.72K	298.7K	221	+2.60%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.04%	8.36K	286.57K	8.36K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.34%	70.52K	2.42M	70.52K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	15.08K	516.66K	15.08K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.07%	13.56K	464.64K	13.56K	+100.00%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.06%	13.24K	453.74K	13.24K	+100.00%
Dec 31, 2025	SOUTH SHORE CAPITAL ADVISORS	0.06%	12K	411.24K	12K	+100.00%
Dec 31, 2025	US BANCORP \DE\	0.06%	11.37K	389.72K	11.37K	+100.00%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.05%	10.43K	357.54K	-1.49K	-12.50%
Dec 31, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.05%	9.75K	334K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	14.56K	498.94K	14.56K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.66%	137.37K	4.71M	125.73K	+1,080.08%
Dec 31, 2025		0.61%	125.28K	4.79M	125.28K	+100.00%
Dec 31, 2025	FIELDER CAPITAL GROUP LLC	2.97%	613.4K	21.02M	-187.77K	-23.44%
Dec 31, 2025	180 WEALTH ADVISORS, LLC	2.58%	532.17K	18.24M	205	+0.04%
Dec 31, 2025	MORGAN STANLEY	2.25%	463.88K	15.9M	36.55K	+8.55%
Dec 31, 2025	LPL FINANCIAL LLC	2.09%	430.84K	14.76M	123.75K	+40.30%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.08%	222.69K	7.63M	-31K	-12.22%
Dec 31, 2025	KOVACK ADVISORS, INC.	1.04%	215.31K	7.38M	215.31K	+100.00%
Dec 31, 2025	TURNING POINT BENEFIT GROUP, INC.	0.42%	87.64K	3M	5.04K	+6.10%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.4%	83.19K	2.85M	81.32K	+4,358.15%
Dec 31, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.34%	71.01K	3.03M	-504	-0.70%
Dec 31, 2025	J. GOLDMAN & CO LP	0.3%	61.07K	2.09M	61.07K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.96%	199.03K	6.82M	101.45K	+103.97%
Dec 31, 2025	CITADEL ADVISORS LLC	0.26%	53.2K	1.82M	44K	+478.26%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	70.88K	2.43M	60.13K	+559.34%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.29%	60K	2.06M	34.39K	+134.24%
Dec 31, 2025	BARCLAYS PLC	0.28%	57.33K	1.96M	57.33K	+100.00%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.05%	11.33K	388.27K	185	+1.66%
Dec 31, 2025	BLUESPHERE ADVISORS, LLC	0.05%	10.92K	374.18K	10.92K	+100.00%
Dec 31, 2025	BALDWIN BROTHERS LLC/MA	0.05%	10.61K	363.61K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	52.44K	1.8M	37.43K	+249.36%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.47%	98.07K	3.36M	-3.54K	-3.48%
Dec 31, 2025	BELVEDERE TRADING LLC	0.62%	128.25K	4.4M	126.08K	+5,804.56%
Dec 31, 2025	ALLIANZ SE	0.04%	8.07K	276.39K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	17.67K	605.38K	0	0
Dec 31, 2025	UBS GROUP AG	0.96%	197.54K	6.77M	163.76K	+484.81%
Dec 31, 2025	JANE STREET GROUP, LLC	0.77%	159.09K	5.45M	159.09K	+100.00%
Dec 31, 2025	STONEX GROUP INC.	0.16%	32.78K	1.12M	-11.42K	-25.84%
Dec 31, 2025	LANE GENERATIONAL LLC	0.16%	32.38K	1.11M	0	0
Dec 31, 2025	GTS SECURITIES LLC	0.15%	30.7K	1.05M	30.7K	+100.00%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.13%	26.52K	908.81K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.12%	25.64K	878.72K	11.77K	+84.89%
Dec 31, 2025	MCIA INC	0.1%	20.15K	950.68K	20.15K	+100.00%
Dec 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.72%	149.07K	5.11M	149.07K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.58%	120.59K	4.13M	120.43K	+74,800.62%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	50.89K	1.74M	-93.44K	-64.74%
Dec 31, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.19%	40.23K	1.38M	-537	-1.32%
Dec 31, 2025	ROYAL BANK OF CANADA	0.19%	38.98K	1.34M	5.11K	+15.09%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	34.86K	1.19M	7.49K	+27.36%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	32.98K	1.13M	8.92K	+37.10%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.07%	13.87K	379.57K	3.77K	+37.35%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	15.01K	410.84K	-497	-3.20%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	17.67K	483.49K	3K	+20.46%
Sep 30, 2025	ENTRUITY WEALTH, LLC	0.09%	17.93K	490.61K	0	0
Sep 30, 2025	PORTFOLIO STRATEGIES, INC.	0.09%	18.34K	502.05K	7.85K	+74.78%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	24.06K	588.8K	2.59K	+12.09%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.13%	25.62K	701.08K	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.13%	26K	711.62K	26K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.13%	26.52K	725.83K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	27.38K	749.26K	4.29K	+18.56%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.16%	31.4K	859.42K	31.4K	+100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	1.87K	51K	33	+1.80%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.02%	3.24K	88.47K	0	0
Sep 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0.02%	3.5K	95.8K	782	+28.77%
Sep 30, 2025	CWM, LLC	0.02%	3.5K	96K	2.23K	+176.03%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	4K	109.48K	4K	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.03%	5.4K	147.66K	-984	-15.43%
Sep 30, 2025	COMERICA BANK	0.03%	5.94K	162.69K	5.82K	+4,693.55%
Sep 30, 2025	MAIN STREET GROUP, LTD	0.01%	1.59K	43.52K	0	0
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.01%	1.4K	38.32K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0.01%	1.26K	34.37K	0	0
Sep 30, 2025	STONEX GROUP INC.	0.22%	44.2K	1.21M	28	+0.06%
Sep 30, 2025	PRIVATE ADVISORY GROUP LLC	0.06%	11.92K	326.36K	11.92K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.73%	144.33K	3.95M	13.9K	+10.66%
Sep 30, 2025	MORGAN STANLEY	2.16%	427.33K	11.7M	90.09K	+26.71%
Sep 30, 2025	FIELDER CAPITAL GROUP LLC	4.04%	801.18K	21.93M	-105.76K	-11.66%
Sep 30, 2025	CITY STATE BANK	0.01%	1.13K	30.79K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	1.02K	27.97K	420	+69.77%
Sep 30, 2025	BOGART WEALTH, LLC	0.01%	1K	27.37K	1K	+100.00%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	2.81%	531.97K	14.56M	19.74K	+3.85%
Sep 30, 2025	LPL FINANCIAL LLC	1.55%	307.09K	8.41M	10.08K	+3.39%
Sep 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.36%	71.52K	1.96M	4.61K	+6.89%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.31%	60.77K	1.65M	712	+1.19%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.26%	51.11K	1.4M	4.63K	+9.96%
Sep 30, 2025	ALLIANZ SE	0.04%	8.07K	220.74K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	8.42K	230.4K	8.42K	+100.00%
Sep 30, 2025	ACCORDANT ADVISORY GROUP INC	0.04%	8.5K	232.51K	-4.41K	-34.17%
Sep 30, 2025	BELVEDERE TRADING LLC	0.04%	8.6K	235.38K	8K	+1,333.33%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.02%	3K	82.71K	3K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	2.32K	63.54K	185	+8.66%
Sep 30, 2025	TIGEROAK MANAGEMENT, L.L.C.	0.05%	9K	246.33K	9K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	9.02K	246.93K	9.02K	+100.00%
Sep 30, 2025	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.05%	9.18K	251.23K	9.18K	+100.00%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.05%	9.56K	261.74K	-9.83K	-50.69%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	11.64K	318.61K	-206.67K	-94.67%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	9.2K	251.8K	9.2K	+100.00%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.51%	101.61K	2.78M	11.09K	+12.24%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.49%	97.58K	2.67M	-43.24K	-30.71%
Sep 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0.42%	82.6K	2.28M	20.66K	+33.35%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.51%	101.63K	2.78M	21.5K	+26.84%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.28%	253.69K	6.94M	16.87K	+7.13%
Sep 30, 2025	FMR LLC	0.01%	2.24K	61.22K	1.73K	+342.97%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	2K	54.74K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	1.99K	54.49K	1.99K	+49,675.00%
Sep 30, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.05%	9.75K	266K	0	0
Sep 30, 2025	LANE GENERATIONAL LLC	0.16%	32.38K	886.19K	-3.59K	-9.98%
Sep 30, 2025	UBS GROUP AG	0.17%	33.78K	924.5K	27	+0.08%
Sep 30, 2025	ROYAL BANK OF CANADA	0.17%	33.87K	927K	-737	-2.13%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.18%	35.08K	960.17K	100	+0.29%
Sep 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.21%	40.77K	1.12M	13.27K	+48.23%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.23%	44.66K	1.22M	-7.13K	-13.76%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.05%	10K	271K	10K	+100.00%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	0.05%	10.61K	290.4K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	10.75K	294K	605	+5.96%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.06%	11.15K	305.03K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	14.67K	261.18K	14.67K	+100.00%
Jun 30, 2025	WINNOW WEALTH LLC	0.18%	12.91K	229.84K	12.91K	+100.00%
Jun 30, 2025	ENTRUITY WEALTH, LLC	0.25%	17.93K	319.24K	0	0
Jun 30, 2025	SIMPLEX TRADING, LLC	0.03%	1.83K	32K	1.83K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	2.14K	38.05K	542	+34.00%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.05%	3.24K	58.3K	9	+0.28%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.09%	6.38K	113.61K	6.38K	+100.00%
Jun 30, 2025	ALLIANZ SE	0.11%	8.07K	143.64K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	10.15K	181K	-23.28K	-69.65%
Jun 30, 2025	PORTFOLIO STRATEGIES, INC.	0.15%	10.5K	186.92K	10.5K	+100.00%
Jun 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0.87%	61.94K	1.1M	5.46K	+9.66%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	21.46K	382.22K	-6.98K	-24.53%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	15.51K	276.19K	5.08K	+48.67%
Jun 30, 2025	BELVEDERE TRADING LLC	0.24%	17.3K	308.11K	-4.6K	-21.00%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.27%	19.39K	345.37K	4.84K	+33.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	23.09K	411.24K	-2.25K	-8.87%
Jun 30, 2025	UBS GROUP AG	0.48%	33.75K	601.11K	1	0.00%
Jun 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.94%	66.91K	1.19M	11.23K	+20.17%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.13%	80.13K	1.43M	80.13K	+100.00%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	1.28%	90.53K	1.61M	14.35K	+18.84%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	10.5K	187.01M	10.5K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.98%	140.82K	2.51M	-283.86K	-66.84%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.07%	218.31K	3.89M	7.81K	+3.71%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	3.34%	236.82K	4.22M	52.67K	+28.60%
Jun 30, 2025	LPL FINANCIAL LLC	4.18%	297.02K	5.29M	30.42K	+11.41%
Jun 30, 2025	CANTOR FITZGERALD, L. P.	0.12%	8.6K	153.17K	8.6K	+100.00%
Jun 30, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.14%	9.75K	174K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.14%	10.1K	179.83K	4.85K	+92.58%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.36%	25.62K	456.2K	0	0
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.37%	26.52K	472.3K	-1.04K	-3.78%
Jun 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.39%	27.51K	489.86K	-106.28K	-79.44%
Jun 30, 2025	STONEX GROUP INC.	0.62%	44.17K	786.69K	2.12K	+5.03%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.65%	46.48K	828K	46.48K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.84%	130.43K	2.32M	45.62K	+53.80%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	7.21%	512.23K	9.12M	15.4K	+3.10%
Jun 30, 2025	WHITTIER TRUST CO	0.02%	1.26K	22.41K	0	0
Jun 30, 2025	CWM, LLC	0.02%	1.27K	23K	1.27K	+100.00%
Jun 30, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0%	318	5.67K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	372	6.63K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	382	6.8K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	500	8.91K	0	0
Jun 30, 2025	FMR LLC	0.01%	505	8.99M	127	+33.60%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	800	14.25K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	1K	17.71K	0	0
Jun 30, 2025	CITY STATE BANK	0.02%	1.13K	20.04K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.49%	34.6K	617K	2.85K	+8.97%
Jun 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0.04%	2.72K	48.41K	2.72K	+100.00%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	0.15%	10.61K	188.96K	0	0
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.16%	11.15K	198.49K	29	+0.26%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.17%	11.96K	212.94K	11.96K	+100.00%
Jun 30, 2025		0.18%	12.91K	229.84K	12.91K	+100.00%
Jun 30, 2025	ACCORDANT ADVISORY GROUP INC	0.18%	12.91K	229.84K	12.91K	+100.00%
Jun 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0%	250	4.45K	0	0
Jun 30, 2025	MAIN STREET GROUP, LTD	0.02%	1.59K	28.32K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	2K	35.62K	2K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.49%	34.98K	623.01K	34.98K	+100.00%
Jun 30, 2025	LANE GENERATIONAL LLC	0.51%	35.97K	640.59K	0	0
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.73%	51.79K	922.38K	6.17K	+13.51%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.85%	60.05K	1.07M	7.27K	+13.78%
Jun 30, 2025	MORGAN STANLEY	4.75%	337.24K	6.01B	65.18K	+23.96%
Jun 30, 2025	FIELDER CAPITAL GROUP LLC	12.77%	906.93K	16.15M	-50.66K	-5.29%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	1.4K	24.93K	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	382	5.72K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.98%	424.68K	6.37M	303.2K	+249.61%
Mar 31, 2025	FMR LLC	0.01%	378	5.67K	272	+256.60%
Mar 31, 2025		0.25%	17.42K	261.13K	17.42K	+100.00%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.2%	14.55K	218.11K	-518	-3.44%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	13.4K	200.92K	13.4K	+100.00%
Mar 31, 2025	MORGAN STANLEY	3.83%	272.06K	4.08M	-284.05K	-51.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	28.44K	426.26K	7.93K	+38.67%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.64%	45.63K	683.92K	45.63K	+100.00%
Mar 31, 2025	LANE GENERATIONAL LLC	0.51%	35.97K	539.16K	0	0
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.39%	27.56K	424.73K	-1.21K	-4.21%
Mar 31, 2025	SALOMON & LUDWIN, LLC	0.05%	3.23K	48.45K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.59K	23.9K	-1.69K	-51.46%
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	1.47%	104.42K	1.57M	102.13K	+4,455.93%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	33.42K	501K	17.32K	+107.58%
Mar 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.36%	25.62K	383.97K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	500	7.5K	500	+100.00%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	1.07%	76.18K	1.14M	25.04K	+48.98%
Mar 31, 2025	FIELDER CAPITAL GROUP LLC	13.49%	957.59K	14.35M	-13.89K	-1.43%
Mar 31, 2025	180 WEALTH ADVISORS, LLC	7%	496.83K	7.45M	13.37K	+2.77%
Mar 31, 2025	DAVID R. RAHN & ASSOCIATES INC.	1.88%	133.79K	2.01M	133.79K	+100.00%
Mar 31, 2025	ALLIANZ SE	0.11%	8.07K	120.89K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	1K	14.99K	1K	+100.00%
Mar 31, 2025	FIRST HORIZON ADVISORS, INC.	0.01%	787	11.8K	0	0
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.01%	500	7.5K	0	0
Mar 31, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.78%	55.68K	834.64K	-21.94K	-28.27%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.74%	52.78K	791.17K	-73	-0.14%
Mar 31, 2025	ROYAL BANK OF CANADA	0.45%	31.76K	477K	2.64K	+9.05%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.07%	5.24K	78.59K	0	0
Mar 31, 2025	MAIN STREET GROUP, LTD	0.02%	1.59K	23.84K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.19%	84.8K	1.27M	3.69K	+4.55%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	2.59%	184.15K	2.76M	41.28K	+28.89%
Mar 31, 2025	STONEX GROUP INC.	0.59%	42.06K	630.4K	42.06K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.48%	33.75K	505.91K	-28.45K	-45.74%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	25.34K	379.8K	25.34K	+100.00%
Mar 31, 2025	BELVEDERE TRADING LLC	0.31%	21.9K	328.28K	21.9K	+100.00%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.16%	11.12K	166.64K	-46.31K	-80.64%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	0.15%	10.61K	159.04K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	10.43K	156.37K	-1.22K	-10.47%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	574	8.6K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	800	11.99K	0	0
Mar 31, 2025	HOWE & RUSLING INC	0.01%	1K	14.99K	1K	+100.00%
Mar 31, 2025	CITY STATE BANK	0.02%	1.13K	16.86K	0	0
Mar 31, 2025	WHITTIER TRUST CO	0.02%	1.26K	18.87K	0	0
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	1.4K	20.99K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.96%	210.49K	3.16M	197.95K	+1,577.51%
Mar 31, 2025	LPL FINANCIAL LLC	3.75%	266.6K	4M	119.63K	+81.40%
Mar 31, 2025	JTC EMPLOYER SOLUTIONS TRUSTEE LTD	0.14%	9.75K	146K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	557	6.43K	0	0

Frequently Asked Questions