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

Who are the major shareholders selling PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock?

GATEWAY WEALTH PARTNERS, LLC, in the last quarter, reduced its stake in SMMU by -53.71% restricting it's holding to 80.46 thousand shares of worth nearly $4.06M. HIGHPOINT ADVISOR GROUP LLC also lessened -25.67% of the SMMU shares from its portfolio, reducing its holding to 97.18 thousand shares of worth $4.91M. CAPITAL ASSET ADVISORY SERVICES LLC also shunned SMMU shares holding by -6.98% last quarter which brought its holding to 157.02 thousand shares worth $7.93M.

Investors who are buying SMMU stock?

As per its latest 13F filing, MBM WEALTH CONSULTANTS, LLC increased its stake in SMMU by 15.63% in the last quarter. The institutional holder raised its holding to 92.08 thousand shares having worth more than $4.65M. SUMMIT FINANCIAL, LLC also added 41.97% more shares of SMMU to its portfolio, raising its holding to 75.83 thousand shares of worth $3.83M. ABLE FINANCIAL GROUP, LLC also increased its SMMU shares holding by 26.19% which brought its holding to 77.21 thousand shares worth $3.90M.

SMMU's major insiders: who are they?

The insider with the most stakes in SMMU is Empire Capital Management, L.L.C. , 10 percent owner at the company. Additionally, SMMU stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell SMMU stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund's stock. Within the last six months, there have been 0 transaction(s) in which SMMU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SMMU stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO Short Term Municipal Bond Active Exchange-Traded Fund insiders have bought stock, totalling 0 shares

How much of SMMU does insiders own?

Around 0 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares are held by insiders, which represents about N/A of SMMU stock.

Who is the insider with the largest stake?

SMMU 10 percent owner, Empire Capital Management, L.L.C. holds the largest portfolio of the company's shares. SMMU shares owned by Empire total nearly 1.83 million.

Which institution holds the most shares in SMMU?

MBM WEALTH CONSULTANTS, LLC is the largest institutional owner in SMMU which holds 92.08 thousand shares worth $4.65M or 0.4% of the total SMMU shares outstanding followed by SUMMIT FINANCIAL, LLC with ownership of 75.83 thousand shares representing 0.33% of the SMMU ownership. ABLE FINANCIAL GROUP, LLC is the third largest stakeholder with 77.21 thousand shares or 0.34% of the ownership worth more than $3.90M.

Is there a short position on SMMU's shares?

Number of SMMU 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 SMMU shares are there?

As of today, null shares of SMMU are outstanding.

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

SMMU 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 SMMU is null.

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) insider trading activity: Get Latest News Today

Q: Is PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 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 SMMU is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. MBM WEALTH CONSULTANTS, LLC is the top corporate investor, holding 92.08K shares valued at $4.65M. A 0.4% stake in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund is owned by the company. SUMMIT FINANCIAL, LLC owns 75.83K shares valued at $3.83M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MBM WEALTH CONSULTANTS, LLC	0.4%	92.08K	4.65M	12.44K	+15.63%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.33%	75.83K	3.83M	22.42K	+41.97%
Jun 30, 2026	ABLE FINANCIAL GROUP, LLC	0.34%	77.21K	3.9M	16.03K	+26.19%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.35%	80.46K	4.06M	-93.35K	-53.71%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.43%	97.18K	4.91M	-33.56K	-25.67%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.45%	102.36K	5.17M	10.58K	+11.53%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.46%	104.71K	5.29M	5.89K	+5.96%
Jun 30, 2026	CRUMLY & ASSOCIATES INC.	0.55%	124.28K	6.28M	19.19K	+18.26%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.56%	127.65K	6.45M	14.49K	+12.80%
Jun 30, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.61%	139.5K	7.04M	5.75K	+4.30%
Jun 30, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.69%	157.02K	7.93M	-11.78K	-6.98%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.62%	1.28M	64.76M	125.73K	+10.87%
Jun 30, 2026	STOKES CAPITAL ADVISORS, LLC	0.22%	50K	2.53M	10K	+25.00%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	52.47K	2.65M	4.54K	+9.47%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.29%	66K	3.33M	166	+0.25%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.58%	132.62K	6.7M	-123	-0.09%
Jun 30, 2026	DAVENPORT & CO LLC	0.25%	56.43K	2.85M	11.77K	+26.34%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.91%	207.75K	10.49M	-58.8K	-22.06%
Jun 30, 2026	UBS GROUP AG	0.22%	49.18K	2.48M	472	+0.97%
Jun 30, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.22%	48.74K	2.46M	-3.5K	-6.70%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.22%	48.27K	2.44M	24.28K	+101.24%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.2%	44.48K	2.25M	5.96K	+15.48%
Jun 30, 2026		0.5%	109.26K	5.52M	5.89K	+5.69%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.19%	42.8K	2.16M	5.98K	+16.24%
Jun 30, 2026	INSPIRION WEALTH ADVISORS, LLC	0.19%	42.11K	2.12M	600	+1.45%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.19%	42.03K	2.12M	7.47K	+21.63%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.19%	41.86K	2.11M	15.6K	+59.40%
Jun 30, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.19%	40.99K	2.07M	9.02K	+28.22%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.68%	612.12K	30.91M	-27.62K	-4.32%
Jun 30, 2026	LPL FINANCIAL LLC	2.63%	599.25K	30.26M	50.35K	+9.17%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.17%	495.51K	24.96M	-1.55K	-0.31%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.87%	427.46K	21.59M	109.41K	+34.40%
Jun 30, 2026	BILTMORE WEALTH MANAGEMENT, LLC	1.86%	424.58K	21.44M	6.05K	+1.45%
Jun 30, 2026	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.33%	75.77K	3.83M	-19.07K	-20.10%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.29%	65.01K	3.28M	9.91K	+17.98%
Jun 30, 2026	ODYSSEY GROUP, LLC	0.66%	149.34K	7.54M	149.34K	+100.00%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.69%	157.39K	7.95M	9.76K	+6.61%
Jun 30, 2026	JPMORGAN CHASE & CO	2.66%	606.47K	30.65M	-29.77K	-4.68%
Jun 30, 2026	TD CAPITAL MANAGEMENT LLC	1.76%	401.88K	20.29M	-972	-0.24%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.67%	380.33K	19.21M	102.89K	+37.09%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	1.18%	268.87K	13.58M	444	+0.17%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	73.06K	3.69M	15K	+25.84%
Jun 30, 2026	YHB INVESTMENT ADVISORS, INC.	0.3%	67.61K	3.41M	9.93K	+17.20%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.29%	66.9K	3.38M	17.19K	+34.57%
Jun 30, 2026	PAX FINANCIAL GROUP, LLC	0.18%	40.25K	2.03M	138	+0.34%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.02%	233K	11.77M	56.14K	+31.74%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	6.01%	1.37M	69.19M	211.64K	+18.27%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	4.61%	1.05M	53.06M	-5.48K	-0.52%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.29%	66K	3.33M	60.37K	+1,071.29%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.25%	57.44K	2.9M	-514	-0.89%
Jun 30, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.25%	56.77K	2.86M	-191	-0.34%
Jun 30, 2026	SITTNER & NELSON, LLC	0.26%	60.12K	3.04M	-23.37K	-27.99%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.64%	142.01K	7.17M	9.2K	+6.93%
Jun 30, 2026	KELMAN-LAZAROV, INC.	0.76%	172.33K	8.7M	11.22K	+6.97%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.75%	172.04K	8.69M	172.04K	+100.00%
Jun 30, 2026	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.71%	161.57K	8.16M	626	+0.39%
Jun 30, 2026	OPTIMUS CAPITAL ADVISORS, LLC	0.48%	109.26K	5.52M	5.89K	+5.69%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.27%	61.59K	3.11M	15.15K	+32.62%
Jun 30, 2026	MORGAN STANLEY	15.67%	3.57M	180.45M	283.72K	+8.63%
Jun 30, 2026	JOHN A. WOLFE & ASSOCIATES, INC.	1.77%	403.45K	20.37M	41.17K	+11.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.76%	402.34K	20.32M	12.36K	+3.17%
Mar 31, 2026	MBM WEALTH CONSULTANTS, LLC	0.35%	79.64K	4.02M	8.18K	+11.44%
Mar 31, 2026	SITTNER & NELSON, LLC	0.37%	83.49K	4.21M	-2.96K	-3.42%
Mar 31, 2026	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.71%	160.94K	8.12M	8.61K	+5.65%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.58%	132.81K	6.7M	106.16K	+398.32%
Mar 31, 2026	INSPIRION WEALTH ADVISORS, LLC	0.2%	41.51K	2.09M	0	0
Mar 31, 2026	DAVENPORT & CO LLC	0.21%	44.66K	2.25M	3.37K	+8.16%
Mar 31, 2026	TD CAPITAL MANAGEMENT LLC	1.77%	402.85K	20.32M	19.9K	+5.20%
Mar 31, 2026		0.45%	103.38K	5.22M	8.08K	+8.48%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.76%	173.81K	8.77M	96.44K	+124.66%
Mar 31, 2026	KELMAN-LAZAROV, INC.	0.71%	161.1K	8.13M	22.92K	+16.58%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.25%	56.96K	2.88M	-2.19K	-3.70%
Mar 31, 2026	YHB INVESTMENT ADVISORS, INC.	0.25%	57.69K	2.91M	9.36K	+19.37%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.25%	57.95K	2.92M	57.95K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	58.06K	2.93M	2.05K	+3.65%
Mar 31, 2026	ABLE FINANCIAL GROUP, LLC	0.27%	61.19K	3.09M	-170	-0.28%
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.29%	65.83K	3.32M	22.04K	+50.32%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.29%	66.56K	3.36M	66.56K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.4%	91.78K	4.63M	5.98K	+6.97%
Mar 31, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.74%	168.8K	8.53M	23.43K	+16.12%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.78%	176.86K	8.92M	26.84K	+17.89%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.22%	277.44K	14M	12.47K	+4.70%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.4%	318.04K	16.05M	18.42K	+6.15%
Mar 31, 2026	LPL FINANCIAL LLC	2.41%	548.9K	27.69M	44.37K	+8.79%
Mar 31, 2026	JPMORGAN CHASE & CO	2.8%	636.24K	32.07M	-191.18K	-23.11%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.81%	639.74K	32.28M	-55.88K	-8.03%
Mar 31, 2026	STONEBRIDGE FINANCIAL GROUP, LLC	4.64%	1.06M	53.29M	-7.55K	-0.71%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.22%	46.44K	2.34M	-1.63K	-3.38%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.21%	47.93K	2.42M	13.86K	+40.69%
Mar 31, 2026	UBS GROUP AG	0.21%	48.71K	2.46M	-5.39K	-9.97%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.71%	389.98K	19.67M	73.05K	+23.05%
Mar 31, 2026	BILTMORE WEALTH MANAGEMENT, LLC	1.84%	418.53K	21.11M	14.44K	+3.57%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.19%	497.06K	25.07M	-227.33K	-31.38%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.09%	1.16M	58.35M	64.88K	+5.94%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	5.09%	1.16M	58.44M	110.61K	+10.56%
Mar 31, 2026	MORGAN STANLEY	14.46%	3.29M	165.96M	366.8K	+12.55%
Mar 31, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.15%	31.97K	1.61M	400	+1.27%
Mar 31, 2026	EHRLICH FINANCIAL GROUP	0.16%	33.1K	1.67M	-3K	-8.31%
Mar 31, 2026	IAM ADVISORY, LLC	0.17%	34.48K	1.74M	862	+2.56%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.17%	34.56K	1.74M	10.88K	+45.97%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.17%	35.06K	1.77M	0	0
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	35.63K	1.8M	3.63K	+11.33%
Mar 31, 2026	SUMMIT FINANCIAL STRATEGIES, INC.	0.17%	35.95K	1.81M	3.2K	+9.75%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	36.82K	1.86M	-1.6K	-4.17%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	39.35K	1.99M	-2.56K	-6.11%
Mar 31, 2026	STOKES CAPITAL ADVISORS, LLC	0.19%	40K	2.02M	40K	+100.00%
Mar 31, 2026	DAVIS R M INC	0.19%	40.05K	2.02M	720	+1.83%
Mar 31, 2026	PAX FINANCIAL GROUP, LLC	0.19%	40.11K	2.02M	83	+0.21%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.65%	147.63K	7.45M	0	0
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.46%	105.09K	5.3M	14.23K	+15.66%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.43%	98.82K	4.99M	2.04K	+2.11%
Mar 31, 2026	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.42%	94.84K	4.78M	-2.27K	-2.34%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.5%	113.16K	5.71M	19.39K	+20.67%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.57%	130.74K	6.6M	-628	-0.48%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.58%	132.75K	6.7M	10.41K	+8.51%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.59%	133.75K	6.75M	-3.97K	-2.88%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	1.17%	266.55K	13.45M	-206.35K	-43.64%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.24%	55.11K	2.78M	4.47K	+8.83%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.23%	53.42K	2.69M	31.15K	+139.94%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	1.18%	268.42K	13.54M	7.71K	+2.96%
Mar 31, 2026	CWM, LLC	3.5%	796.2K	40.17M	85.03K	+11.96%
Mar 31, 2026	CERITY PARTNERS LLC	0.23%	52.83K	2.67M	-12.21K	-18.77%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.23%	52.24K	2.64M	-12.65K	-19.49%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.22%	49.72K	2.51M	21.8K	+78.11%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.23%	51.18K	2.58M	51.18K	+100.00%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.33%	64.89K	3.27M	-4.74K	-6.80%
Dec 31, 2025	BILTMORE WEALTH MANAGEMENT, LLC	2.1%	404.09K	20.38M	5.72K	+1.44%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.62%	316.93K	15.98M	15.31K	+5.08%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.36%	264.97K	13.36M	-2.74K	-1.02%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.72%	138.19K	6.97M	3.37K	+2.50%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.71%	137.72K	6.95M	-5.73K	-3.99%
Dec 31, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.5%	97.11K	4.9M	6.64K	+7.33%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.47%	90.86K	4.58M	2.41K	+2.72%
Dec 31, 2025	SITTNER & NELSON, LLC	0.44%	86.44K	4.39M	51.15K	+144.92%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.4%	77.37K	3.9M	7.58K	+10.86%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.26%	50.64K	2.55M	1.09K	+2.20%
Dec 31, 2025	AIFG CONSULTANTS LTD.	0.26%	49.33K	2.49M	1.62K	+3.40%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.25%	48.06K	2.42M	-253	-0.52%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.22%	43.8K	2.21M	5.15K	+13.33%
Dec 31, 2025	INSPIRION WEALTH ADVISORS, LLC	0.22%	41.51K	2.09M	-4.75K	-10.27%
Dec 31, 2025	DAVENPORT & CO LLC	0.21%	41.29K	2.08M	4.5K	+12.22%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.21%	40.03K	2.02M	144	+0.36%
Dec 31, 2025	DAVIS R M INC	0.2%	39.33K	1.98M	-33.19K	-45.76%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.2%	38.42K	1.94M	3.38K	+9.65%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.19%	36.69K	1.85M	4.21K	+12.97%
Dec 31, 2025	YHB INVESTMENT ADVISORS, INC.	0.25%	48.33K	2.44M	8.28K	+20.68%
Dec 31, 2025	TD CAPITAL MANAGEMENT LLC	1.99%	382.95K	19.31M	18.61K	+5.11%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.25%	47.85K	2.41M	-20.17K	-29.65%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	93.78K	4.73M	3.51K	+3.89%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.5%	96.78K	4.88M	5.99K	+6.60%
Dec 31, 2025	LPL FINANCIAL LLC	2.58%	504.53K	25.44M	43.71K	+9.49%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.16%	32.14K	1.62M	3.23K	+11.18%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	5.52%	1.06M	53.65M	12.69K	+1.21%
Dec 31, 2025	MORGAN STANLEY	14.98%	2.92M	147.39M	-739.55K	-20.19%
Dec 31, 2025	EHRLICH FINANCIAL GROUP	0.19%	36.1K	1.82M	6.44K	+21.70%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.89%	172.03K	8.68M	54.44K	+46.29%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	2.45%	472.9K	23.85M	-85.53K	-15.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.57%	695.63K	35.08M	-40K	-5.44%
Dec 31, 2025	CWM, LLC	3.64%	711.16K	35.86M	23.7K	+3.45%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.76%	724.39K	36.62M	-64.55K	-8.18%
Dec 31, 2025	JPMORGAN CHASE & CO	4.23%	827.42K	41.73M	-131.37K	-13.70%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	5.37%	1.05M	52.84M	90.99K	+9.51%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.6%	1.09M	55.06M	-6.44K	-0.59%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.63%	122.33K	6.17M	10.71K	+9.59%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.75%	145.37K	7.35M	27.78K	+23.63%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.76%	147.63K	7.45M	127.5K	+633.26%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.77%	150.02K	7.57M	14.44K	+10.65%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	41.91K	2.11M	11.77K	+39.04%
Dec 31, 2025	UBS GROUP AG	0.28%	54.1K	2.73M	-12.83K	-19.17%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	56.01K	2.82M	5.27K	+10.39%
Dec 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.29%	56.39K	2.84M	-6.68K	-10.59%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.3%	59.15K	2.98M	-844	-1.41%
Dec 31, 2025	ABLE FINANCIAL GROUP, LLC	0.32%	61.36K	3.09M	7.92K	+14.82%
Dec 31, 2025	CERITY PARTNERS LLC	0.33%	65.04K	3.28M	-8.17K	-11.15%
Dec 31, 2025	CITADEL ADVISORS LLC	0.33%	65.15K	3.29M	46.79K	+254.90%
Dec 31, 2025	MBM WEALTH CONSULTANTS, LLC	0.37%	71.46K	3.6M	7.38K	+11.52%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.44%	85.8K	4.33M	18.62K	+27.71%
Dec 31, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.79%	152.34K	7.68M	19.37K	+14.57%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	1.33%	260.71K	13.15M	1.32K	+0.51%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.53%	299.62K	15.11M	11.49K	+3.99%
Dec 31, 2025		2.53%	486.88K	24.55M	486.88K	+100.00%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.18%	35.06K	1.77M	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.18%	34.07K	1.72M	16.09K	+89.46%
Dec 31, 2025	IAM ADVISORY, LLC	0.17%	33.62K	1.7M	1.16K	+3.56%
Dec 31, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.17%	32.76K	1.65M	3.57K	+12.25%
Dec 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.17%	32.15K	1.63M	0	0
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.17%	32K	1.61M	-3.14K	-8.93%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.46%	88.45K	4.47M	19.47K	+28.22%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.21%	41.3K	2.09M	41.3K	+100.00%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.24%	46.26K	2.34M	5.5K	+13.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	50.74K	2.57M	7.42K	+17.12%
Sep 30, 2025	ABLE FINANCIAL GROUP, LLC	0.28%	53.44K	2.7M	-19.02K	-26.25%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.31%	60K	3.03M	-165	-0.27%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.35%	67.18K	3.4M	-27.66K	-29.17%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.39%	267.71K	13.54M	10.68K	+4.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	288.13K	14.57M	95.5K	+49.58%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.57%	301.62K	15.25M	-3.93K	-1.29%
Sep 30, 2025	SITTNER & NELSON, LLC	0.18%	35.29K	1.78M	-744	-2.06%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	4.11%	791.57K	40.03M	791.57K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.1%	788.94K	39.81M	-53.29K	-6.33%
Sep 30, 2025	UNIQUE WEALTH, LLC	0.35%	68.02K	3.44M	-1.85K	-2.65%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.36%	69.79K	3.53M	69.79K	+100.00%
Sep 30, 2025	DAVIS R M INC	0.38%	72.52K	3.67M	4.15K	+6.07%
Sep 30, 2025	JPMORGAN CHASE & CO	4.98%	958.79K	48.49M	65.49K	+7.33%
Sep 30, 2025	MORGAN STANLEY	19.03%	3.66M	185.2M	349.55K	+10.55%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	4.97%	956.85K	48.39M	432.79K	+82.58%
Sep 30, 2025	TD CAPITAL MANAGEMENT LLC	1.89%	364.35K	18.42M	-4.46K	-1.21%
Sep 30, 2025	DAVENPORT & CO LLC	0.19%	36.8K	1.86M	10.26K	+38.64%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.71%	1.1M	55.54M	45.56K	+4.33%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.25%	48.32K	2.44M	-1.7K	-3.40%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.26%	49.55K	2.51M	2.53K	+5.39%
Sep 30, 2025	YHB INVESTMENT ADVISORS, INC.	0.21%	40.05K	2.03M	190	+0.48%
Sep 30, 2025	NEWSQUARE CAPITAL LLC	0.14%	27.59K	1.4M	1.41K	+5.40%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	28.09K	1.42M	-689	-2.39%
Sep 30, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.15%	29.19K	1.48M	4.86K	+19.98%
Sep 30, 2025	EHRLICH FINANCIAL GROUP	0.15%	29.66K	1.5M	-1.02K	-3.33%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	31.05K	1.57M	-11.18K	-26.47%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.17%	32.15K	1.63M	3K	+10.29%
Sep 30, 2025	IAM ADVISORY, LLC	0.17%	32.46K	1.64M	209	+0.65%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.17%	32.48K	1.64M	1.09K	+3.46%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	32.59K	1.65M	-11.85K	-26.66%
Sep 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.18%	34.12K	1.73M	-55.94K	-62.11%
Sep 30, 2025	UBS GROUP AG	0.35%	66.93K	3.38M	-8.06K	-10.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	90.27K	4.56M	174	+0.19%
Sep 30, 2025	AIFG CONSULTANTS LTD.	0.25%	47.71K	2.41M	5.37K	+12.69%
Sep 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.33%	63.06K	3.19M	1.06K	+1.71%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	35.14K	1.78M	2.82K	+8.72%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.18%	35.06K	1.77M	0	0
Sep 30, 2025	BILTMORE WEALTH MANAGEMENT, LLC	2.07%	398.37K	20.15M	-31.65K	-7.36%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.28%	54.78K	2.77M	54.78K	+100.00%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.21%	39.88K	2.02M	-5.56K	-12.23%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.2%	38.65K	1.95M	6.17K	+19.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.38%	73.21K	3.7M	-3.49K	-4.55%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.36%	69.63K	3.52M	0	0
Sep 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.33%	64.08K	3.24M	3.6K	+5.94%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	5.46%	1.05M	53.16M	-12.35K	-1.16%
Sep 30, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.47%	90.47K	4.58M	-4.72K	-4.96%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.47%	90.79K	4.59M	-119	-0.13%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.51%	97.55K	4.93M	93.4K	+2,247.28%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.58%	111.63K	5.65M	13.72K	+14.02%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.61%	117.59K	5.95M	20.72K	+21.39%
Sep 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.61%	117.59K	5.95M	21.13K	+21.90%
Sep 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.69%	132.97K	6.72M	4.31K	+3.35%
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.7%	134.81K	6.82M	15.35K	+12.85%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.7%	135.58K	6.86M	19.59K	+16.89%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.75%	143.45K	7.25M	-2.51K	-1.72%
Sep 30, 2025	CWM, LLC	3.57%	687.47K	34.77M	147.08K	+27.22%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.82%	735.63K	37.2M	54.36K	+7.98%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	1.35%	259.39K	13.12M	-334	-0.13%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	38.26K	1.93M	25.82K	+207.56%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	2.9%	558.43K	28.24M	-13.27K	-2.32%
Sep 30, 2025	LPL FINANCIAL LLC	2.39%	460.82K	23.3M	12.5K	+2.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.81%	1.05M	52.81M	-17.95K	-1.68%
Jun 30, 2025	BILTMORE WEALTH MANAGEMENT, LLC	2.38%	430.02K	21.57M	20.13K	+4.91%
Jun 30, 2025	TD CAPITAL MANAGEMENT LLC	2.04%	368.81K	18.5M	29.17K	+8.59%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.69%	305.55K	15.33M	89.66K	+41.53%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	1.43%	259.73K	13.03M	1.07K	+0.41%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.42%	257.03K	12.9M	-17.68K	-6.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.06%	192.63K	9.66M	21.91K	+12.83%
Jun 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.81%	145.96K	7.32M	15.05K	+11.50%
Jun 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.71%	128.66K	6.45M	969	+0.76%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.54%	97.91K	4.91M	12.86K	+15.12%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.54%	96.87K	4.86M	25.04K	+34.86%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.23%	41.35K	2.07M	6.72K	+19.39%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.66%	119.46K	5.99M	14.57K	+13.89%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.64%	115.99K	5.82M	-7.12K	-5.78%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.65%	842.23K	42.2M	152.6K	+22.13%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.5%	90.91K	4.56M	6.37K	+7.54%
Jun 30, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.5%	90.06K	4.52M	-1.52K	-1.66%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.22%	39.72K	1.99M	39.72K	+100.00%
Jun 30, 2025	SITTNER & NELSON, LLC	0.2%	36.04K	1.81M	29.19K	+426.10%
Jun 30, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.2%	35.81K	1.8M	-3.9K	-9.83%
Jun 30, 2025		3.16%	571.69K	28.68M	333.71K	+140.22%
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.18%	32.48K	1.63M	8.52K	+35.55%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	32.32K	1.62M	22	+0.07%
Jun 30, 2025	MORGAN STANLEY	18.3%	3.31M	166.2B	2.35M	+242.70%
Jun 30, 2025	IAM ADVISORY, LLC	0.18%	32.25K	1.62M	203	+0.63%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.17%	31.39K	1.58M	-2.02K	-6.04%
Jun 30, 2025	EHRLICH FINANCIAL GROUP	0.17%	30.68K	1.54M	-813	-2.58%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	30.47K	1.53M	53	+0.17%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	38.79K	1.95M	25.09K	+183.12%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.53%	96.46K	4.83M	21.92K	+29.40%
Jun 30, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.53%	95.19K	4.78M	11.32K	+13.50%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.52%	94.84K	4.76M	24.13K	+34.12%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	90.1K	4.52M	2.81K	+3.22%
Jun 30, 2025	CERITY PARTNERS LLC	0.42%	76.69K	3.85M	-173.86K	-69.39%
Jun 30, 2025	UBS GROUP AG	0.41%	74.99K	3.76M	6.56K	+9.59%
Jun 30, 2025	ABLE FINANCIAL GROUP, LLC	0.4%	72.45K	3.63M	6.58K	+9.99%
Jun 30, 2025	UNIQUE WEALTH, LLC	0.39%	69.87K	3.51M	31.67K	+82.92%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.38%	69.63K	3.49M	-5.75K	-7.63%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	0.38%	68.98K	3.46M	-5.99K	-7.99%
Jun 30, 2025	DAVIS R M INC	0.38%	68.37K	3.43M	2.54K	+3.86%
Jun 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.34%	62K	3.11M	-4.8K	-7.18%
Jun 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.33%	60.48K	3.03M	4.47K	+7.98%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.33%	60.16K	3.02M	60.16K	+100.00%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.28%	50.02K	2.51M	-3.14K	-5.91%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.26%	47.01K	2.36M	1.36K	+2.97%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.25%	45.44K	2.28M	45.44K	+100.00%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.25%	45.44K	2.28M	-9.39K	-17.13%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	44.44K	2.23M	-9.67K	-17.87%
Jun 30, 2025	JPMORGAN CHASE & CO	4.93%	893.29K	44.82M	493.76K	+123.59%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.76%	681.27K	34.18M	-85.06K	-11.10%
Jun 30, 2025	CWM, LLC	2.98%	540.39K	27.11M	-161.48K	-23.01%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	2.89%	524.06K	26.29M	62.58K	+13.56%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.78%	141.29K	2.99M	109.73K	+347.67%
Jun 30, 2025	LPL FINANCIAL LLC	2.48%	448.32K	22.49M	31.51K	+7.56%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	5.87%	1.06M	53.35M	435.56K	+69.37%
Jun 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	3.16%	571.69K	28.68M	333.71K	+140.22%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	43.32K	2.17M	1.15K	+2.72%
Jun 30, 2025	AIFG CONSULTANTS LTD.	0.23%	42.34K	2.12M	143	+0.34%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	42.23K	2.12M	-8.31K	-16.44%
Jun 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.23%	40.76K	2.04M	0	0
Jun 30, 2025	YHB INVESTMENT ADVISORS, INC.	0.22%	39.86K	2M	5.2K	+14.99%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.34%	215.88K	10.8M	144.48K	+202.35%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	2.7%	433.33K	21.67M	308.18K	+246.26%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	4.77%	766.33K	38.33M	181.81K	+31.10%
Mar 31, 2025	LPL FINANCIAL LLC	2.59%	416.81K	20.85M	37.45K	+9.87%
Mar 31, 2025	CWM, LLC	4.37%	701.86K	35.11M	787	+0.11%
Mar 31, 2025	MORGAN STANLEY	6.01%	966.64K	48.35M	94.88K	+10.88%
Mar 31, 2025	ABLE FINANCIAL GROUP, LLC	0.41%	65.87K	3.3M	4.69K	+7.66%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.28%	45.66K	2.28M	-726	-1.57%
Mar 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.42%	66.8K	3.34M	1.82K	+2.81%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.87%	461.48K	23.08M	29.01K	+6.71%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.66%	1.07M	53.55M	-54.08K	-4.81%
Mar 31, 2025	YHB INVESTMENT ADVISORS, INC.	0.22%	34.66K	1.73M	5.2K	+17.65%
Mar 31, 2025	CERITY PARTNERS LLC	1.56%	250.55K	12.53M	-36.81K	-12.81%
Mar 31, 2025	UNIQUE WEALTH, LLC	0.24%	38.19K	1.91M	29.34K	+331.18%
Mar 31, 2025	PREMIER PATH WEALTH PARTNERS, LLC	0.25%	39.72K	1.99M	-634	-1.57%
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.46%	74.54K	3.73M	11.78K	+18.77%
Mar 31, 2025	SIGNET FINANCIAL MANAGEMENT, LLC	0.57%	91.57K	4.58M	-103	-0.11%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.34%	54.84K	2.74M	5.36K	+10.83%
Mar 31, 2025	MBM WEALTH CONSULTANTS, LLC	0.35%	56.01K	2.8M	5.7K	+11.34%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.71%	274.71K	13.74M	35.59K	+14.89%
Mar 31, 2025	BILTMORE WEALTH MANAGEMENT, LLC	2.55%	409.89K	20.5M	2.3K	+0.56%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.29%	689.63K	34.5M	93.22K	+15.63%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	0.47%	74.97K	3.75M	10.6K	+16.46%
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.47%	75.38K	3.77M	-2.5K	-3.21%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	87.29K	4.37M	3.17K	+3.76%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	1.61%	258.65K	12.94M	10.22K	+4.11%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	42.17K	2.11M	11.68K	+38.31%
Mar 31, 2025	AIFG CONSULTANTS LTD.	0.26%	42.2K	2.11M	1.53K	+3.77%
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.65%	104.9K	5.25M	12.71K	+13.78%
Mar 31, 2025	UBS GROUP AG	0.43%	68.43K	3.42M	20.47K	+42.68%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.53%	84.53K	4.23M	6.46K	+8.28%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.53%	85.05K	4.23M	37.71K	+79.66%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.23%	37.38K	1.87M	6.83K	+22.36%
Mar 31, 2025	INSPIRION WEALTH ADVISORS, LLC	0.25%	40.76K	2.04M	-5K	-10.93%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.44%	70.71K	3.54M	-10.11K	-12.51%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.45%	71.83K	3.59M	11.12K	+18.32%
Mar 31, 2025	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.52%	83.87K	4.2M	-18.11K	-17.76%
Mar 31, 2025	DAVIS R M INC	0.41%	65.83K	3.29M	3.29K	+5.26%
Mar 31, 2025		0.22%	35.06K	1.75M	0	0
Mar 31, 2025	TD CAPITAL MANAGEMENT LLC	2.11%	339.64K	16.99M	83.66K	+32.68%
Mar 31, 2025	JPMORGAN CHASE & CO	2.49%	399.53K	19.98M	255.93K	+178.23%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	50.54K	2.53M	868	+1.75%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.33%	53.16K	2.66M	4.12K	+8.40%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.34%	54.1K	2.71M	-6.76K	-11.11%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.77%	123.11K	6.16M	16.44K	+15.41%
Mar 31, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.79%	127.69K	6.39M	-1.25K	-0.97%
Mar 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.81%	130.91K	6.55M	95.27K	+267.37%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.06%	170.72K	8.54M	-16.84K	-8.98%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.77%	86.88K	4.34M	2.2K	+2.60%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.82%	94.59K	4.72M	3.39K	+3.71%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.86%	97.24K	4.85M	2.52K	+2.66%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.9%	102.07K	5.09M	9.27K	+9.99%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.92%	106.61K	5.32M	-7.47K	-6.55%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	2.83%	326.74K	16.3M	39.89K	+13.91%
Mar 31, 2024	BILTMORE WEALTH MANAGEMENT, LLC	3.2%	368.87K	18.45M	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	3.53%	407.5K	20.33M	407.5K	+100.00%
Mar 31, 2024	MORGAN STANLEY	5.34%	604.91K	30.19M	-26.72K	-4.23%
Mar 31, 2024	CWM, LLC	7.42%	856.17K	42.72M	3.11K	+0.36%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	9.61%	1.09M	54.32M	-9.21K	-0.84%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.54%	639.17K	31.89M	97.54K	+18.01%
Mar 31, 2024	CARSONALLARIA WEALTH MANAGEMENT, LTD.	0.86%	99.17K	4.95M	-27.11K	-21.47%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	37.67K	1.88M	37.67K	+100.00%
Mar 31, 2024	NEWSQUARE CAPITAL LLC	0.33%	37.71K	1.88M	-945	-2.45%
Mar 31, 2024	LONGVIEW WEALTH MANAGEMENT	0.33%	37.9K	1.89M	0	0
Mar 31, 2024	SKYLINE ADVISORS, INC.	0.33%	38.26K	1.91M	3.78K	+10.97%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	40.88K	2.04M	5.33K	+14.99%
Mar 31, 2024	JANE STREET GROUP, LLC	0.36%	41.17K	2.05M	-161.33K	-79.67%
Mar 31, 2024	BCGM WEALTH MANAGEMENT, LLC	0.36%	42.08K	2.1M	2.25K	+5.66%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.37%	42.7K	2.13M	42.7K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	43.66K	2.18M	2.55K	+6.20%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.39%	44.71K	2.23M	-22.69K	-33.67%
Mar 31, 2024	INSPIRION WEALTH ADVISORS, LLC	0.4%	45.76K	2.28M	0	0
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.4%	46.71K	2.33M	2.79K	+6.35%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.42%	48.27K	2.41M	-2.2K	-4.36%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.43%	48.29K	2.41M	-174.49K	-78.32%
Mar 31, 2024	ABLE FINANCIAL GROUP, LLC	0.48%	55.52K	2.77M	206	+0.37%
Mar 31, 2024	PAX FINANCIAL GROUP, LLC	0.51%	59.2K	2.95M	2.5K	+4.42%
Mar 31, 2024	CEDAR POINT CAPITAL PARTNERS, LLC	0.54%	62.27K	3.11M	4K	+6.87%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.55%	62.23K	3.11M	4.59K	+7.96%
Mar 31, 2024	WEBSTERROGERS FINANCIAL ADVISORS, LLC	1.02%	118.2K	5.9M	10.29K	+9.53%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	1.26%	145.49K	7.26M	145.49K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	1.64%	185.62K	9.26M	-4.8K	-2.52%
Mar 31, 2024	TD CAPITAL MANAGEMENT LLC	1.76%	202.49K	10.1M	26.56K	+15.10%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.79%	202.72K	10.12M	-4.62K	-2.23%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	1.98%	228.48K	11.4M	-1.57K	-0.68%
Mar 31, 2024	CERITY PARTNERS LLC	2.25%	260.07K	12.98M	-11.93K	-4.39%
Mar 31, 2024	CETERA ADVISORS LLC	2.7%	311.1K	15.52M	20.28K	+6.97%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.16%	18.05K	900.55K	2.98K	+19.74%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	22.14K	1.11M	9.01K	+68.61%
Mar 31, 2024	MBL WEALTH, LLC	0.2%	22.35K	1.12M	1.1K	+5.18%
Mar 31, 2024	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.22%	24.35K	1.22M	5.65K	+30.24%
Mar 31, 2024	JPMORGAN CHASE & CO	0.23%	25.85K	1.29M	17.19K	+198.61%
Mar 31, 2024	SAGE RHINO CAPITAL LLC	0.23%	25.93K	1.29M	1.35K	+5.47%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.25%	28.35K	1.41M	-139	-0.49%
Mar 31, 2024	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.25%	28.47K	1.42M	-1.74K	-5.75%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.27%	30.22K	1.51M	-264	-0.87%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.27%	30.63K	1.53M	-2.78K	-8.33%
Mar 31, 2024	IAM ADVISORY, LLC	0.28%	32.82K	1.64M	15.02K	+84.37%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.3%	34.52K	1.72M	-454	-1.30%
Mar 31, 2024	LEVY WEALTH MANAGEMENT GROUP, LLC	0.32%	37.23K	1.86M	0	0
Mar 31, 2024	INSPIRE ADVISORS, LLC	0.33%	37.63K	1.88M	2.03K	+5.70%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.55%	63.75K	3.18M	-2.41K	-3.64%
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	0.58%	66.8K	3.33M	-853	-1.26%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.6%	67.65K	3.38M	-199.94K	-74.72%
Mar 31, 2024	KELMAN-LAZAROV, INC.	0.65%	74.48K	3.72M	5.66K	+8.22%
Mar 31, 2024	DAVIS R M INC	0.65%	74.53K	3.72M	-8.63K	-10.37%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.69%	79.85K	4.07M	-6.1K	-7.10%
Mar 31, 2024	SIGNET FINANCIAL MANAGEMENT, LLC	0.75%	86.81K	4.33M	2.39K	+2.83%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	9.98%	1.1M	54.92M	-492.73K	-30.98%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.3%	33.42K	1.67M	33.42K	+100.00%
Dec 31, 2023		0.31%	34.48K	1.72M	34.48K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.32%	34.97K	1.75M	34.97K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	35.55K	1.78M	5.06K	+16.58%
Dec 31, 2023	INSPIRE ADVISORS, LLC	0.32%	35.6K	1.78M	1.03K	+2.96%
Dec 31, 2023	LEVY WEALTH MANAGEMENT GROUP, LLC	0.34%	37.23K	1.86M	676	+1.85%
Dec 31, 2023	STRATEGIQ FINANCIAL GROUP, LLC	0.35%	38.56K	1.93M	9.31K	+31.83%
Dec 31, 2023	NEWSQUARE CAPITAL LLC	0.35%	38.65K	1.93M	-165	-0.43%
Dec 31, 2023	BCGM WEALTH MANAGEMENT, LLC	0.36%	39.83K	1.99M	-1.79K	-4.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.37%	41.11K	2.06M	1.12K	+2.80%
Dec 31, 2023	CERTIFIED ADVISORY CORP	0.4%	43.92K	2.2M	470	+1.08%
Dec 31, 2023	UBS GROUP AG	0.41%	44.74K	2.24M	755	+1.72%
Dec 31, 2023	INSPIRION WEALTH ADVISORS, LLC	0.42%	45.76K	2.29M	5K	+12.27%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.46%	50.47K	2.52M	-8.77K	-14.80%
Dec 31, 2023	ABLE FINANCIAL GROUP, LLC	0.5%	55.32K	2.77M	-1.35K	-2.38%
Dec 31, 2023	IFP ADVISORS, INC	0.51%	56.39K	2.82M	2.8K	+5.21%
Dec 31, 2023	PAX FINANCIAL GROUP, LLC	0.52%	56.69K	2.83M	56.69K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.52%	57.64K	2.88M	8.36K	+16.97%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.6%	66.16K	3.31M	-3.02K	-4.37%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.61%	67.4K	3.37M	-5.5K	-7.54%
Dec 31, 2023	CRUMLY & ASSOCIATES INC.	0.61%	67.65K	3.38M	41.52K	+158.93%
Dec 31, 2023	KELMAN-LAZAROV, INC.	0.63%	68.82K	3.44M	18.24K	+36.06%
Dec 31, 2023	DAVIS R M INC	0.76%	83.15K	4.16M	-27.84K	-25.08%
Dec 31, 2023	SIGNET FINANCIAL MANAGEMENT, LLC	0.77%	84.42K	4.22M	-1.18K	-1.38%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.77%	84.69K	4.24M	980	+1.17%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.78%	85.95K	4.3M	-250	-0.29%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.83%	91.2K	4.56M	84.57K	+1,273.76%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.84%	91.94K	4.6M	91.94K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.84%	92.8K	4.64M	-25.1K	-21.29%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.86%	94.72K	4.74M	5.82K	+6.55%
Dec 31, 2023	PICTET NORTH AMERICA ADVISORS SA	0.97%	107.2K	5.36M	107.2K	+100.00%
Dec 31, 2023	WEBSTERROGERS FINANCIAL ADVISORS, LLC	0.98%	107.92K	5.4M	-13.49K	-11.11%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	1.04%	114.08K	5.71M	-105.76K	-48.11%
Dec 31, 2023	CARSONALLARIA WEALTH MANAGEMENT, LTD.	1.15%	126.29K	6.32M	-1.1K	-0.87%
Dec 31, 2023	TD CAPITAL MANAGEMENT LLC	1.6%	175.93K	8.8M	52.75K	+42.82%
Dec 31, 2023	LPL FINANCIAL LLC	1.73%	190.42K	9.53M	-44.14K	-18.82%
Dec 31, 2023	JANE STREET GROUP, LLC	1.84%	202.5K	10.13M	114.22K	+129.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.88%	207.34K	10.37M	-25.53K	-10.96%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.02%	222.78K	11.15M	222.78K	+100.00%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	2.09%	230.06K	11.51M	5.69K	+2.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.43%	267.58K	13.39M	128.35K	+92.19%
Dec 31, 2023	CERITY PARTNERS LLC	2.47%	272K	13.64M	11.18K	+4.29%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	2.61%	286.84K	14.35M	28.12K	+10.87%
Dec 31, 2023	CETERA ADVISORS LLC	2.64%	290.82K	14.55M	29.79K	+11.41%
Dec 31, 2023	BILTMORE WEALTH MANAGEMENT, LLC	3.35%	368.87K	18.45M	9.67K	+2.69%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.92%	541.63K	27.1M	275.47K	+103.50%
Dec 31, 2023	MORGAN STANLEY	5.74%	631.63K	31.6M	165.62K	+35.54%
Dec 31, 2023	CWM, LLC	7.75%	853.07K	42.68M	-69.64K	-7.55%

Insiders

Among the SMMU insiders holding of N/A of the stake in company, EMPIRE CAPITAL MANAGEMENT, L.L.C., 10 percent owner, holds the largest shares of 1.83M. , , is the second largest SMMU insider with ownership of - shares. , , stands third with possession of - shares of that stake.

Insiders	Designation	Shares Held
EMPIRE CAPITAL MANAGEMENT, L.L.C.	10 percent owner	1.83M

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 25, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	2.26	5.5K	12.43K	1.83M
Oct 24, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	2.24	1.6K	3.58K	1.82M
Sep 07, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.08	34K	104.72K	1.82M
Jul 20, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	2.93	4K	11.72K	1.79M
Jul 12, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.05	1K	3.05K	1.78M
Jul 06, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.40	1.5K	5.1K	1.78M
Jul 05, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.40	1K	3.4K	1.78M
Jul 01, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.53	2K	7.06K	1.78M
Jun 30, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.53	5.5K	19.42K	1.78M
May 31, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.47	27.3K	94.73K	1.77M
May 27, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.31	2.9K	9.6K	1.74M
Apr 29, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	3.47	11K	38.17K	1.74M
Apr 28, 2005	EMPIRE CAPITAL MANAGEMENT, L.L.C.	PURCHASE	2.92	18.75K	54.75K	1.73M

Frequently Asked Questions