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

Who are the major shareholders selling AAM S&P 500 High Dividend Value ETF stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in SPDV by -100% restricting it's holding to 0 shares of worth nearly -. PRIVATE ADVISOR GROUP, LLC also lessened -100% of the SPDV shares from its portfolio, reducing its holding to 0 shares of worth -. HARBOUR INVESTMENTS, INC. also shunned SPDV shares holding by -28.16% last quarter which brought its holding to 421 shares worth $16.23K.

Investors who are buying SPDV stock?

As per its latest 13F filing, AMERITAS ADVISORY SERVICES, LLC increased its stake in SPDV by 17.17% in the last quarter. The institutional holder raised its holding to 34.76 thousand shares having worth more than $1.34M. RAYMOND JAMES FINANCIAL INC also added 7.11% more shares of SPDV to its portfolio, raising its holding to 48.66 thousand shares of worth $1.88M. PINE VALLEY INVESTMENTS LTD LIABILITY CO also increased its SPDV shares holding by 2.84% which brought its holding to 61.38 thousand shares worth $2.37M.

SPDV's major insiders: who are they?

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

Did an insider recently sell SPDV stock?

Company executives, directors, and other insiders own N/A percent of AAM S&P 500 High Dividend Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which SPDV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SPDV stock?

There have been 0 transaction(s) during the past 6-months in which AAM S&P 500 High Dividend Value ETF insiders have bought stock, totalling 0 shares

How much of SPDV does insiders own?

Around 0 AAM S&P 500 High Dividend Value ETF shares are held by insiders, which represents about N/A of SPDV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SPDV?

WELLS FARGO & COMPANY/MN is the largest institutional owner in SPDV which holds 0 shares worth - or 0% of the total SPDV shares outstanding followed by AMERITAS ADVISORY SERVICES, LLC with ownership of 34.76 thousand shares representing 1.48% of the SPDV ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 48.66 thousand shares or 2.07% of the ownership worth more than $1.88M.

Is AAM S&P 500 High Dividend Value 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 SPDV is concerned, it is a stock which is not optionable.

Is there a short position on SPDV's shares?

Number of SPDV 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 SPDV shares are there?

As of today, null shares of SPDV are outstanding.

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

SPDV 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 SPDV is null.

AAM S&P 500 High Dividend Value ETF (SPDV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 0 shares valued at -. A 0% stake in AAM S&P 500 High Dividend Value ETF is owned by the company. AMERITAS ADVISORY SERVICES, LLC owns 34.76K shares valued at $1.34M, which translates its holding of 1.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	1.48%	34.76K	1.34M	5.09K	+17.17%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.07%	48.66K	1.88M	3.23K	+7.11%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.61%	61.38K	2.37M	1.7K	+2.84%
Jun 30, 2026	VIRGINIA ESTATE & RETIREMENT PLANNING ADVISORS INC.	3.17%	74.58K	2.28M	74.58K	+100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	4.97%	117.01K	4.51M	28.56K	+32.28%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	8.29%	195.21K	7.52M	17.94K	+10.12%
Jun 30, 2026	LPL FINANCIAL LLC	8.65%	203.86K	7.86M	34.7K	+20.52%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	15.51%	365.33K	14.08M	127.64K	+53.70%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-12.87K	-100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	39	1	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	10	385	0	0
Jun 30, 2026	FMR LLC	0%	101	3.9K	55	+119.57%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.02%	375	14.45K	0	0
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0.02%	381	14.68K	381	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.02%	421	16.23K	-165	-28.16%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.02%	512	19.73K	512	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.04%	900	34.69K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	1.76K	68K	14	+0.80%
Jun 30, 2026	JPMORGAN CHASE & CO	0.11%	2.67K	104.43K	-554	-17.18%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.25%	5.82K	224.36K	-2.4K	-29.16%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.25%	5.88K	226.68K	-585	-9.05%
Jun 30, 2026	MORGAN STANLEY	0.28%	6.53K	251.7K	-111	-1.67%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.3%	7.06K	272.24K	2.38K	+50.78%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.3%	7.15K	275.43K	5	+0.07%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.35%	8.33K	320.96K	18	+0.22%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	8.73K	336.3K	-568	-6.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	8.99K	347K	-3.52K	-28.13%
Jun 30, 2026	CITADEL ADVISORS LLC	0.41%	9.73K	374.94K	9.73K	+100.00%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.42%	10K	385.38K	0	0
Jun 30, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.42%	10K	386.53K	0	0
Jun 30, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.44%	10.33K	398.01K	-58	-0.56%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	5.24K	201.87K	5.24K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.48%	11.19K	431.36K	512	+4.79%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.49%	11.45K	441.26K	-500	-4.18%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.55%	13.07K	503.49K	-9.05K	-40.93%
Jun 30, 2026	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.67%	15.81K	609.18K	-843	-5.06%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	17.56K	676.88K	-11.77K	-40.13%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.25%	29.34K	1.13M	-497	-1.67%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	28	1.08K	-5	-15.15%
Jun 30, 2026	AVIANCE CAPITAL PARTNERS, LLC	1.41%	33.25K	1.28M	445	+1.36%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	10.09%	237.69K	8.85M	-112.29K	-32.08%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.02%	586	21.82K	165	+39.19%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.04%	900	33.51K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	3.76%	88.46K	3.29M	7.58K	+9.37%
Mar 31, 2026	JPMORGAN CHASE & CO	0.14%	3.23K	119.45K	291	+9.92%
Mar 31, 2026	CWM, LLC	0.06%	1.5K	55.84K	1.5K	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	1.75K	65.15K	17	+0.98%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.2%	4.69K	174.42K	-1.66K	-26.10%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-17.26K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	32	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	6.47K	240.75K	1.12K	+21.04%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	1.26%	29.66K	1.1M	12	+0.04%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.27%	29.83K	1.11M	4.08K	+15.84%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-11.07K	-100.00%
Mar 31, 2026	LAIRD NORTON TRUST COMPANY, LLC	0.42%	10K	373.29K	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.55%	12.87K	479.16K	2.26K	+21.34%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	8.22K	305.97K	-2.28K	-21.73%
Mar 31, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.44%	10.39K	386.65K	60	+0.58%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.3%	7.14K	265.9K	-164	-2.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.45%	10.68K	397.63K	2.37K	+28.58%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.51%	11.95K	444.89K	-450	-3.63%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	12.51K	466K	-1.64K	-11.58%
Mar 31, 2026	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.71%	16.65K	619.85K	-123	-0.73%
Mar 31, 2026	AVIANCE CAPITAL PARTNERS, LLC	1.39%	32.81K	1.22M	-71	-0.22%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.93%	45.43K	1.69M	29.88K	+192.19%
Mar 31, 2026	LPL FINANCIAL LLC	7.18%	169.15K	6.3M	50	+0.03%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	7.53%	177.27K	6.6M	2.49K	+1.43%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.53%	59.68K	2.23M	1.02K	+1.74%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	10	372	10	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.35%	8.31K	309.39K	283	+3.53%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	9.29K	345.99K	-2.69K	-22.45%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.42%	10K	372.29K	0	0
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.94%	22.12K	823.46K	25	+0.11%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	33	1.23K	33	+100.00%
Mar 31, 2026	FMR LLC	0%	46	1.72K	46	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.02%	375	13.96K	375	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.28%	6.64K	247.27K	-62	-0.92%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.25%	29.34K	1.09M	18.25K	+164.65%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.05%	22.09K	765.57K	23	+0.10%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.23%	25.75K	892.31K	6.4K	+33.09%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	14.15K	490K	139	+0.99%
Dec 31, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.8%	16.77K	581.19K	16	+0.10%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	11.99K	415.28K	-8.93K	-42.70%
Dec 31, 2025	CITADEL ADVISORS LLC	0.82%	17.26K	598.06K	17.26K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	15.55K	538.77K	2.35K	+17.84%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	6.34K	219.68K	-71	-1.11%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.59%	12.4K	429.66K	-2.75K	-18.15%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.5%	10.5K	363.87K	-2.06K	-16.39%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.49%	10.33K	357.79K	204	+2.02%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.48%	10K	346.5K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	8.31K	287.84K	439	+5.58%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.38%	8.03K	278.13K	618	+8.34%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.35%	7.31K	253.18K	455	+6.64%
Dec 31, 2025	MORGAN STANLEY	0.32%	6.7K	232.29K	-46	-0.68%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	5.34K	185.14K	5.34K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.14%	2.93K	101.66K	105	+3.71%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.08%	1.73K	60.06K	15	+0.87%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	900	31.19K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.02%	421	14.59K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	35	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	28	-348	-99.71%
Dec 31, 2025	JANE STREET GROUP, LLC	0.53%	11.07K	383.47K	-43.52K	-79.73%
Dec 31, 2025	LPL FINANCIAL LLC	8.05%	169.1K	5.86M	7.72K	+4.78%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	3.85%	80.88K	2.8M	80.88K	+100.00%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.79%	58.66K	2.04M	1.73K	+3.04%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	1.57%	32.88K	1.14M	1.22K	+3.84%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	16.67%	349.97K	12.13M	52.79K	+17.76%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	8.32%	174.78K	6.06M	-12.63K	-6.74%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	1.41%	29.65K	1.03M	-5.64K	-15.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.53%	11.09K	384.1K	-12.36K	-52.73%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.51%	10.61K	367.54K	10.61K	+100.00%
Dec 31, 2025	LAIRD NORTON TRUST COMPANY, LLC	0.48%	10K	347.99K	10K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	349	12.13K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.89%	19.35K	672.11K	1.1K	+6.03%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	13.6%	297.19K	10.28M	-13.05K	-4.21%
Sep 30, 2025	JANE STREET GROUP, LLC	2.5%	54.59K	1.9M	54.59K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	1.62%	35.29K	1.23M	-2.1K	-5.61%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	1.45%	31.66K	1.1M	-35	-0.11%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.07%	23.45K	814.46K	12.62K	+116.57%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.01%	22.07K	766.64K	24	+0.11%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	421	14.62K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.08%	1.72K	59.66K	17	+1.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	2.83K	98.26K	86	+3.14%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	20.92K	726K	-668	-3.10%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.57%	12.56K	436.28K	-4.41K	-25.98%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.46%	10.12K	351.57K	706	+7.50%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.46%	10K	347.35K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.36%	7.87K	273.28K	7.87K	+100.00%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.34%	7.41K	257.36K	7.41K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.31%	6.85K	237.98K	25	+0.37%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	35	0	0
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-125	-100.00%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.92%	20K	694.69K	10K	+100.00%
Sep 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.77%	16.76K	582.06K	-134	-0.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.69%	15.15K	526.23K	-1.55K	-9.28%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	14.01K	487K	-37	-0.26%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	13.2K	458.32K	2.54K	+23.84%
Sep 30, 2025	MORGAN STANLEY	0.31%	6.75K	234.47K	-14	-0.21%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	900	31.26K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.29%	6.41K	222.68K	100	+1.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	8.58%	187.4K	6.51M	14.53K	+8.40%
Sep 30, 2025	LPL FINANCIAL LLC	7.39%	161.38K	5.61M	10.34K	+6.85%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	3.65%	79.72K	2.77M	-1.05K	-1.30%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.65%	16.7K	541.75K	-1.75K	-9.49%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	14.05K	456K	-376	-2.61%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	21.58K	700K	809	+3.89%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	10.83K	351.23K	-7.99K	-42.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	10.66K	345.65K	-7.24K	-40.46%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	1.7K	55.19K	18	+1.07%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.39%	10K	324.4K	10K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.27%	6.83K	221.44K	-1.98K	-22.48%
Jun 30, 2025	JPMORGAN CHASE & CO	0.11%	2.74K	88.98K	2.07K	+309.40%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	125	4.06K	1	+0.81%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-135	-100.00%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.39%	10K	324.4K	10K	+100.00%
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.37%	9.42K	305.45K	-1.39K	-12.89%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.25%	6.31K	204.73K	1.69K	+36.54%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	900	29.2K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	421	13.66K	-9.39K	-95.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	349	11.32K	349	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	32	1	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-500	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-12.64K	-100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0%	0	-	-6.25K	-100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	6.73%	172.88K	5.61M	45.72K	+35.96%
Jun 30, 2025	LPL FINANCIAL LLC	5.88%	151.04K	4.9M	2.79K	+1.88%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	12.07%	310.24K	10.06M	16.84K	+5.74%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	3.14%	80.77K	2.62M	-11.84K	-12.78%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	1.46%	37.38K	1.21M	27	+0.07%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	1.23%	31.7K	1.03M	-1.34K	-4.04%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.88%	22.7K	736.39K	8.5K	+59.86%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.86%	22.05K	715.21K	-2.24K	-9.20%
Jun 30, 2025	MORGAN STANLEY	0.26%	6.76K	219.44M	9	+0.13%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.71%	18.25K	592.03K	-693	-3.66%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.66%	16.97K	550.45K	-1.12K	-6.17%
Jun 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.66%	16.89K	547.94K	6.02K	+55.35%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.96%	18.94K	616.22K	-2.55K	-11.85%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1.37K	-100.00%
Mar 31, 2025	PSI ADVISORS, LLC	0%	0	-	-547	-100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.91%	18.08K	588.28K	4.67K	+34.76%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.45%	8.81K	286.43K	-343	-3.75%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	6.43%	127.16K	4.14M	23.69K	+22.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	14.83%	293.39K	9.54M	191.38K	+187.61%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.95%	18.81K	611.99K	18.81K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	7.49%	148.25K	4.82M	-459	-0.31%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	900	29.28K	-1.1K	-55.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.09%	1.68K	54.76K	18	+1.08%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.32%	6.25K	203.32K	6.25K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.9%	17.9K	582.13K	-3.85K	-17.70%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	14.42K	469K	410	+2.93%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	4.68%	92.61K	3.01M	-514	-0.55%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.72%	14.2K	461.93K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.64%	12.64K	411.28K	1.08K	+9.34%
Mar 31, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.55%	10.87K	353.71K	18	+0.17%
Mar 31, 2025	JPMORGAN CHASE & CO	0.03%	670	21.8K	-1.68K	-71.48%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	20.77K	676K	13.74K	+195.17%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.03%	500	16.27K	0	0
Mar 31, 2025	MORGAN STANLEY	0.34%	6.76K	219.76K	-263	-3.75%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	1.89%	37.36K	1.21M	0	0
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	1.67%	33.03K	1.07M	912	+2.84%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.23%	24.28K	789.91K	27	+0.11%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.93%	18.45K	600.18K	-2.28K	-10.98%
Mar 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.55%	10.81K	351.61K	-2.36K	-17.94%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	135	4.39K	135	+100.00%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	124	4.03K	1	+0.81%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.5%	9.81K	319.06K	-1.27K	-11.47%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.23%	4.62K	150.36K	3.92K	+560.29%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.4%	47.04K	1.48M	68	+0.14%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.45%	8.83K	277.37K	-445	-4.80%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	8.89K	279K	8.89K	+100.00%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.51%	10K	314.05K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	1.26%	24.59K	772.1K	-11.63K	-32.11%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.96%	57.9K	1.82M	57.9K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	2.84%	55.56K	1.74M	-14.88K	-21.12%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	4.95%	107.01K	3.36M	74.39K	+228.10%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	5.41%	105.96K	3.33M	-9.6K	-8.31%
Mar 31, 2024	LPL FINANCIAL LLC	8.89%	192.38K	6.04M	-479	-0.25%
Mar 31, 2024	FMR LLC	0.01%	214	6.71K	-287	-57.29%
Mar 31, 2024		0.03%	540	16.97K	6	+1.12%
Mar 31, 2024	MORGAN STANLEY	0.34%	7.37K	231.59K	42	+0.57%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.47%	9.27K	290.98K	478	+5.44%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	12.55K	394K	-3.03K	-19.43%
Mar 31, 2024	CITADEL ADVISORS LLC	0.66%	14.27K	448.09K	-6.38K	-30.91%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.82%	17.81K	561K	17.81K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.25%	26.97K	846.87K	6.17K	+29.67%
Mar 31, 2024	STRAIT & SOUND WEALTH MANAGEMENT LLC	1.37%	26.74K	813.21K	-254	-0.94%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.41%	30.54K	959.02K	-1.97K	-6.07%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.42%	30.72K	964.73K	450	+1.49%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	1.55%	30.26K	950.19K	1.95K	+6.87%
Mar 31, 2024	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.94%	18.31K	575.12K	529	+2.97%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	1.96%	38.35K	1.13M	7.52K	+24.39%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	0	-	-21.55K	-100.00%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0%	0	-	-7.84K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	31	0	0
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.02%	400	12.56K	279	+230.58%
Mar 31, 2024	UBS GROUP AG	0.03%	562	17.65K	-1.72K	-75.40%
Mar 31, 2024	POM INVESTMENT STRATEGIES, LLC	0.03%	540	16.97K	6	+1.12%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.04%	700	21.98K	0	0
Mar 31, 2024	RETIREMENT GROUP, LLC	0.04%	800	25.12K	0	0
Mar 31, 2024	TYLER-STONE WEALTH MANAGEMENT	0.05%	1K	31.41K	1K	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.14%	2.75K	86.38K	-1.5K	-35.29%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.17%	3.25K	102.14K	39	+1.21%
Mar 31, 2024	JANE STREET GROUP, LLC	0.31%	6.81K	213.81K	6.81K	+100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.36%	7.05K	221.36K	7.05K	+100.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.42%	8.25K	258.94K	245	+3.06%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.01%	121	3.57K	-43	-26.22%
Dec 31, 2023	FMR LLC	0.02%	501	14.76K	500	+50,000.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	700	20.64K	0	0
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	1.38%	28.31K	834.85K	28.31K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.47%	30.27K	892.58K	-26.38K	-46.57%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	1.5%	30.83K	902.94K	-22.41K	-42.09%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	3.42%	70.45K	2.08M	-61.4K	-46.57%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	5.61%	115.56K	3.41M	-30.95K	-21.13%
Dec 31, 2023	LPL FINANCIAL LLC	9.37%	192.86K	5.69M	-198.21K	-50.68%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.16%	3.21K	94.75K	31	+0.97%
Dec 31, 2023	UBS GROUP AG	0.11%	2.29K	67.38K	1.93K	+541.85%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.58%	32.51K	958.67K	-1.47K	-4.33%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.58%	32.61K	961.75K	-1.09K	-3.23%
Dec 31, 2023	RETIREMENT GROUP, LLC	0.04%	800	23.59K	0	0
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	1.76%	36.22K	1.07M	-5.9K	-14.02%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	29	0	0
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	2.28%	46.97K	1.39M	41	+0.09%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.39%	8K	235.91K	-400	-4.76%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.38%	7.84K	231.24K	0	0
Dec 31, 2023	MORGAN STANLEY	0.36%	7.33K	216.21K	-40	-0.54%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	15.58K	459K	-4.62K	-22.85%
Dec 31, 2023	WETHERBY ASSET MANAGEMENT INC	0.49%	10K	294.88K	0	0
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.45%	9.28K	273.56K	-4	-0.04%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.43%	8.79K	259.11K	8.79K	+100.00%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.21%	4.25K	125.33K	-2.45K	-36.57%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.86%	17.62K	519.44K	-149	-0.84%
Dec 31, 2023	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.86%	17.78K	524.43K	-510	-2.79%
Dec 31, 2023	CITADEL ADVISORS LLC	1%	20.65K	608.99K	10.03K	+94.48%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	1.05%	21.55K	635.52K	379	+1.79%
Dec 31, 2023	STRAIT & SOUND WEALTH MANAGEMENT LLC	1.31%	27K	779.36K	-765	-2.76%

Frequently Asked Questions