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

Who are the major shareholders selling Invesco S&P 500 Value with Momentum ETF stock?

SOUND INCOME STRATEGIES, LLC, in the last quarter, reduced its stake in SPVM by -100% restricting it's holding to 0 shares of worth nearly -. TOWER RESEARCH CAPITAL LLC (TRC) also lessened -87.14% of the SPVM shares from its portfolio, reducing its holding to 874 shares of worth $65.04K. MERCER GLOBAL ADVISORS INC /ADV also shunned SPVM shares holding by -3.4% last quarter which brought its holding to 3.1 thousand shares worth $230.46K.

Investors who are buying SPVM stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in SPVM by 100% in the last quarter. The institutional holder raised its holding to 205 shares having worth more than $15.24K. FMR LLC also added 3,571.43% more shares of SPVM to its portfolio, raising its holding to 257 shares of worth $19.12K. CAPE INVESTMENT ADVISORY, INC. also increased its SPVM shares holding by 100% which brought its holding to 361 shares worth $26.83K.

SPVM's major insiders: who are they?

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

Did an insider recently sell SPVM stock?

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

Which insider recently purchased SPVM stock?

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

How much of SPVM does insiders own?

Around 0 Invesco S&P 500 Value with Momentum ETF shares are held by insiders, which represents about N/A of SPVM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SPVM?

KEY FINANCIAL INC is the largest institutional owner in SPVM which holds 59 shares worth $4.39K or 0% of the total SPVM shares outstanding followed by SOUND INCOME STRATEGIES, LLC with ownership of 0 shares representing 0% of the SPVM ownership. LARSON FINANCIAL GROUP LLC is the third largest stakeholder with 1 shares or 0% of the ownership worth more than $58.00.

Is Invesco S&P 500 Value with Momentum 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 SPVM is concerned, it is a stock which is optionable.

Is there a short position on SPVM's shares?

Number of SPVM 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 SPVM shares are there?

As of today, null shares of SPVM are outstanding.

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

SPVM 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 SPVM is null.

Invesco S&P 500 Value with Momentum ETF (SPVM) 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. KEY FINANCIAL INC is the top corporate investor, holding 59 shares valued at $4.39K. A 0% stake in Invesco S&P 500 Value with Momentum ETF is owned by the company. SOUND INCOME STRATEGIES, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KEY FINANCIAL INC	0%	59	4.39K	0	0
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0%	0	-	-209	-100.00%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0%	1	58	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.01%	205	15.24K	205	+100.00%
Jun 30, 2026	FMR LLC	0.02%	257	19.12K	250	+3,571.43%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.02%	361	26.83K	361	+100.00%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.02%	400	29.77K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.02%	419	31.18K	343	+451.32%
Jun 30, 2026	ABOUND FINANCIAL, LLC	0.03%	564	42K	2	+0.36%
Jun 30, 2026	ROYAL BANK OF CANADA	0.04%	649	48K	36	+5.87%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	874	65.04K	-5.92K	-87.14%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	2.8K	207.96K	2.8K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.18%	3.1K	230.46K	-109	-3.40%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	1.29%	21.97K	1.64M	1.36K	+6.58%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	19.84K	1.48M	-56	-0.28%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.15%	19.51K	1.45M	-980	-4.78%
Jun 30, 2026	IFG ADVISORY, LLC	0.9%	15.22K	1.13M	15.22K	+100.00%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.83%	14.18K	1.06M	5.59K	+65.14%
Jun 30, 2026	LPL FINANCIAL LLC	11.37%	193.28K	14.38M	-2.84K	-1.45%
Jun 30, 2026	BETA WEALTH GROUP, INC.	10.21%	173.48K	12.91M	1.36K	+0.79%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	31	2.31K	31	+100.00%
Jun 30, 2026	ASSETMARK, INC	0.01%	200	14.88K	200	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.27%	4.62K	343.79K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.27%	4.57K	339.87K	-8.38K	-64.72%
Jun 30, 2026	NVEST FINANCIAL, LLC	0.25%	4.17K	310.39K	4.17K	+100.00%
Jun 30, 2026	COOPER FINANCIAL GROUP	0.25%	4.17K	310.07K	-2.5K	-37.53%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.22%	3.72K	276.48K	3.72K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	3.27K	247.19K	3.27K	+100.00%
Jun 30, 2026	ACCENT CAPITAL MANAGEMENT, LLC	0.06%	1K	74.41K	0	0
Jun 30, 2026	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	9.87%	167.8K	12.49M	8.14K	+5.10%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.51%	76.59K	5.7M	22.75K	+42.25%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.48%	42.16K	3.14M	10.07K	+31.38%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.5%	8.5K	632K	2.56K	+43.02%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.86%	31.54K	2.37M	13.88K	+78.62%
Jun 30, 2026	MORGAN STANLEY	0.75%	12.71K	945.8K	5.53K	+76.97%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.63%	10.73K	798.36K	4.3K	+66.83%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	1.68%	28.63K	2.13M	19.97K	+230.57%
Jun 30, 2026	CITADEL ADVISORS LLC	0.3%	5.07K	377.28K	5.07K	+100.00%
Jun 30, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.3%	5.03K	374.45K	5.03K	+100.00%
Jun 30, 2026	TACTIVE ADVISORS, LLC	0%	0	-	-90.26K	-100.00%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-283	-100.00%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.39%	6.67K	459.56K	-1.5K	-18.37%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	1.21%	20.61K	1.42M	20.61K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.21%	20.49K	1.41M	1.25K	+6.48%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	19.9K	1.37M	16.32K	+455.84%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.04%	17.66K	1.2M	8.8K	+99.26%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.76%	12.94K	891.84K	8.38K	+183.42%
Mar 31, 2026	IFG ADVISORY, LLC	0%	0	-	-12.54K	-100.00%
Mar 31, 2026	ACCENT CAPITAL MANAGEMENT, LLC	0.06%	1K	68.9K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	LPL FINANCIAL LLC	11.54%	196.12K	13.51M	56.86K	+40.83%
Mar 31, 2026	BETA WEALTH GROUP, INC.	10.13%	172.12K	11.86M	-2.55K	-1.46%
Mar 31, 2026	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	9.39%	159.66K	11M	1.87K	+1.19%
Mar 31, 2026	ABOUND FINANCIAL, LLC	0.03%	562	38.71K	3	+0.54%
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	613	42K	-177	-22.41%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.19%	3.21K	220.89K	106	+3.42%
Mar 31, 2026	PRIVATE TRUST CO NA	0.27%	4.62K	318.32K	0	0
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	5.94K	409K	5.94K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.89%	32.09K	2.21M	-5.19K	-13.92%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.4%	6.8K	468.24K	6.8K	+100.00%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.51%	8.59K	591K	8.59K	+100.00%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0%	1	53	-547	-99.82%
Mar 31, 2026	FMR LLC	0%	7	482	7	+100.00%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0%	12	827	0	0
Mar 31, 2026	KEY FINANCIAL INC	0%	59	4.07K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.1K	-100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-150	-100.00%
Mar 31, 2026	CWM, LLC	0.01%	114	7.86K	114	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.01%	209	14.44K	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.02%	283	19.5K	283	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.42%	7.18K	494.86K	-15.13K	-67.81%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.51%	8.66K	596.92K	8.66K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.17%	53.84K	3.71M	-200.21K	-78.81%
Mar 31, 2026	TACTIVE ADVISORS, LLC	5.31%	90.26K	6.22M	90.26K	+100.00%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0%	0	-	-634	-100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.38%	6.43K	443.13K	4.86K	+308.32%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.02%	400	27.56K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0%	76	5.24K	14	+22.58%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.46%	37.28K	2.53M	114	+0.31%
Dec 31, 2025	LPL FINANCIAL LLC	12.94%	139.26K	9.44M	23.35K	+20.15%
Dec 31, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	14.67%	157.79K	10.7M	5.57K	+3.66%
Dec 31, 2025	BETA WEALTH GROUP, INC.	16.24%	174.67K	11.84M	-3.29K	-1.85%
Dec 31, 2025	MORGAN STANLEY	2.07%	22.31K	1.51M	1.16K	+5.46%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	1.58K	106.75K	2	+0.13%
Dec 31, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0.09%	1K	67.79K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	46	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-172	-100.00%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0%	12	813	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.01%	62	4.2K	62	+100.00%
Dec 31, 2025	ABOUND FINANCIAL, LLC	0.05%	559	37.88K	559	+100.00%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	634	42.94K	634	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.79%	19.24K	1.3M	868	+4.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.42%	4.57K	309.6K	-306	-6.28%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.82%	8.86K	600.79K	3.52K	+65.85%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.29%	3.1K	210.14K	3.1K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	1.1K	74.78K	1.1K	+100.00%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.05%	548	37.13K	548	+100.00%
Dec 31, 2025	KEY FINANCIAL INC	0.01%	59	4K	-84	-58.74%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	400	27.12K	0	0
Dec 31, 2025	CITIGROUP INC	0%	0	-	-100	-100.00%
Dec 31, 2025	COOPER FINANCIAL GROUP	0.76%	8.17K	553.86K	-1.44K	-15.00%
Dec 31, 2025	IFG ADVISORY, LLC	1.17%	12.54K	849.77K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	23.61%	254.05K	17.22M	234.48K	+1,198.10%
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	790	54K	83	+11.74%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	3.58K	242.68K	-1K	-21.83%
Dec 31, 2025	PRIVATE TRUST CO NA	0.43%	4.62K	313.17K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	150	10.17K	150	+100.00%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.02%	209	14.5K	209	+100.00%
Sep 30, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0.09%	1K	65.75K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.07%	707	46K	3	+0.43%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	1.57K	101.85K	390	+32.97%
Sep 30, 2025	PRIVATE TRUST CO NA	0.43%	4.62K	303.78K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.46%	4.87K	320.43K	0	0
Sep 30, 2025	MORGAN STANLEY	1.98%	21.15K	1.39M	-9.35K	-30.65%
Sep 30, 2025	BETA WEALTH GROUP, INC.	16.62%	177.96K	11.7M	180	+0.10%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-28	-100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	400	26.3K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	4.58K	301.15K	4.58K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.01%	100	6.58K	100	+100.00%
Sep 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	65	0	0
Sep 30, 2025	IFG ADVISORY, LLC	1.17%	12.54K	824.28K	-650	-4.93%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	12	789	12	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.9%	9.61K	632.1K	-37.89K	-79.76%
Sep 30, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	14.22%	152.22K	10.01M	152.22K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	10.82%	115.91K	7.62M	6.18K	+5.63%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.47%	37.16K	2.44M	552	+1.51%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.83%	19.57K	1.29M	-3.46K	-15.02%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.5%	5.34K	350.21K	2.03K	+61.45%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	172	11.31K	-1.75K	-91.06%
Sep 30, 2025	KEY FINANCIAL INC	0.01%	143	9.35K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.72%	18.37K	1.21M	14.92K	+431.96%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-4.7K	-100.00%
Jun 30, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-76.79K	-100.00%
Jun 30, 2025	BETA WEALTH GROUP, INC.	17.92%	177.78K	10.63M	36.82K	+26.12%
Jun 30, 2025	COOPER FINANCIAL GROUP	4.79%	47.5K	2.84M	-460	-0.96%
Jun 30, 2025	MORGAN STANLEY	3.07%	30.5K	1.82M	-1.05K	-3.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.32%	23.03K	1.38M	2.98K	+14.86%
Jun 30, 2025	IFG ADVISORY, LLC	1.33%	13.19K	788.28K	188	+1.45%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	4.87K	291.33K	0	0
Jun 30, 2025		0%	0	-	-550	-100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.47%	4.62K	276.19K	2.22K	+92.50%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.33%	3.31K	196.09K	1.54K	+86.48%
Jun 30, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0.1%	1K	59.78K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	704	42K	3	+0.43%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	400	23.91K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0.01%	143	8.55K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-4K	-100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	0	-	-12	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	11.06%	109.73K	6.56M	28.14K	+34.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.69%	36.61K	2.19M	864	+2.42%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	3.45K	206.06K	3.45K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	1.18K	70.72K	-1.2K	-50.34%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.19%	1.92K	114.96K	-608	-24.02%
Jun 30, 2025	UBS GROUP AG	0%	28	1.67K	28	+100.00%
Jun 30, 2025	FMR LLC	0%	1	60	1	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	58	0	0
Jun 30, 2025	ABOUND FINANCIAL, LLC	0%	0	-	-550	-100.00%
Mar 31, 2025		0.07%	550	31.55K	550	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.08%	701	40K	-268	-27.66%
Mar 31, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0.12%	1K	57.37K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.58%	4.87K	279.58K	-69	-1.40%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	1.78K	100.69K	1.03K	+137.62%
Mar 31, 2025	IFG ADVISORY, LLC	1.55%	13K	745.7K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.39%	20.05K	1.15M	-6.9K	-25.60%
Mar 31, 2025	MORGAN STANLEY	3.76%	31.55K	1.81M	2.6K	+8.97%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.26%	35.75K	2.05M	-440	-1.22%
Mar 31, 2025	COOPER FINANCIAL GROUP	5.71%	47.96K	2.75M	-1.47K	-2.97%
Mar 31, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	9.15%	76.79K	4.41M	76.79K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	9.72%	81.58K	4.68M	8.07K	+10.97%
Mar 31, 2025	BETA WEALTH GROUP, INC.	16.79%	140.96K	8.09M	140.96K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1	-100.00%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.05%	400	22.95K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	2.38K	136.63K	682	+40.12%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	70	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.29%	2.4K	137.69K	2.4K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.3%	2.53K	145.2K	-1.32K	-34.29%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0%	12	688	12	+100.00%
Mar 31, 2025	KEY FINANCIAL INC	0.02%	143	8.2K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	4K	229K	-5	-0.13%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	4.7K	269.35K	-2.72K	-36.68%
Mar 31, 2024	IFG ADVISORY, LLC	1.69%	13.31K	750.32K	-50	-0.37%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	50	0	0
Mar 31, 2024	FMR LLC	0%	1	56	1	+100.00%
Mar 31, 2024	KEY FINANCIAL INC	0.02%	143	8.06K	0	0
Mar 31, 2024	UBS GROUP AG	0.03%	220	12.41K	155	+238.46%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.03%	270	15.28K	1	+0.37%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.09%	700	39.47K	700	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.27%	2.12K	119.38K	2.12K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.38%	2.88K	162.23K	-550	-16.05%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.52%	3.86K	217.84K	1.16K	+42.70%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.77%	6.06K	341.62K	-45	-0.74%
Mar 31, 2024	ROYAL BANK OF CANADA	0.79%	5.92K	334K	2.33K	+65.02%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	6.3K	355K	6.3K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.62%	12.14K	684.8K	12.14K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.71%	12.8K	721.51K	-913	-6.66%
Mar 31, 2024	CITADEL ADVISORS LLC	3.32%	24.84K	1.4M	24.84K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	5.63%	42.2K	2.38M	-2.71K	-6.03%
Mar 31, 2024	COOPER FINANCIAL GROUP	7.1%	56.02K	3.16M	-16.48K	-22.73%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.05%	400	21.93K	-221	-35.59%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.27%	32.02K	1.81M	-1.46K	-4.37%
Mar 31, 2024	MORGAN STANLEY	6.06%	45.39K	2.56M	764	+1.71%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.5%	3.43K	173.83K	-747	-17.90%
Dec 31, 2023	ROYAL BANK OF CANADA	0.52%	3.59K	182K	-991	-21.64%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.88%	6.1K	309.55K	-3.73K	-37.93%
Dec 31, 2023	IFG ADVISORY, LLC	1.93%	13.36K	677.47K	13	+0.10%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.98%	13.71K	695.33K	1.48K	+12.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.84%	33.49K	1.7M	-5.48K	-14.06%
Dec 31, 2023	MORGAN STANLEY	6.45%	44.62K	2.26M	-7.31K	-14.08%
Dec 31, 2023	LPL FINANCIAL LLC	6.49%	44.91K	2.28M	-13.23K	-22.75%
Dec 31, 2023	COOPER FINANCIAL GROUP	10.48%	72.51K	3.68M	2.98K	+4.28%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	40	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	65	3.3K	-441	-87.15%
Dec 31, 2023	KEY FINANCIAL INC	0.02%	143	7.25K	0	0
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.04%	269	13K	2	+0.75%
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.09%	621	31.5K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.39%	2.71K	137.31K	-3.63K	-57.27%

Frequently Asked Questions