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

Who are the major shareholders selling Simplify US Equity PLUS Convexity ETF stock?

FINANCIAL ENHANCEMENT GROUP LLC, in the last quarter, reduced its stake in SPYC by -2.94% restricting it's holding to 32.8 thousand shares of worth nearly $1.50M. NETWORTH ADVISORS, LLC also lessened -1.99% of the SPYC shares from its portfolio, reducing its holding to 444 shares of worth $20.29K. MERCER GLOBAL ADVISORS INC /ADV also shunned SPYC shares holding by -30.66% last quarter which brought its holding to 7.31 thousand shares worth $333.87K.

Investors who are buying SPYC stock?

As per its latest 13F filing, BANK OF MONTREAL /CAN/ increased its stake in SPYC by 100% in the last quarter. The institutional holder raised its holding to 850 shares having worth more than $23.80K. MONTGOMERY FINANCIAL SERVICES LLC also added 100% more shares of SPYC to its portfolio, raising its holding to 1.3 thousand shares of worth $59.57K. INTEGRATED WEALTH MANAGEMENT also increased its SPYC shares holding by 100% which brought its holding to 4.76 thousand shares worth $217.41K.

SPYC's major insiders: who are they?

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

Did an insider recently sell SPYC stock?

Company executives, directors, and other insiders own N/A percent of Simplify US Equity PLUS Convexity ETF's stock. Within the last six months, there have been 0 transaction(s) in which SPYC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SPYC stock?

There have been 0 transaction(s) during the past 6-months in which Simplify US Equity PLUS Convexity ETF insiders have bought stock, totalling 0 shares

How much of SPYC does insiders own?

Around 0 Simplify US Equity PLUS Convexity ETF shares are held by insiders, which represents about N/A of SPYC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SPYC?

FINANCIAL ENHANCEMENT GROUP LLC is the largest institutional owner in SPYC which holds 32.8 thousand shares worth $1.50M or 1.33% of the total SPYC shares outstanding followed by NETWORTH ADVISORS, LLC with ownership of 444 shares representing 0.02% of the SPYC ownership. BANK OF MONTREAL /CAN/ is the third largest stakeholder with 850 shares or 0.03% of the ownership worth more than $23.80K.

Is Simplify US Equity PLUS Convexity 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 SPYC is concerned, it is a stock which is not optionable.

Is there a short position on SPYC's shares?

Number of SPYC 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 SPYC shares are there?

As of today, null shares of SPYC are outstanding.

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

SPYC 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 SPYC is null.

Simplify US Equity PLUS Convexity ETF (SPYC) 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. FINANCIAL ENHANCEMENT GROUP LLC is the top corporate investor, holding 32.8K shares valued at $1.50M. A 1.33% stake in Simplify US Equity PLUS Convexity ETF is owned by the company. NETWORTH ADVISORS, LLC owns 444 shares valued at $20.29K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FINANCIAL ENHANCEMENT GROUP LLC	1.33%	32.8K	1.5M	-995	-2.94%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0.02%	444	20.29K	-9	-1.99%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.03%	850	23.8K	850	+100.00%
Jun 30, 2026	MONTGOMERY FINANCIAL SERVICES LLC	0.05%	1.3K	59.57K	1.3K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH MANAGEMENT	0.19%	4.76K	217.41K	4.76K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.3%	7.31K	333.87K	-3.23K	-30.66%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.17%	4.18K	190.85K	1.62K	+63.33%
Jun 30, 2026	UBS GROUP AG	0.01%	172	7.86K	-316	-64.75%
Jun 30, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0%	0	-	-6.54K	-100.00%
Jun 30, 2026	IFP ADVISORS, INC	0%	0	-	-35	-100.00%
Jun 30, 2026	QUEST 10 WEALTH BUILDERS, INC.	0.01%	140	6.4K	-365	-72.28%
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	290	13.1K	290	+100.00%
Jun 30, 2026		0.02%	444	20.29K	-9	-1.99%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	842	38.46K	842	+100.00%
Jun 30, 2026	KINGDOM FINANCIAL GROUP LLC.	0.06%	1.51K	68.8K	-124	-7.61%
Jun 30, 2026	IFG ADVISORY, LLC	0.09%	2.31K	105.39K	2.31K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-11.28K	-100.00%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.49%	12.02K	549.18K	-861	-6.68%
Jun 30, 2026	LPL FINANCIAL LLC	0.5%	12.48K	570.1K	1.15K	+10.17%
Jun 30, 2026	FIDUCIARY ALLIANCE LLC	0.51%	12.72K	581.01K	19	+0.15%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.54%	13.28K	606.59K	-1.24K	-8.54%
Jun 30, 2026	MANHATTAN WEST ASSET MANAGEMENT, LLC	0.58%	14.37K	656.51K	14.37K	+100.00%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	1.39%	34.27K	1.57M	32.64K	+2,002.70%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	4.4%	108.82K	4.97M	6.12K	+5.96%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	5.48%	135.68K	6.2M	-46.73K	-25.62%
Jun 30, 2026	ENTREWEALTH, LLC	10.2%	252.24K	11.9M	14.74K	+6.21%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	10.46%	258.82K	11.82M	190.36K	+278.05%
Jun 30, 2026	BLACKROCK, INC.	0.13%	3.13K	143.07K	0	0
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0.15%	3.73K	170.21K	3.73K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.22%	5.53K	252.48K	5.53K	+100.00%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.22%	5.56K	253.8K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.31%	7.6K	347.17K	7.6K	+100.00%
Jun 30, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	0.45%	11.04K	504.29K	-230	-2.04%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	13.28%	326.61K	14.92M	33.57K	+11.46%
Jun 30, 2026	AUSTIN WEALTH MANAGEMENT, LLC	27.49%	679.99K	30.64M	12.72K	+1.91%
Jun 30, 2026	ASSETMARK, INC	0%	9	411	-125	-93.28%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	17	776	0	0
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	0	-	-17	-100.00%
Jun 30, 2026	MORGAN STANLEY	0%	2	96	1	+100.00%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0.42%	10.46K	477.85K	-175	-1.65%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	43	1.94K	1	+2.38%
Jun 30, 2026	DECKER RETIREMENT PLANNING INC.	0%	105	4.8K	105	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	7.48%	182.4K	7.2M	53.15K	+41.12%
Mar 31, 2026	ENTREWEALTH, LLC	9.74%	237.5K	9.37M	9.75K	+4.28%
Mar 31, 2026	AUSTIN WEALTH MANAGEMENT, LLC	27.37%	667.27K	26.62M	-237.51K	-26.25%
Mar 31, 2026	IFP ADVISORS, INC	0%	35	1.38K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	42	1.67K	0	0
Mar 31, 2026	ASSETMARK, INC	0.01%	134	5.29K	125	+1,388.89%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0.07%	1.63K	64.32K	-208	-11.32%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0.07%	1.63K	64.32K	-38.79K	-95.97%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.1%	2.56K	100.97K	5	+0.20%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.23%	5.56K	220.82K	0	0
Mar 31, 2026	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.27%	6.54K	258.15K	6.54K	+100.00%
Mar 31, 2026	BLACKROCK, INC.	0.13%	3.13K	123.63K	0	0
Mar 31, 2026	CWM, LLC	0.15%	3.68K	145.1K	-11.26K	-75.39%
Mar 31, 2026	UBS GROUP AG	0.02%	488	19.26K	488	+100.00%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	17	1K	17	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-200	-100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	12.02%	293.04K	11.57M	-30.86K	-9.53%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.53%	12.88K	508.53K	12.88K	+100.00%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.52%	12.7K	540.11K	-93	-0.73%
Mar 31, 2026	LPL FINANCIAL LLC	0.46%	11.33K	447.14K	129	+1.15%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.46%	11.28K	445.32K	11.28K	+100.00%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.44%	10.64K	419.83K	-410	-3.71%
Mar 31, 2026	MORGAN STANLEY	0%	1	47	-150	-99.34%
Mar 31, 2026		0%	0	-	-4.82K	-100.00%
Mar 31, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	0.46%	11.27K	444.8K	-1.04K	-8.46%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.43%	10.54K	416.07K	-5.33K	-33.58%
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0.02%	505	19.93K	-15	-2.88%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	17	670	17	+100.00%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0%	0	-	-5.7K	-100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.6%	14.52K	573.1K	-100	-0.68%
Mar 31, 2026	FINANCIAL ENHANCEMENT GROUP LLC	1.39%	33.79K	1.46M	-58	-0.17%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.81%	68.46K	2.7M	-1.89K	-2.69%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	4.21%	102.7K	4.05M	27.74K	+37.00%
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0.08%	1.84K	78.55K	1.84K	+100.00%
Dec 31, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.02%	520	22.23K	15	+2.97%
Dec 31, 2025	MORGAN STANLEY	0.01%	151	6.47K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	42	1.81K	0	0
Dec 31, 2025		0.02%	490	20.95K	490	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.02%	70.35K	3.01M	-1.71K	-2.37%
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	1.78%	40.42K	1.73M	2.46K	+6.48%
Dec 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.52%	33.85K	1.44M	438	+1.31%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.66%	14.62K	624.89K	-70	-0.48%
Dec 31, 2025	CWM, LLC	0.64%	14.94K	638K	-1.16K	-7.21%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	200	9K	0	0
Dec 31, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0%	0	-	-22	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.67K	-100.00%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	5.56K	237.49K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	2.55K	109.13K	873	+51.96%
Dec 31, 2025	ASSETMARK, INC	0%	9	385	9	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	35	1.5K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.68%	15.87K	678.34K	-3.26K	-17.05%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-548	-100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	13.92%	323.9K	13.84M	73.49K	+29.35%
Dec 31, 2025	ENTREWEALTH, LLC	9.79%	227.76K	9.75M	9.13K	+4.18%
Dec 31, 2025	DECKER RETIREMENT PLANNING INC.	0%	0	-	-74	-100.00%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.57%	12.79K	546.84K	-503	-3.78%
Dec 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.55%	12.31K	526.18K	-8.16K	-39.87%
Dec 31, 2025	LPL FINANCIAL LLC	0.49%	11.2K	478.7K	-74.99K	-87.01%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-6.8K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-4.94K	-100.00%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	40.63%	904.78K	39.11M	50.06K	+5.86%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	5.56%	129.25K	5.52M	13.43K	+11.60%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	3.3%	74.96K	3.2M	5.02K	+7.18%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.49%	11.05K	472.16K	-1.47K	-11.75%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.26%	5.7K	243.58K	-504	-8.13%
Dec 31, 2025	BLACKROCK, INC.	0.13%	3.13K	133.88K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-20	-100.00%
Sep 30, 2025	UBS GROUP AG	0.02%	548	23.49K	548	+100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.66%	14.69K	629.53K	14.69K	+100.00%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	38.45%	854.72K	36.44M	30.31K	+3.68%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	11.26%	250.41K	10.73M	20.57K	+8.95%
Sep 30, 2025	ENTREWEALTH, LLC	9.83%	218.63K	9.37M	20.16K	+10.16%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	5.21%	115.82K	4.96M	-773	-0.66%
Sep 30, 2025	LPL FINANCIAL LLC	3.88%	86.19K	3.69M	73.92K	+602.29%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.24%	72.06K	3.09M	-14.29K	-16.54%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	3.15%	69.94K	3M	63.16K	+931.27%
Sep 30, 2025	LLOYD ADVISORY SERVICES, LLC.	1.71%	37.96K	1.63M	-1.02K	-2.60%
Sep 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.5%	33.41K	1.45M	-354	-1.05%
Sep 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.92%	20.47K	877.35K	-2.02K	-8.96%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.86%	19.13K	819.94K	-2.69K	-12.31%
Sep 30, 2025	CWM, LLC	0.72%	16.1K	690K	8.75K	+119.17%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.6%	13.3K	569.84K	-472	-3.43%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	10.67K	457.2K	-4.89K	-31.44%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.44%	9.74K	417.31K	-464	-4.55%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	6.8K	291.56K	951	+16.25%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.28%	6.2K	265.81K	160	+2.65%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.25%	5.56K	238.12K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	4.94K	211.53K	4.94K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.14%	3.13K	134.23K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	1.68K	72K	-38	-2.21%
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.02%	505	21.64K	13	+2.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	200	9K	-575	-74.19%
Sep 30, 2025	MORGAN STANLEY	0.01%	151	6.47K	0	0
Sep 30, 2025	DECKER RETIREMENT PLANNING INC.	0%	74	3.19K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	42	1.81K	42	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	35	1.5K	0	0
Sep 30, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0%	22	947	0	0
Sep 30, 2025	PINERIDGE ADVISORS LLC	0%	7	301	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-668	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.16K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-1.61K	-100.00%
Sep 30, 2025	TRANSCE3ND, LLC	0%	0	-	-443	-100.00%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-207	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	35	1.45K	-1.68K	-97.95%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-8.03K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	1.16K	47.81K	1.16K	+100.00%
Jun 30, 2025	CWM, LLC	0.35%	7.34K	303K	254	+3.58%
Jun 30, 2025	DECKER RETIREMENT PLANNING INC.	0%	74	3.06K	74	+100.00%
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0.01%	207	8.55K	207	+100.00%
Jun 30, 2025	TRANSCE3ND, LLC	0.02%	443	18.31K	443	+100.00%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.27%	5.74K	237.34K	5.74K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	5.85K	241.8K	5.85K	+100.00%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.32%	6.78K	280.23K	6.78K	+100.00%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.49%	10.2K	421.51K	10.2K	+100.00%
Jun 30, 2025	ENTREWEALTH, LLC	9.48%	198.47K	8.2M	15.63K	+8.55%
Jun 30, 2025	PINERIDGE ADVISORS LLC	0%	7	290	7	+100.00%
Jun 30, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0%	22	911	22	+100.00%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.61%	33.77K	1.39M	-1.66K	-4.69%
Jun 30, 2025	LLOYD ADVISORY SERVICES, LLC.	1.86%	38.98K	1.61M	38.98K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.12%	86.34K	3.57M	-2.88K	-3.23%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	5.57%	116.59K	4.82M	116.59K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	151	6.27M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.59%	12.27K	507.12K	3.36K	+37.62%
Jun 30, 2025	FIDUCIARY ALLIANCE LLC	0.66%	13.77K	568.87K	-529	-3.70%
Jun 30, 2025	CITADEL ADVISORS LLC	0.74%	15.56K	642.94M	5.86K	+60.35%
Jun 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.02%	492	20.33K	492	+100.00%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.27%	5.56K	229.57K	5.56K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	5.57K	230.22K	5.57K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	20	828	20	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	10.98%	229.84K	9.5M	-16.94K	-6.87%
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	39.37%	824.4K	33.54M	95.71K	+13.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	668	27.6K	582	+676.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.04%	775	32K	-200	-20.51%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	1.61K	60.36K	1.61K	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	1.72K	70.97K	-81	-4.50%
Jun 30, 2025	BLACKROCK, INC.	0.15%	3.13K	129.41K	0	0
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.04%	21.82K	901.5K	-42.25K	-65.94%
Jun 30, 2025		0%	74	3.06K	74	+100.00%
Jun 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	1.07%	22.49K	929.12K	22.49K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.17%	3.13K	107.88K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.49%	8.92K	307.18K	8.92K	+100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0%	0	-	-1.62K	-100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.45%	8.03K	276.63K	559	+7.48%
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.79%	14.3K	492.46K	-491	-3.32%
Mar 31, 2025	MORGAN STANLEY	0.01%	151	5.22K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	975	34K	-9.18K	-90.39%
Mar 31, 2025	IFP ADVISORS, INC	0.09%	1.71K	58.9K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-10.99K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.54%	9.7K	334.26K	156	+1.63%
Mar 31, 2025		0.81%	14.69K	505.97K	0	0
Mar 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.96%	35.43K	1.23M	-235.5K	-86.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.95%	89.23K	3.07M	-2.3K	-2.52%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	13.68%	246.78K	8.5M	-54.08K	-17.97%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.1%	1.8K	61.96K	549	+43.92%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	3.55%	64.07K	2.21M	64.07K	+100.00%
Mar 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	40.41%	728.69K	26.62M	59.89K	+8.95%
Mar 31, 2025	WOLVERINE TRADING, LLC	0%	0	-	-18.87K	-100.00%
Mar 31, 2025	CWM, LLC	0.39%	7.09K	244K	3.83K	+117.28%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	86	2.96K	86	+100.00%

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