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

Who are the major shareholders selling TBG Dividend Focus ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in TBG by -3.08% restricting it's holding to 6.64 thousand shares of worth nearly $241.97K. TEAM FINANCIAL GROUP, LLC also lessened -100% of the TBG shares from its portfolio, reducing its holding to 0 shares of worth -. CITADEL ADVISORS LLC also shunned TBG shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying TBG stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in TBG by 100% in the last quarter. The institutional holder raised its holding to 800 shares having worth more than $29.18K. COMMONWEALTH EQUITY SERVICES, LLC also added 2.66% more shares of TBG to its portfolio, raising its holding to 43.22 thousand shares of worth $1.58M. STIFEL FINANCIAL CORP also increased its TBG shares holding by 13.85% which brought its holding to 57.26 thousand shares worth $2.09M.

TBG's major insiders: who are they?

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

Did an insider recently sell TBG stock?

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

Which insider recently purchased TBG stock?

There have been 0 transaction(s) during the past 6-months in which TBG Dividend Focus ETF insiders have bought stock, totalling 0 shares

How much of TBG does insiders own?

Around 0 TBG Dividend Focus ETF shares are held by insiders, which represents about N/A of TBG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TBG?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in TBG which holds 800 shares worth $29.18K or 0.01% of the total TBG shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 43.22 thousand shares representing 0.69% of the TBG ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 57.26 thousand shares or 0.91% of the ownership worth more than $2.09M.

Is TBG Dividend Focus 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 TBG is concerned, it is a stock which is not optionable.

Is there a short position on TBG's shares?

Number of TBG 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 TBG shares are there?

As of today, null shares of TBG are outstanding.

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

TBG 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 TBG is null.

TBG Dividend Focus ETF (TBG) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 800 shares valued at $29.18K. A 0.01% stake in TBG Dividend Focus ETF is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 43.22K shares valued at $1.58M, which translates its holding of 0.69% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	800	29.18K	800	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	43.22K	1.58M	1.12K	+2.66%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.91%	57.26K	2.09M	6.97K	+13.85%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	2%	125.65K	4.58M	20.97K	+20.03%
Jun 30, 2026	TRAYNOR CAPITAL MANAGEMENT, INC.	0.11%	7.13K	259.95K	0	0
Jun 30, 2026	GTS SECURITIES LLC	0.12%	7.44K	271.15K	7.44K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.13%	7.89K	287.76K	34	+0.43%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	8.32K	303.17K	8.32K	+100.00%
Jun 30, 2026	CHARIS LEGACY PARTNERS, LLC	0.22%	13.52K	492.88K	3.67K	+37.20%
Jun 30, 2026	INSIGHT WEALTH PARTNERS, LLC	1.04%	65.12K	2.37M	4.61K	+7.62%
Jun 30, 2026	STOKES CAPITAL ADVISORS, LLC	1.27%	80K	2.92M	12.86K	+19.15%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.47%	154.87K	5.65M	23.17K	+17.59%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	37.18%	2.34M	85.14M	84.77K	+3.77%
Jun 30, 2026		1.12%	71.14K	2.65M	8.35K	+13.29%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	6.64K	241.97K	-211	-3.08%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.42%	26.53K	967.43K	10.33K	+63.75%
Jun 30, 2026	TEAM FINANCIAL GROUP, LLC	0%	0	-	-3.43K	-100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-7.84K	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	391	14.32K	391	+100.00%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.09%	5.89K	214.68K	40	+0.68%
Jun 30, 2026	BOYER FINANCIAL SERVICES, INC.	1.13%	71.14K	2.65M	8.35K	+13.29%
Jun 30, 2026	MORGAN STANLEY	0%	103	3.79K	0	0
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.02%	1.36K	49.62K	1.36K	+100.00%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.04%	2.3K	84K	1K	+77.51%
Jun 30, 2026	HILLTOP NATIONAL BANK	0.01%	396	14.44K	0	0
Jun 30, 2026	BARE FINANCIAL SERVICES, INC	0.02%	1.25K	45.58K	1.25K	+100.00%
Jun 30, 2026	FOREFRONT WEALTH PARTNERS, LLC	0.45%	28.3K	1.03M	12.77K	+82.24%
Jun 30, 2026	ABUNDANCE WEALTH COUNSELORS	24.96%	1.57M	57.16M	646.81K	+70.23%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-8.12K	-100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	1.24K	0	0
Jun 30, 2026	BETTERMENT LLC	0.09%	5.66K	206K	5.66K	+100.00%
Jun 30, 2026	KEEL POINT, LLC	0.11%	6.63K	241.56K	38	+0.58%
Mar 31, 2026	CHARIS LEGACY PARTNERS, LLC	0.15%	9.85K	343.47K	2.05K	+26.26%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.78%	50.29K	1.75M	2.25K	+4.69%
Mar 31, 2026	INSIGHT WEALTH PARTNERS, LLC	0.94%	60.51K	2.11M	6.42K	+11.86%
Mar 31, 2026		0.97%	62.79K	2.19M	-6.04K	-8.78%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-306	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-286	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-750	-100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	34	1.19K	34	+100.00%
Mar 31, 2026	MORGAN STANLEY	0%	103	3.61K	102	+10,200.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-19.69K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-740	-100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	42.1K	1.47M	-333	-0.78%
Mar 31, 2026	STOKES CAPITAL ADVISORS, LLC	1.04%	67.14K	2.34M	9.03K	+15.55%
Mar 31, 2026	CWM, LLC	0.09%	5.92K	206.51K	-810	-12.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.04%	131.7K	4.59M	5.06K	+3.99%
Mar 31, 2026	TRAYNOR CAPITAL MANAGEMENT, INC.	0.11%	7.13K	246.41K	917	+14.76%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	6.85K	238.73K	6.85K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	34.9%	2.25M	78.45M	70.51K	+3.23%
Mar 31, 2026	ABUNDANCE WEALTH COUNSELORS	14.28%	920.94K	32.1M	97.85K	+11.89%
Mar 31, 2026	GTS SECURITIES LLC	0%	0	-	-41.15K	-100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	1.62%	104.68K	3.65M	19.84K	+23.38%
Mar 31, 2026	INSPIRE ADVISORS, LLC	0.09%	5.85K	203.87K	5.85K	+100.00%
Mar 31, 2026	FOREFRONT WEALTH PARTNERS, LLC	0.24%	15.53K	541.27K	15.53K	+100.00%
Mar 31, 2026	HILLTOP NATIONAL BANK	0.01%	396	13.81K	0	0
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.02%	1.29K	45K	209	+19.26%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.25%	16.2K	564.87K	9.42K	+138.89%
Mar 31, 2026	TEAM FINANCIAL GROUP, LLC	0.05%	3.43K	119.4K	3.43K	+100.00%
Mar 31, 2026	KEEL POINT, LLC	0.1%	6.59K	229.62K	249	+3.93%
Mar 31, 2026	CITADEL ADVISORS LLC	0.12%	7.84K	273.34K	7.84K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.12%	7.86K	273.91K	17	+0.22%
Mar 31, 2026	JANE STREET GROUP, LLC	0.13%	8.12K	283.13K	-2.16K	-20.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	750	25.04K	-750	-50.00%
Dec 31, 2025	HILLTOP NATIONAL BANK	0.01%	396	13.22K	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-160	-100.00%
Dec 31, 2025	CHARIS LEGACY PARTNERS, LLC	0.14%	7.8K	260.56K	7.8K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	19.69K	657.58K	9.39K	+91.20%
Dec 31, 2025	JANE STREET GROUP, LLC	0.18%	10.28K	343.22K	10.28K	+100.00%
Dec 31, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0%	0	-	-109.29K	-100.00%
Dec 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.94%	54.1K	1.81M	14.74K	+37.45%
Dec 31, 2025		0%	0	-	-7.34K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	7.84K	261.82K	-527	-6.30%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.12%	6.78K	226.48K	1.93K	+39.71%
Dec 31, 2025	CWM, LLC	0.12%	6.73K	225K	2.18K	+47.71%
Dec 31, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.11%	6.21K	207.45K	-168	-2.63%
Dec 31, 2025	KEEL POINT, LLC	0.11%	6.34K	211.62K	48	+0.76%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.02%	1.09K	36K	9	+0.84%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	740	25K	740	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	306	10.2K	3	+0.99%
Dec 31, 2025	UBS GROUP AG	0%	286	9.55K	185	+183.17%
Dec 31, 2025	MORGAN STANLEY	0%	1	39	-204	-99.51%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-7.34K	-100.00%
Dec 31, 2025	SIGNATUREFD, LLC	0%	0	-	-3.08K	-100.00%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-43.59K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-1.7K	-100.00%
Dec 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0%	0	-	-7.94K	-100.00%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0%	0	-	-88.3K	-100.00%
Dec 31, 2025	ONEASCENT FAMILY OFFICE, LLC	0%	0	-	-11.35K	-100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	39.09%	2.18M	72.78M	57.34K	+2.70%
Dec 31, 2025	ABUNDANCE WEALTH COUNSELORS	14.76%	823.1K	27.48M	566.91K	+221.29%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.27%	126.65K	4.23M	4.77K	+3.91%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	1.46%	84.84K	2.83M	20.3K	+31.46%
Dec 31, 2025	STOKES CAPITAL ADVISORS, LLC	1.04%	58.11K	1.94M	10.48K	+22.01%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.83%	48.03K	1.6M	-2.23K	-4.43%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	42.43K	1.42M	2.31K	+5.76%
Dec 31, 2025	GTS SECURITIES LLC	0.71%	41.15K	1.37M	7.69K	+22.98%
Sep 30, 2025		0.13%	7.34K	242.7K	7.34K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	38.87%	2.12M	70.19M	383.72K	+22.07%
Sep 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.12%	6.38K	211.03K	31	+0.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.23%	121.88K	4.03M	5.73K	+4.93%
Sep 30, 2025	ABUNDANCE WEALTH COUNSELORS	4.69%	256.18K	8.47M	11.62K	+4.75%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	2%	109.29K	3.61M	109.29K	+100.00%
Sep 30, 2025	STOKES CAPITAL ADVISORS, LLC	0.87%	47.62K	1.57M	409	+0.87%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	1.18%	64.54K	2.13M	26.47K	+69.51%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-453	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-2.68K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	101	3.34K	101	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	303	10.02K	2	+0.66%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	160	5.29K	160	+100.00%
Sep 30, 2025	MORGAN STANLEY	0%	205	6.78K	-876	-81.04%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.02%	1.08K	36K	597	+124.63%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	1.62%	88.3K	2.92M	88.3K	+100.00%
Sep 30, 2025	HILLTOP NATIONAL BANK	0.01%	396	13.1K	0	0
Sep 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.21%	11.35K	375.25K	11.35K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.92%	50.26K	1.66M	5.68K	+12.73%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.8%	43.59K	1.44M	43.59K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	40.12K	1.33M	-2.05K	-4.86%
Sep 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.72%	39.36K	1.3M	19.96K	+102.89%
Sep 30, 2025	GTS SECURITIES LLC	0.61%	33.46K	1.11M	23.49K	+235.68%
Sep 30, 2025	KEEL POINT, LLC	0.12%	6.29K	208.02K	6.29K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	4.86K	160.56K	4.7K	+3,032.26%
Sep 30, 2025	CWM, LLC	0.08%	4.56K	151K	4.56K	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0.06%	3.08K	101.69K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	10.3K	340.62K	10.3K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.15%	8.37K	276.73K	-80	-0.95%
Sep 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.15%	7.94K	262.41K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.5K	49.61K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.7K	56.18K	13	+0.77%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	7.34K	242.79K	954	+14.93%
Jun 30, 2025	STOKES CAPITAL ADVISORS, LLC	0.97%	47.21K	1.52M	47.21K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.69K	54.38K	1.69K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-6.22K	-100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-9.2K	-100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	453	14.58K	453	+100.00%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	479	15K	479	+100.00%
Jun 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0%	0	-	-17.85K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-7.3K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	1.5K	48.27K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	2.68K	86.31K	-7.19K	-72.83%
Jun 30, 2025	SIGNATUREFD, LLC	0.06%	3.08K	98.95K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	6.39K	205.57K	-31.65K	-83.20%
Jun 30, 2025	MORGAN STANLEY	0.02%	1.08K	34.79K	1.08K	+100.00%
Jun 30, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.13%	6.35K	207.12K	37	+0.59%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	8.45K	271.86K	0	0
Jun 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.4%	19.4K	624.23K	6.03K	+45.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	42.17K	1.36M	528	+1.27%
Jun 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.16%	7.94K	255.35K	7.94K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.21%	9.97K	320.74K	9.97K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.79%	38.08K	1.23M	15.08K	+65.58%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.92%	44.59K	1.43M	6.53K	+17.16%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.4%	116.15K	3.74M	104.09K	+862.97%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	35.87%	1.74M	55.95M	148.6K	+9.35%
Jun 30, 2025	TRUIST FINANCIAL CORP	0%	0	-	-38.03K	-100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	155	4.99K	155	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	301	9.68K	2	+0.67%
Jun 30, 2025	HILLTOP NATIONAL BANK	0.01%	396	12.74K	396	+100.00%
Jun 30, 2025	ABUNDANCE WEALTH COUNSELORS	5.04%	244.56K	7.87M	244.56K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.97%	38.06K	1.25M	25.74K	+209.01%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	6.22K	203.58K	6.22K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	9.87K	323.2K	9.87K	+100.00%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.23%	9.2K	301.38K	9.2K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	8.45K	276.64K	8.45K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	1.5K	49.12K	1.5K	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	299	9.78K	299	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	7.3K	238.88K	7.3K	+100.00%
Mar 31, 2025	SIGNATUREFD, LLC	0.08%	3.08K	100.69K	0	0
Mar 31, 2025	TRAYNOR CAPITAL MANAGEMENT, INC.	0.16%	6.31K	206.72K	6.31K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	40.59%	1.59M	52.07M	47.41K	+3.07%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.97%	38.03K	1.25M	38.03K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.97%	38.03K	1.25M	38.03K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.73%	28.67K	938.66K	28.67K	+100.00%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.59%	23K	753K	11.54K	+100.67%
Mar 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.46%	17.85K	584.41K	-1.22K	-6.42%
Mar 31, 2025	GTS SECURITIES LLC	0%	0	-	-31.79K	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-3.06K	-100.00%
Mar 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.34%	13.37K	437.78K	13.37K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	12.06K	395K	4.35K	+56.43%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.06%	41.64K	1.36M	10.91K	+35.50%

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