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

Who are the major shareholders selling T. Rowe Price Equity Income ETF stock?

OARSMAN CAPITAL, INC., in the last quarter, reduced its stake in TEQI by -0.06% restricting it's holding to 6.66 thousand shares of worth nearly $335.38K. JANNEY MONTGOMERY SCOTT LLC also lessened -0.81% of the TEQI shares from its portfolio, reducing its holding to 12.25 thousand shares of worth $617.00K. KESTRA ADVISORY SERVICES, LLC also shunned TEQI shares holding by -41.04% last quarter which brought its holding to 13.12 thousand shares worth $660.77K.

Investors who are buying TEQI stock?

As per its latest 13F filing, HARBOUR INVESTMENTS, INC. increased its stake in TEQI by 22.84% in the last quarter. The institutional holder raised its holding to 11.43 thousand shares having worth more than $575.58K. also added 3.45% more shares of TEQI to its portfolio, raising its holding to 11.75 thousand shares of worth $592.06K. BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. also increased its TEQI shares holding by 12.52% which brought its holding to 12.59 thousand shares worth $634.34K.

TEQI's major insiders: who are they?

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

Did an insider recently sell TEQI stock?

Company executives, directors, and other insiders own N/A percent of T. Rowe Price Equity Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which TEQI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TEQI stock?

There have been 0 transaction(s) during the past 6-months in which T. Rowe Price Equity Income ETF insiders have bought stock, totalling 0 shares

How much of TEQI does insiders own?

Around 0 T. Rowe Price Equity Income ETF shares are held by insiders, which represents about N/A of TEQI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TEQI?

OARSMAN CAPITAL, INC. is the largest institutional owner in TEQI which holds 6.66 thousand shares worth $335.38K or 0.08% of the total TEQI shares outstanding followed by HARBOUR INVESTMENTS, INC. with ownership of 11.43 thousand shares representing 0.14% of the TEQI ownership. is the third largest stakeholder with 11.75 thousand shares or 0.15% of the ownership worth more than $592.06K.

Is T. Rowe Price Equity Income 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 TEQI is concerned, it is a stock which is not optionable.

Is there a short position on TEQI's shares?

Number of TEQI 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 TEQI shares are there?

As of today, null shares of TEQI are outstanding.

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

TEQI 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 TEQI is null.

T Rowe Price Equity Income ETF (TEQI) 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. OARSMAN CAPITAL, INC. is the top corporate investor, holding 6.66K shares valued at $335.38K. A 0.08% stake in T. Rowe Price Equity Income ETF is owned by the company. HARBOUR INVESTMENTS, INC. owns 11.43K shares valued at $575.58K, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	OARSMAN CAPITAL, INC.	0.08%	6.66K	335.38K	-4	-0.06%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.14%	11.43K	575.58K	2.12K	+22.84%
Jun 30, 2026		0.15%	11.75K	592.06K	392	+3.45%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	12.25K	617K	-100	-0.81%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.16%	12.59K	634.34K	1.4K	+12.52%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	13.12K	660.77K	-9.13K	-41.04%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.17%	13.48K	678.87K	-22	-0.16%
Jun 30, 2026	ROYAL BANK OF CANADA	0.2%	16.29K	821K	-758	-4.45%
Jun 30, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.25%	19.86K	1M	1.16K	+6.20%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	20.17K	1.02M	-326	-1.59%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	23K	1.16M	1.24K	+5.68%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.36%	28.27K	1.42M	-38.23K	-57.49%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	32.54K	1.64M	-372	-1.13%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.71%	56.17K	2.83M	46.29K	+468.77%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.87%	148.73K	7.49M	26.71K	+21.89%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	3.18%	253.21K	12.69M	6.52K	+2.64%
Jun 30, 2026	PRICE T ROWE ASSOCIATES INC /MD/	40.08%	3.19M	160.61M	3.78K	+0.12%
Jun 30, 2026	CORE WEALTH ADVISORS, INC.	0.07%	5.35K	269.33K	0	0
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.09%	6.87K	345.84K	6.87K	+100.00%
Jun 30, 2026	MARINER, LLC	0.1%	8.17K	411.61K	8.17K	+100.00%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.08%	5.99K	301.74K	6	+0.10%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.42%	33.4K	1.68M	680	+2.08%
Jun 30, 2026	BLOM & HOWELL FINANCIAL PLANNING, INC.	0.15%	11.75K	592.06K	392	+3.45%
Jun 30, 2026	QUANTUM FINANCIAL PARTNERS LLC	1.49%	118.67K	5.98M	118.67K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.55%	43.44K	2.19M	257	+0.60%
Jun 30, 2026	ASSOCIATED BANC-CORP	0.55%	43.78K	2.21M	5.97K	+15.80%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.62%	48.94K	2.47M	-4.37K	-8.20%
Jun 30, 2026	M HOLDINGS SECURITIES, INC.	0.63%	50.22K	2.54M	362	+0.73%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.79%	62.56K	3.15M	4.23K	+7.24%
Jun 30, 2026	LANTZ FINANCIAL LLC	1.65%	131.07K	6.6M	8.77K	+7.17%
Jun 30, 2026	MORGAN STANLEY	0%	1	56	0	0
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	400	20.15K	0	0
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.01%	400	20.15K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	569	28.67K	569	+100.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	47.86K	0	0
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.01%	1.06K	53.17K	4	+0.38%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.01%	1.17K	59.05K	0	0
Jun 30, 2026	CENTRAL TRUST CO	0.04%	3.49K	175.63K	-269	-7.16%
Jun 30, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.05%	3.8K	191.51K	9	+0.24%
Jun 30, 2026	BEACON INVESTMENT ADVISORS LLC	0.05%	4.12K	207.66K	4.12K	+100.00%
Jun 30, 2026	NUVEEN, LLC	0.06%	4.93K	248.53K	4.93K	+100.00%
Jun 30, 2026	LANDAAS & CO /WI /ADV	1.75%	139.32K	7.02M	24.73K	+21.58%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	3.45%	274.03K	13.81M	-127.66K	-31.78%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	0	-	-400	-100.00%
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-10.14K	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-360	-100.00%
Jun 30, 2026	JOHNSON FINANCIAL GROUP, INC.	0%	0	-	-536	-100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.05%	3.8K	191.51K	3.8K	+100.00%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	0	-	-448	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-17.74K	-100.00%
Jun 30, 2026	ARCHER INVESTMENT CORP	0.01%	557	28.06K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	71.79K	0	0
Jun 30, 2026	ASSET ONE WEALTH MANAGEMENT LLC	1.22%	97.08K	4.97M	-891	-0.91%
Jun 30, 2026	LPL FINANCIAL LLC	0.11%	8.7K	438.16K	2.36K	+37.16%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.08%	6.47K	326.06K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.72%	58.34K	2.63M	-244	-0.42%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.05%	3.79K	170.72K	-847	-18.26%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	64.15K	0	0
Mar 31, 2026	FINANCIAL CONNECTIONS GROUP, INC.	0.04%	3.22K	144K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	32.92K	1.48M	910	+2.84%
Mar 31, 2026	ASSOCIATED BANC-CORP	0.47%	37.81K	1.7M	1.7K	+4.69%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	360	16.21K	360	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	400	18.01K	400	+100.00%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0%	400	18.01K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	400	18.01K	-60	-13.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	12.35K	556K	206	+1.70%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.17%	13.5K	607.59K	-4.04K	-23.03%
Mar 31, 2026	ROYAL BANK OF CANADA	0.21%	17.05K	767K	-787	-4.41%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.22%	17.74K	798.59K	17.74K	+100.00%
Mar 31, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.23%	18.7K	841.99K	1.22K	+6.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	20.49K	922.43K	9.58K	+87.87%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	21.77K	979.9K	-1.46K	-6.29%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	22.25K	1M	2.13K	+10.61%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.4%	32.72K	1.47M	1.29K	+4.10%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.82%	66.5K	2.99M	-10.65K	-13.80%
Mar 31, 2026	CWM, LLC	0.97%	78.77K	3.55M	512	+0.65%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.01%	1.17K	52.76K	0	0
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	4.96%	401.68K	18.08M	9.46K	+2.41%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.01%	1.05K	47.33K	3	+0.29%
Mar 31, 2026		0.14%	11.36K	511.38K	48	+0.42%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.62%	49.86K	2.29M	1.14K	+2.33%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	42.77K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.53%	43.18K	1.94M	-81.87K	-65.47%
Mar 31, 2026	LANDAAS & CO /WI /ADV	1.41%	114.59K	5.16M	15.56K	+15.71%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.51%	122.02K	5.49M	21.51K	+21.40%
Mar 31, 2026	LANTZ FINANCIAL LLC	1.51%	122.31K	5.51M	12.09K	+10.97%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	3.04%	246.69K	10.92M	36.99K	+17.64%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	39.3%	3.18M	143.34M	-750	-0.02%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0%	0	-	-2.88K	-100.00%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0%	0	-	-6.46K	-100.00%
Mar 31, 2026	MORGAN STANLEY	0%	1	67	0	0
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	448	20K	0	0
Mar 31, 2026	JOHNSON FINANCIAL GROUP, INC.	0.01%	536	24.13K	536	+100.00%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.01%	557	25.07K	0	0
Mar 31, 2026	CENTRAL TRUST CO	0.05%	3.76K	169.04K	-613	-14.03%
Mar 31, 2026	SKOPOS LABS, INC.	0.06%	4.93K	222.07K	4.93K	+100.00%
Mar 31, 2026	CORE WEALTH ADVISORS, INC.	0.07%	5.35K	240.66K	-940	-14.95%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.07%	5.98K	269.32K	-1.54K	-20.46%
Mar 31, 2026	LPL FINANCIAL LLC	0.08%	6.34K	285.45K	-20	-0.31%
Mar 31, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.08%	6.47K	291.35K	0	0
Mar 31, 2026	OARSMAN CAPITAL, INC.	0.08%	6.66K	299.86K	944	+16.51%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.11%	9.3K	418.71K	9K	+3,000.33%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.12%	9.88K	444.58K	-26.96K	-73.19%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.13%	10.14K	456.51K	10.14K	+100.00%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.14%	11.19K	503.74K	1.02K	+10.00%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.66%	53.31K	2.4M	-7.11K	-11.77%
Dec 31, 2025	LANDAAS & CO /WI /ADV	1.26%	99.03K	4.47M	5.67K	+6.07%
Dec 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.08%	6.47K	292.34K	0	0
Dec 31, 2025	CENTRAL TRUST CO	0.06%	4.37K	197.3K	0	0
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	5%	392.23K	17.72M	392.23K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	23.23K	1.05M	3.48K	+17.60%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.4%	31.43K	1.42M	-71.65K	-69.51%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	20.11K	908.4K	223	+1.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	17.83K	806K	2.11K	+13.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	10.91K	492.66K	-10.56K	-49.20%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.13%	10.17K	459.53K	10.17K	+100.00%
Dec 31, 2025	ORG PARTNERS LLC	0.13%	10.17K	459.46K	985	+10.72%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.1%	7.52K	339.76K	-4.33K	-36.55%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	6.46K	291.96K	3	+0.05%
Dec 31, 2025	LPL FINANCIAL LLC	0.08%	6.36K	287.33K	-150	-2.30%
Dec 31, 2025	OARSMAN CAPITAL, INC.	0.07%	5.72K	258.25K	1	+0.02%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.06%	4.64K	209.55K	12	+0.26%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.22%	17.54K	792.06K	-345	-1.93%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	42.91K	0	0
Dec 31, 2025	CORE WEALTH ADVISORS, INC.	0.08%	6.29K	283.94K	6.29K	+100.00%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	40.24%	3.18M	143.87M	530.85K	+20.00%
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.22%	17.48K	789.72K	1.98K	+12.80%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2.65%	209.71K	9.47M	67.32K	+47.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.58%	125.05K	5.65M	-13.93K	-10.02%
Dec 31, 2025	LANTZ FINANCIAL LLC	1.41%	110.22K	4.98M	10.21K	+10.21%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.27%	100.5K	4.54M	15.53K	+18.27%
Dec 31, 2025	CWM, LLC	0.99%	78.26K	3.54M	981	+1.27%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.98%	77.15K	3.48M	-154	-0.20%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.77%	60.43K	2.73M	-19.32K	-24.22%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.04%	3.22K	145K	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.04%	2.88K	129.95K	2.88K	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	64.37K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	1.17K	52.94K	1.17K	+100.00%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.01%	1.05K	47.34K	5	+0.48%
Dec 31, 2025	ARCHER INVESTMENT CORP	0.01%	557	25.16K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	460	20.78K	0	0
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	448	20K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	400	18.07K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	300	13.55K	-200	-40.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	48	0	0
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0%	0	-	-5.75K	-100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	12.14K	549K	-10.85K	-47.19%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	58.58K	2.65M	1.72K	+3.03%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.62%	48.72K	2.2M	48.72K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	36.83K	1.66M	-140	-0.38%
Dec 31, 2025	ASSOCIATED BANC-CORP	0.46%	36.11K	1.63M	36.11K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	32.01K	1.45M	1.62K	+5.31%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-360	-100.00%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-10.25K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-87	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.21%	15.72K	690K	-1.51K	-8.76%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.89%	142.38K	6.24M	39.87K	+38.90%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	62.5K	0	0
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.06%	4.63K	202.94K	10	+0.22%
Sep 30, 2025	ORG PARTNERS LLC	0.12%	9.19K	402.93K	9.19K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	10.25K	449.74K	10.25K	+100.00%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.16%	11.86K	519.97K	-4.73K	-28.51%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	19.89K	872.27K	6.08K	+44.07%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	21.47K	941.67K	-1.96K	-8.37%
Sep 30, 2025	LANDAAS & CO /WI /ADV	1.24%	93.36K	4.1M	8.16K	+9.58%
Sep 30, 2025	LANTZ FINANCIAL LLC	1.33%	100.01K	4.39M	5.87K	+6.24%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	1.04K	45.73K	5	+0.48%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	41.67K	0	0
Sep 30, 2025	ARCHER INVESTMENT CORP	0.01%	557	24.43K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	400	17.54K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	6.51K	285.57K	-826	-11.26%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	360	15.79K	360	+100.00%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0.01%	448	20K	448	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	460	20.18K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	500	21.95K	-150	-23.08%
Sep 30, 2025	OARSMAN CAPITAL, INC.	0.08%	5.72K	250.69K	1	+0.02%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	5.75K	252.11K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	6.46K	283.36K	3	+0.05%
Sep 30, 2025	CENTRAL TRUST CO	0.06%	4.37K	191.58K	-753	-14.70%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.04%	3.22K	141K	-1.47K	-31.34%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.24%	17.88K	784.21K	198	+1.12%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	19.75K	866K	-439	-2.17%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	23K	1.01M	3.35K	+17.04%
Sep 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.09%	6.47K	283.86K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	30.39K	1.33M	87	+0.29%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	36.97K	1.62M	202	+0.55%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.75%	56.86K	2.49M	77	+0.14%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.37%	103.08K	4.52M	-13.21K	-11.36%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.84%	138.98K	6.1M	11.68K	+9.18%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-1.17K	-100.00%
Sep 30, 2025	M HOLDINGS SECURITIES, INC.	0%	0	-	-46.85K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-22.14K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	1	52	-1	-50.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	87	3.82K	0	0
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0%	200	9K	200	+100.00%
Sep 30, 2025	CWM, LLC	1.02%	77.28K	3.39M	-523	-0.67%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	1.03%	77.31K	3.39M	-3.81K	-4.70%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.06%	79.74K	3.5M	-19.3K	-19.49%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.13%	84.98K	3.73M	15.22K	+21.82%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	35.19%	2.65M	116.38M	0	0
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.21%	15.5K	679.78K	1.09K	+7.56%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.64%	46.85K	1.99M	46.85K	+100.00%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.08%	5.75K	244.52K	5.75K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	6.46K	274.73K	400	+6.60%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	87	3.69K	87	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	36.77K	1.56M	8.65K	+30.76%
Jun 30, 2025	ARCHER INVESTMENT CORP	0.01%	557	23.7K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	13.8K	587.22K	1.74K	+14.38%
Jun 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.2%	14.41K	613.02K	7.54K	+109.84%
Jun 30, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.09%	6.47K	275.32K	0	0
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.23%	16.58K	705.44K	1.96K	+13.43%
Jun 30, 2025	LPL FINANCIAL LLC	0.1%	7.34K	312.12K	489	+7.14%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.24%	17.68K	752.19K	71	+0.40%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	19.65K	836K	2.62K	+15.35%
Jun 30, 2025	ROYAL BANK OF CANADA	0.23%	17.23K	733K	-195	-1.12%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	22.14K	942.01K	22.14K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	23.43K	996.8K	2.45K	+11.67%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	30.3K	1.29M	1.39K	+4.79%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.77%	56.78K	2.42M	14.25K	+33.49%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.35%	99.04K	4.21M	-25.17K	-20.27%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	20.19K	859K	-20	-0.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.95%	69.76K	2.97M	-8.94K	-11.36%
Jun 30, 2025	CWM, LLC	1.06%	77.8K	3.31M	-7.77K	-9.08%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.58%	116.3K	4.95M	-117.41K	-50.24%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	36.11%	2.65M	112.91M	250K	+10.40%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	400	17.02K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	40.41K	0	0
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	1.04K	44.16K	5	+0.48%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.02%	1.17K	49.86K	992	+551.11%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	60.62K	0	0
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.06%	4.62K	196.4K	2.37K	+105.75%
Jun 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.06%	4.69K	199K	-289	-5.81%
Jun 30, 2025	CENTRAL TRUST CO	0.07%	5.12K	217.85K	-34	-0.66%
Jun 30, 2025	OARSMAN CAPITAL, INC.	0.08%	5.72K	243.1K	-498	-8.02%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-14.72K	-100.00%
Jun 30, 2025	MORGAN STANLEY	0%	2	91	1	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.1%	81.12K	3.45M	81.12K	+100.00%
Jun 30, 2025	LANDAAS & CO /WI /ADV	1.16%	85.2K	3.62M	38.3K	+81.68%
Jun 30, 2025	LANTZ FINANCIAL LLC	1.28%	94.14K	4M	7.7K	+8.91%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.39%	102.51K	4.34M	35.58K	+53.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.73%	127.29K	5.42M	10.82K	+9.29%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	460	19.57K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	650	27.63K	1	+0.15%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.25%	17.61K	737.41K	1.65K	+10.36%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	17.42K	730K	1.78K	+11.39%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	17.03K	713K	-4.46K	-20.74%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	14.72K	616.19K	14.72K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.21%	14.62K	612.14K	-1.08K	-6.89%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	12.07K	505.35K	2.03K	+20.17%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.01%	460	19.26K	0	0
Mar 31, 2025	MORGAN STANLEY	0%	1	84	1	+100.00%
Mar 31, 2025	LANTZ FINANCIAL LLC	1.22%	86.44K	3.62M	7.29K	+9.21%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	42.54K	1.78M	11.69K	+37.90%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	28.92K	1.21M	-1.07K	-3.57%
Mar 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.1%	6.87K	287.53K	6.87K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.95%	66.93K	2.78M	28.28K	+73.17%
Mar 31, 2025	CWM, LLC	1.21%	85.57K	3.58M	7.3K	+9.32%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.11%	78.7K	3.3M	9.22K	+13.27%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	34.02%	2.4M	100.67M	270K	+12.65%
Mar 31, 2025	OARSMAN CAPITAL, INC.	0.09%	6.21K	260.17K	1	+0.02%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	180	7.54K	180	+100.00%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	6.06K	253.68K	6.06K	+100.00%
Mar 31, 2025	CENTRAL TRUST CO	0.07%	5.16K	215.85K	-467	-8.31%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.43K	59.67K	100	+7.55%
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.03%	2.24K	91.03K	0	0
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0%	0	-	-10.06K	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-2.36K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-5.1K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-19.09K	-100.00%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0%	0	-	-34.92K	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3	-100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.65%	116.47K	4.88M	11.34K	+10.79%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.76%	124.22K	5.2M	124.22K	+100.00%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.07%	4.98K	208K	0	0
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.01%	1.03K	43.26K	3	+0.29%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	400	16.75K	0	0
Mar 31, 2025	LANDAAS & CO /WI /ADV	0.66%	46.9K	1.96M	39.3K	+517.46%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	28.12K	1.18M	27.26K	+3,173.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	20.98K	878.59K	1.7K	+8.79%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.01%	557	23.32K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	649	27.16K	49	+8.17%
Mar 31, 2025	LPL FINANCIAL LLC	0.1%	6.85K	286.74K	6.85K	+100.00%
Mar 31, 2025	BOND & DEVICK FINANCIAL NETWORK, INC.	0.09%	6.47K	271K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	950	39.78K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	3.31%	233.71K	9.79M	47.37K	+25.42%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	20.21K	846K	179	+0.89%

Frequently Asked Questions