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

Who are the major shareholders selling iShares Top 20 U.S. Stocks ETF stock?

SAVVY ADVISORS, INC., in the last quarter, reduced its stake in TOPT by -0.04% restricting it's holding to 22.74 thousand shares of worth nearly $748.46K. RIA ADVISORY GROUP LLC also lessened -11.37% of the TOPT shares from its portfolio, reducing its holding to 40.56 thousand shares of worth $1.34M. HORIZON INVESTMENTS, LLC also shunned TOPT shares holding by -13.01% last quarter which brought its holding to 109.24 thousand shares worth $3.60M.

Investors who are buying TOPT stock?

As per its latest 13F filing, CONSOLIDATED PLANNING CORP increased its stake in TOPT by 100% in the last quarter. The institutional holder raised its holding to 22.34 thousand shares having worth more than $735.43K. TRANQUILLI FINANCIAL ADVISOR LLC also added 50.52% more shares of TOPT to its portfolio, raising its holding to 17.67 thousand shares of worth $581.66K. KESTRA ADVISORY SERVICES, LLC also increased its TOPT shares holding by 10.9% which brought its holding to 61.15 thousand shares worth $2.01M.

TOPT's major insiders: who are they?

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

Did an insider recently sell TOPT stock?

Company executives, directors, and other insiders own N/A percent of iShares Top 20 U.S. Stocks ETF's stock. Within the last six months, there have been 0 transaction(s) in which TOPT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased TOPT stock?

There have been 0 transaction(s) during the past 6-months in which iShares Top 20 U.S. Stocks ETF insiders have bought stock, totalling 0 shares

How much of TOPT does insiders own?

Around 0 iShares Top 20 U.S. Stocks ETF shares are held by insiders, which represents about N/A of TOPT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TOPT?

BANK OF MONTREAL /CAN/ is the largest institutional owner in TOPT which holds 25.33 thousand shares worth $833.90K or 0.13% of the total TOPT shares outstanding followed by CONSOLIDATED PLANNING CORP with ownership of 22.34 thousand shares representing 0.11% of the TOPT ownership. SAVVY ADVISORS, INC. is the third largest stakeholder with 22.74 thousand shares or 0.11% of the ownership worth more than $748.46K.

Is iShares Top 20 U.S. Stocks 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 TOPT is concerned, it is a stock which is optionable.

Is there a short position on TOPT's shares?

Number of TOPT 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 TOPT shares are there?

As of today, null shares of TOPT are outstanding.

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

TOPT 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 TOPT is null.

iShares Top 20 US Stocks ETF (TOPT) 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. BANK OF MONTREAL /CAN/ is the top corporate investor, holding 25.33K shares valued at $833.90K. A 0.13% stake in iShares Top 20 U.S. Stocks ETF is owned by the company. CONSOLIDATED PLANNING CORP owns 22.34K shares valued at $735.43K, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.13%	25.33K	833.9K	0	0
Jun 30, 2026	CONSOLIDATED PLANNING CORP	0.11%	22.34K	735.43K	22.34K	+100.00%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.11%	22.74K	748.46K	-10	-0.04%
Jun 30, 2026	RIA ADVISORY GROUP LLC	0.2%	40.56K	1.34M	-5.2K	-11.37%
Jun 30, 2026	TRANQUILLI FINANCIAL ADVISOR LLC	0.09%	17.67K	581.66K	5.93K	+50.52%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.31%	61.15K	2.01M	6.01K	+10.90%
Jun 30, 2026	OPPENHEIMER & CO INC	0.31%	61.94K	2.04M	4.82K	+8.44%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.34%	68.86K	2.27M	31.65K	+85.07%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	82.47K	2.72M	82.47K	+100.00%
Jun 30, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.41%	82.87K	2.73M	82.87K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.42%	84.07K	2.77M	24.53K	+41.19%
Jun 30, 2026	HORIZON INVESTMENTS, LLC	0.55%	109.24K	3.6M	-16.34K	-13.01%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.57%	113.95K	3.75M	17.41K	+18.03%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.77%	154.2K	5.08M	154.2K	+100.00%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.87%	174.12K	5.73M	70.2K	+67.55%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.95%	189.98K	6.25M	-104.85K	-35.56%
Jun 30, 2026	CEERA INVESTMENTS, LLC	0.96%	191.32K	6.3M	191.32K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.02%	204.33K	6.73M	77.21K	+60.75%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	1.12%	224.72K	7.4M	126.04K	+127.72%
Jun 30, 2026	GOODMAN ADVISORY GROUP, LLC	1.94%	388.71K	12.8M	5.44K	+1.42%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.96%	393.12K	12.94M	393.12K	+100.00%
Jun 30, 2026	BLACKROCK, INC.	2.12%	425.08K	13.99M	4.86K	+1.16%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.59%	518.63K	17.07M	92.19K	+21.62%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	3.44%	689.02K	22.68M	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.94%	788.41K	25.95M	111.32K	+16.44%
Jun 30, 2026	LPL FINANCIAL LLC	6.04%	1.21M	39.77M	165.29K	+15.85%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.09%	18.42K	606.29K	7.73K	+72.35%
Jun 30, 2026	LEGACY FINANCIAL GROUP LLC	0.09%	18.46K	607.67K	323	+1.78%
Jun 30, 2026	RCS FINANCIAL PLANNING, LLC	0.1%	19.68K	647.96K	19.68K	+100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.13%	25.07K	825.24K	-2.15K	-7.91%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.11%	21.6K	711.2K	10.22K	+89.74%
Jun 30, 2026	CORE WEALTH PARTNERS LLC	0.14%	28.65K	943.2K	-6.55K	-18.60%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.14%	28.95K	953.14K	-2.29K	-7.33%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	33.06K	1M	33.06K	+100.00%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.2%	39.18K	1.29M	39.18K	+100.00%
Jun 30, 2026	KEYSTONE WEALTH SERVICES, LLC	0.2%	40.01K	1.32M	1.63K	+4.26%
Jun 30, 2026		0.33%	29.46K	969.87K	29.46K	+100.00%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.2%	40.95K	1.35M	-1.72K	-4.04%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.1%	9.23K	303.69K	9.23K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	9.23K	303.82K	142	+1.56%
Jun 30, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.11%	9.3K	306.16K	-2.99K	-24.33%
Jun 30, 2026	SKYOAK WEALTH, LLC	0.11%	9.56K	314.72K	125	+1.32%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.11%	10.11K	332.92K	9.52K	+1,593.97%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.12%	10.48K	345K	630	+6.40%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.15%	12.92K	425.4K	311	+2.47%
Jun 30, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.16%	14.53K	478.26K	966	+7.12%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.17%	14.57K	479K	14.57K	+100.00%
Jun 30, 2026	QUATTRO FINANCIAL ADVISORS LLC	0.17%	14.59K	480.14K	14.59K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.44%	88.14K	2.87M	78.68K	+831.60%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.55%	109.21K	3.6M	46.36K	+73.75%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	23.63K	778K	15.56K	+193.01%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.12%	24.62K	810.59K	6.74K	+37.70%
Jun 30, 2026	MMBG INVESTMENT ADVISORS CO.	0.12%	25K	823K	25K	+100.00%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.13%	25.05K	824.7K	25.05K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	16.28K	536.08K	-15.62K	-48.96%
Jun 30, 2026	MIDWEST FINANCIAL NETWORK, LLC	0.15%	29.46K	969.87K	29.46K	+100.00%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	0.19%	38.73K	1.27M	4.15K	+11.99%
Jun 30, 2026	ATX FINANCIAL PLANNING, LLC	0.27%	54.67K	1.8M	-295	-0.54%
Jun 30, 2026	NORRIS FINANCIAL GROUP, LLC	0.1%	8.78K	289.07K	0	0
Jun 30, 2026	GATEPASS CAPITAL, LLC	0.13%	11.52K	379.07K	11.52K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	42.35K	1.39M	2.58K	+6.47%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.22%	44.09K	1.45M	44.09K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	15.8K	520.14K	3.5K	+28.46%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	4.07K	116.34K	-54.08K	-93.01%
Mar 31, 2026	UBS GROUP AG	0.06%	5.23K	149.65K	-14.62K	-73.65%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	5.63K	160.99K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.08%	6.9K	197.51K	2.34K	+51.27%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	7.03K	201.31K	1.39K	+24.63%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	8.06K	231K	8.06K	+100.00%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.1%	9.08K	259.88K	1.61K	+21.47%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	9.09K	260.06K	1.44K	+18.83%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.84%	426.44K	12.2M	62.97K	+17.33%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.68%	677.1K	19.38M	435.23K	+179.95%
Mar 31, 2026	LPL FINANCIAL LLC	11.83%	1.04M	29.85M	354.13K	+51.42%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	1.12%	98.69K	2.82M	98.69K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.68%	59.54K	1.7M	-53.19K	-47.18%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.71%	62.85K	1.88M	1.89K	+3.10%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.44%	127.11K	3.64M	32.73K	+34.68%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	3.35%	294.83K	8.44M	223.71K	+314.58%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.2%	17.88K	511.76K	4.67K	+35.36%
Mar 31, 2026	LEGACY FINANCIAL GROUP LLC	0.21%	18.14K	519.04K	222	+1.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.12%	10.81K	309.27K	-334	-3.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.13%	11.39K	325.87K	-74.71K	-86.78%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.13%	11.59K	331.79K	1.66K	+16.65%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.15%	13.56K	388.14K	-250	-1.81%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.31%	27.22K	779.07K	27.22K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.36%	31.91K	913.12K	645	+2.06%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.1%	96.54K	2.76M	33.38K	+52.84%
Mar 31, 2026	BLACKROCK, INC.	4.77%	420.21K	12.03M	-13.71K	-3.16%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	1.18%	103.92K	2.97M	-3.57K	-3.32%
Mar 31, 2026	HORIZON INVESTMENTS, LLC	1.42%	125.58K	3.59M	63K	+100.68%
Mar 31, 2026	TRANQUILLI FINANCIAL ADVISOR LLC	0.13%	11.74K	335.97K	480	+4.26%
Mar 31, 2026	GOODMAN ADVISORY GROUP, LLC	4.35%	383.27K	10.97M	-7.12K	-1.82%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	7.82%	689.02K	19.72M	689.02K	+100.00%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.23%	20.13K	576.18K	20.13K	+100.00%
Mar 31, 2026	MARINER, LLC	0.23%	20.3K	581.07K	20.3K	+100.00%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.14%	12.29K	351.73K	12.29K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	12.3K	352.03K	-38.1K	-75.60%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.14%	12.61K	360.92K	2.79K	+28.38%
Mar 31, 2026	INSIGHT WEALTH PARTNERS, LLC	0.31%	27.47K	786.16K	-5.72K	-17.23%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.35%	31.24K	894.13K	10.27K	+48.97%
Mar 31, 2026		0.39%	34.58K	989.79K	34.58K	+100.00%
Mar 31, 2026	CORE WEALTH PARTNERS LLC	0.4%	35.2K	1.01M	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.42%	37.21K	1.06M	-146.69K	-79.77%
Mar 31, 2026	KEYSTONE WEALTH SERVICES, LLC	0.44%	38.37K	1.1M	-5.16K	-11.86%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	39.77K	1.14M	-9.25K	-18.87%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.48%	42.68K	1.22M	342	+0.81%
Mar 31, 2026	RIA ADVISORY GROUP LLC	0.52%	45.76K	1.31M	-1.82K	-3.82%
Mar 31, 2026	ROYAL BANK OF CANADA	0.6%	53.16K	1.52M	53.16K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.63%	55.14K	1.58M	-65	-0.12%
Mar 31, 2026	OPPENHEIMER & CO INC	0.65%	57.12K	1.63M	-7.91K	-12.16%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.26%	22.75K	650.99K	607	+2.74%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.29%	25.33K	724.97K	24.49K	+2,908.43%
Mar 31, 2026	SKYOAK WEALTH, LLC	0.11%	9.44K	270.03K	600	+6.79%
Mar 31, 2026	JPMORGAN CHASE & CO	0.11%	9.46K	261.5K	9.46K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.11%	9.85K	281.91K	4.65K	+89.42%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.12%	10.31K	294.93K	1.46K	+16.51%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.12%	10.69K	305.83K	-16.2K	-60.26%
Mar 31, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.01%	1.21K	34.6K	1.21K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.02%	1.5K	42.87K	1.5K	+149,700.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	49.02K	1.53M	-10.16K	-17.16%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	5.63K	175.67K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.06%	5.2K	162.4K	5.2K	+100.00%
Dec 31, 2025	PRIVATE TRUST CO NA	0.05%	4.56K	142.47K	0	0
Dec 31, 2025	SIMPLEX TRADING, LLC	0.04%	3.16K	98.53K	2.48K	+363.97%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	3.19%	281.15K	6.81M	281.11K	+598,100.00%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.1%	8.85K	276.23K	8.85K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.08%	7.48K	233.47K	-5.92K	-44.20%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	7.4K	231.1M	-14.2K	-65.74%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.08%	6.85K	213.83K	0	0
Dec 31, 2025	CORE WEALTH PARTNERS LLC	0.4%	35.2K	1.1M	23.88K	+211.03%
Dec 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.38%	33.19K	1.04M	21.11K	+174.72%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	24.93K	778.44K	24.93K	+100.00%
Dec 31, 2025	SKYOAK WEALTH, LLC	0.1%	8.84K	275.92K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	8.8K	274.82K	8.8K	+100.00%
Dec 31, 2025		0.09%	8K	249.84K	8K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	7.96K	248.51K	7.96K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	7.65K	238.83K	7.65K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.12%	363.46K	11.35M	349.23K	+2,452.95%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.07%	94.38K	2.95M	3.56K	+3.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.72%	63.17K	1.97M	35.14K	+125.35%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.57%	50.4K	1.57M	-17.7K	-25.99%
Dec 31, 2025	RIA ADVISORY GROUP LLC	0.54%	47.58K	1.49M	-705	-1.46%
Dec 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.49%	43.54K	1.36M	2.38K	+5.79%
Dec 31, 2025	CONSOLIDATED PLANNING CORP	0.49%	42.83K	1.34M	7.77K	+22.15%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.48%	42.33K	1.32M	94	+0.22%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	31.26K	976.25K	1.97K	+6.73%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.31%	26.89K	839.68K	533	+2.02%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.24%	20.97K	654.96K	4.12K	+24.41%
Dec 31, 2025	UBS GROUP AG	0.23%	19.84K	619.73K	19.54K	+6,514.67%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	0.2%	17.91K	546.2K	717	+4.17%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.16%	13.81K	431.35K	13.81K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.15%	13.21K	412.55K	11.28K	+582.69%
Dec 31, 2025	TRANQUILLI FINANCIAL ADVISOR LLC	0.13%	11.26K	351.62K	-76	-0.67%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	9.94K	310.36K	870	+9.59%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.11%	9.82K	306.76K	9.82K	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	5.64K	176.28K	5.64K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	7.82%	688.74K	21.51M	177.78K	+34.79%
Dec 31, 2025	BLACKROCK, INC.	4.92%	433.92K	13.55M	-68.82K	-13.69%
Dec 31, 2025	GOODMAN ADVISORY GROUP, LLC	4.43%	390.39K	12.19M	-35.59K	-8.36%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.74%	241.86K	7.55M	-12.32K	-4.85%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2.09%	183.9K	5.74M	31.53K	+20.69%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.28%	112.74K	3.52M	0	0
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	1.22%	107.49K	3.36M	44.32K	+70.16%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1%	87.84K	2.74M	74.97K	+582.12%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.98%	86.1K	2.69M	69.56K	+420.45%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.95%	84.09K	2.63M	-494	-0.58%
Dec 31, 2025	OPPENHEIMER & CO INC	0.74%	65.02K	2.03M	14.4K	+28.45%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.71%	62.58K	1.95M	-829	-1.31%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.69%	60.96K	1.9M	1.31K	+2.20%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.66%	58.15K	1.82M	2.56K	+4.60%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.63%	55.21K	1.72M	11.48K	+26.24%
Dec 31, 2025	MORGAN STANLEY	0.01%	1.1K	34.23K	746	+213.14%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	842	26.3K	0	0
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.01%	832	25.98K	832	+100.00%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.25%	22.14K	691.4K	22.14K	+100.00%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.11%	9.68K	302.34K	49	+0.51%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.11%	9.32K	286.59K	288	+3.19%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	1	24	1	+100.00%
Sep 30, 2025	US BANCORP \DE\	0%	32	975	32	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.57%	50.62K	1.54M	-628	-1.23%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.72%	63.41K	1.93M	63.41K	+100.00%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.96%	84.59K	2.58M	84.59K	+100.00%
Sep 30, 2025	TOUCHSTONE CAPITAL, INC.	4.05%	357.15K	10.88M	357.15K	+100.00%
Sep 30, 2025	GOODMAN ADVISORY GROUP, LLC	4.83%	425.99K	12.98M	425.99K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	5.7%	502.74K	15.31M	-33.98K	-6.33%
Sep 30, 2025	LPL FINANCIAL LLC	5.8%	510.96K	15.56M	209.22K	+69.34%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.08%	6.94K	211.33K	6.94K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	2.5K	76.15K	2.5K	+100.00%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.72%	63.17K	1.92M	-783	-1.22%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.3%	26.35K	802.74K	26.35K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.25%	21.6K	657.94K	-15.9K	-42.40%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	9.03K	285.68K	-437	-4.62%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.1%	8.81K	268.35K	8.75K	+15,632.14%
Sep 30, 2025	CORE WEALTH PARTNERS LLC	0.13%	11.32K	344.72K	11.32K	+100.00%
Sep 30, 2025	TRANQUILLI FINANCIAL ADVISOR LLC	0.13%	11.34K	345.26K	11.34K	+100.00%
Sep 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.14%	12.08K	367.99K	3.47K	+40.23%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.14%	12.45K	379.23K	-300	-2.35%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.19%	16.54K	503.9K	16.54K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	16.86K	513.45K	5.26K	+45.38%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	29.29K	892.14K	15.39K	+110.68%
Sep 30, 2025	CONSOLIDATED PLANNING CORP	0.4%	35.06K	1.07M	-10.27K	-22.65%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.47%	41.15K	1.25M	31.68K	+334.27%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	842	25.65K	128	+17.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	1.94K	58.94K	1.73K	+843.90%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	5.63K	171.34K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.05%	4.56K	138.96K	0	0
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.68%	59.65K	1.82M	59.65K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	59.18K	1.8M	32.2K	+119.32%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.63%	55.59K	1.69M	3.88K	+7.51%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.59%	51.58K	1.57M	51.58K	+100.00%
Sep 30, 2025	SKYOAK WEALTH, LLC	0.1%	8.84K	269.11K	225	+2.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.03%	90.81K	2.77M	71.37K	+367.08%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.28%	112.74K	3.43M	-8.18K	-6.76%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.73%	152.37K	4.64M	-185.75K	-54.94%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.88%	254.18K	7.74M	254.18K	+100.00%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.11%	9.63K	293.39K	71	+0.74%
Sep 30, 2025	ARCHER INVESTMENT CORP	0%	52	1.59K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	40	1.22K	20	+100.00%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0%	175	5.33K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	177	5.39K	1	+0.57%
Sep 30, 2025	UBS GROUP AG	0%	300	9.14K	300	+100.00%
Sep 30, 2025	MORGAN STANLEY	0%	350	10.66K	-990	-73.88%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.01%	680	20K	446	+190.60%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	681	20.74K	681	+100.00%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.08%	6.85K	208.55K	6.85K	+100.00%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.1%	9.07K	277.21K	528	+6.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	9.45K	287.91K	9.45K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.11%	10K	304.6K	1.01K	+11.28%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	12.88K	392K	12.88K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.15%	13.4K	421.46K	5.93K	+79.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	14.24K	433.66K	14.24K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	17.71K	539.36K	-61.8K	-77.73%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	60.52K	1.84M	37.72K	+165.42%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	28.03K	835.72K	19.31K	+221.57%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.48%	42.24K	1.29M	21.77K	+106.34%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	43.73K	1.33M	7.36K	+20.24%
Sep 30, 2025	RIA ADVISORY GROUP LLC	0.55%	48.29K	1.47M	-489	-1.00%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	0.2%	17.2K	523.82K	935	+5.75%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	19.44K	530.6K	-348.3K	-94.71%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-18.74K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-102K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	20	546	20	+100.00%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0%	175	4.78K	0	0
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.1%	8.54K	241.34K	8.54K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	465	12.69K	465	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	1.34K	36.57M	789	+143.19%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	234	6K	-5.9K	-96.18%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.01%	714	19.49K	95	+15.35%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.07%	5.63K	153.51K	3.23K	+134.38%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	7.47K	203.77K	7.47K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	8.72K	237.89K	8.72K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-3.9K	-100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.61%	51.25K	1.4M	-18.05K	-26.05%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.95%	79.51K	2.17M	71.36K	+876.06%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.45%	120.91K	3.3B	120.91K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	3.61%	301.74K	8.23M	82.53K	+37.65%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	4.04%	338.12K	9.23M	338.12K	+100.00%
Jun 30, 2025	SKYOAK WEALTH, LLC	0.1%	8.61K	234.97K	0	0
Jun 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.1%	8.62K	235.1K	0	0
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.11%	9.47K	275.04K	857	+9.95%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.11%	9.48K	258.6K	-14.74K	-60.87%
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.11%	9.56K	260.92K	9.56K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.12%	9.83K	268.18K	9.83K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	11.6K	316.42K	11.6K	+100.00%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.15%	12.75K	331.57K	1.79K	+16.33%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	13.9K	379.37K	13.9K	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.05%	4.56K	124.5K	2.28K	+99.91%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	52	1.42K	42	+420.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	56	1.53K	56	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	176	4.8K	176	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	205	5.59K	205	+100.00%
Jun 30, 2025	BARCLAYS PLC	0.11%	8.99K	245K	0	0
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	0.19%	16.26K	443.8K	7.84K	+93.07%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-20.19K	-100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.24%	20.47K	558.65K	8.44K	+70.10%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	22.8K	622.27K	-57.35K	-71.55%
Jun 30, 2025	HRT FINANCIAL LP	0.3%	25.15K	686K	25.15K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	26.98K	736K	14.13K	+110.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.49%	40.74K	1.11M	25.02K	+159.15%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.62%	51.71K	1.41M	51.71K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.41%	34.57K	943.47M	34.57K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	36.37K	992.57K	2.08K	+6.08%
Jun 30, 2025	CONSOLIDATED PLANNING CORP	0.54%	45.33K	1.24M	45.33K	+100.00%
Jun 30, 2025	RIA ADVISORY GROUP LLC	0.58%	48.77K	1.33M	12.51K	+34.49%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.76%	63.95K	1.75M	43.94K	+219.52%
Jun 30, 2025	BLACKROCK, INC.	6.42%	536.71K	14.65M	-9.85K	-1.80%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.13%	10.96K	261.07K	536	+5.14%
Mar 31, 2025	BARCLAYS PLC	0.11%	8.99K	214K	8.99K	+100.00%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.25%	20.02K	476.76K	2.58K	+14.76%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	18.74K	446K	4.68K	+33.29%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	15.72K	374.5K	2.82K	+21.86%
Mar 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.11%	8.62K	205.21K	8.62K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	20.19K	480.95K	20.19K	+100.00%
Mar 31, 2025	SKYOAK WEALTH, LLC	0.11%	8.61K	205.09K	8.61K	+100.00%
Mar 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.11%	8.61K	206.62K	8.61K	+100.00%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.01%	619	14.75K	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.85%	69.3K	1.65M	69.3K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.25%	102K	2.43M	83.5K	+451.35%
Mar 31, 2025	LPL FINANCIAL LLC	2.69%	219.21K	5.22M	219.21K	+100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.08%	6.13K	146K	-10.38K	-62.87%
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	3.9K	92.9K	-52.1K	-93.04%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	8.15K	194.04K	7.18K	+738.93%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	0.1%	8.42K	200.64K	8.42K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	6.7%	546.56K	13.02M	166.56K	+43.83%
Mar 31, 2025	BELVEDERE TRADING LLC	0%	0	-	-19.55K	-100.00%
Mar 31, 2025	GTS SECURITIES LLC	0%	0	-	-14.32K	-100.00%
Mar 31, 2025	ARCHER INVESTMENT CORP	0%	10	238	10	+100.00%
Mar 31, 2025	CONCORD WEALTH PARTNERS	0%	175	4.17K	175	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.42%	34.29K	816.72K	-1.8K	-4.99%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	61.6K	1.47M	61.6K	+100.00%
Mar 31, 2025	RIA ADVISORY GROUP LLC	0.44%	36.27K	863.86K	16.1K	+79.82%
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.3%	24.21K	576.78K	24.21K	+100.00%
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.03%	2.4K	57.17K	2.4K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	4.51%	367.74K	8.76M	367.74K	+100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0.03%	2.28K	54.36K	2.28K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.01%	551	13.13K	-1.07K	-66.07%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	12.85K	306K	12.85K	+100.00%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.15%	12.04K	286.67K	12.04K	+100.00%

Frequently Asked Questions