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

Who are the major shareholders selling Touchstone Ultra Short Income ETF stock?

GOLDMAN SACHS GROUP INC, in the last quarter, reduced its stake in TUSI by -58.45% restricting it's holding to 23.51 thousand shares of worth nearly $593.74K. ATLAS WEALTH LLC also lessened -28.43% of the TUSI shares from its portfolio, reducing its holding to 80.17 thousand shares of worth $2.03M. CONCURRENT INVESTMENT ADVISORS, LLC also shunned TUSI shares holding by -4.31% last quarter which brought its holding to 108.77 thousand shares worth $2.75M.

Investors who are buying TUSI stock?

As per its latest 13F filing, RHL GROUP, LLC increased its stake in TUSI by 627.95% in the last quarter. The institutional holder raised its holding to 511.26 thousand shares having worth more than $12.78M. RAYMOND JAMES FINANCIAL INC also added 30.34% more shares of TUSI to its portfolio, raising its holding to 2.68 million shares of worth $67.68M. FLOW TRADERS U.S. LLC also increased its TUSI shares holding by 100% which brought its holding to 48.91 thousand shares worth $1.24M.

TUSI's major insiders: who are they?

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

Did an insider recently sell TUSI stock?

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

Which insider recently purchased TUSI stock?

There have been 0 transaction(s) during the past 6-months in which Touchstone Ultra Short Income ETF insiders have bought stock, totalling 0 shares

How much of TUSI does insiders own?

Around 0 Touchstone Ultra Short Income ETF shares are held by insiders, which represents about N/A of TUSI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TUSI?

RHL GROUP, LLC is the largest institutional owner in TUSI which holds 511.26 thousand shares worth $12.78M or 2.6% of the total TUSI shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 2.68 million shares representing 13.63% of the TUSI ownership. FLOW TRADERS U.S. LLC is the third largest stakeholder with 48.91 thousand shares or 0.25% of the ownership worth more than $1.24M.

Is Touchstone Ultra Short 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 TUSI is concerned, it is a stock which is not optionable.

Is there a short position on TUSI's shares?

Number of TUSI 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 TUSI shares are there?

As of today, null shares of TUSI are outstanding.

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

TUSI 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 TUSI is null.

Touchstone Ultra Short Income ETF (TUSI) 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. RHL GROUP, LLC is the top corporate investor, holding 511.26K shares valued at $12.78M. A 2.6% stake in Touchstone Ultra Short Income ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 2.68M shares valued at $67.68M, which translates its holding of 13.63% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RHL GROUP, LLC	2.6%	511.26K	12.78M	441.03K	+627.95%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	13.63%	2.68M	67.68M	623.6K	+30.34%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.25%	48.91K	1.24M	48.91K	+100.00%
Jun 30, 2026	FORGE FINANCIAL SERVICES LLC	0.27%	53.97K	1.36M	32K	+145.68%
Jun 30, 2026	RPS ADVISORY SOLUTIONS LLC	0.9%	177.57K	4.49M	10.12K	+6.04%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.12%	23.42K	591.48K	1.6K	+7.33%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.12%	23.51K	593.74K	-33.06K	-58.45%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.12%	24.19K	611.11K	7.71K	+46.78%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	27.91K	705.08K	6.14K	+28.20%
Jun 30, 2026	WATERLOO CAPITAL, L.P.	0.18%	34.6K	874K	18.8K	+118.99%
Jun 30, 2026	ADVISOR OS, LLC	0.2%	39.09K	987.44K	39.09K	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.2%	39.41K	995.44K	39.41K	+100.00%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.21%	40.9K	1.03M	11.07K	+37.11%
Jun 30, 2026	PUFF WEALTH MANAGEMENT, LLC	0.22%	42.66K	1.08M	42.66K	+100.00%
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.29%	56.6K	1.43M	13.03K	+29.92%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.29%	57.2K	1.44M	57.2K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	72.24K	1.82M	28.84K	+66.47%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.41%	80.17K	2.03M	80.17K	+100.00%
Jun 30, 2026	ATLAS WEALTH LLC	0.41%	80.17K	2.03M	-31.84K	-28.43%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	104.01K	2.64M	42.45K	+68.95%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.55%	108.77K	2.75M	-4.9K	-4.31%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.55%	108.86K	2.75M	12.27K	+12.70%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.57%	112.21K	2.83M	34.14K	+43.72%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.57%	113.03K	2.86M	-401	-0.35%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.8%	157.94K	3.99M	-87.65K	-35.69%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.8%	157.94K	3.99M	-83.72K	-34.65%
Jun 30, 2026	HAMILTON WEALTH, LLC	0.85%	167.66K	4.24M	65.37K	+63.91%
Jun 30, 2026	FFG RETIREMENT ADVISORS LLC	0.98%	192.84K	4.87M	77.65K	+67.41%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.06%	208.89K	5.28M	168.24K	+413.86%
Jun 30, 2026	TEUCRIUM INVESTMENT ADVISORS, LLC	1.4%	275.54K	6.96M	-34.86K	-11.23%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.52%	298.26K	7.53M	1.45K	+0.49%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	2.16%	423.81K	10.71M	423.81K	+100.00%
Jun 30, 2026	RETIREMENT PLANNING GROUP	2.41%	473.33K	11.96M	316.67K	+202.13%
Jun 30, 2026	ROYAL BANK OF CANADA	2.7%	530.18K	13.39M	10.28K	+1.98%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	2.7%	530.55K	13.4M	392.06K	+283.09%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.15%	620.15K	15.67M	620.15K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	3.78%	742.65K	18.76M	108.41K	+17.09%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	5.05%	992.95K	25.08M	678.92K	+216.19%
Jun 30, 2026	LPL FINANCIAL LLC	12.09%	2.38M	60.05M	618.12K	+35.14%
Jun 30, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	13.04%	2.56M	64.74M	230.54K	+9.88%
Jun 30, 2026	MISSION CREEK CAPITAL PARTNERS, INC.	0.21%	42K	1.06M	-2.31K	-5.22%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.34%	66.46K	1.68M	6.64K	+11.09%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	85.68K	2.16M	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.48%	95K	2.4M	73.97K	+351.86%
Jun 30, 2026	COPPELL ADVISORY SOLUTIONS LLC	0.6%	118.65K	1.76M	118.65K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.03%	202.8K	5.12M	4.36K	+2.19%
Jun 30, 2026	PARKWAY WEALTH MANAGEMENT GROUP, LLC	1.29%	253.2K	6.4M	43.94K	+21.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.8%	354.13K	8.95M	74.11K	+26.47%
Jun 30, 2026	ALLEN CAPITAL GROUP, LLC	1.89%	372.48K	9.41M	-107.36K	-22.37%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	2.34%	460.9K	11.64M	460.9K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.58%	113.67K	2.88M	27.5K	+31.91%
Mar 31, 2026	ROYAL BANK OF CANADA	2.64%	519.9K	13.16M	-80.48K	-13.41%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.6%	314.03K	7.95M	305.92K	+3,772.17%
Mar 31, 2026	ALLEN CAPITAL GROUP, LLC	2.44%	479.84K	12.15M	479.84K	+100.00%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	1.25%	245.59K	6.22M	57.17K	+30.34%
Mar 31, 2026	LPL FINANCIAL LLC	8.95%	1.76M	44.54M	695.66K	+65.42%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.51%	296.81K	7.52M	60.91K	+25.82%
Mar 31, 2026	CWM, LLC	1.45%	285.12K	7.22M	272.83K	+2,219.58%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.01%	198.45K	5.02M	38.2K	+23.84%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.58%	113.43K	2.87M	-577	-0.51%
Mar 31, 2026	HAMILTON WEALTH, LLC	0.52%	102.29K	2.59M	28.09K	+37.85%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.49%	96.59K	2.45M	15.95K	+19.79%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.15%	29.01K	734.57K	29.01K	+100.00%
Mar 31, 2026	FORGE FINANCIAL SERVICES LLC	0.11%	21.97K	556.17K	21.97K	+100.00%
Mar 31, 2026	TECTONIC ADVISORS LLC	0.09%	18.46K	467.47K	2.92K	+18.80%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	16.48K	417.33K	6.95K	+72.93%
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.08%	15.8K	400.06K	3K	+23.44%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.06%	11.31K	286.4K	-53	-0.47%
Mar 31, 2026	OPAL WEALTH ADVISORS, LLC	0.01%	861	21.8K	861	+100.00%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.8%	156.67K	3.97M	13.99K	+9.81%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.15%	29.83K	755.27K	-23.3K	-43.85%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	21.77K	551.29K	21.77K	+100.00%
Mar 31, 2026	ZEGA INVESTMENTS, LLC	0.06%	12.49K	316.3K	12.49K	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.06%	11.74K	297.15K	-15.37K	-56.70%
Mar 31, 2026	SUMMIT FINANCIAL STRATEGIES, INC.	0.06%	11.36K	287.61K	0	0
Mar 31, 2026	TEUCRIUM INVESTMENT ADVISORS, LLC	1.58%	310.4K	7.86M	-6.98K	-2.20%
Mar 31, 2026	PARKWAY WEALTH MANAGEMENT GROUP, LLC	1.06%	209.26K	5.3M	22.31K	+11.93%
Mar 31, 2026	RPS ADVISORY SOLUTIONS LLC	0.85%	167.45K	4.24M	-44.62K	-21.04%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.7%	138.49K	3.51M	105.7K	+322.29%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	85.68K	2.17M	85.68K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.4%	78.07K	1.98M	3.3K	+4.41%
Mar 31, 2026	RHL GROUP, LLC	0.36%	70.23K	1.78M	69.37K	+8,019.42%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.3%	59.82K	1.51M	937	+1.59%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.29%	56.57K	1.43M	26.81K	+90.09%
Mar 31, 2026	MISSION CREEK CAPITAL PARTNERS, INC.	0.23%	44.32K	1.12M	-19.82K	-30.91%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.22%	43.57K	1.1M	-180	-0.41%
Mar 31, 2026	GUILBAULT CAPITAL LLC	0.1%	20.37K	515.69K	7K	+52.37%
Mar 31, 2026	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	11.86%	2.33M	59.06M	-44.75K	-1.88%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	10.45%	2.06M	52.05M	1.19M	+137.73%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	500	12.66K	500	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	157	3.98K	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0%	0	-	-9.65K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.11%	21.02K	532.33K	21.02K	+100.00%
Mar 31, 2026	BOLTHOUSE INVESTMENTS, LLC	0.06%	12.71K	321.79K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	43.39K	1.1M	6.43K	+17.41%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	40.65K	1.03M	40.65K	+100.00%
Mar 31, 2026	MADISON PARK CAPITAL ADVISORS, LLC	0.19%	36.5K	924.15K	272	+0.75%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.11%	21.82K	552.37K	21.82K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	3.23%	634.24K	16.06M	-170.56K	-21.19%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	1.23%	241.66K	6.12M	55.2K	+29.61%
Mar 31, 2026	ATLAS WEALTH LLC	0.57%	112.02K	2.84M	-37.5K	-25.08%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.42%	280.02K	7.09M	27.38K	+10.84%
Mar 31, 2026		0.1%	20.37K	515.69K	7K	+52.37%
Mar 31, 2026	FFG RETIREMENT ADVISORS LLC	0.59%	115.19K	2.92M	55.53K	+93.06%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	61.56K	1.56M	-23.66K	-27.76%
Dec 31, 2025	LPL FINANCIAL LLC	11.65%	1.06M	26.94M	475.28K	+80.82%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.65%	58.89K	1.49M	14.62K	+33.04%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.58%	53.12K	1.35M	53.12K	+100.00%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.48%	43.75K	1.11M	43.75K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	36.96K	936.37K	6.82K	+22.61%
Dec 31, 2025	MADISON PARK CAPITAL ADVISORS, LLC	0.4%	36.23K	917.8K	3.77K	+11.63%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.36%	32.8K	830.86K	5.85K	+21.71%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.33%	29.76K	753.92K	29.76K	+100.00%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.3%	27.1K	686.65K	-1.21K	-4.26%
Dec 31, 2025	TECTONIC ADVISORS LLC	0.17%	15.54K	393.74K	2.82K	+22.20%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.14%	12.8K	324.29K	12.8K	+100.00%
Dec 31, 2025	BOLTHOUSE INVESTMENTS, LLC	0.14%	12.71K	321.98K	12.71K	+100.00%
Dec 31, 2025	CWM, LLC	0.13%	12.29K	311K	12.29K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	11.36K	287.91K	11.36K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL STRATEGIES, INC.	0.12%	11.36K	287.78K	11.36K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.11%	9.65K	244.48K	1.2K	+14.20%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.81%	74.21K	1.88M	26.61K	+55.92%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	9.47%	864.64K	21.91M	315.97K	+57.59%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	8.81%	804.79K	20.39M	399.89K	+98.76%
Dec 31, 2025	ROYAL BANK OF CANADA	6.58%	600.38K	15.21M	195.83K	+48.41%
Dec 31, 2025		0.01%	865	21.92K	865	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.77%	252.64K	6.4M	34.4K	+15.76%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.58%	235.9K	5.98M	49.93K	+26.85%
Dec 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	2.06%	188.42K	4.77M	188.42K	+100.00%
Dec 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	26.04%	2.38M	60.22M	176.32K	+8.01%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.9%	82.21K	2.08M	9.25K	+12.68%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.82%	74.77K	1.89M	17.92K	+31.53%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	8.11K	205.45K	8.11K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	9.53K	241.48K	9.53K	+100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	157	3.98K	0	0
Dec 31, 2025	COMERICA BANK	0%	0	-	-299	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-466	-100.00%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0%	0	-	-13.24K	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.88%	80.63K	2.04M	14.04K	+21.08%
Dec 31, 2025	ATLAS WEALTH LLC	1.64%	149.51K	3.79M	15.92K	+11.92%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.93%	85.22K	2.16M	13.73K	+19.20%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	2.32%	212.07K	5.37M	7.06K	+3.44%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	2.04%	186.46K	4.72M	186.46K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.76%	160.25K	4.06M	16.1K	+11.17%
Dec 31, 2025	RETIREMENT PLANNING GROUP	1.56%	142.67K	3.61M	15.05K	+11.79%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.25%	114.01K	2.89M	819	+0.72%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.94%	86.17K	2.18M	2.8K	+3.36%
Dec 31, 2025	PUFF WEALTH MANAGEMENT, LLC	0.79%	72.44K	1.83M	40.03K	+123.51%
Dec 31, 2025	MISSION CREEK CAPITAL PARTNERS, INC.	0.7%	64.14K	1.63M	3.6K	+5.95%
Dec 31, 2025	FFG RETIREMENT ADVISORS LLC	0.65%	59.66K	1.51M	-628	-1.04%
Sep 30, 2025	RETIREMENT PLANNING GROUP	1.4%	127.62K	3.24M	-26.43K	-17.16%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.8%	72.96K	1.85M	-9.99K	-12.04%
Sep 30, 2025	MADISON PARK CAPITAL ADVISORS, LLC	0.36%	32.45K	823.04K	1.23K	+3.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-200	-100.00%
Sep 30, 2025	FAMILY LEGACY FINANCIAL SOLUTIONS, LLC	0%	0	-	-2K	-100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.09%	8.45K	214.29K	-100	-1.17%
Sep 30, 2025	ROYAL BANK OF CANADA	4.43%	404.56K	10.26M	147.6K	+57.44%
Sep 30, 2025	FFG RETIREMENT ADVISORS LLC	0.66%	60.29K	1.53M	-83.64K	-58.11%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.29%	26.95K	683.33K	1.17K	+4.52%
Sep 30, 2025	WEDBUSH SECURITIES INC	0%	0	-	-120K	-100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	157	3.98K	157	+100.00%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.48%	44.26K	1.12M	44.26K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.58%	144.14K	3.65M	-15.77K	-9.86%
Sep 30, 2025	HAMILTON WEALTH, LLC	0.52%	47.59K	1.21M	47.59K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.04%	185.97K	4.72M	166.26K	+843.55%
Sep 30, 2025	RPS ADVISORY SOLUTIONS LLC	2.24%	205.01K	5.2M	39.05K	+23.53%
Sep 30, 2025	LPL FINANCIAL LLC	6.44%	588.07K	14.91M	239.87K	+68.89%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6%	548.67K	13.91M	388.34K	+242.20%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.43%	404.9K	10.27M	127.55K	+45.99%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	24.08%	2.2M	55.81M	4.66K	+0.21%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	30.14K	764K	-4K	-11.72%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.31%	28.31K	717.89K	28.31K	+100.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.14%	13.24K	335.82K	13.24K	+100.00%
Sep 30, 2025	TECTONIC ADVISORS LLC	0.14%	12.72K	322.52K	12.72K	+100.00%
Sep 30, 2025	PUFF WEALTH MANAGEMENT, LLC	0.35%	32.41K	821.91K	32.41K	+100.00%
Sep 30, 2025	MISSION CREEK CAPITAL PARTNERS, INC.	0.66%	60.54K	1.54M	6.34K	+11.70%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.78%	71.49K	1.81M	31.37K	+78.17%
Sep 30, 2025	UBS GROUP AG	0.01%	466	11.82K	175	+60.14%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.62%	56.85K	1.44M	56.85K	+100.00%
Sep 30, 2025	ATLAS WEALTH LLC	1.46%	133.59K	3.39M	102.4K	+328.33%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.24%	113.19K	2.87M	16.09K	+16.57%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.91%	83.37K	2.11M	18K	+27.54%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.73%	66.6K	1.69M	15.73K	+30.92%
Sep 30, 2025	COMERICA BANK	0%	299	7.58K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-39.56K	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.39%	218.24K	5.53M	55.9K	+34.43%
Jun 30, 2025		0.03%	2K	50.58M	2K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.1%	160.34K	4.06M	-97.67K	-37.86%
Jun 30, 2025	RPS ADVISORY SOLUTIONS LLC	2.17%	165.96K	4.2M	165.96K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	3.37%	256.95K	6.51M	253.45K	+7,241.51%
Jun 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28.77%	2.2M	55.62M	-29.28K	-1.32%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.67%	50.87K	1.29M	22.16K	+77.17%
Jun 30, 2025	WEDBUSH SECURITIES INC	1.57%	120K	3.04M	120K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	200	5.07K	200	+100.00%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	1.09%	82.95K	2.1M	-53.09K	-39.03%
Jun 30, 2025	LPL FINANCIAL LLC	4.56%	348.2K	8.82M	261.2K	+300.22%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	3.63%	277.35K	7.02M	276.76K	+46,908.47%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.13%	162.34K	4.11M	21.64K	+15.38%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.27%	97.1K	2.46M	29.94K	+44.58%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.09%	159.91K	4.05M	37.86K	+31.02%
Jun 30, 2025	CITADEL ADVISORS LLC	0.46%	35.36K	895.59M	-11.02K	-23.76%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-20.41K	-100.00%
Jun 30, 2025	RETIREMENT PLANNING GROUP	2.02%	154.05K	3.9M	-4K	-2.53%
Jun 30, 2025	FFG RETIREMENT ADVISORS LLC	1.89%	143.93K	3.64M	-63.17K	-30.50%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.86%	65.37K	1.66M	-1.14K	-1.72%
Jun 30, 2025	MISSION CREEK CAPITAL PARTNERS, INC.	0.71%	54.2K	1.37M	2.1K	+4.03%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	40.13K	1.02M	-19.58K	-32.79%
Jun 30, 2025	JANE STREET GROUP, LLC	0.52%	39.56K	1M	39.56K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	34.15K	865K	5.27K	+18.23%
Jun 30, 2025	FAMILY LEGACY FINANCIAL SOLUTIONS, LLC	0.03%	2K	50.58M	2K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	291	7.37K	291	+100.00%
Jun 30, 2025	MADISON PARK CAPITAL ADVISORS, LLC	0.41%	31.23K	790.77K	31.23K	+100.00%
Jun 30, 2025	ATLAS WEALTH LLC	0.41%	31.19K	789.55K	31.19K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.34%	25.78K	652.88K	660	+2.63%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	19.71K	499.16K	8.16K	+70.58%
Jun 30, 2025	COMERICA BANK	0%	299	7.57K	299	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.41%	20.41K	517K	-9.84K	-32.52%
Mar 31, 2025		0%	0	-	-267	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	2.73%	136.04K	3.44M	136.04K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.45%	122.05K	3.09M	53.72K	+78.62%
Mar 31, 2025	LPL FINANCIAL LLC	1.74%	87K	2.2M	31.31K	+56.22%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.35%	67.16K	1.7M	67.16K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	11.56K	292.57K	11.56K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-107	-100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-8.89K	-100.00%
Mar 31, 2025	FFG RETIREMENT ADVISORS LLC	4.15%	207.1K	5.24M	84.7K	+69.20%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.82%	140.69K	3.56M	-12.51K	-8.16%
Mar 31, 2025	MISSION CREEK CAPITAL PARTNERS, INC.	1.04%	52.1K	1.32M	12.83K	+32.68%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.5%	25.12K	636.04K	8.54K	+51.51%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	3.5K	89K	3.5K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	590	14.94K	-589	-49.96%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	1.33%	66.51K	1.68M	36.54K	+121.94%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.2%	59.7K	1.51M	20.44K	+52.06%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-11.39K	-100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	28.88K	731K	28.88K	+100.00%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0%	0	-	-9.18K	-100.00%
Mar 31, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	44.59%	2.23M	56.35M	118.25K	+5.61%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.17%	258.01K	6.53M	258.01K	+100.00%
Mar 31, 2025	RETIREMENT PLANNING GROUP	3.17%	158.06K	4M	149	+0.09%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.58%	28.71K	726.99K	8.56K	+42.47%
Mar 31, 2025	CITADEL ADVISORS LLC	0.93%	46.39K	1.17M	36.53K	+370.78%

Frequently Asked Questions