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

Who are the major shareholders selling Franklin U.S. Core Dividend Tilt Index ETF stock?

ALLWORTH FINANCIAL LP, in the last quarter, reduced its stake in UDIV by -8.91% restricting it's holding to 511 shares of worth nearly $30.73K. MEDALLION WEALTH ADVISORS, LLC also lessened -64.71% of the UDIV shares from its portfolio, reducing its holding to 600 shares of worth $36.06K. JANE STREET GROUP, LLC also shunned UDIV shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying UDIV stock?

As per its latest 13F filing, MML INVESTORS SERVICES, LLC increased its stake in UDIV by 100% in the last quarter. The institutional holder raised its holding to 285.98 thousand shares having worth more than $17.19M. MERCER GLOBAL ADVISORS INC /ADV also added 100% more shares of UDIV to its portfolio, raising its holding to 605 shares of worth $36.36K. LPL FINANCIAL LLC also increased its UDIV shares holding by 9.75% which brought its holding to 441.69 thousand shares worth $26.54M.

UDIV's major insiders: who are they?

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

Did an insider recently sell UDIV stock?

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

Which insider recently purchased UDIV stock?

There have been 0 transaction(s) during the past 6-months in which Franklin U.S. Core Dividend Tilt Index ETF insiders have bought stock, totalling 0 shares

How much of UDIV does insiders own?

Around 0 Franklin U.S. Core Dividend Tilt Index ETF shares are held by insiders, which represents about N/A of UDIV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UDIV?

MML INVESTORS SERVICES, LLC is the largest institutional owner in UDIV which holds 285.98 thousand shares worth $17.19M or 11.91% of the total UDIV shares outstanding followed by NATIONAL BANK OF CANADA /FI/ with ownership of 400 shares representing 0.02% of the UDIV ownership. GENEOS WEALTH MANAGEMENT INC. is the third largest stakeholder with 491 shares or 0.02% of the ownership worth more than $29.51K.

Is Franklin U.S. Core Dividend Tilt Index 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 UDIV is concerned, it is a stock which is not optionable.

Is there a short position on UDIV's shares?

Number of UDIV 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 UDIV shares are there?

As of today, null shares of UDIV are outstanding.

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

UDIV 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 UDIV is null.

Franklin US Core Dividend Tilt Index ETF (UDIV) 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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 285.98K shares valued at $17.19M. A 11.91% stake in Franklin U.S. Core Dividend Tilt Index ETF is owned by the company. NATIONAL BANK OF CANADA /FI/ owns 400 shares valued at $23.99K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	11.91%	285.98K	17.19M	285.98K	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.02%	400	23.99K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	491	29.51K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.02%	511	30.73K	-50	-8.91%
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0.03%	600	36.06K	-1.1K	-64.71%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	605	36.36K	605	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	18.4%	441.69K	26.54M	39.24K	+9.75%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	25.11%	602.63K	36.22M	47.8K	+8.62%
Jun 30, 2026	MORGAN STANLEY	0.03%	800	48.08K	800	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-5.87K	-100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-14.92K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	87	5.23K	-863	-90.84%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.01%	218	13.15K	218	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	942	56.61K	942	+100.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.17%	4.17K	250.61K	0	0
Jun 30, 2026	MCF ADVISORS LLC	0.21%	5.09K	307.11K	5.09K	+100.00%
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.3%	7.3K	438.73K	347	+4.99%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	9.27K	557.31K	7.76K	+510.87%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.44%	10.47K	629.34K	-1.01K	-8.76%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-1.43K	-100.00%
Jun 30, 2026	PREPARED RETIREMENT INSTITUTE LLC	1.35%	32.29K	1.94M	825	+2.62%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.57%	37.57K	2.26M	11.69K	+45.16%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.49%	59.73K	3.59M	5.37K	+9.88%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	2.51%	60.24K	3.62M	720	+1.21%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.17%	100.14K	6.02M	11.14K	+12.51%
Jun 30, 2026	FMR LLC	0.01%	164	9.86K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	168	10.1K	-85	-33.60%
Jun 30, 2026	TIDEMARK, LLC	0.01%	173	10.4K	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	350	20.95K	350	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.04%	1.02K	61.18K	0	0
Jun 30, 2026	REGISTER FINANCIAL ADVISORS LLC	0.06%	1.45K	87.38K	1.45K	+100.00%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.18%	4.23K	253.91K	0	0
Jun 30, 2026	VIRTU FINANCIAL LLC	0.18%	4.37K	262K	4.37K	+100.00%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.18%	4.42K	265.81K	-640	-12.64%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	4.6K	276K	434	+10.43%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	5.24K	314.62K	-3.07K	-36.93%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.27%	6.47K	388.72K	6.47K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.29%	7.08K	425.26K	-155	-2.14%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.3%	7.32K	439.62K	-221	-2.93%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.35%	8.46K	508.19K	-246	-2.83%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.44%	10.66K	648.41K	10.66K	+100.00%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.62%	14.77K	887.77K	-235.35K	-94.09%
Jun 30, 2026	JPMORGAN CHASE & CO	0.76%	18.21K	1.09M	-1.17K	-6.04%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.88%	21.19K	1.27M	-771	-3.51%
Jun 30, 2026	BAM WEALTH MANAGEMENT, LLC	1.27%	30.42K	1.83M	7.39K	+32.07%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	2.1%	50.47K	3.03M	-2.01K	-3.84%
Jun 30, 2026	SYSTELLIGENCE, LLC	2.39%	57.39K	3.45M	57.39K	+100.00%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	2.48%	59.52K	3.07M	2.03K	+3.52%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-927	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.81%	19.38K	972.68K	1.06K	+5.79%
Mar 31, 2026	FMR LLC	0.01%	164	8.47K	0	0
Mar 31, 2026	TIDEMARK, LLC	0.01%	173	8.93K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	253	13.06K	185	+272.06%
Mar 31, 2026	PRIVATE TRUST CO NA	0.04%	1.02K	52.55K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	1.52K	78.36K	-2.49K	-62.14%
Mar 31, 2026		0.12%	1.7K	87.75K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	4.16K	215K	-88	-2.07%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.17%	4.17K	215.24K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.21%	5.06K	261.34K	403	+8.65%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0%	0	-	-212	-100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-13.27K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.62%	14.92K	769.87K	-1.19K	-7.41%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.91%	21.96K	1.13M	7.56K	+52.54%
Mar 31, 2026	BAM WEALTH MANAGEMENT, LLC	0.96%	23.03K	1.19M	2.71K	+13.36%
Mar 31, 2026	JANE STREET GROUP, LLC	0.24%	5.87K	303.15K	5.87K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.71%	89.01K	4.59M	5.61K	+6.72%
Mar 31, 2026	FRANKLIN RESOURCES INC	10.42%	250.12K	12.91M	-200.85K	-44.54%
Mar 31, 2026	LPL FINANCIAL LLC	16.77%	402.45K	20.77M	150.81K	+59.93%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	23.12%	554.83K	28.64M	44.27K	+8.67%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.06%	1.43K	74.02K	1.43K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.3%	7.23K	373.25K	-971	-11.84%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.36%	8.7K	449.17K	-4.69K	-35.02%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.48%	11.48K	592.46K	-951	-7.65%
Mar 31, 2026	PREPARED RETIREMENT INSTITUTE LLC	1.31%	31.47K	1.62M	-179	-0.57%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.18%	4.23K	218.08K	0	0
Mar 31, 2026	SUNBELT SECURITIES, INC.	0%	55	2.84K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.02%	400	20.65K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	491	25.35K	-2	-0.41%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.02%	561	28.97K	2	+0.36%
Mar 31, 2026	UBS GROUP AG	0.04%	950	49.04K	950	+100.00%
Mar 31, 2026	MEDALLION WEALTH ADVISORS, LLC	0.07%	1.7K	87.75K	0	0
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.29%	6.95K	358.91K	172	+2.54%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.31%	7.54K	388.99K	221	+3.02%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.35%	8.3K	428.43K	8.3K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.08%	25.88K	1.34M	-7.01K	-21.32%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	2.19%	52.49K	2.71M	6.47K	+14.05%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.26%	54.36K	2.81M	1.96K	+3.74%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-6.88K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.36%	32.9K	1.75M	15K	+83.77%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	942	50.07K	0	0
Dec 31, 2025		0.12%	1.7K	90.35K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	1.31%	18.32K	973.69K	306	+1.70%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	4.01K	213.23K	87	+2.22%
Dec 31, 2025	PRIVATE TRUST CO NA	0.07%	1.02K	54.11K	1.02K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	927	49.26K	927	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	493	26.2K	-5	-1.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	400	21.22K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	559	29.72K	3	+0.54%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0%	55	2.92K	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1.26K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-5.39K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-293	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.98%	83.4K	4.43M	9.87K	+13.42%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	4.12%	57.5K	3.06M	5.03K	+9.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.76%	52.4K	2.79M	3.69K	+7.58%
Dec 31, 2025	CITADEL ADVISORS LLC	1.15%	16.11K	856.13K	16.11K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.03%	14.39K	765.06K	-220	-1.51%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.96%	13.39K	711.77K	4.34K	+47.93%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.95%	13.27K	705.2K	62	+0.47%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.89%	12.43K	660.59K	3.58K	+40.47%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	8.2K	435.93K	261	+3.29%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.52%	7.32K	388.79K	7.32K	+100.00%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.49%	6.78K	360.41K	65	+0.97%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	36.6%	510.57K	27.14M	49.86K	+10.82%
Dec 31, 2025	FRANKLIN RESOURCES INC	32.33%	450.97K	23.97M	434.96K	+2,715.76%
Dec 31, 2025	LPL FINANCIAL LLC	18.04%	251.64K	13.37M	81.13K	+47.58%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	3.3%	46.02K	2.45M	3.58K	+8.42%
Dec 31, 2025	PREPARED RETIREMENT INSTITUTE LLC	2.27%	31.65K	1.68M	358	+1.14%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.33%	4.66K	247.68K	-150	-3.12%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	4.25K	226K	-312	-6.84%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.3%	4.23K	224.56K	-700	-14.21%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.3%	4.17K	221.63K	0	0
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.02%	212	11.25K	212	+100.00%
Dec 31, 2025	TIDEMARK, LLC	0.01%	173	9.2K	0	0
Dec 31, 2025	FMR LLC	0.01%	164	8.72K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	68	3.61K	0	0
Sep 30, 2025	UBS GROUP AG	0.02%	293	15.35K	-791	-72.97%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	400	20.92K	-83	-17.18%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	68	3.56K	-1.11K	-94.23%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	32.57%	460.7K	24.13M	55.63K	+13.73%
Sep 30, 2025	LPL FINANCIAL LLC	12.05%	170.5K	8.93M	27.83K	+19.50%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.2%	73.53K	3.85M	21.1K	+40.24%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	3.71%	52.47K	2.75M	-264	-0.50%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.44%	48.71K	2.55M	22.06K	+82.80%
Sep 30, 2025	PREPARED RETIREMENT INSTITUTE LLC	2.21%	31.29K	1.64M	15.93K	+103.69%
Sep 30, 2025	JPMORGAN CHASE & CO	1.27%	18.01K	943.67K	-103	-0.57%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.27%	17.9K	937.8K	-5.47K	-23.40%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.13%	16.02K	839K	305	+1.94%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.03%	14.61K	765.55K	-703	-4.59%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.64%	9.05K	474.24K	-520	-5.43%
Sep 30, 2025		1.03%	14.51K	760.22K	14.51K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.93%	13.21K	691.79K	13.21K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	7.94K	415.99K	-109	-1.35%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.49%	6.88K	360.41K	424	+6.57%
Sep 30, 2025	JANE STREET GROUP, LLC	0.38%	5.39K	282.51K	5.39K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	4.56K	239K	-775	-14.52%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.29%	4.17K	218.45K	0	0
Sep 30, 2025	FMR LLC	0.01%	164	8.6K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	51	-1	-50.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	55	2.88K	55	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	556	29.15K	2	+0.36%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	498	26.09K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	3%	42.45K	2.22M	-246	-0.58%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.35%	4.93K	258K	-215	-4.18%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	3.92K	199.13K	-78	-1.95%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	942	49.35K	0	0
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-27.1K	-100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.34%	4.81K	251.97K	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.63%	8.85K	463.51K	-130	-1.45%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.47%	6.72K	351.8K	103	+1.56%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.09%	1.26K	66.01K	34	+2.77%
Sep 30, 2025	TIDEMARK, LLC	0.01%	173	9.06K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	1.43%	18.12K	873.7K	-1.34K	-6.91%
Jun 30, 2025	MORGAN STANLEY	0%	1	77K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	498	24.02K	5	+1.01%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.51%	6.46K	311.34K	1.02K	+18.76%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.52%	6.61K	318.93K	502	+8.21%
Jun 30, 2025		1.21%	15.36K	740.75K	8.9K	+137.70%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.46%	18.56K	894.94K	8.61K	+86.60%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.1%	26.65K	1.28M	1.41K	+5.60%
Jun 30, 2025	VIRTU FINANCIAL LLC	2.13%	27.1K	1.31M	27.1K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.12%	52.43K	2.53M	52.43K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	4.15%	52.73K	2.54M	-17.05K	-24.43%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	31.86%	405.08K	19.53M	51.05K	+14.42%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-5.01K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	942	45.43K	942	+100.00%
Jun 30, 2025	UBS GROUP AG	0.09%	1.08K	52.28K	1.08K	+100.00%
Jun 30, 2025	FMR LLC	0.01%	164	7.91K	163	+16,300.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	76	1	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	0	-	-18	-100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.71%	8.98K	432.97K	1.78K	+24.68%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	1.18K	56.81K	-23.08K	-95.14%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.38%	4.81K	231.96K	0	0
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.4%	5.14K	247.88K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	5.34K	257K	618	+13.09%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.1%	1.23K	59.12K	925	+307.31%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	4K	192.91K	-10.41K	-72.24%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.33%	4.17K	201.1K	4.17K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	8.05K	388.21K	82	+1.03%
Jun 30, 2025	PREPARED RETIREMENT INSTITUTE LLC	1.21%	15.36K	740.75K	8.9K	+137.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.75%	9.57K	461.66K	6.47K	+208.21%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.2%	15.32K	738.7K	584	+3.96%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.24%	15.71K	757.67K	-2.2K	-12.26%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.84%	23.37K	1.13M	9.41K	+67.43%
Jun 30, 2025	CITADEL ADVISORS LLC	2.11%	26.83K	1.29B	17.14K	+176.83%
Jun 30, 2025	LPL FINANCIAL LLC	11.22%	142.68K	6.88M	15.69K	+12.36%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.04%	554	26.73K	2	+0.36%
Jun 30, 2025	TIDEMARK, LLC	0.01%	173	8.34K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	483	23.24K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	63	0	0
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1.21K	-100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.68%	7.97K	348.44K	49	+0.62%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.62%	7.2K	314.9K	7.2K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	2.07%	24.26K	1.06M	14.56K	+150.21%
Mar 31, 2025	MORGAN STANLEY	0%	1	83	0	0
Mar 31, 2025		0.55%	6.46K	282.58K	6.46K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.41%	4.81K	210.34K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.03%	301	13.67K	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	483	21.1K	483	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	493	21.56K	-115	-18.91%
Mar 31, 2025	TIDEMARK, LLC	0.01%	173	7.57K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.27%	3.11K	135.83K	100	+3.33%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	4.72K	206K	-871	-15.58%
Mar 31, 2025	CITADEL ADVISORS LLC	0.83%	9.69K	423.74K	-16.2K	-62.57%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.19%	13.96K	610.43K	-35.42K	-71.73%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.26%	14.73K	644.25K	466	+3.27%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	5.97%	69.78K	3.05M	762	+1.10%
Mar 31, 2025	LPL FINANCIAL LLC	10.86%	126.98K	5.55M	41.62K	+48.75%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.43%	5.01K	219K	-430	-7.90%
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.52%	6.11K	277.46K	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.46%	5.44K	237.72K	5.44K	+100.00%
Mar 31, 2025	FMR LLC	0%	1	44	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.16%	25.23K	1.1M	56	+0.22%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.53%	17.91K	783.03K	1K	+5.92%
Mar 31, 2025	ARCHER INVESTMENT CORP	0%	18	802	0	0
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.44%	5.14K	224.77K	0	0
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-18.5K	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.23%	14.41K	630.18K	976	+7.27%
Mar 31, 2025	JPMORGAN CHASE & CO	1.66%	19.46K	851.03K	3K	+18.21%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.85%	9.95K	434.9K	9.95K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.05%	552	23.44K	-8	-1.43%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	30.28%	354.03K	15.48M	77.61K	+28.07%

Frequently Asked Questions