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

Who are the major shareholders selling State Street SPDR S&P 1500 Value Tilt ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in VLU by -1.35% restricting it's holding to 104.47 thousand shares of worth nearly $24.88M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also lessened -0.13% of the VLU shares from its portfolio, reducing its holding to 112.83 thousand shares of worth $26.88M. LPL FINANCIAL LLC also shunned VLU shares holding by -0.05% last quarter which brought its holding to 425.52 thousand shares worth $101.36M.

Investors who are buying VLU stock?

As per its latest 13F filing, JPMORGAN CHASE & CO increased its stake in VLU by 1.49% in the last quarter. The institutional holder raised its holding to 31.02 thousand shares having worth more than $7.39M. SYSTELLIGENCE, LLC also added 5.34% more shares of VLU to its portfolio, raising its holding to 61.83 thousand shares of worth $14.73M. MORGAN STANLEY also increased its VLU shares holding by 19.73% which brought its holding to 66.71 thousand shares worth $15.89M.

VLU's major insiders: who are they?

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

Did an insider recently sell VLU stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR S&P 1500 Value Tilt ETF's stock. Within the last six months, there have been 0 transaction(s) in which VLU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VLU stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR S&P 1500 Value Tilt ETF insiders have bought stock, totalling 0 shares

How much of VLU does insiders own?

Around 0 State Street SPDR S&P 1500 Value Tilt ETF shares are held by insiders, which represents about N/A of VLU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VLU?

JPMORGAN CHASE & CO is the largest institutional owner in VLU which holds 31.02 thousand shares worth $7.39M or 1.04% of the total VLU shares outstanding followed by SYSTELLIGENCE, LLC with ownership of 61.83 thousand shares representing 2.07% of the VLU ownership. MORGAN STANLEY is the third largest stakeholder with 66.71 thousand shares or 2.23% of the ownership worth more than $15.89M.

Is State Street SPDR S&P 1500 Value Tilt 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 VLU is concerned, it is a stock which is optionable.

Is there a short position on VLU's shares?

Number of VLU 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 VLU shares are there?

As of today, null shares of VLU are outstanding.

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

VLU 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 VLU is null.

State Street SPDR S&P 1500 Value Tilt ETF (VLU) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 31.02K shares valued at $7.39M. A 1.04% stake in State Street SPDR S&P 1500 Value Tilt ETF is owned by the company. SYSTELLIGENCE, LLC owns 61.83K shares valued at $14.73M, which translates its holding of 2.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	1.04%	31.02K	7.39M	456	+1.49%
Jun 30, 2026	SYSTELLIGENCE, LLC	2.07%	61.83K	14.73M	3.13K	+5.34%
Jun 30, 2026	MORGAN STANLEY	2.23%	66.71K	15.89M	10.99K	+19.73%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.33%	69.57K	16.57M	145	+0.21%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.47%	103.73K	24.71M	4.68K	+4.72%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.5%	104.47K	24.88M	-1.43K	-1.35%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.55%	106.04K	25.26M	8.46K	+8.67%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.78%	112.83K	26.88M	-147	-0.13%
Jun 30, 2026	NADLER FINANCIAL GROUP, INC.	4.41%	131.66K	31.36M	9.39K	+7.68%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	4.81%	143.74K	34.24M	277	+0.19%
Jun 30, 2026	LPL FINANCIAL LLC	14.25%	425.52K	101.36M	-195	-0.05%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.16%	4.76K	1.13M	-1.48K	-23.71%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	4.78K	1.14M	3.03K	+172.76%
Jun 30, 2026	STEPHENS INC /AR/	0.17%	5.14K	1.22M	-215	-4.01%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.61%	18.27K	4.35M	-2.58K	-12.39%
Jun 30, 2026	USADVISORS WEALTH MANAGEMENT, LLC	0.74%	22.05K	5.25M	-561	-2.48%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.32%	9.6K	2.29M	7.52K	+361.89%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.83%	24.86K	5.92M	92	+0.37%
Jun 30, 2026	KEYSTONE WEALTH SERVICES, LLC	0.14%	4.16K	991.25K	-229	-5.22%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.4%	11.85K	2.82M	1.96K	+19.83%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.36%	10.9K	2.6M	1.03K	+10.44%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.33%	9.74K	2.32M	-310	-3.08%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.94%	27.94K	6.66M	660	+2.42%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	2.77K	658.74K	-2.64K	-48.83%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	2.84K	677.39K	235	+9.01%
Jun 30, 2026	OPULEN FINANCIAL GROUP LLC	0.1%	2.98K	708.96K	12	+0.40%
Jun 30, 2026	WATERLOO CAPITAL, L.P.	0.1%	3.11K	740.27K	218	+7.54%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.11%	3.13K	746.3K	0	0
Jun 30, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.11%	3.27K	777.98K	-60	-1.80%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	3.5K	834.07K	-10	-0.28%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.12%	3.51K	835.25K	3.51K	+100.00%
Jun 30, 2026	SAXON INTERESTS, INC.	0.12%	3.52K	837.3K	-151	-4.12%
Jun 30, 2026		0.31%	9.25K	2.2M	8.97K	+3,239.71%
Jun 30, 2026	ROGER WITTLIN INVESTMENT ADVISORY, LLC	0.43%	12.98K	3.09M	-8.37K	-39.21%
Jun 30, 2026	SHELTON CAPITAL MANAGEMENT	0.27%	8.17K	1.95M	939	+12.98%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.28%	8.38K	2M	-274	-3.17%
Jun 30, 2026	CREATIVE PLANNING	0.38%	11.26K	2.68M	-202	-1.76%
Jun 30, 2026	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.59%	47.45K	11.3M	403	+0.86%
Jun 30, 2026	ROYAL BANK OF CANADA	0.65%	19.49K	4.64M	3.85K	+24.64%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	8.12K	1.77M	133	+1.67%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.27%	8.05K	1.92M	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.21%	6.42K	1.53M	-1.2K	-15.73%
Jun 30, 2026	GTS SECURITIES LLC	0.21%	6.27K	1.49M	-1	-0.02%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.21%	6.22K	1.48M	-947	-13.22%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.19%	5.81K	1.38M	174	+3.09%
Jun 30, 2026	ASPIRE CAPITAL ADVISORS LLC	0.17%	5.03K	1.2M	3.55K	+239.04%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	4.8K	1.14M	4.8K	+100.00%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.15%	4.6K	1.1M	422	+10.09%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	4.25K	1.01M	4.25K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.59%	17.67K	4.21M	3.31K	+23.09%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.58%	17.38K	4.14M	9.16K	+111.58%
Jun 30, 2026	GRANEY & KING, LLC	1.27%	37.87K	9.02M	1.56K	+4.30%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	1.09%	32.49K	7.74M	-136	-0.42%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	12.3K	2.93M	-1.36K	-9.94%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	12.24K	2.92M	1.7K	+16.13%
Jun 30, 2026	COMPASS FINANCIAL SERVICES INC	1.64%	48.95K	11.66M	1.8K	+3.81%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	1.79%	53.4K	12.72M	-4.43K	-7.65%
Jun 30, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	1.89%	56.55K	13.47M	2.98K	+5.56%
Jun 30, 2026	FORONJY FINANCIAL LLC	0.29%	8.76K	2.09M	-4	-0.05%
Jun 30, 2026	RAFFA WEALTH MANAGEMENT, LLC	0.31%	9.25K	2.2M	8.97K	+3,239.71%
Jun 30, 2026	SHOREHAVEN WEALTH PARTNERS, LLC	0.97%	29.03K	6.91M	-173	-0.59%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.07%	2.08K	446.72K	199	+10.59%
Mar 31, 2026	USADVISORS WEALTH MANAGEMENT, LLC	0.75%	22.61K	4.76M	575	+2.61%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.15%	4.55K	977.78K	2.4K	+111.53%
Mar 31, 2026	SHELTON CAPITAL MANAGEMENT	0.24%	7.23K	1.56M	7.23K	+100.00%
Mar 31, 2026	CAPITAL SQUARE, LLC	0.07%	2.08K	476.43K	2.08K	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	2.1K	452.31K	103	+5.15%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	2.61K	560.95K	2	+0.08%
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.1%	2.89K	621.37K	-1.93K	-39.98%
Mar 31, 2026	OPULEN FINANCIAL GROUP LLC	0.11%	2.96K	637.08K	13	+0.44%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.11%	3.13K	673.52K	0	0
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.12%	3.33K	715.07K	14	+0.42%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.13%	3.51K	754.88K	445	+14.51%
Mar 31, 2026	NADLER FINANCIAL GROUP, INC.	4.06%	122.27K	26.29M	122.27K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	14.13%	425.72K	91.52M	19.12K	+4.70%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP	0.07%	2.05K	441.32K	3	+0.15%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.27%	8.05K	1.7M	-3.64K	-31.11%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.27%	8.21K	1.77M	-3.63K	-30.63%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.29%	8.65K	1.86M	16	+0.19%
Mar 31, 2026	FORONJY FINANCIAL LLC	0.29%	8.76K	1.88M	454	+5.47%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.33%	9.87K	2.12M	436	+4.62%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.33%	9.89K	2.13M	160	+1.64%
Mar 31, 2026	MORGAN STANLEY	1.85%	55.72K	11.98M	17.28K	+44.97%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.92%	57.82K	12.43M	-978	-1.66%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.24%	7.16K	1.54M	-311	-4.16%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	7.99K	1.72M	-328	-3.95%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.33%	10.05K	2.16M	-127	-1.25%
Mar 31, 2026	SAXON INTERESTS, INC.	0.12%	3.67K	788.1K	-12	-0.33%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	10.54K	2.27M	-3.85K	-26.76%
Mar 31, 2026	CREATIVE PLANNING	0.38%	11.46K	2.46M	381	+3.44%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.3%	69.43K	14.93M	2.45K	+3.65%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.75%	112.98K	24.29M	8.03K	+7.66%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	5.17%	143.46K	30.84M	23.59K	+19.68%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.14%	4.18K	898.75K	119	+2.93%
Mar 31, 2026	KEYSTONE WEALTH SERVICES, LLC	0.15%	4.39K	943.79K	4.39K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.48%	14.36K	3.09M	-2.38K	-14.23%
Mar 31, 2026	ROYAL BANK OF CANADA	0.52%	15.64K	3.36M	-6.06K	-27.94%
Mar 31, 2026	GRANEY & KING, LLC	1.2%	36.31K	7.81M	1.21K	+3.43%
Mar 31, 2026	COMPASS FINANCIAL SERVICES INC	1.56%	47.16K	10.14M	-2.05K	-4.16%
Mar 31, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	1.78%	53.58K	11.52M	10.7K	+24.94%
Mar 31, 2026	SYSTELLIGENCE, LLC	1.95%	58.7K	12.62M	58.7K	+100.00%
Mar 31, 2026		0.17%	5.05K	1.08M	5.05K	+100.00%
Mar 31, 2026	STEPHENS INC /AR/	0.18%	5.36K	1.15M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	5.4K	1.16M	2.66K	+96.94%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.19%	5.63K	1.21M	255	+4.74%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.69%	20.85K	4.48M	323	+1.57%
Mar 31, 2026	ROGER WITTLIN INVESTMENT ADVISORY, LLC	0.71%	21.34K	4.59M	-2.62K	-10.91%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.82%	24.77K	5.32M	1.29K	+5.47%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	13.66K	2.94M	-1.79K	-11.61%
Mar 31, 2026	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.56%	47.05K	10.11M	5.74K	+13.90%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.25%	7.62K	1.64M	7.62K	+100.00%
Mar 31, 2026	GTS SECURITIES LLC	0.21%	6.27K	1.35M	6.27K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.25%	7.62K	1.64M	476	+6.67%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.21%	6.24K	1.31M	-536	-7.91%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.91%	27.28K	5.87M	11.52K	+73.05%
Mar 31, 2026	SHOREHAVEN WEALTH PARTNERS, LLC	0.97%	29.2K	6.28M	371	+1.29%
Mar 31, 2026	JPMORGAN CHASE & CO	1.01%	30.56K	6.44M	1.62K	+5.60%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.08%	32.62K	7.01M	-18.11K	-35.70%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.24%	97.59K	20.98M	6.05K	+6.60%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.29%	99.05K	21.29M	-59.15K	-37.39%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.51%	105.9K	22.77M	-18.6K	-14.94%
Dec 31, 2025	JPMORGAN CHASE & CO	1.13%	28.94K	6.1M	-116	-0.40%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.72%	124.5K	26.22M	-23.16K	-15.68%
Dec 31, 2025	LPL FINANCIAL LLC	15.51%	406.59K	85.64M	31.66K	+8.45%
Dec 31, 2025	STEPHENS INC /AR/	0.21%	5.36K	1.13M	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.07%	1.88K	395.79K	1.6K	+583.27%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.08%	2.05K	431.87K	167	+8.87%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	2K	421.49K	47	+2.41%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.21%	5.38K	1.13M	458	+9.31%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.29%	7.47K	1.57M	564	+8.16%
Dec 31, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.86%	22.04K	4.64M	1.34K	+6.49%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.9%	23.49K	4.95M	448	+1.94%
Dec 31, 2025	ROGER WITTLIN INVESTMENT ADVISORY, LLC	0.94%	23.96K	5.05M	-15.29K	-38.96%
Dec 31, 2025	GRANEY & KING, LLC	1.33%	35.1K	7.39M	456	+1.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.54%	66.98K	14.11M	544	+0.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.05%	158.2K	33.32M	-18.4K	-10.42%
Dec 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	1.1%	28.83K	6.07M	-119	-0.41%
Dec 31, 2025		0.14%	3.61K	759.77K	3.61K	+100.00%
Dec 31, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.06%	1.45K	306.25K	0	0
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	3.07K	645.82K	-47	-1.51%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.12%	3.13K	659.93K	-178	-5.38%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.13%	3.31K	697.79K	-30	-0.90%
Dec 31, 2025	SAXON INTERESTS, INC.	0.14%	3.68K	774.73K	3.68K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.16%	4.23K	889.95K	4.23K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	4.58%	119.87K	25.25M	28.65K	+31.40%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	22.67%	593.1K	38.44M	593.1K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.46%	38.43K	8.1M	2.49K	+6.93%
Dec 31, 2025	ROYAL BANK OF CANADA	0.82%	21.7K	4.57M	-5.64K	-20.62%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.78%	20.53K	4.32M	-3.61K	-14.96%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.64%	16.74K	3.53M	1.58K	+10.45%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.6%	15.77K	3.32M	946	+6.38%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.55%	14.39K	3.03M	-3.85K	-21.11%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.45%	11.84K	2.49M	-1.22K	-9.31%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.45%	11.69K	2.48M	-1.28K	-9.84%
Dec 31, 2025	CREATIVE PLANNING	0.42%	11.08K	2.33M	22	+0.20%
Dec 31, 2025	OPULEN FINANCIAL GROUP LLC	0.11%	2.95K	621.59K	14	+0.48%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.37%	9.43K	1.99M	-5.39K	-36.39%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.34%	8.64K	1.82M	18	+0.21%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.18%	4.82K	1.01M	-1.2K	-19.92%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	2.15K	452.96K	-1.85K	-46.25%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	2.18K	472.43K	-595	-21.42%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	2.74K	577.97K	13	+0.48%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.11%	2.72K	572.41K	3	+0.11%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	2.79K	588.21K	-93	-3.22%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.26%	6.78K	1.43M	91	+1.36%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.25%	6.57K	1.38M	-1.74K	-20.88%
Dec 31, 2025	COMPASS PLANNING ASSOCIATES INC	0.07%	1.72K	361.44K	-1.18K	-40.75%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.4%	10.18K	2.14M	14	+0.14%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.37%	9.73K	2.05M	311	+3.30%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.21%	30.89K	6.51M	30.89K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	15.45K	3.25M	871	+5.97%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.32%	8.31K	1.75M	-15	-0.18%
Dec 31, 2025	FORONJY FINANCIAL LLC	0.33%	8.31K	1.75M	1.91K	+29.79%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	2.61K	549.13K	2.61K	+100.00%
Dec 31, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.58%	41.31K	8.7M	909	+2.25%
Dec 31, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	1.68%	42.88K	9.03M	9.7K	+29.24%
Dec 31, 2025	COMPASS FINANCIAL SERVICES INC	1.87%	49.2K	10.36M	171	+0.35%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.99%	50.73K	10.69M	1.08K	+2.18%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	2.25%	58.8K	12.39M	-170	-0.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	1.78K	374.66K	1	+0.06%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	7.14K	1.5M	-5.15K	-41.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.47%	91.54K	19.28M	15.5K	+20.38%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.11%	104.94K	22.11M	-1.99K	-1.86%
Dec 31, 2025	MARINER, LLC	0.05%	1.31K	276.78K	3	+0.23%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	1.36K	287.2K	61	+4.69%
Sep 30, 2025	LPL FINANCIAL LLC	14.24%	374.93K	76.53M	-55.93K	-12.98%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.25%	6.68K	1.36M	-114	-1.68%
Sep 30, 2025	CITADEL ADVISORS LLC	0.44%	11.58K	2.36M	11.58K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.42%	11.06K	2.26M	11.06K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.33%	8.62K	1.76M	18	+0.21%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.32%	8.33K	1.7M	-6	-0.07%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.32%	8.31K	1.7M	1.01K	+13.79%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.26%	6.91K	1.41M	215	+3.21%
Sep 30, 2025	FORONJY FINANCIAL LLC	0.24%	6.4K	1.31M	257	+4.18%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	6.03K	1.23M	280	+4.87%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.23%	6.01K	1.23M	1.33K	+28.46%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.13%	3.34K	682.16K	15	+0.45%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.39%	10.16K	2.07M	456	+4.70%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.36%	9.42K	1.92M	-131	-1.37%
Sep 30, 2025	STEPHENS INC /AR/	0.2%	5.36K	1.09M	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.19%	4.92K	1M	429	+9.55%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.17%	4.53K	924.73K	-308	-6.37%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.15%	4K	816.56K	-4.05K	-50.30%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.13%	3.31K	675.85K	-787	-19.20%
Sep 30, 2025	OPULEN FINANCIAL GROUP LLC	0.11%	2.94K	599.58K	13	+0.44%
Sep 30, 2025	COMPASS PLANNING ASSOCIATES INC	0.11%	2.9K	591.13K	14	+0.49%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	3.11K	635.43K	530	+20.52%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	2.89K	589.07K	-59	-2.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	2.78K	567.87K	43	+1.57%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	2.73K	557.49K	-2.96K	-52.03%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.1%	2.71K	553.93K	-406	-13.01%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	1.95K	398.85K	150	+8.31%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	1.78K	363K	1.78K	+100.00%
Sep 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.06%	1.71K	348.84K	-394	-18.74%
Sep 30, 2025	FMR LLC	0.06%	1.51K	308.36K	21	+1.41%
Sep 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.06%	1.45K	296.77K	0	0
Sep 30, 2025	AVANT CAPITAL LLC	0.05%	1.42K	290.63K	-220	-13.38%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.05%	1.3K	265.74K	-213	-14.06%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.04%	1.04K	211.62K	1.04K	+100.00%
Sep 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.04%	1.01K	205.89K	1.01K	+100.00%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.04%	990	202.08K	990	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.03%	666	135.96K	-366	-35.47%
Sep 30, 2025	BLACKROCK, INC.	0.01%	296	60.42K	296	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	275	56.13K	-6.35K	-95.85%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	210	42.87K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6.71%	176.6K	36.05M	67.95K	+62.54%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.61%	147.65K	30.14M	14.27K	+10.70%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.06%	106.93K	21.83M	8.07K	+8.17%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.46%	91.23K	18.61M	13.96K	+18.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.89%	76.04K	15.35M	-8.39K	-9.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.52%	66.44K	13.56M	1.44K	+2.21%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	2.24%	58.97K	12.04M	538	+0.92%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.89%	49.65K	10.13M	-63	-0.13%
Sep 30, 2025	COMPASS FINANCIAL SERVICES INC	1.86%	49.03K	10.01M	-1.39K	-2.76%
Sep 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.53%	40.4K	8.25M	5.2K	+14.77%
Sep 30, 2025	ROGER WITTLIN INVESTMENT ADVISORY, LLC	1.49%	39.25K	8.01M	-2.9K	-6.87%
Sep 30, 2025	MORGAN STANLEY	1.36%	35.94K	7.34M	-657	-1.80%
Sep 30, 2025	GRANEY & KING, LLC	1.32%	34.65K	7.07M	3.86K	+12.55%
Sep 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	1.26%	33.18K	6.77M	6.86K	+26.04%
Sep 30, 2025	JPMORGAN CHASE & CO	1.1%	29.06K	5.93M	-48	-0.16%
Sep 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	1.1%	28.95K	5.91M	-59	-0.20%
Sep 30, 2025	ROYAL BANK OF CANADA	1.04%	27.34K	5.58M	5.83K	+27.08%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	24.14K	4.93M	-1.48K	-5.77%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.87%	23.04K	4.7M	1.94K	+9.20%
Sep 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.79%	20.69K	4.22M	20.69K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	18.24K	3.72M	2.93K	+19.10%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.58%	15.15K	3.09M	-525	-3.35%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.56%	14.82K	3.03M	866	+6.21%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.56%	14.82K	3.03M	9.6K	+183.85%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	14.58K	2.98M	-5.01K	-25.59%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.5%	13.06K	2.66M	4.88K	+59.66%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.49%	12.97K	2.64M	4.89K	+60.62%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.47%	12.29K	2.51M	-404	-3.18%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	19.59K	3.77M	621	+3.27%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.18%	4.68K	899.45K	1.43K	+44.12%
Jun 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.06%	1.45K	279.37K	0	0
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.06%	1.52K	291.18K	-96	-5.96%
Jun 30, 2025	AVANT CAPITAL LLC	0.06%	1.64K	315.82K	309	+23.15%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.83%	21.1K	4.05M	-244	-1.14%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.28%	108.65K	20.88M	16.42K	+17.80%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.38%	9.55K	1.83M	-1.45K	-13.22%
Jun 30, 2025	JPMORGAN CHASE & CO	1.15%	29.1K	5.59M	-671	-2.25%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.05%	77.27K	14.85M	-6.67K	-7.95%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.33%	84.43K	16.22M	-10.93K	-11.46%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.9%	98.86K	19M	4.51K	+4.78%
Jun 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.39%	35.2K	6.76M	0	0
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.96%	49.71K	9.55M	1.81K	+3.79%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	2.3%	58.43K	11.23M	-2.71K	-4.43%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.56%	65K	12.49M	5.77K	+9.74%
Jun 30, 2025	MORGAN STANLEY	1.44%	36.6K	7.03B	-3.68K	-9.13%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-1.1K	-100.00%
Jun 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0%	0	-	-1.12K	-100.00%
Jun 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0%	0	-	-17.28K	-100.00%
Jun 30, 2025	ASSETMARK, INC	0%	54	10.38K	54	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	68	13.07K	-46	-40.35%
Jun 30, 2025	ZRC WEALTH MANAGEMENT, LLC	0%	75	14.41K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	100	19.22K	5	+5.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.26%	133.38K	25.63M	51.29K	+62.48%
Jun 30, 2025	LPL FINANCIAL LLC	16.98%	430.86K	82.79M	53.49K	+14.18%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.01%	25.61K	4.92M	-952	-3.58%
Jun 30, 2025	ROYAL BANK OF CANADA	0.85%	21.52K	4.13M	5.52K	+34.53%
Jun 30, 2025	ROGER WITTLIN INVESTMENT ADVISORY, LLC	1.66%	42.15K	8.1M	1.48K	+3.64%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.26%	6.7K	1.29M	230	+3.56%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.6%	15.32K	2.94M	4.58K	+42.69%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.07%	1.76K	338.14K	59	+3.47%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	1.8K	346.64K	234	+14.90%
Jun 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.08%	2.1K	404.09K	-877	-29.43%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.1%	2.58K	496.32K	-171	-6.21%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	2.74K	535.62K	-218	-7.38%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	2.95K	565.91M	2.95K	+100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	114	21.91K	0	0
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.01%	137	26.37K	0	0
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	150	28.82K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	210	40.35K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.04%	1.03K	198.31K	-3	-0.29%
Jun 30, 2025	BROWN ADVISORY INC	0.05%	1.19K	229.04K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	1.23K	236	371	+43.24%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	4.54K	872.36K	482	+11.88%
Jun 30, 2025	COMPASS FINANCIAL SERVICES INC	1.99%	50.43K	9.69M	-5.99K	-10.62%
Jun 30, 2025	GRANEY & KING, LLC	1.21%	30.79K	5.92M	784	+2.61%
Jun 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	1.04%	26.32K	5.06M	25.12K	+2,093.58%
Jun 30, 2025	FORONJY FINANCIAL LLC	0.24%	6.14K	1.18M	6.14K	+100.00%
Jun 30, 2025		0.24%	6.14K	1.18M	6.14K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.12%	3.12K	599.5K	12	+0.39%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.14%	3.46K	665K	3.46K	+100.00%
Jun 30, 2025	SAXON INTERESTS, INC.	0.15%	3.78K	694.47K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.16%	4.1K	787.43K	1.79K	+77.56%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.18%	4.49K	862.72K	502	+12.59%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.29%	7.3K	1.4M	2.77K	+61.16%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.32%	8.05K	1.55M	-5.08K	-38.71%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.32%	8.07K	1.54M	1.38K	+20.57%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	8.18K	1.57M	1.29K	+18.75%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.33%	8.34K	1.6M	-837	-9.13%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.15%	3.84K	737.47K	3.84K	+100.00%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.19%	4.84K	929.6K	-295	-5.75%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.27%	6.8K	1.31M	-1.86K	-21.46%
Jun 30, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	1.14%	29.01K	5.57M	-1.59K	-5.19%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	5.22K	1M	-155	-2.88%
Jun 30, 2025	STEPHENS INC /AR/	0.21%	5.36K	1.03M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	5.69K	1.09M	2.96K	+108.31%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	5.75K	1.1M	3.46K	+151.14%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.26%	6.63K	1.27M	-250	-3.63%
Jun 30, 2025	JANE STREET GROUP, LLC	0.28%	7.23K	1.39M	7.23K	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.34%	8.6K	1.65M	-120	-1.38%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.38%	9.63K	1.85M	-2.86K	-22.93%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.38%	9.71K	1.86M	-329	-3.28%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.5%	12.7K	2.44M	10.1K	+389.44%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.55%	13.96K	2.68M	13.96K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.62%	15.68K	3.01M	5.62K	+55.92%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.63%	15.97K	3.07M	15.97K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.73%	83.94K	15.45M	-5.7K	-6.35%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.24%	95.36K	17.53M	27.58K	+40.69%
Mar 31, 2025	LPL FINANCIAL LLC	16.77%	377.37K	69.37M	27.45K	+7.85%
Mar 31, 2025	SHOREHAVEN WEALTH PARTNERS, LLC	1.36%	30.6K	5.62M	2.77K	+9.95%
Mar 31, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.56%	35.2K	6.47M	1K	+2.92%
Mar 31, 2025	MORGAN STANLEY	1.79%	40.28K	7.4M	1.23K	+3.16%
Mar 31, 2025	ROGER WITTLIN INVESTMENT ADVISORY, LLC	1.81%	40.67K	7.48M	-59	-0.14%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	2.13%	47.9K	8.8M	46.37K	+3,032.57%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.12%	2.75K	506.24K	0	0
Mar 31, 2025		0.13%	2.87K	527.16K	14	+0.49%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.65%	82.09K	15.09M	20.55K	+33.39%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.1%	92.23K	16.95M	14.16K	+18.13%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	5.38K	988.17K	-1.18K	-17.94%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.29%	6.47K	1.19M	-136	-2.06%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.3%	6.7K	1.22M	1.84K	+37.90%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.31%	6.88K	1.26M	554	+8.76%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	6.89K	1.27M	2.12K	+44.33%
Mar 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.13%	2.98K	547.78K	2.98K	+100.00%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.14%	3.11K	571.36K	-61	-1.92%
Mar 31, 2025	WATERLOO CAPITAL, L.P.	0.14%	3.25K	597.04K	980	+43.21%
Mar 31, 2025	SAXON INTERESTS, INC.	0.17%	3.78K	694.47K	-53	-1.38%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.18%	3.99K	733.09K	460	+13.04%
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.23%	5.13K	943.56K	-269	-4.98%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.38%	8.66K	1.59M	1.84K	+26.92%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.41%	9.17K	1.69M	-2.53K	-21.63%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.45%	10.04K	1.84M	249	+2.54%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.58%	13.13K	2.41M	13.13K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	29.78K	5.47M	1.55K	+5.48%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	2.72%	61.14K	11.24M	-1.3K	-2.07%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	2.73K	502.38K	-2.44K	-47.20%
Mar 31, 2025	STEPHENS INC /AR/	0.24%	5.36K	984.54K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	10.06K	1.85M	1.47K	+17.18%
Mar 31, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.77%	17.28K	3.18M	4.35K	+33.66%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	18.97K	3.49M	5.9K	+45.16%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.95%	21.34K	3.92M	3.66K	+20.67%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.18%	26.57K	4.88M	-213	-0.80%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.39%	8.72K	1.6M	18	+0.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.63%	59.23K	10.89M	21.37K	+56.45%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	2.95K	542.82K	1.63K	+123.54%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.2%	4.53K	832.83K	1.45K	+47.21%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.48%	10.73K	1.97M	1.58K	+17.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.71%	15.99K	2.94M	3.96K	+32.95%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	4.06K	745.94K	1.14K	+39.02%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.49%	11K	2.02M	198	+1.83%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.56%	12.49K	2.3M	8.43K	+207.26%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.19%	94.34K	17.34M	7.64K	+8.81%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	1.33K	233.43K	6	+0.45%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	1.33K	233.65K	157	+13.35%
Mar 31, 2024	FLAGSHIP PRIVATE WEALTH, LLC	0.08%	1.54K	269.87K	4	+0.26%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	1.57K	274.37K	46	+3.03%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.09%	1.68K	294.72K	-88	-4.97%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.09%	1.75K	306.63K	1.75K	+100.00%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	1.97K	345.24K	-61	-3.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	2.78K	487.38K	2.78K	+100.00%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	2.93K	468.98K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.15%	2.94K	514.56K	-6	-0.20%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.16%	3.02K	528.97K	860	+39.87%
Mar 31, 2024	CETERA ADVISORS LLC	0.17%	3.36K	588.13K	926	+38.12%
Mar 31, 2024	SAXON INTERESTS, INC.	0.21%	4.08K	715.99K	-164	-3.86%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.24%	4.58K	801.05K	2.88K	+169.25%
Mar 31, 2024	STEPHENS INC /AR/	0.28%	5.36K	939K	0	0
Mar 31, 2024	UBS GROUP AG	0.3%	6.16K	1.08M	6.16K	+100.00%
Mar 31, 2024	MARINER, LLC	0.3%	5.85K	1.03M	315	+5.69%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.31%	6.03K	1.06M	37	+0.62%
Mar 31, 2024	KEYSTONE WEALTH SERVICES, LLC	0.32%	6.18K	1.08M	-63	-1.01%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.32%	6.23K	1.09M	-130	-2.04%
Mar 31, 2024	CITADEL ADVISORS LLC	0.34%	6.97K	1.22M	6.97K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.34%	6.61K	1.16M	2.54K	+62.48%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.55%	10.66K	1.87M	268	+2.58%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.58%	12.08K	2.12M	-1.27K	-9.53%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.63%	13.17K	2.31M	2.44K	+22.74%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.77%	14.86K	2.61M	1.45K	+10.77%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.36%	7.46K	1.31M	269	+3.74%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.45%	8.69K	1.47M	-677	-7.23%
Mar 31, 2024	PENSIONMARK FINANCIAL GROUP, LLC	0.48%	9.3K	1.63M	9.3K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.5%	10.48K	1.84M	-1.47K	-12.30%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.81%	16.85K	2.95M	1.4K	+9.05%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.89%	17.3K	3.03M	17.3K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.75%	36.5K	6.4M	3.44K	+10.40%
Mar 31, 2024	MORGAN STANLEY	1.8%	37.49K	6.57M	-59	-0.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	10.62%	220.95K	38.67M	5.07K	+2.35%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0%	70	12.27K	25	+55.56%
Mar 31, 2024	JPMORGAN CHASE & CO	1.43%	29.67K	5.2M	-430	-1.43%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.53%	10.22K	1.79M	-78	-0.76%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	10.45K	1.83M	10.45K	+100.00%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	3.93%	76.37K	13.39M	4.16K	+5.75%
Mar 31, 2024	LPL FINANCIAL LLC	17.55%	365.1K	64.01M	-11.72K	-3.11%
Mar 31, 2024	MCILRATH & ECK, LLC	0%	89	15.6K	89	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	95	16.66K	0	0
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0.01%	137	23.93K	0	0
Mar 31, 2024	FMR LLC	0.01%	139	24.37K	49	+54.44%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.01%	150	26.3K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	210	36.82K	210	+100.00%
Mar 31, 2024	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.01%	19.6K	3.44M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.29%	26.92K	4.72M	16.19K	+150.90%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.33%	27.65K	4.85M	447	+1.64%
Mar 31, 2024	PRIVATE TRUST CO NA	0.02%	315	55.23K	-30	-8.70%
Mar 31, 2024	US BANCORP \DE\	0.02%	512	89.76K	0	0
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.06%	1.18K	206.63K	1.18K	+100.00%
Mar 31, 2024	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.06%	1.2K	210.23K	-109	-8.33%
Mar 31, 2024	SHOREHAVEN WEALTH PARTNERS, LLC	1.55%	30.15K	5.29M	-418	-1.37%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.19%	45.57K	7.99M	1.27K	+2.86%
Mar 31, 2024	ROGER WITTLIN INVESTMENT ADVISORY, LLC	2.2%	42.8K	7.5M	8.01K	+23.03%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	3.23%	62.63K	10.98M	62.63K	+100.00%
Mar 31, 2024	CAPITAL MARKET STRATEGIES LLC	0.06%	1.21K	212.78K	1.21K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	1.31K	228.79K	1.31K	+100.00%
Mar 31, 2024	PROSPERITY CONSULTING GROUP, LLC	0.07%	1.28K	224.62K	-232	-15.33%
Dec 31, 2023	US BANCORP \DE\	0.03%	512	82.06K	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.07%	1.33K	212.43K	1.33K	+100.00%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	3.97%	72.21K	11.57M	72.21K	+100.00%
Dec 31, 2023	LWS WEALTH ADVISORS, INC.	3.48%	63.3K	10.15M	3.88K	+6.52%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.44%	44.31K	7.1M	4.68K	+11.80%
Dec 31, 2023	MORGAN STANLEY	2.07%	37.55K	6.02M	-9.82K	-20.73%
Dec 31, 2023	ROGER WITTLIN INVESTMENT ADVISORY, LLC	1.91%	34.79K	5.58M	1.2K	+3.57%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.82%	33.06K	5.3M	91	+0.28%
Dec 31, 2023	SHOREHAVEN WEALTH PARTNERS, LLC	1.68%	30.57K	4.9M	24.11K	+373.10%
Dec 31, 2023	JPMORGAN CHASE & CO	1.66%	30.1K	4.82M	22.16K	+279.12%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.5%	27.2K	4.36M	-43.94K	-61.76%
Dec 31, 2023	LIGHTHOUSE INVESTMENT PARTNERS, LLC	1.13%	20.5K	1.07M	20.5K	+100.00%
Dec 31, 2023	ABSOLUTE CAPITAL MANAGEMENT, LLC	1.08%	19.6K	3.14M	19.6K	+100.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.85%	15.45K	2.48M	-3.68K	-19.24%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.74%	13.42K	2.15M	2.4K	+21.79%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.73%	13.35K	2.14M	2.04K	+18.06%
Dec 31, 2023	ROYAL BANK OF CANADA	0.66%	11.95K	1.92M	5.73K	+92.21%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.59%	10.73K	1.72M	-11.23K	-51.14%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.59%	10.73K	1.72M	1.25K	+13.19%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.57%	10.39K	1.67M	10.39K	+100.00%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.57%	10.29K	1.65M	-103	-0.99%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.52%	9.37K	1.5M	-5.9K	-38.63%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.48%	8.72K	1.4M	-609	-6.53%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	11.88%	215.88K	34.6M	1.66K	+0.77%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.4%	7.19K	1.15M	-10.33K	-58.97%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.35%	6.36K	1.02M	-28	-0.44%
Dec 31, 2023	KEYSTONE WEALTH SERVICES, LLC	0.34%	6.24K	999.95K	90	+1.46%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.33%	5.99K	960.7K	1.29K	+27.40%
Dec 31, 2023	MARINER, LLC	0.3%	5.53K	886.79K	5.53K	+100.00%
Dec 31, 2023	STEPHENS INC /AR/	0.29%	5.36K	858.46K	-1.22K	-18.49%
Dec 31, 2023	LPL FINANCIAL LLC	20.74%	376.82K	60.4M	141.24K	+59.95%
Dec 31, 2023	SAXON INTERESTS, INC.	0.23%	4.25K	680.87K	4.25K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.22%	4.07K	651.54K	2.14K	+110.62%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.16%	2.94K	472.86K	2.94K	+100.00%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	2.93K	468.98K	0	0
Dec 31, 2023	CETERA ADVISORS LLC	0.13%	2.43K	389.32K	2.43K	+100.00%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.12%	2.16K	345.76K	7	+0.33%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	2.13K	341.38K	-46	-2.11%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.12%	2.11K	338.19K	-18	-0.85%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	2.03K	323.13K	91	+4.69%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	1.82K	291.23K	1.82K	+100.00%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.1%	1.77K	283.66K	-704	-28.47%
Dec 31, 2023	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.07%	1.31K	209.66K	1.31K	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	1.18K	186.1K	3	+0.26%
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.01%	150	24.04K	150	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0.02%	345	55.3K	-1.05K	-75.23%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.09%	1.7K	272.64K	1.7K	+100.00%
Dec 31, 2023	FLAGSHIP PRIVATE WEALTH, LLC	0.08%	1.54K	246.08K	4	+0.26%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	1.52K	243.47K	-10	-0.65%
Dec 31, 2023	PROSPERITY CONSULTING GROUP, LLC	0.08%	1.51K	242.48K	-427	-22.01%

Frequently Asked Questions