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

Who are the major shareholders selling Invesco Variable Rate Investment Grade ETF stock?

ARKADIOS WEALTH ADVISORS, in the last quarter, reduced its stake in VRIG by -53.8% restricting it's holding to 136.15 thousand shares of worth nearly $3.41M. JAMES INVESTMENT RESEARCH INC also lessened -0.73% of the VRIG shares from its portfolio, reducing its holding to 179.38 thousand shares of worth $4.50M. VISTA INVESTMENT MANAGEMENT also shunned VRIG shares holding by -3.48% last quarter which brought its holding to 113.73 thousand shares worth $2.85M.

Investors who are buying VRIG stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in VRIG by 20.98% in the last quarter. The institutional holder raised its holding to 6.25 million shares having worth more than $156.65M. also added 13.87% more shares of VRIG to its portfolio, raising its holding to 169.14 thousand shares of worth $4.11M. AUOUR INVESTMENTS LLC also increased its VRIG shares holding by 11.84% which brought its holding to 328.79 thousand shares worth $8.24M.

VRIG's major insiders: who are they?

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

Did an insider recently sell VRIG stock?

Company executives, directors, and other insiders own N/A percent of Invesco Variable Rate Investment Grade ETF's stock. Within the last six months, there have been 0 transaction(s) in which VRIG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VRIG stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Variable Rate Investment Grade ETF insiders have bought stock, totalling 0 shares

How much of VRIG does insiders own?

Around 0 Invesco Variable Rate Investment Grade ETF shares are held by insiders, which represents about N/A of VRIG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VRIG?

LPL FINANCIAL LLC is the largest institutional owner in VRIG which holds 6.25 million shares worth $156.65M or 10.11% of the total VRIG shares outstanding followed by ARKADIOS WEALTH ADVISORS with ownership of 136.15 thousand shares representing 0.22% of the VRIG ownership. JAMES INVESTMENT RESEARCH INC is the third largest stakeholder with 179.38 thousand shares or 0.29% of the ownership worth more than $4.50M.

Is Invesco Variable Rate Investment Grade 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 VRIG is concerned, it is a stock which is not optionable.

Is there a short position on VRIG's shares?

Number of VRIG 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 VRIG shares are there?

As of today, null shares of VRIG are outstanding.

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

VRIG 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 VRIG is null.

Invesco Variable Rate Investment Grade ETF (VRIG) 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. LPL FINANCIAL LLC is the top corporate investor, holding 6.25M shares valued at $156.65M. A 10.11% stake in Invesco Variable Rate Investment Grade ETF is owned by the company. ARKADIOS WEALTH ADVISORS owns 136.15K shares valued at $3.41M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LPL FINANCIAL LLC	10.11%	6.25M	156.65M	1.08M	+20.98%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.22%	136.15K	3.41M	-158.56K	-53.80%
Jun 30, 2026	JAMES INVESTMENT RESEARCH INC	0.29%	179.38K	4.5M	-1.31K	-0.73%
Jun 30, 2026		0.28%	169.14K	4.11M	20.6K	+13.87%
Jun 30, 2026	AUOUR INVESTMENTS LLC	0.53%	328.79K	8.24M	34.8K	+11.84%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.15%	88.7K	2.22M	2.53K	+2.93%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.15%	91.02K	2.28M	16.9K	+22.81%
Jun 30, 2026	HOLDERNESS INVESTMENTS CO	0.15%	93.38K	2.34M	3.76K	+4.19%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	93.72K	2.35M	15.27K	+19.47%
Jun 30, 2026	ADAMSBROWN WEALTH CONSULTANTS LLC	0.17%	106K	2.66M	22.12K	+26.37%
Jun 30, 2026	VISTA INVESTMENT MANAGEMENT	0.19%	113.73K	2.85M	-4.11K	-3.48%
Jun 30, 2026	INVESCO LTD.	21.85%	13.5M	338.46M	382.17K	+2.91%
Jun 30, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.29%	179.4K	4.5M	-6.99K	-3.75%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.3%	187.21K	4.69M	11.41K	+6.49%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.41%	251.01K	6.29M	86.29K	+52.39%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	400.68K	10.05M	105.28K	+35.64%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.58%	975.38K	24.45M	432.23K	+79.58%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.04%	645.23K	16.18M	35.71K	+5.86%
Jun 30, 2026	CERRO PACIFIC WEALTH ADVISORS LLC	0.77%	473.03K	11.86M	40.83K	+9.45%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	255.18K	6.4M	166.91K	+189.07%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.41%	251.29K	6.3M	104.36K	+71.03%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.37%	229.7K	5.76M	-256.04K	-52.71%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.63%	1.01M	25.22M	-441.72K	-30.51%
Jun 30, 2026	MORGAN STANLEY	5.66%	3.5M	87.71M	623.07K	+21.67%
Jun 30, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.19%	115.64K	2.9M	-6.52K	-5.34%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.23%	141.43K	3.55M	-4.12K	-2.83%
Jun 30, 2026	EAGLE HARBOR ASSET MANAGEMENT INC /ADV	0.27%	169.14K	4.11M	20.6K	+13.87%
Jun 30, 2026	THAYER FINANCIAL, L.L.C.	0.31%	191.5K	4.8M	12.48K	+6.97%
Jun 30, 2026	MAYFLOWER FINANCIAL ADVISORS, LLC	0.34%	207.55K	5.2M	33.81K	+19.46%
Jun 30, 2026	IFP ADVISORS, INC	0.39%	241.83K	6.06M	129.69K	+115.64%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.43%	266.69K	6.69M	21.96K	+8.97%
Jun 30, 2026	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.02%	628.8K	15.76M	-52.18K	-7.66%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.1%	677.39K	16.98M	301.12K	+80.03%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.36%	838.76K	21.03M	27.22K	+3.35%
Jun 30, 2026	HARFST & ASSOCIATES, INC.	1.46%	902.77K	22.63M	113.04K	+14.31%
Jun 30, 2026	FIDUCIARY PLANNING LLC	1.62%	1M	25.12M	12.09K	+1.22%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	2.88%	1.78M	44.66M	-700	-0.04%
Jun 30, 2026	ASSETMARK, INC	5.08%	3.14M	78.69M	2.98M	+1,873.80%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	473.02K	11.86M	-29.44K	-5.86%
Jun 30, 2026	KMG FIDUCIARY PARTNERS, LLC	0.34%	210.24K	5.27M	-26.56K	-11.21%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.64%	396.47K	9.94M	-32.89K	-7.66%
Jun 30, 2026	VECTORS RESEARCH MANAGEMENT, LLC	0.57%	350.54K	8.79M	5.64K	+1.64%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.55%	955.29K	23.95M	116.38K	+13.87%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.96%	592.78K	14.86M	28.53K	+5.06%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.87%	536.03K	13.44M	26.11K	+5.12%
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.79%	489.13K	12.26M	19.71K	+4.20%
Jun 30, 2026	FIRST TRUST ADVISORS LP	0.28%	172.27K	4.32M	9.67K	+5.95%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.27%	165.94K	4.16M	21.73K	+15.06%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.25%	155.79K	3.91M	3.54K	+2.32%
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.25%	154.23K	3.87M	62.87K	+68.82%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.24%	145.37K	3.64M	3.53K	+2.49%
Jun 30, 2026	JPMORGAN CHASE & CO	0.22%	135.37K	3.39M	62.04K	+84.59%
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.19%	114.05K	2.86M	-64.04K	-35.96%
Jun 30, 2026	BLUE CAPITAL, INC.	0.21%	128.37K	3.22M	-35.83K	-21.82%
Jun 30, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.2%	121.12K	3.04M	26.99K	+28.67%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.47%	292.51K	7.33M	136.47K	+87.46%
Jun 30, 2026	E6 PORTFOLIOS, LLC	0.46%	282.79K	7.09M	48.15K	+20.52%
Jun 30, 2026	COURIER CAPITAL LLC	0.43%	268.61K	6.73M	-13K	-4.62%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.21%	130.51K	3.27M	130.51K	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.15%	89.2K	2.23M	-5.37K	-5.68%
Mar 31, 2026	HOLDERNESS INVESTMENTS CO	0.15%	89.62K	2.24M	818	+0.92%
Mar 31, 2026	WORTH ASSET MANAGEMENT, LLC	0.15%	91.36K	2.29M	34.51K	+60.70%
Mar 31, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.16%	94.13K	2.36M	-11.67K	-11.03%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.18%	109.01K	2.73M	90.92K	+502.57%
Mar 31, 2026	IFP ADVISORS, INC	0.19%	112.15K	2.81M	4.08K	+3.77%
Mar 31, 2026	SYNERGY ASSET MANAGEMENT, LLC	0.19%	114.88K	2.88M	114.88K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.35%	1.45M	36.25M	362.68K	+33.42%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	2.89%	1.78M	44.61M	789.61K	+79.57%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.25%	152.26K	3.81M	-8.57K	-5.33%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.25%	156.04K	3.91M	6.67K	+4.47%
Mar 31, 2026	ASSETMARK, INC	0.26%	159.02K	3.98M	-5.12K	-3.12%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.26%	162.59K	4.07M	16.29K	+11.13%
Mar 31, 2026	BLUE CAPITAL, INC.	0.27%	164.2K	4.11M	40.59K	+32.84%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.27%	164.72K	4.12M	83.68K	+103.27%
Mar 31, 2026	CERRO PACIFIC WEALTH ADVISORS LLC	0.7%	432.2K	10.82M	59.63K	+16.01%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	0.76%	469.43K	11.75M	-4.72K	-1.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.79%	485.74K	12.16M	273.69K	+129.07%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	502.46K	12.58M	104.26K	+26.18%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.83%	509.92K	12.77M	-2.41K	-0.47%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.88%	543.15K	13.6M	108.22K	+24.88%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.91%	564.24K	14.13M	145.9K	+34.88%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.99%	609.52K	15.3M	8.59K	+1.43%
Mar 31, 2026	VISTA INVESTMENT MANAGEMENT	0.19%	117.83K	2.95M	-13.4K	-10.21%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.2%	122.17K	3.06M	-808	-0.66%
Mar 31, 2026	LEO WEALTH, LLC	0.21%	131.44K	3.11M	131.44K	+100.00%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.23%	141.84K	3.56M	0	0
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.27%	165.45K	4.14M	106.21K	+179.32%
Mar 31, 2026	MAYFLOWER FINANCIAL ADVISORS, LLC	0.28%	173.74K	4.35M	114.72K	+194.39%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.28%	175.8K	4.4M	2.12K	+1.22%
Mar 31, 2026	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.1%	680.97K	17.05M	-15.88K	-2.28%
Mar 31, 2026	HARFST & ASSOCIATES, INC.	1.28%	789.73K	19.77M	445.63K	+129.51%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.32%	811.54K	20.32M	-30.82K	-3.66%
Mar 31, 2026	MORGAN STANLEY	4.66%	2.88M	71.99M	628.87K	+27.99%
Mar 31, 2026	LPL FINANCIAL LLC	8.37%	5.16M	129.3M	-483.54K	-8.56%
Mar 31, 2026	KMG FIDUCIARY PARTNERS, LLC	0.38%	236.8K	5.93M	5.28K	+2.28%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.4%	244.73K	6.13M	-70.96K	-22.48%
Mar 31, 2026	COURIER CAPITAL LLC	0.46%	281.6K	7.05M	-2.41K	-0.85%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.23%	144.21K	3.61M	-6.93K	-4.58%
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.24%	145.55K	3.64M	1.98K	+1.38%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.24%	146.93K	3.68M	124.18K	+546.02%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.29%	178.08K	4.46M	-4.94K	-2.70%
Mar 31, 2026		0.25%	148.54K	3.56M	26.8K	+22.02%
Mar 31, 2026	JAMES INVESTMENT RESEARCH INC	0.29%	180.69K	4.52M	-9.64K	-5.07%
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.3%	186.38K	4.67M	814	+0.44%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.47%	290.84K	7.28M	-107.77K	-27.04%
Mar 31, 2026	AUOUR INVESTMENTS LLC	0.48%	293.99K	7.36M	293.99K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	295.4K	7.4M	-12.31K	-4.00%
Mar 31, 2026	VECTORS RESEARCH MANAGEMENT, LLC	0.56%	344.9K	8.63M	2.39K	+0.70%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.61%	376.27K	9.42M	101.08K	+36.73%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.7%	429.36K	10.75M	32.85K	+8.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.36%	838.91K	21M	227.5K	+37.21%
Mar 31, 2026	INVESCO LTD.	21.27%	13.12M	328.42M	-219.82K	-1.65%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.48%	294.7K	7.38M	194.36K	+193.69%
Mar 31, 2026	FIDUCIARY PLANNING LLC	1.6%	989.79K	24.78M	11.85K	+1.21%
Dec 31, 2025	ORG PARTNERS LLC	0.24%	129.26K	3.25M	14.46K	+12.60%
Dec 31, 2025	LAFFER TENGLER INVESTMENTS	0.24%	131.34K	3.3M	-58.03K	-30.64%
Dec 31, 2025		0.26%	137.8K	3.46M	137.8K	+100.00%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.27%	143.57K	3.6M	1.09K	+0.77%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.3%	160.83K	4.04M	-83.6K	-34.20%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.11%	58.19K	1.46B	874	+1.52%
Dec 31, 2025	MAYFLOWER FINANCIAL ADVISORS, LLC	0.11%	59.02K	1.48M	59.02K	+100.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.11%	59.23K	1.49M	16.5K	+38.60%
Dec 31, 2025	SUNFLOWER BANK, N.A.	0.14%	74.28K	1.86M	-477.23K	-86.53%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.14%	75.68K	1.9M	66.05K	+685.34%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	75.32K	1.89M	2.12K	+2.89%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.16%	85.76K	2.15M	-477	-0.55%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.02%	1.09M	27.24M	58.02K	+5.65%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	94.57K	2.37M	14.19K	+17.65%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.21%	115.08K	2.89M	6.28K	+5.77%
Dec 31, 2025	BLUE CAPITAL, INC.	0.23%	123.61K	3.1M	3.34K	+2.78%
Dec 31, 2025	VISTA INVESTMENT MANAGEMENT	0.24%	131.24K	3.29M	12.82K	+10.83%
Dec 31, 2025	ASSETMARK, INC	0.3%	164.14K	4.12M	-16.62K	-9.19%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.58%	315.69K	7.92M	-7.8K	-2.41%
Dec 31, 2025	VECTORS RESEARCH MANAGEMENT, LLC	0.63%	342.51K	8.6M	27.15K	+8.61%
Dec 31, 2025	HARFST & ASSOCIATES, INC.	0.64%	344.1K	8.64M	200.85K	+140.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.74%	398.62K	10.01M	64.31K	+19.24%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.88%	474.14K	11.9M	16.35K	+3.57%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.95%	512.33K	12.86M	31.87K	+6.63%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	1.12%	600.93K	15.08M	-44.57K	-6.91%
Dec 31, 2025	INVESCO LTD.	24.77%	13.34M	334.79M	2.79M	+26.45%
Dec 31, 2025	HOLDERNESS INVESTMENTS CO	0.16%	88.81K	2.23M	1.01K	+1.15%
Dec 31, 2025	LPL FINANCIAL LLC	10.49%	5.65M	141.78M	-128.36K	-2.22%
Dec 31, 2025	MORGAN STANLEY	4.17%	2.25M	56.39M	205.03K	+10.04%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.84%	992.34K	24.91M	-195	-0.02%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.28%	151.14K	3.79M	2.39K	+1.60%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	49.23K	1.24M	-743	-1.49%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.09%	47.64K	1.2M	-344	-0.72%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.14%	611.42K	15.35M	104.78K	+20.68%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.81%	434.93K	10.92M	-173.11K	-28.47%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.78%	418.34K	10.5M	59.56K	+16.60%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.2%	105.8K	2.66M	15.66K	+17.37%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.19%	100.34K	2.52M	84.25K	+523.56%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.16%	87.96K	2.21M	16.36K	+22.85%
Dec 31, 2025	COURIER CAPITAL LLC	0.52%	284.01K	7.13M	11.63K	+4.27%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	307.71K	7.72M	-85.37K	-21.72%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.39%	212.05K	5.32M	49.29K	+30.28%
Dec 31, 2025	JAMES INVESTMENT RESEARCH INC	0.35%	190.34K	4.78M	-3.4K	-1.76%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	173.69K	4.36M	24.89K	+16.72%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	149.37K	3.75M	3.86K	+2.65%
Dec 31, 2025	ROYAL BANK OF CANADA	0.16%	86.93K	2.18M	-9.97K	-10.28%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.15%	81.04K	2.03M	-57.23K	-41.39%
Dec 31, 2025	WORTH ASSET MANAGEMENT, LLC	0.1%	56.85K	1.43M	56.85K	+100.00%
Dec 31, 2025	VERDENCE CAPITAL ADVISORS LLC	0.1%	56.78K	1.43M	-40.99K	-41.93%
Dec 31, 2025	REDWOOD FINANCIAL NETWORK CORP	0.1%	56.36K	1.41M	11.95K	+26.90%
Dec 31, 2025	COTTAGE STREET ADVISORS LLC	0.1%	55.49K	1.39M	6	+0.01%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	52.15K	1.31M	6.64K	+14.60%
Dec 31, 2025	BETTERMENT LLC	0.09%	50.34K	1.26M	431	+0.86%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	398.2K	9.99M	49.9K	+14.33%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.14%	72.69K	1.82M	22.05K	+43.54%
Dec 31, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.23%	122.97K	3.09M	897	+0.73%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.27%	146.3K	3.67M	7.13K	+5.13%
Dec 31, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.69%	372.57K	9.35M	15.46K	+4.33%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.73%	396.52K	9.95M	82.17K	+26.14%
Dec 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.29%	696.85K	17.49M	21.02K	+3.11%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.56%	842.36K	21.14M	40.95K	+5.11%
Dec 31, 2025	FIDUCIARY PLANNING LLC	1.8%	977.94K	24.55M	13.82K	+1.43%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.34%	183.03K	4.59M	-22.9K	-11.12%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	275.19K	6.91M	-322.45K	-53.95%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.26%	141.84K	3.56M	141.84K	+100.00%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.34%	185.57K	4.66M	-5.58K	-2.92%
Dec 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.43%	231.52K	5.81M	57.14K	+32.77%
Dec 31, 2025	IFP ADVISORS, INC	0.2%	108.07K	2.71M	11.23K	+11.59%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	506.64K	12.72M	120.93K	+31.35%
Sep 30, 2025	FIDUCIARY PLANNING LLC	1.89%	964.12K	24.2M	-5.78K	-0.60%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	145.52K	3.65M	89.04K	+157.65%
Sep 30, 2025	INVESCO LTD.	20.62%	10.55M	264.76M	144	0.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.01%	1.03M	25.77M	-598.23K	-36.81%
Sep 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.32%	675.83K	16.96M	21.65K	+3.31%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	393.08K	9.87M	9.95K	+2.60%
Sep 30, 2025	VECTORS RESEARCH MANAGEMENT, LLC	0.62%	315.36K	7.92M	-2.33K	-0.73%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0.37%	189.37K	4.75M	102.63K	+118.31%
Sep 30, 2025	ASSETMARK, INC	0.35%	180.76K	4.54M	-7.9K	-4.19%
Sep 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.34%	174.38K	4.38M	2.66K	+1.55%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	148.8K	3.73M	-629	-0.42%
Sep 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.29%	147.87K	3.71M	3.62K	+2.51%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.32%	162.76K	4.09M	-45.62K	-21.89%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.7%	358.78K	9.01M	1.76K	+0.49%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.18%	90.14K	2.26M	30.9K	+52.17%
Sep 30, 2025	LPL FINANCIAL LLC	11.3%	5.78M	145M	499.73K	+9.47%
Sep 30, 2025	MORGAN STANLEY	3.99%	2.04M	51.24M	-239.18K	-10.49%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	2.1%	1.07M	26.96M	520.35K	+93.97%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.94%	480.46K	12.06M	461.72K	+2,463.57%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.65%	334.31K	8.39M	13.88K	+4.33%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.63%	323.48K	8.12M	-12.75K	-3.79%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.61%	314.35K	7.89M	20.23K	+6.88%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.38%	193.74K	4.86M	-6.27K	-3.14%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.94%	992.53K	24.91M	12.73K	+1.30%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.57%	801.41K	20.12M	34.75K	+4.53%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.26%	645.51K	16.2M	-40.26K	-5.87%
Sep 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.7%	357.11K	8.96M	23.53K	+7.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	348.3K	8.74M	89.33K	+34.49%
Sep 30, 2025	COURIER CAPITAL LLC	0.53%	272.38K	6.84M	-5.01K	-1.81%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.48%	244.43K	6.14M	131.49K	+116.43%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.4%	205.93K	5.17M	-89.89K	-30.39%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.37%	191.15K	4.8M	-7.17K	-3.62%
Sep 30, 2025	BISON WEALTH, LLC	0.29%	150.8K	3.79M	-7.91K	-4.98%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.29%	148.75K	3.73M	-4.68K	-3.05%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	597.64K	15M	-2.92K	-0.49%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.19%	608.04K	15.26M	31.42K	+5.45%
Sep 30, 2025	HOLDERNESS INVESTMENTS CO	0.17%	87.8K	2.2M	2.7K	+3.17%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.17%	86.24K	2.16M	86.24K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.16%	83.88K	2.11M	-15.5K	-15.60%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.16%	80.38K	2.02M	-8.04K	-9.09%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	71.61K	1.8M	4.36K	+6.48%
Sep 30, 2025	COTTAGE STREET ADVISORS LLC	0.11%	55.48K	1.39M	10.01K	+22.00%
Sep 30, 2025	HERITAGE FAMILY OFFICES, LLP	0.1%	51.76K	1.3M	7.26K	+16.32%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.1%	50.64K	1.27M	1.14K	+2.31%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	49.97K	1.25M	4.4K	+9.64%
Sep 30, 2025	BETTERMENT LLC	0.1%	49.91K	1.25M	3.56K	+7.68%
Sep 30, 2025	SUNFLOWER BANK, N.A.	1.08%	551.51K	13.84M	-1.25K	-0.23%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.9%	457.8K	11.49M	37.76K	+8.99%
Sep 30, 2025	HARFST & ASSOCIATES, INC.	0.28%	143.25K	3.6M	143.25K	+100.00%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.28%	142.48K	3.58M	1.51K	+1.07%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.27%	139.17K	3.49M	21.32K	+18.09%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	138.27K	3.47M	79.49K	+135.24%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.24%	122.08K	3.06M	-341.02K	-73.64%
Sep 30, 2025	BLUE CAPITAL, INC.	0.24%	120.27K	3.02M	3K	+2.56%
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.23%	118.41K	2.97M	5.54K	+4.91%
Sep 30, 2025	ORG PARTNERS LLC	0.22%	114.8K	2.88M	11.47K	+11.10%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.21%	108.8K	2.73M	9.07K	+9.10%
Sep 30, 2025	VERDENCE CAPITAL ADVISORS LLC	0.19%	97.76K	2.45M	97.76K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.19%	96.9K	2.43M	-11.33K	-10.46%
Sep 30, 2025	IFP ADVISORS, INC	0.19%	96.84K	2.43M	43.03K	+79.96%
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.29%	140.97K	3.53M	10.84K	+8.33%
Jun 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.95%	463.09K	11.62M	19.17K	+4.32%
Jun 30, 2025	BISON WEALTH, LLC	0.33%	158.71K	3.98M	24.03K	+17.84%
Jun 30, 2025	UNITING WEALTH PARTNERS, LLC	0.24%	118.76K	2.97M	5.07K	+4.46%
Jun 30, 2025	BLUE CAPITAL, INC.	0.24%	117.27K	2.94M	117.27K	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.24%	117.86K	2.95M	5.35K	+4.76%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.27%	132.58K	3.32M	3.14K	+2.42%
Jun 30, 2025	MORGAN STANLEY	4.69%	2.28M	57.13B	-731.43K	-24.28%
Jun 30, 2025	HOLDERNESS INVESTMENTS CO	0.18%	85.1K	2.13M	6.86K	+8.76%
Jun 30, 2025	KMG FIDUCIARY PARTNERS, LLC	0.35%	171.72K	4.3M	9.99K	+6.18%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.21%	99.72K	2.5M	6.03K	+6.44%
Jun 30, 2025	ORG PARTNERS LLC	0.21%	103.33K	2.59M	6.88K	+7.13%
Jun 30, 2025	ROYAL BANK OF CANADA	0.22%	108.22K	2.71M	32.84K	+43.56%
Jun 30, 2025	VISTA INVESTMENT MANAGEMENT	0.23%	112.87K	2.83M	6.97K	+6.58%
Jun 30, 2025	ASSETMARK, INC	0.39%	188.65K	4.73M	-3.34M	-94.65%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.41%	198.32K	4.97M	-2.78K	-1.38%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.41%	200.01K	5.01M	-12.01K	-5.66%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.43%	208.38K	5.22M	186.59K	+856.34%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	258.97K	6.49M	80.94K	+45.46%
Jun 30, 2025	COURIER CAPITAL LLC	0.57%	277.39K	6.95M	47.35K	+20.58%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.61%	294.12K	7.37M	12.87K	+4.57%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.61%	295.82K	7.41M	-93.24K	-23.97%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.23%	112.94K	2.83M	3.13K	+2.85%
Jun 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.3%	144.25K	3.61M	-69.47K	-32.50%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	149.43K	3.74M	-100.75K	-40.27%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.32%	153.43K	3.84M	-400	-0.26%
Jun 30, 2025		0.24%	117.27K	2.94M	117.27K	+100.00%
Jun 30, 2025	VECTORS RESEARCH MANAGEMENT, LLC	0.65%	317.68K	7.96M	65.02K	+25.74%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.66%	320.43K	8.03M	-18.8K	-5.54%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.24%	600.56K	15.04M	-17.61K	-2.85%
Jun 30, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.35%	654.18K	16.39M	-55.77K	-7.86%
Jun 30, 2025	LPL FINANCIAL LLC	10.86%	5.28M	132.19M	1.14M	+27.49%
Jun 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.69%	333.58K	8.36M	72.83K	+27.93%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.69%	336.23K	8.42M	-95.49K	-22.12%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.73%	357.02K	8.94M	-121.45K	-25.38%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	383.13K	9.6M	-119	-0.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	385.71K	9.66M	80.28K	+26.28%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.86%	420.04K	10.52M	48.45K	+13.04%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.14%	553.73K	13.87M	-2.77K	-0.50%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.19%	576.62K	14.44M	6.94K	+1.22%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.58%	766.66K	19.2M	-14.68K	-1.88%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	2.02%	979.8K	24.54M	21.92K	+2.29%
Jun 30, 2025	INVESCO LTD.	21.71%	10.55M	264.23M	-1.92M	-15.43%
Jun 30, 2025	SUNFLOWER BANK, N.A.	1.14%	552.76K	13.85M	17.62K	+3.29%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.35%	1.63M	40.73M	608.43K	+59.83%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.1%	46.63K	1.17M	-1.61K	-3.34%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.1%	47.47K	1.19M	-3.59K	-7.04%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	48.95K	1.23M	31.43K	+179.48%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.1%	49.5K	1.24M	27.54K	+125.45%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	49.86K	1.25M	-270	-0.54%
Jun 30, 2025	PINE HARBOR WEALTH MANAGEMENT, LLC	0.11%	51.3K	1.29M	-2.17K	-4.07%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	56.48K	1.41M	10.43K	+22.65%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.12%	59.24K	1.48M	13.99K	+30.92%
Jun 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.13%	63.27K	1.58M	38.22K	+152.56%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.14%	67.25K	1.68M	39.67K	+143.82%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.41%	685.77K	17.18M	6.55K	+0.96%
Jun 30, 2025	FIDUCIARY PLANNING LLC	2%	969.9K	24.3M	-111.02K	-10.27%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	68.76K	1.72M	6.94K	+11.23%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0.18%	86.74K	2.17M	-22.14K	-20.33%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	88.42K	2.21M	-26.85K	-23.30%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.2%	99.39K	2.49M	-26.83K	-21.26%
Mar 31, 2025	VISTA INVESTMENT MANAGEMENT	0.21%	105.9K	2.66M	-8.05K	-7.06%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.3%	153.83K	3.86M	-34	-0.02%
Mar 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.55%	281.25K	7.05M	251.36K	+841.07%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.94%	478.47K	12M	41.73K	+9.55%
Mar 31, 2025	ORG PARTNERS LLC	0.19%	96.45K	2.41M	96.45K	+100.00%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.97%	492.38K	13.96M	492.38K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.12%	569.68K	14.29M	248.42K	+77.33%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.33%	679.22K	17.03M	85.12K	+14.33%
Mar 31, 2025	FIDUCIARY PLANNING LLC	2.12%	1.08M	27.11M	31.52K	+3.00%
Mar 31, 2025	MORGAN STANLEY	5.91%	3.01M	75.54M	992.91K	+49.17%
Mar 31, 2025	ASSETMARK, INC	6.93%	3.53M	88.48M	3.23M	+1,067.07%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	305.43K	7.66M	85.44K	+38.84%
Mar 31, 2025	SUNFLOWER BANK, N.A.	1.05%	535.14K	13.42M	6.47K	+1.22%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.17%	86.69K	2.17M	5.65K	+6.97%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.18%	93.69K	2.35M	1.55K	+1.69%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.67%	339.23K	8.51M	16.37K	+5.07%
Mar 31, 2025	CALTON & ASSOCIATES, INC.	0.73%	371.59K	9.32M	351.6K	+1,758.41%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	383.25K	9.61M	103.77K	+37.13%
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.76%	389.06K	9.77M	-74	-0.02%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.85%	431.71K	10.83M	6.94K	+1.63%
Mar 31, 2025	LPL FINANCIAL LLC	8.13%	4.14M	103.81M	851.02K	+25.88%
Mar 31, 2025	INVESCO LTD.	24.48%	12.47M	312.79M	-187.83K	-1.48%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.23%	115.27K	2.89M	115.27K	+100.00%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.25%	126.22K	3.15M	87.14K	+223.01%
Mar 31, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.42%	213.72K	5.36M	16.43K	+8.33%
Mar 31, 2025	CITADEL ADVISORS LLC	0.18%	94.17K	2.36M	94.17K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.5%	252.21K	6.33M	-5.01K	-1.95%
Mar 31, 2025	VECTORS RESEARCH MANAGEMENT, LLC	0.5%	252.66K	6.34M	-338.07K	-57.23%
Mar 31, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.51%	260.75K	6.55M	25.24K	+10.72%
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.22%	114.14K	2.86M	178	+0.16%
Mar 31, 2025		0.22%	113.69K	2.85M	-2.78K	-2.39%
Mar 31, 2025	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.39%	709.95K	17.81M	84.91K	+13.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.21%	618.17K	15.5M	123.33K	+24.92%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.22%	112.5K	2.82M	14.12K	+14.35%
Mar 31, 2025	LAFFER TENGLER INVESTMENTS	0.21%	108.88K	2.73M	45.37K	+71.44%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.22%	109.81K	2.75M	2.51K	+2.34%
Mar 31, 2025	KMG FIDUCIARY PARTNERS, LLC	0.32%	161.73K	4.06M	32.61K	+25.25%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	178.04K	4.47M	16.02K	+9.89%
Mar 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.39%	201.1K	5.04M	14.1K	+7.54%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	1.52%	776.47K	19.47M	-71.52K	-8.43%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.53%	781.34K	19.6M	255.31K	+48.54%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.88%	957.88K	24.02M	564.13K	+143.27%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2%	1.02M	25.5M	-233.43K	-18.67%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.49%	250.18K	6.27M	19.31K	+8.36%
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.42%	212.01K	5.32M	-3.91K	-1.81%
Mar 31, 2025	COURIER CAPITAL LLC	0.45%	230.04K	5.77M	-248.75K	-51.95%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.25%	129.44K	3.25M	11.2K	+9.48%
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.26%	130.13K	3.26M	11.41K	+9.61%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.84%	298.62K	7.49M	-40.24K	-11.88%
Mar 31, 2024	COURIER CAPITAL LLC	1.9%	677.77K	17.01M	-3.79K	-0.56%
Mar 31, 2024	FIDUCIARY PLANNING LLC	2.66%	949.57K	23.82M	21.21K	+2.28%
Mar 31, 2024	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.7%	965.63K	24.23M	1.29K	+0.13%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	4.08%	1.34M	33.7M	-188.52K	-12.31%
Mar 31, 2024	LPL FINANCIAL LLC	6.7%	2.2M	55.28M	493.84K	+28.89%
Mar 31, 2024	INVESCO LTD.	22.23%	7.31M	183.45M	293.64K	+4.18%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.21%	76.13K	1.91M	-13K	-14.58%
Mar 31, 2024	SIGMA PLANNING CORP	0.23%	80.52K	2.02M	49.6K	+160.40%
Mar 31, 2024	ARETE WEALTH ADVISORS, LLC	0.23%	80.73K	2.03M	-1.78K	-2.15%
Mar 31, 2024	FIDUCIARY ALLIANCE LLC	0.23%	82.6K	2.07M	10.71K	+14.90%
Mar 31, 2024	PINE HARBOR WEALTH MANAGEMENT, LLC	0.24%	84.11K	2.11M	60.14K	+250.91%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	81.1K	2.03M	-20.29K	-20.01%
Mar 31, 2024	CETERA ADVISORS LLC	0.25%	90.45K	2.27M	90.45K	+100.00%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.26%	92.93K	2.33M	92.93K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.27%	88.05K	2.21M	68.34K	+346.89%
Mar 31, 2024	BEAUMONT CAPITAL MANAGEMENT, LLC	0.28%	101.48K	2.55M	-20.84K	-17.04%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.29%	101.95K	2.56M	1.89K	+1.89%
Mar 31, 2024	FOUNDERS FINANCIAL SECURITIES LLC	0.29%	103.96K	2.61M	103.96K	+100.00%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.29%	95.86K	2.41M	6.3K	+7.03%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.31%	110.38K	2.77M	-9.7K	-8.08%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.31%	102.7K	2.58M	1.5K	+1.48%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	106.9K	2.68M	106.9K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.33%	109.45K	2.75M	93.7K	+594.90%
Mar 31, 2024	WAGNER WEALTH MANAGEMENT, LLC	0.36%	128.99K	3.24M	128.99K	+100.00%
Mar 31, 2024	KMG FIDUCIARY PARTNERS, LLC	0.37%	130.84K	3.28M	28.63K	+28.01%
Mar 31, 2024	MILESTONE INVESTMENT ADVISORS LLC	0.37%	131.04K	3.29M	-1.7K	-1.28%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.38%	137.07K	3.44M	137.07K	+100.00%
Mar 31, 2024	WJ WEALTH MANAGEMENT, LLC	0.39%	139.62K	3.5M	-8.27K	-5.59%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.46%	152.19K	3.82M	40.49K	+36.25%
Mar 31, 2024	VISTA INVESTMENT MANAGEMENT	0.48%	171.89K	4.31M	19.16K	+12.54%
Mar 31, 2024	ASSETMARK, INC	0.52%	185.55K	4.66M	-1.72M	-90.25%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.61%	200.02K	5.02M	44.34K	+28.48%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.62%	204.18K	5.12M	26.23K	+14.74%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.65%	232.17K	5.83M	159.61K	+219.96%
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.65%	233.33K	5.85M	11.79K	+5.32%
Mar 31, 2024	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.67%	238.86K	5.99M	57.34K	+31.59%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.77%	276.53K	6.94M	-4.82K	-1.71%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.19%	392.92K	9.86M	2.71K	+0.69%
Mar 31, 2024	CHERRY CREEK INVESTMENT ADVISORS, INC.	1.29%	460.29K	11.55M	460.29K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.41%	462.38K	11.6M	-21.15K	-4.37%
Mar 31, 2024	SUNFLOWER BANK, N.A.	1.48%	530K	13.3M	-6.47K	-1.21%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.63%	537.28K	13.48M	2.52K	+0.47%
Mar 31, 2024	VECTORS RESEARCH MANAGEMENT, LLC	1.85%	662.27K	16.62M	406.32K	+158.75%
Mar 31, 2024	MORGAN STANLEY	5.81%	1.91M	47.93M	-17.1K	-0.89%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.1%	31.87K	799.49K	0	0
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.1%	33.36K	836.89K	6.74K	+25.32%
Mar 31, 2024	COTTAGE STREET ADVISORS LLC	0.11%	35.44K	889.24K	-993	-2.73%
Mar 31, 2024	TAP CONSULTING, LLC	0.12%	40.86K	1.03M	-2.1K	-4.88%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.16%	53.31K	1.34M	-4.96K	-8.51%
Mar 31, 2024	HOLDERNESS INVESTMENTS CO	0.17%	54.9K	1.38M	121	+0.22%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	63.24K	1.59M	63.24K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.39%	139.63K	3.5M	-94.79K	-40.44%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.43%	153.96K	3.86M	-156	-0.10%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.89%	318.57K	7.99M	-81.88K	-20.45%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	1.13%	404.92K	10.16M	171.33K	+73.35%
Mar 31, 2024	LUNT CAPITAL MANAGEMENT, INC.	1.16%	413.06K	10.36M	302.47K	+273.50%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	0.37%	122.33K	3.06M	122.33K	+100.00%
Dec 31, 2023	TAP CONSULTING, LLC	0.13%	42.95K	1.07M	521	+1.23%
Dec 31, 2023	IFG ADVISORY, LLC	0.15%	48.54K	1.21M	48.54K	+100.00%
Dec 31, 2023	MORGAN STANLEY	5.81%	1.93M	48.16M	10.01K	+0.52%
Dec 31, 2023	ASSETMARK, INC	5.74%	1.9M	47.57M	1.9M	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	5.15%	1.71M	42.72M	298.8K	+21.18%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	4.61%	1.53M	38.27M	411.66K	+36.76%
Dec 31, 2023	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.91%	964.35K	24.1M	-1.64M	-63.02%
Dec 31, 2023	FIDUCIARY PLANNING LLC	2.8%	928.36K	23.2M	659.51K	+245.30%
Dec 31, 2023	COURIER CAPITAL LLC	2.05%	681.56K	17.03M	-49.26K	-6.74%
Dec 31, 2023	SUNFLOWER BANK, N.A.	1.62%	536.47K	13.41M	920	+0.17%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.61%	534.76K	13.36M	23.27K	+4.55%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.46%	483.52K	12.08M	-103.61K	-17.65%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.21%	400.45K	10.01M	46.4K	+13.11%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.18%	390.21K	9.75M	37.42K	+10.61%
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	1.02%	338.86K	8.47M	-27.43K	-7.49%
Dec 31, 2023	HOLDERNESS INVESTMENTS CO	0.17%	54.78K	1.37M	-905	-1.63%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.85%	281.36K	7.03M	-25.74K	-8.38%
Dec 31, 2023	VECTORS RESEARCH MANAGEMENT, LLC	0.77%	255.95K	14.93M	-516.37K	-66.86%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.71%	234.42K	5.86M	215.73K	+1,154.19%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.7%	233.59K	5.84M	88.98K	+61.53%
Dec 31, 2023	JAMES INVESTMENT RESEARCH INC	0.67%	221.54K	5.54M	11.69K	+5.57%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.6%	197.71K	4.94M	32.1K	+19.39%
Dec 31, 2023		0.33%	110.59K	2.76M	110.59K	+100.00%
Dec 31, 2023	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.55%	181.52K	4.54M	34.14K	+23.16%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	177.96K	4.45M	-30.57K	-14.66%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.47%	155.68K	3.89M	17.21K	+12.43%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.46%	154.25K	3.85M	154.25K	+100.00%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.46%	154.12K	3.85M	-932	-0.60%
Dec 31, 2023	VISTA INVESTMENT MANAGEMENT	0.46%	152.73K	3.82M	16.68K	+12.26%
Dec 31, 2023	WJ WEALTH MANAGEMENT, LLC	0.45%	147.89K	3.7M	-199	-0.13%
Dec 31, 2023	MILESTONE INVESTMENT ADVISORS LLC	0.4%	132.74K	3.32M	-94.99K	-41.71%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.18%	58.27K	1.45M	-3.77K	-6.08%
Dec 31, 2023	LAFFER TENGLER INVESTMENTS	0.21%	70.63K	1.76M	-2.8K	-3.81%
Dec 31, 2023	FIDUCIARY ALLIANCE LLC	0.22%	71.89K	1.8M	26.45K	+58.22%
Dec 31, 2023	INVESCO LTD.	21.15%	7.02M	175.38M	-195.33K	-2.71%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.22%	72.56K	1.81M	-9.14K	-11.19%
Dec 31, 2023	ROYAL BANK OF CANADA	0.23%	75.14K	1.88M	-4.68K	-5.87%
Dec 31, 2023	GUARDIAN WEALTH ADVISORS, LLC / NC	0.23%	76.04K	1.9M	4.08K	+5.67%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.25%	82.51K	2.06M	82.51K	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.26%	86.68K	2.17M	-29.17K	-25.18%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.27%	89.13K	2.23M	-367	-0.41%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.27%	89.56K	2.24B	-11.74K	-11.59%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.3%	100.06K	2.5M	1.03K	+1.04%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.3%	101.2K	2.53M	16.3K	+19.20%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.31%	101.38K	2.53M	9.36K	+10.17%
Dec 31, 2023	KMG FIDUCIARY PARTNERS, LLC	0.31%	102.21K	2.55M	-54	-0.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	111.7K	2.79M	-102.67K	-47.89%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.36%	120.08K	3M	120.08K	+100.00%

Frequently Asked Questions