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

Who are the major shareholders selling VictoryShares US Multi-Factor Minimum Volatility ETF stock?

TWO SIGMA INVESTMENTS, LP, in the last quarter, reduced its stake in VSMV by -31.67% restricting it's holding to 16.75 thousand shares of worth nearly $1.00M. BANK OF AMERICA CORP /DE/ also lessened -2.38% of the VSMV shares from its portfolio, reducing its holding to 26.63 thousand shares of worth $1.59M. GOLDMAN SACHS GROUP INC also shunned VSMV shares holding by -8.82% last quarter which brought its holding to 31.01 thousand shares worth $1.85M.

Investors who are buying VSMV stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in VSMV by 100% in the last quarter. The institutional holder raised its holding to 514 shares having worth more than $30.77K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 57.18% more shares of VSMV to its portfolio, raising its holding to 13.79 thousand shares of worth $824.38K. GREAT VALLEY ADVISOR GROUP, INC. also increased its VSMV shares holding by 3.64% which brought its holding to 936.54 thousand shares worth $56.00M.

VSMV's major insiders: who are they?

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

Did an insider recently sell VSMV stock?

Company executives, directors, and other insiders own N/A percent of VictoryShares US Multi-Factor Minimum Volatility ETF's stock. Within the last six months, there have been 0 transaction(s) in which VSMV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VSMV stock?

There have been 0 transaction(s) during the past 6-months in which VictoryShares US Multi-Factor Minimum Volatility ETF insiders have bought stock, totalling 0 shares

How much of VSMV does insiders own?

Around 0 VictoryShares US Multi-Factor Minimum Volatility ETF shares are held by insiders, which represents about N/A of VSMV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VSMV?

TWO SIGMA INVESTMENTS, LP is the largest institutional owner in VSMV which holds 16.75 thousand shares worth $1.00M or 0.64% of the total VSMV shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 26.63 thousand shares representing 1.02% of the VSMV ownership. GOLDMAN SACHS GROUP INC is the third largest stakeholder with 31.01 thousand shares or 1.19% of the ownership worth more than $1.85M.

Is VictoryShares US Multi-Factor Minimum Volatility 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 VSMV is concerned, it is a stock which is not optionable.

Is there a short position on VSMV's shares?

Number of VSMV 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 VSMV shares are there?

As of today, null shares of VSMV are outstanding.

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

VSMV 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 VSMV is null.

VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) 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. TWO SIGMA INVESTMENTS, LP is the top corporate investor, holding 16.75K shares valued at $1.00M. A 0.64% stake in VictoryShares US Multi-Factor Minimum Volatility ETF is owned by the company. BANK OF AMERICA CORP /DE/ owns 26.63K shares valued at $1.59M, which translates its holding of 1.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.64%	16.75K	1M	-7.77K	-31.67%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.02%	26.63K	1.59M	-648	-2.38%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.19%	31.01K	1.85M	-3K	-8.82%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.02%	514	30.77K	514	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	739	44.19K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1K	59.8K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.24%	6.36K	380.56K	-125	-1.93%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	6.43K	384.67K	-1.13K	-14.88%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.53%	13.79K	824.38K	5.02K	+57.18%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.04%	915	54.72K	0	0
Jun 30, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.65%	16.82K	1.01M	-707	-4.03%
Jun 30, 2026	TRILOGY CAPITAL INC.	0.81%	21.07K	1.26M	-2.11K	-9.11%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.21%	5.53K	330.36K	0	0
Jun 30, 2026	MORGAN STANLEY	5.63%	146.42K	8.76M	-325	-0.22%
Jun 30, 2026	TOWER WEALTH PARTNERS, INC.	12.21%	317.45K	18.98M	-4.84K	-1.50%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	12.76%	331.71K	19.84M	0	0
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	36.02%	936.54K	56M	32.93K	+3.64%
Jun 30, 2026	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-9.22K	-100.00%
Jun 30, 2026	DAKOTA WEALTH MANAGEMENT	0.36%	9.24K	552.66K	-1.44K	-13.45%
Jun 30, 2026	ROYAL BANK OF CANADA	3.69%	95.97K	5.74M	-498	-0.52%
Jun 30, 2026	LPL FINANCIAL LLC	2.55%	66.31K	3.97M	-155	-0.23%
Jun 30, 2026	LEXAURUM ADVISORS, LLC	0.25%	6.52K	389.89K	-2.31K	-26.19%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.22%	57.83K	3.46M	9.2K	+18.92%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	4.56K	272K	771	+20.37%
Jun 30, 2026	VALLEY FINANCIAL GROUP, INC.	0.15%	3.77K	225.47K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.1%	2.48K	148.46K	2.48K	+100.00%
Jun 30, 2026	FMR LLC	0.01%	203	12.16K	28	+16.00%
Jun 30, 2026	ONE DEGREE ADVISORS INC	0.31%	8.17K	483K	4	+0.05%
Jun 30, 2026	ABOUND WEALTH MANAGEMENT	0%	79	4.73K	-345	-81.37%
Jun 30, 2026	CLEAR STREET MARKETS LLC	0%	1	60	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	1.11K	66.44K	0	0
Jun 30, 2026	UBS GROUP AG	0.05%	1.17K	70.2K	1.17K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.35%	9.06K	541.65K	9.06K	+100.00%
Mar 31, 2026	CLEAR STREET MARKETS LLC	0%	1	57	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1K	56.57K	-250	-20.00%
Mar 31, 2026	TOWER WEALTH PARTNERS, INC.	12.4%	322.29K	18.23M	-95.29K	-22.82%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	34.75%	903.61K	51.11M	38.86K	+4.49%
Mar 31, 2026	ABOUND WEALTH MANAGEMENT	0.02%	424	23.99K	424	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	739	41.81K	-61	-7.63%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.04%	915	51.76K	833	+1,015.85%
Mar 31, 2026	VALLEY FINANCIAL GROUP, INC.	0.15%	3.77K	213.29K	-197	-4.96%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	8.77K	496.15K	-33.71K	-79.35%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.94%	24.52K	1.39M	-16.31K	-39.95%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.05%	27.28K	1.54M	-3.81K	-12.24%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.31%	34.01K	1.92M	-189.44K	-84.78%
Mar 31, 2026	ROYAL BANK OF CANADA	3.71%	96.47K	5.46M	-251	-0.26%
Mar 31, 2026	MORGAN STANLEY	5.64%	146.74K	8.3M	-1.05K	-0.71%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-42.24K	-100.00%
Mar 31, 2026	FMR LLC	0.01%	175	9.9K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	1.11K	62.85K	-43	-3.73%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	3.79K	214K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.21%	5.53K	312.51K	-2.8K	-33.67%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	6.49K	367.09K	125	+1.96%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	7.56K	427.55K	-204	-2.63%
Mar 31, 2026	ONE DEGREE ADVISORS INC	0.31%	8.17K	461K	-16	-0.20%
Mar 31, 2026	LEXAURUM ADVISORS, LLC	0.34%	8.83K	499.72K	8.83K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.35%	9.22K	521.66K	9.22K	+100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.41%	10.68K	604.03K	333	+3.22%
Mar 31, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.67%	17.53K	991.68K	-196	-1.11%
Mar 31, 2026	TRILOGY CAPITAL INC.	0.89%	23.18K	1.31M	-278	-1.19%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.87%	48.63K	2.75M	2.95K	+6.46%
Mar 31, 2026	LPL FINANCIAL LLC	2.56%	66.46K	3.76M	-2.94K	-4.23%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-4	-100.00%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	12.76%	331.71K	18.76M	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	800	44.22K	-151	-15.88%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1.25K	69.08K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.1%	2.92K	161.19K	226	+8.40%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	3.79K	209K	0	0
Dec 31, 2025	ONE DEGREE ADVISORS INC	0.29%	8.18K	452K	5	+0.06%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.29%	8.33K	460.33K	2.26K	+37.28%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.36%	10.35K	571.74K	10.35K	+100.00%
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.62%	17.73K	979.72K	-2.18K	-10.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.09%	31.08K	1.72M	-16.53K	-34.72%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.43%	40.83K	2.26M	28.73K	+237.45%
Dec 31, 2025	CITADEL ADVISORS LLC	1.48%	42.24K	2.33M	12.84K	+43.69%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.49%	42.48K	2.35M	10.29K	+31.96%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.6%	45.68K	2.52M	-1	0.00%
Dec 31, 2025	CLEAR STREET MARKETS LLC	0%	1	55	0	0
Dec 31, 2025	FMR LLC	0.01%	175	9.67K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	1.15K	63.78K	1.15K	+100.00%
Dec 31, 2025	VALLEY FINANCIAL GROUP, INC.	0.14%	3.97K	219.3K	130	+3.39%
Dec 31, 2025	UBS GROUP AG	0%	4	221	4	+100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	30.34%	864.75K	47.79M	274.98K	+46.62%
Dec 31, 2025	TOWER WEALTH PARTNERS, INC.	14.65%	417.58K	23.08M	1.7K	+0.41%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	7.84%	223.46K	12.35M	217.52K	+3,665.67%
Dec 31, 2025	MORGAN STANLEY	5.19%	147.79K	8.17M	-11.09K	-6.98%
Dec 31, 2025	LPL FINANCIAL LLC	2.44%	69.4K	3.84M	-11.46K	-14.17%
Dec 31, 2025	TRILOGY CAPITAL INC.	0.82%	23.45K	1.3M	-3.76K	-13.81%
Dec 31, 2025	ROYAL BANK OF CANADA	3.39%	96.72K	5.35M	-1.25K	-1.27%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	6.36K	351.72K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	7.76K	429K	-36	-0.46%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	11.64%	331.71K	18.33M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	82	4.53K	82	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.94%	45.68K	2.45M	-6.94K	-13.20%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-9.48K	-100.00%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.84%	19.9K	1.07M	-8.19K	-29.16%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	1.25K	67.07K	0	0
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.41%	9.59K	514.32K	-1.69K	-15.00%
Sep 30, 2025	ONE DEGREE ADVISORS INC	0.35%	8.18K	438K	-4.31K	-34.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	7.8K	418K	7.8K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	6.36K	341.49K	-434	-6.38%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.26%	6.07K	325.54K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	951	50.18K	-1.25K	-56.81%
Sep 30, 2025	FMR LLC	0.01%	175	9.39K	-23	-11.62%
Sep 30, 2025	CLEAR STREET MARKETS LLC	0%	1	54	1	+100.00%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	0	-	-62	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	5.93K	318.41K	-551	-8.50%
Sep 30, 2025	LEGACY SOLUTIONS, LLC	0%	0	-	-6.23K	-100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.51%	12.1K	649.28K	800	+7.08%
Sep 30, 2025	LINDENWOLD ADVISORS, INC	0.29%	6.79K	364.13K	1.53K	+29.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	3.79K	203K	3.79K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	2.69K	144.39K	-301	-10.06%
Sep 30, 2025	VALLEY FINANCIAL GROUP, INC.	0.16%	3.84K	205.94K	3.84K	+100.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	24.99%	589.77K	31.65M	153.22K	+35.10%
Sep 30, 2025	TOWER WEALTH PARTNERS, INC.	17.62%	415.88K	22.32M	2.85K	+0.69%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	14.06%	331.71K	17.8M	0	0
Sep 30, 2025	MORGAN STANLEY	6.73%	158.88K	8.53M	-2.38K	-1.48%
Sep 30, 2025	ROYAL BANK OF CANADA	4.15%	97.97K	5.26M	-2.18K	-2.17%
Sep 30, 2025	LPL FINANCIAL LLC	3.43%	80.86K	4.34M	106	+0.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.02%	47.61K	2.55M	101	+0.21%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	32.19K	1.73M	25.09K	+353.27%
Sep 30, 2025	CITADEL ADVISORS LLC	1.25%	29.4K	1.58M	2.41K	+8.93%
Sep 30, 2025	TRILOGY CAPITAL INC.	1.15%	27.21K	1.46M	-2.64K	-8.85%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.43%	52.63K	2.59M	822	+1.59%
Jun 30, 2025	LEGACY SOLUTIONS, LLC	0.29%	6.23K	307.04K	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.3%	6.49K	319.61M	289	+4.66%
Jun 30, 2025	CITADEL ADVISORS LLC	1.24%	26.99K	1.33B	-3.02K	-10.07%
Jun 30, 2025	LPL FINANCIAL LLC	3.72%	80.76K	3.98M	-8.95K	-9.97%
Jun 30, 2025	ROYAL BANK OF CANADA	4.62%	100.15K	4.94M	330	+0.33%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	15.3%	331.71K	16.35M	0	0
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.52%	11.28K	555.73K	0	0
Jun 30, 2025	QUENT CAPITAL, LLC	0%	0	-	-2.2K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-433	-100.00%
Jun 30, 2025	ONE DEGREE ADVISORS INC	0.58%	12.49K	615K	355	+2.93%
Jun 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	1.3%	28.09K	1.38M	-969	-3.33%
Jun 30, 2025	TRILOGY CAPITAL INC.	1.38%	29.85K	1.47M	-13.68K	-31.42%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.19%	47.51K	2.34M	-2.74K	-5.45%
Jun 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	62	3.06K	0	0
Jun 30, 2025	TOWER WEALTH PARTNERS, INC.	19.05%	413.03K	20.36M	8.6K	+2.13%
Jun 30, 2025	FMR LLC	0.01%	198	9.76K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.25K	61.61K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	2.99K	147.47K	2.99K	+100.00%
Jun 30, 2025	LINDENWOLD ADVISORS, INC	0.24%	5.25K	258.84K	676	+14.77%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.28%	6.07K	298.99K	0	0
Jun 30, 2025		0%	62	3.06K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	6.8K	335.04K	114	+1.71%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	7.1K	350.02K	-20.6K	-74.36%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.4%	8.63K	425.3K	29	+0.34%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.52%	11.3K	556.91K	-8K	-41.45%
Jun 30, 2025	UBS GROUP AG	0.44%	9.48K	467.02K	9.48K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	2.2K	108.51K	-7.63K	-77.61%
Jun 30, 2025	MORGAN STANLEY	7.44%	161.26K	7.95B	-108.25K	-40.17%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	20.13%	436.55K	21.52M	103.98K	+31.27%
Mar 31, 2025	LPL FINANCIAL LLC	3.99%	89.7K	4.34M	1.05K	+1.19%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-10.32K	-100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-6.67K	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-2.83K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	4.44%	99.82K	4.83M	503	+0.51%
Mar 31, 2025	MORGAN STANLEY	11.98%	269.51K	13.05M	-4.65K	-1.70%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	14.75%	331.71K	16.06M	-52.24K	-13.61%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	14.78%	332.57K	16.11M	-4.73K	-1.40%
Mar 31, 2025	QUENT CAPITAL, LLC	0.1%	2.2K	106.55K	2.2K	+100.00%
Mar 31, 2025	TOWER WEALTH PARTNERS, INC.	17.98%	404.43K	19.59M	1.14K	+0.28%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-7.36K	-100.00%
Mar 31, 2025		0%	62	3K	-9	-12.68%
Mar 31, 2025	FMR LLC	0.01%	198	9.59K	23	+13.14%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	1.25K	60.54K	0	0
Mar 31, 2025	LINDENWOLD ADVISORS, INC	0.2%	4.58K	221.62K	-872	-16.01%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.27%	6.07K	293.81K	478	+8.55%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.3%	6.68K	323.73K	-2.04K	-23.42%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.38%	8.6K	416.54K	18	+0.21%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	9.84K	476.35K	-375	-3.67%
Mar 31, 2025	ONE DEGREE ADVISORS INC	0.54%	12.14K	587K	-4.07K	-25.11%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	433	20.97K	433	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	6.2K	300.07K	-6.18K	-49.92%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.86%	19.3K	934.7K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.23%	27.7K	1.34M	7.98K	+40.44%
Mar 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	1.29%	29.06K	1.41M	492	+1.72%
Mar 31, 2025	CITADEL ADVISORS LLC	1.33%	30.01K	1.45M	30.01K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2	-100.00%
Mar 31, 2025	TRILOGY CAPITAL INC.	1.94%	43.53K	2.11M	-4.91K	-10.14%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	0.5%	11.28K	546.1K	-278	-2.41%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.23%	50.25K	2.43M	18.47K	+58.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.3%	51.8K	2.51M	7.87K	+17.91%
Mar 31, 2024	MORGAN STANLEY	7.15%	224.96K	10.18M	-20.78K	-8.45%
Mar 31, 2024	SYKON CAPITAL LLC	0%	0	-	-263.77K	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-65	-100.00%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0%	0	-	-6K	-100.00%
Mar 31, 2024	UBS GROUP AG	0%	117	5.29K	-3.59K	-96.84%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1.25K	56.55K	0	0
Mar 31, 2024	CLEAR POINT ADVISORS INC.	0.08%	2.36K	106.7M	8	+0.34%
Mar 31, 2024	LINDENWOLD ADVISORS, INC	0.18%	5.19K	234.71K	-598	-10.34%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.18%	5.76K	260.36K	5.76K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.19%	5.76K	260.36K	5.76K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.22%	6.35K	287.22K	-94	-1.46%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.23%	7.38K	333.69K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.3%	8.72K	394.31K	24	+0.28%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.33%	9.6K	434.39K	-245	-2.49%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.38%	12.05K	545.28K	-17.7K	-59.48%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.42%	13.11K	592.9K	-2.38K	-15.35%
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.49%	14.43K	652.99K	6	+0.04%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.59%	18.65K	843.71K	-2.6K	-12.24%
Mar 31, 2024	ONE DEGREE ADVISORS INC	0.6%	17.66K	799K	17	+0.10%
Mar 31, 2024	SOVEREIGN FINANCIAL GROUP, INC.	0.74%	21.82K	987.14K	9.1K	+71.53%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.95%	29.91K	1.35M	22.53K	+305.11%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.96%	30.15K	1.36M	-2.61K	-7.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.17%	36.73K	1.66M	10.82K	+41.77%
Mar 31, 2024	TRILOGY CAPITAL INC.	2.01%	59.43K	2.69M	-15.62K	-20.81%
Mar 31, 2024		0.08%	2.36K	106.7M	8	+0.34%
Mar 31, 2024	LPL FINANCIAL LLC	2.23%	70.28K	3.18M	1.65K	+2.40%
Mar 31, 2024	ROYAL BANK OF CANADA	3.12%	98.14K	4.44M	-6.23K	-5.97%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	9.92%	292.78K	13.25M	115.34K	+65.00%
Mar 31, 2024	TOWER WEALTH PARTNERS, INC.	13.43%	396.49K	17.94M	4.68K	+1.19%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	32.94%	1.04M	46.89M	-157K	-13.16%
Dec 31, 2023		0.58%	17.64K	762K	17.64K	+100.00%
Dec 31, 2023	MORGAN STANLEY	8.07%	245.74K	10.34M	-15.72K	-6.01%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	39.2%	1.19M	50.21M	0	0
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	5.83%	177.44K	7.47M	177.44K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	3.43%	104.37K	4.39M	-7.42K	-6.64%
Dec 31, 2023	TRILOGY CAPITAL INC.	2.47%	75.05K	3.16M	-8.86K	-10.56%
Dec 31, 2023	LPL FINANCIAL LLC	2.25%	68.63K	2.89M	2.66K	+4.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.08%	32.76K	1.38M	32.76K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.98%	29.75K	1.25M	17.7K	+146.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.85%	25.91K	1.09M	8.64K	+50.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.7%	21.25K	893.97K	-9.87K	-31.71%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.51%	15.48K	651.36K	-552	-3.44%
Dec 31, 2023	LEXAURUM ADVISORS, LLC	0.47%	14.43K	607.01K	11	+0.08%
Dec 31, 2023	SOVEREIGN FINANCIAL GROUP, INC.	0.42%	12.72K	535.19K	12.72K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.32%	9.85K	414.29K	2	+0.02%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.29%	8.69K	365.68K	495	+6.04%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.24%	7.38K	310.32K	-1.47K	-16.66%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.21%	6.44K	271.05K	-120	-1.83%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.2%	6K	252.43K	6K	+100.00%
Dec 31, 2023	LINDENWOLD ADVISORS, INC	0.19%	5.79K	243.42K	339	+6.22%
Dec 31, 2023	UBS GROUP AG	0.12%	3.71K	155.96K	3.51K	+1,781.73%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	65	2.74K	65	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1.25K	52.59K	0	0
Dec 31, 2023	TOWER WEALTH PARTNERS, INC.	12.87%	391.81K	16.48M	-2.06K	-0.52%

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