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

Who are the major shareholders selling BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock?

FINANCIAL GUIDANCE GROUP, INC., in the last quarter, reduced its stake in XFIV by -12.57% restricting it's holding to 66.88 thousand shares of worth nearly $3.26M. INSPIRE ADVISORS, LLC also lessened -4.64% of the XFIV shares from its portfolio, reducing its holding to 53.21 thousand shares of worth $2.59M. WELLS FARGO & COMPANY/MN also shunned XFIV shares holding by -4.32% last quarter which brought its holding to 929.87 thousand shares worth $45.27M.

Investors who are buying XFIV stock?

As per its latest 13F filing, WESPAC ADVISORS SOCAL, LLC increased its stake in XFIV by 8.98% in the last quarter. The institutional holder raised its holding to 75.63 thousand shares having worth more than $3.68M. NEMES RUSH GROUP LLC also added 17.35% more shares of XFIV to its portfolio, raising its holding to 413.14 thousand shares of worth $20.11M. ROGCO, LP also increased its XFIV shares holding by 100% which brought its holding to 444 shares worth $21.61K.

XFIV's major insiders: who are they?

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

Did an insider recently sell XFIV stock?

Company executives, directors, and other insiders own N/A percent of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which XFIV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XFIV stock?

There have been 0 transaction(s) during the past 6-months in which BondBloxx Bloomberg Five Year Target Duration US Treasury ETF insiders have bought stock, totalling 0 shares

How much of XFIV does insiders own?

Around 0 BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares are held by insiders, which represents about N/A of XFIV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XFIV?

FINANCIAL GUIDANCE GROUP, INC. is the largest institutional owner in XFIV which holds 66.88 thousand shares worth $3.26M or 0.93% of the total XFIV shares outstanding followed by WESPAC ADVISORS SOCAL, LLC with ownership of 75.63 thousand shares representing 1.05% of the XFIV ownership. NEMES RUSH GROUP LLC is the third largest stakeholder with 413.14 thousand shares or 5.75% of the ownership worth more than $20.11M.

Is there a short position on XFIV's shares?

Number of XFIV 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 XFIV shares are there?

As of today, null shares of XFIV are outstanding.

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

XFIV 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 XFIV is null.

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) insider trading activity: Get Latest News Today

Q: Is BondBloxx Bloomberg Five Year Target Duration US Treasury 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 XFIV is concerned, it is a stock which is not optionable.

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. FINANCIAL GUIDANCE GROUP, INC. is the top corporate investor, holding 66.88K shares valued at $3.26M. A 0.93% stake in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF is owned by the company. WESPAC ADVISORS SOCAL, LLC owns 75.63K shares valued at $3.68M, which translates its holding of 1.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FINANCIAL GUIDANCE GROUP, INC.	0.93%	66.88K	3.26M	-9.61K	-12.57%
Jun 30, 2026	WESPAC ADVISORS SOCAL, LLC	1.05%	75.63K	3.68M	6.23K	+8.98%
Jun 30, 2026	NEMES RUSH GROUP LLC	5.75%	413.14K	20.11M	61.08K	+17.35%
Jun 30, 2026	ROGCO, LP	0.01%	444	21.61K	444	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.7%	50.6K	2.46M	1.49K	+3.03%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	2.77%	199.08K	9.69M	3.22K	+1.64%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.74%	53.21K	2.59M	-2.59K	-4.64%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	12.93%	929.87K	45.27M	-41.95K	-4.32%
Jun 30, 2026	ARVEST INVESTMENTS, INC.	3.38%	242.9K	11.82M	242.9K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.21%	302.72K	14.74M	71.03K	+30.66%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	5.8%	416.67K	20.28M	281	+0.07%
Jun 30, 2026	BROWN FINANCIAL ADVISORS	0.52%	37.67K	1.83M	-61.9K	-62.17%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.02%	579	28.21K	-535	-48.03%
Jun 30, 2026	MORGAN STANLEY	0.01%	679	33.07K	563	+485.34%
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	1.18K	57.35K	-30	-2.48%
Jun 30, 2026	UBS GROUP AG	0.02%	1.26K	61.34K	-273	-17.81%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.02%	1.6K	77.69K	1.6K	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.68K	81.53K	1.68K	+100.00%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.03%	2.12K	103K	21	+1.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.06%	4.22K	205.63K	4.22K	+100.00%
Jun 30, 2026	ABLE WEALTH MANAGEMENT LLC	0.06%	4.63K	225.15K	-6.07K	-56.76%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.07%	4.86K	236.68K	4.86K	+100.00%
Jun 30, 2026	SPECTRUM FINANCIAL ALLIANCE LTD LLC	0.11%	7.73K	376.35K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.17%	11.95K	581.87K	11.95K	+100.00%
Jun 30, 2026	GLOBAL ASSETS ADVISORY, LLC	0.17%	12.14K	588.22K	48	+0.40%
Jun 30, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.22%	16.16K	786.61K	11.08K	+218.34%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.45%	32.24K	1.57M	32.24K	+100.00%
Jun 30, 2026	ALPS ADVISORS INC	0.8%	57.65K	2.81M	310	+0.54%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.79%	344.36K	16.76M	-76.82K	-18.24%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.22K	-100.00%
Jun 30, 2026	FMR LLC	0%	71	3.46K	-1.12K	-94.04%
Jun 30, 2026	CORECAP ADVISORS, LLC	0%	180	8.76K	180	+100.00%
Jun 30, 2026	NBC SECURITIES, INC.	0.01%	192	9.35K	-30	-13.51%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	259	12.61K	259	+100.00%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0.01%	387	18.84K	387	+100.00%
Jun 30, 2026	MATTSON FINANCIAL SERVICES, LLC	0.89%	64.2K	3.11M	-95.28K	-59.74%
Jun 30, 2026	CAPITAL INVESTMENT COUNSEL, LLC	6.34%	456.13K	22.2M	53.09K	+13.17%
Jun 30, 2026	DONOGHUE FORLINES LLC	6.74%	484.67K	23.59M	-57.9K	-10.67%
Jun 30, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	7.19%	517.04K	25.17M	-122.9K	-19.21%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	7.64%	549.62K	26.76M	-943.63K	-63.19%
Jun 30, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	18.53%	1.33M	64.87M	0	0
Jun 30, 2026	CAPITAL WEALTH MANAGEMENT, LLC	0.06%	4.57K	222.22K	4.57K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	8.57K	417.32K	579	+7.24%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.32%	23.03K	1.12M	-820	-3.44%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	7.73K	376.4K	94	+1.23%
Jun 30, 2026	PALADIN WEALTH, LLC	0.31%	22.06K	1.07M	-30.87K	-58.32%
Jun 30, 2026	PURPOSE UNLIMITED INC.	0.39%	28.24K	1.37M	20.07K	+245.35%
Jun 30, 2026	BLUME CAPITAL MANAGEMENT, INC.	0.49%	34.89K	1.7M	-625	-1.76%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	38.05K	1.84M	38.05K	+100.00%
Jun 30, 2026	S&A FINANCIAL SERVICES, INC.	0.64%	46.17K	2.25M	7.03K	+17.95%
Jun 30, 2026	VIAABLE, LLC	1.67%	120.33K	5.85M	120.33K	+100.00%
Jun 30, 2026		0.77%	28.24K	1.37M	20.07K	+245.35%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.12%	8.95K	435.69K	8.95K	+100.00%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.13%	9.17K	446.44K	48	+0.53%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.14%	9.81K	477.55K	9.81K	+100.00%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.16%	11.71K	569.9K	493	+4.40%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.34%	24.22K	1.18M	4.97K	+25.81%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.93%	66.88K	3.26M	-9.61K	-12.57%
Jun 30, 2026	JANE STREET GROUP, LLC	0.34%	24.61K	1.2M	467	+1.93%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.03%	1.11K	54.78K	1.11K	+100.00%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	2.22K	108.94K	2.22K	+100.00%
Mar 31, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.14%	5.08K	249.52K	5.08K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.21%	7.64K	375.48K	7.64K	+100.00%
Mar 31, 2026	SPECTRUM FINANCIAL ALLIANCE LTD LLC	0.21%	7.73K	380.06K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	7.99K	392.99K	68	+0.86%
Mar 31, 2026		0.22%	8.18K	401.87K	-45.46K	-84.75%
Mar 31, 2026	FMR LLC	0.03%	1.19K	58.53K	-328	-21.59%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.25%	9.12K	448.49K	-349	-3.68%
Mar 31, 2026	ABLE WEALTH MANAGEMENT LLC	0.29%	10.7K	525.77K	-12.9K	-54.67%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.31%	11.21K	551.3K	926	+9.00%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0.33%	12.09K	594.25K	301	+2.55%
Mar 31, 2026	CITADEL ADVISORS LLC	0.5%	18.33K	901.15K	-6.29K	-25.55%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.53%	19.25K	946.34K	19.25K	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.65%	23.85K	1.17M	-710	-2.89%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.06%	2.1K	103K	2.1K	+100.00%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-4.68K	-100.00%
Mar 31, 2026	MACH-1 FINANCIAL GROUP, LLC	0%	0	-	-39.35K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.66%	24.14K	1.19M	-10.44K	-30.19%
Mar 31, 2026	BLUME CAPITAL MANAGEMENT, INC.	0.97%	35.52K	1.75M	-1.28K	-3.47%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.34%	49.12K	2.42M	-1.39K	-2.74%
Mar 31, 2026	PALADIN WEALTH, LLC	1.44%	52.92K	2.6M	5.93K	+12.62%
Mar 31, 2026	INSPIRE ADVISORS, LLC	1.52%	55.8K	2.74M	55.8K	+100.00%
Mar 31, 2026	ALPS ADVISORS INC	1.56%	57.34K	2.82M	57.34K	+100.00%
Mar 31, 2026	WESPAC ADVISORS SOCAL, LLC	1.89%	69.4K	3.41M	69.4K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	2.09%	76.49K	3.76M	1.6K	+2.14%
Mar 31, 2026	FINANCIAL GUIDANCE GROUP, INC.	2.09%	76.49K	3.76M	1.6K	+2.14%
Mar 31, 2026	BROWN FINANCIAL ADVISORS	2.72%	99.57K	4.89M	23.13K	+30.27%
Mar 31, 2026	MATTSON FINANCIAL SERVICES, LLC	4.35%	159.49K	7.84M	16.01K	+11.16%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	5.34%	195.87K	9.63M	8.98K	+4.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	6.32%	231.69K	11.39M	231.69K	+100.00%
Mar 31, 2026	NEMES RUSH GROUP LLC	9.61%	352.07K	17.31M	69.74K	+24.70%
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, LLC	11%	403.04K	19.81M	105.3K	+35.37%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	11.36%	416.39K	20.47M	75.71K	+22.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	11.49%	421.18K	20.71M	87.8K	+26.34%
Mar 31, 2026	DONOGHUE FORLINES LLC	14.8%	542.57K	26.67M	-121.33K	-18.28%
Mar 31, 2026	ROYAL HARBOR PARTNERS, LLC	0%	0	-	-91.05K	-100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0.01%	222	10.96K	2	+0.91%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	17.46%	639.94K	31.46M	639.94K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	26.52%	971.83K	47.77M	-17.85K	-1.80%
Mar 31, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	36.36%	1.33M	65.51M	628.46K	+89.26%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	40.74%	1.49M	73.41M	231.05K	+18.31%
Mar 31, 2026	CWM, LLC	0.84%	30.77K	1.51M	19.07K	+162.88%
Mar 31, 2026	KOVACK ADVISORS, INC.	0%	0	-	-4.9K	-100.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0%	0	-	-7.18K	-100.00%
Mar 31, 2026	MORGAN STANLEY	0%	116	5.7K	50	+75.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	200	9.83K	-86	-30.07%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	1.21K	59.39K	1.21K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.04%	1.53K	75.36K	1.39K	+979.58%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	1.07%	39.35K	1.95M	39.35K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	8.12%	297.74K	14.73M	156.72K	+111.14%
Dec 31, 2025	JANE STREET GROUP, LLC	0.94%	34.58K	1.71M	23.03K	+199.27%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.64%	23.59K	1.17M	539	+2.34%
Dec 31, 2025	ENDURANCE SERVICES LTD	0%	0	-	-24.4K	-100.00%
Dec 31, 2025	ROYAL HARBOR PARTNERS, LLC	2.48%	91.05K	4.5M	2.07K	+2.33%
Dec 31, 2025		0.62%	22.72K	1.13M	22.72K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-4.61K	-100.00%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	34.44%	1.26M	62.45M	124.81K	+10.97%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	27%	989.68K	48.97M	989.67K	+19,793,460.00%
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	19.21%	704.06K	34.84M	0	0
Dec 31, 2025	DONOGHUE FORLINES LLC	18.11%	663.91K	32.85M	663.91K	+100.00%
Dec 31, 2025	NEMES RUSH GROUP LLC	7.7%	282.33K	13.97M	65.75K	+30.36%
Dec 31, 2025	BROWN FINANCIAL ADVISORS	2.09%	76.43K	3.78M	350	+0.46%
Dec 31, 2025	FMR LLC	0.04%	1.52K	75.15K	80	+5.56%
Dec 31, 2025	COMERICA BANK	0.03%	1.22K	60.51K	1.22K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	312	15.42K	267	+593.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	286	14.15K	286	+100.00%
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	220	10.93K	2	+0.92%
Dec 31, 2025	UBS GROUP AG	0%	142	7.03K	142	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	66	3.27K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-375	-100.00%
Dec 31, 2025	GTS SECURITIES LLC	0%	0	-	-28.73K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-25.88K	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-4.2K	-100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-2.9K	-100.00%
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0%	0	-	-11.83K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.1%	333.38K	16.5M	192.21K	+136.15%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	2.04%	74.89K	3.71M	22.16K	+42.03%
Dec 31, 2025	CITADEL ADVISORS LLC	0.67%	24.62K	1.22M	8.8K	+55.59%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.67%	24.56K	1.22M	-11.14K	-31.20%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.32%	11.79K	583.21K	11.79K	+100.00%
Dec 31, 2025	CWM, LLC	0.32%	11.71K	579K	188	+1.63%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.28%	10.29K	509.04K	3.58K	+53.44%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.26%	9.47K	468.66K	-170	-1.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	7.93K	392.15K	1.06K	+15.47%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	9.3%	340.69K	16.86M	29.64K	+9.53%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	5.1%	186.89K	9.25M	186.89K	+100.00%
Dec 31, 2025	MATTSON FINANCIAL SERVICES, LLC	3.91%	143.48K	7.1M	18.28K	+14.60%
Dec 31, 2025	FINANCIAL GUIDANCE GROUP, INC.	2.04%	74.89K	3.71M	22.16K	+42.03%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.38%	50.5K	2.5M	5.95K	+13.35%
Dec 31, 2025	PALADIN WEALTH, LLC	1.28%	46.99K	2.33M	4.84K	+11.48%
Dec 31, 2025	BLUME CAPITAL MANAGEMENT, INC.	1%	36.79K	1.82M	-500	-1.34%
Dec 31, 2025	SPECTRUM FINANCIAL ALLIANCE LTD LLC	0.21%	7.73K	382.52K	7.73K	+100.00%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	7.18K	355.01K	0	0
Dec 31, 2025	KOVACK ADVISORS, INC.	0.13%	4.9K	242.45K	4.9K	+100.00%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.13%	4.68K	232.02K	6	+0.13%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.97%	35.69K	1.77M	436	+1.24%
Sep 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0%	0	-	-11.04K	-100.00%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-907	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-327	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	5	248	5	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	45	2.23K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	6.86K	340K	6.86K	+100.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	7.18K	355.38K	650	+9.96%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.26%	9.64K	477.57K	78	+0.82%
Sep 30, 2025	JANE STREET GROUP, LLC	0.32%	11.56K	572.32K	-8.11K	-41.25%
Sep 30, 2025	CITADEL ADVISORS LLC	0.43%	15.83K	783.81K	10.88K	+220.28%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.63%	23.05K	1.14M	3.86K	+20.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-544	-100.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	0	-	-6.84K	-100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	375	18.55K	375	+100.00%
Sep 30, 2025	FMR LLC	0.04%	1.44K	71.26K	1.42K	+6,440.91%
Sep 30, 2025	KINGDOM FINANCIAL GROUP LLC.	0.32%	11.83K	585.89K	11.83K	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.44%	52.73K	2.61M	7.44K	+16.42%
Sep 30, 2025	ROYAL HARBOR PARTNERS, LLC	2.43%	88.98K	4.41M	-601	-0.67%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	3.42%	125.2K	6.2M	5.42K	+4.52%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	3.85%	141.02K	6.98M	141.02K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.85%	141.18K	6.99M	46.35K	+48.88%
Sep 30, 2025	ENDURANCE SERVICES LTD	0.67%	24.4K	1.21M	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.71%	25.88K	1.28M	25.88K	+100.00%
Sep 30, 2025	PINERIDGE ADVISORS LLC	19.92%	730.1K	36.16M	728.82K	+56,761.60%
Sep 30, 2025	GTS SECURITIES LLC	0.78%	28.73K	1.42M	28.73K	+100.00%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	19.21%	704.06K	34.87M	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	8.49%	311.04K	15.41M	103.61K	+49.95%
Sep 30, 2025	NEMES RUSH GROUP LLC	5.91%	216.58K	10.73M	57.85K	+36.45%
Sep 30, 2025	BLUME CAPITAL MANAGEMENT, INC.	1.02%	37.29K	1.85M	0	0
Sep 30, 2025	PALADIN WEALTH, LLC	1.15%	42.15K	2.09M	5K	+13.45%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.22%	44.56K	2.21M	2.97K	+7.14%
Sep 30, 2025	BROWN FINANCIAL ADVISORS	2.08%	76.08K	3.77M	3.72K	+5.15%
Sep 30, 2025	FINANCIAL GUIDANCE GROUP, INC.	1.44%	52.73K	2.61M	7.44K	+16.42%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	4.2K	207.93K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	2.9K	143.84K	2.9K	+100.00%
Sep 30, 2025	NBC SECURITIES, INC.	0.01%	218	10.84K	2	+0.93%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.18%	6.71K	332.1K	198	+3.04%
Sep 30, 2025	MORGAN STANLEY	0%	66	3.27K	-1	-1.49%
Sep 30, 2025	CWM, LLC	0.31%	11.52K	570K	1.43K	+14.22%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	31.03%	1.14M	56.33M	75.53K	+7.11%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.13%	4.67K	231.44K	4.67K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	4.61K	228.33K	-3.11K	-40.25%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.03%	907	44.74K	899	+11,237.50%
Jun 30, 2025	CAPITAL A WEALTH MANAGEMENT, LLC	0%	0	-	-11	-100.00%
Jun 30, 2025	FINANCIAL GUIDANCE GROUP, INC.	1.29%	45.29K	2.24M	45.29K	+100.00%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.19%	6.53K	322.01K	6.53K	+100.00%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.27%	9.56K	471.98K	9	+0.09%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.2%	6.84K	328.02K	0	0
Jun 30, 2025	ENDURANCE SERVICES LTD	0.7%	24.4K	1.2M	0	0
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.01%	35.26K	1.74M	1.13K	+3.30%
Jun 30, 2025	BLUME CAPITAL MANAGEMENT, INC.	1.06%	37.29K	1.84M	1.18K	+3.25%
Jun 30, 2025	MORGAN STANLEY	0%	67	3.34M	66	+6,600.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	4.94K	243.84M	30	+0.61%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	7.72K	380.74K	3.38K	+77.81%
Jun 30, 2025	CWM, LLC	0.29%	10.08K	498K	1.86K	+22.59%
Jun 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.55%	19.19K	947.06K	19.19K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.56%	19.67K	970.67K	12.77K	+185.18%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.19%	41.59K	2.05M	1.08K	+2.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.71%	94.83K	4.68M	14.86K	+18.58%
Jun 30, 2025	ENDEAVOR PRIVATE WEALTH, INC.	0%	0	-	-6.45K	-100.00%
Jun 30, 2025	LLOYD ADVISORY SERVICES, LLC.	0%	0	-	-4.51K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-19.65K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	45	2.22K	45	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	544	26.1K	0	0
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.19%	6.51K	321.12K	276	+4.43%
Jun 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.32%	11.04K	541.85K	-336	-2.95%
Jun 30, 2025	PALADIN WEALTH, LLC	1.06%	37.15K	1.83M	4.63K	+14.24%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	3.42%	119.78K	5.91M	5.84K	+5.13%
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	216	10K	216	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	327	16.14K	327	+100.00%
Jun 30, 2025	PINERIDGE ADVISORS LLC	0.04%	1.28K	63.38K	-5.37K	-80.71%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	4.2K	207.17K	4.2K	+100.00%
Jun 30, 2025		0%	0	-	-6.45K	-100.00%
Jun 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0%	0	-	-22.27K	-100.00%
Jun 30, 2025	FMR LLC	0%	22	1.1K	22	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	1.29%	45.29K	2.24M	45.29K	+100.00%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	2.06%	72.36K	3.57M	-1.53K	-2.08%
Jun 30, 2025	ROYAL HARBOR PARTNERS, LLC	2.56%	89.58K	4.42M	89.58K	+100.00%
Jun 30, 2025	NEMES RUSH GROUP LLC	4.53%	158.73K	7.83M	46.71K	+41.69%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	5.92%	207.44K	10.24M	44.9K	+27.62%
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	20.09%	704.06K	34.75M	0	0
Jun 30, 2025	GRADIENT INVESTMENTS LLC	30.3%	1.06M	52.4M	58.06K	+5.78%
Mar 31, 2025	BLUME CAPITAL MANAGEMENT, INC.	1.2%	36.12K	1.77M	-750	-2.03%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	4.34K	212.96K	-3.21K	-42.55%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.21%	6.23K	305.82K	-34	-0.54%
Mar 31, 2025		0%	11	540	11	+100.00%
Mar 31, 2025	PINERIDGE ADVISORS LLC	0.22%	6.66K	326.67K	-748.91K	-99.12%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.35%	40.5K	1.99M	40.5K	+100.00%
Mar 31, 2025	BROWN FINANCIAL ADVISORS	2.45%	73.89K	3.63M	6.31K	+9.33%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.23%	6.84K	335.61K	0	0
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	23.39%	704.06K	34.56M	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	4.91K	241.03K	4.91K	+100.00%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	33.34%	1M	49.27M	105.39K	+11.73%
Mar 31, 2025	NEMES RUSH GROUP LLC	3.72%	112.02K	5.5M	31.94K	+39.89%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.13%	34.13K	1.68M	6.36K	+22.89%
Mar 31, 2025	ENDURANCE SERVICES LTD	0.81%	24.4K	1.2M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.66%	79.97K	3.92M	6.22K	+8.43%
Mar 31, 2025	CWM, LLC	0.27%	8.23K	404K	559	+7.29%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	5.4%	162.54K	7.98M	58.56K	+56.32%
Mar 31, 2025	JANE STREET GROUP, LLC	0.23%	6.9K	338.51K	-11.61K	-62.74%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.32%	9.56K	468.96K	9.56K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.65%	19.65K	964K	4.23K	+27.42%
Mar 31, 2025	MORGAN STANLEY	0%	1	75	1	+100.00%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	8	393	8	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	544	26.7K	0	0
Mar 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0.74%	22.27K	1.09M	22.27K	+100.00%
Mar 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.15%	4.51K	221.25K	4.51K	+100.00%

Frequently Asked Questions