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

Who are the major shareholders selling Global X - S&P 500 Covered Call ETF stock?

AVANTAX PLANNING PARTNERS, INC., in the last quarter, reduced its stake in XYLD by -5.65% restricting it's holding to 101.92 thousand shares of worth nearly $4.16M. NEWBRIDGE FINANCIAL SERVICES GROUP, INC. also lessened -1.38% of the XYLD shares from its portfolio, reducing its holding to 130.38 thousand shares of worth $5.32M. APELLA CAPITAL, LLC also shunned XYLD shares holding by -1.7% last quarter which brought its holding to 50.47 thousand shares worth $2.07M.

Investors who are buying XYLD stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in XYLD by 2.42% in the last quarter. The institutional holder raised its holding to 4.1 million shares having worth more than $167.05M. BANK OF AMERICA CORP /DE/ also added 9.63% more shares of XYLD to its portfolio, raising its holding to 2.36 million shares of worth $96.10M. STIFEL FINANCIAL CORP also increased its XYLD shares holding by 2.91% which brought its holding to 186.25 thousand shares worth $7.60M.

XYLD's major insiders: who are they?

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

Did an insider recently sell XYLD stock?

Company executives, directors, and other insiders own N/A percent of Global X - S&P 500 Covered Call ETF's stock. Within the last six months, there have been 0 transaction(s) in which XYLD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XYLD stock?

There have been 0 transaction(s) during the past 6-months in which Global X - S&P 500 Covered Call ETF insiders have bought stock, totalling 0 shares

How much of XYLD does insiders own?

Around 0 Global X - S&P 500 Covered Call ETF shares are held by insiders, which represents about N/A of XYLD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XYLD?

MORGAN STANLEY is the largest institutional owner in XYLD which holds 4.1 million shares worth $167.05M or 5.27% of the total XYLD shares outstanding followed by BANK OF AMERICA CORP /DE/ with ownership of 2.36 million shares representing 3.03% of the XYLD ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 186.25 thousand shares or 0.24% of the ownership worth more than $7.60M.

Is Global X - S&P 500 Covered Call 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 XYLD is concerned, it is a stock which is optionable.

Is there a short position on XYLD's shares?

Number of XYLD 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 XYLD shares are there?

As of today, null shares of XYLD are outstanding.

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

XYLD 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 XYLD is null.

Global X - S&P 500 Covered Call ETF (XYLD) 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. MORGAN STANLEY is the top corporate investor, holding 4.1M shares valued at $167.05M. A 5.27% stake in Global X - S&P 500 Covered Call ETF is owned by the company. BANK OF AMERICA CORP /DE/ owns 2.36M shares valued at $96.10M, which translates its holding of 3.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	5.27%	4.1M	167.05M	96.75K	+2.42%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.03%	2.36M	96.1M	206.93K	+9.63%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	186.25K	7.6M	5.27K	+2.91%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	203.51K	8.3M	5.64K	+2.85%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.29%	226.69K	9.25M	143.29K	+171.79%
Jun 30, 2026	WATERWAY WEALTH MANAGEMENT, LLC	0.37%	291.12K	11.87M	291.12K	+100.00%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.42%	325.83K	13.29M	7.75K	+2.44%
Jun 30, 2026	SIMS INVESTMENT MANAGEMENT, LLC	0.56%	438.54K	17.89M	11.56K	+2.71%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.57%	443.83K	18.1M	15.98K	+3.73%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.1%	79.49K	3.24M	119	+0.15%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.11%	85K	3.47M	437	+0.52%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.12%	95.5K	3.9M	0	0
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.13%	101.92K	4.16M	-6.1K	-5.65%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.14%	109.73K	4.48M	14.42K	+15.12%
Jun 30, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.17%	130.38K	5.32M	-1.83K	-1.38%
Jun 30, 2026	THRIVE CAPITAL MANAGEMENT, LLC	0.24%	185.85K	7.58M	40.83K	+28.15%
Jun 30, 2026	APELLA CAPITAL, LLC	0.07%	50.47K	2.07M	-875	-1.70%
Jun 30, 2026	UNIPLAN INVESTMENT COUNSEL, INC.	0.07%	51.81K	2.11M	-961	-1.82%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	52.98K	2.18M	-3.4K	-6.04%
Jun 30, 2026		0.07%	55.46K	2.26M	11.02K	+24.79%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.07%	56.65K	2.31M	-1.04K	-1.80%
Jun 30, 2026	ARMSTRONG ADVISORY GROUP, INC	0.07%	56.92K	2.32M	2.88K	+5.33%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.07%	56.96K	2.32M	-5.88K	-9.35%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.08%	58.15K	2.37M	-444	-0.76%
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.08%	62.26K	2.54M	136	+0.22%
Jun 30, 2026	GARNER ASSET MANAGEMENT CORP	0.08%	63.21K	2.58M	7.62K	+13.71%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	64.53K	2.63M	-1.85K	-2.78%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.58%	453.93K	18.52M	6.17K	+1.38%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.72%	559.47K	22.82M	82.92K	+17.40%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.83%	646.09K	26.35M	53.06K	+8.95%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.05%	815.84K	33.28M	-60.3K	-6.88%
Jun 30, 2026	UBS GROUP AG	1.11%	863.28K	35.21M	-45.04K	-4.96%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.14%	889.3K	362.74K	257K	+40.65%
Jun 30, 2026	GLOBAL X JAPAN CO., LTD.	1.53%	1.19M	48.43M	15.48K	+1.32%
Jun 30, 2026	SUMITOMO LIFE INSURANCE CO	2.2%	1.71M	69.75M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	4.51%	3.5M	142.95M	87.16K	+2.55%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.54%	1.98M	80.58M	75.65K	+3.98%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.14%	105.29K	4.29M	6.3K	+6.36%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	105.35K	4.3M	-12.23K	-10.40%
Jun 30, 2026	COMPASS FINANCIAL SERVICES INC	0.19%	146.67K	5.98M	5.46K	+3.86%
Jun 30, 2026	JUNCTURE WEALTH STRATEGIES, LLC	0.2%	159K	6.49M	-14.56K	-8.39%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	70.4K	2.87M	9.44K	+15.48%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.09%	71.9K	2.93M	-5.84K	-7.52%
Jun 30, 2026	LIDO ADVISORS, LLC	0.09%	73.51K	3M	53.74K	+271.83%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	78.47K	3.2M	-18.18K	-18.81%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.12%	89.68K	3.66M	2.76K	+3.17%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.12%	90.4K	3.69M	251	+0.28%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	92.7K	3.78M	28.11K	+43.53%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.12%	94.29K	3.85M	3.03K	+3.32%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	109.4K	4.46M	1.43K	+1.32%
Jun 30, 2026	XML FINANCIAL, LLC	0.2%	152.51K	6.22M	14.28K	+10.33%
Jun 30, 2026	PROFICIO CAPITAL PARTNERS LLC	0.85%	663.74K	27.07M	623.9K	+1,566.21%
Jun 30, 2026	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.21%	163.83K	6.69M	-19.46K	-10.61%
Jun 30, 2026	FUKOKU MUTUAL LIFE INSURANCE CO	0.23%	178K	7.26M	0	0
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.23%	180.08K	7.35M	-1.25K	-0.69%
Jun 30, 2026	ROYAL BANK OF CANADA	0.3%	234.24K	9.56M	-51.25K	-17.95%
Jun 30, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.31%	237.71K	9.65M	768	+0.32%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	0.39%	302.15K	12.32M	-811	-0.27%
Jun 30, 2026	CAERUS INVESTMENT ADVISORS, LLC	0.39%	306.23K	12.49M	37.54K	+13.97%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.65%	503.98K	20.56M	-10.29K	-2.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.22%	949.13K	38.72M	56.76K	+6.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.33%	1.03M	42.12M	196.17K	+23.45%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	83.41K	3.26M	6.48K	+8.42%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.11%	84.56K	3.31M	28.28K	+50.24%
Mar 31, 2026	CITADEL ADVISORS LLC	0.09%	69.9K	2.74M	-590	-0.84%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.11%	86.93K	3.4M	77.91K	+863.80%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.12%	91.26K	3.57M	1.75K	+1.95%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.12%	95.31K	3.73M	-350	-0.37%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.12%	95.5K	3.74M	95.5K	+100.00%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.14%	108.02K	4.23M	16.68K	+18.27%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	117.58K	4.6M	-732	-0.62%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.17%	132.2K	5.17M	-2K	-1.49%
Mar 31, 2026	XML FINANCIAL, LLC	0.18%	138.22K	5.41M	17.95K	+14.92%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.18%	140.59K	5.5M	126.52K	+899.23%
Mar 31, 2026	COMPASS FINANCIAL SERVICES INC	0.18%	141.21K	5.53M	5.11K	+3.75%
Mar 31, 2026	THRIVE CAPITAL MANAGEMENT, LLC	0.19%	145.02K	5.67M	-28.92K	-16.62%
Mar 31, 2026	FUKOKU MUTUAL LIFE INSURANCE CO	0.23%	178K	6.97M	0	0
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.2%	155.64K	6.09M	130.23K	+512.69%
Mar 31, 2026	JUNCTURE WEALTH STRATEGIES, LLC	0.22%	173.56K	6.79M	291	+0.17%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.23%	181.33K	7.1M	5.88K	+3.35%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.31%	236.94K	9.09M	20.27K	+9.36%
Mar 31, 2026	ROYAL BANK OF CANADA	0.37%	285.5K	11.17M	-4.31K	-1.49%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.41%	318.08K	12.45M	-27.79K	-8.03%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.55%	427.85K	16.74M	19.97K	+4.90%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.58%	447.76K	17.52M	15.08K	+3.49%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.61%	476.55K	18.65M	7.37K	+1.57%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.66%	514.27K	20.12M	-26.3K	-4.87%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.76%	593.04K	23.21M	54.58K	+10.14%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.08%	836.52K	32.73M	-101.67K	-10.84%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.09%	64.58K	2.54M	6.21K	+10.63%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	66.37K	2.6M	3.76K	+6.00%
Mar 31, 2026	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.24%	183.28K	7.17M	-2.47K	-1.33%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.81%	632.3K	247.42K	61K	+10.68%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.13%	876.14K	34.28M	48.94K	+5.92%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.15%	892.37K	34.92M	-56.5K	-5.95%
Mar 31, 2026	UBS GROUP AG	1.17%	908.32K	35.54M	-98.26K	-9.76%
Mar 31, 2026	GLOBAL X JAPAN CO., LTD.	1.51%	1.17M	45.86M	1.17M	+100.00%
Mar 31, 2026	SUMITOMO LIFE INSURANCE CO	2.2%	1.71M	66.91M	0	0
Mar 31, 2026	SIMS INVESTMENT MANAGEMENT, LLC	0.55%	426.98K	16.71M	14.17K	+3.43%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.51%	1.9M	74.32M	283.09K	+17.51%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.12%	96.65K	3.78M	-96.7K	-50.01%
Mar 31, 2026	CAERUS INVESTMENT ADVISORS, LLC	0.35%	268.69K	10.51M	-7.5K	-2.72%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	180.98K	7.08M	-1.13K	-0.62%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.12%	90.15K	3.53M	3.25K	+3.73%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.13%	98.64K	3.86M	98.64K	+100.00%
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.13%	98.99K	3.87M	28.27K	+39.97%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	107.98K	4.23M	-2.12K	-1.93%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.17%	132.02K	5.17M	72.85K	+123.11%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.77%	2.15M	84.09M	41.12K	+1.95%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.08%	62.84K	2.46M	5.04K	+8.72%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	0.39%	302.96K	11.85M	3.55K	+1.19%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	77.75K	3.04M	991	+1.29%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	79.37K	3.11M	2.75K	+3.59%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	197.87K	7.74M	1.24K	+0.63%
Mar 31, 2026	LPL FINANCIAL LLC	4.4%	3.42M	133.72M	166.43K	+5.12%
Mar 31, 2026	MORGAN STANLEY	5.15%	4M	156.46M	10.71K	+0.27%
Mar 31, 2026	APELLA CAPITAL, LLC	0.07%	51.35K	2.07M	38.06K	+286.31%
Mar 31, 2026	BEAM WEALTH ADVISORS, INC.	0.07%	52.22K	2.04M	8.4K	+19.17%
Mar 31, 2026	SAN LUIS WEALTH ADVISORS LLC	0.07%	52.73K	2.06M	2.84K	+5.69%
Mar 31, 2026	ARMSTRONG ADVISORY GROUP, INC	0.07%	54.04K	2.11M	1.35K	+2.56%
Mar 31, 2026	GARNER ASSET MANAGEMENT CORP	0.07%	55.59K	2.18M	3.57K	+6.86%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	56.39K	2.22M	-8.85K	-13.56%
Mar 31, 2026	FLAHARTY ASSET MANAGEMENT, LLC	0.08%	58.27K	2.28M	2.27K	+4.06%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.08%	58.59K	2.29M	2.3K	+4.08%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	60.96K	2.39M	-4.97K	-7.54%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.08%	62.12K	2.43M	-581	-0.93%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.08%	59.17K	2.4M	-92.05K	-60.87%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	59.34K	2.41B	59.34K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	57.8K	2.35M	-1.96K	-3.28%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	62.61K	2.54M	-15.53K	-19.88%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	65.23K	2.67M	-3.3K	-4.82%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	76.62K	3.11M	3.87K	+5.32%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.08%	62.54K	2.54M	1.77K	+2.92%
Dec 31, 2025	COMPASS FINANCIAL SERVICES INC	0.18%	136.11K	5.53M	6.46K	+4.98%
Dec 31, 2025	IMC-CHICAGO, LLC	0.16%	125.35K	5.09M	-23.55K	-15.81%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.17%	134.2K	5.45M	-13.19K	-8.95%
Dec 31, 2025	JUNCTURE WEALTH STRATEGIES, LLC	0.22%	173.27K	7.04M	12.77K	+7.96%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.52%	407.88K	16.57M	-39.64K	-8.86%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.07%	1.62M	65.73M	-75.73K	-4.47%
Dec 31, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	2.12%	1.65M	67.13M	0	0
Dec 31, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.22%	173.94K	7.07M	23.72K	+15.79%
Dec 31, 2025	FUKOKU MUTUAL LIFE INSURANCE CO	0.23%	178K	7.23M	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.24%	182.11K	7.4M	4.3K	+2.42%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.06%	45.43K	1.85M	22.27K	+96.17%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	45.99K	1.87M	-12.28K	-21.07%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.23%	175.45K	263.67K	1.01K	+0.58%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.07%	56.28K	2.29B	12.02K	+27.15%
Dec 31, 2025	CITADEL ADVISORS LLC	0.09%	70.49K	2.86M	70.49K	+100.00%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.09%	70.72K	2.87M	-60.89K	-46.26%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	75.67K	3.07M	-3.94K	-4.95%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	76.75K	3.12M	2.14K	+2.87%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	76.93K	3.13M	13.33K	+20.96%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.12%	95.66K	3.89M	2.76K	+2.97%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.13%	98.29K	3.99M	-39.09K	-28.46%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	110.1K	4.47M	13.8K	+14.33%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	118.31K	4.81M	-15.71K	-11.72%
Dec 31, 2025	XML FINANCIAL, LLC	0.16%	120.27K	4.89M	6.63K	+5.83%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.24%	185.75K	7.55M	-116.81K	-38.61%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.25%	193.35K	7.86M	-5.85K	-2.94%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.11%	86.91K	3.53M	2.67K	+3.16%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.12%	89.51K	3.64M	93	+0.10%
Dec 31, 2025	ELCO MANAGEMENT CO., LLC	0.06%	48.3K	1.96M	-4.6K	-8.70%
Dec 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.06%	49.89K	2.03M	-24.39K	-32.84%
Dec 31, 2025		0.07%	51.78K	2.1M	-1.15K	-2.16%
Dec 31, 2025	GARNER ASSET MANAGEMENT CORP	0.07%	52.03K	2.11M	-270	-0.52%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.07%	52.69K	2.14M	6.19K	+13.31%
Dec 31, 2025	LITTLEJOHN FINANCIAL SERVICES, INC.	0.07%	53.13K	2.16M	-1.29K	-2.37%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.12%	91.34K	3.71M	729	+0.80%
Dec 31, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.36%	276.19K	11.22M	-43.09K	-13.50%
Dec 31, 2025	MORGAN STANLEY	5.11%	3.99M	162.03M	76.63K	+1.96%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	196.64K	7.99M	-9.45K	-4.59%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	65.93K	2.68M	23.43K	+55.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0.37%	289.8K	11.77M	-177.4K	-37.97%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.39%	299.41K	12.16M	38.45K	+14.73%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	345.87K	14.05M	-11.05K	-3.09%
Dec 31, 2025	SIMS INVESTMENT MANAGEMENT, LLC	0.53%	412.82K	16.77M	6.2K	+1.52%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.56%	432.68K	17.58M	4.64K	+1.08%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.6%	469.18K	19.06M	-21.22K	-4.33%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.69%	538.46K	21.88M	23.08K	+4.48%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	540.57K	21.96M	-703.09K	-56.53%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.73%	571.3K	232.12K	571.3K	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.06%	827.2K	33.61M	17.55K	+2.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.2%	938.19K	38.12M	-74.09K	-7.32%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.22%	948.87K	38.55M	-20.65K	-2.13%
Dec 31, 2025	UBS GROUP AG	1.29%	1.01M	40.9M	-140.21K	-12.23%
Dec 31, 2025	SUMITOMO LIFE INSURANCE CO	2.21%	1.71M	69.48M	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.7%	2.11M	85.65M	-62.78K	-2.89%
Dec 31, 2025	LPL FINANCIAL LLC	4.2%	3.25M	132.08M	-72.33K	-2.18%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.28%	216.67K	8.83M	1.61K	+0.75%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.07%	56.3K	2.29M	-2.54K	-4.32%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.07%	56K	2.28M	3.52K	+6.72%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	58.38K	2.37M	-3.61K	-5.83%
Sep 30, 2025	GLOBAL X JAPAN CO., LTD.	1.27%	990.05K	38.87M	149.29K	+17.76%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	68.53K	2.7M	11.37K	+19.89%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.55%	428.04K	16.8M	10.18K	+2.44%
Sep 30, 2025	SIMS INVESTMENT MANAGEMENT, LLC	0.52%	406.62K	15.96M	45.06K	+12.46%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.11%	89.42K	3.51M	5.79K	+6.93%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.1%	74.81K	2.94M	-1.1K	-1.45%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.46%	356.92K	14.01M	24.44K	+7.35%
Sep 30, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.41%	319.28K	12.53M	12	0.00%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.39%	302.56K	11.89M	9.96K	+3.40%
Sep 30, 2025	FUKOKU MUTUAL LIFE INSURANCE CO	0.23%	178K	6.99M	178K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.23%	177.81K	6.98M	5.28K	+3.06%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.22%	174.44K	6.85M	-11.26K	-6.06%
Sep 30, 2025	JUNCTURE WEALTH STRATEGIES, LLC	0.21%	160.5K	6.3M	5.48K	+3.53%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.19%	151.22K	5.94M	53.02K	+53.98%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	134.02K	5.26M	-95.65K	-41.65%
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.17%	131.61K	5.17M	-358	-0.27%
Sep 30, 2025	XML FINANCIAL, LLC	0.15%	113.65K	4.46M	4.52K	+4.14%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	96.3K	3.78M	32.94K	+51.99%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.12%	92.91K	3.65M	5.14K	+5.85%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.12%	90.61K	3.56M	-4.36K	-4.59%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.11%	84.24K	3.31M	-7.29K	-7.96%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	74.61K	2.93M	-7.19K	-8.78%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	79.6K	3.13M	4.96K	+6.65%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	63.6K	2.5B	2.78K	+4.57%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	61.99K	1.97M	-7.47K	-10.75%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.08%	61.21K	2.4M	-18.79K	-23.49%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.33%	260.96K	10.25M	51.83K	+24.79%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.28%	215.06K	8.43M	61.48K	+40.03%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	206.08K	8.09M	-34.55K	-14.36%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	199.2K	7.82M	-11.68K	-5.54%
Sep 30, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.19%	150.22K	5.9M	4.88K	+3.36%
Sep 30, 2025	IMC-CHICAGO, LLC	0.19%	148.9K	5.85M	148.9K	+100.00%
Sep 30, 2025	COMPASS FINANCIAL SERVICES INC	0.17%	129.65K	5.09M	-2.08K	-1.58%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.19%	147.39K	5.79M	-27.38K	-15.67%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.18%	137.39K	5.39M	16.98K	+14.10%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	78.15K	3.07M	-1.68K	-2.11%
Sep 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0.1%	74.28K	2.92M	7.9K	+11.90%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	72.75K	2.86M	6.72K	+10.18%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	59.76K	2.35M	2.22K	+3.86%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.08%	59.12K	2.32M	9.1K	+18.20%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.08%	58.84K	2.31M	-1.12K	-1.87%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.07%	58.27K	2.29M	493	+0.85%
Sep 30, 2025	LITTLEJOHN FINANCIAL SERVICES, INC.	0.07%	54.42K	2.14M	927	+1.73%
Sep 30, 2025	ELCO MANAGEMENT CO., LLC	0.07%	52.9K	2.08M	-5.3K	-9.11%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.07%	52.47K	2.06M	-89	-0.17%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.07%	52.3K	2.05M	4.44K	+9.28%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.07%	51.78K	2.03M	-8.3M	-99.38%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.06%	46.5K	1.83M	765	+1.67%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.06%	45.14K	1.77M	-1.79K	-3.82%
Sep 30, 2025	BEAM WEALTH ADVISORS, INC.	0.06%	44.42K	1.74M	77	+0.17%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.06%	44.28K	1.74M	-12.09K	-21.44%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	148.21K	5.82M	148.21K	+100.00%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.09%	73.82K	2.9M	-8.09K	-9.88%
Sep 30, 2025	MORGAN STANLEY	5.01%	3.91M	153.56M	-517.1K	-11.68%
Sep 30, 2025	LPL FINANCIAL LLC	4.26%	3.32M	130.47M	-3.53K	-0.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.78%	2.17M	85.22M	-287.08K	-11.68%
Sep 30, 2025	SUMITOMO LIFE INSURANCE CO	2.19%	1.71M	67.13M	1.71M	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.17%	1.69M	66.51M	229K	+15.65%
Sep 30, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	2.12%	1.65M	64.86M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.59%	1.24M	48.83M	-108.14K	-8.00%
Sep 30, 2025	UBS GROUP AG	1.47%	1.15M	45.02M	-86.8K	-7.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.3%	1.01M	39.52M	280.02K	+38.24%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.24%	969.52K	38.06M	13.29K	+1.39%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.04%	809.66K	31.79M	-12.87K	-1.57%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	515.38K	20.23M	-109.67K	-17.55%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.63%	490.4K	19.25M	150.17K	+44.14%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	467.2K	18.34M	-109.84K	-19.04%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.57%	447.52K	17.57M	-81.94K	-15.48%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	625.05K	24.34M	44.83K	+7.73%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.37%	292.6K	11.4M	34.38K	+13.32%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	210.88K	8.21M	-155.69K	-42.47%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.22%	174.77K	6.81M	-46.86K	-21.14%
Jun 30, 2025		0.17%	131.73K	5.13M	31.91K	+31.97%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.12%	94.97K	3.7M	26.34K	+38.37%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	92.59K	3.61M	-11.92K	-11.40%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	91.53K	3.56M	5.06K	+5.85%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.11%	87.77K	3.42M	12.85K	+17.15%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.11%	83.63K	3.26M	10.05K	+13.67%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.05%	822.53K	32.03M	39.83K	+5.09%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.53%	417.86K	16.27M	2.27K	+0.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.52%	410.9K	160.02K	300	+0.07%
Jun 30, 2025	SIMS INVESTMENT MANAGEMENT, LLC	0.46%	361.56K	14.08M	14.1K	+4.06%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	340.23K	13.25M	17.86K	+5.54%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	332.47K	12.95M	143.05K	+75.52%
Jun 30, 2025	COMPASS FINANCIAL SERVICES INC	0.17%	131.73K	5.13M	31.91K	+31.97%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.1%	81.91K	3.19M	9.35K	+12.89%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.22%	172.53K	6.72M	20.73K	+13.66%
Jun 30, 2025	ECLECTIC ASSOCIATES INC /ADV	0.4%	314.1K	122.31K	314.1K	+100.00%
Jun 30, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.41%	319.27K	12.43M	-41.36K	-11.47%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.15%	120.41K	4.69M	4.41K	+3.81%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	10.62%	8.35M	17.91M	8.03M	+2,480.38%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.24%	185.7K	7.23M	180.42K	+3,414.42%
Jun 30, 2025	MORGAN STANLEY	5.63%	4.43M	172.44M	-492.7K	-10.01%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.17%	131.97K	5.14M	4.16K	+3.25%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.16%	125.2K	4.88M	4.15K	+3.43%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	240.63K	9.37M	9.13K	+3.94%
Jun 30, 2025	LPL FINANCIAL LLC	4.23%	3.33M	129.54M	-350.5K	-9.53%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	732.27K	28.52M	132.57K	+22.11%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.24%	186.78K	7.27M	44.56K	+31.33%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.27%	209.13K	8.14M	188.16K	+897.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	79.83K	3.11M	-3.45K	-4.14%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	80K	3.11M	-188.67K	-70.23%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	81.8K	3.19M	-2K	-2.38%
Jun 30, 2025	JANE STREET GROUP, LLC	0.29%	226.86K	8.83M	130.73K	+135.98%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	229.68K	8.94M	17.06K	+8.02%
Jun 30, 2025	GLOBAL X JAPAN CO., LTD.	1.07%	840.76K	32.74M	131.16K	+18.48%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	956.23K	37.24M	84.7K	+9.72%
Jun 30, 2025	UBS GROUP AG	1.57%	1.23M	48.04M	102.7K	+9.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.72%	1.35M	52.64M	-127.25K	-8.60%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.86%	1.46M	57.01M	183.86K	+14.37%
Jun 30, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	2.1%	1.65M	64.33M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.12%	2.46M	95.71M	-948.36K	-27.84%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.12%	98.21K	3.82M	14.57K	+17.42%
Jun 30, 2025	XML FINANCIAL, LLC	0.14%	109.13K	4.25M	109.13K	+100.00%
Jun 30, 2025	BETA WEALTH GROUP, INC.	0.15%	116.93K	4.55M	90.85K	+348.42%
Jun 30, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.18%	145.34K	5.66M	145.34K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.2%	153.58K	5.97M	27.61K	+21.91%
Jun 30, 2025	JUNCTURE WEALTH STRATEGIES, LLC	0.2%	155.02K	6.04M	4.88K	+3.25%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.67%	529.45K	20.62M	-9.58K	-1.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	577.05K	22.47M	-14.59K	-2.47%
Mar 31, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	2.08%	1.65M	65.24M	0	0
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.28%	221.63K	8.75M	65.76K	+42.19%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	231.5K	9.14M	11.46K	+5.21%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.32%	258.22K	10.18M	168.68K	+188.39%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	1.28M	50.45M	447.92K	+53.85%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.86%	1.48M	58.41M	-56.83K	-3.70%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	83.8K	3.31M	35.97K	+75.19%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.15%	121.05K	4.78M	24.67K	+25.59%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.18%	145.61K	5.75M	42.8K	+41.63%
Mar 31, 2025	JUNCTURE WEALTH STRATEGIES, LLC	0.19%	150.14K	5.93M	1.25K	+0.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.19%	151.8K	5.99M	-2.15K	-1.40%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.41%	323.64K	13.14M	-91.2K	-21.98%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.52%	415.59K	17.41M	2.4K	+0.58%
Mar 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.1%	79.09K	3.12M	1.57K	+2.03%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.1%	83.28K	3.29M	4.83K	+6.16%
Mar 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.12%	98.74K	3.9M	2.73K	+2.84%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	104.51K	4.13M	49.21K	+89.00%
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.16%	127.82K	5.05M	-5.29K	-3.98%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.23%	186.19K	7.35M	186.19K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.41%	322.37K	12.73M	-3.12K	-0.96%
Mar 31, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.45%	360.62K	14.24M	35.74K	+11.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.46%	366.58K	14.48M	90.11K	+32.59%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.68%	539.03K	21.29M	81.84K	+17.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.1%	871.53K	34.42M	140.96K	+19.29%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.09%	74.92K	2.96M	-4.08K	-5.16%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.1%	75.95K	3M	1.28K	+1.71%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.34%	268.67K	10.61M	73.51K	+37.66%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	580.21K	22.91M	-13.42K	-2.26%
Mar 31, 2025	ROYAL BANK OF CANADA	0.74%	591.64K	23.36M	6.67K	+1.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.75%	599.69K	23.68M	223.65K	+59.48%
Mar 31, 2025	GLOBAL X JAPAN CO., LTD.	0.89%	709.6K	28.02M	317.28K	+80.87%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.98%	782.7K	30.91M	74.92K	+10.58%
Mar 31, 2025	MORGAN STANLEY	6.19%	4.92M	194.33M	668.53K	+15.72%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.52%	410.6K	162.13K	-47.8K	-10.43%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.11%	83.64K	3.3M	83.64K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.11%	86.48K	3.42M	4.43K	+5.39%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.24%	189.42K	7.48M	-2.45K	-1.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.29%	3.41M	134.51M	573.75K	+20.26%
Mar 31, 2025	LPL FINANCIAL LLC	4.63%	3.68M	145.21M	103.74K	+2.90%
Mar 31, 2025	JANE STREET GROUP, LLC	0.12%	96.13K	3.8M	96.13K	+100.00%
Mar 31, 2025		0.13%	99.82K	3.94M	4.13K	+4.32%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.15%	115.99K	4.58M	6.41K	+5.85%
Mar 31, 2025	WJ WEALTH MANAGEMENT, LLC	0.15%	116.88K	4.62M	-111.48K	-48.82%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.16%	125.97K	4.95M	19.98K	+18.85%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.18%	142.22K	5.62M	9.81K	+7.41%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.26%	207.85K	8.21M	-10.24K	-4.70%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	212.62K	8.4M	13.12K	+6.58%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.36%	282.68K	11.15M	282.68K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.42%	1.13M	44.66M	35.62K	+3.25%
Mar 31, 2024	RIVERFRONT INVESTMENT GROUP, LLC	0.14%	100.11K	4.08M	-1.77K	-1.74%
Mar 31, 2024	RIVER STREET ADVISORS LLC	0.15%	105.33K	4.3M	-1.98K	-1.84%
Mar 31, 2024	JUNCTURE WEALTH STRATEGIES, LLC	0.17%	120.43K	4.91M	13.81K	+12.95%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.18%	129.61K	5.29M	4.58K	+3.67%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	136.24K	5.56M	159	+0.12%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.2%	144.3K	5.89M	7.92K	+5.81%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	195.86K	7.99M	195.86K	+100.00%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.33%	230.39K	9.4M	-81.51K	-26.13%
Mar 31, 2024	GLOBAL X JAPAN CO., LTD.	0.35%	244.41K	9.65M	0	0
Mar 31, 2024	OLD SECOND NATIONAL BANK OF AURORA	0.39%	275.14K	11.22M	692	+0.25%
Mar 31, 2024	CAERUS INVESTMENT ADVISORS, LLC	0.4%	279.88K	11.42M	-2.15K	-0.76%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	52.02K	2.12M	17.56K	+50.96%
Mar 31, 2024	CETERA ADVISORS LLC	0.07%	51.23K	2.09M	32.3K	+170.59%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.42%	293.57K	11.98M	-425.88K	-59.20%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.54%	380.33K	15.51M	324.88K	+585.90%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.55%	381.99K	15.58M	17.46K	+4.79%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.57%	402.25K	16.41M	270.1K	+204.39%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.37%	974.22K	39.74M	-26.49K	-2.65%
Mar 31, 2024	BEAM WEALTH ADVISORS, INC.	0.07%	50.42K	2.06M	3.91K	+8.41%
Mar 31, 2024	UNIPLAN INVESTMENT COUNSEL, INC.	0.1%	69.47K	2.83M	-11.35K	-14.04%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.21%	147.3K	6.01M	51.34K	+53.50%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.22%	150.45K	6.14M	30.42K	+25.34%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.22%	152.94K	6.24M	-660	-0.43%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.24%	168.88K	6.89M	26.96K	+19.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.27%	188.74K	7.7M	22.47K	+13.51%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.08%	57.45K	2.34M	28.51K	+98.52%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.66%	470.37K	19.19M	-3.26K	-0.69%
Mar 31, 2024	ROYAL BANK OF CANADA	1.01%	719.03K	29.33M	-36.33K	-4.81%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	1.04%	724.11K	29.54M	3.64K	+0.51%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.1%	781.06K	31.86M	-13.77K	-1.73%
Mar 31, 2024	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	52.42K	2.14M	-3.41K	-6.11%
Mar 31, 2024	OVERSEA-CHINESE BANKING CORP LTD	0.06%	45.25K	1.85M	-3.38K	-6.95%
Mar 31, 2024	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.06%	46K	1.84M	10.62K	+30.01%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.07%	48.19K	1.97M	24.14K	+100.37%
Mar 31, 2024	1900 WEALTH MANAGEMENT LLC	0.07%	46.75K	1.91M	-2.24K	-4.57%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.11%	73.68K	3.01M	49.65K	+206.59%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.11%	75.58K	3.04M	24.1K	+46.82%
Mar 31, 2024	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	76.23K	3.11M	-398	-0.52%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.11%	80.27K	3.27M	-1.71K	-2.09%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.51%	362.21K	14.77M	57.84K	+19.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.33%	944.24K	38.52M	500.92K	+112.99%
Mar 31, 2024	UBS GROUP AG	1.37%	969.97K	39.57M	-311.5K	-24.31%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.76%	1.96M	79.76M	119.08K	+6.48%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	3.71%	2.63M	1.07M	2.63M	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	3.86%	2.74M	111.61M	401.71K	+17.21%
Mar 31, 2024	MORGAN STANLEY	5.1%	3.62M	147.5M	-104.94K	-2.82%
Mar 31, 2024	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	6.47%	4.52M	184.25M	0	0
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.09%	60.81K	2.48M	-46.9K	-43.54%
Mar 31, 2024	ELCO MANAGEMENT CO., LLC	0.09%	62.6K	2.55M	-1.6K	-2.49%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	63.82K	2.6M	-6.16K	-8.81%
Mar 31, 2024	SIGMA PLANNING CORP	0.09%	64.59K	2.63M	53.52K	+483.45%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.09%	64.94K	2.65M	1.61K	+2.54%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.1%	67.99K	2.77M	19.27K	+39.54%
Mar 31, 2024	AVANTAX PLANNING PARTNERS, INC.	0.1%	71.14K	2.9M	-3.87K	-5.15%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.12%	84.53K	3.45M	8K	+10.45%
Mar 31, 2024	XML FINANCIAL, LLC	0.12%	85.82K	3.5M	-6.74K	-7.28%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.13%	92.3K	3.77M	-11.35K	-10.95%
Mar 31, 2024	STONECREST WEALTH MANAGEMENT, INC.	0.13%	91.91K	3.75M	8.88K	+10.69%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.13%	93.87K	3.83M	29.15K	+45.03%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.31%	214.8K	8.47M	-13.1K	-5.75%
Dec 31, 2023	CAERUS INVESTMENT ADVISORS, LLC	0.41%	282.04K	11.12M	-114.78K	-28.93%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.44%	304.37K	12M	50.75K	+20.01%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.45%	311.9K	12.3M	123K	+65.11%
Dec 31, 2023	HAMILTON WEALTH, LLC	0.47%	323.77K	12.77M	-11.49K	-3.43%
Dec 31, 2023		0.11%	76.63K	3.02M	76.63K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.54%	367.78K	14.51M	367.15K	+58,185.10%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.65%	443.32K	17.48M	-143.54K	-24.46%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.69%	473.63K	18.68M	-127.01K	-21.15%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	1.05%	719.45K	28.38M	96.18K	+15.43%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	1.05%	720.46K	28.42M	-43.32K	-5.67%
Dec 31, 2023	ROYAL BANK OF CANADA	1.1%	755.36K	29.79M	-9.37K	-1.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.16%	794.82K	31.36M	96.04K	+13.74%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.46%	1M	39.47M	-231.77K	-18.81%
Dec 31, 2023	UBS GROUP AG	1.87%	1.28M	50.54M	71.1K	+5.87%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.68%	1.84M	72.42M	3.72K	+0.20%
Dec 31, 2023	LPL FINANCIAL LLC	3.4%	2.33M	92.07M	-31.12K	-1.32%
Dec 31, 2023	MORGAN STANLEY	5.42%	3.72M	146.75M	-28.17K	-0.75%
Dec 31, 2023	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	6.58%	4.52M	178.15M	0	0
Dec 31, 2023	WEDBUSH SECURITIES INC	0.09%	63.33K	2.5M	7.5K	+13.43%
Dec 31, 2023	ELCO MANAGEMENT CO., LLC	0.09%	64.2K	2.53M	-400	-0.62%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.09%	64.73K	2.55M	-2.34K	-3.49%
Dec 31, 2023	JANE STREET GROUP, LLC	0.1%	67.1K	2.65M	67.1K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.1%	69.98K	2.76M	-1.47K	-2.06%
Dec 31, 2023	AVANTAX PLANNING PARTNERS, INC.	0.11%	75.01K	2.96M	75.01K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.11%	76.54K	3.03M	-11.57K	-13.13%
Dec 31, 2023	UNIPLAN INVESTMENT COUNSEL, INC.	0.12%	80.82K	3.19M	-5.94K	-6.85%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0.12%	81.98K	3.23M	5.79K	+7.61%
Dec 31, 2023	XML FINANCIAL, LLC	0.13%	92.56K	3.65M	-37.66K	-28.92%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.14%	95.96K	3.78M	65.83K	+218.51%
Dec 31, 2023	RIVERFRONT INVESTMENT GROUP, LLC	0.15%	101.89K	4.02M	59.78K	+141.99%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.15%	103.65K	4.09M	84.05K	+428.84%
Dec 31, 2023	JUNCTURE WEALTH STRATEGIES, LLC	0.16%	106.62K	4.21M	12.37K	+13.12%
Dec 31, 2023	RIVER STREET ADVISORS LLC	0.16%	107.31K	4.23M	-6.13K	-5.40%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.16%	107.71K	4.25M	-7.65K	-6.63%
Dec 31, 2023	TCG ADVISORY SERVICES, LLC	0.17%	120.04K	4.73M	39.86K	+49.71%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.18%	125.03K	4.93M	-6.2K	-4.72%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	132.15K	5.21M	10.47K	+8.60%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	136.08K	5.37M	17.02K	+14.29%
Dec 31, 2023	THRIVE CAPITAL MANAGEMENT, LLC	0.2%	136.14K	5.37M	755	+0.56%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.2%	136.38K	5.38M	7.38K	+5.72%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.21%	141.92K	5.6M	0	0
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.22%	153.6K	6.06M	10.71K	+7.49%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.24%	166.28K	6.56M	-3.29K	-1.94%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.25%	170.12K	6.79M	1.98K	+1.18%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.3%	202.5K	7.99M	137.9K	+213.45%
Dec 31, 2023	RICHARD P SLAUGHTER ASSOCIATES INC	0.31%	211.64K	8.35M	8.27K	+4.07%
Dec 31, 2023	OLD SECOND NATIONAL BANK OF AURORA	0.4%	274.45K	10.82M	-41.84K	-13.23%

Frequently Asked Questions