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

Who are the major shareholders selling Principal Active High Yield ETF stock?

DAVENPORT & CO LLC, in the last quarter, reduced its stake in YLD by -10.91% restricting it's holding to 18.62 thousand shares of worth nearly $355.35K. COMMONWEALTH EQUITY SERVICES, LLC also lessened -90% of the YLD shares from its portfolio, reducing its holding to 12.62 thousand shares of worth $240.79K. MANSKE WEALTH MANAGEMENT also shunned YLD shares holding by -1.83% last quarter which brought its holding to 174.48 thousand shares worth $3.33M.

Investors who are buying YLD stock?

As per its latest 13F filing, FIFTH THIRD SECURITIES, INC. increased its stake in YLD by 40.71% in the last quarter. The institutional holder raised its holding to 99.98 thousand shares having worth more than $1.91M. IAG WEALTH PARTNERS, LLC also added 11,314.3% more shares of YLD to its portfolio, raising its holding to 87.78 thousand shares of worth $1.67M. AMERIPRISE FINANCIAL INC also increased its YLD shares holding by 39.22% which brought its holding to 2.09 million shares worth $39.82M.

YLD's major insiders: who are they?

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

Did an insider recently sell YLD stock?

Company executives, directors, and other insiders own N/A percent of Principal Active High Yield ETF's stock. Within the last six months, there have been 0 transaction(s) in which YLD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased YLD stock?

There have been 0 transaction(s) during the past 6-months in which Principal Active High Yield ETF insiders have bought stock, totalling 0 shares

How much of YLD does insiders own?

Around 0 Principal Active High Yield ETF shares are held by insiders, which represents about N/A of YLD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in YLD?

DAVENPORT & CO LLC is the largest institutional owner in YLD which holds 18.62 thousand shares worth $355.35K or 0.06% of the total YLD shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 12.62 thousand shares representing 0.04% of the YLD ownership. MANSKE WEALTH MANAGEMENT is the third largest stakeholder with 174.48 thousand shares or 0.57% of the ownership worth more than $3.33M.

Is Principal Active High Yield 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 YLD is concerned, it is a stock which is optionable.

Is there a short position on YLD's shares?

Number of YLD 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 YLD shares are there?

As of today, null shares of YLD are outstanding.

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

YLD 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 YLD is null.

Principal Active High Yield ETF (YLD) 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. DAVENPORT & CO LLC is the top corporate investor, holding 18.62K shares valued at $355.35K. A 0.06% stake in Principal Active High Yield ETF is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 12.62K shares valued at $240.79K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	DAVENPORT & CO LLC	0.06%	18.62K	355.35K	-2.28K	-10.91%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	12.62K	240.79K	-113.62K	-90.00%
Jun 30, 2026	MANSKE WEALTH MANAGEMENT	0.57%	174.48K	3.33M	-3.26K	-1.83%
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	0.33%	99.98K	1.91M	28.93K	+40.71%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.29%	87.78K	1.67M	87.01K	+11,314.30%
Jun 30, 2026	CERITY PARTNERS LLC	0.06%	19.28K	367.84K	-675	-3.38%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.26%	78.07K	1.49M	-3.53K	-4.33%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.16%	48.88K	933.16K	0	0
Jun 30, 2026	AMERIPRISE FINANCIAL INC	6.86%	2.09M	39.82M	587.91K	+39.22%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	6.32%	1.92M	36.64M	421.34K	+28.11%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.85%	866.01K	16.52M	144.05K	+19.95%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.12%	35.52K	677.76K	-1.17K	-3.20%
Jun 30, 2026	GREENLINE WEALTH MANAGEMENT LLC	0.13%	38.44K	733.42K	6.4K	+19.96%
Jun 30, 2026	ROYAL BANK OF CANADA	1.21%	367.33K	7.01M	-61.6K	-14.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.86%	260.64K	4.97M	152.16K	+140.26%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.34%	104.01K	1.98M	39.13K	+60.31%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	79.16K	1.51M	12.58K	+18.90%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.09%	25.87K	493.64K	-2.67K	-9.34%
Jun 30, 2026	TRANSCENDENT CAPITAL GROUP LLC	0.11%	33.06K	630.78K	2.82K	+9.31%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.01%	3.06K	58.37K	3.06K	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	3.24K	61.86K	-6	-0.18%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	3.78K	72.03K	-69	-1.80%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	4.31K	82.2K	4.31K	+100.00%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.02%	6.2K	118.2K	6.2K	+100.00%
Jun 30, 2026	SIGMA PLANNING CORP	0.04%	10.57K	201.62K	10.57K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.04%	10.77K	205.46K	-1.89K	-14.90%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	11.01K	209.98K	-3.75K	-25.40%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.04%	11.4K	217.46K	-66	-0.58%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.37%	112.61K	2.15M	43.05K	+61.89%
Jun 30, 2026	NICOLET BANKSHARES INC	0.47%	143.2K	2.72M	-411.77K	-74.20%
Jun 30, 2026	US BANCORP \DE\	1%	303.33K	5.79M	28.8K	+10.49%
Jun 30, 2026	JPMORGAN CHASE & CO	1%	303.53K	5.79M	5.8K	+1.95%
Jun 30, 2026	BLUESTEM WEALTH PARTNERS, LLC	1.09%	330.21K	6.3M	32.36K	+10.86%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.22%	353.08K	6.74M	3.51K	+1.00%
Jun 30, 2026	MCADAM, LLC	1.44%	437.03K	8.34M	215.86K	+97.60%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.71%	518.55K	9.89M	-2.13K	-0.41%
Jun 30, 2026	BALANCED WEALTH GROUP LLC	2.83%	860.4K	16.42M	37.33K	+4.54%
Jun 30, 2026	AMERITAS INVESTMENT PARTNERS, INC.	3.13%	950.58K	18.14M	40.4K	+4.44%
Jun 30, 2026	AJ ADVISORS, LLC	0.26%	77.94K	1.49M	77.94K	+100.00%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.79%	240.53K	4.61M	-9	0.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.24%	72.64K	1.39M	3.36K	+4.85%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	70.65K	1.35M	23.82K	+50.87%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	48.98K	934K	4.83K	+10.93%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.11%	34.88K	665.44K	4.59K	+15.15%
Jun 30, 2026	GALLAGHER FIDUCIARY ADVISORS, LLC	0.11%	34.45K	657.37K	4.74K	+15.94%
Jun 30, 2026	VERUS CAPITAL PARTNERS, LLC	0.04%	11.68K	222.78K	0	0
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.06%	17.92K	341.82K	17.92K	+100.00%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	3.66%	1.11M	21.23M	41.77K	+3.90%
Jun 30, 2026	LPL FINANCIAL LLC	5.02%	1.53M	29.13M	186.56K	+13.92%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	10.7%	3.25M	61.89M	128.26K	+4.10%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	14.26%	4.33M	82.7M	1.45M	+50.08%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	15.81%	4.81M	91.73M	1.47M	+44.11%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC / MO	0.06%	17.74K	338.51K	-591	-3.22%
Jun 30, 2026	MILESTONES PRIVATE INVESTMENT ADVISORS LLC	0.07%	22.31K	425.75K	1.09K	+5.14%
Jun 30, 2026	IFP ADVISORS, INC	0.08%	23.57K	449.64K	1.14K	+5.09%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.08%	25.39K	484.36K	-2.58K	-9.22%
Jun 30, 2026		0.06%	17.74K	338.51K	-591	-3.22%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	16.06K	306.42K	5	+0.03%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	14.82K	283K	0	0
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.04%	12.93K	246.67K	-155	-1.18%
Jun 30, 2026	CITADEL ADVISORS LLC	0.06%	18.15K	346.36K	-7.98K	-30.53%
Mar 31, 2026	CERITY PARTNERS LLC	0.07%	19.95K	378.33K	858	+4.49%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	0.04%	11.68K	221.38K	-4.84K	-29.31%
Mar 31, 2026	AMERITAS INVESTMENT PARTNERS, INC.	3%	910.18K	17.26M	29.54K	+3.35%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.09%	27.96K	530.19K	27.96K	+100.00%
Mar 31, 2026		0.06%	18.33K	347.59K	3.23K	+21.41%
Mar 31, 2026	MARINER, LLC	0.07%	20.35K	385.91K	20.35K	+100.00%
Mar 31, 2026	DAVENPORT & CO LLC	0.07%	20.9K	396.33K	-3.97K	-15.95%
Mar 31, 2026	IFP ADVISORS, INC	0.07%	22.42K	425.16K	4.84K	+27.50%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.23%	69.56K	1.32M	59.51K	+592.59%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.23%	71.05K	1.35M	9.2K	+14.88%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	10	190	0	0
Mar 31, 2026	UBS GROUP AG	0%	264	5.01K	264	+100.00%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0%	769	14.58K	769	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	902	17.1K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	1.24K	23.57K	1.24K	+100.00%
Mar 31, 2026	FIRST COMMUNITY TRUST NA	0.01%	1.34K	25.35K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	2.09K	39.26K	2.09K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	3.25K	61.58K	3.25K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	3.84K	72.38K	-330	-7.91%
Mar 31, 2026	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.03%	8.37K	158.7K	1.27K	+17.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	10.07K	190.93K	10.07K	+100.00%
Mar 31, 2026	MCADAM, LLC	0.73%	221.17K	4.19M	24.57K	+12.49%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.15%	349.58K	6.63M	-70.18K	-16.72%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.04%	11.46K	217.35K	-161	-1.39%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	12.65K	239.91K	-13.98K	-52.48%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.04%	13.08K	248.05K	308	+2.41%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.05%	14.75K	279.7K	-939	-5.98%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	14.82K	281K	-150	-1.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.1%	30.29K	574.25K	3.41K	+12.67%
Mar 31, 2026	HOBART PRIVATE CAPITAL, LLC	0.12%	36.7K	695.77K	88	+0.24%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	44.15K	837K	5.65K	+14.68%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	46.83K	887.8K	2.5K	+5.64%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.16%	48.88K	916.05K	8.97K	+22.46%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.21%	64.88K	1.23M	3.31K	+5.37%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	66.58K	1.26M	36.58K	+121.92%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.23%	69.28K	1.31M	10.31K	+17.49%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.27%	81.6K	1.55M	-10.03K	-10.95%
Mar 31, 2026	BALANCED WEALTH GROUP LLC	2.71%	823.07K	15.61M	110.77K	+15.55%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.09%	28.54K	541.07K	-102	-0.36%
Mar 31, 2026	GALLAGHER FIDUCIARY ADVISORS, LLC	0.1%	29.72K	563.41K	3.41K	+12.95%
Mar 31, 2026	TRANSCENDENT CAPITAL GROUP LLC	0.1%	30.24K	573.42K	16.83K	+125.38%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	3.53%	1.07M	20.3M	98.94K	+10.18%
Mar 31, 2026	LPL FINANCIAL LLC	4.42%	1.34M	25.41M	-24.56K	-1.80%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	4.94%	1.5M	28.42M	696.98K	+86.89%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	9.53%	2.89M	54.76M	576.7K	+24.95%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	10.31%	3.13M	58.92M	132.49K	+4.43%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	11%	3.34M	63.26M	464.3K	+16.17%
Mar 31, 2026	ROYAL BANK OF CANADA	1.41%	428.93K	8.13M	1.73K	+0.41%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.05%	16.05K	304.4K	3	+0.02%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.08%	22.8K	432.33K	22.8K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.09%	26.13K	495.43K	-12.29K	-31.98%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	108.49K	2.06M	-29.57K	-21.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	126.24K	2.39M	12.77K	+11.25%
Mar 31, 2026	US BANCORP \DE\	0.91%	274.53K	5.21M	16.27K	+6.30%
Mar 31, 2026	JPMORGAN CHASE & CO	0.98%	297.73K	5.58M	-76.49K	-20.44%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.98%	297.85K	5.65M	17.66K	+6.30%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.72%	520.68K	9.87M	215.41K	+70.57%
Mar 31, 2026	NICOLET BANKSHARES INC	1.83%	554.97K	10.46M	491.87K	+779.42%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.38%	721.96K	13.69M	10.29K	+1.45%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	5.75%	1.5M	28.42M	17.79K	+1.20%
Dec 31, 2025	ELEVATUS WELATH MANAGEMENT	0.44%	107.02K	2.03M	96.44K	+911.41%
Dec 31, 2025	US BANCORP \DE\	1.07%	258.26K	4.91M	-18.32K	-6.62%
Dec 31, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.03%	7.1K	134.99K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	9.21K	174.95K	-1.06K	-10.28%
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	4.03%	971.85K	18.47M	38.51K	+4.13%
Dec 31, 2025	LPL FINANCIAL LLC	5.64%	1.36M	25.93M	-337.8K	-19.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.55%	2.31M	43.93M	695.61K	+43.05%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	11.87%	2.87M	54.58M	759.23K	+35.93%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	12.4%	2.99M	56.79M	122.6K	+4.27%
Dec 31, 2025	TRANSCENDENT CAPITAL GROUP LLC	0.06%	13.42K	255.02K	13.42K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.94%	711.67K	13.53M	-36.47K	-4.87%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	138.06K	2.62M	39.75K	+40.44%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.32%	802.12K	15.24M	148.42K	+22.70%
Dec 31, 2025	BALANCED WEALTH GROUP LLC	2.95%	712.3K	13.79M	712.3K	+100.00%
Dec 31, 2025	NICOLET ADVISORY SERVICES, LLC	1.79%	433.3K	8.27M	-106.24K	-19.69%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.73%	419.75K	7.98M	24.39K	+6.17%
Dec 31, 2025	JPMORGAN CHASE & CO	1.54%	374.22K	7.11M	-101.23K	-21.29%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.26%	305.26K	5.8M	217.25K	+246.85%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.07%	16.16K	307.08K	-6.44K	-28.48%
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.07%	16.52K	313.92K	-4K	-19.51%
Dec 31, 2025	IFP ADVISORS, INC	0.07%	17.59K	334.24K	12.25K	+229.41%
Dec 31, 2025	DAVENPORT & CO LLC	0.1%	24.87K	472.69K	-505	-1.99%
Dec 31, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.11%	26.31K	500.02K	9.85K	+59.79%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.11%	26.63K	506.11K	-7.77K	-22.58%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.11%	26.88K	510.9K	11.2K	+71.44%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	30K	570.15K	11.94K	+66.09%
Dec 31, 2025		0.08%	18.67K	354.73K	-1.27K	-6.37%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.15%	36.61K	695.74K	-15.77K	-30.11%
Dec 31, 2025	CITADEL ADVISORS LLC	0.16%	38.42K	730.13K	38.42K	+100.00%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	39.92K	758.22K	8.28K	+26.17%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	44.33K	842.4K	3.68K	+9.04%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.24%	58.97K	1.12M	16.49K	+38.83%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.26%	61.57K	1.17M	28.99K	+88.97%
Dec 31, 2025	NICOLET BANKSHARES INC	0.26%	63.11K	1.2M	7.49K	+13.46%
Dec 31, 2025	AJ ADVISORS, LLC	0.31%	74.02K	1.41M	-14.95K	-16.80%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.38%	91.64K	1.74M	-129.24K	-58.51%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.43%	104.19K	1.98M	104.19K	+100.00%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	1.16%	280.19K	5.33M	12.43K	+4.64%
Dec 31, 2025	MCADAM, LLC	0.81%	196.6K	3.74M	25.35K	+14.80%
Dec 31, 2025	ROYAL BANK OF CANADA	1.77%	427.2K	8.12M	38.2K	+9.82%
Dec 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.67%	161.11K	3.06M	4.42K	+2.82%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.26%	61.85K	1.18M	3.86K	+6.65%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.12%	28.64K	544.29K	1.37K	+5.02%
Dec 31, 2025	CERITY PARTNERS LLC	0.08%	19.1K	362.92K	19.1K	+100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.05%	12.78K	242.79K	428	+3.47%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	3.64%	880.65K	16.74M	54.54K	+6.60%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	11.62K	220.92K	-12.01K	-50.81%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.04%	10.04K	190.87K	-17.2K	-63.14%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	18K	342.11K	-16.09K	-47.19%
Dec 31, 2025	JANE STREET GROUP, LLC	0.65%	157.29K	2.99M	157.29K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	38.5K	732K	3.16K	+8.94%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.07%	16.05K	305.06K	16.05K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	14.97K	285K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	6.12%	1.48M	28.15M	425.69K	+40.33%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.81%	194.51K	3.7M	-17.2K	-8.12%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	113.47K	2.16M	33.78K	+42.39%
Sep 30, 2025		0.09%	19.93K	387.7K	-870	-4.18%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	4.35%	933.33K	18.15M	-4.49K	-0.48%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.84%	395.36K	7.69M	119.11K	+43.12%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.03%	220.87K	4.3M	106.41K	+92.97%
Sep 30, 2025	NICOLET BANKSHARES INC	0.26%	55.62K	1.08M	11.59K	+26.32%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.24%	52.38K	1.02M	321	+0.62%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	40.65K	790.61K	15.85K	+63.91%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	3.85%	826.1K	16.07M	51.88K	+6.70%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.49%	748.14K	14.55M	156.28K	+26.40%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	1.25%	267.77K	5.21M	38.23K	+16.65%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.99%	211.71K	4.12M	10.36K	+5.15%
Sep 30, 2025	MCADAM, LLC	0.8%	171.25K	3.33M	25.14K	+17.20%
Sep 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.73%	156.68K	3.05M	1.7K	+1.10%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.41%	88.01K	1.71M	-5.38K	-5.76%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	79.7K	1.55M	37.37K	+88.30%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.27%	58K	1.13M	58K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.2%	42.48K	826.11K	-5.49K	-11.45%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.18%	37.98K	738.6K	12.71K	+50.32%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	35.34K	687K	-24.69K	-41.12%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	34.4K	668.96K	3.21K	+10.31%
Sep 30, 2025	BRUESKE ADVISORY SERVICES, LLC	0.15%	32.14K	625.16K	2.07K	+6.88%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.15%	31.64K	614.57K	-483	-1.50%
Sep 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.08%	16.47K	320.24K	16.47K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.07%	15.68K	304.97K	15.68K	+100.00%
Sep 30, 2025	OAK HILL WEALTH ADVISORS, LLC	0.07%	15K	291.78K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	14.97K	291K	-234	-1.54%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.15%	32.58K	633.68K	-30.17K	-48.08%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.05%	653.7K	12.71M	409.82K	+168.04%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	34.09K	662.96K	-4.75K	-12.24%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.06%	12.35K	240.14K	927	+8.12%
Sep 30, 2025	ELEVATUS WELATH MANAGEMENT	0.05%	10.58K	205.78K	10.58K	+100.00%
Sep 30, 2025	NICOLET ADVISORY SERVICES, LLC	2.52%	539.54K	10.42M	20.64K	+3.98%
Sep 30, 2025	ROYAL BANK OF CANADA	1.81%	389K	7.57M	100.72K	+34.94%
Sep 30, 2025	US BANCORP \DE\	1.29%	276.58K	5.38M	5.27K	+1.94%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.61%	129.84K	2.47M	129.84K	+100.00%
Sep 30, 2025	MARINER, LLC	0.54%	116.41K	2.26M	25.87K	+28.57%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	98.3K	1.91M	15.12K	+18.18%
Sep 30, 2025	AJ ADVISORS, LLC	0.41%	88.97K	1.73M	-5.89K	-6.21%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.13%	27.27K	530.38K	2.43K	+9.76%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.13%	27.24K	529.86K	-3.62K	-11.72%
Sep 30, 2025	DAVENPORT & CO LLC	0.12%	25.38K	493.56K	4.67K	+22.55%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	23.63K	459.61K	11.85K	+100.50%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	22.59K	439.42K	5K	+28.44%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.1%	20.52K	399.12K	1.65K	+8.72%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	18.06K	351.31K	16.75K	+1,279.91%
Sep 30, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.03%	7.1K	138.15K	7.1K	+100.00%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	5.74K	111.6K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	5.24K	101.88K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	4.82K	93.77K	60	+1.26%
Sep 30, 2025	FIRST COMMUNITY TRUST NA	0.01%	2.11K	41.1K	0	0
Sep 30, 2025	UBS GROUP AG	0.01%	1.61K	31.22K	1.61K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	562	10.93K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	329	6.4K	0	0
Sep 30, 2025	FMR LLC	0%	14	28	0	0
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	13.39%	2.87M	55.57M	107.94K	+3.91%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	9.85%	2.11M	41.09M	670.16K	+46.45%
Sep 30, 2025	LPL FINANCIAL LLC	7.94%	1.7M	33.11M	290.27K	+20.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	7.54%	1.62M	31.43M	599.31K	+58.95%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	4.92%	1.06M	20.5M	1.06M	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	2.22%	475.45K	9.25M	37.15K	+8.48%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	17.59K	340.74K	3.92K	+28.69%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	83.18K	1.61M	-9.35K	-10.11%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	75.86K	1.47M	75.86K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	562	10.89K	3	+0.54%
Jun 30, 2025	MARINER, LLC	0.51%	90.54K	1.75M	67.15K	+287.11%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.65%	114.46K	2.22M	36.56K	+46.93%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.14%	201.35K	3.9M	79.85K	+65.72%
Jun 30, 2025	US BANCORP \DE\	1.54%	271.31K	5.26M	163.38K	+151.39%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	15.21K	295K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.07%	11.79K	228.3K	-578	-4.67%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.06%	11.42K	221.21K	11.42K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	11.26K	218.07K	11.26K	+100.00%
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	2.93K	56.74K	297	+11.28%
Jun 30, 2025	FIRST COMMUNITY TRUST NA	0.01%	2.11K	40.93K	-2.11K	-49.99%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.57%	276.25K	5.35M	13.82K	+5.27%
Jun 30, 2025	JPMORGAN CHASE & CO	2.49%	438.3K	8.49M	-181.85K	-29.32%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	4.4%	774.22K	15M	36.75K	+4.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.77%	1.02M	19.69M	417.59K	+69.71%
Jun 30, 2025	LPL FINANCIAL LLC	8.02%	1.41M	27.35M	20.54K	+1.48%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	15.69%	2.76M	53.24M	154.98K	+5.94%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	18.88K	365.61K	1.74K	+10.16%
Jun 30, 2025	DAVENPORT & CO LLC	0.12%	20.71K	401.12K	5.53K	+36.41%
Jun 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.12%	21.98K	418.68K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	24.8K	480.38K	3K	+13.76%
Jun 30, 2025		0.12%	20.8K	402.97K	20.8K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.18%	30.86K	597.78K	-8.26K	-21.11%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	31.18K	604K	12.7K	+68.76%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	32.12K	620.26K	6.13K	+23.56%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.22%	38.84K	752.33K	643	+1.68%
Jun 30, 2025	NICOLET BANKSHARES INC	0.25%	44.03K	852.92K	44.03K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.27%	47.97K	929.12K	8.72K	+22.21%
Jun 30, 2025	SYSTELLIGENCE, LLC	0%	0	-	-262.35K	-100.00%
Jun 30, 2025	CWM, LLC	0%	0	-	-2.13K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-41	-100.00%
Jun 30, 2025	FMR LLC	0%	14	263K	2	+16.67%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	113	2.18K	113	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	151	2.93M	1	+0.67%
Jun 30, 2025	OAK HILL WEALTH ADVISORS, LLC	0.09%	15K	287.59K	-3.11K	-17.15%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	4.76K	92.21M	4.76K	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.03%	5.24K	101.46K	5.24K	+100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	5.74K	111.15K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.14%	24.84K	481.23K	1.88K	+8.17%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.14%	25.26K	489.34K	25.26K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.53%	93.39K	1.81M	45.34K	+94.36%
Jun 30, 2025	AJ ADVISORS, LLC	0.54%	94.86K	1.84M	94.86K	+100.00%
Jun 30, 2025	MCADAM, LLC	0.83%	146.12K	2.83M	18.21K	+14.23%
Jun 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.88%	154.98K	3M	-41.85K	-21.26%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	329	6.37K	0	0
Jun 30, 2025	BRUESKE ADVISORY SERVICES, LLC	0.17%	30.08K	582.55K	30.08K	+100.00%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	1.3%	229.54K	4.45M	20.16K	+9.63%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.39%	243.88K	4.72M	1.04K	+0.43%
Jun 30, 2025	LEGACY CG, LLC	1.84%	324.13K	6.28M	-630	-0.19%
Jun 30, 2025	NICOLET ADVISORY SERVICES, LLC	2.95%	518.9K	9.94M	6.27K	+1.22%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	5.33%	937.83K	18.17M	8.29K	+0.89%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	8.19%	1.44M	27.94M	592.84K	+69.76%
Jun 30, 2025	ROYAL BANK OF CANADA	1.64%	288.28K	5.58M	47.6K	+19.78%
Jun 30, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0%	0	-	-10.28K	-100.00%
Jun 30, 2025	PSI ADVISORS, LLC	0%	0	-	-5.82K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-120.19K	-100.00%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0%	0	-	-403.42K	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	42.32K	820K	5.24K	+14.12%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.36%	591.86K	11.46M	11.56K	+1.99%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.36%	62.75K	1.22M	3.16K	+5.31%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	60.03K	1.16M	41.07K	+216.58%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.3%	52.06K	1.01M	766	+1.49%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	21.8K	415.29K	21.8K	+100.00%
Mar 31, 2025	FIRST COMMUNITY TRUST NA	0.03%	4.23K	80.49K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.04%	5.74K	109.31K	2.58K	+81.93%
Mar 31, 2025	PSI ADVISORS, LLC	0.04%	5.82K	110.95K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.08%	12.36K	235.54K	-863	-6.52%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	18.48K	352K	2.68K	+16.95%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	18.96K	361K	7.63K	+67.34%
Mar 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.14%	21.98K	418.68K	0	0
Mar 31, 2025	PFG INVESTMENTS, LLC	0.15%	22.97K	437.52K	-76	-0.33%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	26K	495.74K	14.88K	+133.88%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.23%	36.24K	695.07K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	37.09K	706K	9.07K	+32.35%
Mar 31, 2025	MCADAM, LLC	0.83%	127.91K	2.44M	29.48K	+29.95%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.57%	242.84K	4.63M	58.1K	+31.45%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.7%	262.43K	5M	262.43K	+100.00%
Mar 31, 2025	NICOLET ADVISORY SERVICES, LLC	3.31%	512.62K	9.44M	-30.08K	-5.54%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.75%	580.3K	11.05M	-42.04K	-6.76%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.25%	39.25K	747.71K	31.01K	+376.51%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.31%	48.05K	915.41K	11.19K	+30.34%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.25%	38.2K	727.65K	119	+0.31%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.25%	39.12K	745.19K	39.12K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	92.53K	1.76M	10.47K	+12.76%
Mar 31, 2025	US BANCORP \DE\	0.7%	107.92K	2.06M	107.92K	+100.00%
Mar 31, 2025	SYSTELLIGENCE, LLC	1.7%	262.35K	5M	-216.53K	-45.22%
Mar 31, 2025	EMPOWERED FUNDS, LLC	2.61%	403.42K	7.64M	403.42K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.87%	599.01K	11.41M	53.55K	+9.82%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	16.86%	2.61M	93.48M	77.97K	+3.08%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	2.63K	50.14K	485	+22.59%
Mar 31, 2025	FORTRESS WEALTH MANAGEMENT, INC.	0.07%	10.28K	195.81K	-15.01K	-59.35%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	13.67K	260.39K	-7.4K	-35.12%
Mar 31, 2025	DAVENPORT & CO LLC	0.1%	15.18K	289.2K	15.18K	+100.00%
Mar 31, 2025	MARINER, LLC	0.15%	23.39K	445.59K	10.2K	+77.29%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	64.13K	1.22M	64.13K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.5%	77.9K	1.48M	77.9K	+100.00%
Mar 31, 2025	LEGACY CG, LLC	2.1%	324.76K	6.19M	69.84K	+27.39%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	15.21K	290K	-1.05K	-6.46%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.11%	17.13K	326.4K	17.13K	+100.00%
Mar 31, 2025	OAK HILL WEALTH ADVISORS, LLC	0.12%	18.11K	344.93K	7.23K	+66.50%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.33%	51.29K	977.06K	-16.26K	-24.07%
Mar 31, 2025	JPMORGAN CHASE & CO	4.01%	620.15K	11.81M	36.8K	+6.31%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	4.77%	737.48K	14.05M	91.19K	+14.11%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	5.49%	849.82K	16.3M	600	+0.07%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	6.01%	929.54K	17.71M	49.08K	+5.57%
Mar 31, 2025	LPL FINANCIAL LLC	9%	1.39M	26.51M	760.51K	+120.51%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.39%	59.59K	1.14M	4.57K	+8.31%
Mar 31, 2025	JANE STREET GROUP, LLC	0.78%	120.19K	2.29M	94.82K	+373.74%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.79%	121.5K	2.31M	121.5K	+100.00%
Mar 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	1.27%	196.83K	3.75M	649	+0.33%
Mar 31, 2025		1.35%	209.38K	3.99M	209.38K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.56%	240.68K	4.59M	122.05K	+102.88%
Mar 31, 2024	HOBART PRIVATE CAPITAL, LLC	0.24%	22.82K	437.17K	22.82K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	4	77	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	1.05K	20.16K	1.05K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.1K	21.02K	1.1K	+100.00%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.02%	1.7K	32.57K	100	+6.25%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.03%	2.6K	49.82K	2.6K	+100.00%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	0.06%	5.42K	102.54M	1.63K	+42.93%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	8.08K	155K	-1.28K	-13.68%
Mar 31, 2024	PSI ADVISORS, LLC	0.11%	10.48K	200.87K	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.11%	10.65K	204.05K	10.65K	+100.00%
Mar 31, 2024	GTS SECURITIES LLC	0.12%	11.26K	215.67K	-1.5K	-11.77%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.15%	14.16K	271.25K	784	+5.86%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.23%	20.6K	395K	4K	+24.10%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	21.88K	419K	21.88K	+100.00%
Mar 31, 2024	WRIGHT FUND MANAGEMENT, LLC	0.23%	21.98K	421.1K	0	0
Mar 31, 2024	STRATEGIC PLANNING GROUP, LLC	4.81%	459.14K	8.8M	118.06K	+34.62%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.3%	28.3K	542.31K	-4.72K	-14.30%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.38%	36.43K	698.08K	2.6K	+7.70%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.4%	37.75K	720.14K	12.38K	+48.77%
Mar 31, 2024	JANE STREET GROUP, LLC	0.46%	41.92K	803.17K	-48.14K	-53.45%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.86%	78.02K	1.49M	69.36K	+800.52%
Mar 31, 2024	LPL FINANCIAL LLC	0.87%	79K	1.51M	39.75K	+101.26%
Mar 31, 2024	AJ ADVISORS, LLC	1.06%	101.17K	1.94M	-4.29K	-4.07%
Mar 31, 2024	FORTRESS WEALTH MANAGEMENT, INC.	1.5%	143.4K	2.75M	12.64K	+9.66%
Mar 31, 2024	SYSTELLIGENCE, LLC	5.13%	490.48K	9.4M	-521	-0.11%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	5.78%	524.33K	10.05M	43.47K	+9.04%
Mar 31, 2024	NICOLET ADVISORY SERVICES, LLC	8.03%	766.96K	14.6M	15.66K	+2.08%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	8.54%	815.97K	15.63M	4.22K	+0.52%
Mar 31, 2024	LM ADVISORS LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.36%	130.3K	2.5M	130.3K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	3.42%	326.84K	6.26M	91.52K	+38.89%
Mar 31, 2024	CEDAR POINT CAPITAL PARTNERS, LLC	2.67%	255.32K	4.89M	5.57K	+2.23%
Mar 31, 2024	JPMORGAN CHASE & CO	1.51%	137.18K	2.63M	135.42K	+7,689.67%
Mar 31, 2024	MORGAN STANLEY	0%	0	-	-43	-100.00%
Mar 31, 2024	COMERICA BANK	0.01%	1.24K	23.66K	37	+3.09%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	25.1%	2.28M	43.67M	25.64K	+1.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.94%	176.21K	3.38M	26.53K	+17.73%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.4%	33.03K	625.82K	-520	-1.55%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.41%	33.83K	638.03K	33.83K	+100.00%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	9.79%	811.75K	15.31M	9.11K	+1.14%
Dec 31, 2023	NICOLET ADVISORY SERVICES, LLC	9.06%	751.3K	14.09M	751.3K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	18	1	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	4	75	0	0
Dec 31, 2023	MORGAN STANLEY	0%	43	828	43	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	250	4.72K	0	0
Dec 31, 2023	COMERICA BANK	0.01%	1.2K	22.59K	75	+6.68%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.02%	1.6K	30.18K	1.6K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	1.76K	33.22K	1.14K	+184.03%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	8.66K	163.39K	-3.56K	-29.15%
Dec 31, 2023	ROYAL BANK OF CANADA	0.11%	9.36K	177K	-1.85K	-16.52%
Dec 31, 2023	PSI ADVISORS, LLC	0.13%	10.48K	197.73K	-17	-0.16%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.16%	13.37K	252.22K	-1.23K	-8.40%
Dec 31, 2023	SYSTELLIGENCE, LLC	5.92%	491K	9.26M	-44.5K	-8.31%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	5.8%	480.86K	9.07M	20.13K	+4.37%
Dec 31, 2023		0.01%	1K	18.86K	1K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.81%	149.68K	2.82M	101.66K	+211.71%
Dec 31, 2023	FORTRESS WEALTH MANAGEMENT, INC.	1.58%	130.77K	2.47M	130.77K	+100.00%
Dec 31, 2023	AJ ADVISORS, LLC	1.27%	105.46K	1.99M	105.46K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	1.09%	90.06K	1.7M	-117.8K	-56.67%
Dec 31, 2023	LPL FINANCIAL LLC	0.47%	39.26K	740.35K	-2.04K	-4.95%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.2%	16.6K	313K	-40.39K	-70.88%
Dec 31, 2023	WRIGHT FUND MANAGEMENT, LLC	0.27%	21.98K	414.51K	21.98K	+100.00%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	27.17%	2.25M	42.5M	57.45K	+2.62%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.31%	25.38K	479.69K	25.38K	+100.00%

Frequently Asked Questions