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

Who are the major shareholders selling Amplify CEF High Income ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in YYY by -3.82% restricting it's holding to 93.25 thousand shares of worth nearly $1.08M. LJI WEALTH MANAGEMENT, LLC also lessened -91.68% of the YYY shares from its portfolio, reducing its holding to 148.14 thousand shares of worth $1.71M. PENSIONMARK FINANCIAL GROUP, LLC also shunned YYY shares holding by -0.02% last quarter which brought its holding to 186.85 thousand shares worth $2.06M.

Investors who are buying YYY stock?

As per its latest 13F filing, SEAVIEW INVESTMENT MANAGERS LLC increased its stake in YYY by 46.31% in the last quarter. The institutional holder raised its holding to 105.34 thousand shares having worth more than $1.21M. STRATEGIC FINANCIAL CONCEPTS, LLC also added 4.77% more shares of YYY to its portfolio, raising its holding to 41.75 thousand shares of worth $481.38K. FIRST HEARTLAND CONSULTANTS, INC. also increased its YYY shares holding by 9.88% which brought its holding to 74.79 thousand shares worth $862.31K.

YYY's major insiders: who are they?

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

Did an insider recently sell YYY stock?

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

Which insider recently purchased YYY stock?

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

How much of YYY does insiders own?

Around 0 Amplify CEF High Income ETF shares are held by insiders, which represents about N/A of YYY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in YYY?

SEAVIEW INVESTMENT MANAGERS LLC is the largest institutional owner in YYY which holds 105.34 thousand shares worth $1.21M or 0.16% of the total YYY shares outstanding followed by STRATEGIC FINANCIAL CONCEPTS, LLC with ownership of 41.75 thousand shares representing 0.07% of the YYY ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 93.25 thousand shares or 0.15% of the ownership worth more than $1.08M.

Is Amplify CEF High Income 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 YYY is concerned, it is a stock which is optionable.

Is there a short position on YYY's shares?

Number of YYY 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 YYY shares are there?

As of today, null shares of YYY are outstanding.

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

YYY 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 YYY is null.

Amplify CEF High Income ETF (YYY) 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. SEAVIEW INVESTMENT MANAGERS LLC is the top corporate investor, holding 105.34K shares valued at $1.21M. A 0.16% stake in Amplify CEF High Income ETF is owned by the company. STRATEGIC FINANCIAL CONCEPTS, LLC owns 41.75K shares valued at $481.38K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SEAVIEW INVESTMENT MANAGERS LLC	0.16%	105.34K	1.21M	33.34K	+46.31%
Jun 30, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.07%	41.75K	481.38K	1.9K	+4.77%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.15%	93.25K	1.08M	-3.7K	-3.82%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.12%	74.79K	862.31K	6.73K	+9.88%
Jun 30, 2026	JEFFERIES FINANCIAL GROUP INC.	0.08%	49.49K	570.67K	49.49K	+100.00%
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.2%	125.51K	1.45M	125.51K	+100.00%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.11%	67.63K	779.76K	2.1K	+3.21%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.15%	95.44K	1.1M	1.93K	+2.07%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.1%	64.1K	739K	22.3K	+53.34%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.1%	61.14K	704.95K	2.19K	+3.72%
Jun 30, 2026	OAKMONT ADVISORY GROUP, LLC	0.09%	59.85K	690.07K	2.09K	+3.62%
Jun 30, 2026	ALLIED PRIVATE WEALTH LLC	0.06%	39.16K	450.01K	39.16K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.05%	33.71K	388K	22.13K	+191.09%
Jun 30, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.05%	33.42K	385.34K	20.46K	+157.92%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	33.15K	382.22K	3.34K	+11.19%
Jun 30, 2026	NICOLET BANKSHARES INC	0.05%	31.88K	367.29K	31.88K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	23.73K	274K	846	+3.70%
Jun 30, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.04%	23.5K	270.96K	12.5K	+113.64%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	21.49K	247.78K	518	+2.47%
Jun 30, 2026	MORGAN STANLEY	8.78%	5.64M	64.97M	634.07K	+12.68%
Jun 30, 2026	LPL FINANCIAL LLC	5.01%	3.22M	37.08M	165.61K	+5.43%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.08%	1.34M	15.41M	632.14K	+89.78%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.08%	1.33M	15.39M	125.83K	+10.41%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.74%	1.12M	12.91M	85.11K	+8.23%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.34%	858.89K	9.9M	208.19K	+32.00%
Jun 30, 2026	LJI WEALTH MANAGEMENT, LLC	0.23%	148.14K	1.71M	-1.63M	-91.68%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.24%	155.2K	1.79M	18.33K	+13.40%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.29%	186.85K	2.06M	-44	-0.02%
Jun 30, 2026	INDEPENDENT WEALTH NETWORK INC.	0.29%	187.92K	2.17M	5.7K	+3.13%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.3%	190.45K	2.2M	2.33K	+1.24%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	216.32K	2.49M	79.61K	+58.24%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.34%	217.08K	2.5M	30.21K	+16.16%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.38%	242.57K	2.8M	19.07K	+8.53%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.42%	266.95K	3.08M	30.42K	+12.86%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.42%	271.79K	3.13M	29.42K	+12.14%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.64%	408.07K	4.71M	46.53K	+12.87%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.65%	418.95K	4.83M	47.6K	+12.82%
Jun 30, 2026	INTRUA FINANCIAL, LLC	0.67%	426.91K	4.92M	11.66K	+2.81%
Jun 30, 2026	THRIVE CAPITAL MANAGEMENT, LLC	0.88%	562.49K	6.49M	22.54K	+4.17%
Jun 30, 2026	NWF ADVISORY SERVICES INC.	1.11%	714.15K	8.23M	42.2K	+6.28%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.09%	60.75K	700.48K	5.28K	+9.52%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.07%	43.91K	506.24K	1.6K	+3.79%
Jun 30, 2026	BISON WEALTH, LLC	0.07%	42.94K	494.64K	-1.41K	-3.18%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.06%	41.61K	479.76K	-17.4K	-29.49%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.06%	41.35K	476.77K	0	0
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.06%	39.93K	460.39K	2.26K	+5.99%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.06%	36.86K	424.99K	285	+0.78%
Jun 30, 2026	OPPENHEIMER & CO INC	0.04%	27.37K	315.57K	-12.4K	-31.17%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.04%	23.41K	269.9K	-150	-0.64%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.18%	112.35K	1.3M	-1.28K	-1.13%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.21%	136.86K	1.51M	23.31K	+20.53%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0.28%	182.22K	2.01M	3.27K	+1.83%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.29%	186.88K	2.06M	7K	+3.89%
Mar 31, 2026	THRIVE CAPITAL MANAGEMENT, LLC	0.84%	539.96K	5.96M	44.4K	+8.96%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.88%	1.21M	13.33M	156.18K	+14.84%
Mar 31, 2026	LJI WEALTH MANAGEMENT, LLC	2.77%	1.78M	19.63M	69K	+4.03%
Mar 31, 2026	LPL FINANCIAL LLC	4.75%	3.05M	33.64M	203.54K	+7.15%
Mar 31, 2026	MORGAN STANLEY	7.79%	5M	55.16M	1.35M	+37.06%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.09%	59.01K	650.92K	-4.3K	-6.79%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.06%	36.57K	415.48K	839	+2.35%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.06%	37.68K	415.56K	4.35K	+13.06%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.05%	32.09K	354.29K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.05%	29.82K	328.87K	13.67K	+84.70%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	1.05%	671.95K	7.41M	21.9K	+3.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.1%	704.12K	7.77M	217.58K	+44.72%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.61%	1.03M	11.41M	14.77K	+1.45%
Mar 31, 2026	VECTORGLOBAL IAG, INC.	0.09%	57.16K	630.52K	57.16K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.01%	650.7K	7.18M	221.22K	+51.51%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.29%	186.89K	2.06M	30.84K	+19.76%
Mar 31, 2026	CONTINUUM ADVISORY, LLC	0.02%	10.61K	116.97K	0	0
Mar 31, 2026	SEAVIEW INVESTMENT MANAGERS LLC	0.11%	71.99K	794.07K	39.94K	+124.58%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.04%	22.89K	252K	262	+1.16%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.02%	10.73K	118.34K	10.73K	+100.00%
Mar 31, 2026	SAGE CAPITAL MANAGEMENT, LLC	0.02%	11K	121.33K	11K	+100.00%
Mar 31, 2026	MCADAM, LLC	0.02%	12.76K	140.76K	12.76K	+100.00%
Mar 31, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.02%	12.96K	142.93K	12.96K	+100.00%
Mar 31, 2026	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.02%	13.88K	153.1K	13.88K	+100.00%
Mar 31, 2026	CERTIOR FINANCIAL GROUP, LLC	0.02%	13.99K	154.29K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	14.61K	161.19K	-380	-2.53%
Mar 31, 2026	TIDEMARK, LLC	0.03%	14.69K	162.03K	80	+0.55%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.03%	15.95K	175.93K	56	+0.35%
Mar 31, 2026	OAKMONT ADVISORY GROUP, LLC	0.09%	57.76K	637.07K	7.54K	+15.01%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.09%	58.95K	650.2K	-9.01K	-13.26%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.1%	65.53K	722.76K	54.44K	+491.13%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	68.06K	750.73K	5.33K	+8.49%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.15%	93.5K	1.03M	1.28K	+1.38%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	20.97K	231.74K	20.97K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.03%	20.9K	230.53K	20.9K	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.58%	371.35K	4.1M	16.27K	+4.58%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.56%	361.55K	3.99M	45.97K	+14.57%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.38%	242.37K	2.67M	34.92K	+16.83%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	91.57K	1.01M	21.54K	+30.75%
Mar 31, 2026		0.09%	57.76K	637.07K	7.54K	+15.01%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.09%	55.47K	611.85K	24	+0.04%
Mar 31, 2026	BISON WEALTH, LLC	0.07%	44.35K	512.63K	93	+0.21%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.06%	39.85K	439.55K	39.85K	+100.00%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.06%	41.35K	456.09K	1.7K	+4.29%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	42.3K	466.6K	-2.58K	-5.75%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.04%	23.56K	259.84K	269	+1.16%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.07%	41.81K	461K	24.75K	+145.12%
Mar 31, 2026	OPPENHEIMER & CO INC	0.06%	39.77K	438.62K	39.77K	+100.00%
Mar 31, 2026	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.03%	20.09K	221.63K	-69	-0.34%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.03%	18.98K	209.37K	5K	+35.77%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	18.49K	203.94K	-928	-4.78%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.15%	96.95K	1.07M	-26.65K	-21.56%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.18%	113.63K	1.25M	94	+0.08%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	136.7K	1.51M	14.07K	+11.48%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.29%	188.12K	2.08M	6.58K	+3.62%
Mar 31, 2026	INTRUA FINANCIAL, LLC	0.65%	415.26K	4.58M	27.46K	+7.08%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.35%	223.49K	2.47M	16.63K	+8.04%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.37%	236.53K	2.61M	-5.2K	-2.15%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.03%	17.08K	188.4K	45	+0.26%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.03%	18.02K	198.76K	-2.2K	-10.87%
Dec 31, 2025	BISON WEALTH, LLC	0.08%	44.25K	487.66K	5.67K	+14.71%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	181.54K	2.09M	14.49K	+8.67%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.19%	113.54K	1.31M	-9.78K	-7.93%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	14.35K	165.19K	3.8K	+36.04%
Dec 31, 2025	CERTIOR FINANCIAL GROUP, LLC	0.02%	13.99K	161K	-9.34K	-40.04%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.02%	13.98K	160.93K	0	0
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.02%	13.14K	151.24K	-370	-2.74%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.16%	92.23K	1.06M	448	+0.49%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	63.31K	728.73K	-860	-1.34%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	44.89K	516.64K	-939	-2.05%
Dec 31, 2025	NAVIS WEALTH ADVISORS, LLC	0.07%	42.05K	484.02K	42.05K	+100.00%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.06%	35.74K	411.31K	-1.65K	-4.40%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.06%	33.32K	383.55K	-7.67K	-18.71%
Dec 31, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.05%	32.06K	368.98K	-20.83K	-39.39%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.04%	23.29K	268.06K	2.49K	+11.96%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	22.63K	260K	-167	-0.73%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	20.22K	232.7K	302	+1.52%
Dec 31, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.04%	20.16K	232.07K	0	0
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.06%	32.09K	369.69K	0	0
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.31%	178.95K	2.06M	-1.01K	-0.56%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.35%	206.87K	2.38M	16.83K	+8.86%
Dec 31, 2025		0.09%	50.22K	578.04K	50.22K	+100.00%
Dec 31, 2025	CONTINUUM ADVISORY, LLC	0.02%	10.61K	122.06K	0	0
Dec 31, 2025	COMERICA BANK	0.02%	11.01K	126.68K	5.99K	+119.37%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.02%	11.09K	127.59K	333	+3.10%
Dec 31, 2025	TIDEMARK, LLC	0.02%	14.61K	168.15K	-1.33K	-8.34%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.03%	17.06K	196K	82	+0.48%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	1.13%	650.05K	7.48M	39.45K	+6.46%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.03%	18.58K	213.87K	18.58K	+100.00%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.03%	19.02K	218.89K	19.02K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.41%	241.73K	2.78M	12.71K	+5.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	315.57K	3.63M	50.63K	+19.11%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.62%	355.08K	4.09M	42.15K	+13.47%
Dec 31, 2025	INTRUA FINANCIAL, LLC	0.67%	387.79K	4.46M	9.82K	+2.60%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.73%	429.48K	4.94M	429.48K	+21,474,050.00%
Dec 31, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.83%	495.56K	5.7M	22.27K	+4.71%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.77%	1.02M	11.74M	91.58K	+9.87%
Dec 31, 2025	LJI WEALTH MANAGEMENT, LLC	2.97%	1.71M	19.69M	211.85K	+14.13%
Dec 31, 2025	LPL FINANCIAL LLC	4.8%	2.85M	32.77M	99.34K	+3.62%
Dec 31, 2025	MORGAN STANLEY	6.22%	3.65M	42M	962.36K	+35.82%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.09%	55.45K	645.95K	1.59K	+2.94%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	62.74K	722.08K	5.22K	+9.07%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	70.04K	806.11K	70.04K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	14.99K	172.58K	-354	-2.31%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	15.58K	179.27K	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.03%	15.89K	182.95K	-717	-4.32%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	16.14K	185.8K	2.19K	+15.71%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	16.64K	191K	-1.43K	-7.91%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	0.03%	17.04K	196.09K	17.04K	+100.00%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.03%	19.42K	223.5K	9.1K	+88.16%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.03%	20.07K	231.04K	0	0
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	67.96K	782.19K	2K	+3.04%
Dec 31, 2025	JANE STREET GROUP, LLC	0.13%	76.51K	880.68K	76.51K	+100.00%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.19%	113.55K	1.31M	19.52K	+20.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	122.63K	1.41M	23.82K	+24.11%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	123.6K	1.42M	1.05K	+0.86%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	156.06K	1.8M	80.94K	+107.76%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.3%	179.87K	2.07M	3.72K	+2.11%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	207.45K	2.39M	41.18K	+24.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	486.54K	5.6M	191.37K	+64.84%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.79%	1.05M	12.11M	92.05K	+9.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	58.24K	670.33K	58.24K	+100.00%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.03%	13.51K	159.56K	-592	-4.20%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	13.95K	164.75K	-3.29K	-19.10%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.36%	190.04K	2.24M	88.2K	+86.61%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.34%	179.96K	2.13M	16.03K	+9.78%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.33%	176.15K	2.08M	8.67K	+5.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	167.06K	1.97M	167.06K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	166.27K	1.96M	41.41K	+33.17%
Sep 30, 2025	TIDEMARK, LLC	0.03%	15.94K	188.24K	-5.4K	-25.30%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	15.58K	183.94K	15.58K	+100.00%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	15.35K	181.26K	-7.15K	-31.79%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	15.1K	178.34K	-562	-3.59%
Sep 30, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.1%	52.89K	624.61K	-5.44K	-9.32%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	264.94K	3.13M	27.42K	+11.54%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	295.17K	3.49M	44.48K	+17.74%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.59%	312.93K	3.7M	0	0
Sep 30, 2025	INTRUA FINANCIAL, LLC	0.72%	377.97K	4.46M	13.68K	+3.75%
Sep 30, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.9%	473.28K	5.59M	217.47K	+85.01%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	1.16%	610.6K	7.21M	56.3K	+10.16%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.76%	928.33K	10.96M	424.78K	+84.36%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.23%	123.31K	1.46M	5.95K	+5.07%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	122.54K	1.45M	4.44K	+3.76%
Sep 30, 2025	OPPENHEIMER & CO INC	0.22%	118.75K	1.4M	12.78K	+12.06%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	98.81K	1.17M	-199.01K	-66.82%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.03%	13.98K	165.12K	-1.63K	-10.41%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.18%	94.03K	1.11M	49.16K	+109.59%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.17%	91.78K	1.08M	17.69K	+23.87%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.14%	75.11K	887.1K	23.53K	+45.61%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	65.96K	778.93K	5.28K	+8.71%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	64.17K	757.89K	7.2K	+12.65%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	57.52K	679.27K	3.98K	+7.43%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.1%	53.86K	636.1K	8.06K	+17.59%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	45.83K	541.19K	1.49K	+3.36%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.08%	40.99K	484.14K	-12.76K	-23.73%
Sep 30, 2025	BISON WEALTH, LLC	0.07%	38.58K	451.75K	-1.16K	-2.92%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	37.38K	441.46K	-4.84K	-11.47%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.04%	20.07K	237.06K	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	19.92K	235.19K	-2.97K	-12.99%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.03%	16.61K	196.19K	855	+5.43%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.03%	14.54K	171.71K	43	+0.30%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.82%	960.33K	11.32M	111.07K	+13.08%
Sep 30, 2025	LJI WEALTH MANAGEMENT, LLC	2.84%	1.5M	17.7M	8.89K	+0.60%
Sep 30, 2025	MORGAN STANLEY	5.09%	2.69M	31.73M	255.05K	+10.49%
Sep 30, 2025	LPL FINANCIAL LLC	5.2%	2.75M	32.45M	115.89K	+4.40%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	3.34K	39.44K	52	+1.58%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	3.45K	40.75K	3.45K	+100.00%
Sep 30, 2025	WINNOW WEALTH LLC	0.01%	4.1K	49.25K	4.1K	+100.00%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.01%	4.15K	49.01K	-300	-6.74%
Sep 30, 2025	UBS GROUP AG	0.01%	5.5K	64.96K	4.7K	+587.50%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.02%	10K	118K	0	0
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.02%	10.32K	121.88K	10.32K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	10.55K	124.6K	-125	-1.17%
Sep 30, 2025	CONTINUUM ADVISORY, LLC	0.02%	10.61K	125.25K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.43%	229.01K	2.71M	15.15K	+7.08%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.02%	10.75K	126.98K	324	+3.11%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.03%	16.97K	200K	79	+0.47%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	18.07K	213K	8.82K	+95.31%
Sep 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.04%	20.16K	238.12K	-30	-0.15%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.04%	20.8K	245.67K	911	+4.58%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	22.79K	269K	-14.13K	-38.27%
Sep 30, 2025	CERTIOR FINANCIAL GROUP, LLC	0.04%	23.33K	275.51K	-15.65K	-40.16%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.06%	32.09K	379.96K	31.09K	+3,109.10%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.07%	36.95K	436.38K	2.5K	+7.26%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.02%	10.77K	127.25K	10.77K	+100.00%
Sep 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.03%	13.36K	157.75K	13.36K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.09%	42.22K	494.41K	-4.25K	-9.15%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	10.68K	125K	1.8K	+20.24%
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0.02%	10.61K	124.19K	8.29K	+357.11%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.02%	10.43K	122.11K	326	+3.23%
Jun 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.02%	10K	117K	0	0
Jun 30, 2025	LJI WEALTH MANAGEMENT, LLC	3.01%	1.49M	17.45M	207.34K	+16.17%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	3K	35.13K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	2.71K	31.7K	2.71K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.48K	29.01K	0	0
Jun 30, 2025	ALPHACORE CAPITAL LLC	0%	2.1K	24.59K	2.1K	+100.00%
Jun 30, 2025	MORGAN STANLEY	4.91%	2.43M	28.47M	87.59K	+3.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	9.25K	108K	-9.38K	-50.34%
Jun 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.01%	4.45K	52.11K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	3.29K	38.49K	53	+1.64%
Jun 30, 2025	INTRUA FINANCIAL, LLC	0.74%	364.3K	4.27M	22.33K	+6.53%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.63%	312.93K	3.66M	4.59K	+1.49%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	237.53K	2.78M	-6.06K	-2.49%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.43%	213.86K	2.5M	-3.41K	-1.57%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.34%	167.48K	1.96M	17.29K	+11.52%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.33%	163.92K	1.92M	4.76K	+2.99%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	36.92K	432K	929	+2.58%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.07%	34.57K	404.8K	-512	-1.46%
Jun 30, 2025	JANE STREET GROUP, LLC	0.07%	33.79K	395.73K	33.79K	+100.00%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.05%	22.89K	268.03K	-3.11K	-11.96%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	22.5K	263.49K	3.86K	+20.69%
Jun 30, 2025	TIDEMARK, LLC	0.04%	21.34K	249.87K	976	+4.79%
Jun 30, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.04%	20.19K	236.46K	-198	-0.97%
Jun 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.04%	20.07K	235.06K	0	0
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.04%	19.89K	232.92K	5.3K	+36.30%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	17.24K	201.93K	675	+4.07%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.03%	15.76K	184.51K	5.58K	+54.77%
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.03%	14.1K	165.13K	105	+0.75%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	51.58K	604.06K	10.42K	+25.32%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.09%	45.8K	536.35K	5.63K	+14.01%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.09%	44.86K	525.32K	-19.85K	-30.67%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.03%	16.89K	198K	480	+2.92%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	56.97K	667.11K	-1.76K	-3.00%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	53.54K	626.93K	6.29K	+13.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	44.34K	519K	-66	-0.15%
Jun 30, 2025	LPL FINANCIAL LLC	5.31%	2.63M	30.81M	348.83K	+15.28%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.71%	849.26K	9.94M	-3.6K	-0.42%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.02%	503.55K	5.9M	19.82K	+4.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	297.81K	3.49M	-2.28K	-0.76%
Jun 30, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.52%	255.81K	3M	130.84K	+104.70%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.51%	250.69K	2.94M	82.16K	+48.75%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	124.86K	1.46M	16.37K	+15.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.24%	118.1K	1.38M	900	+0.77%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.24%	117.36K	1.37M	-2.16K	-1.80%
Jun 30, 2025	OPPENHEIMER & CO INC	0.21%	105.97K	1.24M	18.85K	+21.64%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.21%	101.84K	1.19M	36.37K	+55.56%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.15%	74.09K	867.63K	-98.81K	-57.15%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	60.67K	710.48K	11.26K	+22.78%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.07%	34.45K	403.41K	1.8K	+5.51%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.03%	15.66K	182.16K	1.43K	+10.05%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.03%	15.61K	182.74K	1K	+6.85%
Jun 30, 2025		0.08%	38.98K	456.47K	-4.44K	-10.22%
Jun 30, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.12%	58.32K	682.97K	4.27K	+7.90%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.11%	53.75K	629.42K	1.63K	+3.12%
Jun 30, 2025	ANCHOR CAPITAL MANAGEMENT GROUP INC	0.1%	50K	585.5K	0	0
Jun 30, 2025	BISON WEALTH, LLC	0.08%	39.74K	467.31K	-1.18K	-2.87%
Jun 30, 2025	CERTIOR FINANCIAL GROUP, LLC	0.08%	38.98K	456.47K	-4.44K	-10.22%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.03%	14.5K	169.75K	1.37K	+10.45%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	1.12%	554.3K	6.49M	9.9K	+1.82%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.1%	44.4K	507K	272	+0.62%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.1%	47.25K	539.16K	14.24K	+43.15%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	58.73K	670.14K	1.84K	+3.24%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.1%	46.47K	520.04K	-7.52K	-13.92%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	117.2K	1.34M	-21.5K	-15.50%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	168.53K	1.92M	22.25K	+15.21%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.38%	172.9K	1.97M	104.57K	+153.03%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.33%	150.19K	1.73M	0	0
Mar 31, 2025	CAPITAL WEALTH PLANNING, LLC	0.34%	154.1K	1.76M	154.1K	+100.00%
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.35%	159.16K	1.82M	14.6K	+10.10%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.48%	217.28K	2.48M	6.13K	+2.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	243.59K	2.78M	8.89K	+3.79%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	300.09K	3.42M	9.89K	+3.41%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.68%	308.34K	3.52M	-116.1K	-27.35%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	483.73K	5.52M	30.44K	+6.71%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.88%	852.86K	9.73M	151.32K	+21.57%
Mar 31, 2025	LJI WEALTH MANAGEMENT, LLC	2.82%	1.28M	14.63M	45.1K	+3.65%
Mar 31, 2025	LPL FINANCIAL LLC	5.03%	2.28M	26.04M	162.5K	+7.66%
Mar 31, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.12%	54.06K	616.77K	54.06K	+100.00%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.07%	32.65K	372.54K	9.75K	+42.58%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.08%	35.08K	400.27K	343	+0.99%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	41.16K	469.67K	9.01K	+28.03%
Mar 31, 2025		0.09%	40.91K	466.82K	11.29K	+38.12%
Mar 31, 2025	INTRUA FINANCIAL, LLC	0.75%	341.96K	3.9M	-12.59K	-3.55%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.12%	53.85K	614.44K	53.85K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	49.41K	563.81K	-12.64K	-20.36%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.04%	16.41K	187K	75	+0.46%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	16.57K	189.05K	204	+1.25%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	18.64K	212.72K	966	+5.46%
Mar 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.04%	20.07K	229.03K	0	0
Mar 31, 2025	OXINAS PARTNERS WEALTH MANAGEMENT LLC	0.04%	20.39K	232.66K	5.62K	+38.08%
Mar 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.05%	22.78K	259.96K	22.78K	+100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	26K	296.64K	-6.53K	-20.08%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	35.99K	411K	-12.07K	-25.12%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.09%	40.18K	449.56K	40.18K	+100.00%
Mar 31, 2025	MORGAN STANLEY	5.16%	2.34M	26.74M	271.94K	+13.12%
Mar 31, 2025	GWN SECURITIES INC.	0.16%	71.94K	820.11K	43.9K	+156.57%
Mar 31, 2025	OPPENHEIMER & CO INC	0.19%	87.12K	994.05K	29.51K	+51.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	108.49K	1.24M	-19.98K	-15.55%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.26%	119.52K	1.36M	34.53K	+40.63%
Mar 31, 2025	THRIVE CAPITAL MANAGEMENT, LLC	0.28%	124.97K	1.43M	-102.39K	-45.04%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	139.88K	1.6M	139.88K	+100.00%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.14%	64.71K	738.36K	-2.82K	-4.18%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.14%	65.47K	746.98K	59.57K	+1,010.17%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.03%	14.61K	166.65K	682	+4.90%
Mar 31, 2025	ROYAL BANK OF CANADA	0.04%	18.63K	213K	-3.65K	-16.38%
Mar 31, 2025	TIDEMARK, LLC	0.04%	20.36K	232.34K	-6.04K	-22.88%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	119.08K	1.44M	119.08K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	805	9.71K	-800	-49.84%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	218.6K	2.64M	205.11K	+1,520.82%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.56%	194.44K	2.35M	125.29K	+181.18%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.29%	510.2K	6.14M	-252.86K	-33.14%
Mar 31, 2024	INDEPENDENT WEALTH NETWORK INC.	0.36%	125.44K	1.51M	1.08K	+0.87%
Mar 31, 2024	LJI WEALTH MANAGEMENT, LLC	2.7%	943.94K	11.38M	24.69K	+2.69%
Mar 31, 2024	LPL FINANCIAL LLC	4.12%	1.63M	19.62M	169.58K	+11.63%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	1K	12.06K	0	0
Mar 31, 2024	BELLEVUE ASSET MANAGEMENT, LLC	0%	1.45K	17.49K	0	0
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	2K	24.12K	2K	+100.00%
Mar 31, 2024		0.01%	3.89K	46.88K	3.89K	+100.00%
Mar 31, 2024	COMERICA BANK	0.01%	5.07K	61.11K	-8.37K	-62.29%
Mar 31, 2024	CARMICHAEL HILL & ASSOCIATES, INC.	0.01%	4.76K	57.35K	1.16K	+32.12%
Mar 31, 2024	WOLFF WIESE MAGANA LLC	0.01%	4.8K	57.92K	679	+16.47%
Mar 31, 2024	OPTIMUM INVESTMENT ADVISORS	0.02%	6.8K	82.01K	0	0
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.03%	10.69K	128.86K	500	+4.91%
Mar 31, 2024	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	11.05K	133.28K	11.05K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.15%	60.6K	731K	-1.45K	-2.34%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.16%	54.55K	657.83K	-15.69K	-22.34%
Mar 31, 2024	ROCKPORT WEALTH LLC	0.39%	135.13K	1.62M	135.13K	+100.00%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	882	10.64K	882	+100.00%
Mar 31, 2024	THRIVE CAPITAL MANAGEMENT, LLC	0.16%	56.71K	683.91K	56.71K	+100.00%
Mar 31, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0.18%	61.87K	746.09K	3.63K	+6.23%
Mar 31, 2024	FOUNDERS FINANCIAL SECURITIES LLC	0.19%	65.65K	791.79K	15.28K	+30.32%
Mar 31, 2024	TRIUMPH CAPITAL MANAGEMENT	0.19%	65.77K	789.23K	2.6K	+4.12%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.3%	105.72K	1.27M	6.63K	+6.69%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.45K	29.55K	140	+6.06%
Mar 31, 2024	RETIREMENT GROUP, LLC	0.01%	3.58K	43.12K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.12%	41.42K	499.49K	-906	-2.14%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	44.39K	535.34K	626	+1.43%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.13%	47.08K	568K	18.81K	+66.52%
Mar 31, 2024	CETERA ADVISORS LLC	0.14%	48.82K	588.77K	48.82K	+100.00%
Mar 31, 2024	MORGAN STANLEY	2.01%	792.41K	9.56M	-422.1K	-34.75%
Mar 31, 2024	OPPENHEIMER & CO INC	0.05%	17.34K	209.1K	1.53K	+9.69%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	18.86K	227.46K	5K	+36.07%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.06%	21.8K	262.91K	21.8K	+100.00%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.07%	23.52K	283.63K	0	0
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.09%	32.26K	389.1K	-2.92K	-8.30%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.11%	37.73K	455K	-2.8K	-6.90%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.03%	13.78K	166.13K	13.78K	+100.00%
Mar 31, 2024	ASSET ALLOCATION STRATEGIES LLC	0.04%	12.99K	156.66K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	15.3K	185K	-71.44K	-82.36%
Mar 31, 2024	WETHERBY ASSET MANAGEMENT INC	0.04%	13.78K	166.13K	13.78K	+100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.04%	14.91K	179.83K	169	+1.15%
Mar 31, 2024	JANE STREET GROUP, LLC	0.05%	18.13K	218.6K	7.59K	+72.01%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.05%	16.63K	201K	44	+0.27%
Mar 31, 2024	TIDEMARK, LLC	0.06%	21.87K	263.74K	3.38K	+18.30%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.25%	85.89K	1.04M	-7.3K	-7.83%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.3%	104.81K	1.26M	52.51K	+100.40%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.32%	111.42K	1.34M	33.94K	+43.81%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.34%	133.29K	1.61M	25.37K	+23.51%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-19.93K	-100.00%
Mar 31, 2024	CFO4LIFE GROUP, LLC	0%	0	-	-24.87K	-100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-15.15K	-100.00%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0%	0	-	-110	-100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0%	0	-	-238	-100.00%
Mar 31, 2024	FMR LLC	0%	1	12	1	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	203	2.45K	0	0
Dec 31, 2023	WOLFF WIESE MAGANA LLC	0.01%	4.12K	47.91K	626	+17.90%
Dec 31, 2023	OPTIMUM INVESTMENT ADVISORS	0.02%	6.8K	79.02K	0	0
Dec 31, 2023	ORG PARTNERS LLC	0.02%	7.69K	89.38K	1.69K	+28.17%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.03%	10.19K	118.35K	10.19K	+100.00%
Dec 31, 2023	ENDOWMENT WEALTH MANAGEMENT, INC.	0.03%	10.47K	121.68K	10.47K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.03%	10.54K	122.45K	10.54K	+100.00%
Dec 31, 2023	ASSET ALLOCATION STRATEGIES LLC	0.04%	12.99K	150.94K	0	0
Dec 31, 2023	COMERICA BANK	0.04%	13.44K	156.13K	8.32K	+162.73%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	13.49K	157K	-3.23K	-19.33%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.04%	13.86K	161.07K	581	+4.38%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.04%	14.74K	171.3K	-2.39K	-13.95%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	15.15K	176.03K	233	+1.56%
Dec 31, 2023	OPPENHEIMER & CO INC	0.04%	15.81K	183.67K	15.81K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.04%	15.99K	185.75K	9	+0.06%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.05%	16.59K	193K	22	+0.13%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	19.93K	1.72M	19.93K	+100.00%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.07%	23.52K	273.28K	547	+2.38%
Dec 31, 2023	CFO4LIFE GROUP, LLC	0.07%	24.87K	288.94K	24.87K	+100.00%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.08%	28.27K	329K	11.77K	+71.34%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.1%	35.18K	408.82K	-4.05K	-10.32%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.11%	40.37K	479.64K	16.65K	+70.15%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.11%	40.52K	471K	510	+1.27%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.12%	42.32K	491.79K	3.9K	+10.15%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	43.76K	508.54K	-668	-1.50%
Dec 31, 2023	FOUNDERS FINANCIAL SECURITIES LLC	0.14%	50.38K	585.4K	3.07K	+6.50%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.14%	52.3K	607.71K	-3.72K	-6.65%
Dec 31, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0.16%	58.24K	676.7K	1.96K	+3.49%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	62.05K	721K	12K	+23.98%
Dec 31, 2023	TRIUMPH CAPITAL MANAGEMENT	0.17%	63.17K	733.98K	2.69K	+4.45%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.19%	69.15K	804K	-1.63K	-2.31%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.19%	70.24K	822.79K	4.87K	+7.44%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.21%	77.48K	900.27K	6.3K	+8.85%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	86.74K	1.01M	65.24K	+303.35%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.26%	93.19K	1.08M	-14.44K	-13.41%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	107.92K	1.25M	9.28K	+9.41%
Dec 31, 2023	INDEPENDENT WEALTH NETWORK INC.	0.34%	124.36K	1.45M	3.89K	+3.22%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.11%	763.06K	8.87M	-276.57K	-26.60%
Dec 31, 2023		0%	264	3.07K	264	+100.00%
Dec 31, 2023	MORGAN STANLEY	3.35%	1.21M	14.11M	355.9K	+41.45%
Dec 31, 2023	LPL FINANCIAL LLC	4.03%	1.46M	16.94M	68.08K	+4.90%
Dec 31, 2023	SIMPLEX TRADING, LLC	0%	238	2K	238	+100.00%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0%	1K	11.62K	0	0
Dec 31, 2023	BELLEVUE ASSET MANAGEMENT, LLC	0%	1.45K	16.85K	-370	-20.33%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1.61K	18.65K	179	+12.55%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.31K	26.84K	42	+1.85%
Dec 31, 2023	RETIREMENT GROUP, LLC	0.01%	3.58K	41.54K	-500	-12.27%
Dec 31, 2023	CARMICHAEL HILL & ASSOCIATES, INC.	0.01%	3.6K	41.83K	1.1K	+43.90%

Frequently Asked Questions