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

Who are the major shareholders selling Zacks Earnings Consistent Portfolio ETF stock?

REVISOR WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in ZECP by -7.1% restricting it's holding to 11.71 thousand shares of worth nearly $441.79K. COMMONWEALTH EQUITY SERVICES, LLC also lessened -4.31% of the ZECP shares from its portfolio, reducing its holding to 52.29 thousand shares of worth $1.97M. EJMK VENTURES LLC also shunned ZECP shares holding by -20.66% last quarter which brought its holding to 72 thousand shares worth $2.72M.

Investors who are buying ZECP stock?

As per its latest 13F filing, COOPER FINANCIAL GROUP increased its stake in ZECP by 62.99% in the last quarter. The institutional holder raised its holding to 10.62 thousand shares having worth more than $400.76K. ARISTA WEALTH MANAGEMENT, LLC also added 2.05% more shares of ZECP to its portfolio, raising its holding to 10.73 thousand shares of worth $404.91K. LPL FINANCIAL LLC also increased its ZECP shares holding by 768.28% which brought its holding to 225.82 thousand shares worth $8.52M.

ZECP's major insiders: who are they?

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

Did an insider recently sell ZECP stock?

Company executives, directors, and other insiders own N/A percent of Zacks Earnings Consistent Portfolio ETF's stock. Within the last six months, there have been 0 transaction(s) in which ZECP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ZECP stock?

There have been 0 transaction(s) during the past 6-months in which Zacks Earnings Consistent Portfolio ETF insiders have bought stock, totalling 0 shares

How much of ZECP does insiders own?

Around 0 Zacks Earnings Consistent Portfolio ETF shares are held by insiders, which represents about N/A of ZECP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ZECP?

COOPER FINANCIAL GROUP is the largest institutional owner in ZECP which holds 10.62 thousand shares worth $400.76K or 0.12% of the total ZECP shares outstanding followed by ARISTA WEALTH MANAGEMENT, LLC with ownership of 10.73 thousand shares representing 0.12% of the ZECP ownership. REVISOR WEALTH MANAGEMENT LLC is the third largest stakeholder with 11.71 thousand shares or 0.13% of the ownership worth more than $441.79K.

Is Zacks Earnings Consistent Portfolio 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 ZECP is concerned, it is a stock which is not optionable.

Is there a short position on ZECP's shares?

Number of ZECP 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 ZECP shares are there?

As of today, null shares of ZECP are outstanding.

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

ZECP 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 ZECP is null.

Zacks Earnings Consistent Portfolio ETF (ZECP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. COOPER FINANCIAL GROUP is the top corporate investor, holding 10.62K shares valued at $400.76K. A 0.12% stake in Zacks Earnings Consistent Portfolio ETF is owned by the company. ARISTA WEALTH MANAGEMENT, LLC owns 10.73K shares valued at $404.91K, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COOPER FINANCIAL GROUP	0.12%	10.62K	400.76K	4.1K	+62.99%
Jun 30, 2026	ARISTA WEALTH MANAGEMENT, LLC	0.12%	10.73K	404.91K	216	+2.05%
Jun 30, 2026	REVISOR WEALTH MANAGEMENT LLC	0.13%	11.71K	441.79K	-894	-7.10%
Jun 30, 2026	LPL FINANCIAL LLC	2.41%	225.82K	8.52M	199.81K	+768.28%
Jun 30, 2026	TRUE PRIVATE WEALTH ADVISORS	2.49%	233.9K	8.83M	2.7K	+1.17%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	2.68%	251.79K	7.79M	92.35K	+57.92%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	3.97%	372.81K	14.07M	30.92K	+9.04%
Jun 30, 2026	CONTINENTAL INVESTORS SERVICES, INC.	6.3%	591.06K	22.88M	143.11K	+31.95%
Jun 30, 2026	MENARD FINANCIAL GROUP LLC	8.46%	793.56K	29.95M	3K	+0.38%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	10.32%	968.59K	36.55M	156.85K	+19.32%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	13.39%	1.26M	47.43M	57.81K	+4.82%
Jun 30, 2026	OCEANIQ CAPITAL, LLC	0.21%	19.34K	744.94K	19.34K	+100.00%
Jun 30, 2026	VANTUS WEALTH LLC	0.29%	26.79K	1.01M	26.79K	+100.00%
Jun 30, 2026	UNIQUE WEALTH, LLC	0.51%	47.4K	1.79M	7.07K	+17.54%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	52.29K	1.97M	-2.35K	-4.31%
Jun 30, 2026	PKS ADVISORY SERVICES, LLC	0.62%	58.4K	2.2M	58.4K	+100.00%
Jun 30, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.13%	12.24K	462.09K	12.24K	+100.00%
Jun 30, 2026	ADVISORY ADVOCATES, LLC	0.16%	15.32K	578.29K	15.32K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.76%	71.06K	2.68M	16.89K	+31.17%
Jun 30, 2026	EJMK VENTURES LLC	0.77%	72K	2.72M	-18.75K	-20.66%
Jun 30, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.81%	76.2K	2.88M	1.67K	+2.23%
Jun 30, 2026	STRIVE FINANCIAL GROUP ,LLC	3.19%	299.71K	11.31M	218.3K	+268.16%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.28%	26.05K	983.24K	1.09K	+4.37%
Jun 30, 2026	WAYFINDING FINANCIAL, LLC	0.63%	59.05K	2.23M	-105.16K	-64.04%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	1.4%	131.48K	4.96M	13.71K	+11.64%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.97%	91.37K	3.45M	91.37K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.45%	136.3K	5.14M	136.3K	+100.00%
Jun 30, 2026	M1 CAPITAL MANAGEMENT LLC	1.68%	157.36K	5.94M	3.98K	+2.59%
Jun 30, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	1.77%	166.15K	6.27M	-3.89K	-2.29%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	1.82%	171.08K	6.46M	-3.37K	-1.93%
Jun 30, 2026	NAVIGATION WEALTH MANAGEMENT, INC.	1.92%	180.38K	6.81M	24.47K	+15.70%
Jun 30, 2026	BALBOA WEALTH PARTNERS	1.95%	182.79K	6.9M	196	+0.11%
Jun 30, 2026	INDEPENDENT WEALTH NETWORK INC.	0.15%	14.24K	537.38K	0	0
Jun 30, 2026	AXIM PLANNING & WEALTH	0.16%	14.85K	560.51K	-7.8K	-34.45%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.16%	15.36K	579.84K	5.51K	+55.85%
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.17%	15.56K	587.09K	-945	-5.73%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.2%	18.8K	709.44K	-4.43K	-19.05%
Jun 30, 2026	LATITUDE ADVISORS, LLC	0.21%	19.76K	745.77K	6.46K	+48.57%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.21%	19.83K	748.35K	2.15K	+12.14%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	21.12K	796.99K	3.21K	+17.89%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.88%	82.89K	3.13M	8.52K	+11.46%
Jun 30, 2026	SENTINUS, LLC	0.95%	88.82K	3.35M	74.7K	+528.80%
Jun 30, 2026		0.17%	15.32K	578.29K	15.32K	+100.00%
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.14%	13.35K	503.94K	0	0
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.14%	13.57K	506.46K	-2	-0.01%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.29%	27.08K	1.02M	0	0
Jun 30, 2026	CARTER FINANCIAL GROUP, INC.	0.39%	36.97K	1.4M	631	+1.74%
Jun 30, 2026	STIRLINGSHIRE INVESTMENTS, INC.	0.53%	49.51K	1.87M	167	+0.34%
Jun 30, 2026	AMBASSADOR ADVISORS, LLC	0.53%	49.92K	1.88M	-3.83K	-7.13%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.54%	50.67K	1.91M	1.87K	+3.84%
Jun 30, 2026	DISCIPLINE WEALTH SOLUTIONS, LLC	0.66%	62.24K	2.35M	2.21K	+3.68%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.67%	63.29K	2.39M	973	+1.56%
Jun 30, 2026	ALTERI WEALTH LLC	0.81%	76.35K	2.88M	-1.51K	-1.94%
Jun 30, 2026	CREATIVE PLANNING	0.87%	81.69K	3.08M	-13.06K	-13.78%
Jun 30, 2026	MADISON WEALTH PARTNERS, INC	0.11%	9.81K	370.08K	1.88K	+23.70%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.12%	10.39K	392.01K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.58%	54.17K	1.83M	54.17K	+100.00%
Mar 31, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.79%	74.54K	2.52M	-2.87K	-3.71%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.24%	22.35K	776.89K	0	0
Mar 31, 2026	STIRLINGSHIRE INVESTMENTS, INC.	0.53%	49.34K	1.67M	1.13K	+2.35%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.52%	48.8K	1.65M	-695	-1.40%
Mar 31, 2026	GTS SECURITIES LLC	0.3%	28.21K	954.48K	-7.23K	-20.40%
Mar 31, 2026	CARTER FINANCIAL GROUP, INC.	0.39%	36.34K	1.23M	-1.21K	-3.21%
Mar 31, 2026	DISCIPLINE WEALTH SOLUTIONS, LLC	0.64%	60.03K	2.03M	1.69K	+2.90%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.66%	62.32K	2.09M	-2K	-3.10%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	74.37K	2.52M	6.46K	+9.51%
Mar 31, 2026	ALTERI WEALTH LLC	0.83%	77.86K	2.63M	-358	-0.46%
Mar 31, 2026	AMBASSADOR ADVISORS, LLC	0.57%	53.76K	1.82M	8.95K	+19.97%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	1.7%	159.44K	5.38M	-65.21K	-29.03%
Mar 31, 2026	TRUE PRIVATE WEALTH ADVISORS	2.46%	231.21K	7.82M	-22.55K	-8.89%
Mar 31, 2026	CONTINENTAL INVESTORS SERVICES, INC.	4.77%	447.95K	16.36M	182.76K	+68.92%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	5.16%	484.73K	16.4M	8.05K	+1.69%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	12.77%	1.2M	40.56M	-81.92K	-6.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	54.64K	1.85M	655	+1.21%
Mar 31, 2026	CREATIVE PLANNING	1.01%	94.75K	3.21M	-8.01K	-7.79%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	1.25%	117.77K	3.98M	24.14K	+25.78%
Mar 31, 2026	M1 CAPITAL MANAGEMENT LLC	1.63%	153.38K	5.19M	-4.7K	-2.97%
Mar 31, 2026	NAVIGATION WEALTH MANAGEMENT, INC.	1.66%	155.91K	5.27M	-3.63K	-2.27%
Mar 31, 2026	UBS GROUP AG	0.01%	422	14.28K	-889	-67.81%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0.02%	1.79K	65.18K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	5.38K	182.07K	5.38K	+100.00%
Mar 31, 2026	OMNI 360 WEALTH, INC.	0.07%	5.91K	200.07K	-42	-0.71%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.07%	5.91K	200.07K	-42	-0.71%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.08%	6.52K	220.4K	6.52K	+100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.08%	6.68K	226.12K	-604	-8.29%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.09%	7.9K	267.19K	2.89K	+57.64%
Mar 31, 2026	MADISON WEALTH PARTNERS, INC	0.09%	7.93K	268.17K	7.93K	+100.00%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.12%	10.39K	351.39K	-7	-0.07%
Mar 31, 2026	ARISTA WEALTH MANAGEMENT, LLC	0.13%	10.51K	355.66K	140	+1.35%
Mar 31, 2026	REVISOR WEALTH MANAGEMENT LLC	0.15%	12.6K	426.26K	12.6K	+100.00%
Mar 31, 2026	WAYFINDING FINANCIAL, LLC	1.75%	164.21K	5.56M	1.54K	+0.95%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	1.81%	170.04K	5.62M	39.43K	+30.19%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	1.86%	174.45K	5.9M	1.03K	+0.59%
Mar 31, 2026	BALBOA WEALTH PARTNERS	1.94%	182.6K	6.18M	16.5K	+9.94%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	3.64%	341.89K	11.57M	57.05K	+20.03%
Mar 31, 2026	MENARD FINANCIAL GROUP LLC	8.42%	790.56K	26.74M	-3.95K	-0.50%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	8.64%	811.74K	27.46M	468.96K	+136.81%
Mar 31, 2026	AXIM PLANNING & WEALTH	0.24%	22.66K	766.45K	1.04K	+4.83%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.25%	23.22K	785.63K	-1.44K	-5.85%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.27%	24.96K	844.5K	3.16K	+14.49%
Mar 31, 2026	LPL FINANCIAL LLC	0.28%	26.01K	879.85K	4.55K	+21.22%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.29%	27.08K	923.23K	-299	-1.09%
Mar 31, 2026	LATITUDE ADVISORS, LLC	0.14%	13.3K	449.96K	1.44K	+12.13%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.14%	13.35K	451.73K	0	0
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.14%	13.57K	459.05K	0	0
Mar 31, 2026	SENTINUS, LLC	0.15%	14.13K	477.88K	14.13K	+100.00%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0.15%	14.24K	481.71K	0	0
Mar 31, 2026	BAER INVESTMENT ADVISORY LLC	0.16%	14.72K	497.98K	14.72K	+100.00%
Mar 31, 2026	VICTORY FINANCIAL GROUP, LLC	0.16%	14.72K	497.98K	-7.83K	-34.72%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.18%	16.5K	558.23K	555	+3.48%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.19%	17.68K	598.18K	2.67K	+17.77%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	17.91K	606K	4.31K	+31.69%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.39%	36.5K	1.23M	36.5K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.42%	39.77K	1.35M	-23.36K	-37.01%
Mar 31, 2026		0.42%	39.8K	1.35M	39.8K	+100.00%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.43%	40.33K	1.36M	2.59K	+6.87%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.06%	5.01K	174.15K	4.92K	+5,529.21%
Dec 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.93%	77.4K	2.69M	77.4K	+100.00%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.27%	22.35K	776.89K	22.35K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.02%	1.31K	45.57M	590	+81.83%
Dec 31, 2025	IFP ADVISORS, INC	0%	264	9.18K	0	0
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	50	1.74K	0	0
Dec 31, 2025	MORGAN STANLEY	0%	2	94	1	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-54.11K	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-16.2K	-100.00%
Dec 31, 2025	MENARD FINANCIAL GROUP LLC	9.46%	794.51K	27.62M	-4.7K	-0.59%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	2.67%	224.65K	7.81M	-4.56K	-1.99%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	1.11%	93.63K	3.25M	31.42K	+50.51%
Dec 31, 2025		0.27%	22.17K	770.66K	22.17K	+100.00%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.13%	10.83K	379.29K	10.83K	+100.00%
Dec 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.13%	10.37K	360.57K	-1.26K	-10.79%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.12%	10.39K	361.3K	10.39K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.09%	7.29K	253.33K	7.29K	+100.00%
Dec 31, 2025	OMNI 360 WEALTH, INC.	0.07%	5.96K	211.62K	-131	-2.15%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.07%	5.96K	207.03K	5.96K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	4.65K	161.77K	4.65K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.83%	67.91K	2.36M	3.8K	+5.92%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.78%	64.32K	2.27M	3.71K	+6.12%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.76%	63.14K	2.19M	-689	-1.08%
Dec 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.72%	58.34K	2.03M	-330	-0.56%
Dec 31, 2025	GTS SECURITIES LLC	0.42%	35.45K	1.23M	-7.17K	-16.82%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	15.25%	1.28M	44.53M	11.07K	+0.87%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	4.08%	342.79K	11.92M	219.86K	+178.85%
Dec 31, 2025	CONTINENTAL INVESTORS SERVICES, INC.	3.26%	265.19K	9.67M	94.41K	+55.28%
Dec 31, 2025	CREATIVE PLANNING	1.23%	102.75K	3.57M	-67.57K	-39.67%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	53.99K	1.88M	1.31K	+2.49%
Dec 31, 2025	AMBASSADOR ADVISORS, LLC	0.53%	44.81K	1.56M	4.11K	+10.10%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.33%	27.38K	951.76K	7.77K	+39.61%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.3%	24.48K	850.82K	84	+0.34%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.3%	24.67K	864.19K	2.35K	+10.51%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.28%	22.55K	783.77K	-4.97K	-18.07%
Dec 31, 2025	LPL FINANCIAL LLC	0.26%	21.46K	745.79K	260	+1.23%
Dec 31, 2025	AXIM PLANNING & WEALTH	0.26%	21.61K	751.27K	2.56K	+13.44%
Dec 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.26%	20.87K	725.55K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.21%	17.85K	620.4K	10.54K	+144.13%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.19%	15.95K	554.28K	-5.12K	-24.32%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	15.01K	521.89K	4.01K	+36.39%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.17%	14.24K	494.95K	14.24K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	13.6K	472.81K	5.42K	+66.24%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.16%	13.57K	475.35K	118	+0.88%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.16%	13.35K	464.15K	678	+5.35%
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.15%	12.1K	420.6K	12.1K	+100.00%
Dec 31, 2025	LATITUDE ADVISORS, LLC	0.15%	11.86K	412.32K	11.86K	+100.00%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.61%	49.49K	1.72M	-9.34K	-15.88%
Dec 31, 2025	STIRLINGSHIRE INVESTMENTS, INC.	0.58%	48.21K	1.69M	48.21K	+100.00%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.46%	37.74K	1.31M	4.22K	+12.58%
Dec 31, 2025	CARTER FINANCIAL GROUP, INC.	0.45%	37.55K	1.32M	-7.78K	-17.16%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	3.5K	121.49K	2.39K	+217.44%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.02%	1.79K	63.35K	1.79K	+100.00%
Dec 31, 2025	RETIREMENT WEALTH SOLUTIONS LLC	0.02%	1.36K	47.1K	72	+5.61%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	5.67%	476.68K	16.57M	8.23K	+1.76%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	3.5%	284.84K	9.9M	173.01K	+154.71%
Dec 31, 2025	TRUE PRIVATE WEALTH ADVISORS	3.05%	253.76K	8.82M	-13.73K	-5.13%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	2.13%	173.42K	6.03M	3.73K	+2.20%
Dec 31, 2025	BALBOA WEALTH PARTNERS	2.04%	166.09K	5.77M	20.77K	+14.29%
Dec 31, 2025	NAVIGATION WEALTH MANAGEMENT, INC.	1.96%	159.53K	5.55M	9.54K	+6.36%
Dec 31, 2025	WAYFINDING FINANCIAL, LLC	1.95%	162.67K	5.7M	2.3K	+1.43%
Dec 31, 2025	M1 CAPITAL MANAGEMENT LLC	1.9%	158.08K	5.49M	18.47K	+13.23%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.67%	135.74K	4.72M	-4.61K	-3.28%
Dec 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.6%	130.61K	4.56M	2.98K	+2.33%
Dec 31, 2025	ALTERI WEALTH LLC	0.94%	78.22K	2.72M	2.07K	+2.72%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-10.01K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-2.8K	-100.00%
Dec 31, 2025	VON BORSTEL & ASSOCIATES, INC.	0%	0	-	-158.8K	-100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	89	2.99K	89	+100.00%
Sep 30, 2025	CREATIVE PLANNING	2.24%	170.32K	5.73M	-241.73K	-58.67%
Sep 30, 2025	MENARD FINANCIAL GROUP LLC	10.51%	799.21K	26.87M	-526.64K	-39.72%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	6.16%	468.45K	15.75M	13.33K	+2.93%
Sep 30, 2025	TRUE PRIVATE WEALTH ADVISORS	3.52%	267.49K	8.99M	-5.48K	-2.01%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	50	1.68K	0	0
Sep 30, 2025	VON BORSTEL & ASSOCIATES, INC.	2.09%	158.8K	5.47M	158.8K	+100.00%
Sep 30, 2025	WAYFINDING FINANCIAL, LLC	2.11%	160.37K	5.39M	184	+0.11%
Sep 30, 2025	UBS GROUP AG	0.01%	721	24.24K	721	+100.00%
Sep 30, 2025	RETIREMENT WEALTH SOLUTIONS LLC	0.02%	1.28K	43.14K	-2	-0.16%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.04%	2.8K	94.1K	2.8K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.1%	7.31K	245.8K	7.31K	+100.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	11.01K	370.09K	-272	-2.41%
Sep 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.15%	11.63K	390.93K	-952	-7.57%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.18%	13.45K	452.23K	-1.18K	-8.04%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.21%	16.2K	545K	16.2K	+100.00%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.26%	19.61K	661.71K	327	+1.70%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.32%	24.39K	820.09K	-1.83K	-6.99%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.36%	27.52K	925.29K	27.52K	+100.00%
Sep 30, 2025	UNIQUE WEALTH, LLC	0.44%	33.52K	1.13M	172	+0.52%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.82%	62.21K	2.09M	16.34K	+35.62%
Sep 30, 2025	ALTERI WEALTH LLC	1%	76.15K	2.56M	26.1K	+52.16%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	1.47%	111.83K	3.76M	86.29K	+337.81%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	1.62%	122.93K	4.13M	79.43K	+182.58%
Sep 30, 2025	OMNI 360 WEALTH, INC.	0.08%	6.09K	204.65K	6.09K	+100.00%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	2.24%	169.69K	5.7M	8.06K	+4.99%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	3.01%	229.21K	7.71M	5.91K	+2.64%
Sep 30, 2025	PRIVATE CLIENT SERVICES, LLC	0%	0	-	-15.9K	-100.00%
Sep 30, 2025	NAVIGATION WEALTH MANAGEMENT, INC.	1.97%	150K	5.04M	-3.62K	-2.36%
Sep 30, 2025	BALBOA WEALTH PARTNERS	1.91%	145.33K	4.89M	-16.3K	-10.09%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.85%	140.35K	4.72M	-35.89K	-20.36%
Sep 30, 2025	M1 CAPITAL MANAGEMENT LLC	1.84%	139.61K	4.69M	50.84K	+57.26%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.68%	127.63K	4.29M	9.92K	+8.43%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	64.11K	2.16M	-1.74K	-2.64%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.84%	63.83K	2.15M	1.16K	+1.85%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.8%	60.61K	2.04M	5.02K	+9.03%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.77%	58.83K	1.98M	58.83K	+100.00%
Sep 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.77%	58.67K	1.97M	1.86K	+3.27%
Sep 30, 2025	GTS SECURITIES LLC	0.56%	42.62K	1.43M	3.9K	+10.08%
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	0.54%	40.7K	1.37M	40.7K	+100.00%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.17%	12.68K	426.13K	801	+6.75%
Sep 30, 2025	HRT FINANCIAL LP	0.13%	10.01K	336K	10.01K	+100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.71%	54.11K	1.82M	28.41K	+110.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	52.67K	1.77M	52.67K	+100.00%
Sep 30, 2025	CARTER FINANCIAL GROUP, INC.	0.6%	45.33K	1.52M	-1.23K	-2.64%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.29%	22.32K	750.43K	22.32K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.28%	21.2K	712.59K	4.24K	+25.04%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.28%	21.07K	708.33K	264	+1.27%
Sep 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.27%	20.87K	701.75K	-1.6K	-7.12%
Sep 30, 2025	AXIM PLANNING & WEALTH	0.25%	19.05K	640.53K	19.05K	+100.00%
Sep 30, 2025	CONTINENTAL INVESTORS SERVICES, INC.	2.25%	170.78K	5.77M	49.04K	+40.28%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.21K	-100.00%
Sep 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0%	0	-	-11.8K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	8.18K	275.08K	-45.62K	-84.79%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.1K	37.02K	701	+175.25%
Sep 30, 2025	MORGAN STANLEY	0%	1	57	1	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	16.7%	1.27M	42.69M	42.43K	+3.46%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.15%	11.28K	359.95K	1.04K	+10.18%
Jun 30, 2025		0.02%	1.29K	41.01K	90	+7.53%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.16%	11.87K	378.9K	122	+1.04%
Jun 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.17%	12.58K	401.43K	12.58K	+100.00%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	14.63K	466.75K	5	+0.03%
Jun 30, 2025	LPL FINANCIAL LLC	0.22%	16.95K	540.92K	2.36K	+16.14%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.82%	62.67K	2M	-1.14K	-1.78%
Jun 30, 2025	CONTINENTAL INVESTORS SERVICES, INC.	1.6%	121.74K	3.9M	16.48K	+15.66%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.57%	43.5K	1.39M	33.55K	+337.26%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.73%	55.59K	1.79M	2.69K	+5.08%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0%	0	-	-61.75K	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	50	1.6K	25	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.34%	26.23K	836.9K	-545	-2.04%
Jun 30, 2025	BALBOA WEALTH PARTNERS	2.12%	161.63K	5.16M	18.77K	+13.14%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	2.32%	176.24K	5.62M	1.04K	+0.60%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	2.94%	223.3K	7.13M	-87.89K	-28.24%
Jun 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.21%	15.9K	507.37K	15.9K	+100.00%
Jun 30, 2025	TRUE PRIVATE WEALTH ADVISORS	3.59%	272.97K	8.71M	37.92K	+16.13%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	5.98%	455.12K	14.52M	92.73K	+25.59%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	16.14%	1.23M	39.7M	91.69K	+8.07%
Jun 30, 2025	MENARD FINANCIAL GROUP LLC	17.43%	1.33M	42.31M	22.28K	+1.71%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0%	0	-	-19.08K	-100.00%
Jun 30, 2025	NAVIGATION WEALTH MANAGEMENT, INC.	2.02%	153.62K	4.9M	123.86K	+416.15%
Jun 30, 2025	M1 CAPITAL MANAGEMENT LLC	1.17%	88.77K	2.83M	34.05K	+62.21%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	19.15K	610.95M	19.15K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	400	12.76K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.01%	558	17.81K	-2	-0.36%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	1.21K	38.58K	1.21K	+100.00%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.27%	20.81K	663.88K	1.26K	+6.42%
Jun 30, 2025	CARTER FINANCIAL GROUP, INC.	0.61%	46.56K	1.49M	46.56K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.71%	53.8K	1.72M	53.8K	+100.00%
Jun 30, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.75%	56.81K	1.81M	-1.15K	-1.98%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	65.85K	2.1M	436	+0.67%
Jun 30, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.3%	22.47K	717.08K	-545	-2.37%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.55%	117.71K	3.76M	7.22K	+6.53%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.34%	25.54K	815.08K	2.18K	+9.34%
Jun 30, 2025	UNIQUE WEALTH, LLC	0.44%	33.35K	1.06M	5.46K	+19.56%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.48%	36.79K	1.17M	-13	-0.04%
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.6%	45.87K	1.46M	45.87K	+100.00%
Jun 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.16%	11.8K	376.6K	-7	-0.06%
Jun 30, 2025	ALTERI WEALTH LLC	0.66%	50.05K	1.6M	28.35K	+130.64%
Jun 30, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	1%	75.7K	2.42M	12.66K	+20.08%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	2.12%	161.63K	5.16M	-21.23K	-11.61%
Jun 30, 2025	RETIREMENT WEALTH SOLUTIONS LLC	0.02%	1.29K	41.01K	90	+7.53%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.25%	19.29K	615.38K	-68	-0.35%
Jun 30, 2025	WAYFINDING FINANCIAL, LLC	2.11%	160.19K	5.22M	22.02K	+15.94%
Jun 30, 2025	CREATIVE PLANNING	5.42%	412.05K	13.15M	-817.62K	-66.49%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	25.7K	820.09K	25.7K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.51%	38.71K	1.24M	-20.77K	-34.92%
Mar 31, 2025	MENARD FINANCIAL GROUP LLC	18.46%	1.3M	39.02M	140.32K	+12.06%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.27%	19.08K	574K	19.08K	+100.00%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.75%	52.9K	1.57M	23.96K	+82.77%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.93%	65.42K	1.97M	-2.47K	-3.64%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	2.48%	175.2K	5.27M	-107.92K	-38.12%
Mar 31, 2025	TRUE PRIVATE WEALTH ADVISORS	3.33%	235.05K	7.07M	53.78K	+29.67%
Mar 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.33%	23.02K	692.58K	234	+1.03%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.38%	26.77K	805.57K	933	+3.61%
Mar 31, 2025	UNIQUE WEALTH, LLC	0.4%	27.89K	839.27K	8.81K	+46.15%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.56%	110.49K	3.33M	2.01K	+1.85%
Mar 31, 2025	WAYFINDING FINANCIAL, LLC	1.96%	138.17K	4.16M	-4.26K	-2.99%
Mar 31, 2025	BALBOA WEALTH PARTNERS	2.02%	142.86K	4.3M	-31.32K	-17.98%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.15%	10.24K	308.06K	10.24K	+100.00%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.17%	11.75K	353.62K	1.87K	+18.90%
Mar 31, 2025	NAVIGATION WEALTH MANAGEMENT, INC.	0.42%	29.76K	896.73K	29.76K	+100.00%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.52%	36.8K	1.11M	5.07K	+15.97%
Mar 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.89%	63.04K	1.9M	24.57K	+63.89%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.9%	63.8K	1.92M	2.44K	+3.98%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	4.41%	311.19K	9.36M	10.37K	+3.45%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	5.13%	362.4K	10.9M	148.07K	+69.09%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	16.08%	1.14M	34.18M	101.31K	+9.79%
Mar 31, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0%	0	-	-2.4K	-100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-132	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1.27K	-100.00%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-786	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.25K	-100.00%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	25	753	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	400	12.04K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.01%	560	16.85K	406	+263.64%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0%	0	-	-14.57K	-100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.14%	9.95K	299.37K	9.95K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.21%	14.6K	439.17K	-1.7K	-10.44%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.21%	14.62K	448.09K	0	0
Mar 31, 2025	HERITAGE WEALTH PARTNERS, LLC	0.26%	18.23K	548.6K	3.98K	+27.92%
Mar 31, 2025		0.02%	1.2K	35.96K	75	+6.70%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.28%	19.55K	588.22K	583	+3.07%
Mar 31, 2025	DISCIPLINE WEALTH SOLUTIONS, LLC	0.82%	57.96K	1.74M	-34.38K	-37.23%
Mar 31, 2025	GTS SECURITIES LLC	0.84%	59.49K	1.79M	-8.35K	-12.31%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.33%	23.36K	702.93K	9.28K	+65.90%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.87%	61.75K	1.86M	61.75K	+100.00%
Mar 31, 2025	CONTINENTAL INVESTORS SERVICES, INC.	1.49%	105.26K	3.16M	22.09K	+26.56%
Mar 31, 2025	CREATIVE PLANNING	17.15%	1.23M	37M	1.23M	+100.00%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	2.59%	182.85K	5.5M	6.58K	+3.73%

Frequently Asked Questions