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

Who are the major shareholders selling WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock?

CHERRY TREE WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in AGZD by -6.48% restricting it's holding to 3.23 thousand shares of worth nearly $72.72K. PRIVATE ADVISOR GROUP, LLC also lessened -6.31% of the AGZD shares from its portfolio, reducing its holding to 14.62 thousand shares of worth $328.62K. GLOBAL RETIREMENT PARTNERS, LLC also shunned AGZD shares holding by -1.04% last quarter which brought its holding to 47.3 thousand shares worth $1.06M.

Investors who are buying AGZD stock?

As per its latest 13F filing, COMERICA BANK increased its stake in AGZD by 100% in the last quarter. The institutional holder raised its holding to 690 shares having worth more than $15.52K. HORIZON INVESTMENTS, LLC also added 31.83% more shares of AGZD to its portfolio, raising its holding to 874 shares of worth $19.60K. AE WEALTH MANAGEMENT LLC also increased its AGZD shares holding by 22.47% which brought its holding to 970 shares worth $21.81K.

AGZD's major insiders: who are they?

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

Did an insider recently sell AGZD stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's stock. Within the last six months, there have been 0 transaction(s) in which AGZD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AGZD stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund insiders have bought stock, totalling 0 shares

How much of AGZD does insiders own?

Around 0 WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund shares are held by insiders, which represents about N/A of AGZD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AGZD?

COMERICA BANK is the largest institutional owner in AGZD which holds 690 shares worth $15.52K or 0.02% of the total AGZD shares outstanding followed by HORIZON INVESTMENTS, LLC with ownership of 874 shares representing 0.02% of the AGZD ownership. CHERRY TREE WEALTH MANAGEMENT, LLC is the third largest stakeholder with 3.23 thousand shares or 0.08% of the ownership worth more than $72.72K.

Is WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund 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 AGZD is concerned, it is a stock which is not optionable.

Is there a short position on AGZD's shares?

Number of AGZD 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 AGZD shares are there?

As of today, null shares of AGZD are outstanding.

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

AGZD 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 AGZD is null.

WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) 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. COMERICA BANK is the top corporate investor, holding 690 shares valued at $15.52K. A 0.02% stake in WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is owned by the company. HORIZON INVESTMENTS, LLC owns 874 shares valued at $19.60K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	COMERICA BANK	0.02%	690	15.52K	690	+100.00%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.02%	874	19.6K	211	+31.83%
Dec 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.08%	3.23K	72.72K	-224	-6.48%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	14.62K	328.62K	-985	-6.31%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	928	20.82K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	970	21.81K	178	+22.47%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.13%	47.3K	1.06M	-495	-1.04%
Dec 31, 2025	WBI INVESTMENTS, INC.	1.43%	59.88K	1.35M	-18.16K	-23.27%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.54%	64.66K	1.45M	-591	-0.91%
Dec 31, 2025	ROYAL BANK OF CANADA	1.62%	68.07K	1.53M	1.26K	+1.89%
Dec 31, 2025	AXS INVESTMENTS LLC	1.77%	70.4K	1.58M	73	+0.10%
Dec 31, 2025	SIGMA PLANNING CORP	1.86%	74.17K	1.67M	1.18K	+1.62%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	2.17%	86.38K	1.94M	-1.18K	-1.35%
Dec 31, 2025	SYKON CAPITAL LLC	2.54%	106.65K	2.4M	56.2K	+111.39%
Dec 31, 2025	TRILOGY CAPITAL INC.	3.57%	141.95K	3.19M	-10.77K	-7.05%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	3.62%	151.98K	3.42M	-14.63K	-8.78%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	4.63%	194.34K	4.37M	-15.29K	-7.30%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.68%	196.42K	4.42M	-251.47K	-56.15%
Dec 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.42%	17.46K	392.63K	0	0
Dec 31, 2025		0.42%	17.66K	397.09K	17.66K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-133.03K	-100.00%
Dec 31, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.02%	826	18.57K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.44%	17.42K	391.58K	15K	+620.82%
Dec 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.45%	17.73K	404.7K	17.73K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.48%	20.04K	451K	20.04K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.5%	19.72K	443.4K	1.08K	+5.79%
Dec 31, 2025	MARINER, LLC	0%	0	-	-70.06K	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-223	-100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	2.3K	51.72K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.16%	6.19K	139.14K	1.77K	+40.06%
Dec 31, 2025	CITADEL ADVISORS LLC	0.26%	11K	247.43K	-34.09K	-75.60%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.3%	11.93K	268K	11.93K	+100.00%
Dec 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.32%	13.62K	306.32K	-980	-6.71%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.68%	28.53K	641.39K	2.72K	+10.55%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.62%	25.97K	583.96K	-673	-2.53%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	34.6K	778.07K	3.28K	+10.47%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	20	0	0
Dec 31, 2025	MORGAN STANLEY	0%	1	23	-218	-99.54%
Dec 31, 2025	FMR LLC	0%	15	337	14	+1,400.00%
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	42	945	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	166	3.73K	0	0
Dec 31, 2025	FRONT ROW ADVISORS LLC	0.03%	1.16K	26.08K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	8.06K	181.11K	8.06K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.25%	9.86K	221.66K	229	+2.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	36.85K	829.85K	-9.63K	-20.72%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.93%	36.88K	829.27K	36.88K	+100.00%
Dec 31, 2025	UBS GROUP AG	1%	41.92K	942.62K	-8.25K	-16.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.57%	275.63K	6.2M	252.1K	+1,071.10%
Dec 31, 2025	MCADAM, LLC	6.78%	284.44K	6.4M	40.07K	+16.40%
Dec 31, 2025	LPL FINANCIAL LLC	9.34%	391.66K	8.81M	44.18K	+12.71%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	244	5.48K	3	+1.24%
Dec 31, 2025	WIN ADVISORS, INC	0%	0	-	-38.54K	-100.00%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	3.93%	166.61K	3.75M	-28.78K	-14.73%
Sep 30, 2025	MCADAM, LLC	5.76%	244.37K	5.5M	28.06K	+12.97%
Sep 30, 2025	JPMORGAN CHASE & CO	0.1%	4.42K	99.41K	4.42K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	9.63K	216.65K	13	+0.14%
Sep 30, 2025	CITADEL ADVISORS LLC	1.06%	45.09K	1.01M	21.81K	+93.67%
Sep 30, 2025	GOODMAN ADVISORY GROUP, LLC	0%	0	-	-2.87K	-100.00%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	166	3.74K	0	0
Sep 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	42	945	0	0
Sep 30, 2025	LPL FINANCIAL LLC	8.19%	347.48K	7.82M	-29.1K	-7.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	10.55%	447.89K	10.08M	-30.72K	-6.42%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-22.89K	-100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-11.11K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.1%	46.48K	1.04M	-7.64K	-14.11%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	2.06%	87.56K	1.97M	-23.3K	-21.02%
Sep 30, 2025	JANE STREET GROUP, LLC	3.14%	133.03K	2.99M	-26.28K	-16.49%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	223	5.01K	3	+1.36%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	223	5.02K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	241	5.42K	2	+0.84%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.37%	15.6K	351.01K	-223	-1.41%
Sep 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.41%	17.46K	392.9K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.44%	18.64K	419.43K	1.73K	+10.20%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	31	-236	-99.58%
Sep 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.08%	3.46K	77.81K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-5.75K	-100.00%
Sep 30, 2025	INVESTORS RESEARCH CORP	0%	0	-	-310	-100.00%
Sep 30, 2025	FMR LLC	0%	1	23	0	0
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.02%	663	14.86K	663	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	792	17.82K	-13	-1.61%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.02%	826	18.59K	-1	-0.12%
Sep 30, 2025	FRONT ROW ADVISORS LLC	0.03%	1.16K	26.1K	-280	-19.44%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	2.3K	51.75K	0	0
Sep 30, 2025		0.33%	13.8K	310.5K	13.8K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	2.42K	54.35K	-19.83K	-89.14%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.63%	26.64K	599.49K	10.52K	+65.24%
Sep 30, 2025	WIN ADVISORS, INC	0.91%	38.54K	867.05K	2.11K	+5.78%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.13%	47.79K	1.08M	4.02K	+9.19%
Sep 30, 2025	UBS GROUP AG	1.18%	50.17K	1.13M	2.05K	+4.26%
Sep 30, 2025	SYKON CAPITAL LLC	1.19%	50.45K	1.14M	-31.65K	-38.55%
Sep 30, 2025	AXS INVESTMENTS LLC	1.66%	70.32K	1.58M	-24.81K	-26.08%
Sep 30, 2025	MORGAN STANLEY	0.01%	219	4.93K	1	+0.46%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	928	20.81K	0	0
Sep 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.34%	14.6K	328.58K	-6K	-29.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	23.54K	529.55K	-1.97K	-7.73%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.61%	25.8K	580.55K	4.08K	+18.79%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	31.32K	705K	-940	-2.91%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.54%	65.25K	1.47M	-4.65K	-6.65%
Sep 30, 2025	ROYAL BANK OF CANADA	1.57%	66.81K	1.5M	10.34K	+18.31%
Sep 30, 2025	MARINER, LLC	1.65%	70.06K	1.58M	3.58K	+5.38%
Sep 30, 2025	TRILOGY CAPITAL INC.	3.6%	152.72K	3.44M	-37.28K	-19.62%
Sep 30, 2025	SIGMA PLANNING CORP	1.72%	72.99K	1.64M	-7.4K	-9.21%
Sep 30, 2025	WBI INVESTMENTS, INC.	1.84%	78.03K	1.76M	-18.2K	-18.91%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	4.94%	209.63K	4.72M	-16.23K	-7.19%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	237	5.27K	2	+0.85%
Jun 30, 2025	CITADEL ADVISORS LLC	0.53%	23.28K	517.58K	-28.2K	-54.77%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	11.11K	246.98K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	5.75K	127.71K	5.75K	+100.00%
Jun 30, 2025	FMR LLC	0%	1	22	1	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0%	0	-	-12.94K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1%	43.77K	973.02K	43.77K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	25.51K	567.05K	-7.27K	-22.18%
Jun 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.47%	20.6K	457.92K	-331	-1.58%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.37%	16.12K	358.44K	247	+1.56%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.52%	22.89K	508.89K	-57.24K	-71.43%
Jun 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.4%	17.46K	388.18K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.51%	22.25K	494.53K	-7.75K	-25.84%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.38%	16.92K	376.02K	4.44K	+35.59%
Jun 30, 2025	ROYAL BANK OF CANADA	1.28%	56.47K	1.26M	-2.12K	-3.62%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	4.45%	195.38K	4.34M	-3.25K	-1.64%
Jun 30, 2025	TRILOGY CAPITAL INC.	4.32%	190K	4.22M	-726.94K	-79.28%
Jun 30, 2025	WIN ADVISORS, INC	0.83%	36.43K	809.84K	-346.07K	-90.48%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	32.26K	717K	-2.83K	-8.07%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.49%	21.72K	482.84K	-1.64K	-7.01%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.01%	310	6.89K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	223	4.96K	118	+112.38%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	220	4.9K	2	+0.92%
Jun 30, 2025	MORGAN STANLEY	0.01%	218	4.85K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	42	934	0	0
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0%	0	-	-18.19K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-17	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-10.4K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-70	-100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0%	0	-	-18.42K	-100.00%
Jun 30, 2025	FERMATA ADVISORS, LLC	0%	0	-	-21.24K	-100.00%
Jun 30, 2025	TRUEMARK INVESTMENTS, LLC	0%	0	-	-11.01K	-100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.36%	15.82K	351.76K	-3.36K	-17.50%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	9.62K	213.77K	-3.12K	-24.49%
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.08%	3.46K	76.87K	0	0
Jun 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.07%	2.87K	63.89K	2.39K	+488.93%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	2.3K	51.13K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	10.89%	478.61K	10.64M	-36.26K	-7.04%
Jun 30, 2025	LPL FINANCIAL LLC	8.57%	376.58K	8.37M	-51.71K	-12.07%
Jun 30, 2025	MCADAM, LLC	4.92%	216.31K	4.81M	13.15K	+6.47%
Jun 30, 2025	JANE STREET GROUP, LLC	3.62%	159.3K	3.54M	26.26K	+19.74%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	2.52%	110.86K	2.46M	218	+0.20%
Jun 30, 2025	WBI INVESTMENTS, INC.	2.19%	96.23K	2.14M	55.36K	+135.46%
Jun 30, 2025	AXS INVESTMENTS LLC	2.16%	95.14K	2.11M	95.14K	+100.00%
Jun 30, 2025	SYKON CAPITAL LLC	1.87%	82.11K	1.83M	-21.46K	-20.72%
Jun 30, 2025	FRONT ROW ADVISORS LLC	0.03%	1.44K	32.01K	-560	-28.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	928	20.6K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	1.83%	80.39K	1.79M	2	0.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.59%	69.9K	1.55M	-135.17K	-65.91%
Jun 30, 2025	MARINER, LLC	1.51%	66.48K	1.48M	1.43K	+2.20%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.23%	54.12K	1.2M	-34	-0.06%
Jun 30, 2025	UBS GROUP AG	1.09%	48.12K	1.07M	-6.07K	-11.20%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	805	17.9K	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	239	5.3K	3	+1.27%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	166	3.69K	0	0
Jun 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.02%	827	18.54K	-763	-47.99%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	5.14%	225.86K	5.02M	-2.42K	-1.06%
Jun 30, 2025		0.02%	827	18.54K	-763	-47.99%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	12.73K	284.61K	-175.87K	-93.25%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	35.1K	784K	4.22K	+13.67%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	36.21K	809.2K	36.21K	+100.00%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.72%	40.87K	913.47K	-46.21K	-53.07%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	32.78K	732.63K	-229.65K	-87.51%
Mar 31, 2025	CITADEL ADVISORS LLC	0.91%	51.48K	1.15M	51.48K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.95%	54.15K	1.21M	2.79K	+5.44%
Mar 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.37%	20.93K	467.77K	-427	-2.00%
Mar 31, 2025	UBS GROUP AG	0.96%	54.19K	1.21M	11.63K	+27.31%
Mar 31, 2025	MARINER, LLC	1.15%	65.05K	1.45M	604	+0.94%
Mar 31, 2025	SIGMA PLANNING CORP	1.42%	80.39K	1.8M	14.15K	+21.37%
Mar 31, 2025	SYKON CAPITAL LLC	1.83%	103.57K	2.31M	-68.85K	-39.93%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	19.18K	428.65K	-3.82K	-16.61%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	805	17.99K	0	0
Mar 31, 2025	FRONT ROW ADVISORS LLC	0.04%	2K	44.7K	0	0
Mar 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.06%	3.46K	77.29K	0	0
Mar 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.31%	17.46K	390.28K	0	0
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.32%	18.19K	406.5K	0	0
Mar 31, 2025	PFG INVESTMENTS, LLC	0.22%	12.48K	278.82K	-150	-1.19%
Mar 31, 2025	TRUEMARK INVESTMENTS, LLC	0.19%	11.01K	246.14K	-8.57K	-43.76%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.18%	10.4K	233K	10.4K	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	2.3K	51.41K	0	0
Mar 31, 2025	WIN ADVISORS, INC	6.74%	382.5K	8.55M	341.23K	+826.81%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.2%	11.11K	248.31K	11.11K	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	928	20.57K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	12.94K	289K	-635	-4.68%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.41%	23.36K	522.03K	23.36K	+100.00%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	3.51%	198.63K	4.44M	-2.69K	-1.34%
Mar 31, 2025	MORGAN STANLEY	0%	218	4.87K	-421	-65.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	235	5.26K	234	+23,400.00%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.53%	30K	670.69K	2.53K	+9.22%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.37%	21.24K	474.64K	21.24K	+100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	1.41%	80.13K	1.79M	60.42K	+306.60%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.32%	18.42K	411.71K	-30.21K	-62.12%
Mar 31, 2025	ROYAL BANK OF CANADA	1.03%	58.58K	1.31M	12.04K	+25.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	3.62%	205.07K	4.58M	131.37K	+178.24%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	4.03%	228.27K	5.1M	-365	-0.16%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	1.95%	110.64K	2.47M	-1.05K	-0.94%
Mar 31, 2025	JANE STREET GROUP, LLC	2.35%	133.04K	2.97M	133.04K	+100.00%
Mar 31, 2025	MCADAM, LLC	3.58%	203.17K	4.54M	-208	-0.10%
Mar 31, 2025	LPL FINANCIAL LLC	7.55%	428.29K	9.57M	-150.47K	-26.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.08%	514.87K	11.51M	-84.26K	-14.06%
Mar 31, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	218	4.87K	2	+0.93%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	236	5.28K	2	+0.85%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.01%	310	6.93K	0	0
Mar 31, 2025	GOODMAN ADVISORY GROUP, LLC	0.01%	488	10.91K	488	+100.00%
Mar 31, 2025		0.03%	1.59K	35.54K	-443	-21.79%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.28%	15.88K	354.85K	1.15K	+7.83%
Mar 31, 2025	TRILOGY CAPITAL INC.	16.17%	916.94K	20.49M	17.29K	+1.92%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-13.07K	-100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	865	19.17K	0	0
Mar 31, 2024		0.03%	2.33K	51.53M	21	+0.91%
Mar 31, 2024	PACIFIC CAPITAL WEALTH ADVISORS, INC	0.06%	4.43K	97.77K	0	0
Mar 31, 2024	MAIN LINE RETIREMENT ADVISORS, LLC	0.19%	14.78K	342.19K	-2.96K	-16.67%
Mar 31, 2024	MAIN STREET FINANCIAL SOLUTIONS, LLC	0%	0	-	-100.94K	-100.00%
Mar 31, 2024	WEALTHSHIELD PARTNERS, LLC	0%	0	-	-662	-100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-119.41K	-100.00%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0%	0	-	-64.03K	-100.00%
Mar 31, 2024	GTS SECURITIES LLC	0%	0	-	-25.73K	-100.00%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0%	0	-	-14.21K	-100.00%
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.01%	627	13.84K	-91	-12.67%
Mar 31, 2024	CLEAR POINT ADVISORS INC.	0.03%	2.33K	51.53M	21	+0.91%
Mar 31, 2024	FRONT ROW ADVISORS LLC	0.03%	2.35K	51.89K	0	0
Mar 31, 2024	CHERRY TREE WEALTH MANAGEMENT, LLC	0.05%	3.46K	76.35K	0	0
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0.6%	45.56K	1.01M	482	+1.07%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.7%	53K	1.17M	8.45K	+18.95%
Mar 31, 2024	MARINER, LLC	0.79%	60.24K	1.33M	1.05K	+1.78%
Mar 31, 2024	GOODMAN ADVISORY GROUP, LLC	0.95%	72.3K	1.6M	56.67K	+362.38%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	1%	76.29K	1.69M	76.29K	+100.00%
Mar 31, 2024	SYKON CAPITAL LLC	1.06%	81.03K	1.79M	-80.56K	-49.86%
Mar 31, 2024	TOWER WEALTH PARTNERS, INC.	1.19%	90.61K	2M	3.16K	+3.61%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.35%	102.83K	2.27M	-3.61K	-3.39%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	1.53%	116.69K	2.58M	-3.68K	-3.05%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	3.14%	238.94K	5.28M	-10.59K	-4.25%
Mar 31, 2024	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0.2%	15.24K	337K	-1.16K	-7.06%
Mar 31, 2024	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.23%	17.46K	385.56K	0	0
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.24%	18.19K	401.59K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.29%	21.78K	481K	-54.88K	-71.59%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	22.36K	494K	22.36K	+100.00%
Mar 31, 2024	INTERACTIVE FINANCIAL ADVISORS, INC.	0.3%	22.8K	503.44K	16.76K	+277.67%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.32%	24.37K	538.15K	12.34K	+102.52%
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.47%	35.44K	782.54K	310	+0.88%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.54%	41.11K	907.66K	-28.96K	-41.33%
Mar 31, 2024	LEE FINANCIAL GROUP HAWAII, INC.	0.56%	42.35K	935.04K	1.83K	+4.52%
Mar 31, 2024	SIGMA PLANNING CORP	0.75%	57.3K	1.27M	29.3K	+104.65%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.76%	57.84K	1.28M	1.76K	+3.14%
Mar 31, 2024	MCADAM, LLC	2.71%	206.71K	4.56M	28.05K	+15.70%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	13.46%	1.03M	22.8M	124.61K	+13.83%
Mar 31, 2024	WIN ADVISORS, INC	6.81%	518.39K	11.45M	518.39K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-28.16K	-100.00%
Mar 31, 2024	TRILOGY CAPITAL INC.	9.19%	700.13K	15.46M	-14.42K	-2.02%
Mar 31, 2024	PRIVATE TRUST CO NA	0%	0	-	-872	-100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	0	-	-216	-100.00%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	6	143	-43	-87.76%
Mar 31, 2024	INVESTORS RESEARCH CORP	0%	310	6.85K	0	0
Mar 31, 2024	CREEKMUR ASSET MANAGEMENT LLC	0%	314	6.94K	106	+50.96%
Mar 31, 2024	MATHER GROUP, LLC.	0.09%	7.11K	155.94K	7.11K	+100.00%
Mar 31, 2024	RDA FINANCIAL NETWORK	0.17%	13.14K	290.04K	-96	-0.73%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	13.16K	290.52K	494	+3.90%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	13.97K	308.44K	2.93K	+26.55%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.19%	14.27K	315.13K	29	+0.20%
Mar 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	44	2.41M	1	+2.33%
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-859	-100.00%
Mar 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-9.56K	-100.00%
Mar 31, 2023	OLD MISSION CAPITAL LLC	0%	25.88K	1.13B	-88.33K	-77.34%
Mar 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0%	139.88K	6.09M	-34.6K	-19.83%
Mar 31, 2023	MARINER, LLC	0%	45.25K	1.97M	18.84K	+71.33%
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	41.77K	1.82M	152	+0.37%
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	MML INVESTORS SERVICES, LLC	0%	27.06K	1.18M	2.36K	+9.53%
Mar 31, 2023	CAPITAL ANALYSTS, LLC	0%	15.91K	692K	711	+4.68%
Mar 31, 2023	FIRST WILSHIRE SECURITIES MANAGEMENT INC	0%	8.2K	357K	0	0
Mar 31, 2023	FRONT ROW ADVISORS LLC	0%	1.54K	67K	300	+24.25%
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	79	3K	-794	-90.95%
Mar 31, 2023	FLOW TRADERS U.S. LLC	0%	6.62K	288K	6.62K	+100.00%

Frequently Asked Questions