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

Who are the major shareholders selling Avantis Emerging Markets ex-China Equity ETF stock?

RIDGELINE WEALTH, LLC, in the last quarter, reduced its stake in AVXC by -1.33% restricting it's holding to 57.67 thousand shares of worth nearly $4.94M. NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC also lessened -6.34% of the AVXC shares from its portfolio, reducing its holding to 65.56 thousand shares of worth $5.62M. BELPOINTE ASSET MANAGEMENT LLC also shunned AVXC shares holding by -17.24% last quarter which brought its holding to 13.02 thousand shares worth $1.11M.

Investors who are buying AVXC stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in AVXC by 29.12% in the last quarter. The institutional holder raised its holding to 54.47 thousand shares having worth more than $4.66M. SCHUBERT & CO also added 3.31% more shares of AVXC to its portfolio, raising its holding to 18.46 thousand shares of worth $1.58M. PCG WEALTH ADVISORS, LLC also increased its AVXC shares holding by 1.19% which brought its holding to 38.81 thousand shares worth $3.32M.

AVXC's major insiders: who are they?

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

Did an insider recently sell AVXC stock?

Company executives, directors, and other insiders own N/A percent of Avantis Emerging Markets ex-China Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which AVXC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVXC stock?

There have been 0 transaction(s) during the past 6-months in which Avantis Emerging Markets ex-China Equity ETF insiders have bought stock, totalling 0 shares

How much of AVXC does insiders own?

Around 0 Avantis Emerging Markets ex-China Equity ETF shares are held by insiders, which represents about N/A of AVXC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AVXC?

JANE STREET GROUP, LLC is the largest institutional owner in AVXC which holds 54.47 thousand shares worth $4.66M or 1.08% of the total AVXC shares outstanding followed by RIDGELINE WEALTH, LLC with ownership of 57.67 thousand shares representing 1.14% of the AVXC ownership. NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC is the third largest stakeholder with 65.56 thousand shares or 1.3% of the ownership worth more than $5.62M.

Is Avantis Emerging Markets ex-China Equity 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 AVXC is concerned, it is a stock which is not optionable.

Is there a short position on AVXC's shares?

Number of AVXC 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 AVXC shares are there?

As of today, null shares of AVXC are outstanding.

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

AVXC 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 AVXC is null.

Avantis Emerging Markets ex-China Equity ETF (AVXC) 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. JANE STREET GROUP, LLC is the top corporate investor, holding 54.47K shares valued at $4.66M. A 1.08% stake in Avantis Emerging Markets ex-China Equity ETF is owned by the company. RIDGELINE WEALTH, LLC owns 57.67K shares valued at $4.94M, which translates its holding of 1.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JANE STREET GROUP, LLC	1.08%	54.47K	4.66M	12.28K	+29.12%
Jun 30, 2026	RIDGELINE WEALTH, LLC	1.14%	57.67K	4.94M	-779	-1.33%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.3%	65.56K	5.62M	-4.44K	-6.34%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.26%	13.02K	1.11M	-2.71K	-17.24%
Jun 30, 2026	SCHUBERT & CO	0.37%	18.46K	1.58M	591	+3.31%
Jun 30, 2026	CSENGE ADVISORY GROUP	0.1%	5.08K	434.92K	-4	-0.08%
Jun 30, 2026	FORTIS CAPITAL ADVISORS, LLC	0.26%	13.02K	1.11M	-2.71K	-17.24%
Jun 30, 2026	PCG WEALTH ADVISORS, LLC	0.77%	38.81K	3.32M	455	+1.19%
Jun 30, 2026	VESTMENT FINANCIAL LLC	4.26%	214.85K	17.79M	-6.68K	-3.01%
Jun 30, 2026	CLEARWATER CAPITAL ADVISORS, LLC	9.41%	474.08K	40.6M	9.32K	+2.00%
Jun 30, 2026	MACH-1 FINANCIAL GROUP, LLC	1.33%	66.97K	5.74M	3.97K	+6.30%
Jun 30, 2026	OLD MISSION CAPITAL LLC	2.42%	122.19K	10.47M	122.19K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.7%	186.59K	15.98M	159.61K	+591.55%
Jun 30, 2026	PACIFIC SAGE PARTNERS, LLC	3.79%	191.06K	16.36M	43.63K	+29.60%
Jun 30, 2026	TRAJAN WEALTH LLC	4%	201.43K	17.25M	-4.78K	-2.32%
Jun 30, 2026	MONTAG A & ASSOCIATES INC	0.06%	3.24K	277.07K	-75	-2.27%
Jun 30, 2026	FORTITUDE FAMILY OFFICE, LLC	0.55%	27.66K	2.37M	-3.1K	-10.06%
Jun 30, 2026	JPMORGAN CHASE & CO	0.77%	38.7K	3.26M	-3.05K	-7.30%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.08%	3.83K	328.29K	-172	-4.29%
Jun 30, 2026	PLANCORP, LLC	0.08%	4.08K	326.11K	0	0
Jun 30, 2026	BSW WEALTH PARTNERS	0.08%	4.18K	357.58K	-25	-0.60%
Jun 30, 2026	COLONY GROUP, LLC	0.08%	4.23K	362.29K	643	+17.93%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.08%	4.24K	362.89K	233	+5.82%
Jun 30, 2026		0.09%	4.34K	371.29K	4.34K	+100.00%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.09%	4.34K	371.29K	4.34K	+100.00%
Jun 30, 2026	CAUBLE & HARRE WEALTH MANAGEMENT, INC.	0.29%	14.48K	1.24M	1.92K	+15.25%
Jun 30, 2026	FSA ADVISORS, INC.	0.07%	3.76K	322.18K	3.76K	+100.00%
Jun 30, 2026	MADRID WEALTH MANAGEMENT, LLC	0.64%	32.31K	2.77M	851	+2.70%
Jun 30, 2026	NETWORTH ADVISORS, LLC	1.15%	58.19K	4.98M	23.24K	+66.49%
Jun 30, 2026	PROVIDENCE FINANCIAL ADVISORS, LLC	1.36%	68.55K	5.87M	35.73K	+108.90%
Jun 30, 2026	BOGART WEALTH, LLC	0.01%	698	59.78K	4	+0.58%
Jun 30, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.02%	1.11K	95.41K	1.11K	+100.00%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.04%	1.79K	153.36K	1.61K	+900.56%
Jun 30, 2026	ASSET DEDICATION, LLC	0.05%	2.54K	217.78K	-206	-7.49%
Jun 30, 2026	JFS WEALTH ADVISORS, LLC	0.06%	2.84K	242.9K	2.84K	+100.00%
Jun 30, 2026	RMR WEALTH BUILDERS	0.06%	2.93K	251.04K	2.93K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.25%	12.85K	1.1M	12.85K	+100.00%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.48%	24.18K	2.07M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	1.22%	61.3K	5.25M	11.48K	+23.03%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	2.55%	128.6K	11.01M	-5.35K	-3.99%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.06%	3.08K	264K	0	0
Jun 30, 2026	BETA WEALTH GROUP, INC.	0.09%	4.65K	397.84K	11	+0.24%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.1%	4.96K	424.53K	-811	-14.06%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	6.84K	585.75K	-137.89K	-95.27%
Jun 30, 2026	APPLIED CAPITAL LLC	0.15%	7.69K	658.42K	-1.49K	-16.20%
Jun 30, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.09%	4.51K	385.85K	-987	-17.97%
Jun 30, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.1%	4.97K	426.01K	0	0
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.17%	8.7K	744.88K	-2.11K	-19.55%
Jun 30, 2026	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.2%	10.09K	643.19K	0	0
Jun 30, 2026	CWS FINANCIAL ADVISORS, LLC	1.01%	50.89K	4.36M	25.28K	+98.70%
Jun 30, 2026	FRAGASSO GROUP INC.	0.1%	4.86K	415.82K	0	0
Jun 30, 2026	VERUS FINANCIAL PARTNERS, INC.	0.11%	5.65K	484K	0	0
Jun 30, 2026	APELLA CAPITAL, LLC	0.12%	5.83K	475.15K	0	0
Jun 30, 2026	RIALTO WEALTH MANAGEMENT, LLC	0.12%	5.94K	508.49K	5.94K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	6.24%	314.51K	26.94M	-31.76K	-9.17%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	28.45%	1.43M	122.84M	94.13K	+7.02%
Jun 30, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.87%	43.74K	3.75M	43.74K	+100.00%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.49%	24.18K	1.64M	-557	-2.25%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.54%	26.98K	1.82M	26.98K	+100.00%
Mar 31, 2026	CENTENNIAL WEALTH ADVISORY LLC	0.11%	5.49K	371.4K	-678	-10.99%
Mar 31, 2026	FMR LLC	0.01%	640	43.31K	620	+3,100.00%
Mar 31, 2026	BOGART WEALTH, LLC	0.01%	694	46.95K	694	+100.00%
Mar 31, 2026	MONTAG A & ASSOCIATES INC	0.07%	3.31K	223.86K	100	+3.12%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.08%	4.01K	270.86K	-42	-1.04%
Mar 31, 2026	PLANCORP, LLC	0.08%	4.08K	297.68K	0	0
Mar 31, 2026	BSW WEALTH PARTNERS	0.08%	4.2K	284.05K	-2.02K	-32.45%
Mar 31, 2026	BETA WEALTH GROUP, INC.	0.09%	4.63K	313.4K	4.63K	+100.00%
Mar 31, 2026	FRAGASSO GROUP INC.	0.1%	4.86K	331.47K	4.86K	+100.00%
Mar 31, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.1%	4.97K	336.4K	0	0
Mar 31, 2026	CSENGE ADVISORY GROUP	0.1%	5.08K	343.68K	395	+8.43%
Mar 31, 2026	JPMORGAN CHASE & CO	0.84%	41.74K	2.72M	-2.96K	-6.63%
Mar 31, 2026	JANE STREET GROUP, LLC	0.85%	42.18K	2.85M	31.78K	+305.43%
Mar 31, 2026	LPL FINANCIAL LLC	1%	49.83K	3.37M	45.66K	+1,094.65%
Mar 31, 2026	RIDGELINE WEALTH, LLC	1.17%	58.44K	3.95M	-1.19K	-1.99%
Mar 31, 2026	CITADEL ADVISORS LLC	2.91%	144.73K	9.79M	98.34K	+212.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	6.95%	346.27K	23.42M	12.17K	+3.64%
Mar 31, 2026	TRAJAN WEALTH LLC	4.14%	206.2K	13.95M	-3.07K	-1.47%
Mar 31, 2026	APELLA CAPITAL, LLC	0.12%	5.83K	446.02K	0	0
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.12%	5.77K	390.07K	262	+4.76%
Mar 31, 2026	APPLIED CAPITAL LLC	0.18%	9.17K	620.36K	-628	-6.41%
Mar 31, 2026	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.2%	10.09K	643.19K	0	0
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.22%	10.81K	731.09K	-346	-3.10%
Mar 31, 2026	FORTIS CAPITAL ADVISORS, LLC	0.32%	15.73K	1.06M	15.73K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.32%	15.73K	1.06M	15.73K	+100.00%
Mar 31, 2026	QUANTUM FINANCIAL ADVISORS, LLC	0.33%	16.5K	1.12M	0	0
Mar 31, 2026	FORTITUDE FAMILY OFFICE, LLC	0.62%	30.76K	2.08M	-97	-0.31%
Mar 31, 2026	PCG WEALTH ADVISORS, LLC	0.77%	38.36K	2.59M	38.36K	+100.00%
Mar 31, 2026	MACH-1 FINANCIAL GROUP, LLC	1.27%	63K	4.26M	12.66K	+25.14%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.41%	70K	4.73M	-2.84K	-3.90%
Mar 31, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	1.51%	75.12K	5.08M	-4.8K	-6.00%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.01%	580	39.23K	580	+100.00%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.08%	4K	270.8K	-254	-5.97%
Mar 31, 2026	SCHUBERT & CO	0.36%	17.87K	1.21M	3.07K	+20.72%
Mar 31, 2026	COLONY GROUP, LLC	0.07%	3.59K	242.59K	0	0
Mar 31, 2026	VESTMENT FINANCIAL LLC	4.45%	221.53K	16.81M	-2.88K	-1.28%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	88	5.95K	88	+100.00%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	144	10K	144	+100.00%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0%	179	12.11K	0	0
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0%	179	12.11K	-822	-82.12%
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0%	200	13.53K	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	253	17.11K	-189	-42.76%
Mar 31, 2026	EASTERN BANK	0.01%	293	19.82K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	951	64.32K	-1.38K	-59.25%
Mar 31, 2026	ASSET DEDICATION, LLC	0.06%	2.75K	185.9K	-56	-2.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.06%	3.08K	208K	3.08K	+100.00%
Mar 31, 2026	VERUS FINANCIAL PARTNERS, INC.	0.11%	5.65K	423.09K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	2.69%	133.95K	9.06M	25.31K	+23.30%
Mar 31, 2026		0.25%	12.57K	1M	12.57K	+100.00%
Mar 31, 2026	CLEARWATER CAPITAL ADVISORS, LLC	9.33%	464.77K	31.43M	56.53K	+13.85%
Mar 31, 2026	PACIFIC SAGE PARTNERS, LLC	2.96%	147.42K	9.97M	-1.42K	-0.96%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	26.91%	1.34M	90.63M	294.09K	+28.12%
Mar 31, 2026	CWS FINANCIAL ADVISORS, LLC	0.51%	25.61K	1.73M	25.61K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	55	3.51K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	28.58%	1.05M	66.7M	377.08K	+56.37%
Dec 31, 2025	APPLIED CAPITAL LLC	0.27%	9.8K	625.05K	-447	-4.36%
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.14%	4.97K	317.2K	163	+3.39%
Dec 31, 2025	BALANCE WEALTH, LLC	0.13%	4.88K	310.86K	-31	-0.63%
Dec 31, 2025	PACIFIC SAGE PARTNERS, LLC	4.07%	148.85K	9.49M	1.34K	+0.91%
Dec 31, 2025	JANE STREET GROUP, LLC	0.28%	10.4K	663.47K	10.4K	+100.00%
Dec 31, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.28%	10.09K	643.19K	-11.66K	-53.63%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.25%	8.97K	571.83K	-14.33K	-61.52%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.13%	4.69K	298.92K	423	+9.92%
Dec 31, 2025	VERUS FINANCIAL PARTNERS, INC.	0.15%	5.65K	391.59K	0	0
Dec 31, 2025	VESTMENT FINANCIAL LLC	6.13%	224.41K	14.83M	6.86K	+3.15%
Dec 31, 2025	LPL FINANCIAL LLC	0.11%	4.17K	265.99K	4.17K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.1%	3.59K	228.75K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	442	28.18K	442	+100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	435	27.74K	0	0
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0%	179	11.42K	179	+100.00%
Dec 31, 2025	CWM, LLC	0%	141	9K	141	+100.00%
Dec 31, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0%	29	1.85K	0	0
Dec 31, 2025	BSW WEALTH PARTNERS	0.17%	6.22K	396.53K	-360	-5.47%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.15%	5.51K	351.12K	292	+5.60%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.12%	4.26K	271.54K	-373	-8.05%
Dec 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	11.15%	408.24K	26.03M	2.21K	+0.54%
Dec 31, 2025	PLANCORP, LLC	0.11%	4.08K	259.87K	0	0
Dec 31, 2025	MONTAG A & ASSOCIATES INC	0.09%	3.21K	204.7K	3.21K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	9.13%	334.1K	21.31M	10.48K	+3.24%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.11%	4.05K	258.08K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	2.33K	148.86K	938	+67.19%
Dec 31, 2025	JDM FINANCIAL GROUP LLC	0.01%	202	12.88K	-127	-38.60%
Dec 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.17%	6.17K	393.44K	259	+4.38%
Dec 31, 2025	APELLA CAPITAL, LLC	0.16%	5.83K	371.97K	0	0
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.68%	24.74K	1.58M	-569	-2.25%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.45%	16.5K	1.05M	0	0
Dec 31, 2025	TRAJAN WEALTH LLC	5.72%	209.27K	13.35M	-8.9K	-4.08%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-555	-100.00%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	2.97%	108.65K	6.93M	12.44K	+12.93%
Dec 31, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	2.18%	79.92K	5.1M	-2.07K	-2.52%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.99%	72.84K	4.65M	-15.38K	-17.43%
Dec 31, 2025	RIDGELINE WEALTH, LLC	1.63%	59.63K	3.8M	1.38K	+2.37%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	1.38%	50.35K	3.21M	50.35K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	1.27%	46.39K	2.96M	38.13K	+461.73%
Dec 31, 2025	JPMORGAN CHASE & CO	1.22%	44.71K	2.85M	187	+0.42%
Dec 31, 2025	ASSET DEDICATION, LLC	0.08%	2.81K	178.86K	1.09K	+63.56%
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.03%	1K	63.82K	1K	+100.00%
Dec 31, 2025	EASTERN BANK	0.01%	293	18.69K	0	0
Dec 31, 2025	MCILRATH & ECK, LLC	0.01%	246	15.69K	0	0
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.01%	200	12.75K	0	0
Dec 31, 2025		0%	73	4.66K	73	+100.00%
Dec 31, 2025	FORTITUDE FAMILY OFFICE, LLC	0.84%	30.86K	1.97M	-1.89K	-5.76%
Dec 31, 2025	SCHUBERT & CO	0.4%	14.8K	944.07K	2.35K	+18.89%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.3%	11.16K	711.45K	1.7K	+17.97%
Sep 30, 2025	APPLIED CAPITAL LLC	0.36%	10.25K	614.15K	-836	-7.54%
Sep 30, 2025	SCHUBERT & CO	0.43%	12.45K	746.25K	4.42K	+54.97%
Sep 30, 2025	RIDGELINE WEALTH, LLC	2.02%	58.25K	3.49M	4.39K	+8.15%
Sep 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	2.85%	81.99K	4.91M	-4.41K	-5.10%
Sep 30, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.76%	21.75K	1.08M	0	0
Sep 30, 2025	ASSET DEDICATION, LLC	0.06%	1.72K	102.76K	1.22K	+249.29%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	1.4K	83.35K	18	+1.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	555	33.26K	555	+100.00%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.16%	4.63K	277.54K	0	0
Sep 30, 2025	JDM FINANCIAL GROUP LLC	0.01%	329	19.72K	0	0
Sep 30, 2025	EASTERN BANK	0.01%	293	17.56K	0	0
Sep 30, 2025	MCILRATH & ECK, LLC	0.01%	246	14.74K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.33%	9.46K	566.76K	3.14K	+49.78%
Sep 30, 2025	CITADEL ADVISORS LLC	0.29%	8.26K	494.9K	-16.24K	-66.29%
Sep 30, 2025	BSW WEALTH PARTNERS	0.23%	6.58K	394.22K	0	0
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.21%	5.91K	354.25K	947	+19.08%
Sep 30, 2025	APELLA CAPITAL, LLC	0.2%	5.83K	358.35K	0	0
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.17%	4.81K	288.33K	878	+22.32%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.15%	4.26K	255.52K	-13	-0.30%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.57%	16.5K	989.03K	0	0
Sep 30, 2025	VESTMENT FINANCIAL LLC	7.55%	217.55K	13.15M	128.3K	+143.77%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	55	3.3K	0	0
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.01%	200	11.99K	0	0
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.88%	25.31K	1.52M	-257	-1.01%
Sep 30, 2025	FORTITUDE FAMILY OFFICE, LLC	1.14%	32.74K	1.96M	-233	-0.71%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-89.51K	-100.00%
Sep 30, 2025	TRAJAN WEALTH LLC	7.58%	218.17K	13.07M	-9.89K	-4.34%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-28.32K	-100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	3.34%	96.21K	5.77M	24.77K	+34.67%
Sep 30, 2025	JPMORGAN CHASE & CO	1.55%	44.52K	2.67M	-8.45K	-15.95%
Sep 30, 2025	FMR LLC	0%	8	479	8	+100.00%
Sep 30, 2025	SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC	0%	29	1.74K	29	+100.00%
Sep 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.2%	5.65K	338.67K	0	0
Sep 30, 2025	BALANCE WEALTH, LLC	0.17%	4.91K	294.03K	-217	-4.24%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	23.23%	668.89K	40.09M	90.8K	+15.71%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.81%	23.3K	1.4M	23.3K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.12%	3.59K	214.97K	0	0
Sep 30, 2025	RMR WEALTH BUILDERS	0%	0	-	-4.78K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-90.64K	-100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	435	26.07K	435	+100.00%
Sep 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	14.1%	406.03K	24.33M	4.84K	+1.21%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	11.24%	323.61K	19.39M	121.2K	+59.87%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	3.06%	88.22K	5.29M	-16.12K	-15.45%
Sep 30, 2025	PACIFIC SAGE PARTNERS, LLC	5.12%	147.5K	8.84M	147.5K	+100.00%
Sep 30, 2025	PLANCORP, LLC	0.14%	4.08K	244.22K	0	0
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0%	0	-	-5.6K	-100.00%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-3.94K	-100.00%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.14%	4.05K	242.54K	4.05K	+100.00%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.18%	5.21K	312.48K	-96	-1.81%
Jun 30, 2025	BALANCE WEALTH, LLC	0.18%	5.12K	290.06K	5.12K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	3.17%	89.51K	5.07M	89.51K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	3.21%	90.64K	5.13M	90.64K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-66.21K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	55	3.11K	55	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	1.38K	78.04K	1.38K	+100.00%
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0.14%	3.94K	223.08K	3.04K	+335.84%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.18%	4.96K	281.06K	86	+1.76%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.19%	5.31K	300.65K	-277	-4.96%
Jun 30, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.77%	21.75K	1.08M	0	0
Jun 30, 2025	RIDGELINE WEALTH, LLC	1.91%	53.86K	3.05M	8.27K	+18.13%
Jun 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	3.06%	86.4K	4.2M	-784	-0.90%
Jun 30, 2025	VESTMENT FINANCIAL LLC	3.16%	89.24K	5.08M	89.24K	+100.00%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.01%	200	11.32K	0	0
Jun 30, 2025	MCILRATH & ECK, LLC	0.01%	246	13.93K	-60	-19.61%
Jun 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.2%	5.6K	316.96K	5.6K	+100.00%
Jun 30, 2025	VERUS FINANCIAL PARTNERS, INC.	0.2%	5.65K	321.68K	0	0
Jun 30, 2025	APELLA CAPITAL, LLC	0.21%	5.83K	329.04K	0	0
Jun 30, 2025	SCHUBERT & CO	0.28%	8.04K	454.94K	1.82K	+29.22%
Jun 30, 2025	APPLIED CAPITAL LLC	0.39%	11.08K	627.55K	-1.08K	-8.91%
Jun 30, 2025	CITADEL ADVISORS LLC	0.87%	24.5K	1.39M	-8.71K	-26.23%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.91%	25.57K	1.45M	8.48K	+49.66%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1%	28.32K	2.25M	12.16K	+75.23%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	3.59K	203.1K	3.59K	+100.00%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.14%	3.93K	222.69K	3.93K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-12.21K	-100.00%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	3.7%	104.34K	5.91M	60.84K	+139.82%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	7.18%	202.42K	11.46M	202.42K	+100.00%
Jun 30, 2025	TRAJAN WEALTH LLC	8.09%	228.06K	12.91M	-5.48K	-2.35%
Jun 30, 2025	CLEARWATER CAPITAL ADVISORS, LLC	14.23%	401.19K	22.72M	401.19K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	20.5%	578.09K	32.73M	111.24K	+23.83%
Jun 30, 2025		0.14%	3.94K	223.08K	3.04K	+335.84%
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	1.17%	32.98K	1.87M	32.98K	+100.00%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	2.53%	71.44K	4.04M	-318	-0.44%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-2.77K	-100.00%
Jun 30, 2025	EASTERN BANK	0.01%	293	16.59K	47	+19.11%
Jun 30, 2025	PLANCORP, LLC	0.14%	4.08K	230.73K	4.08K	+100.00%
Jun 30, 2025	JDM FINANCIAL GROUP LLC	0.01%	329	18.63K	0	0
Jun 30, 2025	ASSET DEDICATION, LLC	0.02%	491	27.79K	491	+100.00%
Jun 30, 2025	RMR WEALTH BUILDERS	0.17%	4.78K	270.64K	4.78K	+100.00%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.15%	4.28K	228.03K	0	0
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.16%	4.63K	262.21K	-987	-17.57%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.22%	6.31K	357.5K	6.31K	+100.00%
Jun 30, 2025	BSW WEALTH PARTNERS	0.23%	6.58K	372.45K	702	+11.95%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.59%	16.5K	934.4K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	1.88%	52.97K	3M	8.09K	+18.01%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.86%	17.08K	830.89K	-7.95K	-31.76%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.83%	16.5K	802.71K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	2.27%	44.89K	2.18M	1.2K	+2.74%
Mar 31, 2025	SCHUBERT & CO	0.31%	6.22K	302.44K	6.22K	+100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	0.25%	4.88K	237.27K	-754	-13.39%
Mar 31, 2025	MCILRATH & ECK, LLC	0.02%	306	14.88K	0	0
Mar 31, 2025	EASTERN BANK	0.01%	246	11.97K	246	+100.00%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.01%	200	9.73K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-21.87K	-100.00%
Mar 31, 2025	PLANCORP, LLC	0%	0	-	-4.08K	-100.00%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.28%	5.59K	271.75K	153	+2.82%
Mar 31, 2025	BSW WEALTH PARTNERS	0.3%	5.88K	285.81K	5.88K	+100.00%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0%	0	-	-784	-100.00%
Mar 31, 2025	UBS GROUP AG	0.14%	2.77K	134.59K	2.09K	+311.14%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.22%	4.28K	205.15K	174	+4.24%
Mar 31, 2025	TRAJAN WEALTH LLC	11.8%	233.54K	11.36M	5.16K	+2.26%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	23.58%	466.85K	22.71M	-93.81K	-16.73%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	3.62%	71.76K	3.49M	71.76K	+100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	3.34%	66.21K	3.22M	66.21K	+100.00%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.62%	12.21K	593.99K	12.21K	+100.00%
Mar 31, 2025	APPLIED CAPITAL LLC	0.61%	12.17K	591.84K	-2.81K	-18.77%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.28%	5.62K	273.26K	5.62K	+100.00%
Mar 31, 2025		0.05%	904	43.97K	904	+100.00%
Mar 31, 2025	JDM FINANCIAL GROUP LLC	0.02%	329	16K	-5	-1.50%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	16.16K	1.13M	16.16K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-27.6K	-100.00%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	2.2%	43.51K	2.12M	43.51K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	1.68%	33.21K	1.62M	33.21K	+100.00%
Mar 31, 2025	APELLA CAPITAL, LLC	0.29%	5.83K	272.19K	5.83K	+100.00%
Mar 31, 2025	VERUS FINANCIAL PARTNERS, INC.	0.29%	5.65K	270.32K	0	0

Frequently Asked Questions