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

Who are the major shareholders selling Invesco BulletShares 2027 Corporate Bond ETF stock?

AA FINANCIAL ADVISORS, LLC, in the last quarter, reduced its stake in BSCR by -15.68% restricting it's holding to 536.21 thousand shares of worth nearly $10.52M. IRONWOOD FINANCIAL, LLC also lessened -1.44% of the BSCR shares from its portfolio, reducing its holding to 516.47 thousand shares of worth $10.14M. NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC also shunned BSCR shares holding by -7.36% last quarter which brought its holding to 2.2 million shares worth $43.22M.

Investors who are buying BSCR stock?

As per its latest 13F filing, NEWEDGE ADVISORS, LLC increased its stake in BSCR by 1.95% in the last quarter. The institutional holder raised its holding to 740.69 thousand shares having worth more than $14.54M. KIRR MARBACH & CO LLC /IN/ also added 2.32% more shares of BSCR to its portfolio, raising its holding to 772.55 thousand shares of worth $15.16M. CETERA INVESTMENT ADVISERS also increased its BSCR shares holding by 77.33% which brought its holding to 803.99 thousand shares worth $15.78M.

BSCR's major insiders: who are they?

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

Did an insider recently sell BSCR stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2027 Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSCR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSCR stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2027 Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSCR does insiders own?

Around 0 Invesco BulletShares 2027 Corporate Bond ETF shares are held by insiders, which represents about N/A of BSCR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSCR?

NEWEDGE ADVISORS, LLC is the largest institutional owner in BSCR which holds 740.69 thousand shares worth $14.54M or 0.32% of the total BSCR shares outstanding followed by KIRR MARBACH & CO LLC /IN/ with ownership of 772.55 thousand shares representing 0.33% of the BSCR ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 803.99 thousand shares or 0.34% of the ownership worth more than $15.78M.

Is Invesco BulletShares 2027 Corporate Bond 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 BSCR is concerned, it is a stock which is not optionable.

Is there a short position on BSCR's shares?

Number of BSCR 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 BSCR shares are there?

As of today, null shares of BSCR are outstanding.

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

BSCR 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 BSCR is null.

Invesco BulletShares 2027 Corporate Bond ETF (BSCR) 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. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 740.69K shares valued at $14.54M. A 0.32% stake in Invesco BulletShares 2027 Corporate Bond ETF is owned by the company. KIRR MARBACH & CO LLC /IN/ owns 772.55K shares valued at $15.16M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.32%	740.69K	14.54M	14.15K	+1.95%
Mar 31, 2026	KIRR MARBACH & CO LLC /IN/	0.33%	772.55K	15.16M	17.52K	+2.32%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.34%	803.99K	15.78M	350.59K	+77.33%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.25%	591.66K	11.61M	77.3K	+15.03%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.36%	838.93K	16.46M	838.93K	+100.00%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.36%	850.38K	16.69M	72.51K	+9.32%
Mar 31, 2026	LEDGEWOOD WEALTH ADVISORS, LLC	0.23%	547.42K	10.74M	37.62K	+7.38%
Mar 31, 2026	OLD SECOND NATIONAL BANK OF AURORA	0.34%	796.04K	15.62M	379.15K	+90.95%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.51%	1.18M	23.16M	17.45K	+1.50%
Mar 31, 2026	DAVIS R M INC	0.74%	1.73M	33.87M	59.83K	+3.59%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.58%	6.04M	118.46M	1.78M	+41.83%
Mar 31, 2026	LPL FINANCIAL LLC	3.07%	7.17M	140.73M	432.06K	+6.41%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.12%	7.28M	142.95M	119.99K	+1.67%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.24%	564.9K	11.09M	4.66K	+0.83%
Mar 31, 2026	ROYAL BANK OF CANADA	1.02%	2.39M	46.91M	554.44K	+30.20%
Mar 31, 2026	HILLS BANK & TRUST CO	1.13%	2.65M	51.99M	122.12K	+4.83%
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.23%	541.78K	10.63M	23.67K	+4.57%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	542.89K	10.65M	35.27K	+6.95%
Mar 31, 2026	LEGACY FINANCIAL GROUP LLC	0.4%	926.55K	18.18M	10.69K	+1.17%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.31%	3.06M	59.97M	147.63K	+5.08%
Mar 31, 2026	INVESCO LTD.	1.58%	3.69M	72.49M	242.99K	+7.04%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.39%	5.59M	109.67M	571.98K	+11.40%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	415.49K	8.15M	62.87K	+17.83%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	0.24%	550.76K	10.81M	40.28K	+7.89%
Mar 31, 2026	AA FINANCIAL ADVISORS, LLC	0.23%	536.21K	10.52M	-99.73K	-15.68%
Mar 31, 2026	RED SPRUCE CAPITAL, LLC	0.22%	522.19K	10.25M	204.57K	+64.41%
Mar 31, 2026	CHATHAM CAPITAL GROUP, INC.	0.22%	518.42K	10.17M	30.5K	+6.25%
Mar 31, 2026	IRONWOOD FINANCIAL, LLC	0.22%	516.47K	10.14M	-7.56K	-1.44%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.23%	534.31K	10.46M	119.43K	+28.79%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.94%	2.2M	43.22M	-174.99K	-7.36%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.82%	1.91M	37.57M	96.67K	+5.32%
Mar 31, 2026		0.36%	845.63K	16.6M	845.63K	+100.00%
Mar 31, 2026	ASSET DEDICATION, LLC	0.36%	842.02K	16.52M	-39.99K	-4.53%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.77%	1.81M	35.49M	-116.49K	-6.05%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.65%	1.51M	29.69M	24.93K	+1.68%
Mar 31, 2026	MONECO ADVISORS, LLC	0.59%	1.37M	26.9M	62.39K	+4.77%
Mar 31, 2026	TLWM	0.56%	1.32M	25.82M	99.22K	+8.16%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	1.31M	25.75M	106.82K	+8.87%
Mar 31, 2026	COLONIAL TRUST ADVISORS	0.18%	416.1K	8.17M	29.2K	+7.55%
Mar 31, 2026	ANCHOR INVESTMENT MANAGEMENT, LLC	0.53%	1.23M	24.13M	14.81K	+1.22%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.51%	1.19M	23.33M	188.15K	+18.80%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.51%	1.19M	23.27M	73.74K	+6.63%
Mar 31, 2026	COLONY GROUP, LLC	0.29%	677.78K	13.3M	31.93K	+4.94%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	600.97K	11.79M	167.5K	+38.64%
Mar 31, 2026	SOUND STEWARDSHIP, LLC	0.18%	431.94K	8.48M	21.57K	+5.26%
Mar 31, 2026	GOEPPER BURKHARDT LLC	0.27%	640.88K	12.58M	62.58K	+10.82%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	1.15M	22.55M	54.68K	+5.00%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.48%	1.12M	22.08M	-444.16K	-28.31%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.46%	1.07M	20.91M	143.86K	+15.61%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.45%	1.07M	20.9M	-73K	-6.41%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.43%	999.76K	19.62M	6.61K	+0.67%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.4%	942.63K	18.5M	-112.21K	-10.64%
Mar 31, 2026	UBS GROUP AG	3.52%	8.23M	161.53M	4.01M	+95.06%
Mar 31, 2026	KICKSTAND VENTURES, LLC.	0.22%	512.07K	10.05M	3.04K	+0.60%
Mar 31, 2026	LIDO ADVISORS, LLC	30.27%	70.69M	1.4B	3.85M	+5.77%
Mar 31, 2026	MORGAN STANLEY	4.42%	10.31M	202.35M	-71.28K	-0.69%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.28%	658.73K	12.93M	-104.45K	-13.69%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.19%	457.03K	8.97M	-9.35K	-2.01%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	0.2%	475.12K	9.32M	38.97K	+8.94%
Mar 31, 2026	HENGEHOLD CAPITAL MANAGEMENT LLC	0.2%	478.56K	9.39M	15.41K	+3.33%
Mar 31, 2026	VAUGHAN DAVID INVESTMENTS LLC/IL	0.21%	499.43K	9.8M	29.3K	+6.23%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.21%	504.41K	9.9M	26.93K	+5.64%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.81%	1.82M	35.88M	49.99K	+2.83%
Dec 31, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.2%	470.12K	9.28M	31.75K	+7.24%
Dec 31, 2025	DAVIS R M INC	0.72%	1.67M	32.89M	31.38K	+1.92%
Dec 31, 2025	ROYAL BANK OF CANADA	0.8%	1.84M	36.24M	169.84K	+10.19%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.06%	2.38M	46.93M	-85.07K	-3.45%
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.23%	518.1K	10.23M	24.04K	+4.87%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.7%	1.57M	30.96M	712.25K	+83.13%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	763.18K	15.07M	-24.85K	-3.15%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	466.39K	9.21M	-1.51M	-76.39%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.21%	477.48K	9.43M	7.8K	+1.66%
Dec 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.22%	487.92K	9.63M	-15.18K	-3.02%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	507.62K	10.02M	-144.39K	-22.15%
Dec 31, 2025	KIRR MARBACH & CO LLC /IN/	0.34%	755.03K	14.9M	45.48K	+6.41%
Dec 31, 2025	LIDO ADVISORS, LLC	29.02%	66.84M	1.32B	2.21M	+3.42%
Dec 31, 2025	MORGAN STANLEY	4.51%	10.38M	204.94M	1.02M	+10.94%
Dec 31, 2025	MONECO ADVISORS, LLC	0.58%	1.31M	25.83M	66.61K	+5.36%
Dec 31, 2025	TLWM	0.54%	1.22M	24.01M	34.15K	+2.89%
Dec 31, 2025	ASSET DEDICATION, LLC	0.39%	882.01K	17.41M	89.38K	+11.28%
Dec 31, 2025	GOEPPER BURKHARDT LLC	0.25%	578.3K	11.42M	64.1K	+12.47%
Dec 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.21%	463.16K	9.14M	10.86K	+2.40%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	921.74K	18.2M	91.65K	+11.04%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	0.41%	915.86K	18.09M	66.1K	+7.78%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.43%	993.15K	19.6M	64.57K	+6.95%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	0.44%	1.01M	19.86M	64.02K	+6.80%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.45%	1M	19.75M	141.55K	+16.48%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.46%	1.05M	20.82M	93.96K	+9.78%
Dec 31, 2025	SOUND STEWARDSHIP, LLC	0.18%	410.37K	8.1M	22.71K	+5.86%
Dec 31, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.19%	416.89K	8.23M	37.19K	+9.79%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	433.47K	8.56M	11.5K	+2.73%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.19%	436.15K	8.61M	342.94K	+367.93%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.84%	1.92M	38M	262.3K	+15.78%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.23%	509.03K	10.05M	54.59K	+12.01%
Dec 31, 2025	IRONWOOD FINANCIAL, LLC	0.23%	524.04K	10.34M	-7.68K	-1.44%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.28%	643.9K	12.71M	17.92K	+2.86%
Dec 31, 2025	COLONY GROUP, LLC	0.28%	645.85K	12.75M	123.65K	+23.68%
Dec 31, 2025	AA FINANCIAL ADVISORS, LLC	0.28%	635.94K	12.55M	4.89K	+0.77%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.32%	726.53K	14.34M	-28.25K	-3.74%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	1.09M	21.61M	113.97K	+11.62%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.5%	1.11M	21.95M	76.87K	+7.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.5%	1.16M	22.95M	71.02K	+6.51%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	1.2M	23.78M	97.98K	+8.85%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.65%	1.49M	29.37M	23.24K	+1.59%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.36%	800.22K	15.8M	418.59K	+109.69%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.54%	1.21M	23.98M	86.05K	+7.62%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.35%	777.87K	15.36M	24.42K	+3.24%
Dec 31, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.23%	509.79K	10.06M	204.17K	+66.81%
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.23%	510.48K	10.08M	25.39K	+5.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	1.14M	22.46M	42.21K	+3.85%
Dec 31, 2025	HILLS BANK & TRUST CO	1.1%	2.53M	49.88M	24.41K	+0.98%
Dec 31, 2025	INVESCO LTD.	1.5%	3.45M	68.11M	65.74K	+1.94%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	453.4K	8.95B	76.92K	+20.43%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	1.26%	2.91M	57.4M	407.9K	+16.32%
Dec 31, 2025	UBS GROUP AG	1.83%	4.22M	83.3M	-14.02K	-0.33%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.85%	4.26M	84.01M	357.98K	+9.18%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.18%	5.02M	99.03M	131.16K	+2.68%
Dec 31, 2025	LPL FINANCIAL LLC	2.93%	6.74M	133.03M	532.07K	+8.57%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.11%	7.16M	141.42M	558.8K	+8.46%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.24%	560.24K	11.06M	33.19K	+6.30%
Dec 31, 2025	MGO ONE SEVEN LLC	0.17%	375.53K	7.41M	49.61K	+15.22%
Dec 31, 2025	COLONIAL TRUST ADVISORS	0.17%	386.9K	7.64M	59.94K	+18.33%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.23%	514.36K	10.15M	65.29K	+14.54%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	928.58K	18.3M	144.15K	+18.38%
Sep 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.22%	452.29K	8.91M	12.32K	+2.80%
Sep 30, 2025	COOKSON PEIRCE & CO INC	0.25%	527.05K	10.39M	18.49K	+3.63%
Sep 30, 2025	IRONWOOD FINANCIAL, LLC	0.25%	531.71K	10.48M	16.47K	+3.20%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.27%	572.9K	11.29M	-286.9K	-33.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.52%	1.1M	21.61M	146.68K	+15.45%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	1.11M	21.8M	51.21K	+4.85%
Sep 30, 2025	MONECO ADVISORS, LLC	0.59%	1.24M	24.48M	156.78K	+14.45%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.7%	1.46M	28.87M	12.04K	+0.83%
Sep 30, 2025	DAVIS R M INC	0.78%	1.63M	32.22M	17.31K	+1.07%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.36%	754.78K	14.88M	62.08K	+8.96%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.18%	387.58K	7.64M	105.03K	+37.17%
Sep 30, 2025	SOUND STEWARDSHIP, LLC	0.18%	387.66K	7.64M	13.99K	+3.74%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	0.4%	849.76K	16.75M	37.71K	+4.64%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	788.03K	15.53M	-14.86K	-1.85%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.19%	2.5M	49.28M	89.98K	+3.73%
Sep 30, 2025	MORGAN STANLEY	4.45%	9.36M	184.45M	475.87K	+5.36%
Sep 30, 2025	INVESCO LTD.	1.61%	3.38M	66.71M	400.27K	+13.41%
Sep 30, 2025	UBS GROUP AG	2.01%	4.23M	83.45M	232.66K	+5.82%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.32%	4.89M	96.29M	69.99K	+1.45%
Sep 30, 2025	LPL FINANCIAL LLC	2.95%	6.21M	122.34M	955.98K	+18.21%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.14%	6.61M	130.19M	380.41K	+6.11%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.24%	494.06K	9.74M	54.54K	+12.41%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.41%	859.14K	16.93M	109.19K	+14.56%
Sep 30, 2025	RED SPRUCE CAPITAL, LLC	0.24%	502.78K	9.91M	6.2K	+1.25%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	856.83K	16.89M	656.14K	+326.92%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	830.1K	16.36M	120.91K	+17.05%
Sep 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.24%	503.1K	9.92M	23.3K	+4.86%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.36%	753.45K	14.85M	42.19K	+5.93%
Sep 30, 2025	ASSET DEDICATION, LLC	0.38%	792.63K	15.62M	44.57K	+5.96%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.79%	1.66M	32.77M	364.39K	+28.07%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.94%	1.98M	38.93M	-802.33K	-28.89%
Sep 30, 2025	KIRR MARBACH & CO LLC /IN/	0.34%	709.55K	13.99M	24.55K	+3.58%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	652.02K	12.85M	38.08K	+6.20%
Sep 30, 2025	AA FINANCIAL ADVISORS, LLC	0.3%	631.05K	12.44M	63.05K	+11.10%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.3%	625.98K	12.34M	3.6K	+0.58%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.23%	485.09K	9.56M	4.33K	+0.90%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.22%	469.69K	9.26M	20.82K	+4.64%
Sep 30, 2025	KICKSTAND VENTURES, LLC.	0.22%	454.44K	8.96M	412.92K	+994.46%
Sep 30, 2025	TLWM	0.56%	1.18M	23.3M	22.93K	+1.98%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.84%	1.77M	34.84M	92.49K	+5.52%
Sep 30, 2025	HILLS BANK & TRUST CO	1.19%	2.5M	49.33M	87.5K	+3.62%
Sep 30, 2025	MGO ONE SEVEN LLC	0.16%	325.92K	6.42M	62.92K	+23.93%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.16%	326.97K	6.44M	84.31K	+34.75%
Sep 30, 2025	MERIWETHER WEALTH & PLANNING, LLC	0.16%	327.62K	6.46M	8.57K	+2.69%
Sep 30, 2025	GRYPHON FINANCIAL PARTNERS LLC	0.16%	331.3K	6.53M	0	0
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.17%	2.46M	48.53M	35.92K	+1.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.85%	3.9M	76.83M	246.97K	+6.76%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.46%	960.88K	18.94M	115.98K	+13.73%
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.54%	1.13M	22.25M	42.57K	+3.92%
Sep 30, 2025	COLONY GROUP, LLC	0.25%	522.2K	10.29M	14.42K	+2.84%
Sep 30, 2025	GOEPPER BURKHARDT LLC	0.24%	514.19K	10.13M	1.67K	+0.33%
Sep 30, 2025	GENESIS WEALTH ADVISORS, LLC	0.16%	335.95K	6.62M	1.4K	+0.42%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.16%	337.72K	6.66M	15.49K	+4.81%
Sep 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.16%	339.62K	6.69M	3.32K	+0.99%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	342.49K	6.75M	3.49K	+1.03%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	353.22K	6.95M	112.17K	+46.54%
Sep 30, 2025	SENTINEL PENSION ADVISORS INC	0.18%	368.28K	7.26M	-12.45K	-3.27%
Sep 30, 2025	GPM GROWTH INVESTORS, INC.	0.18%	372.74K	7.35M	-64.46K	-14.74%
Sep 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.18%	379.7K	7.48M	36.38K	+10.60%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.18%	381.62K	7.52M	-9.15K	-2.34%
Sep 30, 2025	ROYAL BANK OF CANADA	0.79%	1.67M	32.84M	246.52K	+17.37%
Sep 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.21%	438.37K	8.64M	20.79K	+4.98%
Sep 30, 2025	LIDO ADVISORS, LLC	30.75%	64.63M	1.27B	15.07M	+30.41%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.45%	941.89K	18.56M	-2.14K	-0.23%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	980.6K	19.33M	56.88K	+6.16%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.49%	1.03M	20.4M	133.5K	+14.81%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.52%	1.09M	21.52M	31.06K	+2.93%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.75%	1.45M	28.54M	-78.98K	-5.16%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.49%	4.82M	94.62M	58.94K	+1.24%
Jun 30, 2025	INVESCO LTD.	1.54%	2.98M	58.65M	364.17K	+13.90%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	1.24%	2.41M	47.36M	122.58K	+5.36%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.21%	6.22M	122.32M	287.29K	+4.84%
Jun 30, 2025	LPL FINANCIAL LLC	2.71%	5.25M	103.18M	221.63K	+4.41%
Jun 30, 2025	UBS GROUP AG	2.06%	4M	78.62M	393.72K	+10.91%
Jun 30, 2025	MONECO ADVISORS, LLC	0.56%	1.09M	21.32M	146.32K	+15.59%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.55%	1.06M	20.84M	70.19K	+7.09%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.49%	944.03K	18.55M	-123.58K	-11.58%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	923.72K	18.15M	121.3K	+15.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	1.06M	20.74M	-5.88K	-0.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	709.19K	13.94M	28.54K	+4.19%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.36%	692.71K	13.61M	78.24K	+12.73%
Jun 30, 2025	IRONWOOD FINANCIAL, LLC	0.27%	515.24K	10.09M	0	0
Jun 30, 2025	GOEPPER BURKHARDT LLC	0.26%	512.53K	10.07M	22.73K	+4.64%
Jun 30, 2025	RED SPRUCE CAPITAL, LLC	0.26%	496.58K	9.76M	1.44K	+0.29%
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.25%	480.77K	9.45M	30.11K	+6.68%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.4%	784.42K	15.41M	31.44K	+4.18%
Jun 30, 2025	ASSET DEDICATION, LLC	0.39%	748.05K	14.7M	12.97K	+1.76%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.37%	711.26K	13.98M	32.86K	+4.84%
Jun 30, 2025	KIRR MARBACH & CO LLC /IN/	0.35%	685K	13.46M	28.74K	+4.38%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.32%	622.37K	12.23M	24.54K	+4.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	613.94K	12.06M	33.69K	+5.81%
Jun 30, 2025	AA FINANCIAL ADVISORS, LLC	0.29%	568K	11.16M	1.92K	+0.34%
Jun 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.25%	479.8K	9.43M	1.65K	+0.35%
Jun 30, 2025	LIDO ADVISORS, LLC	25.58%	49.56M	973.81M	20.41M	+70.04%
Jun 30, 2025	MORGAN STANLEY	4.58%	8.88M	174.54B	234.33K	+2.71%
Jun 30, 2025	GPM GROWTH INVESTORS, INC.	0.23%	437.2K	8.59M	16.88K	+4.02%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.22%	428.67K	8.42M	428.67K	+100.00%
Jun 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.22%	417.58K	8.21M	-107	-0.03%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.2%	390.78K	7.68M	14.95K	+3.98%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	380.77K	7.48M	261.16K	+218.33%
Jun 30, 2025	SENTINEL PENSION ADVISORS INC	0.2%	380.73K	7.48M	-769	-0.20%
Jun 30, 2025	SOUND STEWARDSHIP, LLC	0.19%	373.67K	7.34M	9.46K	+2.60%
Jun 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.18%	343.33K	6.75M	13.99K	+4.25%
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.17%	336.3K	6.61M	10.83K	+3.33%
Jun 30, 2025	GENESIS WEALTH ADVISORS, LLC	0.17%	334.55K	6.57M	12.96K	+4.03%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	2.65%	5.14M	261.7M	4.89M	+1,914.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.88%	3.65M	71.74M	-244.28K	-6.27%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.86%	1.68M	32.92M	90.01K	+5.68%
Jun 30, 2025	DAVIS R M INC	0.83%	1.62M	31.78M	50.77K	+3.24%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	1.42M	27.89M	61.87K	+4.56%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.67%	1.3M	25.51M	152.21K	+13.28%
Jun 30, 2025	TLWM	0.6%	1.16M	22.78M	11.6K	+1.01%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.56%	1.09M	21.35M	40.11K	+3.83%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.49%	949.61K	18.65M	179	+0.02%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.47%	901.39K	17.71M	57.06K	+6.76%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.44%	859.8K	16.9M	-381.79K	-30.75%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	844.9K	16.6M	67.66K	+8.71%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	802.89K	15.78M	-67.11K	-7.71%
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	0.42%	812.05K	15.96M	-45.42K	-5.30%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.39%	749.95K	14.74M	140.63K	+23.08%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	1.43%	2.78M	54.58M	80.31K	+2.98%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.25%	2.43M	47.68M	5.47K	+0.23%
Jun 30, 2025	HILLS BANK & TRUST CO	1.25%	2.42M	47.46M	6.06K	+0.25%
Jun 30, 2025		0.39%	749.95K	14.74M	140.63K	+23.08%
Jun 30, 2025	COOKSON PEIRCE & CO INC	0.26%	508.56K	9.99M	5.13K	+1.02%
Jun 30, 2025	COLONY GROUP, LLC	0.26%	507.78K	9.98M	11.04K	+2.22%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.23%	448.87K	8.82M	-32.27K	-6.71%
Jun 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.23%	439.97K	8.65M	9.35K	+2.17%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.23%	439.53K	8.64M	42.78K	+10.78%
Mar 31, 2025	HILLS BANK & TRUST CO	1.38%	2.41M	47.19M	54.42K	+2.31%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.66%	1.15M	22.45M	285.39K	+33.17%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.71%	1.24M	24.32M	918.89K	+284.75%
Mar 31, 2025	ROYAL BANK OF CANADA	0.78%	1.36M	26.6M	-512.64K	-27.41%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.88%	1.53M	30M	-35.66K	-2.28%
Mar 31, 2025	DAVIS R M INC	0.9%	1.57M	30.69M	78.42K	+5.27%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.91%	1.59M	31.06M	142.66K	+9.89%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	1.31%	2.29M	44.81M	253.33K	+12.45%
Mar 31, 2025	IRONWOOD FINANCIAL, LLC	0.3%	515.24K	10.09M	3.37K	+0.66%
Mar 31, 2025	AA FINANCIAL ADVISORS, LLC	0.32%	566.08K	11.09M	90.61K	+19.06%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	870K	17.04M	-152.25K	-14.89%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	580.25K	11.37M	88K	+17.88%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.34%	597.83K	11.71M	246.48K	+70.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	680.65K	13.33M	155.07K	+29.51%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.43%	752.98K	14.75M	31.51K	+4.37%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.45%	777.24K	15.23M	-128.56K	-14.19%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	802.41K	15.72M	342.74K	+74.56%
Mar 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.25%	430.62K	8.44M	70.08K	+19.44%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.26%	450.66K	8.83M	427.46K	+1,842.83%
Mar 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.27%	478.15K	9.37M	16K	+3.46%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	481.14K	9.43M	15.13K	+3.25%
Mar 31, 2025	GOEPPER BURKHARDT LLC	0.28%	489.8K	9.6M	21.4K	+4.57%
Mar 31, 2025	RED SPRUCE CAPITAL, LLC	0.28%	495.14K	9.7M	176.97K	+55.62%
Mar 31, 2025	COLONY GROUP, LLC	0.28%	496.74K	9.73M	-87.16K	-14.93%
Mar 31, 2025	COOKSON PEIRCE & CO INC	0.29%	503.44K	9.86M	-13.27K	-2.57%
Mar 31, 2025	ASSET DEDICATION, LLC	0.42%	735.09K	14.4M	28.58K	+4.04%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.48%	844.33K	16.54M	184.75K	+28.01%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	0.49%	857.47K	16.8M	2K	+0.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.57%	990.41K	19.4M	286.88K	+40.78%
Mar 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.6%	1.05M	20.5M	104.34K	+11.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	1.06M	20.8M	212.64K	+25.05%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.61%	1.07M	20.91M	11.55K	+1.09%
Mar 31, 2025	MANCHESTER FINANCIAL INC	1.42%	2.47M	48.41M	-530.73K	-17.68%
Mar 31, 2025	INVESCO LTD.	1.5%	2.62M	51.33M	330.69K	+14.44%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	1.54%	2.7M	52.84M	50.86K	+1.92%
Mar 31, 2025	MONECO ADVISORS, LLC	0.54%	938.76K	18.39M	272.24K	+40.85%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.54%	949.43K	18.6M	196.82K	+26.15%
Mar 31, 2025	UBS GROUP AG	2.07%	3.61M	70.67M	379.78K	+11.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.72%	4.76M	93.18M	830.01K	+21.14%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.35%	614.47K	12.04M	88.85K	+16.90%
Mar 31, 2025	KIRR MARBACH & CO LLC /IN/	0.38%	656.26K	12.86M	15.73K	+2.46%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	678.4K	13.29M	63.38K	+10.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.23%	3.9M	76.31M	42.35K	+1.10%
Mar 31, 2025	LPL FINANCIAL LLC	2.88%	5.03M	98.52M	530.53K	+11.79%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.4%	5.94M	116.32M	244.47K	+4.29%
Mar 31, 2025	MORGAN STANLEY	4.95%	8.65M	169.41M	148.96K	+1.75%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.39%	2.42M	47.43M	350.33K	+16.92%
Mar 31, 2025	TLWM	0.66%	1.15M	22.48M	33.11K	+2.97%
Mar 31, 2025	LIDO ADVISORS, LLC	16.69%	29.14M	570.94M	28.66M	+5,880.28%
Mar 31, 2025		0.35%	609.32K	11.94M	59.93K	+10.91%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.25%	1.14M	21.91M	292.07K	+34.62%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.36%	344.7K	6.65M	25K	+7.82%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.37%	349.02K	6.73M	67.19K	+23.84%
Mar 31, 2024	MORGAN STANLEY	8.84%	8.05M	155.22M	837.71K	+11.62%
Mar 31, 2024	HORIZONS WEALTH MANAGEMENT	0.22%	204.57K	3.98M	0	0
Mar 31, 2024	MORTON COMMUNITY BANK	0.23%	212.94K	4.11M	62.02K	+41.09%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	0.23%	213.68K	4.12M	-279.74K	-56.69%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.26%	238.85K	4.61M	44.24K	+22.73%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.26%	240.56K	4.64M	9.57K	+4.14%
Mar 31, 2024	TRILOGY CAPITAL INC.	0.27%	248.8K	4.8M	-15.17K	-5.75%
Mar 31, 2024	FCA CORP /TX	0.28%	253.22K	4.88M	6.38K	+2.59%
Mar 31, 2024	LEGACY CG, LLC	0.29%	261.11K	5.04M	11.87K	+4.76%
Mar 31, 2024	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.31%	283.45K	5.47M	18.7K	+7.06%
Mar 31, 2024	STRAIGHT PATH WEALTH MANAGEMENT	0.3%	283.76K	5.47M	43.19K	+17.95%
Mar 31, 2024	HENGEHOLD CAPITAL MANAGEMENT LLC	0.31%	289.6K	5.59M	278.23K	+2,446.36%
Mar 31, 2024	MARIETTA WEALTH MANAGEMENT, LLC	0.32%	298.29K	5.75M	24.65K	+9.01%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	291.37K	5.62M	167.3K	+134.85%
Mar 31, 2024	GOEPPER BURKHARDT LLC	0.33%	307.9K	5.91M	33.45K	+12.19%
Mar 31, 2024	VAUGHAN DAVID INVESTMENTS LLC/IL	0.33%	308.99K	5.96M	50.67K	+19.61%
Mar 31, 2024	RED SPRUCE CAPITAL, LLC	0.33%	311.4K	6.01M	47.09K	+17.81%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.34%	318.1K	6.14M	116.44K	+57.74%
Mar 31, 2024	SOUND STEWARDSHIP, LLC	0.34%	319.78K	6.17M	269.07K	+530.55%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.35%	330.67K	6.38M	-19.32K	-5.52%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.36%	325.66K	6.28M	-184.09K	-36.11%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.44%	415.33K	8.01M	87.26K	+26.60%
Mar 31, 2024	CHATHAM CAPITAL GROUP, INC.	0.46%	433.43K	8.36M	433.43K	+100.00%
Mar 31, 2024	SENTINEL PENSION ADVISORS INC	0.46%	436.76K	8.43M	134.82K	+44.65%
Mar 31, 2024	IRONWOOD FINANCIAL, LLC	0.46%	438.18K	8.45M	-49.34K	-10.12%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.46%	439.45K	8.48M	78.8K	+21.85%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.51%	484.22K	9.34M	40.37K	+9.10%
Mar 31, 2024	COLONY GROUP, LLC	0.51%	485.28K	9.36M	41.29K	+9.30%
Mar 31, 2024	LIDO ADVISORS, LLC	0.52%	496.1K	9.57M	-19.96K	-3.87%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	502.93K	9.7M	502.93K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.53%	486.53K	9.39M	144.95K	+42.43%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.59%	561.96K	10.84M	82.94K	+17.31%
Mar 31, 2024	IMA WEALTH, INC.	0.6%	570.41K	11M	-52.67K	-8.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.62%	568K	10.96M	15.21K	+2.75%
Mar 31, 2024	ASSET DEDICATION, LLC	0.74%	697.17K	13.42M	161.97K	+30.26%
Mar 31, 2024	LEGACY FINANCIAL GROUP LLC	0.75%	706.68K	13.63M	684.92K	+3,148.20%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.75%	682.02K	13.18M	356.02K	+109.21%
Mar 31, 2024	ROYAL BANK OF CANADA	0.78%	712.29K	13.74M	146.84K	+25.97%
Mar 31, 2024	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.79%	743.5K	14.34M	-359.5K	-32.59%
Mar 31, 2024	ANCHOR INVESTMENT MANAGEMENT, LLC	0.81%	763.56K	14.73M	751.13K	+6,038.47%
Mar 31, 2024	TLWM	0.98%	927.96K	17.9M	83.14K	+9.84%
Mar 31, 2024	JANE STREET GROUP, LLC	1.06%	965.57K	18.63M	573.28K	+146.14%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.07%	971.42K	18.74M	94.96K	+10.83%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.13%	1.07M	20.69M	147.54K	+15.95%
Mar 31, 2024	INVESCO LTD.	1.18%	1.08M	20.74M	243.47K	+29.27%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.25%	1.14M	22.01M	146.6K	+14.75%
Mar 31, 2024	MANCHESTER FINANCIAL INC	1.33%	1.25M	24.18M	50.39K	+4.19%
Mar 31, 2024	DAVIS R M INC	1.41%	1.33M	25.74M	87.84K	+7.05%
Mar 31, 2024	EASTERN BANK	1.69%	1.6M	30.8M	123K	+8.35%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	1.74%	1.64M	31.72M	-129.29K	-7.29%
Mar 31, 2024	HILLS BANK & TRUST CO	2.09%	1.98M	38.16M	1.04M	+111.13%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.39%	2.26M	43.66M	316.26K	+16.24%
Mar 31, 2024	UBS GROUP AG	3.02%	2.74M	52.92M	408.79K	+17.51%
Mar 31, 2024	LPL FINANCIAL LLC	3.95%	3.59M	69.27M	1.63M	+83.10%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.59%	5.09M	98.14M	2.42M	+90.86%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.24%	3.86M	74.42M	376.98K	+10.83%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	2.11%	1.77M	34.51M	-87.91K	-4.72%
Dec 31, 2023	EASTERN BANK	1.75%	1.47M	28.67M	842	+0.06%
Dec 31, 2023	LPL FINANCIAL LLC	2.33%	1.96M	38.16M	740.4K	+60.65%
Dec 31, 2023	UBS GROUP AG	2.78%	2.33M	45.42M	767.1K	+48.93%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.17%	2.67M	51.86M	1.54M	+136.35%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.14%	3.48M	67.72M	735.75K	+26.80%
Dec 31, 2023	MORGAN STANLEY	8.57%	7.21M	140.25M	985K	+15.83%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.27%	230.99K	4.49M	2.39K	+1.05%
Dec 31, 2023	STRAIGHT PATH WEALTH MANAGEMENT	0.29%	240.57K	4.68M	184.53K	+329.23%
Dec 31, 2023	FCA CORP /TX	0.29%	246.84K	4.8M	7.49K	+3.13%
Dec 31, 2023	LEGACY CG, LLC	0.3%	249.24K	4.85M	43.85K	+21.35%
Dec 31, 2023	PROCYON ADVISORS, LLC	0.3%	255.81K	4.98M	255.81K	+100.00%
Dec 31, 2023	VAUGHAN DAVID INVESTMENTS LLC/IL	0.31%	258.32K	5.03M	167.33K	+183.90%
Dec 31, 2023	TRILOGY CAPITAL INC.	0.31%	263.97K	5.14M	263.97K	+100.00%
Dec 31, 2023	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.31%	264.75K	5.15M	-4.17K	-1.55%
Dec 31, 2023	MARIETTA WEALTH MANAGEMENT, LLC	0.33%	273.64K	5.32M	-3.37K	-1.22%
Dec 31, 2023	GOEPPER BURKHARDT LLC	0.33%	274.45K	5.31M	55.72K	+25.47%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.34%	281.82K	5.48M	94.56K	+50.50%
Dec 31, 2023	SENTINEL PENSION ADVISORS INC	0.36%	301.94K	5.87M	301.94K	+100.00%
Dec 31, 2023	TCG ADVISORY SERVICES, LLC	0.38%	319.7K	6.22M	16.72K	+5.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.39%	326K	6.35M	-66.66K	-16.98%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.39%	328.07K	6.38M	54.74K	+20.03%
Dec 31, 2023	GPM GROWTH INVESTORS, INC.	0.4%	338.28K	6.58M	2.11K	+0.63%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.41%	341.58K	6.65M	-116.53K	-25.44%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.42%	349.99K	6.81M	218	+0.06%
Dec 31, 2023	ATLANTIC UNION BANKSHARES CORP	0.43%	360.65K	7.02M	-31.26K	-7.98%
Dec 31, 2023	JANE STREET GROUP, LLC	0.47%	392.28K	7.63M	-99.65K	-20.26%
Dec 31, 2023	COOKSON PEIRCE & CO INC	0.53%	443.85K	8.64M	-6.08K	-1.35%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.57%	479.02K	9.32M	221.08K	+85.71%
Dec 31, 2023	IRONWOOD FINANCIAL, LLC	0.58%	487.52K	9.48M	71.67K	+17.23%
Dec 31, 2023	LEGACY PRIVATE TRUST CO.	0.59%	493.42K	9.6M	160.83K	+48.36%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.61%	509.75K	9.91M	-399.6K	-43.94%
Dec 31, 2023	LIDO ADVISORS, LLC	0.61%	516.05K	10.04M	32.48K	+6.72%
Dec 31, 2023	ASSET DEDICATION, LLC	0.64%	535.2K	10.41M	-8.35K	-1.54%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.66%	552.79K	10.75M	33.83K	+6.52%
Dec 31, 2023	ROYAL BANK OF CANADA	0.67%	565.45K	11M	35.88K	+6.78%
Dec 31, 2023	IMA WEALTH, INC.	0.74%	623.08K	12.12M	-22.1K	-3.43%
Dec 31, 2023		0.53%	443.98K	8.64M	443.98K	+100.00%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.32%	1.95M	37.89M	138.96K	+7.68%
Dec 31, 2023	INVESCO LTD.	0.99%	831.83K	16.18M	194.19K	+30.45%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1%	843.57K	16.41M	42.27K	+5.27%
Dec 31, 2023	TLWM	1%	844.82K	16.44M	223.18K	+35.90%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.04%	876.46K	17.05M	5.86K	+0.67%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	1.1%	924.95K	17.99M	147.99K	+19.05%
Dec 31, 2023	HILLS BANK & TRUST CO	1.11%	936.93K	18.23M	936.93K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.18%	994.16K	19.34M	269.3K	+37.15%
Dec 31, 2023	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.31%	1.1M	21.45M	22.84K	+2.11%
Dec 31, 2023	MANCHESTER FINANCIAL INC	1.43%	1.2M	23.41M	27.66K	+2.35%
Dec 31, 2023	DAVIS R M INC	1.48%	1.25M	24.25M	1.03M	+484.63%

Frequently Asked Questions