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

Who are the major shareholders selling Invesco BulletShares 2030 Corporate Bond ETF stock?

AMJ FINANCIAL WEALTH MANAGEMENT, in the last quarter, reduced its stake in BSCU by -0.02% restricting it's holding to 489.23 thousand shares of worth nearly $8.18M. MML INVESTORS SERVICES, LLC also lessened -5.86% of the BSCU shares from its portfolio, reducing its holding to 683.4 thousand shares of worth $11.43M. CWM, LLC also shunned BSCU shares holding by -12.89% last quarter which brought its holding to 661.16 thousand shares worth $11.05M.

Investors who are buying BSCU stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in BSCU by 16.89% in the last quarter. The institutional holder raised its holding to 3.25 million shares having worth more than $54.41M. CLEARSTEAD ADVISORS, LLC also added 6.7% more shares of BSCU to its portfolio, raising its holding to 3.82 million shares of worth $63.88M. INVESCO LTD. also increased its BSCU shares holding by 4.04% which brought its holding to 4.41 million shares worth $73.65M.

BSCU's major insiders: who are they?

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

Did an insider recently sell BSCU stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2030 Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSCU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSCU stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2030 Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSCU does insiders own?

Around 0 Invesco BulletShares 2030 Corporate Bond ETF shares are held by insiders, which represents about N/A of BSCU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSCU?

WELLS FARGO & COMPANY/MN is the largest institutional owner in BSCU which holds 3.25 million shares worth $54.41M or 2.06% of the total BSCU shares outstanding followed by CLEARSTEAD ADVISORS, LLC with ownership of 3.82 million shares representing 2.42% of the BSCU ownership. INVESCO LTD. is the third largest stakeholder with 4.41 million shares or 2.79% of the ownership worth more than $73.65M.

Is Invesco BulletShares 2030 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 BSCU is concerned, it is a stock which is not optionable.

Is there a short position on BSCU's shares?

Number of BSCU 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 BSCU shares are there?

As of today, null shares of BSCU are outstanding.

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

BSCU 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 BSCU is null.

Invesco BulletShares 2030 Corporate Bond ETF (BSCU) 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. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 3.25M shares valued at $54.41M. A 2.06% stake in Invesco BulletShares 2030 Corporate Bond ETF is owned by the company. CLEARSTEAD ADVISORS, LLC owns 3.82M shares valued at $63.88M, which translates its holding of 2.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.06%	3.25M	54.41M	470.33K	+16.89%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	2.42%	3.82M	63.88M	239.95K	+6.70%
Mar 31, 2026	INVESCO LTD.	2.79%	4.41M	73.65M	171.17K	+4.04%
Mar 31, 2026	AMJ FINANCIAL WEALTH MANAGEMENT	0.31%	489.23K	8.18M	-97	-0.02%
Mar 31, 2026	VISTA INVESTMENT MANAGEMENT	0.3%	479.55K	8.02M	9.13K	+1.94%
Mar 31, 2026	VAUGHAN DAVID INVESTMENTS LLC/IL	0.3%	466.46K	7.8M	48.31K	+11.55%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	2.96%	4.68M	78.25M	131.63K	+2.89%
Mar 31, 2026	LPL FINANCIAL LLC	3.24%	5.12M	85.68M	56.84K	+1.12%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.26%	5.15M	86.07M	100.6K	+1.99%
Mar 31, 2026	LIDO ADVISORS, LLC	5.34%	8.44M	141.08M	587.89K	+7.49%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.31%	453.87K	7.59M	31.65K	+7.50%
Mar 31, 2026	KIRR MARBACH & CO LLC /IN/	0.44%	689.4K	11.53M	35.86K	+5.49%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	5.84%	9.23M	154.24M	165.25K	+1.82%
Mar 31, 2026	MORGAN STANLEY	6.77%	10.69M	178.7M	1.09M	+11.35%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	0.4%	637.27K	10.65M	84.24K	+15.23%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.41%	646.12K	10.8M	9.54K	+1.50%
Mar 31, 2026	CVFG LLC	0.42%	670.5K	11.21M	670.5K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.43%	683.4K	11.43M	-42.53K	-5.86%
Mar 31, 2026	ASSET DEDICATION, LLC	0.45%	717.41K	11.99M	71.45K	+11.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.31%	457.91K	7.66M	14.17K	+3.19%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	648.96K	10.85M	152.66K	+30.76%
Mar 31, 2026	CWM, LLC	0.42%	661.16K	11.05M	-97.79K	-12.89%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	692.25K	11.57M	33.6K	+5.10%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.48%	763.06K	12.76M	71.02K	+10.26%
Mar 31, 2026	DAVIS R M INC	0.51%	808.75K	13.52M	78.42K	+10.74%
Mar 31, 2026	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	0.24%	350.83K	5.87M	98.16K	+38.85%
Mar 31, 2026	ADDISON ADVISORS LLC	0.24%	354.19K	5.92M	23.52K	+7.11%
Mar 31, 2026	COLONIAL TRUST ADVISORS	0.25%	363.05K	6.07M	40.04K	+12.39%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.25%	366.43K	6.13M	108.95K	+42.31%
Mar 31, 2026	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.25%	366.78K	6.13M	23.85K	+6.95%
Mar 31, 2026	WAYCROSS INVESTMENT MANAGEMENT CO	0.25%	368.18K	6.16M	-13.11K	-3.44%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.25%	374.39K	6.26M	146.82K	+64.52%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.25%	374.41K	6.26M	-2.52K	-0.67%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.3%	478.62K	8M	23.45K	+5.15%
Mar 31, 2026		0.29%	430.18K	7.19M	23.46K	+5.77%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.3%	446.91K	7.47M	23.58K	+5.57%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.36%	571.45K	9.55M	369.94K	+183.59%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.32%	509.24K	8.51M	509.24K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.35%	508.02K	8.49M	156.38K	+44.47%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.06%	1.67M	27.97M	173.85K	+11.59%
Mar 31, 2026	TLWM	1.14%	1.81M	30.19M	148.43K	+8.96%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.21%	1.9M	31.83M	34.23K	+1.83%
Mar 31, 2026	ADVISORS CAPITAL MANAGEMENT, LLC	0.61%	955.69K	15.98M	6.72K	+0.71%
Mar 31, 2026	GPM GROWTH INVESTORS, INC.	0.31%	457.24K	7.64M	16.3K	+3.70%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.21%	1.91M	31.94M	628.77K	+48.98%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.76%	2.78M	46.49M	286.58K	+11.49%
Mar 31, 2026	HENGEHOLD CAPITAL MANAGEMENT LLC	1.37%	2.16M	36.05M	48.91K	+2.32%
Mar 31, 2026	UBS GROUP AG	1.4%	2.22M	37.06M	157.98K	+7.67%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	1.65%	2.61M	43.62M	215.74K	+9.02%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.35%	551.94K	9.16M	118.55K	+27.35%
Mar 31, 2026	CORNERSTONE PLANNING, LLC	0.36%	567.02K	9.5M	140.22K	+32.85%
Mar 31, 2026	GOEPPER BURKHARDT LLC	0.39%	617.62K	10.33M	34.3K	+5.88%
Mar 31, 2026	COLONY GROUP, LLC	0.61%	959.96K	16.05M	21.28K	+2.27%
Mar 31, 2026	FORONJY FINANCIAL LLC	0.61%	963.72K	16.11M	21.23K	+2.25%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.63%	999.4K	16.71M	39.97K	+4.17%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.66%	1.05M	17.54M	-341.16K	-24.53%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.72%	1.14M	19.04M	153.13K	+15.54%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.73%	1.16M	19.36M	206.13K	+21.66%
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, LLC	0.74%	1.17M	19.54M	131.02K	+12.62%
Mar 31, 2026	MONECO ADVISORS, LLC	0.9%	1.42M	23.76M	69.9K	+5.17%
Mar 31, 2026	IMA WEALTH, INC.	0.92%	1.45M	24.22M	32.39K	+2.29%
Mar 31, 2026	HILLS BANK & TRUST CO	1.66%	2.62M	43.82M	135.51K	+5.45%
Mar 31, 2026	ROYAL BANK OF CANADA	1.67%	2.64M	44.13M	137.04K	+5.48%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.45%	636.58K	10.77M	37.54K	+6.27%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.41%	554.9K	9.39M	295.03K	+113.53%
Dec 31, 2025	TLWM	1.23%	1.66M	28.04M	-7.92K	-0.48%
Dec 31, 2025	INVESCO LTD.	3.02%	4.23M	71.64M	1.11M	+35.39%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.32%	423.33K	7.16M	20.55K	+5.10%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.32%	455.16K	7.7M	31.6K	+7.46%
Dec 31, 2025	GPM GROWTH INVESTORS, INC.	0.33%	440.94K	7.46M	440.94K	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.33%	1.87M	31.63M	1.87M	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.7%	985.49K	16.67M	-540.36K	-35.41%
Dec 31, 2025	CWM, LLC	0.54%	758.95K	12.84M	-31.94K	-4.04%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.52%	725.93K	12.28M	217.89K	+42.89%
Dec 31, 2025	KIRR MARBACH & CO LLC /IN/	0.49%	653.54K	11.06M	653.54K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	443.74K	7.51M	411.73K	+1,286.22%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.31%	422.22K	7.14M	40.08K	+10.49%
Dec 31, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.3%	418.15K	7.08M	75.98K	+22.21%
Dec 31, 2025	COLONIAL TRUST ADVISORS	0.23%	323.02K	5.47M	78.15K	+31.91%
Dec 31, 2025	STEPHENS INC /AR/	0.22%	300.75K	5.09M	50.11K	+19.99%
Dec 31, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.19%	253.66K	4.29M	83.48K	+49.05%
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.18%	258.76K	4.38M	22.7K	+9.62%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.18%	239.8K	4.06M	30.13K	+14.37%
Dec 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.18%	239.8K	4.06M	158.86K	+196.29%
Dec 31, 2025	LEGACY CG, LLC	0.18%	236.45K	4M	16.69K	+7.59%
Dec 31, 2025	SOUDERS FINANCIAL ADVISORS	0.18%	235.77K	3.99M	10.32K	+4.58%
Dec 31, 2025	IMA WEALTH, INC.	1.01%	1.42M	23.96M	89.07K	+6.71%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	3.39%	4.55M	76.97M	117.3K	+2.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.58%	5.05M	85.4M	163.81K	+3.35%
Dec 31, 2025	ADDISON ADVISORS LLC	0.23%	330.67K	5.59M	18.91K	+6.06%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.26%	342.94K	5.8M	57.24K	+20.04%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.27%	376.93K	6.38M	21.57K	+6.07%
Dec 31, 2025	WAYCROSS INVESTMENT MANAGEMENT CO	0.28%	381.29K	6.45M	-139	-0.04%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	658.65K	11.14M	116.74K	+21.54%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	692.04K	11.71M	192.22K	+38.46%
Dec 31, 2025	COLONY GROUP, LLC	0.67%	938.68K	15.88M	171.29K	+22.32%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.68%	959.43K	16.23M	45.59K	+4.99%
Dec 31, 2025	LIDO ADVISORS, LLC	5.58%	7.85M	132.69M	726.65K	+10.20%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	6.46%	9.06M	153.3M	477.73K	+5.57%
Dec 31, 2025	LPL FINANCIAL LLC	3.6%	5.07M	85.75M	1.67M	+49.29%
Dec 31, 2025	MONECO ADVISORS, LLC	1.01%	1.35M	22.86M	65.28K	+5.08%
Dec 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	1.57%	2.11M	35.65M	74K	+3.64%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	1.78%	2.39M	40.49M	188.99K	+8.57%
Dec 31, 2025	ROYAL BANK OF CANADA	1.79%	2.5M	42.35M	1.12M	+81.26%
Dec 31, 2025	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	0.18%	252.68K	4.28M	252.68K	+100.00%
Dec 31, 2025	UBS GROUP AG	1.47%	2.06M	34.83M	321.22K	+18.49%
Dec 31, 2025	HILLS BANK & TRUST CO	1.85%	2.49M	42.06M	112.57K	+4.74%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.31%	433.39K	7.33M	128.9K	+42.33%
Dec 31, 2025	ASSET DEDICATION, LLC	0.48%	645.97K	10.93M	142.98K	+28.43%
Dec 31, 2025	VISTA INVESTMENT MANAGEMENT	0.34%	470.42K	7.96M	25.75K	+5.79%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.35%	496.3K	8.4M	-9.48K	-1.87%
Dec 31, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.36%	489.33K	8.28M	8.19K	+1.70%
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.41%	553.03K	9.36M	30.61K	+5.86%
Dec 31, 2025	GOEPPER BURKHARDT LLC	0.41%	583.32K	9.87M	64.66K	+12.47%
Dec 31, 2025	FORONJY FINANCIAL LLC	0.7%	942.49K	15.95M	42.06K	+4.67%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.91%	1.28M	21.72M	113.88K	+9.73%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	2.54%	3.58M	60.58M	245.56K	+7.36%
Dec 31, 2025	CORNERSTONE PLANNING, LLC	0.32%	426.81K	7.23M	426.81K	+100.00%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.71%	951.61K	16.1M	159.85K	+20.19%
Dec 31, 2025	MORGAN STANLEY	6.85%	9.6M	162.41M	1.86M	+24.09%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.77%	1.04M	17.56M	146.62K	+16.45%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.99%	1.39M	23.53M	-192.45K	-12.16%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.78%	2.49M	42.2M	775.16K	+45.09%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.99%	2.78M	47.11M	288.1K	+11.54%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.71%	948.97K	16.06M	52.17K	+5.82%
Dec 31, 2025	DAVIS R M INC	0.52%	730.33K	12.36M	263.52K	+56.45%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	1.06%	1.5M	25.37M	229.26K	+18.05%
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.39%	444.67K	7.51M	6.01K	+1.37%
Sep 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.3%	342.17K	5.78M	54.53K	+18.96%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	310.32K	5.24M	30.72K	+10.99%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	304.49K	5.14M	56.67K	+22.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	499.83K	8.44M	28.34K	+6.01%
Sep 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.42%	481.14K	8.13M	11.87K	+2.53%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.23%	259.87K	4.39M	-10.91K	-4.03%
Sep 30, 2025	STEPHENS INC /AR/	0.22%	250.64K	4.24M	51.73K	+26.01%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.21%	244.87K	4.14M	102.79K	+72.35%
Sep 30, 2025	JPMORGAN CHASE & CO	0.21%	243.82K	4.12M	26.76K	+12.33%
Sep 30, 2025	COUNTRY CLUB BANK /GFN	0.21%	239.7K	4.05M	-10.01K	-4.01%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.21%	236.06K	3.99M	51.4K	+27.83%
Sep 30, 2025	SOUDERS FINANCIAL ADVISORS	0.2%	225.46K	3.81M	14.21K	+6.73%
Sep 30, 2025	HORIZONS WEALTH MANAGEMENT	0.2%	223.33K	3.77M	6.29K	+2.90%
Sep 30, 2025	LEGACY CG, LLC	0.19%	219.77K	3.71M	65.09K	+42.09%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.18%	209.68K	3.54M	49.78K	+31.13%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.18%	209.57K	3.54M	-61.37K	-22.65%
Sep 30, 2025	CWM, LLC	0.69%	790.89K	13.37M	-16.54K	-2.05%
Sep 30, 2025	COLONY GROUP, LLC	0.67%	767.39K	12.97M	50.07K	+6.98%
Sep 30, 2025	LPL FINANCIAL LLC	2.97%	3.39M	57.37M	1.09M	+47.45%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	1.93%	2.2M	37.25M	282.45K	+14.70%
Sep 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	1.78%	2.03M	34.36M	51.96K	+2.62%
Sep 30, 2025	UBS GROUP AG	1.52%	1.74M	29.36M	385.66K	+28.53%
Sep 30, 2025	TLWM	1.46%	1.67M	28.14M	16.75K	+1.02%
Sep 30, 2025	ASSET DEDICATION, LLC	0.44%	502.99K	8.5M	43.57K	+9.48%
Sep 30, 2025	DAVIS R M INC	0.41%	466.81K	7.89M	96.14K	+25.94%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.8%	913.84K	15.44M	56.47K	+6.59%
Sep 30, 2025	FORONJY FINANCIAL LLC	0.79%	900.43K	15.22M	91.67K	+11.33%
Sep 30, 2025	IMA WEALTH, INC.	1.16%	1.33M	22.43M	14.95K	+1.14%
Sep 30, 2025	MONECO ADVISORS, LLC	1.12%	1.29M	21.73M	162.3K	+14.45%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.11%	1.27M	21.46M	105.53K	+9.06%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	1.02%	1.17M	19.77M	1.01M	+628.50%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0.97%	1.11M	18.72M	1.11M	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.78%	891.36K	15.06M	220.27K	+32.82%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.69%	791.76K	13.38M	177.23K	+28.84%
Sep 30, 2025	COOKSON PEIRCE & CO INC	0.52%	599.05K	10.12M	7.18K	+1.21%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	505.78K	8.55M	-1.26K	-0.25%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.5%	1.72M	29.05M	120.01K	+7.51%
Sep 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.38%	1.58M	26.75M	-169.5K	-9.67%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.33%	1.53M	25.79M	-76.14K	-4.75%
Sep 30, 2025	ROYAL BANK OF CANADA	1.21%	1.38M	23.33M	93.36K	+7.25%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	7.5%	8.58M	145.04M	651.19K	+8.21%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	3.88%	4.43M	74.89M	547.54K	+14.10%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.78%	896.81K	15.16M	31.68K	+3.66%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.18%	2.5M	42.18M	-474.66K	-15.98%
Sep 30, 2025	HILLS BANK & TRUST CO	2.08%	2.37M	40.11M	232.73K	+10.87%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	508.04K	8.59M	43.73K	+9.42%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	332.25K	5.62M	227.13K	+216.07%
Sep 30, 2025	GOEPPER BURKHARDT LLC	0.45%	518.66K	8.77M	52.13K	+11.17%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.33%	382.14K	6.46M	159.05K	+71.29%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.47%	541.91K	9.16M	20.58K	+3.95%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.46%	522.41K	8.83M	522.41K	+100.00%
Sep 30, 2025	MORGAN STANLEY	6.76%	7.74M	130.73M	1.78M	+29.95%
Sep 30, 2025	LIDO ADVISORS, LLC	6.23%	7.12M	120.39M	2.36M	+49.47%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.27%	4.88M	82.53M	261.91K	+5.67%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	2.92%	3.34M	56.36M	211.98K	+6.79%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.25%	285.69K	4.83M	34.2K	+13.60%
Sep 30, 2025	INVESCO LTD.	2.73%	3.13M	52.85M	-32.17K	-1.02%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.38%	437.14K	7.39M	-162.08K	-27.05%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.37%	423.56K	7.16M	13.22K	+3.22%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.35%	402.78K	6.81M	16.64K	+4.31%
Sep 30, 2025	WAYCROSS INVESTMENT MANAGEMENT CO	0.33%	381.43K	6.45M	-14.97K	-3.78%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.31%	355.36K	6.01M	8.43K	+2.43%
Sep 30, 2025	ADDISON ADVISORS LLC	0.27%	311.76K	5.27M	26.67K	+9.35%
Jun 30, 2025		0.25%	251.49K	4.22M	9.91K	+4.10%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.34%	346.93K	5.82M	346.93K	+100.00%
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	0.34%	346.07K	5.81M	16.65K	+5.06%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.27%	270.79K	4.54M	24.02K	+9.73%
Jun 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.29%	300.97K	5.04M	-3.63K	-1.19%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	471.49K	7.91M	15.06K	+3.30%
Jun 30, 2025	CWM, LLC	0.79%	807.43K	13.55M	3.74K	+0.47%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.84%	857.37K	14.39M	68.39K	+8.67%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	1.14%	1.16M	19.54M	105.28K	+9.94%
Jun 30, 2025	ROYAL BANK OF CANADA	1.26%	1.29M	21.6M	142.31K	+12.43%
Jun 30, 2025	LPL FINANCIAL LLC	2.25%	2.3M	38.63M	134.8K	+6.22%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	3.8%	3.88M	65.17M	488.55K	+14.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.52%	4.62M	77.55M	133.65K	+2.98%
Jun 30, 2025	LIDO ADVISORS, LLC	4.66%	4.77M	79.97M	602.35K	+14.47%
Jun 30, 2025	MORGAN STANLEY	5.83%	5.95M	99.89B	633.36K	+11.91%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	7.76%	7.93M	133.08M	477.32K	+6.40%
Jun 30, 2025	DAVIS R M INC	0.36%	370.67K	6.22M	133.03K	+55.98%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.4%	410.34K	6.89M	1.98K	+0.48%
Jun 30, 2025	VISTA INVESTMENT MANAGEMENT	0.43%	438.66K	7.36M	1.18K	+0.27%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.45%	464.31K	7.79M	34.44K	+8.01%
Jun 30, 2025	GOEPPER BURKHARDT LLC	0.46%	466.52K	7.83M	76.37K	+19.58%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.6%	614.53K	10.31M	114.12K	+22.81%
Jun 30, 2025	FORONJY FINANCIAL LLC	0.79%	808.76K	13.57M	808.76K	+100.00%
Jun 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.46%	469.27K	7.87M	4.37K	+0.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	507.04K	8.51M	-81.56K	-13.86%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	521.33K	8.75M	27.36K	+5.54%
Jun 30, 2025	COOKSON PEIRCE & CO INC	0.58%	591.86K	9.93M	1.85K	+0.31%
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.66%	671.09K	11.26M	240.29K	+55.78%
Jun 30, 2025	COLONY GROUP, LLC	0.7%	717.32K	12.04M	40.12K	+5.92%
Jun 30, 2025	MONECO ADVISORS, LLC	1.1%	1.12M	18.85M	154.57K	+15.95%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.57%	1.6M	26.88M	65.27K	+4.25%
Jun 30, 2025	TLWM	1.61%	1.65M	27.66M	8.57K	+0.52%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	1.88%	1.92M	32.24M	131.64K	+7.35%
Jun 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	1.94%	1.98M	33.24M	429.71K	+27.70%
Jun 30, 2025	HILLS BANK & TRUST CO	2.09%	2.14M	35.92M	127.67K	+6.34%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	3.06%	3.12M	52.4M	72.21K	+2.37%
Jun 30, 2025	INVESCO LTD.	3.09%	3.16M	53.01M	451.43K	+16.67%
Jun 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.25%	251.49K	4.22M	9.91K	+4.10%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.27%	270.94K	4.55M	245.73K	+974.49%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	279.6K	4.69M	110.61K	+65.45%
Jun 30, 2025	ADDISON ADVISORS LLC	0.28%	285.09K	4.78M	18.3K	+6.86%
Jun 30, 2025	WAYCROSS INVESTMENT MANAGEMENT CO	0.39%	396.41K	6.65M	-1.02K	-0.26%
Jun 30, 2025	ASSET DEDICATION, LLC	0.45%	459.42K	7.71M	16.09K	+3.63%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.85%	865.12K	14.52M	461	+0.05%
Jun 30, 2025	IMA WEALTH, INC.	1.28%	1.31M	22.02M	65.59K	+5.26%
Jun 30, 2025	UBS GROUP AG	1.32%	1.35M	22.68M	66.01K	+5.13%
Jun 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.28%	287.64K	4.83M	261.62K	+1,005.45%
Jun 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.38%	386.14K	6.48M	6.71K	+1.77%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.59%	599.21K	10.05M	5.89K	+0.99%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.57%	1.6M	26.83M	54.59K	+3.53%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.72%	1.75M	29.41M	-187.51K	-9.67%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.91%	2.97M	49.85M	92.31K	+3.21%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.44%	408.36K	6.77M	326.97K	+401.75%
Mar 31, 2025	ADDISON ADVISORS LLC	0.29%	266.8K	4.43M	15.56K	+6.20%
Mar 31, 2025	WAYCROSS INVESTMENT MANAGEMENT CO	0.43%	397.42K	6.59M	-4.1K	-1.02%
Mar 31, 2025	IMA WEALTH, INC.	1.33%	1.25M	20.68M	764.58K	+158.63%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.08%	2.88M	47.75M	206.9K	+7.74%
Mar 31, 2025	HORIZONS WEALTH MANAGEMENT	0.23%	216.01K	3.58M	17.15K	+8.63%
Mar 31, 2025	DAVIS R M INC	0.25%	237.64K	3.94M	115.26K	+94.18%
Mar 31, 2025		0.26%	241.58K	4.01M	209.02K	+641.89%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	253.79K	4.21M	14.72K	+6.16%
Mar 31, 2025	ROYAL BANK OF CANADA	1.23%	1.15M	19M	124.12K	+12.16%
Mar 31, 2025	CAPITAL INVESTMENT COUNSEL, LLC	0.46%	430.8K	7.15M	304.02K	+239.81%
Mar 31, 2025	VISTA INVESTMENT MANAGEMENT	0.47%	437.48K	7.26M	14.21K	+3.36%
Mar 31, 2025	ASSET DEDICATION, LLC	0.47%	443.33K	7.35M	31.88K	+7.75%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	456.43K	7.57M	104.23K	+29.59%
Mar 31, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.5%	464.9K	7.71M	46.87K	+11.21%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	1.13%	1.06M	17.57M	159.2K	+17.69%
Mar 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	2.08%	1.94M	32.18M	-137.36K	-6.61%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.46%	429.87K	7.13M	123.88K	+40.49%
Mar 31, 2025	CWM, LLC	0.86%	803.69K	13.33M	22.1K	+2.83%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.84%	788.98K	13.09M	737.31K	+1,426.94%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.93%	864.66K	14.34M	15.86K	+1.87%
Mar 31, 2025	BCS WEALTH MANAGEMENT	0.26%	246.77K	4.09M	-5.03K	-2.00%
Mar 31, 2025	COUNTRY CLUB BANK /GFN	0.28%	261.89K	4.35M	-3.28K	-1.24%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.63%	593.32K	9.84M	72.42K	+13.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	1.54M	25.49M	216.16K	+16.37%
Mar 31, 2025	TLWM	1.75%	1.64M	27.2M	34.7K	+2.16%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	1.91%	1.79M	29.7M	266.41K	+17.49%
Mar 31, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.33%	304.6K	5.05M	-15.58K	-4.87%
Mar 31, 2025	KAYE CAPITAL MANAGEMENT	0.35%	329.42K	5.46M	311.34K	+1,722.59%
Mar 31, 2025	JANE STREET GROUP, LLC	0.38%	355.97K	5.91M	345.22K	+3,211.32%
Mar 31, 2025	GOEPPER BURKHARDT LLC	0.42%	390.15K	6.47M	45.55K	+13.22%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	493.97K	8.2M	31.37K	+6.78%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.63%	588.6K	9.77M	-137.69K	-18.96%
Mar 31, 2025	COOKSON PEIRCE & CO INC	0.63%	590.01K	9.79M	-7.85K	-1.31%
Mar 31, 2025	HILLS BANK & TRUST CO	2.15%	2.01M	33.39M	314.24K	+18.50%
Mar 31, 2025	LPL FINANCIAL LLC	2.32%	2.17M	35.96M	26.85K	+1.25%
Mar 31, 2025	LIDO ADVISORS, LLC	4.45%	4.16M	69.07M	4.16M	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.8%	4.49M	74.45M	680.65K	+17.88%
Mar 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.41%	379.43K	6.29M	11.22K	+3.05%
Mar 31, 2025	MONECO ADVISORS, LLC	1.04%	968.95K	16.07M	299.6K	+44.76%
Mar 31, 2025	UBS GROUP AG	1.38%	1.29M	21.33M	84.07K	+7.00%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	3.26%	3.05M	50.61M	-15.83K	-0.52%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	3.63%	3.4M	56.33M	117.22K	+3.58%
Mar 31, 2025	MORGAN STANLEY	5.69%	5.32M	88.25M	1.76M	+49.47%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	7.97%	7.45M	123.66M	828.19K	+12.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.65%	1.54M	25.62M	75.83K	+5.16%
Mar 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	1.66%	1.55M	25.74M	92.3K	+6.33%
Mar 31, 2025	INVESCO LTD.	2.9%	2.71M	44.92M	38.36K	+1.44%
Mar 31, 2025	COLONY GROUP, LLC	0.72%	677.21K	11.23M	258.74K	+61.83%

Frequently Asked Questions