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

Who are the major shareholders selling Invesco BulletShares 2033 Corporate Bond ETF stock?

MML INVESTORS SERVICES, LLC, in the last quarter, reduced its stake in BSCX by -7.89% restricting it's holding to 97.19 thousand shares of worth nearly $2.06M. KESTRA PRIVATE WEALTH SERVICES, LLC also lessened -3.79% of the BSCX shares from its portfolio, reducing its holding to 58.52 thousand shares of worth $1.24M. NORTHCREST ASSET MANANGEMENT, LLC also shunned BSCX shares holding by -12.76% last quarter which brought its holding to 211.72 thousand shares worth $4.49M.

Investors who are buying BSCX stock?

As per its latest 13F filing, FARNAM FINANCIAL LLC increased its stake in BSCX by 14.07% in the last quarter. The institutional holder raised its holding to 92.98 thousand shares having worth more than $1.97M. AMERIPRISE FINANCIAL INC also added 3.8% more shares of BSCX to its portfolio, raising its holding to 2.5 million shares of worth $52.84M. CLEARSTEAD ADVISORS, LLC also increased its BSCX shares holding by 8.69% which brought its holding to 2.66 million shares worth $56.30M.

BSCX's major insiders: who are they?

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

Did an insider recently sell BSCX stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2033 Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSCX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSCX stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2033 Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSCX does insiders own?

Around 0 Invesco BulletShares 2033 Corporate Bond ETF shares are held by insiders, which represents about N/A of BSCX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSCX?

MML INVESTORS SERVICES, LLC is the largest institutional owner in BSCX which holds 97.19 thousand shares worth $2.06M or 0.2% of the total BSCX shares outstanding followed by FARNAM FINANCIAL LLC with ownership of 92.98 thousand shares representing 0.19% of the BSCX ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 2.5 million shares or 5.59% of the ownership worth more than $52.84M.

Is Invesco BulletShares 2033 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 BSCX is concerned, it is a stock which is not optionable.

Is there a short position on BSCX's shares?

Number of BSCX 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 BSCX shares are there?

As of today, null shares of BSCX are outstanding.

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

BSCX 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 BSCX is null.

Invesco BulletShares 2033 Corporate Bond ETF (BSCX) 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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 97.19K shares valued at $2.06M. A 0.2% stake in Invesco BulletShares 2033 Corporate Bond ETF is owned by the company. FARNAM FINANCIAL LLC owns 92.98K shares valued at $1.97M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.2%	97.19K	2.06M	-8.33K	-7.89%
Mar 31, 2026	FARNAM FINANCIAL LLC	0.19%	92.98K	1.97M	11.47K	+14.07%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	5.59%	2.5M	52.84M	91.4K	+3.80%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	5.43%	2.66M	56.3M	212.88K	+8.69%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.12%	54.87K	1.16M	0	0
Mar 31, 2026	DAVIS R M INC	0.12%	55.29K	1.17M	16.98K	+44.33%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.01%	493.67K	10.33M	67.82K	+15.93%
Mar 31, 2026	INDEPENDENCE BANK OF KENTUCKY	0.13%	57.83K	1.22M	11.48K	+24.77%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	58.52K	1.24M	-2.3K	-3.79%
Mar 31, 2026	G2 CAPITAL MANAGEMENT, LLC / OH	0.14%	61.4K	1.3M	716	+1.18%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	67.05K	1.42M	2.39K	+3.70%
Mar 31, 2026	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.15%	68.32K	1.45M	5.88K	+9.42%
Mar 31, 2026	OPULEN FINANCIAL GROUP LLC	0.16%	72.83K	1.54M	2.8K	+3.99%
Mar 31, 2026	UBS GROUP AG	0.19%	92.7K	1.96M	15.22K	+19.64%
Mar 31, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.43%	211.72K	4.49M	-30.97K	-12.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.55%	268.29K	5.67M	42.76K	+18.96%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.64%	313.45K	6.73M	-11.29K	-3.48%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.85%	414.45K	8.77M	47.69K	+13.00%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.86%	423.03K	8.95M	71.83K	+20.45%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.88%	432.81K	9.15M	-441.36K	-50.49%
Mar 31, 2026	INVESCO LTD.	1.76%	861.57K	18.22M	45.41K	+5.56%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	14.28%	7M	148.14M	125.73K	+1.83%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	6.58%	3.23M	68.3M	199.09K	+6.57%
Mar 31, 2026	LPL FINANCIAL LLC	4.09%	2M	42.38M	170.7K	+9.31%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.19%	93.28K	1.97M	1.34K	+1.46%
Mar 31, 2026	ADDISON ADVISORS LLC	0.54%	265.88K	5.62M	15.61K	+6.24%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.69%	337.14K	7.14M	4.58K	+1.38%
Mar 31, 2026	ASSET DEDICATION, LLC	0.55%	267.43K	5.66M	42.37K	+18.83%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.69%	829.29K	17.54M	130.14K	+18.61%
Mar 31, 2026	ROYAL BANK OF CANADA	0.78%	383.29K	8.11M	186.12K	+94.40%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	256.49K	950.1K	173.8K	+210.17%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	237.44K	5.02M	22.14K	+10.28%
Mar 31, 2026	STEPHENS INC /AR/	0.41%	201.77K	4.27M	28K	+16.11%
Mar 31, 2026	LEDGEWOOD WEALTH ADVISORS, LLC	0.39%	193.17K	4.09M	11.9K	+6.57%
Mar 31, 2026	JANE STREET GROUP, LLC	0.38%	188.02K	3.98M	188.02K	+100.00%
Mar 31, 2026	COOKSON PEIRCE & CO INC	1.01%	496.32K	10.5M	3.13K	+0.63%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.08%	530.71K	11.22M	64.47K	+13.83%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.11%	543.49K	11.49M	-121.77K	-18.30%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.28%	629.95K	13.32M	439.87K	+231.42%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.27%	131.95K	2.79M	-4.61K	-3.37%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.31%	154.33K	3.26M	-1.66K	-1.06%
Mar 31, 2026	LIDO ADVISORS, LLC	0.34%	164.3K	3.48M	-17.92K	-9.84%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.42%	205.03K	4.34M	15.81K	+8.35%
Mar 31, 2026	ELLEVEST, INC.	0.19%	90.81K	1.92M	-412	-0.45%
Mar 31, 2026	AA FINANCIAL ADVISORS, LLC	0.19%	92.54K	1.96M	-29.99K	-24.47%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.22%	110.28K	2.33M	110.28K	+100.00%
Mar 31, 2026		0.23%	113.6K	2.4M	30.81K	+37.21%
Mar 31, 2026	INFINITY WEALTH COUNSEL, LLC	0.25%	124.4K	2.63M	1.45K	+1.18%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.26%	126.63K	2.68M	16.35K	+14.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.26%	128.25K	2.71M	53.54K	+71.67%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.42%	205.52K	4.35M	-79.37K	-27.86%
Mar 31, 2026	SAWGRASS ASSET MANAGEMENT LLC	0.17%	74.65K	1.58M	-650	-0.86%
Mar 31, 2026	MORGAN STANLEY	3.88%	1.9M	40.28M	207.82K	+12.25%
Mar 31, 2026	RIVER WEALTH ADVISORS LLC	0.19%	83.96K	1.78M	25.85K	+44.48%
Mar 31, 2026	NOVARE CAPITAL MANAGEMENT LLC	0.22%	108.59K	2.3M	4.12K	+3.94%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.22%	106K	2.24M	59.9K	+129.96%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.22%	105.78K	2.24M	105.78K	+100.00%
Dec 31, 2025	BCS WEALTH MANAGEMENT	2.07%	874.17K	18.76M	441.67K	+102.12%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	7.11%	3.03M	65.03M	140.49K	+4.86%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	16.15%	6.88M	147.61M	356.79K	+5.47%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.06%	25.96K	557.08K	156	+0.60%
Dec 31, 2025	DOVER ADVISORS, LLC	0.06%	27.1K	581.57K	750	+2.85%
Dec 31, 2025	LIDO ADVISORS, LLC	0.43%	182.23K	3.91M	-8.15K	-4.28%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	30.32K	651K	11.32K	+59.59%
Dec 31, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.43%	181.27K	3.89M	13.65K	+8.14%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	190.07K	4.08M	190.07K	+100.00%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.83%	351.2K	7.54M	62.51K	+21.65%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	5.77%	2.45M	52.56M	1.5M	+157.84%
Dec 31, 2025	INFINITY WEALTH COUNSEL, LLC	0.29%	122.95K	2.64M	85.34K	+226.91%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.32%	136.55K	2.93M	12.36K	+9.95%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.45%	189.22K	4.06M	22.24K	+13.32%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	215.3K	4.62M	2.49K	+1.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	225.53K	4.84M	21.48K	+10.53%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.76%	324.74K	6.97M	620	+0.19%
Dec 31, 2025	INVESCO LTD.	1.92%	816.16K	17.51M	44.03K	+5.70%
Dec 31, 2025	MORGAN STANLEY	3.98%	1.7M	36.41M	226.16K	+15.38%
Dec 31, 2025	LPL FINANCIAL LLC	4.32%	1.83M	39.34M	206.29K	+12.68%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	5.65%	2.41M	51.66M	80.49K	+3.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	64.66K	1.39M	-381	-0.59%
Dec 31, 2025	OPULEN FINANCIAL GROUP LLC	0.17%	70.04K	1.5M	830	+1.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	74.71K	1.6M	5.7K	+8.26%
Dec 31, 2025	INDEPENDENCE BANK OF KENTUCKY	0.11%	46.35K	994.63K	1.4K	+3.11%
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.13%	54.87K	1.18M	770	+1.42%
Dec 31, 2025	RIVER WEALTH ADVISORS LLC	0.14%	58.12K	1.25M	8.54K	+17.23%
Dec 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.14%	60.69K	1.3M	720	+1.20%
Dec 31, 2025	ROYAL BANK OF CANADA	0.46%	197.17K	4.23M	37.64K	+23.59%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	105.52K	2.26M	8.85K	+9.15%
Dec 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.25%	104.47K	2.24M	2.41K	+2.36%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	110.28K	2.37M	40.49K	+58.02%
Dec 31, 2025	LECLAIR WEALTH PARTNERS LLC	0.26%	110.98K	2.38M	110.98K	+100.00%
Dec 31, 2025	AA FINANCIAL ADVISORS, LLC	0.29%	122.53K	2.63M	122.53K	+100.00%
Dec 31, 2025	ASSET DEDICATION, LLC	0.53%	225.06K	4.83M	71.81K	+46.85%
Dec 31, 2025	ADDISON ADVISORS LLC	0.59%	250.27K	5.37M	18.29K	+7.88%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.22%	91.95K	1.97M	1.67K	+1.85%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.78%	332.56K	7.14M	25.74K	+8.39%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.86%	366.76K	7.87M	24.17K	+7.05%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.09%	466.24K	10.01M	466.24K	+100.00%
Dec 31, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.58%	242.69K	5.22M	-4.24K	-1.72%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	33.01K	708.32K	1.65K	+5.28%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	33.84K	726.2K	8.86K	+35.48%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	35.09K	752.99K	148	+0.42%
Dec 31, 2025	DAVIS R M INC	0.09%	38.31K	822.18K	14.53K	+61.11%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.1%	41.25K	885.18K	7.85K	+23.49%
Dec 31, 2025	MONECO ADVISORS, LLC	0.1%	42.98K	922.23K	-225	-0.52%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1%	425.85K	9.14M	125.59K	+41.83%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	60.82K	1.31M	4.31K	+7.63%
Dec 31, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.15%	62.44K	1.34M	4.48K	+7.73%
Dec 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.18%	75.3K	1.62M	19.67K	+35.35%
Dec 31, 2025	UBS GROUP AG	0.18%	77.48K	1.66M	17.59K	+29.36%
Dec 31, 2025	FARNAM FINANCIAL LLC	0.19%	81.52K	1.75M	3.79K	+4.88%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	82.69K	1.78M	27.53K	+49.91%
Dec 31, 2025	ELLEVEST, INC.	0.21%	91.22K	1.96M	9.53K	+11.67%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.37%	155.99K	3.35M	11.14K	+7.69%
Dec 31, 2025	STEPHENS INC /AR/	0.41%	173.78K	3.73M	23.89K	+15.94%
Dec 31, 2025		0.2%	82.79K	1.78M	82.79K	+100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.11%	45.84K	983.75K	7.68K	+20.12%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.11%	46.09K	989.16K	46K	+49,462.37%
Dec 31, 2025	COOKSON PEIRCE & CO INC	1.16%	493.19K	10.58M	19.4K	+4.09%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.57%	665.26K	14.28M	124.86K	+23.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.64%	699.15K	15M	144.32K	+26.01%
Sep 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.16%	54.1K	1.16M	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	47.61K	1.02M	31.18K	+189.71%
Sep 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.14%	44.95K	965.06K	5.34K	+13.47%
Sep 30, 2025		0.32%	106.2K	2.28M	106.2K	+100.00%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.1%	33.4K	717.17K	11.46K	+52.23%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.09%	31.35K	673.19K	8.77K	+38.84%
Sep 30, 2025	DOVER ADVISORS, LLC	0.08%	26.35K	565.73K	1.75K	+7.11%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.08%	25.8K	553.98K	161	+0.63%
Sep 30, 2025	DAVIS R M INC	0.07%	23.78K	510.56K	7.54K	+46.41%
Sep 30, 2025	QUARTZ PARTNERS, LLC	0.07%	22.82K	489.88K	-1.21K	-5.02%
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.06%	21.1K	453.08K	0	0
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.06%	19.52K	419.03K	19.52K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	19K	408K	5.66K	+42.39%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.04%	14.65K	314.58K	2.65K	+22.08%
Sep 30, 2025	REDMOND ASSET MANAGEMENT, LLC	0.04%	14K	300.67K	14K	+100.00%
Sep 30, 2025	COORDINATED FINANCIAL SERVICES, INC.	0.04%	12.92K	277.3K	159	+1.25%
Sep 30, 2025	ETF STORE, INC.	0.03%	11.21K	240.69K	393	+3.63%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.03%	10.64K	228.35K	577	+5.74%
Sep 30, 2025	ORG PARTNERS LLC	0.03%	10.47K	224.71K	10.47K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.03%	10.28K	220.76K	656	+6.81%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.68%	554.83K	11.91M	265.84K	+91.99%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	96.67K	2.08M	204	+0.21%
Sep 30, 2025	FARNAM FINANCIAL LLC	0.23%	77.73K	1.67M	8.84K	+12.83%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.64%	212.8K	4.57M	14.74K	+7.44%
Sep 30, 2025	ASSET DEDICATION, LLC	0.46%	153.26K	3.29M	24.64K	+19.16%
Sep 30, 2025	STEPHENS INC /AR/	0.45%	149.89K	3.22M	29.35K	+24.35%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.38%	124.19K	2.67M	5.95K	+5.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	8.73%	2.89M	62.05M	192.13K	+7.12%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	7.03%	2.33M	49.96M	46.66K	+2.05%
Sep 30, 2025	MORGAN STANLEY	4.44%	1.47M	31.58M	133.11K	+9.95%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.98%	324.12K	6.96M	15.61K	+5.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	204.05K	4.34M	8.81K	+4.51%
Sep 30, 2025	LIDO ADVISORS, LLC	0.58%	190.37K	4.09M	165.27K	+658.46%
Sep 30, 2025	JPMORGAN CHASE & CO	0.56%	186.58K	4.01M	-106.66K	-36.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.04%	342.59K	7.36M	55.28K	+19.24%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.93%	306.82K	6.59M	7.96K	+2.66%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.91%	300.25K	6.43M	68.75K	+29.70%
Sep 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.63%	540.39K	11.6M	-56.56K	-9.47%
Sep 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.31%	102.06K	2.19M	24.47K	+31.54%
Sep 30, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.18%	57.96K	1.24M	3.1K	+5.64%
Sep 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.17%	55.64K	1.19M	7.56K	+15.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	55.16K	1.19M	19.01K	+52.59%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.44%	144.85K	3.11M	17.42K	+13.67%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.12%	38.16K	819.39K	18.47K	+93.78%
Sep 30, 2025	INFINITY WEALTH COUNSEL, LLC	0.11%	37.61K	807.49K	37.61K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	34.94K	750.16K	204	+0.59%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	19.71%	6.52M	140.02M	496.11K	+8.23%
Sep 30, 2025	LPL FINANCIAL LLC	4.92%	1.63M	34.93M	287.28K	+21.44%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	2.87%	949.89K	20.39M	949.89K	+100.00%
Sep 30, 2025	INVESCO LTD.	2.33%	772.13K	16.58M	60.18K	+8.45%
Sep 30, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.51%	167.62K	3.6M	12.1K	+7.78%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.5%	166.99K	3.59M	4.04K	+2.48%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	159.53K	3.43M	13.52K	+9.26%
Sep 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.18%	59.97K	1.29M	738	+1.25%
Sep 30, 2025	UBS GROUP AG	0.18%	59.9K	1.29M	36.05K	+151.19%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	56.51K	1.21M	2.44K	+4.51%
Sep 30, 2025	RIVER WEALTH ADVISORS LLC	0.15%	49.58K	1.06M	4.03K	+8.86%
Sep 30, 2025	MONECO ADVISORS, LLC	0.13%	43.2K	927.5K	-16.67K	-27.84%
Sep 30, 2025	COOKSON PEIRCE & CO INC	1.43%	473.78K	10.17M	13	0.00%
Sep 30, 2025	BCS WEALTH MANAGEMENT	1.31%	432.5K	9.29M	-4.66K	-1.07%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.87%	288.69K	6.2M	88.13K	+43.94%
Sep 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.75%	246.93K	5.31M	246.93K	+100.00%
Sep 30, 2025	ADDISON ADVISORS LLC	0.7%	231.98K	4.98M	25.38K	+12.28%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.27%	90.28K	1.94M	3.09K	+3.54%
Sep 30, 2025	ELLEVEST, INC.	0.25%	81.69K	1.75M	3.49K	+4.47%
Sep 30, 2025	TLWM	0.23%	77.54K	1.66M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	69.79K	1.5M	56.87K	+440.32%
Sep 30, 2025	OPULEN FINANCIAL GROUP LLC	0.21%	69.21K	1.49M	16.63K	+31.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	69.01K	1.48M	8.33K	+13.72%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	65.04K	1.4M	11.18K	+20.76%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.18%	60.32K	1.3M	60.32K	+100.00%
Jun 30, 2025	ELLEVEST, INC.	0.26%	78.2K	1.66M	1.64K	+2.14%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.18%	54.07K	1.15M	12.68K	+30.64%
Jun 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.18%	54.1K	1.15M	4.7K	+9.51%
Jun 30, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.18%	54.87K	1.16M	2.57K	+4.92%
Jun 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.2%	59.23K	1.26M	749	+1.28%
Jun 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.26%	77.59K	1.64M	12.67K	+19.52%
Jun 30, 2025	OPULEN FINANCIAL GROUP LLC	0.18%	52.58K	1.11M	4.48K	+9.32%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	24.17K	512.44K	1.51K	+6.65%
Jun 30, 2025	DOVER ADVISORS, LLC	0.08%	24.6K	521.52K	-389	-1.56%
Jun 30, 2025	BCS WEALTH MANAGEMENT	1.47%	437.16K	9.27M	18.82K	+4.50%
Jun 30, 2025	COOKSON PEIRCE & CO INC	1.6%	473.77K	10.04M	3.47K	+0.74%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	2.01%	596.95K	12.66M	596.95K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	9.09%	2.7M	57.19M	-433.01K	-13.83%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	20.3%	6.03M	127.74M	2.19M	+57.16%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	198.07K	4.2M	9.8K	+5.20%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	12.92K	273.82K	12.92K	+100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	13.8K	292.65K	101	+0.74%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.05%	15.53K	329.27K	592	+3.96%
Jun 30, 2025	DAVIS R M INC	0.05%	16.24K	344.33K	3.86K	+31.13%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.07%	21.1K	447.38K	0	0
Jun 30, 2025	STEPHENS INC /AR/	0.41%	120.54K	2.56M	8.17K	+7.27%
Jun 30, 2025	FARNAM FINANCIAL LLC	0.23%	68.89K	1.46M	12.7K	+22.60%
Jun 30, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.52%	155.52K	3.3M	5.77K	+3.85%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.68%	200.56K	4.25M	20.18K	+11.19%
Jun 30, 2025	ADDISON ADVISORS LLC	0.7%	206.6K	4.38M	507	+0.25%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.78%	231.5K	4.89M	60.22K	+35.16%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	1.01%	298.86K	6.34M	298.86K	+100.00%
Jun 30, 2025	TLWM	0.26%	77.54K	1.64M	0	0
Jun 30, 2025	MORGAN STANLEY	4.51%	1.34M	28.36B	87.19K	+6.97%
Jun 30, 2025	LIDO ADVISORS, LLC	0.08%	25.1K	532.12K	25.1K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	4.51%	1.34M	28.4M	76.95K	+6.09%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	25.64K	543.61K	192	+0.75%
Jun 30, 2025	MONECO ADVISORS, LLC	0.2%	59.87K	1.27M	-11.42K	-16.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	60.68K	1.29M	1.9K	+3.23%
Jun 30, 2025	CITADEL ADVISORS LLC	0.35%	103.04K	2.18B	50.83K	+97.37%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.04%	308.52K	6.54M	8.96K	+2.99%
Jun 30, 2025	INVESCO LTD.	2.4%	711.95K	15.09M	-394.69K	-35.67%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	7.68%	2.28M	48.35M	44.4K	+1.99%
Jun 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.13%	39.61K	839.8K	1.79K	+4.74%
Jun 30, 2025	RIVER WEALTH ADVISORS LLC	0.15%	45.54K	965.51K	1.8K	+4.12%
Jun 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.16%	48.07K	1.02M	-5.4K	-10.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	53.86K	1.14M	-32.79K	-37.85%
Jun 30, 2025	ASSET DEDICATION, LLC	0.43%	128.62K	2.73M	10.04K	+8.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.49%	146.01K	3.1M	11.41K	+8.48%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.54%	161.51K	3.42M	-4.44K	-2.68%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.55%	162.95K	3.45M	4.95K	+3.13%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	195.24K	4.14M	17.77K	+10.01%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.29%	87.19K	1.85M	5.51K	+6.75%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.33%	96.46K	2.05M	-6.71K	-6.50%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.4%	118.24K	2.51M	1.67K	+1.43%
Jun 30, 2025	STERLING FINANCIAL GROUP, INC.	0.11%	33.39K	707.83K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.97%	287.31K	6.09M	26.63K	+10.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.97%	289K	6.13M	42.75K	+17.36%
Jun 30, 2025	JPMORGAN CHASE & CO	0.99%	293.24K	6.22M	293.24K	+100.00%
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	1.01%	298.86K	6.34M	32.06K	+12.01%
Jun 30, 2025		0.18%	52.58K	1.11M	4.48K	+9.32%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	34.74K	736.4K	1.1K	+3.27%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	36.15K	764.55K	7.64K	+26.80%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	41.39K	864.64K	41.39K	+100.00%
Mar 31, 2025	RIVER WEALTH ADVISORS LLC	0.17%	43.74K	913.71K	6.66K	+17.95%
Mar 31, 2025		0.19%	48.09K	1M	8.18K	+20.50%
Mar 31, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	1.47%	381.02K	7.96M	14.43K	+3.94%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.45%	116.57K	2.44M	54.83K	+88.79%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.01%	260.68K	5.45M	35.77K	+15.90%
Mar 31, 2025	KAYE CAPITAL MANAGEMENT	1.03%	266.81K	5.57M	253.64K	+1,926.03%
Mar 31, 2025	LPL FINANCIAL LLC	4.88%	1.26M	26.38M	217.67K	+20.83%
Mar 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.19%	49.4K	1.03M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	58.78K	1.23M	4.93K	+9.16%
Mar 31, 2025	ADDISON ADVISORS LLC	0.8%	206.1K	4.31M	4.91K	+2.44%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.95%	246.25K	5.14M	-13.8K	-5.30%
Mar 31, 2025	BCS WEALTH MANAGEMENT	1.62%	418.34K	8.74M	9.52K	+2.33%
Mar 31, 2025	COOKSON PEIRCE & CO INC	1.82%	470.3K	9.82M	-1.48K	-0.31%
Mar 31, 2025	INVESCO LTD.	4.28%	1.11M	23.12M	626.21K	+130.34%
Mar 31, 2025	MORGAN STANLEY	4.83%	1.25M	26.12M	386.37K	+44.72%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	8.64%	2.24M	46.71M	173.75K	+8.43%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	12.1%	3.13M	65.4M	-25.39K	-0.80%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	14.81%	3.83M	80.09M	3.83M	+100.00%
Mar 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.21%	53.48K	1.12M	-5.96K	-10.03%
Mar 31, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.2%	52.29K	1.09M	5.32K	+11.33%
Mar 31, 2025	MONECO ADVISORS, LLC	0.28%	71.29K	1.49M	-8.15K	-10.26%
Mar 31, 2025	ROYAL BANK OF CANADA	0.52%	134.6K	2.81M	36.11K	+36.66%
Mar 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.23%	58.48K	1.22M	695	+1.20%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	52.21K	1.09M	-249.58K	-82.70%
Mar 31, 2025	INDEPENDENCE BANK OF KENTUCKY	0.15%	37.82K	790.04K	-3	-0.01%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.22%	56.31K	1.18M	3.42K	+6.46%
Mar 31, 2025	ELLEVEST, INC.	0.3%	76.56K	1.6M	5.2K	+7.29%
Mar 31, 2025	TLWM	0.3%	77.54K	1.62M	0	0
Mar 31, 2025	ASSET DEDICATION, LLC	0.46%	118.58K	2.48M	53.25K	+81.52%
Mar 31, 2025	CAROLINA WEALTH ADVISORS, LLC	1.12%	290.11K	6.06M	6.47K	+2.28%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.16%	299.56K	6.21M	19.02K	+6.78%
Mar 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.25%	64.92K	1.36M	20.55K	+46.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	28.51K	595.56K	17.62K	+161.77%
Mar 31, 2025	STERLING FINANCIAL GROUP, INC.	0.13%	33.39K	697.48K	-670	-1.97%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.13%	33.83K	707K	-63.47K	-65.23%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	33.64K	702.64K	9.7K	+40.54%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.32%	81.68K	1.71M	26.6K	+48.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	86.65K	1.81M	5.5K	+6.77%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.4%	103.17K	2.16M	3.94K	+3.97%
Mar 31, 2025	STEPHENS INC /AR/	0.43%	112.37K	2.35M	40.58K	+56.52%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	0.61%	158K	3.3M	-1	0.00%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.64%	165.95K	3.47M	-842	-0.50%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.66%	171.28K	3.57M	110.2K	+180.41%
Mar 31, 2025	JANE STREET GROUP, LLC	0.67%	173.82K	3.63M	154.11K	+782.02%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	177.47K	3.71M	50.7K	+39.99%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.73%	188.27K	3.93M	16.62K	+9.68%

Frequently Asked Questions