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

Who are the major shareholders selling Invesco BulletShares 2034 Corporate Bond ETF stock?

ATRIA INVESTMENTS, INC, in the last quarter, reduced its stake in BSCY by -3.47% restricting it's holding to 134.61 thousand shares of worth nearly $2.79M. SANCTUARY ADVISORS, LLC also lessened -1.48% of the BSCY shares from its portfolio, reducing its holding to 149.81 thousand shares of worth $3.10M. EQUITABLE HOLDINGS, INC. also shunned BSCY shares holding by -8.37% last quarter which brought its holding to 254.25 thousand shares worth $5.34M.

Investors who are buying BSCY stock?

As per its latest 13F filing, NOVARE CAPITAL MANAGEMENT LLC increased its stake in BSCY by 4.9% in the last quarter. The institutional holder raised its holding to 73.89 thousand shares having worth more than $1.53M. AMERIPRISE FINANCIAL INC also added 109% more shares of BSCY to its portfolio, raising its holding to 79.11 thousand shares of worth $1.64M. HUNTINGTON NATIONAL BANK also increased its BSCY shares holding by 388.3% which brought its holding to 32.23 thousand shares worth $667.06K.

BSCY's major insiders: who are they?

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

Did an insider recently sell BSCY stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2034 Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSCY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSCY stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2034 Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSCY does insiders own?

Around 0 Invesco BulletShares 2034 Corporate Bond ETF shares are held by insiders, which represents about N/A of BSCY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSCY?

NOVARE CAPITAL MANAGEMENT LLC is the largest institutional owner in BSCY which holds 73.89 thousand shares worth $1.53M or 0.61% of the total BSCY shares outstanding followed by AMERIPRISE FINANCIAL INC with ownership of 79.11 thousand shares representing 0.65% of the BSCY ownership. HUNTINGTON NATIONAL BANK is the third largest stakeholder with 32.23 thousand shares or 0.27% of the ownership worth more than $667.06K.

Is Invesco BulletShares 2034 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 BSCY is concerned, it is a stock which is not optionable.

Is there a short position on BSCY's shares?

Number of BSCY 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 BSCY shares are there?

As of today, null shares of BSCY are outstanding.

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

BSCY 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 BSCY is null.

Invesco BulletShares 2034 Corporate Bond ETF (BSCY) 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. NOVARE CAPITAL MANAGEMENT LLC is the top corporate investor, holding 73.89K shares valued at $1.53M. A 0.61% stake in Invesco BulletShares 2034 Corporate Bond ETF is owned by the company. AMERIPRISE FINANCIAL INC owns 79.11K shares valued at $1.64M, which translates its holding of 0.65% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	NOVARE CAPITAL MANAGEMENT LLC	0.61%	73.89K	1.53M	3.45K	+4.90%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.65%	79.11K	1.64M	41.26K	+109.00%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.27%	32.23K	667.06K	25.63K	+388.30%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.78%	94.46K	1.96M	6.51K	+7.40%
Mar 31, 2026		0.92%	111.38K	2.31M	27.85K	+33.34%
Mar 31, 2026	CITADEL ADVISORS LLC	0.96%	116.82K	2.42M	83.37K	+249.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.02%	124.28K	2.57M	10.92K	+9.64%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.08%	131.19K	2.72M	49.54K	+60.67%
Mar 31, 2026	ATRIA INVESTMENTS, INC	1.11%	134.61K	2.79M	-4.83K	-3.47%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.23%	149.81K	3.1M	-2.25K	-1.48%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.32%	160K	3.31M	54.9K	+52.23%
Mar 31, 2026	ROYAL BANK OF CANADA	1.32%	160.26K	3.32M	23.01K	+16.77%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.33%	161.61K	3.35M	161.61K	+100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.56%	189.83K	3.93M	50.19K	+35.94%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	1.65%	200.68K	4.16M	82.23K	+69.42%
Mar 31, 2026	STEPHENS INC /AR/	1.67%	203.37K	4.21M	26.06K	+14.70%
Mar 31, 2026	LEDGEWOOD WEALTH ADVISORS, LLC	1.68%	204.21K	4.23M	2.03K	+1.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.96%	237.62K	4.92M	28.66K	+13.72%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	1.96%	237.75K	4.92M	10.87K	+4.79%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.09%	254.25K	5.34M	-23.21K	-8.37%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	2.13%	259.08K	5.36M	259.08K	+100.00%
Mar 31, 2026	ADDISON ADVISORS LLC	2.22%	269.23K	5.57M	24.22K	+9.89%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	2.66%	323.1K	6.69M	62.6K	+24.03%
Mar 31, 2026	BCS WEALTH MANAGEMENT	2.79%	339.08K	7.02M	-327.14K	-49.10%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.85%	346.29K	7.08M	66.85K	+23.92%
Mar 31, 2026	COOKSON PEIRCE & CO INC	4.18%	508.1K	10.52M	3.4K	+0.67%
Mar 31, 2026	MORGAN STANLEY	5.77%	700.35K	14.5M	181.37K	+34.95%
Mar 31, 2026	INVESCO LTD.	7.22%	876.4K	18.14M	44.9K	+5.40%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	9.49%	1.15M	23.84M	300.84K	+35.35%
Mar 31, 2026	LPL FINANCIAL LLC	10.14%	1.23M	25.49M	157.78K	+14.70%
Mar 31, 2026	UBS GROUP AG	10.69%	1.3M	26.88M	1.25M	+2,541.04%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	22.25%	2.7M	55.92M	183.33K	+7.28%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	28.42%	3.45M	71.45M	1.71M	+98.60%
Mar 31, 2026	YANKCOM PARTNERSHIP	0.14%	16.47K	340.88K	1.9K	+13.04%
Mar 31, 2026	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.15%	18.61K	385.11K	2.29K	+14.06%
Mar 31, 2026	DAVIS R M INC	0.16%	18.88K	390.74K	5.09K	+36.95%
Mar 31, 2026	OPULEN FINANCIAL GROUP LLC	0.16%	19.5K	403.51K	2.82K	+16.92%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	19.87K	411K	7.21K	+56.97%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	19.95K	412.95K	19.95K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.19%	22.89K	473.78K	6	+0.03%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.2%	23.73K	491.17K	0	0
Mar 31, 2026	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.22%	26.9K	556.86K	3.78K	+16.33%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	27.83K	575.97K	27.83K	+100.00%
Mar 31, 2026	INDEPENDENCE BANK OF KENTUCKY	0.24%	29.15K	603.31K	17.28K	+145.58%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.59%	72.15K	1.49M	4.35K	+6.41%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.57%	68.71K	1.42M	2.22K	+3.34%
Mar 31, 2026	RIVER WEALTH ADVISORS LLC	0.6%	73.36K	1.52M	37.93K	+107.07%
Mar 31, 2026	MONECO ADVISORS, LLC	0.71%	86.01K	1.78M	-123	-0.14%
Mar 31, 2026	INFINITY WEALTH COUNSEL, LLC	0.75%	91.62K	1.9M	1.91K	+2.13%
Mar 31, 2026	ELLEVEST, INC.	0.76%	92.24K	1.91M	-236	-0.26%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.29%	35.48K	734.42K	1.97K	+5.88%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	39.65K	820.65K	3.04K	+8.30%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.34%	41.04K	850.21K	41.04K	+100.00%
Mar 31, 2026	SAWGRASS ASSET MANAGEMENT LLC	0.39%	46.88K	970.29K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.39%	47.1K	974.8K	-5.1K	-9.77%
Mar 31, 2026	G2 CAPITAL MANAGEMENT, LLC / OH	0.41%	49.29K	1.02M	567	+1.16%
Mar 31, 2026	GOLDEN RESERVE RETIREMENT LLC	0.42%	51.57K	1.07M	29.98K	+138.88%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.48%	58.51K	1.21M	58.51K	+100.00%
Mar 31, 2026	FARNAM FINANCIAL LLC	0.52%	62.83K	1.3M	6.73K	+12.00%
Mar 31, 2026	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.56%	68.02K	1.41M	5.93K	+9.55%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	20.74%	2.52M	52.93M	352.31K	+16.27%
Dec 31, 2025	ROYAL BANK OF CANADA	1.13%	137.25K	2.89M	29.22K	+27.04%
Dec 31, 2025	ASSET DEDICATION, LLC	0.9%	108.9K	2.29M	65.2K	+149.21%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.11%	13.83K	290.75K	1.31K	+10.48%
Dec 31, 2025	INVESCO LTD.	6.85%	831.5K	17.48M	47K	+5.99%
Dec 31, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.51%	62.09K	1.31M	5.93K	+10.57%
Dec 31, 2025	FARNAM FINANCIAL LLC	0.46%	56.1K	1.18M	3.26K	+6.17%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.19%	22.88K	481.03K	3.27K	+16.64%
Dec 31, 2025	GOLDEN RESERVE RETIREMENT LLC	0.18%	21.59K	453.82K	21.59K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	21K	442.32K	6.27K	+42.56%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	0.16%	19.67K	413.46K	219	+1.13%
Dec 31, 2025	OPULEN FINANCIAL GROUP LLC	0.14%	16.67K	350.49K	191	+1.16%
Dec 31, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.13%	16.31K	342.88K	0	0
Dec 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.13%	15.73K	330.54K	-3.83K	-19.59%
Dec 31, 2025	ALLEN CAPITAL GROUP, LLC	0.12%	15.1K	317.44K	2.42K	+19.07%
Dec 31, 2025	YANKCOM PARTNERSHIP	0.12%	14.57K	306.24K	5.7K	+64.32%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.12%	14.04K	295.04K	14.04K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.28%	33.45K	703.08K	-22.54K	-40.26%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.55%	66.49K	1.4M	2.77K	+4.35%
Dec 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.58%	70.44K	1.48M	9.12K	+14.87%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.59%	71.61K	1.51M	0	0
Dec 31, 2025		0.67%	81.26K	1.71M	81.26K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	81.65K	1.72M	17.26K	+26.81%
Dec 31, 2025	MONECO ADVISORS, LLC	0.71%	86.14K	1.81M	-11.74K	-11.99%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.72%	87.95K	1.85M	70.43K	+402.09%
Dec 31, 2025	INFINITY WEALTH COUNSEL, LLC	0.74%	89.71K	1.89M	62.19K	+225.99%
Dec 31, 2025	ELLEVEST, INC.	0.76%	92.48K	1.94M	11.31K	+13.93%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.87%	105.1K	2.21M	30.01K	+39.96%
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.15%	139.44K	2.93M	12.48K	+9.83%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.32%	39.29K	826K	-42.32K	-51.86%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.43%	52.2K	1.1M	5.71K	+12.29%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.25%	152.06K	3.2M	13.76K	+9.95%
Dec 31, 2025	LECLAIR WEALTH PARTNERS LLC	0.93%	113.1K	2.38M	113.1K	+100.00%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.19%	23.13K	486.15K	9K	+63.66%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.2%	23.73K	498.81K	23.73K	+100.00%
Dec 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.39%	46.88K	985.38K	30.95K	+194.31%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.39%	47.63K	1M	1.39K	+3.00%
Dec 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.4%	48.72K	1.02M	558	+1.16%
Dec 31, 2025	UBS GROUP AG	0.4%	49.17K	1.03M	15.53K	+46.17%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.93%	113.36K	2.38M	-131.18K	-53.64%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	1.15%	139.65K	2.94M	14.1K	+11.23%
Dec 31, 2025	JPMORGAN CHASE & CO	1.38%	168.16K	3.53M	76.21K	+82.88%
Dec 31, 2025	STEPHENS INC /AR/	1.46%	177.31K	3.73M	26.41K	+17.50%
Dec 31, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	1.66%	202.18K	4.25M	655	+0.33%
Dec 31, 2025	ADDISON ADVISORS LLC	2.02%	245.01K	5.15M	45.25K	+22.65%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	2.15%	260.49K	5.48M	56.63K	+27.78%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2.3%	279.44K	5.87M	136.55K	+95.56%
Dec 31, 2025	COOKSON PEIRCE & CO INC	4.16%	504.7K	10.61M	18.55K	+3.82%
Dec 31, 2025	BCS WEALTH MANAGEMENT	5.49%	666.22K	14M	368.93K	+124.10%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	20.87K	438.63K	8.31K	+66.13%
Dec 31, 2025	MORGAN STANLEY	4.27%	518.97K	10.91M	64.58K	+14.21%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	7.01%	851.1K	17.89M	303.24K	+55.35%
Dec 31, 2025	LPL FINANCIAL LLC	8.84%	1.07M	22.57M	221.46K	+25.99%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	33.51K	704.45K	1.52K	+4.74%
Dec 31, 2025	RIVER WEALTH ADVISORS LLC	0.29%	35.43K	744.7K	9.42K	+36.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	36.61K	769.59K	1.8K	+5.17%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	37.85K	795.66K	37.85K	+100.00%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.56%	67.8K	1.43M	-6.02K	-8.16%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.98%	118.45K	2.49M	99.98K	+541.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.24%	150.57K	3.17M	29.81K	+24.69%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.72%	208.96K	4.39M	4.71K	+2.31%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	1.87%	226.88K	4.77M	22.79K	+11.17%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	2.28%	277.46K	5.83M	19.26K	+7.46%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	14.31%	1.74M	36.53M	1.74M	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.76%	91.95K	1.93M	91.95K	+100.00%
Sep 30, 2025	FARNAM FINANCIAL LLC	0.44%	52.84K	1.11M	1.24K	+2.40%
Sep 30, 2025	ADDISON ADVISORS LLC	1.65%	199.76K	4.2M	36.29K	+22.20%
Sep 30, 2025	ALLEN CAPITAL GROUP, LLC	0.1%	12.68K	266.6K	2.61K	+25.87%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.1%	12.52K	263.16K	124	+1.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	10.48K	220K	-602	-5.43%
Sep 30, 2025	ETF STORE, INC.	0.08%	10.29K	216.23K	346	+3.48%
Sep 30, 2025	OPPENHEIMER & CO INC	0.08%	9.55K	200.64K	-97	-1.01%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.08%	9.44K	198.49K	65	+0.69%
Sep 30, 2025	YANKCOM PARTNERSHIP	0.07%	8.87K	186.36K	0	0
Sep 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.07%	8.84K	185.88K	5.45K	+160.93%
Sep 30, 2025	DAVIS CAPITAL MANAGEMENT	0.05%	6.26K	131.61K	6.26K	+100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.04%	5.25K	110.36K	0	0
Sep 30, 2025	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.04%	4.77K	100.35K	0	0
Sep 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.04%	4.33K	90.95K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.89%	108.03K	2.27M	17.93K	+19.90%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.67%	81.61K	1.72M	18.06K	+28.42%
Sep 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.4%	48.17K	1.01M	617	+1.30%
Sep 30, 2025	INVESCO LTD.	6.46%	784.5K	16.49M	62.52K	+8.66%
Sep 30, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.46%	56.16K	1.18M	4.19K	+8.06%
Sep 30, 2025	CITADEL ADVISORS LLC	0.46%	55.99K	1.18M	-5.89K	-9.51%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.38%	46.48K	977.06K	-301	-0.64%
Sep 30, 2025	ASSET DEDICATION, LLC	0.36%	43.7K	918.52K	22.97K	+110.78%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	34.81K	732K	13.14K	+60.61%
Sep 30, 2025	UBS GROUP AG	0.28%	33.64K	707.09K	13.68K	+68.51%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	32K	672.56K	1.94K	+6.44%
Sep 30, 2025	INFINITY WEALTH COUNSEL, LLC	0.23%	27.52K	578.45K	27.52K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.51%	547.85K	11.52M	132.93K	+32.04%
Sep 30, 2025	COOKSON PEIRCE & CO INC	4%	486.15K	10.22M	-1.48K	-0.30%
Sep 30, 2025	BCS WEALTH MANAGEMENT	2.45%	297.29K	6.25M	19.16K	+6.89%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.01%	244.54K	5.14M	50.62K	+26.10%
Sep 30, 2025	LPL FINANCIAL LLC	7.02%	852.14K	17.91M	276.4K	+48.01%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.68%	204.25K	4.29M	10.16K	+5.24%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	1.68%	204.09K	4.29M	12.02K	+6.26%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	1.68%	203.87K	4.29M	83.63K	+69.55%
Sep 30, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	1.66%	201.53K	4.24M	8.4K	+4.35%
Sep 30, 2025	STEPHENS INC /AR/	1.24%	150.9K	3.17M	29.04K	+23.83%
Sep 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.5%	61.32K	1.29M	15.73K	+34.50%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.18%	142.89K	2.99M	60.09K	+72.57%
Sep 30, 2025	ATRIA INVESTMENTS, INC	1.05%	126.96K	2.67M	6.43K	+5.34%
Sep 30, 2025	RIVER WEALTH ADVISORS LLC	0.21%	26.01K	546.77K	4.84K	+22.88%
Sep 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.16%	19.56K	411.09K	19.56K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1.14%	138.3K	2.91M	11.89K	+9.41%
Sep 30, 2025	STERLING FINANCIAL GROUP, INC.	0.2%	23.73K	498.81K	23.73K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	19.62K	412.4K	9.22K	+88.70%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	17.83%	2.17M	45.53M	161.87K	+8.08%
Sep 30, 2025	MORGAN STANLEY	3.74%	454.39K	9.55M	88.96K	+24.34%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	2.13%	258.2K	5.43M	33.16K	+14.73%
Sep 30, 2025	PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC	0.13%	16.31K	342.88K	16.31K	+100.00%
Sep 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.13%	15.93K	334.81K	3.8K	+31.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	14.73K	310.57K	2.66K	+22.03%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.12%	14.13K	297.06K	14.13K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.03%	125.55K	2.64M	1.83K	+1.48%
Sep 30, 2025	ELLEVEST, INC.	0.67%	81.17K	1.71M	3.98K	+5.15%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.61%	73.82K	1.55M	3.06K	+4.32%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.59%	71.61K	1.51M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	64.39K	1.35M	6.67K	+11.56%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.52%	63.71K	1.34M	63.71K	+100.00%
Sep 30, 2025	TLWM	0.36%	43.36K	911.47K	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.14%	17.52K	368.2K	4.83K	+38.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	120.76K	2.54M	54.77K	+82.99%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.83%	100.63K	2.12M	8.9K	+9.71%
Sep 30, 2025	MONECO ADVISORS, LLC	0.81%	97.87K	2.06M	22.34K	+29.57%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	75.09K	1.56M	14.16K	+23.24%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.38%	46.24K	971.97K	8.65K	+23.01%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.37%	44.97K	945.31K	44.97K	+100.00%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.16%	19.45K	408.87K	19.45K	+100.00%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.15%	18.47K	388.14K	18.47K	+100.00%
Jun 30, 2025	FARNAM FINANCIAL LLC	0.46%	51.61K	1.07M	7.06K	+15.84%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.11%	12.4K	257.21K	123	+1.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.11%	12.69K	263.35K	3	+0.02%
Jun 30, 2025	UBS GROUP AG	0.18%	19.96K	414.23K	3.45K	+20.89%
Jun 30, 2025	ASSET DEDICATION, LLC	0.18%	20.73K	430.17K	8.16K	+64.86%
Jun 30, 2025	RIVER WEALTH ADVISORS LLC	0.19%	21.17K	439.26K	3.11K	+17.23%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	21.68K	450K	-19.13K	-46.88%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.2%	23.08K	478.83K	2.25K	+10.78%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	30.06K	623.75K	2.17K	+7.79%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.33%	37.59K	780K	13.55K	+56.38%
Jun 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.4%	45.59K	946.01K	9.57K	+26.55%
Jun 30, 2025	CITADEL ADVISORS LLC	0.55%	61.87K	1.28M	61.87K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.59%	65.99K	1.37M	28.31K	+75.14%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.64%	71.61K	1.49M	71.61K	+100.00%
Jun 30, 2025	MONECO ADVISORS, LLC	0.67%	75.54K	1.57M	37.49K	+98.54%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.73%	82.8K	1.71M	68.87K	+494.30%
Jun 30, 2025	ROYAL BANK OF CANADA	0.8%	90.11K	1.87M	15.13K	+20.19%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.81%	91.73K	1.9M	-74.97K	-44.97%
Jun 30, 2025		0.14%	15.68K	325.3K	5.21K	+49.80%
Jun 30, 2025	ATRIA INVESTMENTS, INC	1.07%	120.53K	2.5M	2.01K	+1.70%
Jun 30, 2025	OPULEN FINANCIAL GROUP LLC	0.14%	15.68K	325.3K	5.21K	+49.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	60.93K	1.26M	17.32K	+39.73%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	1.07%	120.24K	2.49M	19.24K	+19.05%
Jun 30, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	1.71%	193.13K	4.01M	925	+0.48%
Jun 30, 2025	ALLEN CAPITAL GROUP, LLC	0.09%	10.08K	209.08K	10.08K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	10.4K	215.74K	10.4K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	12.07K	249.97K	1.49K	+14.05%
Jun 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.11%	12.13K	251.66K	-4.45K	-26.83%
Jun 30, 2025	STEPHENS INC /AR/	1.08%	121.86K	2.53M	24.99K	+25.79%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	1.1%	123.71K	2.57M	-10.99K	-8.16%
Jun 30, 2025	ADDISON ADVISORS LLC	1.45%	163.47K	3.39M	37.23K	+29.49%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.72%	194.09K	4.03M	2.54K	+1.33%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.68%	414.92K	8.61M	407.45K	+5,449.34%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	17.78%	2M	41.58M	145.87K	+7.85%
Jun 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.03%	3.39K	70.32K	3.39K	+100.00%
Jun 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.04%	4.33K	89.79K	18	+0.42%
Jun 30, 2025	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.04%	4.77K	99.06K	0	0
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.08%	9.38K	194.59K	1.23K	+15.11%
Jun 30, 2025	ETF STORE, INC.	0.09%	9.94K	206.28K	9.94K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.56%	63.55K	1.32M	-27.29K	-30.04%
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	0%	0	-	-48.22K	-100.00%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-55.33K	-100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-10.18K	-100.00%
Jun 30, 2025	FMR LLC	0%	2	42K	2	+100.00%
Jun 30, 2025	SMITHFIELD TRUST CO	0.01%	1.02K	21K	-35	-3.33%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.02%	2.59K	53.7K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	2%	225.04K	4.67M	57.01K	+33.93%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	1.7%	192.08K	3.99M	27.37K	+16.62%
Jun 30, 2025	MORGAN STANLEY	3.24%	365.43K	7.58M	300.88K	+466.11%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.63%	70.77K	1.47M	34.54K	+95.34%
Jun 30, 2025	ELLEVEST, INC.	0.69%	77.2K	1.6M	1.84K	+2.44%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.72%	193.93K	4.02M	18.54K	+10.57%
Jun 30, 2025	COOKSON PEIRCE & CO INC	4.33%	487.62K	10.12M	1.84K	+0.38%
Jun 30, 2025	TLWM	0.38%	43.36K	899.76K	0	0
Jun 30, 2025	BCS WEALTH MANAGEMENT	2.47%	278.13K	5.77M	24.45K	+9.64%
Jun 30, 2025	JANE STREET GROUP, LLC	1.39%	156.25K	3.24M	156.25K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	11.08K	230K	11.08K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	5.11%	575.74K	11.95M	108.69K	+23.27%
Jun 30, 2025	INVESCO LTD.	6.41%	721.98K	14.98M	-399.45K	-35.62%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	46.78K	971K	-1.85K	-3.80%
Jun 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.42%	47.55K	986.63K	47.55K	+100.00%
Jun 30, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.46%	51.97K	1.08M	4.27K	+8.95%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	57.71K	1.2M	913	+1.61%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.14%	12.69K	259.92K	1.92K	+17.85%
Mar 31, 2025	LPL FINANCIAL LLC	5.07%	467.05K	9.57M	416.95K	+832.24%
Mar 31, 2025	COOKSON PEIRCE & CO INC	5.27%	485.78K	9.95M	-8.46K	-1.71%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.82%	168.03K	3.44M	95.42K	+131.41%
Mar 31, 2025	INVESCO LTD.	12.17%	1.12M	22.97M	628.19K	+127.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	20.17%	1.86M	38.06M	367.73K	+24.67%
Mar 31, 2025	DAVIS CAPITAL MANAGEMENT	0.05%	4.47K	91.57K	4.47K	+100.00%
Mar 31, 2025	MONECO ADVISORS, LLC	0.41%	38.05K	779.37K	4.02K	+11.81%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	43.61K	893.07K	36.73K	+534.28%
Mar 31, 2025	BUTENSKY & COHEN FINANCIAL SECURITY, INC	0.52%	47.7K	977.07K	7.82K	+19.60%
Mar 31, 2025	YARGER WEALTH STRATEGIES, LLC	0.52%	48.22K	987.65K	37.29K	+341.13%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.53%	48.63K	996K	2.11K	+4.53%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.6%	55.33K	1.13M	5.85K	+11.83%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.62%	56.8K	1.16M	3.25K	+6.07%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.99%	90.84K	1.86M	44.03K	+94.05%
Mar 31, 2025	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.05%	4.77K	97.79K	0	0
Mar 31, 2025	STEPHENS INC /AR/	1.05%	96.87K	1.98M	64.62K	+200.40%
Mar 31, 2025	ATRIA INVESTMENTS, INC	1.29%	118.52K	2.43M	103.22K	+674.61%
Mar 31, 2025	ADDISON ADVISORS LLC	1.37%	126.24K	2.59M	47.34K	+59.99%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	1.46%	134.7K	2.76M	-4.82K	-3.45%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	1.79%	164.71K	3.37M	136.96K	+493.62%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.81%	166.7K	3.41M	166.7K	+100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.06%	5.25K	107.54K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	7.48K	153.16K	7.48K	+100.00%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.09%	8.15K	166.89K	8.15K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.11%	10.18K	208.53K	10.18K	+100.00%
Mar 31, 2025		0.11%	10.47K	214.37K	10.47K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	10.59K	216.85K	10.59K	+100.00%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.13%	12.27K	251.41K	0	0
Mar 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.18%	16.58K	339.53K	4.25K	+34.48%
Mar 31, 2025	ASSET DEDICATION, LLC	0.14%	12.58K	257.59K	12.58K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	13.93K	284.78K	13.93K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.18%	16.51K	338.25K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.41%	37.68K	771.86K	37.68K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.81%	74.97K	1.54M	27.96K	+59.47%
Mar 31, 2025	ELLEVEST, INC.	0.82%	75.36K	1.54M	6.18K	+8.94%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.9%	175.39K	3.59M	58.73K	+50.34%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.08%	191.54K	3.92M	16.71K	+9.56%
Mar 31, 2025	BCS WEALTH MANAGEMENT	2.75%	253.68K	5.2M	35.89K	+16.48%
Mar 31, 2025	RIVER WEALTH ADVISORS LLC	0.2%	18.06K	369.91K	2.8K	+18.37%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.23%	20.83K	426.7K	7.92K	+61.36%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.26%	24.04K	492.37K	24.04K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	27.89K	571.27K	10.41K	+59.58%
Mar 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.39%	36.03K	737.97K	13.12K	+57.28%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.39%	36.23K	742.13K	36.23K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	40.81K	836K	8.85K	+27.71%
Mar 31, 2025	TLWM	0.47%	43.36K	888.25K	0	0
Mar 31, 2025	MORGAN STANLEY	0.7%	64.55K	1.32M	63.9K	+9,846.23%

Frequently Asked Questions