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

Who are the major shareholders selling Invesco BulletShares 2029 High Yield Corporate Bond ETF stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in BSJT by -41.98% restricting it's holding to 30.93 thousand shares of worth nearly $650.55K. ASTORIA PORTFOLIO ADVISORS LLC. also lessened -0.06% of the BSJT shares from its portfolio, reducing its holding to 44.89 thousand shares of worth $954.41K. TCG ADVISORY SERVICES, LLC also shunned BSJT shares holding by -28.37% last quarter which brought its holding to 59.93 thousand shares worth $1.26M.

Investors who are buying BSJT stock?

As per its latest 13F filing, SEGMENT WEALTH MANAGEMENT, LLC increased its stake in BSJT by 6.74% in the last quarter. The institutional holder raised its holding to 42.44 thousand shares having worth more than $892.73K. INTRUA FINANCIAL, LLC also added 100% more shares of BSJT to its portfolio, raising its holding to 41.34 thousand shares of worth $869.52K. HENNION & WALSH ASSET MANAGEMENT, INC. also increased its BSJT shares holding by 13.31% which brought its holding to 46.66 thousand shares worth $981.56K.

BSJT's major insiders: who are they?

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

Did an insider recently sell BSJT stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2029 High Yield Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSJT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSJT stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2029 High Yield Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSJT does insiders own?

Around 0 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares are held by insiders, which represents about N/A of BSJT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSJT?

STIFEL FINANCIAL CORP is the largest institutional owner in BSJT which holds 30.93 thousand shares worth $650.55K or 0.14% of the total BSJT shares outstanding followed by SEGMENT WEALTH MANAGEMENT, LLC with ownership of 42.44 thousand shares representing 0.17% of the BSJT ownership. INTRUA FINANCIAL, LLC is the third largest stakeholder with 41.34 thousand shares or 0.16% of the ownership worth more than $869.52K.

Is Invesco BulletShares 2029 High Yield 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 BSJT is concerned, it is a stock which is not optionable.

Is there a short position on BSJT's shares?

Number of BSJT 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 BSJT shares are there?

As of today, null shares of BSJT are outstanding.

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

BSJT 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 BSJT is null.

Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) 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. STIFEL FINANCIAL CORP is the top corporate investor, holding 30.93K shares valued at $650.55K. A 0.14% stake in Invesco BulletShares 2029 High Yield Corporate Bond ETF is owned by the company. SEGMENT WEALTH MANAGEMENT, LLC owns 42.44K shares valued at $892.73K, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	30.93K	650.55K	-22.38K	-41.98%
Mar 31, 2026	SEGMENT WEALTH MANAGEMENT, LLC	0.17%	42.44K	892.73K	2.68K	+6.74%
Mar 31, 2026	INTRUA FINANCIAL, LLC	0.16%	41.34K	869.52K	41.34K	+100.00%
Mar 31, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	0.18%	44.89K	954.41K	-28	-0.06%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.18%	46.66K	981.56K	5.48K	+13.31%
Mar 31, 2026	SEAVIEW INVESTMENT MANAGERS LLC	0.19%	48.8K	1.03M	24.5K	+100.82%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.21%	52.45K	1.1M	611	+1.18%
Mar 31, 2026	SOUND STEWARDSHIP, LLC	0.21%	54.09K	1.14M	38.08K	+237.88%
Mar 31, 2026	BANTA ASSET MANAGEMENT LP	1.25%	318.62K	6.7M	13.6K	+4.46%
Mar 31, 2026	STABLEPOINT PARTNERS, LLC	1.25%	319.19K	6.71M	319.19K	+100.00%
Mar 31, 2026	LEGACY FINANCIAL GROUP LLC	3.29%	840.77K	17.69M	20.44K	+2.49%
Mar 31, 2026	LPL FINANCIAL LLC	11.26%	2.88M	60.54M	433.9K	+17.75%
Mar 31, 2026		0.17%	44.23K	930.4K	11.49K	+35.08%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.15%	37.3K	784.57K	6.56K	+21.32%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.15%	38.11K	801.68K	6.4K	+20.17%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.23%	59.93K	1.26M	-23.73K	-28.37%
Mar 31, 2026	S.E.E.D. PLANNING GROUP LLC	0.3%	76.77K	1.61M	76.77K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.32%	80.93K	1.7M	80.93K	+100.00%
Mar 31, 2026	MONECO ADVISORS, LLC	0.37%	94.92K	2M	-16.75K	-15.00%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.1%	22.36K	470.32K	22.36K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	25.37K	534K	2.36K	+10.27%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.12%	25.6K	550.66K	0	0
Mar 31, 2026	NET WORTH ADVISORY GROUP	0.13%	27.68K	582.31K	4.91K	+21.58%
Mar 31, 2026	TOPSAIL WEALTH MANAGEMENT, LLC	0.13%	27.85K	585.91K	1.71K	+6.53%
Mar 31, 2026	ALTRIUS CAPITAL MANAGEMENT INC	0.13%	28.61K	601.79K	6.48K	+29.25%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.13%	799.65K	16.82M	204.79K	+34.43%
Mar 31, 2026	VANTAGE POINT FINANCIAL LLC	0.14%	30.95K	651.06K	181	+0.59%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.14%	31.03K	652.75K	-4.12K	-11.73%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	31.8K	669.01K	-23.3K	-42.29%
Mar 31, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.15%	33.03K	694.77K	3.9K	+13.39%
Mar 31, 2026	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.18%	38.2K	805.34K	6.11K	+19.05%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.28%	72.75K	1.53M	6.85K	+10.39%
Mar 31, 2026	TURNING POINT BENEFIT GROUP, INC.	0.27%	67.71K	1.43M	-6.54K	-8.80%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.27%	69.59K	1.46M	67	+0.10%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.28%	70.98K	1.49M	10.76K	+17.86%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.73%	186.68K	3.93M	10.37K	+5.88%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.47%	101.97K	2.14M	25.41K	+33.20%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.45%	114.53K	2.41M	-5.07K	-4.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.71%	180.3K	3.79M	-16.97K	-8.60%
Mar 31, 2026	ROYAL BANK OF CANADA	0.66%	169.58K	3.57M	12.57K	+8.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	114.89K	2.42M	13.16K	+12.94%
Mar 31, 2026	LBMC INVESTMENT ADVISORS, LLC	0.45%	115.5K	2.43M	115.5K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.28%	71.65K	1.51M	448	+0.63%
Mar 31, 2026	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.3%	76.29K	1.6M	22.07K	+40.72%
Mar 31, 2026	PRIVATE CLIENT SERVICES, LLC	0.47%	119.65K	2.52M	3.19K	+2.74%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.54%	139.14K	2.93M	7.81K	+5.94%
Mar 31, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.57%	145.38K	3.06M	20.96K	+16.84%
Mar 31, 2026	HOWARD WEALTH MANAGEMENT, LLC	0.72%	185.06K	3.89M	12.97K	+7.54%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.77%	195.55K	4.07M	48.9K	+33.34%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.85%	217.66K	4.58M	8.34K	+3.99%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.36%	348.29K	7.33M	228.53K	+190.81%
Mar 31, 2026	AXIM PLANNING & WEALTH	0.16%	33.8K	710.88K	1.09K	+3.34%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.16%	34.39K	723.33K	34.39K	+100.00%
Mar 31, 2026	IMA WEALTH, INC.	1.29%	330.31K	6.95M	10.88K	+3.41%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.41%	359.68K	7.57M	-25.69K	-6.67%
Mar 31, 2026	SFE INVESTMENT COUNSEL	1.43%	366.12K	7.7M	4.05K	+1.12%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	1.53%	391.23K	8.23M	22.09K	+5.98%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.58%	403.58K	8.49M	-65.88K	-14.03%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	1.6%	408.9K	8.62M	2.56K	+0.63%
Mar 31, 2026	MORGAN STANLEY	1.62%	415.12K	8.73M	27.51K	+7.10%
Mar 31, 2026	LEO WEALTH, LLC	1.64%	418.69K	8.81M	-2.76K	-0.65%
Mar 31, 2026	UBS GROUP AG	1.89%	483.66K	10.17M	193.71K	+66.81%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.27%	580.66K	12.21M	182.11K	+45.69%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.36%	602.3K	12.96M	-9.49K	-1.55%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	2%	406.33K	8.74M	15.37K	+3.93%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.15%	29.13K	626.57K	17.55K	+151.57%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.01%	611.79K	13.16M	-13.52K	-2.16%
Dec 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.61%	124.42K	2.68M	124.42K	+100.00%
Dec 31, 2025	SFE INVESTMENT COUNSEL	1.92%	362.07K	7.79M	5.35K	+1.50%
Dec 31, 2025	LEO WEALTH, LLC	2.24%	421.45K	9.1M	421.45K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.92%	594.87K	12.8M	227.75K	+62.04%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	23K	495K	7.46K	+47.95%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.14%	25.6K	550.66K	25.6K	+100.00%
Dec 31, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.14%	26.15K	562.42K	5.3K	+25.42%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	0.14%	26.81K	576.68K	-209	-0.77%
Dec 31, 2025	BROWN ADVISORY INC	0.15%	29.71K	638.98K	0	0
Dec 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.91%	172.09K	3.7M	55.62K	+47.75%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.65%	131.33K	2.82M	50.16K	+61.80%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.37%	69.52K	1.5M	69.52K	+100.00%
Dec 31, 2025	IRONWOOD FINANCIAL, LLC	0.09%	17.67K	381.9K	976	+5.85%
Dec 31, 2025	KEY FINANCIAL INC	0.09%	19K	408.58K	1.17K	+6.53%
Dec 31, 2025	SOUND STEWARDSHIP, LLC	0.09%	16.01K	344.33K	16.01K	+100.00%
Dec 31, 2025	ALASKA WEALTH ADVISORS	0.08%	15.31K	329.4K	251	+1.67%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.15%	30.74K	661.28K	3.31K	+12.08%
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.21%	41.8K	899K	2.54K	+6.47%
Dec 31, 2025	MORGAN STANLEY	1.91%	387.61K	8.34M	40.74K	+11.74%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.09%	17.67K	380.11K	1.13K	+6.83%
Dec 31, 2025	CARRERA CAPITAL ADVISORS	0.1%	19.65K	422.71K	322	+1.67%
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.11%	20.29K	436.38K	-1.12K	-5.22%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.11%	21.61K	464.78K	6.75K	+45.38%
Dec 31, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.12%	22.13K	476.1K	22.13K	+100.00%
Dec 31, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.12%	24.3K	522.69K	-12.52K	-34.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	55.11K	1.19M	-6.45K	-10.48%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.3%	60.23K	1.3M	10.35K	+20.75%
Dec 31, 2025		0.16%	32.75K	704.35K	32.75K	+100.00%
Dec 31, 2025	VANTAGE POINT FINANCIAL LLC	0.16%	30.77K	661.87K	-544	-1.74%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	32.43K	700.87K	6.88K	+26.93%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	71.21K	1.53M	2.38K	+3.46%
Dec 31, 2025	TURNING POINT BENEFIT GROUP, INC.	0.39%	74.24K	1.6M	21.65K	+41.17%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.59%	119.6K	2.57M	45.29K	+60.95%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.59%	119.77K	2.58M	6.29K	+5.54%
Dec 31, 2025	MONECO ADVISORS, LLC	0.59%	111.67K	2.4M	-12.29K	-9.92%
Dec 31, 2025	PRIVATE CLIENT SERVICES, LLC	0.62%	116.45K	2.5M	4.34K	+3.87%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.72%	146.65K	3.15M	45.48K	+44.95%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	176.31K	3.79M	27.26K	+18.29%
Dec 31, 2025	ADVISORY ALPHA, LLC	1.03%	209.32K	4.5M	16.29K	+8.44%
Dec 31, 2025	JANE STREET GROUP, LLC	1.05%	197.26K	4.24M	84.37K	+74.73%
Dec 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.24%	44.92K	957.69K	2.51K	+5.91%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.25%	51.84K	1.11M	19.31K	+59.36%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.26%	53.3K	1.15M	-3.86K	-6.75%
Dec 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.27%	54.21K	1.17M	36.7K	+209.52%
Dec 31, 2025	UBS GROUP AG	1.43%	289.94K	6.24M	80.54K	+38.46%
Dec 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.21%	39.76K	855.24K	930	+2.40%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.22%	41.18K	885.8K	13.29K	+47.64%
Dec 31, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.16%	32.09K	691.2K	3.93K	+13.97%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	76.55K	1.65M	14.7K	+23.76%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.41%	83.66K	1.8M	46.22K	+123.44%
Dec 31, 2025	BANTA ASSET MANAGEMENT LP	1.5%	305.02K	6.56M	305.02K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.77%	157.01K	3.38M	8.58K	+5.78%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	1.81%	369.14K	7.94M	369.14K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.89%	385.37K	8.29M	49.06K	+14.59%
Dec 31, 2025	IMA WEALTH, INC.	1.57%	319.43K	6.87M	3.57K	+1.13%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	101.73K	2.19M	11.3K	+12.50%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.32%	65.91K	1.42M	871	+1.34%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.19%	35.16K	756.19K	795	+2.31%
Dec 31, 2025	AXIM PLANNING & WEALTH	0.16%	32.7K	703.44K	4.69K	+16.72%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.16%	31.71K	682.17K	31.71K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.96%	398.55K	8.57M	205.32K	+106.26%
Dec 31, 2025	LPL FINANCIAL LLC	12.04%	2.44M	52.58M	163.31K	+7.16%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	4.35%	820.33K	17.6M	92.67K	+12.74%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.31%	469.46K	10.1M	8.64K	+1.88%
Dec 31, 2025	NET WORTH ADVISORY GROUP	0.12%	22.77K	489.77K	11.31K	+98.68%
Sep 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.13%	21.41K	461.7K	-7	-0.03%
Sep 30, 2025	IRONWOOD FINANCIAL, LLC	0.1%	16.7K	360.15K	3.26K	+24.22%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.1%	16.54K	356.81K	444	+2.76%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.1%	15.86K	342.06K	15.86K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	15.55K	335K	819	+5.56%
Sep 30, 2025	ALASKA WEALTH ADVISORS	0.09%	15.06K	324.9K	15.06K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	14.86K	320.59K	5.95K	+66.79%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.08%	12.44K	268.38K	1.19K	+10.57%
Sep 30, 2025	BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC	0.08%	12.27K	264.66K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	12.23K	263.8K	7.5K	+158.56%
Sep 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.07%	11.58K	249.76K	11.58K	+100.00%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.07%	11.61K	250.47K	77	+0.67%
Sep 30, 2025	NET WORTH ADVISORY GROUP	0.07%	11.46K	247.19K	480	+4.37%
Sep 30, 2025	LPL FINANCIAL LLC	14.28%	2.28M	49.2M	406.86K	+21.71%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.11%	336.31K	7.24M	52.57K	+18.53%
Sep 30, 2025	IMA WEALTH, INC.	1.98%	315.86K	6.81M	-5	0.00%
Sep 30, 2025	GPM GROWTH INVESTORS, INC.	1.37%	218.45K	4.71M	-1.78K	-0.81%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.21%	193.23K	4.17M	25.99K	+15.54%
Sep 30, 2025	ADVISORY ALPHA, LLC	1.21%	193.02K	4.17M	9.15K	+4.97%
Sep 30, 2025	UBS GROUP AG	1.31%	209.4K	4.52M	85.12K	+68.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.47%	74.31K	1.6M	18.28K	+32.63%
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.25%	39.26K	847K	7.84K	+24.95%
Sep 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.24%	38.83K	837.56K	-1.05K	-2.63%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.23%	37.44K	807.65K	-520	-1.37%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	68.83K	1.48M	-311.11K	-81.88%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.41%	65.03K	1.4M	5.45K	+9.15%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.36%	57.16K	1.23M	17.36K	+43.60%
Sep 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0.33%	52.59K	1.14M	18.57K	+54.56%
Sep 30, 2025	JPMORGAN CHASE & CO	0.33%	51.99K	1.12M	51.99K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.31%	49.88K	1.08M	11.12K	+28.70%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	149.05K	3.21M	6.83K	+4.80%
Sep 30, 2025		0.23%	36.18K	780.38K	0	0
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0.12%	19.33K	416.95K	330	+1.74%
Sep 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.7%	112.11K	2.42M	-1.49K	-1.31%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.63%	101.18K	2.18M	30.38K	+42.91%
Sep 30, 2025	ROYAL BANK OF CANADA	0.93%	148.44K	3.2M	16.87K	+12.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	90.43K	1.95M	5.73K	+6.76%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	61.85K	1.33M	3.06K	+5.21%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.27%	42.42K	913.62K	-612	-1.42%
Sep 30, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.23%	36.82K	794.21K	36.82K	+100.00%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	4.56%	727.66K	15.7M	52.76K	+7.82%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	34.36K	741.15K	92	+0.27%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.2%	32.53K	701.61K	555	+1.74%
Sep 30, 2025	BROWN ADVISORY INC	0.19%	29.71K	640.76K	15.56K	+109.97%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.92%	625.31K	13.49M	30.82K	+5.18%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.89%	460.82K	9.94M	110.79K	+31.65%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	2.45%	390.96K	8.43M	35.4K	+9.96%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.3%	367.12K	7.92M	220.76K	+150.85%
Sep 30, 2025	SFE INVESTMENT COUNSEL	2.23%	356.72K	7.69M	19.1K	+5.66%
Sep 30, 2025	MORGAN STANLEY	2.17%	346.88K	7.48M	11.72K	+3.50%
Sep 30, 2025	KEY FINANCIAL INC	0.11%	17.83K	385.31K	2.32K	+14.96%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.11%	17.6K	379.52K	17.6K	+100.00%
Sep 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.11%	17.52K	377.8K	2.03K	+13.11%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.51%	81.17K	1.75M	3.37K	+4.33%
Sep 30, 2025	AXIM PLANNING & WEALTH	0.18%	28.02K	604.35K	28.02K	+100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.17%	27.89K	601.65K	16.11K	+136.72%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.17%	27.43K	591.66K	261	+0.96%
Sep 30, 2025	PRIVATE ADVISORY GROUP LLC	0.17%	27.02K	582.8K	4.86K	+21.93%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	25.55K	551.66K	-1.01K	-3.81%
Sep 30, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.13%	20.85K	449.67K	610	+3.01%
Sep 30, 2025	MONECO ADVISORS, LLC	0.78%	123.97K	2.67M	29.96K	+31.87%
Sep 30, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.73%	116.47K	2.51M	23.84K	+25.74%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.71%	113.48K	2.45M	113.48K	+100.00%
Sep 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.18%	28.16K	607.35K	0	0
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.14%	21.67K	467.39K	2.19K	+11.24%
Sep 30, 2025	JANE STREET GROUP, LLC	0.71%	112.89K	2.44M	80.29K	+246.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.39%	61.56K	1.33M	-10.6K	-14.69%
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.2%	31.31K	675.45K	-3.27K	-9.44%
Jun 30, 2025	VANTAGE POINT FINANCIAL LLC	0.25%	34.58K	744.13K	1.5K	+4.54%
Jun 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.81%	113.6K	2.44M	113.6K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.89%	124.28K	2.67M	43.49K	+53.83%
Jun 30, 2025		0.26%	36.18K	778.57K	36.18K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.4%	56.02K	1.21M	16.81K	+42.88%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.42%	58.79K	1.27M	6.67K	+12.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.44%	62.16K	1.34M	62.16K	+100.00%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.14%	19.48K	418.41K	5.47K	+39.09%
Jun 30, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.14%	20.24K	435.5K	5.55K	+37.79%
Jun 30, 2025	TURNING POINT BENEFIT GROUP, INC.	0.24%	34.03K	732.24K	13.44K	+65.27%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.52%	72.16K	1.55M	14.82K	+25.85%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORS, INC.	0.62%	87.32K	1.87M	8.71K	+11.08%
Jun 30, 2025	GPM GROWTH INVESTORS, INC.	1.57%	220.22K	4.74M	6.44K	+3.01%
Jun 30, 2025	IMA WEALTH, INC.	2.25%	315.86K	6.8M	9.5K	+3.10%
Jun 30, 2025	MORGAN STANLEY	2.39%	335.16K	7.21M	19.38K	+6.14%
Jun 30, 2025	SFE INVESTMENT COUNSEL	2.41%	337.62K	7.27M	19.09K	+5.99%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.71%	379.93K	8.18M	8.74K	+2.36%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.5%	350.03K	7.53M	-1.15K	-0.33%
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.08%	11.54K	248.24K	78	+0.68%
Jun 30, 2025	STEPHENS INC /AR/	0.08%	11.72K	252.25K	-3.73K	-24.11%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.08%	11.78K	253.57K	11.78K	+100.00%
Jun 30, 2025	BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC	0.09%	12.27K	264.05K	12.27K	+100.00%
Jun 30, 2025	IRONWOOD FINANCIAL, LLC	0.1%	13.44K	283.34K	0	0
Jun 30, 2025	BROWN ADVISORY INC	0.1%	14.15K	304.47K	14.15K	+100.00%
Jun 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.11%	15.49K	331.3K	15.49K	+100.00%
Jun 30, 2025	KEY FINANCIAL INC	0.11%	15.51K	333.78K	4.22K	+37.38%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.11%	16.1K	346.43K	258	+1.63%
Jun 30, 2025	LEO WEALTH, LLC	0.45%	62.38K	1.34M	62.38K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.51%	70.8K	1.52M	51.51K	+267.03%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.56%	77.81K	1.67M	3.05K	+4.08%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.58%	80.78K	1.74M	80.78K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	84.7K	1.82M	21.61K	+34.26%
Jun 30, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.66%	92.63K	1.99M	-2.52K	-2.65%
Jun 30, 2025	MONECO ADVISORS, LLC	0.67%	94K	2.02M	23.55K	+33.42%
Jun 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.31%	43.03K	922.93K	-12.03K	-21.84%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.43%	59.58K	1.28M	390	+0.66%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	2.54%	355.56K	7.65M	355.56K	+100.00%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.14%	19K	408.89K	19K	+100.00%
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	2.54%	355.56K	7.65M	214.41K	+151.90%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	4.24%	594.5K	12.79M	41.95K	+7.59%
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	4.82%	674.9K	14.52M	-15.95K	-2.31%
Jun 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.15%	21.41K	460.78K	-710	-3.21%
Jun 30, 2025	PRIVATE ADVISORY GROUP LLC	0.16%	22.16K	476.88K	-4.54K	-16.99%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.19%	27.17K	584.68K	-933	-3.32%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.04%	146.35K	3.15M	3.88K	+2.72%
Jun 30, 2025	LPL FINANCIAL LLC	13.38%	1.87M	40.33M	569.07K	+43.61%
Jun 30, 2025	JANE STREET GROUP, LLC	0.23%	32.61K	701.7K	21.01K	+181.09%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.28%	39.81K	856.65K	20.25K	+103.51%
Jun 30, 2025	ROYAL BANK OF CANADA	0.94%	131.56K	2.83M	82.11K	+166.06%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	142.22K	3.06M	16.84K	+13.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.19%	167.24K	3.6M	-10.4K	-5.85%
Jun 30, 2025	ADVISORY ALPHA, LLC	1.31%	183.88K	3.96M	16.36K	+9.77%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.03%	283.74K	6.11M	107.3K	+60.81%
Jun 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.2%	28.16K	605.94K	-10.05K	-26.30%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.22%	31.42K	676K	29	+0.09%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.23%	31.97K	688.04K	9.73K	+43.76%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.24%	34.27K	737.46K	903	+2.71%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.27%	37.96K	816.97K	920	+2.48%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.28%	38.76K	834.01K	6.14K	+18.82%
Jun 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.28%	39.88K	858.22K	-35	-0.09%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	26.56K	571.61K	260	+0.99%
Mar 31, 2025	UBS GROUP AG	0.71%	80.79K	1.7M	37.83K	+88.05%
Mar 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.83%	95.15K	2.01M	-235	-0.25%
Mar 31, 2025	MORGAN STANLEY	2.76%	315.78K	6.66M	42.72K	+15.65%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.52%	59.19K	1.25M	57.17K	+2,821.72%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.66%	75.53K	1.59M	75.53K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.1%	125.38K	2.64M	19.61K	+18.54%
Mar 31, 2025	KAYE CAPITAL MANAGEMENT	1.23%	141.15K	2.98M	141.15K	+100.00%
Mar 31, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.33%	38.2K	805.34K	38.2K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	39.21K	826.53K	9.16K	+30.50%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	49.45K	1.04M	9.53K	+23.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.46%	52.12K	1.1M	32.21K	+161.74%
Mar 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.48%	55.05K	1.15M	38.68K	+236.30%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.35%	39.49K	832.53K	39.49K	+100.00%
Mar 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.35%	39.92K	841.41K	2.01K	+5.29%
Mar 31, 2025	MONECO ADVISORS, LLC	0.62%	70.46K	1.49M	2.99K	+4.43%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.65%	74.75K	1.58M	9.38K	+14.35%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.14%	15.84K	333.91K	-344	-2.13%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.29%	33.37K	703.34K	459	+1.39%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.32%	37.04K	780.86K	5.12K	+16.02%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	63.09K	1.33M	26.92K	+74.43%
Mar 31, 2025	STEPHENS INC /AR/	0.14%	15.45K	325.62K	3.27K	+26.80%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	19.29K	407K	19.29K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	19.56K	412.33K	19.56K	+100.00%
Mar 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.19%	22.12K	466.34K	280	+1.28%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.19%	22.24K	468.83K	359	+1.64%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	26.3K	554.44K	2.31K	+9.64%
Mar 31, 2025	PRIVATE ADVISORY GROUP LLC	0.23%	26.7K	562.73K	26.7K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.25%	28.1K	592.39K	-1.76K	-5.88%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.27%	31.39K	662K	325	+1.05%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.29%	32.62K	687.55K	4.87K	+17.53%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.25%	142.47K	3M	40.23K	+39.34%
Mar 31, 2025	ADVISORY ALPHA, LLC	1.46%	167.52K	3.53M	16.41K	+10.86%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.54%	176.45K	3.72M	134.25K	+318.19%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.55%	177.64K	3.74M	44.74K	+33.66%
Mar 31, 2025	GPM GROWTH INVESTORS, INC.	1.87%	213.79K	4.51M	7.9K	+3.84%
Mar 31, 2025	IMA WEALTH, INC.	2.68%	306.36K	6.46M	294.95K	+2,583.63%
Mar 31, 2025	SFE INVESTMENT COUNSEL	2.79%	318.53K	6.71M	21.99K	+7.42%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	3.07%	351.18K	7.4M	8.6K	+2.51%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.25%	371.19K	7.82M	-26.03K	-6.55%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	4.83%	552.55K	11.65M	92.08K	+20.00%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	6.04%	690.86K	14.56M	30.27K	+4.58%
Mar 31, 2025	LPL FINANCIAL LLC	11.41%	1.31M	27.51M	390.65K	+42.72%
Mar 31, 2025		0.1%	11.86K	250.09K	-5.33K	-31.01%
Mar 31, 2025	IRONWOOD FINANCIAL, LLC	0.12%	13.44K	283.34K	700	+5.49%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	57.34K	1.21M	57.15K	+29,305.13%

Frequently Asked Questions