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

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

MONECO ADVISORS, LLC, in the last quarter, reduced its stake in BSJU by -16.59% restricting it's holding to 14.83 thousand shares of worth nearly $387.16K. 4THOUGHT FINANCIAL GROUP INC. also lessened -6.38% of the BSJU shares from its portfolio, reducing its holding to 16.75 thousand shares of worth $437.25K. ENVESTNET ASSET MANAGEMENT INC also shunned BSJU shares holding by -3.02% last quarter which brought its holding to 18.69 thousand shares worth $487.95K.

Investors who are buying BSJU stock?

As per its latest 13F filing, IMA WEALTH, INC. increased its stake in BSJU by 16.7% in the last quarter. The institutional holder raised its holding to 8.04 thousand shares having worth more than $209.75K. ALPHASTAR CAPITAL MANAGEMENT, LLC also added 100% more shares of BSJU to its portfolio, raising its holding to 14.12 thousand shares of worth $368.47K. ALASKA WEALTH ADVISORS also increased its BSJU shares holding by 51.03% which brought its holding to 14.58 thousand shares worth $380.61K.

BSJU's major insiders: who are they?

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

Did an insider recently sell BSJU stock?

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

Which insider recently purchased BSJU stock?

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

How much of BSJU does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSJU?

IMA WEALTH, INC. is the largest institutional owner in BSJU which holds 8.04 thousand shares worth $209.75K or 0.11% of the total BSJU shares outstanding followed by ALPHASTAR CAPITAL MANAGEMENT, LLC with ownership of 14.12 thousand shares representing 0.2% of the BSJU ownership. ALASKA WEALTH ADVISORS is the third largest stakeholder with 14.58 thousand shares or 0.21% of the ownership worth more than $380.61K.

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

Is there a short position on BSJU's shares?

Number of BSJU 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 BSJU shares are there?

As of today, null shares of BSJU are outstanding.

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

BSJU 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 BSJU is null.

Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) 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. IMA WEALTH, INC. is the top corporate investor, holding 8.04K shares valued at $209.75K. A 0.11% stake in Invesco BulletShares 2030 High Yield Corporate Bond ETF is owned by the company. ALPHASTAR CAPITAL MANAGEMENT, LLC owns 14.12K shares valued at $368.47K, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	IMA WEALTH, INC.	0.11%	8.04K	209.75K	1.15K	+16.70%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.2%	14.12K	368.47K	14.12K	+100.00%
Dec 31, 2025	ALASKA WEALTH ADVISORS	0.21%	14.58K	380.61K	4.93K	+51.03%
Dec 31, 2025	MONECO ADVISORS, LLC	0.21%	14.83K	387.16K	-2.95K	-16.59%
Dec 31, 2025	ADVISORY ALPHA, LLC	2%	141.44K	3.69M	141.44K	+100.00%
Dec 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.22%	15.65K	408.54K	770	+5.17%
Dec 31, 2025	ORG PARTNERS LLC	0.22%	15.75K	411.19K	1.53K	+10.73%
Dec 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.24%	16.75K	437.25K	-1.14K	-6.38%
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.24%	17.32K	452K	24	+0.14%
Dec 31, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.64%	45.05K	1.18M	36.39K	+420.30%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.65%	45.89K	1.2M	45.89K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.58%	111.6K	2.91M	56.01K	+100.75%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.78%	125.72K	3.28M	10.79K	+9.38%
Dec 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	1.88%	132.99K	3.47M	94.21K	+242.89%
Dec 31, 2025	BRIDGEPORT FINANCIAL SOLUTIONS, LLC	0.11%	8.12K	211.91K	131	+1.64%
Dec 31, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.12%	8.23K	214.61K	0	0
Dec 31, 2025	MERIWETHER WEALTH & PLANNING, LLC	0.12%	8.4K	219.2K	8.4K	+100.00%
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.12%	8.56K	223.48K	8.56K	+100.00%
Dec 31, 2025	TOPSAIL WEALTH MANAGEMENT, LLC	0.16%	11.16K	291.25K	11.16K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.25%	17.78K	464.09K	5.92K	+49.94%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	18.69K	487.95K	-583	-3.02%
Dec 31, 2025	ROYAL BANK OF CANADA	0.27%	19.16K	500K	-1.46K	-7.09%
Dec 31, 2025	LEO WEALTH, LLC	0.28%	19.56K	510.67K	19.56K	+100.00%
Dec 31, 2025	KEEL POINT, LLC	0.29%	20.67K	539.62K	2.28K	+12.39%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	59.2K	1.55M	46.19K	+355.00%
Dec 31, 2025	TURNING POINT BENEFIT GROUP, INC.	0.87%	61.27K	1.6M	61.27K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.87%	61.9K	1.62M	16.67K	+36.87%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.9%	63.87K	1.67M	31.37K	+96.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.95%	67.39K	1.76M	67.39K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.96%	67.78K	1.77M	67.78K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.1%	78.02K	2.04M	18.02K	+30.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.35%	95.29K	2.49M	95.29K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.49%	105.25K	2.75M	60.33K	+134.34%
Dec 31, 2025	MORGAN STANLEY	2.6%	183.92K	4.8M	-109.21K	-37.26%
Dec 31, 2025	GPM GROWTH INVESTORS, INC.	2.92%	207K	5.4M	207K	+100.00%
Dec 31, 2025	SFE INVESTMENT COUNSEL	3.43%	242.79K	6.34M	24.39K	+11.17%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	4.23%	299.52K	7.82M	4.97K	+1.69%
Dec 31, 2025	TRINITY LEGACY PARTNERS, LLC	4.97%	352.13K	9.19M	7.75K	+2.25%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	5.56%	394.06K	10.29M	26.87K	+7.32%
Dec 31, 2025	LPL FINANCIAL LLC	7.58%	536.67K	14.01M	-88.29K	-14.13%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	7.7%	545.66K	14.23M	91.26K	+20.08%
Dec 31, 2025	KEY FINANCIAL INC	0.1%	7.42K	193.57K	965	+14.96%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.11%	7.69K	200.75K	7.69K	+100.00%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.16%	11.2K	292.44K	-5.29K	-32.08%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.23%	16.61K	433.55K	-524	-3.06%
Dec 31, 2025		0.26%	18.66K	487.04K	18.66K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.32%	22.69K	592.35K	1.92K	+9.24%
Dec 31, 2025	UBS GROUP AG	0.35%	24.49K	639.26K	6.85K	+38.83%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.36%	25.33K	661.19K	25.33K	+100.00%
Dec 31, 2025	AXIM PLANNING & WEALTH	0.37%	26.07K	680.45K	26.07K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.37%	26.44K	692.39K	650	+2.52%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.42%	29.79K	777.56K	147	+0.50%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	29.86K	780K	9.43K	+46.16%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.98%	69.72K	1.82M	22.34K	+47.16%
Dec 31, 2025	CACHETECH INC.	1.26%	89.12K	2.33M	89.12K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.73%	264.46K	6.9M	8.34K	+3.25%
Dec 31, 2025	HORIZONS WEALTH MANAGEMENT	0.02%	1.43K	37.3K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	2.45K	63.84K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.04%	2.68K	69.84K	-1.48K	-35.67%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.06%	4.15K	108K	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.19%	13.54K	353.38K	5.4K	+66.45%
Sep 30, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.12%	8.23K	214.86K	0	0
Sep 30, 2025	CWM, LLC	0.02%	1.04K	27K	1.04K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	5.36%	367.19K	9.61M	108.89K	+42.16%
Sep 30, 2025	MORGAN STANLEY	4.28%	293.13K	7.67M	11.67K	+4.14%
Sep 30, 2025	KEEL POINT, LLC	0.27%	18.39K	481.16K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.3%	20.62K	539K	7.62K	+58.64%
Sep 30, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0%	0	-	-4.12K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	9.12%	624.96K	16.35M	101.95K	+19.49%
Sep 30, 2025	TRINITY LEGACY PARTNERS, LLC	5.03%	344.38K	8.95M	8.15K	+2.42%
Sep 30, 2025	MONECO ADVISORS, LLC	0.26%	17.78K	465.13K	-1.43K	-7.44%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.19%	13.01K	340.36K	6.58K	+102.40%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	11.86K	310.18K	4.51K	+61.28%
Sep 30, 2025	ALASKA WEALTH ADVISORS	0.14%	9.65K	252.55K	9.65K	+100.00%
Sep 30, 2025	ALTRIUS CAPITAL MANAGEMENT INC	0.13%	8.66K	226.49K	8.66K	+100.00%
Sep 30, 2025	KEY FINANCIAL INC	0.09%	6.45K	168.89K	0	0
Sep 30, 2025	HORIZONS WEALTH MANAGEMENT	0.02%	1.43K	37.38K	1.43K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.74%	256.12K	6.7M	18.23K	+7.66%
Sep 30, 2025	SFE INVESTMENT COUNSEL	3.19%	218.4K	5.71M	62.16K	+39.78%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	55.59K	1.45M	1.82K	+3.38%
Sep 30, 2025	MGO ONE SEVEN LLC	0.3%	20.77K	543.4K	1.85K	+9.78%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.68%	114.94K	3.01M	-14.67K	-11.32%
Sep 30, 2025	F/M INVESTMENTS LLC	1.11%	76.23K	1.99M	76.23K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.88%	60K	1.57M	17.98K	+42.79%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.66%	45.22K	1.18M	16.26K	+56.12%
Sep 30, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.57%	38.79K	1.01M	38.79K	+100.00%
Sep 30, 2025		0.52%	35.46K	927.61K	951	+2.76%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	25.79K	674.32K	2.09K	+8.82%
Sep 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.26%	17.89K	468.02K	-19	-0.11%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	6.63%	454.4K	11.89M	58.91K	+14.90%
Sep 30, 2025	ANCORA ADVISORS, LLC	0%	0	-	-1.39K	-100.00%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	4.3%	294.55K	7.71M	-1.64K	-0.55%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.12%	8.13K	212.76K	-22.52K	-73.46%
Sep 30, 2025	BRIDGEPORT FINANCIAL SOLUTIONS, LLC	0.12%	7.99K	208.95K	131	+1.67%
Sep 30, 2025	IMA WEALTH, INC.	0.1%	6.89K	180.11K	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.06%	4.16K	108.78K	17	+0.41%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.06%	4.15K	109K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	2.45K	63.96K	0	0
Sep 30, 2025	HORIZON FINANCIAL SERVICES, LLC	0.01%	554	14.49K	554	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	161	4.21K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	68	1.78K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	55	1.44K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.69%	47.38K	1.24M	1.13K	+2.43%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	44.91K	1.17M	7.23K	+19.19%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.47%	32.51K	850.33K	16.78K	+106.64%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.3%	20.61K	539K	20.61K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	20.43K	534K	1.67K	+8.90%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	19.28K	504.23K	-221.2K	-91.98%
Sep 30, 2025	UBS GROUP AG	0.26%	17.64K	461.44K	1.19K	+7.23%
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.25%	17.3K	452K	485	+2.89%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.25%	17.13K	448.19K	10	+0.06%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.24%	16.49K	431.49K	1.77K	+12.05%
Sep 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.22%	14.88K	389.26K	1.1K	+7.98%
Sep 30, 2025	ORG PARTNERS LLC	0.21%	14.23K	372.14K	14.23K	+100.00%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.43%	29.64K	775.35K	6	+0.02%
Jun 30, 2025		0.56%	34.51K	897.73K	34.51K	+100.00%
Jun 30, 2025	ALASKA PERMANENT CAPITAL MANAGEMENT	0.13%	8.23K	213.54K	8.23K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.61%	37.68K	980.15K	17.29K	+84.83%
Jun 30, 2025	IMA WEALTH, INC.	0.11%	6.89K	179.11K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	6.43K	167.22K	4.45K	+224.97%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.07%	4.15K	108K	0	0
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	6.42%	395.49K	10.29M	373.15K	+1,670.01%
Jun 30, 2025	MORGAN STANLEY	4.57%	281.47K	7.32M	13.52K	+5.04%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	4.19%	258.3K	6.72M	258.3K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.9%	240.47K	6.26M	232.37K	+2,866.95%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.24%	14.72K	382.29K	4.03K	+37.72%
Jun 30, 2025	BRIDGEPORT FINANCIAL SOLUTIONS, LLC	0.13%	7.86K	204.38K	7.86K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	53.77K	1.4M	13.78K	+34.44%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.68%	42.02K	1.09M	30.58K	+267.40%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.5%	30.65K	797.31K	30.65K	+100.00%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.48%	29.63K	770.91K	1.76K	+6.32%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.47%	28.97K	753.55K	14.78K	+104.24%
Jun 30, 2025	BLACKROCK, INC.	0%	0	-	-3.32K	-100.00%
Jun 30, 2025	UBS GROUP AG	0.27%	16.45K	427.92K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.26%	15.73K	409.21K	9.29K	+144.07%
Jun 30, 2025	MGO ONE SEVEN LLC	0.31%	18.92K	492.23K	18.92K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	18.76K	488K	377	+2.05%
Jun 30, 2025	KEEL POINT, LLC	0.3%	18.39K	478.49K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	3.86%	237.89K	6.19M	47.05K	+24.65%
Jun 30, 2025	SFE INVESTMENT COUNSEL	2.54%	156.24K	4.06M	29.73K	+23.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.1%	129.61K	3.37M	2.89K	+2.28%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	23.7K	616.81K	-6.6K	-21.78%
Jun 30, 2025	MONECO ADVISORS, LLC	0.31%	19.21K	499.75K	-1.92K	-9.07%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	7.35K	191.26K	7.35K	+100.00%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.27%	16.81K	437K	17	+0.10%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.07%	4.14K	107.73K	17	+0.41%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.04%	2.45K	63.62K	0	0
Jun 30, 2025	ANCORA ADVISORS, LLC	0.02%	1.39K	36.27K	0	0
Jun 30, 2025	ASSET DEDICATION, LLC	0%	300	7.81K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	161	4.19K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	68	1.77K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-27.69K	-100.00%
Jun 30, 2025	GAMMA INVESTING LLC	0%	0	-	-626	-100.00%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.28%	17.12K	445.44K	-101	-0.59%
Jun 30, 2025	4THOUGHT FINANCIAL GROUP INC.	0.29%	17.91K	465.94K	-612	-3.30%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	46.26K	1.2M	8.12K	+21.30%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	4.81%	296.19K	7.71M	6.44K	+2.22%
Jun 30, 2025	TRINITY LEGACY PARTNERS, LLC	5.46%	336.23K	8.72M	6.93K	+2.11%
Jun 30, 2025	LPL FINANCIAL LLC	8.49%	523K	13.61M	246.46K	+89.12%
Jun 30, 2025	ROYAL BANK OF CANADA	0.21%	13K	338K	0	0
Jun 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.22%	13.78K	358.49K	615	+4.67%
Jun 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	55	1.43K	0	0
Jun 30, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0.07%	4.12K	107.08K	0	0
Jun 30, 2025	KEY FINANCIAL INC	0.1%	6.45K	167.8K	3.58K	+124.74%
Mar 31, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	0.09%	4.12K	104.92K	4.12K	+100.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.09%	4.12K	105.11K	2.9K	+237.48%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.14%	6.45K	164.28K	6.45K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	11.44K	291.53K	11.44K	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.05%	2.45K	62.32K	0	0
Mar 31, 2025	KEY FINANCIAL INC	0.06%	2.87K	73.16K	0	0
Mar 31, 2025	BLACKROCK, INC.	0.07%	3.32K	84.59K	0	0
Mar 31, 2025		0.23%	10.69K	272.44K	10.69K	+100.00%
Mar 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.28%	13.17K	335.58K	1.31K	+11.00%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	0.48%	22.34K	569.56K	22.34K	+100.00%
Mar 31, 2025	MORGAN STANLEY	5.74%	267.95K	6.83M	20.26K	+8.18%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	68	1.73K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	13K	331K	0	0
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.37%	17.22K	439.03K	2.21K	+14.68%
Mar 31, 2025	ASSET DEDICATION, LLC	0.01%	300	7.65K	0	0
Mar 31, 2025	TRINITY LEGACY PARTNERS, LLC	7.05%	329.29K	8.5M	75.85K	+29.93%
Mar 31, 2025	GAMMA INVESTING LLC	0.01%	626	15.96K	0	0
Mar 31, 2025	ANCORA ADVISORS, LLC	0.03%	1.39K	35.53K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	1.98K	50.42K	1.98K	+197,700.00%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.09%	4.15K	106K	0	0
Mar 31, 2025	IMA WEALTH, INC.	0.15%	6.89K	175.5K	6.89K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	8.11K	206.6K	8.11K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	18.39K	469K	976	+5.61%
Mar 31, 2025	KEEL POINT, LLC	0.39%	18.39K	468.84K	18.39K	+100.00%
Mar 31, 2025	4THOUGHT FINANCIAL GROUP INC.	0.4%	18.52K	472.14K	227	+1.24%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	20.39K	519.65K	8.95K	+78.20%
Mar 31, 2025	MONECO ADVISORS, LLC	0.45%	21.13K	538.5K	-960	-4.35%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.65%	30.3K	772.32K	6.81K	+28.98%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.82%	38.13K	971.99K	22.62K	+145.85%
Mar 31, 2025	SFE INVESTMENT COUNSEL	2.71%	126.51K	3.22M	28.42K	+28.98%
Mar 31, 2025	LPL FINANCIAL LLC	5.92%	276.54K	7.05M	49.69K	+21.90%
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	6.21%	289.75K	7.39M	16.34K	+5.97%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-11.82K	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.3%	14.18K	361.5K	2.23K	+18.64%
Mar 31, 2025	UBS GROUP AG	0.35%	16.45K	419.29K	-249	-1.49%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.36%	16.79K	428K	16.79K	+100.00%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-117.56K	-100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	40K	1.02M	20.92K	+109.62%
Mar 31, 2025	JANE STREET GROUP, LLC	0.59%	27.69K	705.74K	-102.31K	-78.70%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.6%	27.87K	710.46K	1.27K	+4.77%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.71%	126.72K	3.23M	4.56K	+3.73%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	4.09%	190.84K	4.86M	87.34K	+84.39%
Mar 31, 2025	FMR LLC	0%	1	25	1	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	161	4.1K	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	55	1.4K	0	0

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