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

Who are the major shareholders selling Invesco BulletShares 2026 Municipal Bond ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in BSMQ by -62.07% restricting it's holding to 110.51 thousand shares of worth nearly $2.61M. WELLS FARGO & COMPANY/MN also lessened -5.93% of the BSMQ shares from its portfolio, reducing its holding to 605.68 thousand shares of worth $14.32M. CORNERSTONE WEALTH MANAGEMENT, LLC also shunned BSMQ shares holding by -0.01% last quarter which brought its holding to 50.17 thousand shares worth $1.19M.

Investors who are buying BSMQ stock?

As per its latest 13F filing, ELEQUIN SECURITIES, LLC increased its stake in BSMQ by 100% in the last quarter. The institutional holder raised its holding to 55.75 thousand shares having worth more than $1.32M. PAX FINANCIAL GROUP, LLC also added 0.09% more shares of BSMQ to its portfolio, raising its holding to 47.15 thousand shares of worth $1.11M. KATHMERE CAPITAL MANAGEMENT, LLC also increased its BSMQ shares holding by 2.47% which brought its holding to 56.6 thousand shares worth $1.34M.

BSMQ's major insiders: who are they?

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

Did an insider recently sell BSMQ stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2026 Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSMQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSMQ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2026 Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of BSMQ does insiders own?

Around 0 Invesco BulletShares 2026 Municipal Bond ETF shares are held by insiders, which represents about N/A of BSMQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSMQ?

COMMONWEALTH EQUITY SERVICES, LLC is the largest institutional owner in BSMQ which holds 110.51 thousand shares worth $2.61M or 0.86% of the total BSMQ shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 605.68 thousand shares representing 4.7% of the BSMQ ownership. CORNERSTONE WEALTH MANAGEMENT, LLC is the third largest stakeholder with 50.17 thousand shares or 0.39% of the ownership worth more than $1.19M.

Is Invesco BulletShares 2026 Municipal 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 BSMQ is concerned, it is a stock which is not optionable.

Is there a short position on BSMQ's shares?

Number of BSMQ 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 BSMQ shares are there?

As of today, null shares of BSMQ are outstanding.

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

BSMQ 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 BSMQ is null.

Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) 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. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 110.51K shares valued at $2.61M. A 0.86% stake in Invesco BulletShares 2026 Municipal Bond ETF is owned by the company. WELLS FARGO & COMPANY/MN owns 605.68K shares valued at $14.32M, which translates its holding of 4.7% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	110.51K	2.61M	-180.84K	-62.07%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.7%	605.68K	14.32M	-38.21K	-5.93%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.39%	50.17K	1.19M	-3	-0.01%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.43%	55.75K	1.32M	55.75K	+100.00%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.37%	47.15K	1.11M	41	+0.09%
Dec 31, 2025	FARNAM FINANCIAL LLC	0.44%	56.26K	1.33M	0	0
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.44%	56.6K	1.34M	1.36K	+2.47%
Dec 31, 2025	PAULSON WEALTH MANAGEMENT INC.	0.45%	57.85K	1.37M	2.64K	+4.77%
Dec 31, 2025	KEY FINANCIAL INC	0.98%	126.23K	2.98M	23.97K	+23.44%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.08%	138.23K	3.27M	-169.79K	-55.12%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	34.53K	816.55K	-371	-1.06%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.27%	34.71K	820.79K	0	0
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.3%	37.85K	894.87K	0	0
Dec 31, 2025	SENTINEL PENSION ADVISORS INC	0.3%	38.1K	900.92K	70	+0.18%
Dec 31, 2025	WEBSTER BANK, N. A.	0.31%	39.76K	940.15K	25.35K	+175.91%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.32%	40.31K	953.1K	-5.87K	-12.70%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	43.41K	1.03M	12.05K	+38.42%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.35%	44.79K	1.06M	13.61K	+43.66%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.48%	61.68K	1.46M	374	+0.61%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	62.51K	1.48M	47.44K	+314.88%
Dec 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.51%	64.66K	1.53M	-825	-1.26%
Dec 31, 2025	SIGNATUREFD, LLC	0.52%	67.07K	1.59M	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.58%	74.09K	1.75M	13.1K	+21.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.62%	79.55K	1.88M	8.92K	+12.62%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.68%	88.04K	2.08M	5.71K	+6.93%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.71%	90.99K	2.15M	10.98K	+13.73%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.76%	97.17K	2.3M	16.04K	+19.77%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.34%	172.8K	4.09M	4.58K	+2.72%
Dec 31, 2025	ASSET DEDICATION, LLC	1.42%	181.06K	4.28M	33.07K	+22.34%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.45%	186.25K	4.4M	14.39K	+8.37%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.51%	194.98K	4.61M	-4.45K	-2.23%
Dec 31, 2025	HILLS BANK & TRUST CO	1.59%	204.69K	4.84M	80.75K	+65.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.69%	217.81K	5.15M	8.2K	+3.91%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	26.51K	626.81K	26.51K	+100.00%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	29.04K	686.69K	62	+0.21%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.24%	30.22K	714.62K	14.48K	+91.95%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	1.65%	212.02K	5.01M	85	+0.04%
Dec 31, 2025	UBS GROUP AG	1.72%	221.48K	5.24M	14.57K	+7.04%
Dec 31, 2025	MORGAN STANLEY	2.37%	305.71K	7.23M	-6.03K	-1.93%
Dec 31, 2025	TRUIST FINANCIAL CORP	2.42%	309.47K	7.32M	4.15K	+1.36%
Dec 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.32%	40.43K	954.45K	4.22K	+11.65%
Dec 31, 2025		1.23%	156.64K	3.7M	156.64K	+100.00%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.35%	45.27K	1.07M	-13.54K	-23.03%
Dec 31, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.35%	45.28K	1.07M	782	+1.76%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.47%	60.84K	1.44M	-85.2K	-58.34%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.67%	85.96K	2.03M	29.64K	+52.63%
Dec 31, 2025	COLONY GROUP, LLC	0.87%	112.53K	2.66M	11.18K	+11.03%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.96%	122.39K	2.89M	-6.29K	-4.89%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.07%	136.41K	3.23M	122.79K	+901.59%
Dec 31, 2025	INVESCO LTD.	2.93%	377.8K	8.93M	45.75K	+13.78%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.24%	30.49K	720.83K	18	+0.06%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.24%	30.33K	717.25K	0	0
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.24%	31.26K	739K	75	+0.24%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.26%	33.54K	793.94K	4.91K	+17.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.4%	438.28K	10.36M	48.58K	+12.47%
Dec 31, 2025	LPL FINANCIAL LLC	4.12%	531.21K	12.56M	20.37K	+3.99%
Dec 31, 2025	FARMERS NATIONAL BANK	0.5%	63.62K	1.5M	-802	-1.24%
Dec 31, 2025	MONECO ADVISORS, LLC	1.12%	143.27K	3.39M	10.3K	+7.75%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.23%	158.71K	3.75M	352	+0.22%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.27%	163.16K	3.86M	119.54K	+274.06%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.28%	163.8K	3.87M	58.54K	+55.61%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	1.31%	168.04K	3.97M	-6.29K	-3.61%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.36%	175.09K	4.14M	37.04K	+26.83%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	0.18%	23.51K	555.78K	1.24K	+5.55%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.19%	24.18K	571.63K	-12.73K	-34.49%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	26.06K	616.15K	16.44K	+170.96%
Dec 31, 2025	WESPAC ADVISORS, LLC	0.2%	26.04K	615.62K	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	0.21%	27.41K	647.73K	0	0
Dec 31, 2025	RIVER STREET ADVISORS LLC	0.22%	28.26K	668.16K	5.31K	+23.16%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.48%	58.81K	1.39M	900	+1.55%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.24%	643.9K	15.21M	2.96K	+0.46%
Sep 30, 2025	FARMERS NATIONAL BANK	0.52%	64.42K	1.52M	1.3K	+2.05%
Sep 30, 2025	SIGNATUREFD, LLC	0.55%	67.07K	1.58M	25.42K	+61.04%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.29%	36.21K	855.89K	-413	-1.13%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.25%	31.18K	735K	0	0
Sep 30, 2025	SAVANT CAPITAL, LLC	0.25%	30.47K	719.8K	-192	-0.63%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.25%	30.33K	716.64K	9.09K	+42.78%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.23%	28.63K	676.68K	4.9K	+20.66%
Sep 30, 2025	WESPAC ADVISORS, LLC	0.21%	26.04K	615.1K	0	0
Sep 30, 2025	CLEAR HARBOR ASSET MANAGEMENT, LLC	0.2%	24.62K	581.53K	4.2K	+20.57%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.19%	22.94K	542.05K	4.64K	+25.36%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.18%	22.27K	526.12K	3.17K	+16.62%
Sep 30, 2025	TLWM	0.18%	22.27K	526.11K	-189	-0.84%
Sep 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.18%	21.77K	514.32K	16.03K	+279.00%
Sep 30, 2025	AA FINANCIAL ADVISORS, LLC	0.18%	21.65K	511.58K	97	+0.45%
Sep 30, 2025	YANKCOM PARTNERSHIP	0.17%	21.44K	506.52K	0	0
Sep 30, 2025	FORONJY FINANCIAL LLC	0.16%	20.21K	477.51K	-2.32K	-10.29%
Sep 30, 2025	HERITAGE TRUST CO	0.16%	19.64K	463.9K	-600	-2.97%
Sep 30, 2025	MORGAN STANLEY	2.54%	311.73K	7.36M	-150.81K	-32.60%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.51%	308.02K	7.28M	308.02K	+100.00%
Sep 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.45%	55.21K	1.3M	15.11K	+37.67%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.41%	50.18K	1.19M	-6.01K	-10.69%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.66%	81.13K	1.92M	7.29K	+9.87%
Sep 30, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.36%	44.49K	1.05M	281	+0.64%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	43.62K	1.03M	8.16K	+23.02%
Sep 30, 2025	SENTINEL PENSION ADVISORS INC	0.31%	38.03K	898.5K	75	+0.20%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.3%	36.65K	865.77K	5.47K	+17.53%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.65%	80.01K	1.89M	-1.89K	-2.31%
Sep 30, 2025	JANE STREET GROUP, LLC	0.58%	70.64K	1.67M	-13.89K	-16.43%
Sep 30, 2025	LPL FINANCIAL LLC	4.16%	510.85K	12.07M	9.85K	+1.97%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	1.73%	211.93K	5.01M	211.93K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.71%	209.62K	4.94M	39.45K	+23.18%
Sep 30, 2025	UBS GROUP AG	1.68%	206.9K	4.89M	29.01K	+16.31%
Sep 30, 2025	ASSET DEDICATION, LLC	1.2%	148K	3.5M	16.42K	+12.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	56.32K	1.33M	46.06K	+449.23%
Sep 30, 2025	FARNAM FINANCIAL LLC	0.46%	56.26K	1.33M	0	0
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.45%	55.24K	1.3M	-537	-0.96%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.38%	47.1K	1.11M	-1.31K	-2.71%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.38%	46.18K	1.09M	-173	-0.37%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.31%	37.85K	894.11K	5.31K	+16.33%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.3%	36.9K	871.75K	9.07K	+32.59%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.85%	104.89K	2.48M	92.54K	+748.73%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	34.91K	824.62K	2.01K	+6.10%
Sep 30, 2025	BROWN ADVISORY INC	0.28%	34.4K	812.7K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	31.36K	740.54K	13.27K	+73.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.17%	389.7K	9.21M	49K	+14.38%
Sep 30, 2025	INVESCO LTD.	2.7%	332.05K	7.84M	35.98K	+12.15%
Sep 30, 2025	TRUIST FINANCIAL CORP	2.49%	305.33K	7.21M	6.37K	+2.13%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.37%	291.34K	6.88M	-532	-0.18%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.62%	199.43K	4.71M	2.9K	+1.48%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	1.42%	174.33K	4.12M	9.01K	+5.45%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.4%	171.86K	4.06M	22.77K	+15.27%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.37%	168.23K	3.97M	7.48K	+4.66%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	158.36K	3.74M	-720	-0.45%
Sep 30, 2025	VESTGEN ADVISORS, LLC	1.19%	146.03K	3.45M	-3.84K	-2.56%
Sep 30, 2025	KEY FINANCIAL INC	0.83%	102.26K	2.41M	-2.12K	-2.03%
Sep 30, 2025	COLONY GROUP, LLC	0.83%	101.35K	2.39M	11.6K	+12.93%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	82.33K	1.95M	2.98K	+3.76%
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.53%	65.49K	1.55M	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.5%	61.31K	1.45M	403	+0.66%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.5%	60.98K	1.44M	3.54K	+6.16%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	34.71K	820.1K	-170	-0.49%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	1.15%	141.44K	3.34M	9.38K	+7.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.12%	138.05K	3.26M	-32.03K	-18.83%
Sep 30, 2025	MONECO ADVISORS, LLC	1.08%	132.97K	3.14M	2.99K	+2.30%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	1.05%	128.68K	3.04M	17.59K	+15.84%
Sep 30, 2025	HILLS BANK & TRUST CO	1.01%	123.94K	2.93M	45.76K	+58.53%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.86%	105.27K	2.49M	-5.57K	-5.03%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	1.08%	132.06K	3.11M	9.61K	+7.85%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.25%	31.18K	734.62K	20.38K	+188.77%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.27%	32.53K	766.45K	0	0
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	1.49%	182.42K	4.3M	-2.67K	-1.44%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.38%	291.87K	6.88M	-17.1K	-5.53%
Jun 30, 2025	MORGAN STANLEY	3.77%	462.54K	10.9B	-45.44K	-8.94%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.32%	39.13K	921.81K	-39.61K	-50.31%
Jun 30, 2025	FARMERS NATIONAL BANK	0.52%	63.13K	1.49M	1.15K	+1.85%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.19%	23.41K	551.58K	2.75K	+13.32%
Jun 30, 2025	ROYAL BANK OF CANADA	0.19%	22.83K	538K	-146	-0.64%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	32.9K	775.09K	4.98K	+17.83%
Jun 30, 2025	WESPAC ADVISORS, LLC	0.21%	26.04K	613.41K	8.54K	+48.78%
Jun 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.19%	23.72K	560.12K	23.72K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.78%	340.7K	8.03M	46.89K	+15.96%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	1.35%	165.32K	3.89M	17.12K	+11.55%
Jun 30, 2025	VESTGEN ADVISORS, LLC	1.22%	149.87K	3.53M	2.06K	+1.39%
Jun 30, 2025	FARNAM FINANCIAL LLC	0.46%	56.26K	1.33M	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.67%	81.9K	1.93M	13.8K	+20.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.65%	79.35K	1.87M	-4.24K	-5.07%
Jun 30, 2025	HILLS BANK & TRUST CO	0.64%	78.18K	1.84M	2.55K	+3.38%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	0.6%	73.84K	1.74M	9.3K	+14.41%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	67.54K	1.59M	53.92K	+395.94%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.47%	57.91K	1.36M	321	+0.56%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.47%	57.44K	1.35M	7.58K	+15.20%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.46%	56.19K	1.32M	10.05K	+21.78%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.46%	55.77K	1.31M	33.55K	+150.97%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.4%	48.41K	1.14M	-6.97K	-12.59%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.38%	46.35K	1.09M	5.85K	+14.44%
Jun 30, 2025	SENTINEL PENSION ADVISORS INC	0.31%	37.96K	894.26K	-789	-2.04%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.28%	34.88K	821.84K	848	+2.49%
Jun 30, 2025	BROWN ADVISORY INC	0.28%	34.4K	810.46K	0	0
Jun 30, 2025	CGN ADVISORS LLC	0.28%	34.56K	814.33K	-23.94K	-40.92%
Jun 30, 2025	TRUIST FINANCIAL CORP	2.44%	298.96K	7.04M	-3.19K	-1.06%
Jun 30, 2025	INVESCO LTD.	2.42%	296.07K	6.98M	12.12K	+4.27%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.6%	196.53K	4.63M	-11.46K	-5.51%
Jun 30, 2025	UBS GROUP AG	1.45%	177.89K	4.19M	-4.57K	-2.51%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.31%	160.74K	3.79M	9.35K	+6.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.3%	159.08K	3.75M	6.51K	+4.26%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.22%	149.09K	3.51M	36.61K	+32.55%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.25%	31.18K	734.58K	-206	-0.66%
Jun 30, 2025	ASSET DEDICATION, LLC	1.07%	131.58K	3.1M	16.71K	+14.54%
Jun 30, 2025	MONECO ADVISORS, LLC	1.06%	129.98K	3.06M	40.43K	+45.15%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.39%	170.17K	4.01M	-14.48K	-7.84%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.91%	111.09K	2.62M	10.05K	+9.94%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.9%	110.84K	2.61M	-3.5K	-3.06%
Jun 30, 2025	KEY FINANCIAL INC	0.85%	104.37K	2.46M	6.17K	+6.28%
Jun 30, 2025	COLONY GROUP, LLC	0.73%	89.75K	2.11M	8.83K	+10.91%
Jun 30, 2025	JANE STREET GROUP, LLC	0.69%	84.52K	1.99M	-30.19K	-26.31%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	35.46K	835.36K	11.72K	+49.34%
Jun 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.3%	36.63K	860.52K	-10.9K	-22.93%
Jun 30, 2025	SIGNATUREFD, LLC	0.34%	41.65K	981.3K	0	0
Jun 30, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.36%	44.21K	1.04M	5.65K	+14.65%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.39%	170.08K	4.01M	-41.37K	-19.56%
Jun 30, 2025	LPL FINANCIAL LLC	4.09%	501K	11.8M	77.96K	+18.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	5.23%	640.93K	15.1M	7.57K	+1.19%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	0.53%	65.49K	1.54M	-2.02K	-2.99%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.5%	60.91K	1.43M	4.64K	+8.24%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.25%	30.66K	722.34K	19	+0.06%
Jun 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.23%	28.25K	665.54K	-10.76K	-27.58%
Jun 30, 2025	LIDO ADVISORS, LLC	0.22%	27.41K	645.78K	2.2K	+8.73%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.22%	27.23K	641.63K	27.23K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	26.47K	623.26K	0	0
Jun 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.33%	40.1K	944.85K	-4.42K	-9.92%
Jun 30, 2025		0.46%	56.26K	1.33M	0	0
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.19%	23.69K	558.02K	-4.8K	-16.85%
Mar 31, 2025	CGN ADVISORS LLC	0.51%	58.5K	1.38M	-212	-0.36%
Mar 31, 2025	FARMERS NATIONAL BANK	0.54%	61.98K	1.46M	846	+1.38%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	0.56%	64.53K	1.52M	2.42K	+3.89%
Mar 31, 2025	RESONANT CAPITAL ADVISORS, LLC	0.59%	67.51K	1.59M	-4.2K	-5.86%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.59%	68.1K	1.61M	23.35K	+52.16%
Mar 31, 2025	HILLS BANK & TRUST CO	0.66%	75.63K	1.79M	47.15K	+165.59%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.81%	93.16K	2.2M	41	+0.04%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.88%	101.04K	2.39M	32.34K	+47.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.33%	152.57K	3.6M	-674	-0.44%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.61%	184.65K	4.36M	66.11K	+55.78%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.81%	207.98K	4.91M	207.98K	+100.00%
Mar 31, 2025	SIGNATUREFD, LLC	0.36%	41.65K	983.38K	32.58K	+359.37%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	211.45K	4.99M	12.05K	+6.04%
Mar 31, 2025	TRUIST FINANCIAL CORP	2.63%	302.15K	7.13M	1.94K	+0.65%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.69%	308.97K	7.3M	-5.95K	-1.89%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.69%	78.74K	1.86M	65.83K	+510.10%
Mar 31, 2025	COLONY GROUP, LLC	0.71%	80.92K	1.91M	5.04K	+6.64%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.73%	83.58K	1.97M	-8.96K	-9.69%
Mar 31, 2025	HOBBS GROUP ADVISORS, LLC	0.32%	36.33K	857.73K	-43	-0.12%
Mar 31, 2025	VOISARD ASSET MANAGEMENT GROUP, INC.	0.34%	38.56K	910.45K	19.59K	+103.20%
Mar 31, 2025	SENTINEL PENSION ADVISORS INC	0.34%	38.75K	914.8K	1.53K	+4.12%
Mar 31, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.34%	39.01K	920.93K	14.88K	+61.67%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.35%	40.5K	956.21K	-9.07K	-18.29%
Mar 31, 2025	MONECO ADVISORS, LLC	0.78%	89.55K	2.11M	29.25K	+48.50%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	1.61%	185.1K	4.37M	185.1K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	3.69%	423.04K	9.99M	63.31K	+17.60%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.4%	46.14K	1.09M	3.68K	+8.68%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.3%	34.04K	803.57K	0	0
Mar 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	0.41%	47.52K	1.11M	11.96K	+33.63%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.43%	49.86K	1.18M	607	+1.23%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.48%	55.37K	1.31M	1.94K	+3.62%
Mar 31, 2025	UBS GROUP AG	1.59%	182.47K	4.31M	12.94K	+7.63%
Mar 31, 2025	INVESCO LTD.	2.48%	283.95K	6.7M	37.52K	+15.22%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.56%	293.81K	6.94M	56.45K	+23.78%
Mar 31, 2025	KEY FINANCIAL INC	0.86%	98.21K	2.32M	9.17K	+10.29%
Mar 31, 2025	JANE STREET GROUP, LLC	1%	114.71K	2.71M	101.28K	+754.38%
Mar 31, 2025	ASSET DEDICATION, LLC	1%	114.87K	2.71M	5.08K	+4.63%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	1.07%	122.45K	2.89M	-4.88K	-3.83%
Mar 31, 2025		0.49%	56.26K	1.33M	11.19K	+24.81%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	1.29%	148.21K	3.5M	14.07K	+10.49%
Mar 31, 2025	PAULSON WEALTH MANAGEMENT INC.	0.39%	44.52K	1.05M	1.71K	+3.98%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.32%	151.4K	3.57M	29.18K	+23.87%
Mar 31, 2025	MORGAN STANLEY	4.43%	507.97K	11.99M	130.48K	+34.56%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.52%	633.37K	14.95M	33.99K	+5.67%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.98%	112.48K	2.66M	21.91K	+24.19%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1%	114.34K	2.7M	-101.39K	-47.00%
Mar 31, 2025	BROWN ADVISORY INC	0.3%	34.4K	812.18K	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.49%	56.27K	1.33M	1.15K	+2.09%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.5%	57.59K	1.36M	27.05K	+88.53%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.48%	55.39K	1.31M	5.15K	+10.25%

Frequently Asked Questions