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

Who are the major shareholders selling Strive Enhanced Income Short Maturity ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in BUXX by -48.25% restricting it's holding to 42.87 thousand shares of worth nearly $867.69K. NEWEDGE ADVISORS, LLC also lessened -5.92% of the BUXX shares from its portfolio, reducing its holding to 91.74 thousand shares of worth $1.86M. TCP ASSET MANAGEMENT, LLC also shunned BUXX shares holding by -11.15% last quarter which brought its holding to 109.25 thousand shares worth $2.21M.

Investors who are buying BUXX stock?

As per its latest 13F filing, B. RILEY WEALTH ADVISORS, INC. increased its stake in BUXX by 46.18% in the last quarter. The institutional holder raised its holding to 88.73 thousand shares having worth more than $1.79M. COMMONWEALTH EQUITY SERVICES, LLC also added 3.96% more shares of BUXX to its portfolio, raising its holding to 94.9 thousand shares of worth $1.92M. FOUNDATIONS INVESTMENT ADVISORS, LLC also increased its BUXX shares holding by 100% which brought its holding to 104.02 thousand shares worth $2.11M.

BUXX's major insiders: who are they?

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

Did an insider recently sell BUXX stock?

Company executives, directors, and other insiders own N/A percent of Strive Enhanced Income Short Maturity ETF's stock. Within the last six months, there have been 0 transaction(s) in which BUXX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BUXX stock?

There have been 0 transaction(s) during the past 6-months in which Strive Enhanced Income Short Maturity ETF insiders have bought stock, totalling 0 shares

How much of BUXX does insiders own?

Around 0 Strive Enhanced Income Short Maturity ETF shares are held by insiders, which represents about N/A of BUXX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BUXX?

B. RILEY WEALTH ADVISORS, INC. is the largest institutional owner in BUXX which holds 88.73 thousand shares worth $1.79M or 0.56% of the total BUXX shares outstanding followed by HIGHTOWER ADVISORS, LLC with ownership of 42.87 thousand shares representing 0.27% of the BUXX ownership. NEWEDGE ADVISORS, LLC is the third largest stakeholder with 91.74 thousand shares or 0.58% of the ownership worth more than $1.86M.

Is Strive Enhanced Income Short Maturity 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 BUXX is concerned, it is a stock which is not optionable.

Is there a short position on BUXX's shares?

Number of BUXX 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 BUXX shares are there?

As of today, null shares of BUXX are outstanding.

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

BUXX 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 BUXX is null.

Strive Enhanced Income Short Maturity ETF (BUXX) 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. B. RILEY WEALTH ADVISORS, INC. is the top corporate investor, holding 88.73K shares valued at $1.79M. A 0.56% stake in Strive Enhanced Income Short Maturity ETF is owned by the company. HIGHTOWER ADVISORS, LLC owns 42.87K shares valued at $867.69K, which translates its holding of 0.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.56%	88.73K	1.79M	28.03K	+46.18%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.27%	42.87K	867.69K	-39.97K	-48.25%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.58%	91.74K	1.86M	-5.77K	-5.92%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	94.9K	1.92M	3.61K	+3.96%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.66%	104.02K	2.11M	104.02K	+100.00%
Jun 30, 2026	TCP ASSET MANAGEMENT, LLC	0.69%	109.25K	2.21M	-13.71K	-11.15%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.71%	113.4K	2.3M	45.75K	+67.62%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.78%	123.44K	2.5M	-40.43K	-24.67%
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.8%	126.82K	2.57M	37.81K	+42.48%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.8%	127.33K	2.58M	-174.66K	-57.84%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.13%	179.99K	3.64M	47.91K	+36.27%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.24%	196.13K	3.97M	-247.32K	-55.77%
Jun 30, 2026	HAVEN PRIVATE, LLC	1.28%	202.8K	4.1M	68.63K	+51.15%
Jun 30, 2026	GRANTVEST FINANCIAL GROUP LLC	1.5%	237.77K	4.81M	493	+0.21%
Jun 30, 2026	WMG FINANCIAL ADVISORS, LLC	1.91%	302.69K	6.13M	147.48K	+95.02%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	2.4%	380.3K	7.7M	223.31K	+142.24%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	3.69%	584.62K	11.86M	75.31K	+14.79%
Jun 30, 2026		0.27%	42.73K	864.95K	-168.43K	-79.76%
Jun 30, 2026	NWAM LLC	0.89%	141.28K	2.86M	141.28K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.28%	44.05K	891.58K	7.51K	+20.54%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.51%	80.13K	1.62M	3.43K	+4.48%
Jun 30, 2026	PROSTATIS GROUP LLC	0.53%	83.7K	1.69M	-3.51K	-4.03%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.13%	20.99K	424.12K	-18.58K	-46.95%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	21.79K	441.09K	-13.52K	-38.29%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.32%	50.23K	1.02M	50.23K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.13%	20.79K	421K	20.79K	+100.00%
Jun 30, 2026	HICKS CAPITAL MANAGEMENT LLC	0.16%	25.32K	512.42K	-1.56K	-5.80%
Jun 30, 2026	SYNERGY ASSET MANAGEMENT, LLC	0.31%	48.66K	984.88K	48.66K	+100.00%
Jun 30, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.34%	53.95K	1.09M	4.8K	+9.76%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.38%	59.98K	1.21M	14.27K	+31.22%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.87%	138.72K	2.81M	23.64K	+20.54%
Jun 30, 2026	OXENFREE CAPITAL LLC	2.53%	401.16K	8.11M	169.84K	+73.42%
Jun 30, 2026	COPIA WEALTH MANAGEMENT	3.26%	517.62K	10.48M	42.05K	+8.84%
Jun 30, 2026	STIFEL FINANCIAL CORP	7.19%	1.14M	23.09M	-133.54K	-10.48%
Jun 30, 2026	HOLISTIC PLANNING, LLC	7.27%	1.15M	23.33M	101.75K	+9.68%
Jun 30, 2026	CANNON ADVISORS, INC.	0.09%	13.84K	280.04K	-11.19K	-44.71%
Jun 30, 2026	GWN SECURITIES INC.	0.09%	14.23K	288.01K	150	+1.07%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.09%	14.61K	295.69K	0	0
Jun 30, 2026	TRILOGY CAPITAL INC.	0.09%	14.96K	302.71K	30	+0.20%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.1%	16.2K	327.91K	-9.82K	-37.75%
Jun 30, 2026	BALBOA WEALTH PARTNERS	0.1%	16.4K	331.84K	490	+3.08%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.12%	18.85K	381.44K	2.5K	+15.29%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.12%	19.16K	387.88K	-78	-0.41%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	0.19%	30.11K	609.45K	30.11K	+100.00%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.22%	34.2K	692.13K	34.2K	+100.00%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.22%	34.69K	702.03K	-1.28K	-3.56%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.4%	63.3K	1.28M	63.3K	+100.00%
Jun 30, 2026	ERGAWEALTH ADVISORS, INC.	0.48%	76.76K	1.55M	-6.34K	-7.62%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.79%	124.76K	2.53M	-64.89K	-34.22%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	0.94%	149.23K	3.02M	149.23K	+100.00%
Jun 30, 2026	ROCKPORT WEALTH LLC	23.64%	3.75M	75.9M	65.66K	+1.78%
Jun 30, 2026	TCFG INVESTMENT ADVISORS, LLC	0.27%	42.73K	864.95K	-168.43K	-79.76%
Jun 30, 2026	ASCENT ADVISORS, LLC	0.31%	49.81K	1.01M	5.48K	+12.36%
Jun 30, 2026	FISCAL WISDOM WEALTH MANAGEMENT, LLC	0.34%	54.09K	1.09M	-6.44K	-10.63%
Jun 30, 2026	THRYVE WEALTH MANAGEMENT LLC	0.49%	78.34K	1.59M	6.68K	+9.33%
Jun 30, 2026	INDEPENDENT WEALTH NETWORK INC.	0.15%	23.5K	475.66K	-7.07K	-23.13%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.16%	24.7K	499.93K	0	0
Jun 30, 2026	CLG LLC	0.16%	25.13K	508.53K	-2.63K	-9.48%
Jun 30, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	0.23%	36.55K	739.78K	-4.19K	-10.28%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.26%	41.87K	847.46K	10.47K	+33.35%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.16%	26.02K	526.86K	6.86K	+35.82%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	91.29K	1.85M	-44.55K	-32.80%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.61%	97.5K	1.97M	50.82K	+108.85%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.73%	115.08K	2.33M	115.08K	+100.00%
Mar 31, 2026	TCP ASSET MANAGEMENT, LLC	0.78%	122.96K	2.49M	-4.64K	-3.64%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.83%	132.08K	2.68M	4.17K	+3.26%
Mar 31, 2026	HAVEN PRIVATE, LLC	0.85%	134.17K	2.72M	45.49K	+51.30%
Mar 31, 2026	WMG FINANCIAL ADVISORS, LLC	0.98%	155.21K	3.14M	142.71K	+1,141.68%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.99%	156.99K	3.18M	118.86K	+311.72%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	1.03%	163.87K	3.32M	-63.22K	-27.84%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.2%	189.65K	3.84M	166.78K	+729.11%
Mar 31, 2026		0.28%	44.33K	897.52K	44.33K	+100.00%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	1.33%	211.16K	4.27M	177.31K	+523.81%
Mar 31, 2026	GRANTVEST FINANCIAL GROUP LLC	1.5%	237.27K	4.8M	1.03K	+0.44%
Mar 31, 2026	OXENFREE CAPITAL LLC	1.46%	231.32K	4.68M	15.37K	+7.12%
Mar 31, 2026	HOLISTIC PLANNING, LLC	6.63%	1.05M	21.28M	162.03K	+18.22%
Mar 31, 2026	STIFEL FINANCIAL CORP	8.03%	1.27M	25.8M	633.68K	+98.93%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.08%	12.06K	244.13K	12.06K	+100.00%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.08%	12.24K	247.8K	-20.68K	-62.81%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.09%	14.61K	295.77K	90	+0.62%
Mar 31, 2026	TRILOGY CAPITAL INC.	0.09%	14.93K	302.18K	2.2K	+17.29%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0.1%	15.7K	317.85K	15.7K	+100.00%
Mar 31, 2026	BALBOA WEALTH PARTNERS	0.1%	15.91K	322K	125	+0.79%
Mar 31, 2026	ROCKPORT WEALTH LLC	23.23%	3.68M	74.59M	2.2M	+147.57%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.9%	301.99K	6.11M	-14.34K	-4.53%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	2.01%	318.43K	6.45M	111.23K	+53.68%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	3.21%	509.31K	10.34M	58.86K	+13.07%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.16%	24.7K	500.05K	3.2K	+14.88%
Mar 31, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	0.26%	40.74K	824.76K	-6.68K	-14.09%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	2.8%	443.45K	8.97M	326.46K	+279.03%
Mar 31, 2026	COPIA WEALTH MANAGEMENT	3%	475.57K	9.63M	76.9K	+19.29%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.1%	16.35K	330.93K	0	0
Mar 31, 2026	HICKS CAPITAL MANAGEMENT LLC	0.17%	26.88K	544.13K	-19.9K	-42.54%
Mar 31, 2026	CLG LLC	0.17%	27.76K	561.9K	-363	-1.29%
Mar 31, 2026	MCILRATH & ECK, LLC	11.49%	1.82M	36.89M	6.8K	+0.37%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.12%	19.24K	389.55K	790	+4.28%
Mar 31, 2026	CANNON ADVISORS, INC.	0.16%	25.04K	506.83K	-19.59K	-43.90%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0.19%	30.57K	618.91K	7.04K	+29.92%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.2%	31.4K	635.65K	-18.8K	-37.45%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.21%	34.01K	688.61K	34.01K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.22%	35.32K	714.97K	35.32K	+100.00%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.23%	35.97K	728.17K	-96.96K	-72.94%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.23%	36.55K	739.87K	-59.72K	-62.04%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.25%	39.57K	800.65K	20.81K	+110.92%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.29%	45.71K	924.93K	3.67K	+8.72%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.31%	49.16K	995.13K	25.37K	+106.66%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.32%	51.24K	1.04M	26.43K	+106.51%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.38%	60.7K	1.23M	28.65K	+89.40%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.43%	67.65K	1.37M	6.81K	+11.19%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.48%	76.69K	1.55M	7.44K	+10.74%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.52%	82.84K	1.68M	65.32K	+372.80%
Mar 31, 2026	ERGAWEALTH ADVISORS, INC.	0.52%	83.1K	1.68M	43.53K	+110.02%
Mar 31, 2026	PROSTATIS GROUP LLC	0.55%	87.21K	1.77M	142	+0.16%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.56%	89K	1.8M	39.99K	+81.59%
Dec 31, 2025	NBC SECURITIES, INC.	0%	643	13.01K	-197	-23.45%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	46.69K	944.91K	2.1K	+4.72%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.32%	50.2K	1.02M	50.2K	+100.00%
Dec 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.3%	47.42K	959.74K	-4.26K	-8.24%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.24%	38.13K	771.77K	8.06K	+26.80%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.15%	23.79K	481.43K	9.61K	+67.80%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.09%	14.52K	293.87K	14.52K	+100.00%
Dec 31, 2025	GWN SECURITIES INC.	0.09%	13.91K	281.55K	159	+1.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	3.27K	66.22K	3.27K	+100.00%
Dec 31, 2025	UBS GROUP AG	0%	765	15.48K	765	+100.00%
Dec 31, 2025	COPIA WEALTH MANAGEMENT	2.51%	398.67K	8.07M	41.66K	+11.67%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.99%	316.34K	6.4M	-17.86K	-5.34%
Dec 31, 2025	GRANTVEST FINANCIAL GROUP LLC	1.49%	236.25K	4.78M	-3.33K	-1.39%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	1.43%	227.09K	4.6M	-100.38K	-30.65%
Dec 31, 2025	OXENFREE CAPITAL LLC	1.36%	215.95K	4.37M	10.07K	+4.89%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.12%	18.76K	379.69K	18.76K	+100.00%
Dec 31, 2025	PROSTATIS GROUP LLC	0.55%	87.07K	1.76M	19.17K	+28.24%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.31%	49.01K	992.02K	4.82K	+10.92%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.2%	32.05K	648.61K	8.89K	+38.37%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.12%	18.45K	373.46K	-2.6K	-12.34%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	16.35K	330.84K	-2.4K	-12.80%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.15%	23.53K	476.25K	2.07K	+9.64%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2.84%	450.44K	9.12M	276.83K	+159.45%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	4.79K	97K	4.79K	+100.00%
Dec 31, 2025	MCILRATH & ECK, LLC	11.44%	1.82M	36.74M	-36.6K	-1.98%
Dec 31, 2025	ROCKPORT WEALTH LLC	9.38%	1.49M	30.12M	312.67K	+26.60%
Dec 31, 2025	CANNON ADVISORS, INC.	0.28%	44.63K	904.99K	3.24K	+7.83%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.27%	42.04K	850.93K	25.97K	+161.60%
Dec 31, 2025	ERGAWEALTH ADVISORS, INC.	0.25%	39.57K	800.84K	1.48K	+3.89%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.21%	33.85K	685.12K	33.85K	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.21%	32.92K	666.21K	2.31K	+7.54%
Dec 31, 2025	BALBOA WEALTH PARTNERS	0.1%	15.78K	319.39K	0	0
Dec 31, 2025	TRILOGY CAPITAL INC.	0.08%	12.73K	257.57K	60	+0.47%
Dec 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.08%	12.5K	253K	-10K	-44.44%
Dec 31, 2025	CWM, LLC	0.06%	10.13K	205K	2.33K	+29.86%
Dec 31, 2025	COLONY GROUP, LLC	0.19%	30K	608.4K	0	0
Dec 31, 2025	CLG LLC	0.18%	28.12K	569.11K	326	+1.17%
Dec 31, 2025	HOLISTIC PLANNING, LLC	5.61%	889.08K	17.99M	-47.84K	-5.11%
Dec 31, 2025	STIFEL FINANCIAL CORP	4.04%	640.57K	12.97M	-15.76K	-2.40%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.31%	207.2K	4.19M	21.11K	+11.34%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	135.85K	2.75M	135.85K	+100.00%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.84%	132.92K	2.69M	21.91K	+19.73%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	127.91K	2.59M	8.5K	+7.12%
Dec 31, 2025	TCP ASSET MANAGEMENT, LLC	0.8%	127.6K	2.58M	-18.23K	-12.50%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.74%	117K	2.37M	37.23K	+46.68%
Dec 31, 2025	HAVEN PRIVATE, LLC	0.56%	88.68K	1.79M	88.68K	+100.00%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.44%	69.26K	1.4M	-2.82K	-3.91%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.38%	60.84K	1.23M	2.02K	+3.43%
Dec 31, 2025	HICKS CAPITAL MANAGEMENT LLC	0.29%	46.77K	946.71K	46.77K	+100.00%
Dec 31, 2025		0.17%	26.17K	529.77K	-7.44K	-22.14%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.16%	24.81K	502.2K	24.81K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.16%	24.75K	500.98K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	22.87K	462.96K	-5.25K	-18.66%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.14%	21.5K	435.16K	0	0
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.12%	19.16K	387.81K	1.18K	+6.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0.11%	17.77K	359.67K	-23.3K	-56.73%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	17.52K	354.62K	5.18K	+41.99%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.11%	16.73K	339K	-1.18K	-6.56%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.61%	96.27K	1.95M	96.27K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.15%	23.16K	469.69K	23.16K	+100.00%
Sep 30, 2025	CANNON ADVISORS, INC.	0.27%	41.39K	842.21K	-3.42K	-7.62%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.47%	72.07K	1.46M	11.99K	+19.95%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.52%	79.77K	1.62M	79.77K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.14%	173.61K	3.53M	97.74K	+128.82%
Sep 30, 2025	OXENFREE CAPITAL LLC	1.35%	205.88K	4.18M	-32.58K	-13.66%
Sep 30, 2025	CLG LLC	0.18%	27.79K	563.63K	-9.03K	-24.52%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	28.12K	570.32K	8.81K	+45.62%
Sep 30, 2025	COLONY GROUP, LLC	0.2%	30K	608.4K	-141	-0.47%
Sep 30, 2025	TCP ASSET MANAGEMENT, LLC	0.96%	145.82K	2.96M	-888.97K	-85.91%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.73%	111.02K	2.25M	29.69K	+36.51%
Sep 30, 2025	PARK EDGE ADVISORS, LLC	0.84%	127.72K	2.59M	-32.46K	-20.27%
Sep 30, 2025	COPIA WEALTH MANAGEMENT	2.34%	357.01K	7.24M	27.91K	+8.48%
Sep 30, 2025	MCILRATH & ECK, LLC	12.16%	1.85M	37.55M	9.75K	+0.53%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.14%	21.46K	435.23K	21.46K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0%	0	-	-17.97K	-100.00%
Sep 30, 2025	L.M. KOHN & COMPANY	0%	0	-	-99.65K	-100.00%
Sep 30, 2025	HOWE & RUSLING INC	0%	0	-	-5.5K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-129.74K	-100.00%
Sep 30, 2025	ASSETMARK, INC	0%	76	1.54K	-15	-16.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	676	13.71K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.13%	20.24K	410.48K	20.24K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	30.07K	609.87K	-1.18K	-3.76%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	5K	101.4K	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.2%	30.61K	622.88K	-215.52K	-87.56%
Sep 30, 2025		0.22%	33.62K	683.43K	33.62K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.12%	17.9K	363K	9.28K	+107.54%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.12%	17.98K	364.59K	-871	-4.62%
Sep 30, 2025	GRANTVEST FINANCIAL GROUP LLC	1.57%	239.58K	4.86M	-6.46K	-2.63%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	2.15%	327.47K	6.64M	10.1K	+3.18%
Sep 30, 2025	CWM, LLC	0.05%	7.8K	158K	4.25K	+119.62%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	2K	40.56K	2K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.78%	119.41K	2.43M	65.25K	+120.48%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.22%	186.1K	3.77M	-3.17K	-1.67%
Sep 30, 2025	ERGAWEALTH ADVISORS, INC.	0.25%	38.09K	772.38K	38.09K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	12.34K	250.26K	-3.11K	-20.13%
Sep 30, 2025	JANE STREET GROUP, LLC	0.27%	41.07K	832.84K	-47.91K	-53.85%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.29%	44.58K	904.09K	11.16K	+33.39%
Sep 30, 2025	NBC SECURITIES, INC.	0.01%	840	17.04K	840	+100.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	18.75K	380.17K	0	0
Sep 30, 2025	TRILOGY CAPITAL INC.	0.08%	12.67K	256.87K	24	+0.19%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.11%	16.07K	325.91K	16.07K	+100.00%
Sep 30, 2025	GWN SECURITIES INC.	0.09%	13.75K	279K	-523	-3.66%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.29%	44.19K	896.16K	1.06K	+2.45%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.09%	14.18K	287.47K	1K	+7.59%
Sep 30, 2025	BALBOA WEALTH PARTNERS	0.1%	15.78K	320.02K	795	+5.31%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.12%	17.62K	357.37K	-12.83K	-42.13%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	21.05K	426.89K	21.05K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.16%	24.75K	501.97K	24.75K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.39%	58.83K	1.19M	11.81K	+25.13%
Sep 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.42%	64.24K	1.3M	9.05K	+16.39%
Sep 30, 2025	PROSTATIS GROUP LLC	0.45%	67.89K	1.38M	-7.76K	-10.26%
Sep 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.34%	51.67K	1.05M	14.96K	+40.74%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.19%	334.2K	6.78M	77.23K	+30.05%
Sep 30, 2025	ROCKPORT WEALTH LLC	7.72%	1.18M	23.84M	1.16M	+10,563.22%
Sep 30, 2025	STIFEL FINANCIAL CORP	4.31%	656.32K	13.31M	-209.17K	-24.17%
Sep 30, 2025	HOLISTIC PLANNING, LLC	6.15%	936.92K	19M	-51.01K	-5.16%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.14%	21.5K	436.02K	21.5K	+100.00%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.15%	22.5K	456.3K	-1K	-4.26%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	15.45K	313.94K	-5.6K	-26.60%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.21%	30.45K	618.72K	-5.58K	-15.49%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	691	14.04K	-490	-41.49%
Jun 30, 2025		0.02%	3.31K	67.61K	2.26K	+215.02%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.16%	23.5K	477.52K	-1.5K	-6.00%
Jun 30, 2025	COLONY GROUP, LLC	0.2%	30.14K	612.47K	30.14K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.51%	75.87K	1.54M	48.92K	+181.48%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.55%	81.32K	1.65M	9.07K	+12.56%
Jun 30, 2025	JANE STREET GROUP, LLC	0.6%	88.98K	1.81M	60.48K	+212.21%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	129.74K	2.64M	129.74K	+100.00%
Jun 30, 2025	ROCKPORT WEALTH LLC	0.07%	11.03K	224.03K	11.03K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.32%	47.01K	955.28K	47.01K	+100.00%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.02%	3.31K	67.61K	2.26K	+215.02%
Jun 30, 2025	CLG LLC	0.25%	36.82K	748.16K	-1.54K	-4.01%
Jun 30, 2025	CANNON ADVISORS, INC.	0.3%	44.8K	910.37K	353	+0.79%
Jun 30, 2025	HICKS CAPITAL MANAGEMENT LLC	0.39%	57.45K	1.17M	13.1K	+29.52%
Jun 30, 2025	GRANTVEST FINANCIAL GROUP LLC	1.66%	246.04K	5M	59.26K	+31.73%
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	2.14%	317.37K	6.45M	20.07K	+6.75%
Jun 30, 2025	COPIA WEALTH MANAGEMENT	2.22%	329.11K	6.69M	65.57K	+24.88%
Jun 30, 2025	STRIVE ASSET MANAGEMENT, LLC	0.37%	55.19K	1.12M	37.04K	+204.09%
Jun 30, 2025	CWM, LLC	0.02%	3.55K	72K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	4.99K	101.46K	4.99K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	5K	101.6K	5K	+100.00%
Jun 30, 2025	HOWE & RUSLING INC	0.04%	5.5K	111.76K	0	0
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.06%	8.63K	175K	8.63K	+100.00%
Jun 30, 2025	TRILOGY CAPITAL INC.	0.09%	12.64K	256.89K	24	+0.19%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.09%	13.18K	267.72K	2.68K	+25.54%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.41%	60.09K	1.22M	44.03K	+274.29%
Jun 30, 2025	PROSTATIS GROUP LLC	0.51%	75.65K	1.54M	10.2K	+15.59%
Jun 30, 2025	L.M. KOHN & COMPANY	0.67%	99.65K	2.02M	45.16K	+82.88%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.96%	142.38K	2.89M	-36.12K	-20.24%
Jun 30, 2025	PARK EDGE ADVISORS, LLC	1.08%	160.18K	3.25M	-9.25K	-5.46%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.28%	189.26K	3.85M	103.54K	+120.78%
Jun 30, 2025	OXENFREE CAPITAL LLC	1.61%	238.46K	4.85M	23.81K	+11.09%
Jun 30, 2025	MUTUAL ADVISORS, LLC	1.66%	246.13K	5.02M	53.45K	+27.74%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.74%	256.97K	5.22M	91.19K	+55.01%
Jun 30, 2025	STIFEL FINANCIAL CORP	5.84%	865.49K	17.59M	484.01K	+126.88%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	17.97K	365.18K	-5.48K	-23.36%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	31.25K	635K	6.21K	+24.82%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.09%	13.23K	268.77K	3.38K	+34.28%
Jun 30, 2025	GWN SECURITIES INC.	0.1%	14.27K	290.14K	-3.38K	-19.14%
Jun 30, 2025	BALBOA WEALTH PARTNERS	0.1%	14.99K	304.5K	485	+3.34%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.13%	18.75K	380.92K	0	0
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	18.85K	383K	964	+5.39%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	19.31K	392.43K	19.31K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.16%	23.5K	477.52K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.23%	33.42K	679.13K	33.42K	+100.00%
Jun 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.25%	36.72K	746.07K	21.16K	+136.07%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.29%	43.13K	876.43K	2.87K	+7.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	54.16K	1.1M	27.27K	+101.44%
Jun 30, 2025	HOLISTIC PLANNING, LLC	6.67%	987.93K	20.07M	172.05K	+21.09%
Jun 30, 2025	TCP ASSET MANAGEMENT, LLC	6.99%	1.03M	21.03M	152.16K	+17.24%
Jun 30, 2025	MCILRATH & ECK, LLC	12.44%	1.84M	37.43M	-37.07K	-1.97%
Jun 30, 2025	CITADEL ADVISORS LLC	0.17%	25.52K	518.55M	-34.62K	-57.56%
Mar 31, 2025		0.01%	1.05K	21.37K	1.05K	+100.00%
Mar 31, 2025	GWN SECURITIES INC.	0.13%	17.65K	358.52K	17.65K	+100.00%
Mar 31, 2025	HOWE & RUSLING INC	0.04%	5.5K	111.71K	5.5K	+100.00%
Mar 31, 2025	CWM, LLC	0.03%	3.55K	72K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.01%	1.18K	24.07K	688	+139.55%
Mar 31, 2025	MUTUAL ADVISORS, LLC	1.4%	192.68K	3.93M	21.29K	+12.42%
Mar 31, 2025	MCILRATH & ECK, LLC	13.63%	1.88M	38.16M	34.92K	+1.89%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.52%	72.25K	1.47M	-10.38K	-12.56%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-28.12K	-100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.2%	165.78K	3.37M	55.83K	+50.78%
Mar 31, 2025	TCP ASSET MANAGEMENT, LLC	6.4%	882.64K	17.93M	36.19K	+4.28%
Mar 31, 2025	HOLISTIC PLANNING, LLC	5.92%	815.88K	16.57M	247.27K	+43.49%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.77%	381.48K	7.75M	166.29K	+77.28%
Mar 31, 2025	WT WEALTH MANAGEMENT	0.26%	36.03K	731.75K	1.76K	+5.14%
Mar 31, 2025	JANE STREET GROUP, LLC	0.21%	28.5K	578.84K	15.95K	+127.02%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	26.96K	548K	26.96K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	26.89K	546.32K	2.04K	+8.20%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	23.45K	476.28K	-13.1K	-35.84%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.15%	21.05K	427.53K	-583	-2.69%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	18.75K	380.73K	4.51K	+31.69%
Mar 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.11%	15.55K	315.88K	4.12K	+35.99%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	175	3.55K	175	+100.00%
Mar 31, 2025	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.18%	25.03K	508K	1.42K	+6.03%
Mar 31, 2025	STRIVE ASSET MANAGEMENT, LLC	0.13%	18.15K	368.63K	18.15K	+100.00%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	17.88K	363.23K	5.56K	+45.09%
Mar 31, 2025	COMERICA BANK	0%	0	-	-326	-100.00%
Mar 31, 2025	OXENFREE CAPITAL LLC	1.56%	214.65K	4.37M	5.72K	+2.74%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.29%	40.26K	817.75K	40.26K	+100.00%
Mar 31, 2025	PFG ADVISORS	0.16%	21.43K	435.2K	-8.67K	-28.81%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	9.85K	200.05K	9.85K	+100.00%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.08%	10.5K	213.15K	10.5K	+100.00%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.08%	10.9K	221.38K	10.9K	+100.00%
Mar 31, 2025	PARK EDGE ADVISORS, LLC	1.23%	169.43K	3.44M	-2.32K	-1.35%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.62%	85.73K	1.74M	70.99K	+481.59%
Mar 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.18%	25K	507.75K	6.5K	+35.14%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.17%	23.5K	479.29K	8.5K	+56.67%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.62%	85.73K	1.74M	70.99K	+481.59%
Mar 31, 2025	MORGAN STANLEY	0%	289	5.87K	0	0
Mar 31, 2025	PROSTATIS GROUP LLC	0.47%	65.45K	1.33M	-3.4K	-4.94%
Mar 31, 2025	CITADEL ADVISORS LLC	0.44%	60.14K	1.22M	60.14K	+100.00%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.12%	16.05K	326.06K	505	+3.25%
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.11%	14.5K	294.5K	14.5K	+100.00%
Mar 31, 2025	TRILOGY CAPITAL INC.	0.09%	12.62K	256.27K	-68	-0.54%
Mar 31, 2025	L.M. KOHN & COMPANY	0.4%	54.49K	1.11M	-95.68K	-63.72%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	1.29%	178.5K	3.63M	178.5K	+100.00%

Frequently Asked Questions