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

Who are the major shareholders selling Eventide High Dividend ETF stock?

O'CONNOR FINANCIAL GROUP LLC, in the last quarter, reduced its stake in ELCV by -0.37% restricting it's holding to 206.66 thousand shares of worth nearly $5.73M. CITADEL ADVISORS LLC also lessened -100% of the ELCV shares from its portfolio, reducing its holding to 0 shares of worth -. RAYMOND JAMES FINANCIAL INC also shunned ELCV shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying ELCV stock?

As per its latest 13F filing, ONEASCENT INVESTMENT SOLUTIONS LLC increased its stake in ELCV by 1.24% in the last quarter. The institutional holder raised its holding to 8.16 thousand shares having worth more than $216.60K. BEDEL FINANCIAL CONSULTING, INC. also added 0.08% more shares of ELCV to its portfolio, raising its holding to 8.53 thousand shares of worth $226.47K. CORNERSTONE WEALTH MANAGEMENT, LLC also increased its ELCV shares holding by 0.18% which brought its holding to 8.69 thousand shares worth $230.63K.

ELCV's major insiders: who are they?

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

Did an insider recently sell ELCV stock?

Company executives, directors, and other insiders own N/A percent of Eventide High Dividend ETF's stock. Within the last six months, there have been 0 transaction(s) in which ELCV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ELCV stock?

There have been 0 transaction(s) during the past 6-months in which Eventide High Dividend ETF insiders have bought stock, totalling 0 shares

How much of ELCV does insiders own?

Around 0 Eventide High Dividend ETF shares are held by insiders, which represents about N/A of ELCV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ELCV?

O'CONNOR FINANCIAL GROUP LLC is the largest institutional owner in ELCV which holds 206.66 thousand shares worth $5.73M or 3.78% of the total ELCV shares outstanding followed by ONEASCENT INVESTMENT SOLUTIONS LLC with ownership of 8.16 thousand shares representing 0.15% of the ELCV ownership. BEDEL FINANCIAL CONSULTING, INC. is the third largest stakeholder with 8.53 thousand shares or 0.16% of the ownership worth more than $226.47K.

Is Eventide High Dividend 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 ELCV is concerned, it is a stock which is not optionable.

Is there a short position on ELCV's shares?

Number of ELCV 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 ELCV shares are there?

As of today, null shares of ELCV are outstanding.

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

ELCV 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 ELCV is null.

Eventide High Dividend ETF (ELCV) 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. O'CONNOR FINANCIAL GROUP LLC is the top corporate investor, holding 206.66K shares valued at $5.73M. A 3.78% stake in Eventide High Dividend ETF is owned by the company. ONEASCENT INVESTMENT SOLUTIONS LLC owns 8.16K shares valued at $216.60K, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	O'CONNOR FINANCIAL GROUP LLC	3.78%	206.66K	5.73M	-767	-0.37%
Dec 31, 2025	ONEASCENT INVESTMENT SOLUTIONS LLC	0.15%	8.16K	216.6K	100	+1.24%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.16%	8.53K	226.47K	7	+0.08%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-9.66K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.67K	-100.00%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	8.69K	230.63K	16	+0.18%
Dec 31, 2025	CX INSTITUTIONAL	0.17%	9.4K	249K	7.22K	+331.50%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.17%	9.44K	250.56K	-3.61K	-27.64%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	9.65K	256.06K	1.25K	+14.94%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	10.11K	268.39K	0	0
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.19%	10.57K	280.61K	2.15K	+25.59%
Dec 31, 2025	BETTERMENT LLC	0.21%	11.61K	308K	263	+2.32%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.67%	36.55K	970.04K	483	+1.34%
Dec 31, 2025	LPL FINANCIAL LLC	4.51%	247.64K	6.57M	56.2K	+29.35%
Dec 31, 2025	LVZ, INC.	2.88%	158.43K	4.2M	684	+0.43%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.7%	38.17K	1.01M	-13.83K	-26.59%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	0.76%	41.73K	1.11M	1.84K	+4.62%
Dec 31, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.78%	42.72K	1.13M	-475	-1.10%
Dec 31, 2025	MONEYWISE, INC.	1%	54.83K	1.46M	5.34K	+10.80%
Dec 31, 2025	STRATEGIC EQUITY MANAGEMENT	1.26%	69.19K	1.84M	9.28K	+15.48%
Dec 31, 2025	ASSETMARK, INC	0.01%	311	8.25K	0	0
Dec 31, 2025	LGT FINANCIAL ADVISORS LLC	0.01%	372	9.87K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	971	25.77K	102	+11.74%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.06%	3.02K	80.23K	0	0
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.74%	94.95K	2.52M	-220.68K	-69.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	4.11K	109.16K	824	+25.08%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.08%	4.64K	123K	77	+1.69%
Dec 31, 2025		0.14%	7.89K	209.29K	-2.74K	-25.75%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.21%	11.69K	310.12K	-728	-5.86%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.23%	12.34K	327.5K	1.4K	+12.83%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	17.8K	472.47K	13.58K	+321.85%
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	26.1K	693K	26.1K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.35%	76.88K	2.04M	20.28K	+35.82%
Dec 31, 2025	VALMARK ADVISERS, INC.	1.44%	79.05K	2.1M	3.57K	+4.72%
Dec 31, 2025	AMBASSADOR ADVISORS, LLC	9.82%	538.23K	14.28M	-5.32K	-0.98%
Dec 31, 2025	ONEASCENT WEALTH MANAGEMENT LLC	5.16%	283.52K	7.52M	4.29K	+1.53%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.21%	394.55K	10.76M	221.4K	+127.87%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	15.56K	412.91K	15.56K	+100.00%
Dec 31, 2025	BARE FINANCIAL SERVICES, INC	7.54%	414.55K	11M	69.62K	+20.18%
Dec 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0%	0	-	-8.82K	-100.00%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-273.97K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-8.58K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	70	1.86K	-1.04K	-93.68%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	240	6.37K	-377	-61.10%
Dec 31, 2025	VALUES FIRST ADVISORS, INC.	0.24%	13.07K	347K	4.52K	+52.77%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	14.98K	397.68K	3.56K	+31.16%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.34%	18.54K	492.02K	2.47K	+15.34%
Dec 31, 2025	IFP ADVISORS, INC	0.4%	21.92K	581.84K	193	+0.89%
Dec 31, 2025	GTS SECURITIES LLC	0.49%	26.81K	711.62K	16.76K	+166.69%
Dec 31, 2025	AIFG CONSULTANTS LTD.	0.55%	30.18K	801K	3.87K	+14.72%
Dec 31, 2025	ONEASCENT FAMILY OFFICE, LLC	0.56%	30.96K	821.69K	2.02K	+6.97%
Dec 31, 2025	SAGEOAK FINANCIAL, LLC	0.59%	32.31K	857.38K	331	+1.04%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	10.26%	562.56K	14.93M	23.7K	+4.40%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	19.49%	1.07M	28.43M	390.95K	+57.46%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	2.53%	138.4K	3.67M	7.56K	+5.78%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.29K	88.03K	2.04K	+163.51%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	9.84%	538.86K	14.41M	28.25K	+5.53%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	5.1%	279.23K	7.47M	14.68K	+5.55%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	5.01%	273.97K	7.33M	462	+0.17%
Sep 30, 2025	VALMARK ADVISERS, INC.	1.38%	75.48K	2.02M	7.13K	+10.43%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0%	1	27	0	0
Sep 30, 2025	RFG ADVISORY, LLC	0%	0	-	-17.05K	-100.00%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-10.46K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-44.96K	-100.00%
Sep 30, 2025	STRATEGIC EQUITY MANAGEMENT	1.09%	59.91K	1.6M	22.14K	+58.63%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.23%	12.41K	331.97K	12.41K	+100.00%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	8.67K	231.98K	8.67K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.16%	8.58K	229.4K	8.58K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	4.22K	113.43K	4.22K	+100.00%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	2.39%	130.84K	3.5M	1.02K	+0.79%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.66%	36.07K	964.53K	3.27K	+9.97%
Sep 30, 2025	SAGEOAK FINANCIAL, LLC	0.58%	31.97K	855.08K	365	+1.15%
Sep 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.53%	28.94K	774.02K	-6.22K	-17.68%
Sep 30, 2025	AIFG CONSULTANTS LTD.	0.48%	26.31K	703.58K	-3.21K	-10.87%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	11.42K	305.52K	11.42K	+100.00%
Sep 30, 2025	BETTERMENT LLC	0.21%	11.34K	303K	11.34K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	10.94K	292.49K	10.94K	+100.00%
Sep 30, 2025		0.19%	10.62K	284.04K	-2.44K	-18.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	10.11K	270.45K	0	0
Sep 30, 2025	GTS SECURITIES LLC	0.18%	10.05K	268.87K	-21.19K	-67.82%
Sep 30, 2025	CITADEL ADVISORS LLC	0.18%	9.66K	258.36K	9.66K	+100.00%
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	9.93%	543.55K	14.54M	-364.37K	-40.13%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	12.43%	680.4K	18.2M	-220.59K	-24.48%
Sep 30, 2025	BARE FINANCIAL SERVICES, INC	6.3%	344.93K	9.22M	344.93K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	5.77%	315.63K	8.44M	-18.62K	-5.57%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.03%	56.61K	1.51M	-74.75K	-56.91%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.95%	52K	1.39M	-274	-0.52%
Sep 30, 2025	MONEYWISE, INC.	0.9%	49.49K	1.32M	19.19K	+63.35%
Sep 30, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.79%	43.19K	1.16M	-999	-2.26%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.73%	39.89K	1.07M	12.12K	+43.67%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.29%	16.07K	429.88K	16.07K	+100.00%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.16%	8.82K	235.76K	8.82K	+100.00%
Sep 30, 2025	ASSETMARK, INC	0.01%	311	8.32K	311	+100.00%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.06%	3.02K	80.84K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0.04%	2.18K	58K	2.18K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.02%	1.11K	29.61K	1.11K	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	869	23.24K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.24%	13.05K	348.92K	-24.78K	-65.51%
Sep 30, 2025	VALUES FIRST ADVISORS, INC.	0.16%	8.56K	228.89K	2.37K	+38.21%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.16%	8.53K	228.01K	8.53K	+100.00%
Sep 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.15%	8.42K	225.15K	8.42K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	617	16.5K	0	0
Sep 30, 2025	O'CONNOR FINANCIAL GROUP LLC	3.79%	207.43K	5.55M	-2.52K	-1.20%
Sep 30, 2025	LPL FINANCIAL LLC	3.5%	191.44K	5.12M	67.94K	+55.01%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.16%	173.15K	4.65M	3.37K	+1.98%
Sep 30, 2025	LVZ, INC.	2.88%	157.75K	4.22M	39.87K	+33.82%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-4	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-542	-100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	8.39K	224.48K	-6.74K	-44.52%
Sep 30, 2025	ONEASCENT INVESTMENT SOLUTIONS LLC	0.15%	8.06K	215.57K	-1.13K	-12.33%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	7.67K	205.09K	1.25K	+19.40%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.08%	4.56K	122K	4.56K	+100.00%
Sep 30, 2025	LGT FINANCIAL ADVISORS LLC	0.01%	372	9.95K	372	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.4%	21.73K	581.12K	625	+2.96%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.21%	10.46K	265.63K	10.46K	+100.00%
Jun 30, 2025	AIFG CONSULTANTS LTD.	0.58%	29.52K	749.85K	29.52K	+100.00%
Jun 30, 2025	MONEYWISE, INC.	0.6%	30.3K	769.59K	1.41K	+4.86%
Jun 30, 2025	GTS SECURITIES LLC	0.62%	31.24K	793.64K	8.57K	+37.77%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.65%	32.8K	833.18K	408	+1.26%
Jun 30, 2025	RFG ADVISORY, LLC	0.34%	17.05K	433.22K	1.35K	+8.60%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.73%	37.18K	944.43K	37.18K	+100.00%
Jun 30, 2025	STRATEGIC EQUITY MANAGEMENT	0.75%	37.77K	959.48K	7.01K	+22.79%
Jun 30, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.87%	44.19K	1.12M	-1.75K	-3.80%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.89%	44.96K	1.14M	44.96K	+100.00%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.03%	52.28K	1.33M	17.09K	+48.59%
Jun 30, 2025	LVZ, INC.	2.33%	117.88K	2.99M	-3.61K	-2.97%
Jun 30, 2025		0.26%	13.07K	331.89K	975	+8.06%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.2%	10.11K	256.9K	76	+0.76%
Jun 30, 2025	AMBASSADOR ADVISORS, LLC	17.91%	907.92K	23.06M	50.5K	+5.89%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	17.78%	901K	22.9M	193.15K	+27.29%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	10.08%	510.61K	12.97M	495.48K	+3,276.12%
Jun 30, 2025	ATRIA INVESTMENTS, INC	6.6%	334.25K	8.49M	56.51K	+20.35%
Jun 30, 2025	VALMARK ADVISERS, INC.	1.35%	68.35K	1.74M	40.31K	+143.75%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	2.56%	129.82K	3.3M	-30.4K	-18.97%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.06%	3.02K	76.79K	1.49K	+97.32%
Jun 30, 2025	VALUES FIRST ADVISORS, INC.	0.12%	6.19K	157.27K	695	+12.64%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.55%	27.76K	705.24K	1.8K	+6.92%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	5.4%	273.51K	6.95M	10.94K	+4.17%
Jun 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	5.22%	264.55K	6.72M	25.42K	+10.63%
Jun 30, 2025	O'CONNOR FINANCIAL GROUP LLC	4.14%	209.94K	5.38M	209.94K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	6.42K	163.16K	6.42K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.35%	169.78K	4.35M	27.27K	+19.14%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.59%	131.36K	3.34M	15.79K	+13.66%
Jun 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.69%	35.16K	893K	1.17K	+3.43%
Jun 30, 2025	SAGEOAK FINANCIAL, LLC	0.62%	31.61K	802.96K	31.61K	+100.00%
Jun 30, 2025	ONEASCENT INVESTMENT SOLUTIONS LLC	0.18%	9.2K	234K	9.2K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.25K	31.67K	1.25K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	2.44%	123.5K	3.14M	80.95K	+190.22%
Jun 30, 2025	IFP ADVISORS, INC	0.42%	21.11K	536.13K	20.06K	+1,910.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	15.13K	384.32K	-42.97K	-73.96%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	869	22.08K	153	+21.37%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	617	15.67K	-1.11K	-64.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	542	14K	542	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	4	102	-221	-98.22%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0%	1	25	1	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-12.52K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.6K	-100.00%
Jun 30, 2025	BARE FINANCIAL SERVICES, INC	0%	0	-	-899	-100.00%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.9%	35.18K	875.68K	-22.38K	-38.88%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.66%	142.51K	3.55M	127.39K	+842.81%
Mar 31, 2025	ATRIA INVESTMENTS, INC	7.13%	277.74K	6.91M	-274.64K	-49.72%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	18.17%	707.84K	17.63M	117.09K	+19.82%
Mar 31, 2025	JANE STREET GROUP, LLC	0.37%	14.6K	363.29K	-6.83K	-31.89%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.39%	15.12K	376.45K	3.89K	+34.57%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.83%	32.39K	806.18K	31.55K	+3,769.77%
Mar 31, 2025	AMBASSADOR ADVISORS, LLC	22.01%	857.41K	21.34M	14.31K	+1.70%
Mar 31, 2025		0.87%	33.99K	846K	14.58K	+75.06%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.49%	58.1K	1.45M	17.52K	+43.17%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.97%	115.57K	2.88M	21.67K	+23.08%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	4.11%	160.21K	3.99M	8.63K	+5.69%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	716	17.82K	0	0
Mar 31, 2025	BARE FINANCIAL SERVICES, INC	0.02%	899	22.38K	899	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.03%	1.05K	26.13K	100	+10.53%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.04%	1.53K	38.13K	804	+110.44%
Mar 31, 2025	LPL FINANCIAL LLC	1.09%	42.55K	1.06M	42.55K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1	-100.00%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.67%	25.97K	646.27K	11.55K	+80.12%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.72%	28.04K	697.94K	4.66K	+19.95%
Mar 31, 2025	STRATEGIC EQUITY MANAGEMENT	0.79%	30.76K	765.62K	30.76K	+100.00%
Mar 31, 2025	ONEASCENT WEALTH MANAGEMENT LLC	6.14%	239.14K	5.95M	45.47K	+23.48%
Mar 31, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	1.18%	45.94K	1.14M	45.94K	+100.00%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	6.74%	262.56K	6.54M	188.87K	+256.27%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	225	5.6K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	1.72K	42.89K	-34.98K	-95.31%
Mar 31, 2025	VALUES FIRST ADVISORS, INC.	0.14%	5.5K	136.75K	-2.36K	-30.04%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	10.04K	249.82K	10.04K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.32%	12.52K	311.57K	-3.75K	-23.04%
Mar 31, 2025	RFG ADVISORY, LLC	0.4%	15.7K	390.85K	15.7K	+100.00%
Mar 31, 2025	GTS SECURITIES LLC	0.58%	22.68K	564.43K	308	+1.38%
Mar 31, 2025	MONEYWISE, INC.	0.74%	28.89K	719.08K	28.89K	+100.00%
Mar 31, 2025	LVZ, INC.	3.12%	121.49K	3.02M	121.49K	+100.00%

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