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

Who are the major shareholders selling Eaton Vance Total Return Bond ETF stock?

BOUVEL INVESTMENT PARTNERS, LLC, in the last quarter, reduced its stake in EVTR by -2.01% restricting it's holding to 261.07 thousand shares of worth nearly $13.25M. VICTORY FINANCIAL GROUP, LLC also lessened -10.24% of the EVTR shares from its portfolio, reducing its holding to 328.03 thousand shares of worth $16.65M. HORIZON WEALTH MANAGEMENT, LLC also shunned EVTR shares holding by -59.86% last quarter which brought its holding to 240.7 thousand shares worth $12.22M.

Investors who are buying EVTR stock?

As per its latest 13F filing, QUADCAP WEALTH MANAGEMENT, LLC increased its stake in EVTR by 12.58% in the last quarter. The institutional holder raised its holding to 465.29 thousand shares having worth more than $23.61M. WESTERN WEALTH MANAGEMENT, LLC also added 9.49% more shares of EVTR to its portfolio, raising its holding to 244.19 thousand shares of worth $12.39M. also increased its EVTR shares holding by 18.12% which brought its holding to 249.16 thousand shares worth $12.64M.

EVTR's major insiders: who are they?

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

Did an insider recently sell EVTR stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance Total Return Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which EVTR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EVTR stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Total Return Bond ETF insiders have bought stock, totalling 0 shares

How much of EVTR does insiders own?

Around 0 Eaton Vance Total Return Bond ETF shares are held by insiders, which represents about N/A of EVTR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EVTR?

QUADCAP WEALTH MANAGEMENT, LLC is the largest institutional owner in EVTR which holds 465.29 thousand shares worth $23.61M or 0.75% of the total EVTR shares outstanding followed by WESTERN WEALTH MANAGEMENT, LLC with ownership of 244.19 thousand shares representing 0.39% of the EVTR ownership. is the third largest stakeholder with 249.16 thousand shares or 0.4% of the ownership worth more than $12.64M.

Is Eaton Vance Total Return 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 EVTR is concerned, it is a stock which is not optionable.

Is there a short position on EVTR's shares?

Number of EVTR 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 EVTR shares are there?

As of today, null shares of EVTR are outstanding.

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

EVTR 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 EVTR is null.

Eaton Vance Total Return Bond ETF (EVTR) 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. QUADCAP WEALTH MANAGEMENT, LLC is the top corporate investor, holding 465.29K shares valued at $23.61M. A 0.75% stake in Eaton Vance Total Return Bond ETF is owned by the company. WESTERN WEALTH MANAGEMENT, LLC owns 244.19K shares valued at $12.39M, which translates its holding of 0.39% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.75%	465.29K	23.61M	52K	+12.58%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.39%	244.19K	12.39M	21.16K	+9.49%
Mar 31, 2026		0.4%	249.16K	12.64M	38.22K	+18.12%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.41%	253.2K	12.85M	50.59K	+24.97%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	258.55K	13.12M	106.51K	+70.06%
Mar 31, 2026	BOUVEL INVESTMENT PARTNERS, LLC	0.42%	261.07K	13.25M	-5.35K	-2.01%
Mar 31, 2026	DESTINY WEALTH PARTNERS, LLC	0.47%	289.79K	14.71M	1.13K	+0.39%
Mar 31, 2026	VICTORY FINANCIAL GROUP, LLC	0.53%	328.03K	16.65M	-37.43K	-10.24%
Mar 31, 2026	COIGN CAPITAL ADVISORS LLC	0.56%	343.42K	17.43M	7.52K	+2.24%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.47%	291.62K	14.8M	30.48K	+11.67%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.76%	472.61K	23.98M	104.49K	+28.39%
Mar 31, 2026	VALLEY FINANCIAL GROUP, INC.	0.84%	519.23K	26.35M	22.45K	+4.52%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.02%	632.29K	32.09M	137.33K	+27.75%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.09%	676.38K	34.33M	208.04K	+44.42%
Mar 31, 2026	ALPS ADVISORS INC	1.64%	1.02M	51.62M	1.02M	+100.00%
Mar 31, 2026	HERITAGE WEALTH MANAGEMENT, INC.	0.12%	74.04K	3.76M	11.36K	+18.12%
Mar 31, 2026	BEACON BRIDGE WEALTH PARTNERS, LLC	0.12%	75.62K	3.84M	1.51K	+2.04%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.13%	78.42K	3.98M	3.8K	+5.09%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.13%	82.14K	4.17M	13.3K	+19.32%
Mar 31, 2026	ACORN WEALTH ADVISORS, LLC	0.13%	83.14K	4.22M	14.21K	+20.62%
Mar 31, 2026	MARINER, LLC	0.15%	94.19K	4.78M	94.19K	+100.00%
Mar 31, 2026	STAGE HARBOR FINANCIAL, LLC	0.16%	100.41K	5.1M	30.09K	+42.79%
Mar 31, 2026	DRIVE WEALTH MANAGEMENT, LLC	0.18%	111.4K	5.68M	26.05K	+30.52%
Mar 31, 2026	BLUEPRINT FINANCIAL ADVISORS LLC	0.19%	115.04K	5.84M	115.04K	+100.00%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.19%	118.86K	6.03M	5.15K	+4.52%
Mar 31, 2026	LPL FINANCIAL LLC	5.58%	3.45M	175.23M	830.7K	+31.68%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.7%	435.82K	22.12M	144.01K	+49.35%
Mar 31, 2026	HORIZON WEALTH MANAGEMENT, LLC	0.39%	240.7K	12.22M	-358.9K	-59.86%
Mar 31, 2026	LIVE OAK INVESTMENT PARTNERS	0.38%	234.69K	11.91M	67.48K	+40.36%
Mar 31, 2026	STEVENS CAPITAL PARTNERS	0.38%	235.87K	11.97M	-61.57K	-20.70%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.38%	236.88K	12.02M	233.64K	+7,204.32%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.76%	3.57M	181M	1.34M	+59.95%
Mar 31, 2026	BAER INVESTMENT ADVISORY LLC	0.53%	328.03K	16.65M	328.03K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.22%	137.31K	6.97M	-66.22K	-32.53%
Mar 31, 2026	SYSTELLIGENCE, LLC	0.33%	204.55K	10.38M	-103.65K	-33.63%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.36%	225.02K	11.47M	227	+0.10%
Mar 31, 2026	OAK FAMILY ADVISORS, LLC	0.21%	130.68K	6.63M	60.07K	+85.07%
Mar 31, 2026	WALL STREET FINANCIAL GROUP, INC.	0.22%	138.98K	7.05M	21.14K	+17.94%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.24%	151.26K	7.68M	43.42K	+40.26%
Mar 31, 2026	PINION INVESTMENT ADVISORS, LLC	0.25%	151.82K	7.71M	39.02K	+34.59%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.27%	168.12K	8.53M	2.83K	+1.71%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.49%	301.13K	15.28M	301.13K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	133.72K	6.79M	3.73K	+2.87%
Mar 31, 2026	ELDRIDGE INVESTMENT ADVISORS, INC.	0.22%	137.12K	6.96M	-623	-0.45%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.97%	1.22M	61.92M	59.32K	+5.11%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	2.09%	1.29M	65.66M	341.9K	+35.92%
Mar 31, 2026	PROVENANCE WEALTH ADVISORS, LLC	2.27%	1.4M	71.3M	1.4M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.55%	1.58M	80.23M	440.08K	+38.58%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.34%	2.06M	104.74M	94.35K	+4.79%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.62%	2.24M	113.73M	745.89K	+49.89%
Mar 31, 2026	PRODIGY ASSET MANAGEMENT LLC	3.7%	2.29M	116.25M	83.1K	+3.76%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.2%	126.23K	6.41M	126.23K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.21%	128.78K	6.54M	39.17K	+43.71%
Mar 31, 2026	FMR LLC	6.48%	4.01M	203.43M	26.4K	+0.66%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.69%	4.14M	209.97M	-142.33K	-3.33%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	9.54%	5.9M	299.69M	901.78K	+18.03%
Mar 31, 2026	MORGAN STANLEY	53.08%	32.85M	1.67B	4.62M	+16.35%
Mar 31, 2026	PENNEY FINANCIAL, LLC	0.22%	139.02K	7.06M	4.55K	+3.38%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.23%	143.5K	7.28M	4.45K	+3.20%
Mar 31, 2026	BALANCED ROCK INVESTMENT ADVISOR	0.25%	154.08K	7.82M	7.1K	+4.83%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.33%	203.53K	10.48M	203.53K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	116.92K	6.02M	116.92K	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.18%	113.72K	5.86M	9.61K	+9.23%
Dec 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.15%	94.33K	4.86M	19.84K	+26.63%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.14%	89.61K	4.61M	6.94K	+8.40%
Dec 31, 2025	DRIVE WEALTH MANAGEMENT, LLC	0.14%	85.35K	4.4M	85.35K	+100.00%
Dec 31, 2025	ADVISORY RESOURCE GROUP	0.12%	75.24K	3.87M	3.8K	+5.31%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	74.63K	3.84M	9.87K	+15.24%
Dec 31, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.24%	146.97K	7.57M	10.56K	+7.74%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	291.82K	15.03M	69.98K	+31.54%
Dec 31, 2025		0.34%	210.94K	10.86M	210.94K	+100.00%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.11%	67.09K	3.46M	67.09K	+100.00%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.11%	68.84K	3.55M	-8.81K	-11.35%
Dec 31, 2025	ACORN WEALTH ADVISORS, LLC	0.11%	68.92K	3.55M	14.68K	+27.06%
Dec 31, 2025	OAK FAMILY ADVISORS, LLC	0.11%	70.61K	3.64M	6.02K	+9.32%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	129.99K	6.69M	25.37K	+24.25%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.8%	494.96K	25.49M	14.34K	+2.98%
Dec 31, 2025	LPL FINANCIAL LLC	4.24%	2.62M	135.04M	573.49K	+28.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.92%	4.28M	220.41M	1.22M	+39.66%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.18%	114.28K	5.88M	114.28K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	152.04K	7.83M	31.51K	+26.14%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.59%	368.11K	18.96M	1.79K	+0.49%
Dec 31, 2025	VALLEY FINANCIAL GROUP, INC.	0.8%	496.78K	25.58M	358.26K	+258.63%
Dec 31, 2025	FMR LLC	6.43%	3.98M	205.07M	541.81K	+15.75%
Dec 31, 2025	PINION INVESTMENT ADVISORS, LLC	0.18%	112.8K	5.81M	29.52K	+35.45%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	8.08%	5M	257.54M	2.56M	+105.10%
Dec 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.97%	599.6K	30.88M	28.88K	+5.06%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.54%	951.81K	49.02M	386.53K	+68.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	1.14M	58.75M	404.14K	+54.86%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.88%	1.16M	59.78M	140.53K	+13.77%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.42%	1.5M	77M	264.4K	+21.48%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.18%	1.97M	101.43M	247.54K	+14.38%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.27%	165.29K	8.51M	9.04K	+5.78%
Dec 31, 2025	LIVE OAK INVESTMENT PARTNERS	0.27%	167.21K	8.61M	167.21K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.33%	202.61K	10.43M	190.77K	+1,611.52%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.36%	224.79K	11.58M	56.95K	+33.93%
Dec 31, 2025	SYSTELLIGENCE, LLC	0.5%	308.2K	15.87M	-41.12K	-11.77%
Dec 31, 2025	COIGN CAPITAL ADVISORS LLC	0.54%	335.9K	17.3M	37.08K	+12.41%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.59%	365.46K	18.82M	-4.73K	-1.28%
Dec 31, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.12%	74.11K	3.82M	74.11K	+100.00%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.16%	102K	5.25M	102K	+100.00%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.17%	107.84K	5.55M	31.46K	+41.18%
Dec 31, 2025	WALL STREET FINANCIAL GROUP, INC.	0.19%	117.84K	6.07M	24.9K	+26.79%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.21%	129.68K	6.68M	108.26K	+505.40%
Dec 31, 2025	MGO ONE SEVEN LLC	0.21%	132.04K	6.8M	132.04K	+100.00%
Dec 31, 2025	PENNEY FINANCIAL, LLC	0.22%	134.47K	6.93M	16.49K	+13.98%
Dec 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.22%	137.74K	7.09M	2.96K	+2.20%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	139.05K	7.16M	77.23K	+124.90%
Dec 31, 2025	PRODIGY ASSET MANAGEMENT LLC	3.57%	2.21M	113.68M	711.09K	+47.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.6%	2.23M	114.83M	833.09K	+59.65%
Dec 31, 2025	MORGAN STANLEY	45.62%	28.23M	1.45B	5.47M	+24.05%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.76%	468.34K	24.12M	1.33K	+0.28%
Dec 31, 2025	STRATEGIC PLANNING GROUP, LLC	0.68%	422.81K	21.77M	21.86K	+5.45%
Dec 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.67%	413.3K	21.28M	30.85K	+8.07%
Dec 31, 2025	STEVENS CAPITAL PARTNERS	0.48%	297.44K	15.32M	57.84K	+24.14%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.47%	288.66K	14.94M	11.4K	+4.11%
Dec 31, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.43%	266.42K	13.72M	25K	+10.35%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.42%	261.14K	13.45M	98.22K	+60.29%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.36%	223.03K	11.49M	4.21K	+1.92%
Sep 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	1.06%	570.72K	29.36M	570.72K	+100.00%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	63.21K	3.25M	63.21K	+100.00%
Sep 30, 2025	FMR LLC	6.38%	3.44M	177M	3.44M	+1,338,502.33%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.68%	3.06M	157.66M	612.4K	+24.98%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.11%	60.27K	3.1M	2.19K	+3.76%
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.1%	54.24K	2.79M	54.24K	+100.00%
Sep 30, 2025	ORG PARTNERS LLC	0.1%	52.21K	2.69M	-475	-0.90%
Sep 30, 2025	STAGE HARBOR FINANCIAL, LLC	0.09%	49.17K	2.53M	10.01K	+25.57%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	43.79K	2.25M	-181	-0.41%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.08%	43.66K	2.25M	-1.48K	-3.28%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	43.44K	2.23M	15.15K	+53.58%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	36.98K	1.9M	100	+0.27%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.06%	34.08K	1.75M	34.08K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.06%	33.87K	1.74M	7K	+26.06%
Sep 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.05%	26.82K	1.38M	15.22K	+131.22%
Sep 30, 2025	MIDATLANTIC CAPITAL MANAGEMENT, INC.	0.05%	25.55K	1.31M	-1.1K	-4.12%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.05%	25.26K	1.3M	8.19K	+47.97%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	24.6K	1.27M	5.53K	+29.00%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.04%	21.42K	1.1M	21.42K	+100.00%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.04%	19.92K	1.02M	624	+3.23%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.05%	565.28K	29.08M	291.67K	+106.60%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.89%	480.61K	24.73M	28.58K	+6.32%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.87%	467.01K	24.03M	150.9K	+47.74%
Sep 30, 2025	STRATEGIC PLANNING GROUP, LLC	0.74%	400.95K	20.63M	37.17K	+10.22%
Sep 30, 2025	STEVENS CAPITAL PARTNERS	0.44%	239.6K	12.33M	199.63K	+499.48%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	221.84K	11.41M	93.97K	+73.49%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.16%	88.44K	4.57M	5.66K	+6.84%
Sep 30, 2025	LPL FINANCIAL LLC	3.8%	2.05M	105.4M	256.67K	+14.32%
Sep 30, 2025	PRODIGY ASSET MANAGEMENT LLC	2.77%	1.5M	76.99M	1.5M	+100.00%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.55%	296.47K	15.31M	38.44K	+14.90%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.25%	134.78K	6.93M	2.66K	+2.01%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	120.53K	6.2M	-10.14K	-7.76%
Sep 30, 2025	PENNEY FINANCIAL, LLC	0.22%	117.98K	6.07M	4.86K	+4.29%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	104.62K	5.38M	19.43K	+22.80%
Sep 30, 2025	PINION INVESTMENT ADVISORS, LLC	0.15%	83.28K	4.33M	33.9K	+68.65%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	82.67K	4.25M	6.27K	+8.21%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.59%	1.4M	71.85M	643.18K	+85.37%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.68%	366.32K	18.85M	217.17K	+145.60%
Sep 30, 2025	SYSTELLIGENCE, LLC	0.65%	349.32K	17.97M	190.79K	+120.35%
Sep 30, 2025	COIGN CAPITAL ADVISORS LLC	0.55%	298.82K	15.38M	89.61K	+42.83%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.3%	162.92K	8.38M	153.25K	+1,585.33%
Sep 30, 2025	MORGAN STANLEY	42.2%	22.76M	1.17B	6.2M	+37.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	4.52%	2.44M	125.37M	2.41M	+7,951.02%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.89%	1.02M	52.49M	167.1K	+19.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.37%	736.7K	37.9M	357.75K	+94.40%
Sep 30, 2025	JANE STREET GROUP, LLC	0.72%	386.29K	19.87M	386.29K	+100.00%
Sep 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.71%	382.44K	19.68M	30.84K	+8.77%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.69%	370.19K	19.07M	36.48K	+10.93%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.29%	156.25K	8.04M	7.01K	+4.69%
Sep 30, 2025	VALLEY FINANCIAL GROUP, INC.	0.26%	138.52K	7.13M	7.2K	+5.48%
Sep 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.25%	136.42K	7.02M	14.42K	+11.82%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.19%	104.1K	5.36M	86.08K	+477.64%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.12%	64.76K	3.33M	4.26K	+7.05%
Sep 30, 2025	WALL STREET FINANCIAL GROUP, INC.	0.17%	92.95K	4.78M	1.84K	+2.02%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.19%	1.72M	88.06M	128.18K	+8.04%
Sep 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.51%	277.25K	14.26M	19.16K	+7.43%
Sep 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.45%	241.43K	12.42M	-9.72K	-3.87%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.41%	218.82K	11.26M	20.03K	+10.08%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.15%	80.95K	4.17M	80.95K	+100.00%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	61.83K	3.18M	53.93K	+683.13%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.13%	67.62K	3.48M	-1.24K	-1.80%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.28%	1.23M	63.32M	212.92K	+20.92%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.31%	167.84K	8.67M	150.14K	+848.25%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.14%	77.65K	3.99M	-2.02K	-2.53%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.14%	76.39K	3.93M	71.69K	+1,525.95%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.14%	74.49K	3.83M	10.79K	+16.93%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.13%	71.71K	3.69M	71.71K	+100.00%
Sep 30, 2025	ADVISORY RESOURCE GROUP	0.13%	71.44K	3.68M	3.44K	+5.06%
Sep 30, 2025	OAK FAMILY ADVISORS, LLC	0.12%	64.59K	3.32M	64.59K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	31.46K	1.6M	6.44K	+25.73%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	85.2K	4.33M	62.09K	+268.69%
Jun 30, 2025	BALANCED ROCK INVESTMENT ADVISOR	0.26%	122K	6.21M	122K	+100.00%
Jun 30, 2025	VALLEY FINANCIAL GROUP, INC.	0.28%	131.32K	6.68M	11.07K	+9.21%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.28%	132.12K	6.72M	-14.01K	-9.59%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.32%	149.16K	7.54M	-19.53K	-11.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	130.66K	6.65M	39.46K	+43.26%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.32%	149.25K	7.59M	-3.45K	-2.26%
Jun 30, 2025	SYSTELLIGENCE, LLC	0.34%	158.53K	8.06M	-1.35K	-0.84%
Jun 30, 2025		0.24%	113.12K	5.75M	113.12K	+100.00%
Jun 30, 2025	COIGN CAPITAL ADVISORS LLC	0.44%	209.21K	10.64M	16.98K	+8.83%
Jun 30, 2025	ROYAL BANK OF CANADA	0.52%	243.27K	12.37M	-113.72K	-31.85%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.55%	258.04K	13.13M	-7.39K	-2.78%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	316.11K	16.08M	138.4K	+77.88%
Jun 30, 2025	VICTORY FINANCIAL GROUP, LLC	0.71%	333.71K	16.97M	-1.56K	-0.47%
Jun 30, 2025	STRATEGIC PLANNING GROUP, LLC	0.77%	363.78K	18.5M	26.17K	+7.75%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.6%	753.37K	38.32M	751.15K	+33,729.10%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.96%	452.04K	22.99M	7.61K	+1.71%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.81%	853.08K	43.39M	71.63K	+9.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.16%	1.02M	51.77M	29.01K	+2.93%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.38%	1.59M	81.07M	245.78K	+18.23%
Jun 30, 2025	LPL FINANCIAL LLC	3.8%	1.79M	91.14M	282.1K	+18.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	5.2%	2.45M	124.72M	-48.26K	-1.93%
Jun 30, 2025	MORGAN STANLEY	35.08%	16.55M	841.94M	5.14M	+45.03%
Jun 30, 2025	PENNEY FINANCIAL, LLC	0.24%	113.12K	5.75M	113.12K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.08%	36.88K	1.88M	36.88K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.06%	30.29K	1.54M	-848	-2.72%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.07%	30.8K	1.57M	30.8K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	37.93K	1.93M	-14.56K	-27.74%
Jun 30, 2025	STAGE HARBOR FINANCIAL, LLC	0.08%	39.15K	1.99M	8.04K	+25.85%
Jun 30, 2025	STEVENS CAPITAL PARTNERS	0.08%	39.97K	2.04M	39.97K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	43.97K	2.24M	3.17K	+7.76%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.1%	45.14K	2.3M	-14.85K	-24.76%
Jun 30, 2025	PINION INVESTMENT ADVISORS, LLC	0.1%	49.38K	2.51M	-19.4K	-28.21%
Jun 30, 2025	ORG PARTNERS LLC	0.11%	52.68K	2.68M	10.06K	+23.61%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.12%	58.09K	2.95M	1.93K	+3.44%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.13%	60.49K	3.08M	-11.23K	-15.66%
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.14%	63.71K	3.24M	3.92K	+6.56%
Jun 30, 2025	ADVISORY RESOURCE GROUP	0.14%	68K	3.46M	2.47K	+3.77%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.15%	68.86K	3.5M	-1.93K	-2.73%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	76.39K	3.89M	6.71K	+9.62%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.17%	79.66K	4.05M	1.25K	+1.60%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.18%	82.78K	4.23M	47.41K	+134.05%
Jun 30, 2025	CITADEL ADVISORS LLC	0.2%	93.13K	4.74M	21.27K	+29.59%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.42%	198.79K	10.11M	2.76K	+1.41%
Jun 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.53%	251.15K	12.77M	10.24K	+4.25%
Jun 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.55%	258.09K	13.13M	258.09K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.58%	273.6K	13.92M	71.64K	+35.47%
Jun 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.75%	351.61K	17.88M	31.07K	+9.69%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	378.95K	19.28M	79.52K	+26.56%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	127.87K	6.5M	6.3K	+5.18%
Mar 31, 2025	SYSTELLIGENCE, LLC	0.46%	159.88K	8.09M	-66.57K	-29.40%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	23.11K	1.17M	5.58K	+31.82%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.56%	196.04K	9.93M	17.45K	+9.77%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	52.48K	2.66M	4.66K	+9.74%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.17%	59.99K	3.04M	258	+0.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.84%	1.35M	68.25M	286.43K	+26.98%
Mar 31, 2025	LPL FINANCIAL LLC	4.3%	1.51M	76.44M	412.11K	+37.54%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	7.13%	2.5M	126.59M	-95.45K	-3.68%
Mar 31, 2025	MORGAN STANLEY	32.54%	11.41M	577.85M	5.43M	+90.63%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.08%	29.52K	1.5M	-25.29K	-46.14%
Mar 31, 2025	STAGE HARBOR FINANCIAL, LLC	0.09%	31.11K	1.58M	15.03K	+93.46%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.1%	35.37K	1.8M	35.37K	+100.00%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.12%	40.8K	2.07M	7.02K	+20.79%
Mar 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.42%	146.13K	7.4M	96.85K	+196.53%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.48%	168.68K	8.54M	168.68K	+100.00%
Mar 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.76%	265.43K	13.44M	93.88K	+54.73%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	177.71K	9M	153.72K	+640.75%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	299.44K	15.16M	147.12K	+96.58%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	22.55K	1.14M	9.53K	+73.21%
Mar 31, 2025		0.07%	25.24K	1.28M	829	+3.40%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	28.49K	1.44M	28.49K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.4%	138.73K	7.02M	138.73K	+100.00%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.44%	152.69K	7.73M	152.69K	+100.00%
Mar 31, 2025	ADVISORY RESOURCE GROUP	0.19%	65.53K	3.32M	6.14K	+10.34%
Mar 31, 2025	PINION INVESTMENT ADVISORS, LLC	0.2%	68.78K	3.48M	68.78K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	69.69K	3.53M	58.25K	+509.47%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.27%	444.43K	22.5M	69.42K	+18.51%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.23%	781.45K	39.57M	1.77K	+0.23%
Mar 31, 2025	ORG PARTNERS LLC	0.12%	42.62K	1.84M	42.62K	+100.00%
Mar 31, 2025	WALL STREET FINANCIAL GROUP, INC.	0.12%	43.28K	2.19M	3.27K	+8.16%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.16%	56.16K	2.84M	22.11K	+64.95%
Mar 31, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.17%	59.79K	3.03M	50.26K	+527.36%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	31.13K	1.58M	-839	-2.62%
Mar 31, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.69%	240.9K	12.48M	5.09K	+2.16%
Mar 31, 2025	ROYAL BANK OF CANADA	1.02%	356.99K	18.07M	199.97K	+127.36%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.22%	78.41K	3.97M	62.29K	+386.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	91.2K	4.62M	35.66K	+64.19%
Mar 31, 2025	VALLEY FINANCIAL GROUP, INC.	0.34%	120.25K	6.09M	16.37K	+15.76%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	121.57K	6.16M	91K	+297.70%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.58%	201.96K	10.23M	111.92K	+124.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.82%	988.87K	50.07M	324.19K	+48.77%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	21.71K	1.1M	61	+0.28%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.2%	70.79K	3.58M	70.79K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.2%	71.72K	3.63M	7.72K	+12.06%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	71.86K	3.64M	71.86K	+100.00%
Mar 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.91%	320.54K	16.23M	316.04K	+7,034.12%
Mar 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.96%	335.28K	16.97M	141.92K	+73.39%
Mar 31, 2025	STRATEGIC PLANNING GROUP, LLC	0.96%	337.61K	17.09M	337.61K	+100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.07%	25.02K	1.27M	-99.2K	-79.86%

Frequently Asked Questions