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

Who are the major shareholders selling First Trust SSI Strategic Convertible Securities ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in FCVT by -2.65% restricting it's holding to 5.34 thousand shares of worth nearly $229.63K. CWM, LLC also lessened -78.41% of the FCVT shares from its portfolio, reducing its holding to 6.39 thousand shares of worth $275.00K. AMERICAN FINANCIAL ADVISORS, LLC also shunned FCVT shares holding by -23.14% last quarter which brought its holding to 6.81 thousand shares worth $293.10K.

Investors who are buying FCVT stock?

As per its latest 13F filing, TRUIST FINANCIAL CORP increased its stake in FCVT by 100% in the last quarter. The institutional holder raised its holding to 19.32 thousand shares having worth more than $831.22K. ROYAL BANK OF CANADA also added 49.92% more shares of FCVT to its portfolio, raising its holding to 88.86 thousand shares of worth $3.82M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also increased its FCVT shares holding by 97.42% which brought its holding to 689 shares worth $29.68K.

FCVT's major insiders: who are they?

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

Did an insider recently sell FCVT stock?

Company executives, directors, and other insiders own N/A percent of First Trust SSI Strategic Convertible Securities ETF's stock. Within the last six months, there have been 0 transaction(s) in which FCVT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FCVT stock?

There have been 0 transaction(s) during the past 6-months in which First Trust SSI Strategic Convertible Securities ETF insiders have bought stock, totalling 0 shares

How much of FCVT does insiders own?

Around 0 First Trust SSI Strategic Convertible Securities ETF shares are held by insiders, which represents about N/A of FCVT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FCVT?

TRUIST FINANCIAL CORP is the largest institutional owner in FCVT which holds 19.32 thousand shares worth $831.22K or 0.8% of the total FCVT shares outstanding followed by ROYAL BANK OF CANADA with ownership of 88.86 thousand shares representing 3.63% of the FCVT ownership. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the third largest stakeholder with 689 shares or 0.03% of the ownership worth more than $29.68K.

Is First Trust SSI Strategic Convertible Securities 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 FCVT is concerned, it is a stock which is not optionable.

Is there a short position on FCVT's shares?

Number of FCVT 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 FCVT shares are there?

As of today, null shares of FCVT are outstanding.

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

FCVT 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 FCVT is null.

First Trust SSI Strategic Convertible Securities ETF (FCVT) 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. TRUIST FINANCIAL CORP is the top corporate investor, holding 19.32K shares valued at $831.22K. A 0.8% stake in First Trust SSI Strategic Convertible Securities ETF is owned by the company. ROYAL BANK OF CANADA owns 88.86K shares valued at $3.82M, which translates its holding of 3.63% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	TRUIST FINANCIAL CORP	0.8%	19.32K	831.22K	19.32K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	3.63%	88.86K	3.82M	29.59K	+49.92%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	689	29.68K	340	+97.42%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.03%	850	36.58K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	1.53K	65.8K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	1.7K	73.16K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	2.6K	111.96K	2.6K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.2%	4.99K	214.65K	212	+4.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	5.34K	229.63K	-145	-2.65%
Dec 31, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.22%	5.43K	233.68K	2	+0.04%
Dec 31, 2025	CWM, LLC	0.26%	6.39K	275K	-23.19K	-78.41%
Dec 31, 2025	EVERETT HARRIS & CO /CA/	0.27%	6.59K	283.38K	0	0
Dec 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.28%	6.81K	293.1K	-2.05K	-23.14%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	11.15K	479.71K	-10.1K	-47.53%
Dec 31, 2025	SKYOAK WEALTH, LLC	0.47%	11.54K	496.45K	0	0
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.71%	17.5K	753.28K	8.83K	+101.71%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.51%	12.14K	522.38K	12.14K	+100.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.55%	13.57K	583.99K	-979	-6.73%
Dec 31, 2025		0.24%	5.93K	255.37K	5.93K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.25%	6.09K	261.93K	1.18K	+24.03%
Dec 31, 2025	TSA WEALTH MANAGMENT LLC	0.3%	7.1K	305.33K	0	0
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.3%	7.17K	308.7K	-90	-1.24%
Dec 31, 2025	CONCENTRUM WEALTH MANAGEMENT	0.31%	7.54K	324.57K	3	+0.04%
Dec 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.35%	8.48K	365.06K	209	+2.53%
Dec 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.4%	9.66K	415.49K	1.77K	+22.40%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.44%	10.85K	472.56K	0	0
Dec 31, 2025	US BANCORP \DE\	0.45%	10.81K	465.08K	10.48K	+3,245.82%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.6%	14.3K	615.43K	520	+3.77%
Dec 31, 2025	JPMORGAN CHASE & CO	0.66%	15.76K	678.1K	2.88K	+22.39%
Dec 31, 2025	TIDEMARK, LLC	0.92%	22.55K	970.26K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.73%	42.32K	1.82M	9.06K	+27.23%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	1.79%	43.05K	1.85M	-86	-0.20%
Dec 31, 2025	MORGAN STANLEY	3.5%	85.64K	3.69M	5.9K	+7.40%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	3.61%	86.67K	3.73M	86.67K	+100.00%
Dec 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.44%	10.52K	452.64K	-896	-7.85%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	652	28.06K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.84%	20.62K	887.55K	13.1K	+174.26%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.92%	22.53K	969.48K	16.98K	+306.28%
Dec 31, 2025	D.A. DAVIDSON & CO.	1.01%	24.26K	1.04M	-1.6K	-6.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.09%	26.71K	1.15M	-11.29K	-29.71%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	27.06K	1.16M	12.97K	+92.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.3%	31.92K	1.37M	1.42K	+4.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.65%	40.35K	1.74M	-611	-1.49%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.03%	98.81K	4.25M	9.28K	+10.36%
Dec 31, 2025	HERSHEY FINANCIAL ADVISERS, LLC	0.96%	23.49K	1.01M	23.49K	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	112	4.82K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	118	5.39K	118	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	4.19%	100.67K	4.33M	9.86K	+10.86%
Dec 31, 2025	LPL FINANCIAL LLC	6.73%	164.88K	7.1M	-22.75K	-12.12%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	14.46%	347.19K	14.94M	183.41K	+111.98%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	143	6.16K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	172	7.39K	171	+17,100.00%
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	267	11.49K	1	+0.38%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	302	13.01K	213	+239.33%
Dec 31, 2025	RIVERTREE ADVISORS, LLC	0.73%	17.44K	750.44K	1.69K	+10.71%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	650	27.97K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	57	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	2	87	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	1.53K	65.39K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	18	770	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	29	1.24K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	65	2.78K	-164	-71.62%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	143	6.1K	1	+0.70%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.04%	850	36.35K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	14.09K	603K	-429	-2.95%
Sep 30, 2025	LPL FINANCIAL LLC	8.8%	187.63K	8.02M	18.29K	+10.80%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.08%	1.7K	72.71K	0	0
Sep 30, 2025	NBC SECURITIES, INC.	0.01%	266	11.38K	1	+0.38%
Sep 30, 2025	UBS GROUP AG	0.01%	273	11.68K	273	+100.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	295	12.62K	0	0
Sep 30, 2025	US BANCORP \DE\	0.02%	323	13.81K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	349	14.96K	349	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	650	27.8K	0	0
Sep 30, 2025	ASSETMARK, INC	0.01%	112	4.79K	0	0
Sep 30, 2025	CWM, LLC	1.39%	29.58K	1.27M	-5.41K	-15.46%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.92%	40.96K	1.75M	2.18K	+5.61%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	2.02%	43.13K	1.84M	383	+0.90%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	7.68%	163.78K	7M	-140.42K	-46.16%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	89	3.81K	-49	-35.51%
Sep 30, 2025	CAITLIN JOHN, LLC	0.01%	108	4.62K	108	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	1.83K	78.35K	1.83K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.22%	4.78K	204.26K	4.78K	+100.00%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.23%	4.94K	211.36K	4.94K	+100.00%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.25%	5.43K	232.13K	-196	-3.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	5.48K	234K	18	+0.33%
Sep 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.35%	7.54K	322.43K	4	+0.05%
Sep 30, 2025	JPMORGAN CHASE & CO	0.6%	12.87K	550.59K	-89	-0.69%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.65%	13.78K	589.35K	351	+2.61%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.68%	14.55K	622.23K	-221	-1.50%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.74%	15.75K	673.63K	15.75K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	652	27.88K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.23%	4.91K	209.84K	20	+0.41%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	5.55K	237.15K	-6.79K	-55.05%
Sep 30, 2025	EVERETT HARRIS & CO /CA/	0.31%	6.59K	281.63K	0	0
Sep 30, 2025	TSA WEALTH MANAGMENT LLC	0.33%	7.1K	303.44K	-3	-0.04%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.34%	7.26K	310.61K	7.26K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.35%	7.52K	321.61K	15	+0.20%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.39%	8.27K	353.86K	0	0
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0.41%	8.68K	371.14K	-23.38K	-72.93%
Sep 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.42%	8.86K	378.99K	-254	-2.79%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.51%	10.85K	463.29K	0	0
Sep 30, 2025	SKYOAK WEALTH, LLC	0.55%	11.54K	493.37K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.78%	38K	1.55M	22.35K	+142.80%
Sep 30, 2025	ROYAL BANK OF CANADA	2.78%	59.27K	2.54M	492	+0.84%
Sep 30, 2025	MORGAN STANLEY	3.74%	79.73K	3.41M	-57	-0.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1%	21.24K	908.51K	-6.38K	-23.09%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.22%	25.86K	1.11M	1.54K	+6.35%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.43%	30.5K	1.3M	-3	-0.01%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.56%	33.26K	1.42M	-5.92K	-15.11%
Sep 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.37%	7.89K	337.37K	77	+0.99%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.54%	11.41K	488.15K	11.41K	+100.00%
Sep 30, 2025	TIDEMARK, LLC	1.06%	22.55K	964.24K	0	0
Sep 30, 2025		1.42%	30.23K	1.29M	-1.87K	-5.83%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.2%	89.53K	3.83M	2.84K	+3.28%
Sep 30, 2025	JANE STREET GROUP, LLC	4.29%	90.81K	3.88M	-42.49K	-31.88%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-209	-100.00%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-91	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-143.09K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	1	43	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	2	79	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.7%	38.78K	1.51M	-4.68K	-10.77%
Jun 30, 2025	TIDEMARK, LLC	0.99%	22.55K	875.01K	0	0
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.65%	14.77K	573.22K	-685	-4.43%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-22.25K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-148	-100.00%
Jun 30, 2025	BRIO CONSULTANTS, LLC	0%	0	-	-13.44K	-100.00%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0%	0	-	-1	-100.00%
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0%	0	-	-2.75K	-100.00%
Jun 30, 2025	ICAPITAL WEALTH LLC	0%	0	-	-8K	-100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.34%	30.51K	1.18M	-13.48K	-30.65%
Jun 30, 2025	D.A. DAVIDSON & CO.	1.07%	24.31K	943.63K	24.31K	+100.00%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.48%	10.85K	417.9K	-101	-0.92%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.36%	8.27K	321.11K	2.12K	+34.34%
Jun 30, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.34%	7.81K	303.14K	-167	-2.09%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	1.53K	59.34K	1.5K	+5,172.41%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.04%	850	32.99K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	650	25.23K	200	+44.44%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	295	11.45K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	265	10K	2	+0.76%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	229	8.89K	229	+100.00%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	29	1.13K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	20	776	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	18	699	-1	-5.26%
Jun 30, 2025	EVERETT HARRIS & CO /CA/	0.29%	6.59K	255.56K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	142	5.51K	142	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	6.28%	143.09K	5.55M	143.09K	+100.00%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	13.35%	304.2K	11.81M	147.94K	+94.68%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.8%	86.69K	3.36M	-186.34K	-68.25%
Jun 30, 2025	MORGAN STANLEY	3.5%	79.79K	3.1B	-4K	-4.77%
Jun 30, 2025	ROYAL BANK OF CANADA	2.58%	58.78K	2.28M	-11.92K	-16.86%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.72%	39.18K	1.52M	11.57K	+41.91%
Jun 30, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.4%	9.12K	353.81K	-1.2K	-11.62%
Jun 30, 2025	CONCENTRUM WEALTH MANAGEMENT	0.33%	7.54K	292.43K	-5.91K	-43.94%
Jun 30, 2025	TSA WEALTH MANAGMENT LLC	0.31%	7.1K	275.47K	183	+2.65%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	5.46K	212K	5.46K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.21%	4.89K	189.67K	4.89K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	652	25.3K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	15.65K	607.41K	-6.15K	-28.23%
Jun 30, 2025	LPL FINANCIAL LLC	7.43%	169.34K	6.57M	4.58K	+2.78%
Jun 30, 2025	JANE STREET GROUP, LLC	5.85%	133.3K	5.17M	115.42K	+645.69%
Jun 30, 2025	CWM, LLC	1.54%	34.99K	1.36M	-6.75K	-16.18%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	1.41%	32.06K	1.24M	-35.94K	-52.85%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.21%	27.62K	1.07M	18.41K	+199.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	14.52K	563K	-25.57K	-63.78%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.59%	13.43K	521.21K	-77	-0.57%
Jun 30, 2025	JPMORGAN CHASE & CO	0.57%	12.96K	503.09K	2.49K	+23.74%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	12.34K	478.76K	12.34K	+100.00%
Jun 30, 2025	SKYOAK WEALTH, LLC	0.51%	11.54K	447.71K	-38	-0.33%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	7.51K	291.27K	10	+0.13%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.07%	1.7K	65.98K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	323	12.54K	0	0
Jun 30, 2025		1.41%	32.11K	1.25M	32.11K	+100.00%
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	1.88%	42.75K	1.66M	135	+0.32%
Jun 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.25%	5.62K	218.28K	5.62K	+100.00%
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0.01%	209	8.11K	0	0
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	138	5.36K	-261	-65.41%
Jun 30, 2025	ASSETMARK, INC	0%	112	4.35K	0	0
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	91	3.63K	91	+100.00%
Mar 31, 2025	CONCENTRUM WEALTH MANAGEMENT	0.75%	13.44K	469.2K	-629	-4.47%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	2	70	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	19	663	19	+100.00%
Mar 31, 2025	NBC SECURITIES, INC.	0.01%	263	9	263	+100.00%
Mar 31, 2025	BRIO CONSULTANTS, LLC	0.75%	13.44K	469.2K	13.44K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.75%	13.51K	471.53K	-730	-5.13%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.86%	15.46K	539.53K	7.81K	+102.21%
Mar 31, 2025	JANE STREET GROUP, LLC	0.99%	17.88K	624.05K	5.97K	+50.19%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.21%	21.8K	761.25K	-140.43K	-86.56%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	1.24%	22.25K	776.89K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.23%	40.09K	1.4M	21.94K	+120.93%
Mar 31, 2025	CWM, LLC	2.32%	41.74K	1.46M	-1.9K	-4.36%
Mar 31, 2025		0.01%	209	7.3K	0	0
Mar 31, 2025	TSA WEALTH MANAGMENT LLC	0.38%	6.92K	241.4K	6.92K	+100.00%
Mar 31, 2025	ICAPITAL WEALTH LLC	0.44%	8K	279.28K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.42%	43.46K	1.52M	-2.73K	-5.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.44%	43.99K	1.54M	2.47K	+5.95%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	3.78%	68K	2.37M	43.17K	+173.83%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	20	698	20	+100.00%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	29	1.01K	0	0
Mar 31, 2025	ASSETMARK, INC	0.01%	112	3.91K	0	0
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.15%	2.75K	96.11K	-1.11K	-28.81%
Mar 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.34%	6.16K	215.01K	6.16K	+100.00%
Mar 31, 2025	EVERETT HARRIS & CO /CA/	0.37%	6.59K	229.88K	6.59K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	29	1.02K	29	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.53%	27.61K	963.87K	10.79K	+64.15%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0%	1	38	-7.28K	-99.99%
Mar 31, 2025	UBS GROUP AG	0.01%	148	5.17K	43	+40.95%
Mar 31, 2025	TIDEMARK, LLC	1.25%	22.55K	787.08K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	3.93%	70.7K	2.47M	8.91K	+14.42%
Mar 31, 2025	MORGAN STANLEY	4.66%	83.78K	2.92M	-19K	-18.49%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.02%	295	10.3K	0	0
Mar 31, 2025	US BANCORP \DE\	0.02%	323	11.28K	0	0
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.02%	399	13.91K	399	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	450	15.71K	-70	-13.46%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.04%	652	22.76K	0	0
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.05%	850	29.67K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.09%	1.7K	58.97K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.42%	7.5K	261.65K	-139	-1.82%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.51%	9.21K	321.56K	9.21K	+100.00%
Mar 31, 2025	COTTONWOOD CAPITAL ADVISORS, LLC	0.44%	7.98K	278.52K	-187	-2.29%
Mar 31, 2025	AMERICAN FINANCIAL ADVISORS, LLC	0.57%	10.31K	360.05K	-149	-1.42%
Mar 31, 2025	JPMORGAN CHASE & CO	0.58%	10.48K	365.72K	4.44K	+73.47%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	8.68%	156.26K	5.46M	6.99K	+4.68%
Mar 31, 2025	LPL FINANCIAL LLC	9.16%	164.76K	5.75M	-10.36K	-5.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	15.17%	273.03K	9.53M	-31.74K	-10.41%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.61%	10.95K	385.94K	-50	-0.45%
Mar 31, 2025	SKYOAK WEALTH, LLC	0.64%	11.57K	404.05K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.19%	53.21K	1.81M	-2.65K	-4.74%
Mar 31, 2024	LPL FINANCIAL LLC	6.16%	149.61K	5.1M	-1.37K	-0.91%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.29%	7.09K	241.78K	-72.19K	-91.05%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	295	10.06K	0	0
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.04%	850	28.98K	0	0
Mar 31, 2024	ICAPITAL WEALTH LLC	0.35%	8K	272.72K	0	0
Mar 31, 2024	COTTONWOOD CAPITAL ADVISORS, LLC	0.52%	11.98K	394.87K	-323	-2.63%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.82%	19.98K	681K	-1.06K	-5.05%
Mar 31, 2024	AMERICAN FINANCIAL ADVISORS, LLC	1%	23.25K	792.61K	-6.46K	-21.74%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.31%	31.91K	1.09M	-691	-2.12%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	1.33%	30.9K	1.05M	2.17K	+7.55%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.43%	33.11K	1.13M	33.11K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.66%	64.53K	2.2M	-2.25K	-3.37%
Mar 31, 2024	ROYAL BANK OF CANADA	2.93%	71.08K	2.42M	-16.08K	-18.45%
Mar 31, 2024	PRIVATE ADVISORY GROUP LLC	3.2%	74.19K	2.53M	74.19K	+100.00%
Mar 31, 2024	FIRST HAWAIIAN BANK	3.34%	77.54K	2.64M	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	3.68%	89.42K	3.05M	-355.33K	-79.89%
Mar 31, 2024	MORGAN STANLEY	4.21%	102.08K	3.48M	-2.46K	-2.35%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	5.22%	121.04K	4.13M	121.04K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	1.02K	34.64K	243	+31.44%
Mar 31, 2024	CWM, LLC	0.05%	1.12K	38K	-190	-14.54%
Mar 31, 2024	SKYOAK WEALTH, LLC	0.53%	12.37K	421.56K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.65%	15.17K	517.28K	-583	-3.70%
Mar 31, 2024	PARK PLACE CAPITAL CORP	0%	0	-	-107	-100.00%
Mar 31, 2024	RETIREFUL, LLC	0%	0	-	-89.22K	-100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-86.71K	-100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-500	-100.00%
Mar 31, 2024	CSENGE ADVISORY GROUP	0%	0	-	-6.81K	-100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0%	0	-	-10.58K	-100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-8.95K	-100.00%
Mar 31, 2024	STEPHENS INC /AR/	0%	0	-	-6.67K	-100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-3.7K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-27.89K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	37	0	0
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0%	21	716	0	0
Mar 31, 2024	UBS GROUP AG	0.01%	225	7.67K	-493	-68.66%
Mar 31, 2024	ASSETMARK, INC	0.01%	224	7.64K	224	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.01%	258	8K	-474	-64.75%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	428	14.59K	-798	-65.09%
Mar 31, 2024	TYLER-STONE WEALTH MANAGEMENT	0.1%	2.32K	78.92K	-1.01K	-30.38%
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0.17%	3.91K	130.69K	3.91K	+100.00%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.21%	4.84K	165K	-2.56K	-34.56%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.26%	6.4K	218.07K	37	+0.58%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.28%	6.54K	223K	-5.32K	-44.87%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.59%	13.72K	467.76K	-143	-1.03%
Mar 31, 2024	CONCENTRUM WEALTH MANAGEMENT	0.64%	14.91K	508.43K	-437	-2.85%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.04%	25.25K	860.77K	-16.3K	-39.23%
Mar 31, 2024	TIDEMARK, LLC	1.05%	24.4K	831.91K	2.5K	+11.43%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.14%	27.76K	944.35K	-5.14K	-15.61%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.72%	41.55K	1.38M	-1.32K	-3.07%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.76%	66.78K	2.23M	-1.22K	-1.80%
Dec 31, 2023	FIRST HAWAIIAN BANK	3.21%	77.54K	2.58M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.28%	79.28K	2.64M	79.28K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.59%	86.71K	2.6M	86.71K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	3.6%	87.16K	2.91M	-8.76K	-9.13%
Dec 31, 2023	RETIREFUL, LLC	3.69%	89.22K	2.97M	89.22K	+100.00%
Dec 31, 2023	MORGAN STANLEY	4.32%	104.54K	3.48M	-47.65K	-31.31%
Dec 31, 2023	LPL FINANCIAL LLC	6.24%	150.98K	5.03M	-6.31K	-4.01%
Dec 31, 2023	JANE STREET GROUP, LLC	18.39%	444.74K	14.82M	375.37K	+541.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	24	0	0
Dec 31, 2023	FMR LLC	0%	1	33	1	+100.00%
Dec 31, 2023		0%	21	700	21	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.31%	55.85K	1.86M	-4.8K	-7.91%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	1.71%	41.44K	1.38M	41.44K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.36%	32.89K	1.1M	-7.88K	-19.32%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.35%	32.6K	1.09M	-2.88K	-8.11%
Dec 31, 2023	AMERICAN FINANCIAL ADVISORS, LLC	1.23%	29.71K	990.19K	-13.02K	-30.47%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	1.19%	28.73K	957.55K	-2.14K	-6.94%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.15%	27.89K	929.44K	27.89K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	21.04K	701K	-1.32K	-5.90%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	41	1.37K	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.65%	15.76K	525.19K	-187	-1.17%
Dec 31, 2023	CONCENTRUM WEALTH MANAGEMENT	0.63%	15.35K	511.65K	-402	-2.55%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.57%	13.86K	462.09K	200	+1.46%
Dec 31, 2023	SKYOAK WEALTH, LLC	0.51%	12.37K	412.16K	-450	-3.51%
Dec 31, 2023	COTTONWOOD CAPITAL ADVISORS, LLC	0.51%	12.3K	410.07K	-909	-6.88%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.49%	11.86K	395K	11.86K	+100.00%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.44%	10.58K	352.65K	753	+7.66%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.37%	8.95K	298K	8.95K	+100.00%
Dec 31, 2023	ICAPITAL WEALTH LLC	0.33%	8K	266.64K	0	0
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.31%	7.39K	246K	540	+7.88%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.28%	6.81K	226.81K	-1.47K	-17.80%
Dec 31, 2023	STEPHENS INC /AR/	0.28%	6.67K	222.31K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	6.36K	211.98K	-364	-5.41%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.25%	6.14K	204.55K	-561	-8.38%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	3.7K	123.42K	3.7K	+100.00%
Dec 31, 2023	TYLER-STONE WEALTH MANAGEMENT	0.14%	3.33K	110.82K	400	+13.68%
Dec 31, 2023	CWM, LLC	0.05%	1.31K	44K	899	+220.34%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	1.23K	40.86K	1.23K	+100.00%
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.04%	850	28.33K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.03%	773	25.76K	773	+100.00%
Dec 31, 2023	PARK PLACE CAPITAL CORP	0%	107	3.57K	107	+100.00%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.01%	295	9.83K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	500	16.67K	0	0
Dec 31, 2023	UBS GROUP AG	0.03%	718	23.93K	718	+100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0.03%	732	24K	1	+0.14%

Frequently Asked Questions