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

Who are the major shareholders selling TCW Flexible Income ETF stock?

M&T BANK CORP, in the last quarter, reduced its stake in FLXR by -36.25% restricting it's holding to 856.96 thousand shares of worth nearly $33.65M. KEUDELL/MORRISON WEALTH MANAGEMENT also lessened -7.14% of the FLXR shares from its portfolio, reducing its holding to 1.1 million shares of worth $43.21M. EXCHANGE TRADED CONCEPTS, LLC also shunned FLXR shares holding by -0.33% last quarter which brought its holding to 490.96 thousand shares worth $19.28M.

Investors who are buying FLXR stock?

As per its latest 13F filing, MORTON CAPITAL MANAGEMENT LLC/CA increased its stake in FLXR by 11.21% in the last quarter. The institutional holder raised its holding to 1.82 million shares having worth more than $71.47M. FIRST PACIFIC FINANCIAL also added 5.06% more shares of FLXR to its portfolio, raising its holding to 2.29 million shares of worth $89.77M. LPL FINANCIAL LLC also increased its FLXR shares holding by 7.15% which brought its holding to 2.68 million shares worth $105.15M.

FLXR's major insiders: who are they?

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

Did an insider recently sell FLXR stock?

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

Which insider recently purchased FLXR stock?

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

How much of FLXR does insiders own?

Around 0 TCW Flexible Income ETF shares are held by insiders, which represents about N/A of FLXR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLXR?

MORTON CAPITAL MANAGEMENT LLC/CA is the largest institutional owner in FLXR which holds 1.82 million shares worth $71.47M or 3.88% of the total FLXR shares outstanding followed by FIRST PACIFIC FINANCIAL with ownership of 2.29 million shares representing 4.87% of the FLXR ownership. LPL FINANCIAL LLC is the third largest stakeholder with 2.68 million shares or 5.71% of the ownership worth more than $105.15M.

Is TCW Flexible Income 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 FLXR is concerned, it is a stock which is not optionable.

Is there a short position on FLXR's shares?

Number of FLXR 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 FLXR shares are there?

As of today, null shares of FLXR are outstanding.

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

FLXR 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 FLXR is null.

TCW Flexible Income ETF (FLXR) 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. MORTON CAPITAL MANAGEMENT LLC/CA is the top corporate investor, holding 1.82M shares valued at $71.47M. A 3.88% stake in TCW Flexible Income ETF is owned by the company. FIRST PACIFIC FINANCIAL owns 2.29M shares valued at $89.77M, which translates its holding of 4.87% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MORTON CAPITAL MANAGEMENT LLC/CA	3.88%	1.82M	71.47M	183.41K	+11.21%
Mar 31, 2026	FIRST PACIFIC FINANCIAL	4.87%	2.29M	89.77M	110.11K	+5.06%
Mar 31, 2026	LPL FINANCIAL LLC	5.71%	2.68M	105.15M	178.69K	+7.15%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	191.3K	7.51M	8.17K	+4.46%
Mar 31, 2026	M&T BANK CORP	1.83%	856.96K	33.65M	-487.28K	-36.25%
Mar 31, 2026	KEUDELL/MORRISON WEALTH MANAGEMENT	2.34%	1.1M	43.21M	-84.62K	-7.14%
Mar 31, 2026	FRANCIS FINANCIAL, INC.	2.4%	1.12M	44.15M	198.31K	+21.42%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.52%	1.18M	46.36M	160.9K	+15.78%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.8%	374.37K	14.7M	332.76K	+799.69%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	388.73K	15.27M	57.82K	+17.47%
Mar 31, 2026	TCW GROUP INC	2.53%	1.19M	46.66M	0	0
Mar 31, 2026	MORGAN STANLEY	6.86%	3.22M	126.48M	1.01M	+45.79%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	11.61%	5.45M	214.01M	280.44K	+5.43%
Mar 31, 2026	UBS GROUP AG	7.64%	3.59M	140.84M	689.07K	+23.78%
Mar 31, 2026	WHITE & CO FINANCIAL PLANNING INC	0.55%	259.55K	10.19M	28.13K	+12.16%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.56%	263.19K	10.34M	11.6K	+4.61%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.87%	408.37K	16.04M	218.83K	+115.46%
Mar 31, 2026		0.51%	240.56K	9.45M	43.06K	+21.80%
Mar 31, 2026	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.91%	425.1K	16.69M	47.44K	+12.56%
Mar 31, 2026	MADISON ASSET MANAGEMENT, LLC	0.91%	426.82K	16.76M	177.18K	+70.98%
Mar 31, 2026	TIDEMARK, LLC	0.99%	465.03K	18.26M	45.02K	+10.72%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	1.05%	490.96K	19.28M	-1.64K	-0.33%
Mar 31, 2026	WEAVER CAPITAL MANAGEMENT LLC	1.08%	507.7K	19.94M	-3.03K	-0.59%
Mar 31, 2026	TRUE NORTH ADVISORS, LLC	1.08%	508.91K	19.98M	151.56K	+42.41%
Mar 31, 2026	BECKERMAN INSTITUTIONAL, LLC	0.29%	138.18K	5.43M	11.96K	+9.48%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.31%	145.33K	5.71M	131.31K	+936.17%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.31%	147.26K	5.78M	3.2K	+2.22%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.31%	147.54K	5.79M	-76.19K	-34.05%
Mar 31, 2026	ETESIAN WEALTH ADVISORS, INC.	0.32%	149.52K	5.87M	46.48K	+45.11%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	157.36K	6.18M	80.71K	+105.29%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.38%	177.23K	6.96M	8.83K	+5.24%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.83%	389K	15.28M	58.57K	+17.73%
Mar 31, 2026	NFP RETIREMENT, INC.	1.14%	536.24K	21.06M	536.24K	+100.00%
Mar 31, 2026	PEAK FINANCIAL ADVISORS LLC	1.35%	635.01K	24.94M	-7.26K	-1.13%
Mar 31, 2026	ROYAL BANK OF CANADA	1.45%	678.31K	26.64M	23.18K	+3.54%
Mar 31, 2026	TECTONIC ADVISORS LLC	1.46%	687.2K	26.99M	40.76K	+6.30%
Mar 31, 2026	FAMILY MANAGEMENT CORP	1.68%	789.78K	31.01M	396.46K	+100.80%
Mar 31, 2026	LEELYN SMITH, LLC	1.69%	791.16K	31.07M	53.64K	+7.27%
Mar 31, 2026	WJ WEALTH MANAGEMENT, LLC	0.91%	427.99K	16.81M	-16.98K	-3.82%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.75%	1.29M	50.62M	478.83K	+59.11%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	2.94%	1.38M	54.1M	156.35K	+12.80%
Mar 31, 2026	MORLING FINANCIAL ADVISORS, LLC	1.69%	793.66K	31.17M	55.31K	+7.49%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	13.23%	6.21M	243.79M	1.41M	+29.36%
Mar 31, 2026	SENTINUS, LLC	0.57%	269.64K	10.59M	30.92K	+12.95%
Mar 31, 2026	PEAK FINANCIAL MANAGEMENT, INC.	0.6%	279.66K	10.98M	48.74K	+21.11%
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.61%	284.21K	11.16M	24.37K	+9.38%
Mar 31, 2026	BLUESTEM WEALTH PARTNERS, LLC	0.63%	295.7K	11.61M	16.32K	+5.84%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.65%	304.7K	11.97M	194.47K	+176.40%
Mar 31, 2026	PASADENA PRIVATE WEALTH, LLC	0.67%	316.11K	12.41M	-38.51K	-10.86%
Mar 31, 2026	CWM, LLC	0.71%	332.45K	13.06M	66.05K	+24.79%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.5%	233.48K	9.17M	91.23K	+64.13%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.43%	202.82K	7.96M	90.87K	+81.17%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.41%	192.82K	7.57M	192.82K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.26%	1.53M	60.12M	243.08K	+18.88%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	3.27%	1.54M	60.36M	65.12K	+4.42%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.41%	191.55K	7.52M	18.17K	+10.48%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.75%	1.76M	69.04M	572.24K	+48.25%
Mar 31, 2026	FAGAN ASSOCIATES, INC.	0.77%	361.18K	14.18M	4.81K	+1.35%
Dec 31, 2025	WHITE & CO FINANCIAL PLANNING INC	0.49%	231.42K	9.16M	-570	-0.25%
Dec 31, 2025	MADISON ASSET MANAGEMENT, LLC	0.53%	249.64K	9.89M	13.67K	+5.79%
Dec 31, 2025	UBS GROUP AG	6.17%	2.9M	114.74M	593.86K	+25.78%
Dec 31, 2025		0.42%	197.5K	7.82M	197.5K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	10.23%	4.8M	190.04M	996.73K	+26.21%
Dec 31, 2025	LPL FINANCIAL LLC	5.32%	2.5M	98.96M	302.24K	+13.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.53%	1.19M	46.96M	455.57K	+62.38%
Dec 31, 2025	TECTONIC ADVISORS LLC	1.38%	646.45K	25.6M	57.7K	+9.80%
Dec 31, 2025	SENTINUS, LLC	0.51%	238.73K	9.45M	238.73K	+100.00%
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.24%	112.19K	4.44M	-7.91K	-6.59%
Dec 31, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.24%	114.52K	4.53M	1.37K	+1.21%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	116.12K	4.6M	33.25K	+40.12%
Dec 31, 2025	BECKERMAN INSTITUTIONAL, LLC	0.27%	126.22K	5M	8K	+6.76%
Dec 31, 2025	CWM, LLC	0.57%	266.4K	10.55M	64.34K	+31.84%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.6%	279.37K	11.06M	-115.45K	-29.24%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.7%	330.42K	13.08M	88.25K	+36.44%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.71%	330.91K	13.1M	111.41K	+50.76%
Dec 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.76%	354.62K	14.04M	16.08K	+4.75%
Dec 31, 2025	FAGAN ASSOCIATES, INC.	0.76%	356.37K	14.11M	50K	+16.32%
Dec 31, 2025	TRUE NORTH ADVISORS, LLC	0.76%	357.36K	14.15M	357.36K	+100.00%
Dec 31, 2025	SPECTRUM WEALTH ADVISORY GROUP, LLC	0.8%	377.66K	14.96M	360.68K	+2,124.28%
Dec 31, 2025	TIDEMARK, LLC	0.9%	420.02K	16.63M	43.53K	+11.56%
Dec 31, 2025	WJ WEALTH MANAGEMENT, LLC	0.95%	444.97K	17.62M	2.71K	+0.61%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	1.05%	492.6K	19.51M	18.57K	+3.92%
Dec 31, 2025	WEAVER CAPITAL MANAGEMENT LLC	1.09%	510.73K	20.22M	45.64K	+9.81%
Dec 31, 2025	BEACON FINANCIAL ADVISORY LLC	0.55%	259.84K	10.29M	259.84K	+100.00%
Dec 31, 2025	FAMILY MANAGEMENT CORP	0.84%	393.31K	15.58M	393.31K	+100.00%
Dec 31, 2025	PEAK FINANCIAL ADVISORS LLC	1.37%	642.27K	25.43M	16.95K	+2.71%
Dec 31, 2025	ROYAL BANK OF CANADA	1.4%	655.13K	25.94M	187.62K	+40.13%
Dec 31, 2025	LEELYN SMITH, LLC	1.57%	737.53K	29.21M	675.33K	+1,085.79%
Dec 31, 2025	MORLING FINANCIAL ADVISORS, LLC	1.57%	738.34K	29.24M	45.57K	+6.58%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.44%	208.58K	8.26M	109.54K	+110.61%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	2.6%	1.22M	48.36M	217.95K	+21.72%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.74%	1.29M	51M	53.37K	+4.32%
Dec 31, 2025	M&T BANK CORP	2.86%	1.34M	53.23M	32.95K	+2.51%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	3.14%	1.47M	58.28M	49.14K	+3.45%
Dec 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	3.49%	1.64M	64.81M	164.82K	+11.20%
Dec 31, 2025	FIRST PACIFIC FINANCIAL	4.64%	2.18M	86.16M	237.59K	+12.26%
Dec 31, 2025	MORGAN STANLEY	4.71%	2.21M	87.49M	1.78M	+416.01%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	11.01%	5.17M	204.7M	376.26K	+7.85%
Dec 31, 2025	MARINER, LLC	0.19%	87.63K	3.47M	25.71K	+41.52%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.2%	91.97K	3.64M	-8.19K	-8.17%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.21%	97.37K	3.86M	20.53K	+26.72%
Dec 31, 2025	CAPITAL SQUARE, LLC	0.22%	102.65K	4.06M	-28.59K	-21.78%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.17%	1.02M	40.38M	103.14K	+11.25%
Dec 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	2.52%	1.18M	46.93M	1.18M	+100.00%
Dec 31, 2025	TCW GROUP INC	2.53%	1.19M	47.05M	0	0
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.31%	144.06K	5.7M	4.56K	+3.27%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.36%	168.4K	6.67M	29.41K	+21.16%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.37%	173.38K	6.87M	173.38K	+100.00%
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.38%	176.99K	7.01M	38.91K	+28.18%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	183.13K	7.25M	-1.67K	-0.90%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.4%	189.54K	7.51M	179.85K	+1,856.39%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.48%	223.73K	8.86M	-210.54K	-48.48%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.54%	251.58K	9.96M	7.13K	+2.92%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	810.12K	32.08M	810.12K	+100.00%
Dec 31, 2025	FRANCIS FINANCIAL, INC.	1.97%	926.04K	36.67M	91.71K	+10.99%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.3%	142.26K	5.63M	44.56K	+45.61%
Dec 31, 2025	ETESIAN WEALTH ADVISORS, INC.	0.22%	103.04K	4.08M	33.38K	+47.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	110.24K	4.37M	-60.33K	-35.37%
Dec 31, 2025	PEAK FINANCIAL MANAGEMENT, INC.	0.49%	230.92K	9.14M	31.69K	+15.90%
Sep 30, 2025	TECTONIC ADVISORS LLC	1.25%	588.75K	23.43M	23.75K	+4.20%
Sep 30, 2025	MORLING FINANCIAL ADVISORS, LLC	1.47%	692.78K	27.57M	23.78K	+3.55%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	730.33K	29.07M	408.2K	+126.72%
Sep 30, 2025	PEAK FINANCIAL ADVISORS LLC	1.33%	625.32K	24.89M	78.06K	+14.26%
Sep 30, 2025	TCW GROUP INC	2.53%	1.19M	47.29M	210.66K	+21.55%
Sep 30, 2025	MORGAN STANLEY	0.91%	428.13K	17.04M	427.83K	+142,610.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	83.6K	3.33M	4.07K	+5.11%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	10.2%	4.79M	190.76M	524.15K	+12.28%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.21%	100.15K	3.99M	10.83K	+12.13%
Sep 30, 2025	UBS GROUP AG	4.9%	2.3M	91.68M	1.13M	+96.43%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.14%	65.68K	2.61M	65.68K	+100.00%
Sep 30, 2025	TSFG, LLC	0.14%	64.43K	2.56M	-36.12K	-35.92%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	62.89K	2.5M	10.83K	+20.81%
Sep 30, 2025	LEELYN SMITH, LLC	0.13%	62.2K	2.48M	-618	-0.98%
Sep 30, 2025	TANDEM FINANCIAL, LLC	0.12%	57.55K	2.29M	5.61K	+10.81%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.11%	51.15K	2.04M	26.52K	+107.66%
Sep 30, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.11%	50.86K	2.02M	3.22K	+6.77%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.11%	49.57K	1.97M	3.84K	+8.39%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	49.54K	1.97M	-101.25K	-67.14%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.1%	49.22K	1.96M	13.04K	+36.04%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	45.24K	1.8M	18.4K	+68.52%
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.08%	37.07K	1.48M	697	+1.92%
Sep 30, 2025	OPPENHEIMER & CO INC	0.08%	35.8K	1.42M	3.65K	+11.35%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.09%	3.8M	151.33M	1.21M	+46.54%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	2.13%	1M	39.93M	1M	+100.00%
Sep 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.94%	442.26K	17.62M	215.66K	+95.18%
Sep 30, 2025	WHITE & CO FINANCIAL PLANNING INC	0.49%	231.99K	9.23M	13.21K	+6.04%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.16%	76.84K	3.06M	76.84K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.63%	1.23M	49.13M	189.58K	+18.14%
Sep 30, 2025	FRANCIS FINANCIAL, INC.	1.77%	834.33K	33.21M	76.73K	+10.13%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.92%	434.27K	17.28M	283.16K	+187.38%
Sep 30, 2025	TIDEMARK, LLC	0.8%	376.49K	14.98M	376.49K	+100.00%
Sep 30, 2025	FAGAN ASSOCIATES, INC.	0.65%	306.36K	12.19M	63.78K	+26.29%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.52%	244.45K	9.73M	12.58K	+5.42%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.52%	242.17K	9.64M	242.17K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	219.5K	8.74M	147.43K	+204.59%
Sep 30, 2025	CWM, LLC	0.43%	202.06K	8.04M	141.46K	+233.42%
Sep 30, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.24%	113.14K	4.5M	10.58K	+10.31%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.95%	916.52K	36.48M	409K	+80.59%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.5%	235.97K	9.39M	181.78K	+335.49%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	184.8K	7.36M	184.8K	+100.00%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.3%	139.5K	5.55M	139.5K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	4.67%	2.2M	87.43M	744.69K	+51.29%
Sep 30, 2025	FIRST PACIFIC FINANCIAL	4.12%	1.94M	77.14M	56.73K	+3.02%
Sep 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	3.13%	1.47M	58.58M	97.97K	+7.13%
Sep 30, 2025	ATLAS WEALTH LLC	0.17%	79.49K	3.16M	79.49K	+100.00%
Sep 30, 2025	M&T BANK CORP	2.79%	1.31M	52.19M	53.56K	+4.26%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.84%	394.82K	15.71M	57.68K	+17.11%
Sep 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.72%	338.53K	13.47M	62.56K	+22.67%
Sep 30, 2025	PEAK FINANCIAL MANAGEMENT, INC.	0.42%	199.23K	7.93M	74.71K	+59.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	170.57K	6.79M	14.02K	+8.96%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	3.03%	1.42M	56.62M	118.91K	+9.12%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	1.01%	474.03K	18.87M	-8.07K	-1.67%
Sep 30, 2025	ROYAL BANK OF CANADA	0.99%	467.51K	18.61M	358.62K	+329.34%
Sep 30, 2025	WEAVER CAPITAL MANAGEMENT LLC	0.99%	465.09K	18.51M	54.9K	+13.38%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	138.99K	5.53M	48.72K	+53.97%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.29%	138.08K	5.5M	-1.36K	-0.98%
Sep 30, 2025	CAPITAL SQUARE, LLC	0.28%	131.24K	5.22M	94.3K	+255.33%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.26%	120.1K	4.78M	-3.65K	-2.95%
Sep 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.25%	118.22K	4.71M	21.99K	+22.85%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	101.25K	4.03M	101.25K	+100.00%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.21%	99.04K	3.94M	76.59K	+341.23%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.21%	97.7K	3.89M	44.6K	+83.99%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.18%	84.17K	3.35M	42.44K	+101.72%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	82.87K	3.3M	21.11K	+34.19%
Sep 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.15%	69.66K	2.77M	59.53K	+587.97%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	69.43K	3.94M	56.69K	+445.22%
Jun 30, 2025	TCW GROUP INC	2.61%	977.53K	38.56M	793.61K	+431.49%
Jun 30, 2025	M&T BANK CORP	3.36%	1.26M	49.62M	-40.53K	-3.12%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	26.85K	1.06M	-1.9K	-6.59%
Jun 30, 2025	UMB BANK, N.A.	0.08%	28.23K	1.11M	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.08%	28.9K	1.14M	28.9K	+100.00%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.08%	30.17K	1.19M	-7.22K	-19.32%
Jun 30, 2025	ARGENT TRUST CO	0.09%	33.1K	1.31M	5.9K	+21.69%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.1%	36.18K	1.43M	36.18K	+100.00%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.1%	36.37K	1.44M	2.32K	+6.80%
Jun 30, 2025	CAPITAL SQUARE, LLC	0.1%	36.93K	1.45M	21.98K	+147.00%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.11%	41.72K	1.65M	27K	+183.30%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.12%	45.74K	1.8M	31.81K	+228.49%
Jun 30, 2025	LEELYN SMITH, LLC	0.17%	62.82K	2.48M	-1K	-1.57%
Jun 30, 2025	LPL FINANCIAL LLC	3.88%	1.45M	57.28M	398.21K	+37.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.93%	2.59M	102.36M	1.52M	+142.24%
Jun 30, 2025		0.14%	51.93K	2.05M	7.93K	+18.01%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	52.05K	2.05M	13.78K	+36.01%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.37%	139.44K	5.5M	1.97K	+1.43%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.4%	150.09K	5.92M	44.48K	+42.11%
Jun 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.6%	226.6K	8.94M	77.56K	+52.04%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.62%	231.88K	9.15M	231.88K	+100.00%
Jun 30, 2025	FAGAN ASSOCIATES, INC.	0.65%	242.58K	9.57M	242.58K	+100.00%
Jun 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.74%	275.98K	10.89M	47.82K	+20.96%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	322.13K	12.71M	316.42K	+5,541.51%
Jun 30, 2025	WEAVER CAPITAL MANAGEMENT LLC	1.1%	410.19K	16.18M	24.55K	+6.37%
Jun 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	1.29%	482.1K	19.02M	-40.2K	-7.70%
Jun 30, 2025	FIRST PACIFIC FINANCIAL	5.02%	1.88M	74.23M	1.88M	+100.00%
Jun 30, 2025	NAPA WEALTH MANAGEMENT	0.07%	24.63K	971.75K	4.14K	+20.20%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.24%	89.32K	3.52M	8.24K	+10.16%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	90.27K	3.56M	18.11K	+25.09%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	11.4%	4.27M	168.4M	202.37K	+4.98%
Jun 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.14%	54.18K	2.14M	54.18K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.27%	102.95K	4.06M	59.15K	+135.04%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	108.89K	4.3M	100.77K	+1,240.51%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	3.48%	1.3M	51.43M	156.42K	+13.63%
Jun 30, 2025	TANDEM FINANCIAL, LLC	0.14%	51.93K	2.05M	7.93K	+18.01%
Jun 30, 2025	BECKERMAN INSTITUTIONAL, LLC	0.26%	96.24K	3.8M	45.11K	+88.23%
Jun 30, 2025	SILIGMUELLER & NORVID WEALTH ADVISORS LLC	0.31%	115.58K	4.54M	115.58K	+100.00%
Jun 30, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.27%	102.57K	4.05M	102.57K	+100.00%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.33%	123.75K	4.88M	123.75K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	53.1K	2.09M	10.16K	+23.67%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	61.76K	2.44M	18.72K	+43.50%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.12%	45.95K	1.81M	45.95K	+100.00%
Jun 30, 2025	PEAK FINANCIAL MANAGEMENT, INC.	0.33%	124.53K	4.91M	124.53K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	150.79K	5.95M	15.28K	+11.28%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.4%	151.12K	5.96M	151.12K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	156.55K	6.18M	-49.98K	-24.20%
Jun 30, 2025	WHITE & CO FINANCIAL PLANNING INC	0.58%	218.78K	8.64M	-791	-0.36%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.9%	337.14K	13.3M	20.84K	+6.59%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.35%	507.53K	20.02M	468.57K	+1,202.79%
Jun 30, 2025	PEAK FINANCIAL ADVISORS LLC	1.46%	547.26K	21.59M	398.26K	+267.30%
Jun 30, 2025	TECTONIC ADVISORS LLC	1.51%	564.99K	22.29M	43.17K	+8.27%
Jun 30, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.13%	47.64K	1.88M	-5.03K	-9.55%
Jun 30, 2025	MORLING FINANCIAL ADVISORS, LLC	1.79%	669K	26.39M	669K	+100.00%
Jun 30, 2025	FRANCIS FINANCIAL, INC.	2.02%	757.6K	29.89M	298.09K	+64.87%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.79%	1.04M	41.22M	141.11K	+15.61%
Jun 30, 2025	UBS GROUP AG	3.13%	1.17M	46.26M	1.17M	+100.00%
Jun 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	3.67%	1.37M	54.2M	70.28K	+5.39%
Jun 30, 2025	CWM, LLC	0.16%	60.6K	2.39M	60.6K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	72.06K	2.84M	72.06K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	79.53K	3.14M	45.44K	+133.28%
Jun 30, 2025	TSFG, LLC	0.27%	100.55K	3.97M	100.55K	+100.00%
Mar 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.96%	228.15K	8.94M	4.11K	+1.84%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.5%	1.07M	41.96M	1.01M	+1,745.22%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	135.51K	5.31M	25.28K	+22.93%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.58%	137.47K	5.38M	77.06K	+127.57%
Mar 31, 2025	PEAK FINANCIAL ADVISORS LLC	0.63%	149K	5.84M	149K	+100.00%
Mar 31, 2025	WJ WEALTH MANAGEMENT, LLC	0.63%	149.04K	5.84M	149.04K	+100.00%
Mar 31, 2025	M&T BANK CORP	5.45%	1.3M	50.85M	190.02K	+17.15%
Mar 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	5.48%	1.3M	51.06M	63.84K	+5.15%
Mar 31, 2025	CAPITAL SQUARE, LLC	0.06%	14.95K	585.71K	14.95K	+100.00%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.08%	18K	704.98K	11.11K	+161.29%
Mar 31, 2025	CAP PARTNERS, LLC	0.08%	18.58K	727.83K	2.82K	+17.88%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.09%	20.49K	802.71K	-743	-3.50%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	20.66K	809.25K	670	+3.35%
Mar 31, 2025	MARINER, LLC	0.09%	20.99K	822.32K	3.52K	+20.16%
Mar 31, 2025	OPPENHEIMER & CO INC	0.11%	25.22K	987.91K	14.7K	+139.61%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	38.96K	1.53M	20.67K	+112.98%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	43.8K	1.72M	8.9K	+25.50%
Mar 31, 2025		0.18%	44.01K	1.72M	2.77K	+6.72%
Mar 31, 2025	FRONTIER ASSET MANAGEMENT, LLC	0.22%	52.67K	2.06M	31.64K	+150.44%
Mar 31, 2025	LEELYN SMITH, LLC	0.27%	63.82K	2.5M	-1.36K	-2.08%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	72.17K	2.83M	35.34K	+95.95%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.34%	81.08K	3.18M	15.35K	+23.36%
Mar 31, 2025	WEAVER CAPITAL MANAGEMENT LLC	1.62%	385.64K	15.11M	264.61K	+218.62%
Mar 31, 2025	FRANCIS FINANCIAL, INC.	1.93%	459.51K	18M	459.51K	+100.00%
Mar 31, 2025	TECTONIC ADVISORS LLC	2.19%	521.82K	20.44M	24.9K	+5.01%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	28.74K	1.13M	28.74K	+100.00%
Mar 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.06%	13.92K	545.35K	27	+0.19%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	14K	548.3K	-136	-0.96%
Mar 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.06%	14.73K	576.94K	14.73K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.06%	14.94K	585K	-1.73K	-10.37%
Mar 31, 2025	UMB BANK, N.A.	0.12%	28.23K	1.11M	0	0
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.14%	34.06K	1.33M	34.06K	+100.00%
Mar 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	2.19%	522.3K	20.46M	-105.45K	-16.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.8%	903.75K	35.4M	459.53K	+103.44%
Mar 31, 2025	TCW GROUP INC	0.77%	183.92K	7.2M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.87%	206.53K	8.09M	61.67K	+42.58%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	17.09%	4.07M	159.28M	312.44K	+8.32%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	42.94K	1.68M	42.94K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.18%	43.04K	1.69M	28.72K	+200.66%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	4.82%	1.15M	44.94M	287.83K	+33.49%
Mar 31, 2025	ARGENT TRUST CO	0.11%	27.2K	1.07M	27.2K	+100.00%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.44%	105.61K	4.14M	105.61K	+100.00%
Mar 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.16%	37.39K	1.46M	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.07%	15.64K	612.66K	-344	-2.15%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	34.09K	1.34M	603	+1.80%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	38.27K	1.5M	19.22K	+100.88%
Mar 31, 2025	LPL FINANCIAL LLC	4.43%	1.05M	41.28M	464.5K	+78.81%

Frequently Asked Questions