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

Who are the major shareholders selling Invesco Equal Weight 0-30 Years Treasury ETF stock?

ALTERI WEALTH LLC, in the last quarter, reduced its stake in GOVI by -11.39% restricting it's holding to 22.45 thousand shares of worth nearly $618.36K. DYNAMIC ADVISOR SOLUTIONS LLC also lessened -21.25% of the GOVI shares from its portfolio, reducing its holding to 45.53 thousand shares of worth $1.25M. ARETE WEALTH ADVISORS, LLC also shunned GOVI shares holding by -9.25% last quarter which brought its holding to 44.8 thousand shares worth $1.23M.

Investors who are buying GOVI stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in GOVI by 14.8% in the last quarter. The institutional holder raised its holding to 83.27 thousand shares having worth more than $2.29B. also added 100% more shares of GOVI to its portfolio, raising its holding to 106.64 thousand shares of worth $2.94B. PROSPERA FINANCIAL SERVICES INC also increased its GOVI shares holding by 5.2% which brought its holding to 32.81 thousand shares worth $903.75K.

GOVI's major insiders: who are they?

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

Did an insider recently sell GOVI stock?

Company executives, directors, and other insiders own N/A percent of Invesco Equal Weight 0-30 Years Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which GOVI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased GOVI stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Equal Weight 0-30 Years Treasury ETF insiders have bought stock, totalling 0 shares

How much of GOVI does insiders own?

Around 0 Invesco Equal Weight 0-30 Years Treasury ETF shares are held by insiders, which represents about N/A of GOVI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GOVI?

ALTERI WEALTH LLC is the largest institutional owner in GOVI which holds 22.45 thousand shares worth $618.36K or 0.07% of the total GOVI shares outstanding followed by JANE STREET GROUP, LLC with ownership of 83.27 thousand shares representing 0.27% of the GOVI ownership. is the third largest stakeholder with 106.64 thousand shares or 0.34% of the ownership worth more than $2.94B.

Is Invesco Equal Weight 0-30 Years Treasury 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 GOVI is concerned, it is a stock which is not optionable.

Is there a short position on GOVI's shares?

Number of GOVI 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 GOVI shares are there?

As of today, null shares of GOVI are outstanding.

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

GOVI 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 GOVI is null.

Invesco Equal Weight 0-30 Years Treasury ETF (GOVI) 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. ALTERI WEALTH LLC is the top corporate investor, holding 22.45K shares valued at $618.36K. A 0.07% stake in Invesco Equal Weight 0-30 Years Treasury ETF is owned by the company. JANE STREET GROUP, LLC owns 83.27K shares valued at $2.29B, which translates its holding of 0.27% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ALTERI WEALTH LLC	0.07%	22.45K	618.36K	-2.89K	-11.39%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	83.27K	2.29B	10.73K	+14.80%
Dec 31, 2025		0.34%	106.64K	2.94B	106.64K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	32.81K	903.75K	1.62K	+5.20%
Dec 31, 2025	WESTMOUNT PARTNERS, LLC	0.12%	40K	2.22M	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	40.08K	1.1M	14.4K	+56.08%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.13%	42.82K	1.18M	4.05K	+10.44%
Dec 31, 2025	SEQUENT PLANNING LLC	0.14%	44.04K	1.21M	2.84K	+6.89%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	45.53K	1.25M	-12.29K	-21.25%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	44.62K	1.23B	8.88K	+24.84%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	44.8K	1.23M	-4.57K	-9.25%
Dec 31, 2025	ROYAL BANK OF CANADA	0.95%	295.29K	8.14B	-1.32K	-0.44%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.14%	670.01K	18.46M	-205.49K	-23.47%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	16.62K	457.78K	-8.62K	-34.15%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.06%	17.7K	487.64M	0	0
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	19.4K	534.42K	1.69K	+9.53%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.06%	19.01K	523.59K	-3.99K	-17.37%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	19.4K	534.58K	2.91K	+17.66%
Dec 31, 2025	UBS GROUP AG	0.06%	19.05K	524.94M	889	+4.89%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	24.16K	665.58M	24.16K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.36K	727.19K	-1.28K	-4.62%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.08%	26.62K	733.48K	-605	-2.22%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	26.34K	726K	-45.24K	-63.20%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.16%	49.77K	1.37M	-33.08K	-39.93%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	59.86K	1.65B	5.45K	+10.02%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.23%	73.28K	2.02M	-4.42K	-5.69%
Dec 31, 2025	IFG ADVISORY, LLC	0.04%	11.09K	305.48K	-277	-2.44%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.26%	82.38K	2.27B	53.33K	+183.60%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.34%	110.07K	3.03M	-78.05K	-41.49%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.45%	143.24K	3.95M	-78.69K	-35.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	142.78K	3.93B	-12.9K	-8.29%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	146.49K	4.04M	-30.2K	-17.09%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.47%	151.33K	4.17M	-15.51K	-9.30%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.47%	147.42K	4.06B	-124.51K	-45.79%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.53%	170.42K	4.7M	-123.85K	-42.09%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.67%	208.84K	5.75B	162.78K	+353.43%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.7%	219.2K	6.04M	-191.03K	-46.57%
Dec 31, 2025	MORGAN STANLEY	0.72%	223.15K	6.15B	3.77K	+1.72%
Dec 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.97%	305.12K	8.38M	1.63K	+0.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	308.19K	8.49B	-105.13K	-25.43%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1%	310.4K	8.55M	-437.56K	-58.50%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	1.08%	340.54K	9.38M	-118.21K	-25.77%
Dec 31, 2025	STEWARDSHIP ADVISORS, LLC	1.18%	379.16K	10.45M	-393.54K	-50.93%
Dec 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.41%	453.92K	12.51M	17.43K	+3.99%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.45%	452.9K	12.48B	24.25K	+5.66%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	1.6%	499.3K	13.76B	178K	+55.40%
Dec 31, 2025	PETIX & BOTTE CO	1.87%	601.07K	16.56M	80.06K	+15.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.95%	609.11K	16.78M	-4.35K	-0.71%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.99%	931.71K	25.67B	-319.28K	-25.52%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	7.85%	2.47M	67.97M	-56.29K	-2.23%
Dec 31, 2025	LPL FINANCIAL LLC	12.57%	3.95M	108.91M	-767.5K	-16.26%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	9.83K	270.7K	2.04K	+26.27%
Dec 31, 2025	COMMUNITY BANK & TRUST, WACO, TEXAS	0.03%	9.92K	273K	9.92K	+100.00%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.03%	10K	275.5K	0	0
Dec 31, 2025	GTS SECURITIES LLC	0.03%	10.58K	291.45K	10.58K	+100.00%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	11.14K	307.01K	-5.56K	-33.28%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.04%	11.58K	319.11K	-99	-0.85%
Sep 30, 2025	UBS GROUP AG	0.05%	18.17K	504.26K	-211	-1.15%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.13%	428.65K	11.73M	45.13K	+11.77%
Sep 30, 2025	PETIX & BOTTE CO	1.37%	521.01K	14.46M	67.08K	+14.78%
Sep 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.8%	303.48K	8.42M	18.7K	+6.56%
Sep 30, 2025	MORGAN STANLEY	0.58%	219.39K	6.09M	4.86K	+2.27%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	176.69K	4.91M	96.13K	+119.32%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	77.7K	2.16M	21.03K	+37.12%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	43.1K	2.33M	43.1K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.1%	38.77K	1.08M	-59.42K	-60.52%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	6.63%	2.52M	70.05M	73.38K	+3.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.29%	1.25M	34.73M	213.42K	+20.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.3%	875.5K	24.3M	-45.29K	-4.92%
Sep 30, 2025	STEWARDSHIP ADVISORS, LLC	2.03%	772.7K	21.45M	41.34K	+5.65%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.61%	613.46K	17.03M	9.79K	+1.62%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	1.21%	458.75K	12.74M	458.75K	+100.00%
Sep 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.15%	436.48K	12.12M	7.61K	+1.78%
Sep 30, 2025	VESTGEN ADVISORS, LLC	1.09%	413.55K	11.48M	6.98K	+1.72%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.58%	221.94K	6.16M	17.41K	+8.51%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.49%	188.12K	5.22M	188.12K	+100.00%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.22%	82.84K	2.3M	4.45K	+5.67%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	74.31K	2.06M	74.31K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	72.53K	2.01M	72.53K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	71.58K	1.99M	9.75K	+15.76%
Sep 30, 2025	SEQUENT PLANNING LLC	0.11%	41.2K	1.14M	2.43K	+6.27%
Sep 30, 2025	WESTMOUNT PARTNERS, LLC	0.11%	40K	2.16M	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	27.64K	768.56K	1.14K	+4.31%
Sep 30, 2025	LPL FINANCIAL LLC	12.41%	4.72M	131.04M	782.9K	+19.88%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.77%	294.28K	8.17M	104.53K	+55.09%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.4%	153.61K	4.26M	4.54K	+3.05%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.15%	57.82K	1.61M	-2.57K	-4.26%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	54.41K	1.51M	1.78K	+3.37%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	46.06K	1.28M	-21.72K	-32.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	29.05K	806.32K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.07%	27.23K	755.86K	2.71K	+11.05%
Sep 30, 2025	ALTERI WEALTH LLC	0.07%	25.33K	703.16K	2.68K	+11.82%
Sep 30, 2025	INVESCO LTD.	14.49%	5.51M	152.97M	2.9M	+111.28%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	17.71K	491.63K	499	+2.90%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	491.35K	0	0
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	16.7K	463.64K	2.56K	+18.09%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.49K	457.82K	25	+0.15%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	11.68K	324.3K	543	+4.87%
Sep 30, 2025	IFG ADVISORY, LLC	0.03%	11.37K	315.5K	1.03K	+9.96%
Sep 30, 2025		0.03%	10.65K	295.73K	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.03%	10K	277.6K	10K	+100.00%
Sep 30, 2025	AXIM PLANNING & WEALTH	0.02%	8.27K	229.66K	-1.73K	-17.33%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	7.78K	216.04K	4	+0.05%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.02%	7.32K	203.09K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	4.88K	135.36K	802	+19.69%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	4.83K	134.11K	-3.57K	-42.46%
Sep 30, 2025	ST GERMAIN D J CO INC	0.01%	4.48K	124.23K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.08%	410.23K	11.39M	101.37K	+32.82%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	25.68K	710.19K	6.29K	+32.45%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	25.23K	700.49K	847	+3.47%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, LLC	0.91%	346.33K	12.12M	346.33K	+100.00%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.84%	321.3K	8.92M	321.3K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.78%	296.61K	8.23M	-13.81K	-4.45%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.63%	240.84K	6.69M	-13.13K	-5.17%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	49.37K	1.37M	3.52K	+7.67%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.71%	271.94K	7.55M	5.07K	+1.90%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	35.74K	992.23K	7.12K	+24.89%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.09%	34.91K	969.1K	34.91K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	31.18K	865.59K	1.16K	+3.87%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.97%	747.97K	20.76M	23.77K	+3.28%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.09%	413.32K	11.47M	119.73K	+40.78%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.44%	166.84K	4.63M	-19.79K	-10.60%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	155.68K	4.32M	-21.06K	-11.91%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	23K	638.45K	557	+2.48%
Sep 30, 2025	NFP RETIREMENT, INC.	0.06%	21.77K	1.36M	21.77K	+100.00%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.05%	19.91K	868K	19.91K	+100.00%
Jun 30, 2025	STEWARDSHIP ADVISORS, LLC	2.12%	731.36K	20.09M	-3.5K	-0.48%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	67.78K	1.86M	8.9K	+15.12%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	61.83K	1.7M	-71.97K	-53.79%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	56.67K	1.56M	15.14K	+36.46%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	52.63K	1.45M	-6.29K	-10.67%
Jun 30, 2025	UBS GROUP AG	0.05%	18.38K	504.79K	-12.42K	-40.34%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.01%	1.04M	28.5M	67.71K	+6.98%
Jun 30, 2025	PETIX & BOTTE CO	1.32%	453.93K	12.47M	66.07K	+17.04%
Jun 30, 2025	ROYAL BANK OF CANADA	0.9%	310.41K	8.53M	3.62K	+1.18%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.77%	266.86K	7.33M	79.95K	+42.78%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.74%	253.97K	6.98M	-28.45K	-10.07%
Jun 30, 2025	MORGAN STANLEY	0.62%	214.53K	5.89M	-7.37K	-3.32%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.59%	204.53K	5.62M	66.96K	+48.67%
Jun 30, 2025	GTS SECURITIES LLC	0.14%	48.46K	1.33M	40.07K	+477.62%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	45.85K	1.26M	110	+0.24%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	486.22K	0	0
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	17.21K	472.79K	838	+5.12%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	16.47K	452.35K	1.23K	+8.10%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	14.14K	388.51K	2.42K	+20.60%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	14.03K	385.49K	6.61K	+89.00%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	11.14K	305.99K	3.2K	+40.33%
Jun 30, 2025	IFG ADVISORY, LLC	0.03%	10.34K	283.94K	10.34K	+100.00%
Jun 30, 2025	AXIM PLANNING & WEALTH	0.03%	10.01K	274.89K	10.01K	+100.00%
Jun 30, 2025	SCIENTECH RESEARCH LLC	0.03%	9.44K	259.32K	9.44K	+100.00%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.02%	8.52K	233.89K	8.52K	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	8.4K	230.63K	-565	-6.31%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	7.78K	213.66K	4	+0.05%
Jun 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.24%	428.87K	11.78M	10.74K	+2.57%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.93%	319.96K	8.79M	-97.31K	-23.32%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.28%	98.19K	2.7M	-114.57K	-53.85%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	31.72K	871.38K	6.97K	+28.18%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	29.05K	797.89K	29.05K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	28.62K	786.16K	28.62K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.67%	920.79K	25.29M	595.72K	+183.26%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.49K	722.2K	-86	-0.32%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	24.39K	670K	3.11K	+14.61%
Jun 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.83%	284.79K	7.82M	72.04K	+33.86%
Jun 30, 2025		0.07%	22.65K	622.25K	4.12K	+22.21%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.07%	24.52K	673.53K	-231	-0.93%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.55%	189.74K	5.21M	-95.25K	-33.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.11%	383.52K	10.54M	66.87K	+21.12%
Jun 30, 2025	LPL FINANCIAL LLC	11.42%	3.94M	108.17M	734.13K	+22.92%
Jun 30, 2025	INVESCO LTD.	7.56%	2.61M	71.64M	-6.11M	-70.08%
Jun 30, 2025	VESTGEN ADVISORS, LLC	1.18%	406.57K	11.2M	14.48K	+3.69%
Jun 30, 2025	ELIOS FINANCIAL GROUP INC.	0.15%	51.33K	1.41M	5.48K	+11.94%
Jun 30, 2025	WESTMOUNT PARTNERS, LLC	0.12%	40K	2.05M	40K	+100.00%
Jun 30, 2025	ALTERI WEALTH LLC	0.07%	22.65K	622.25K	4.12K	+22.21%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.9%	308.86K	8.48M	6.98K	+2.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.75%	603.67K	16.58M	36.56K	+6.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.1%	724.2K	19.89M	7.21K	+1.01%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	7.11%	2.45M	67.3M	54.7K	+2.28%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.43%	149.06K	4.09M	28.81K	+23.96%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	60.39K	1.66M	-44.3K	-42.31%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	30.02K	824.61K	2.32K	+8.36%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	19.39K	528.93K	4.7K	+32.01%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	22.44K	616.48K	3.92K	+21.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	85.4K	2.35M	8.4K	+10.90%
Jun 30, 2025	SEQUENT PLANNING LLC	0.11%	38.77K	1.06M	3.32K	+9.36%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	293.59K	8.07M	29.52K	+11.18%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.54%	186.63K	5.13M	18.79K	+11.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	176.74K	4.85M	-31.56K	-15.15%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	80.56K	2.21M	46.23K	+134.68%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.23%	78.4K	2.15M	4.14K	+5.57%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.06%	20.79K	289.17K	20.79K	+100.00%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	15.23K	423.78K	3.78K	+33.02%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	16.37K	455.5K	1.08K	+7.06%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.06%	20.79K	289.17K	20.79K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	24.75K	688.49K	339	+1.39%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.08%	24.75K	688.55K	11.24K	+83.13%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.58K	739.42K	-210	-0.78%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	45.74K	1.27M	-13.04K	-22.18%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	58.88K	3.7M	15.36K	+35.31%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	34.33K	955K	8.82K	+34.58%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.65%	212.76K	5.92M	212.76K	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	58.92K	1.64M	-1.3K	-2.15%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.24%	77.01K	2.14M	-67.53K	-46.72%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	104.69K	2.91M	-700.06K	-86.99%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.86%	282.42K	7.86M	21.48K	+8.23%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.88%	287.05K	7.99M	287.05K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.92%	301.89K	8.4M	-14.81K	-4.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.94%	306.8K	8.54M	18.95K	+6.58%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.97%	316.65K	8.81M	-316.85K	-50.02%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.99%	325.07K	9.04M	7.65K	+2.41%
Mar 31, 2025	SCARBOROUGH ADVISORS, LLC	1.27%	417.27K	11.61M	18.45K	+4.63%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.96%	969.87K	26.98M	969.87K	+100.00%
Mar 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.28%	418.13K	11.63M	18.43K	+4.61%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	567.12K	15.78M	69.5K	+13.97%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.19%	716.99K	19.95M	231.96K	+47.82%
Mar 31, 2025	STEWARDSHIP ADVISORS, LLC	2.24%	734.86K	20.44M	154.51K	+26.62%
Mar 31, 2025	LPL FINANCIAL LLC	9.78%	3.2M	89.12M	160.65K	+5.28%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	264.08K	7.35M	58.44K	+28.42%
Mar 31, 2025	MORGAN STANLEY	0.68%	221.9K	6.17M	123.97K	+126.60%
Mar 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.65%	212.75K	5.92M	212.75K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	21.28K	592K	-592	-2.71%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.87%	285K	7.93M	31.57K	+12.46%
Mar 31, 2025	PETIX & BOTTE CO	1.18%	387.86K	10.79M	116.29K	+42.82%
Mar 31, 2025	INVESCO LTD.	26.62%	8.72M	242.54M	-39.26K	-0.45%
Mar 31, 2025		0.06%	18.54K	515.67K	10.92K	+143.32%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	27.71K	770.71K	-31.1K	-52.89%
Mar 31, 2025	UBS GROUP AG	0.09%	30.8K	856.86K	-17.44K	-36.16%
Mar 31, 2025	SEQUENT PLANNING LLC	0.11%	35.45K	986.19K	-9.76K	-21.59%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.37%	120.25K	3.35M	120.25K	+100.00%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.23%	74.26K	2.07M	16.13K	+27.74%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	133.8K	3.72M	23.72K	+21.55%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.57%	186.91K	5.2M	186.91K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	7.31%	2.4M	66.64M	434.32K	+22.15%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.06%	18.53K	500.73K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	492.41K	17.7K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.64%	208.3K	5.79M	30.97K	+17.46%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.51%	167.84K	4.67M	23.96K	+16.65%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	41.53K	1.16M	41.53K	+100.00%
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.42%	137.57K	3.72M	-1.59K	-1.14%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	14.69K	406.27K	4.5K	+44.23%

Frequently Asked Questions