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

Who are the major shareholders selling First Trust High Income Strategic Focus ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in HISF by -100% restricting it's holding to 0 shares of worth nearly -. ANCHOR INVESTMENT MANAGEMENT, LLC also lessened -100% of the HISF shares from its portfolio, reducing its holding to 0 shares of worth -. MORGAN STANLEY also shunned HISF shares holding by -99.97% last quarter which brought its holding to 1 shares worth $46.00.

Investors who are buying HISF stock?

As per its latest 13F filing, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC increased its stake in HISF by 100% in the last quarter. The institutional holder raised its holding to 1.5 thousand shares having worth more than $67.62K. RAYMOND JAMES FINANCIAL INC also added 5.48% more shares of HISF to its portfolio, raising its holding to 24.44 thousand shares of worth $1.11M. CITADEL ADVISORS LLC also increased its HISF shares holding by 220.04% which brought its holding to 35.3 thousand shares worth $1.60M.

HISF's major insiders: who are they?

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

Did an insider recently sell HISF stock?

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

Which insider recently purchased HISF stock?

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

How much of HISF does insiders own?

Around 0 First Trust High Income Strategic Focus ETF shares are held by insiders, which represents about N/A of HISF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HISF?

HIGHTOWER ADVISORS, LLC is the largest institutional owner in HISF which holds 0 shares worth - or 0% of the total HISF shares outstanding followed by ANCHOR INVESTMENT MANAGEMENT, LLC with ownership of 0 shares representing 0% of the HISF ownership. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 1.5 thousand shares or 0.08% of the ownership worth more than $67.62K.

Is First Trust High Income Strategic Focus 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 HISF is concerned, it is a stock which is not optionable.

Is there a short position on HISF's shares?

Number of HISF 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 HISF shares are there?

As of today, null shares of HISF are outstanding.

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

HISF 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 HISF is null.

First Trust High Income Strategic Focus ETF (HISF) 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.

ShortableNo

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. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in First Trust High Income Strategic Focus ETF is owned by the company. ANCHOR INVESTMENT MANAGEMENT, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-8.05K	-100.00%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0%	0	-	-110	-100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	1.5K	67.62K	1.5K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	46	-3.75K	-99.97%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.26%	24.03K	1.09M	-1.9K	-7.33%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	24.44K	1.11M	1.27K	+5.48%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	60	0	0
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	34	2K	0	0
Dec 31, 2025	TIDEMARK, LLC	0.01%	113	5.11K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	1.86%	35.3K	1.6M	24.27K	+220.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.06%	39.15K	1.77M	1.19K	+3.14%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.07%	1.37K	61.92K	11	+0.81%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.41%	26.74K	1.21M	1.38K	+5.44%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	1.45%	27.57K	1.25M	391	+1.44%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.68%	31.99K	1.45M	23.03K	+257.08%
Dec 31, 2025	BETTERMENT LLC	2.56%	48.68K	2.2M	6.31K	+14.88%
Dec 31, 2025	TRU INDEPENDENCE LLC	3.45%	65.47K	2.96M	5.45K	+9.08%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.82%	129.55K	5.86M	35.81K	+38.20%
Dec 31, 2025	LPL FINANCIAL LLC	11.02%	209.37K	9.47M	49.08K	+30.62%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.36%	6.76K	305.93K	3	+0.04%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	23.2%	440.76K	19.94M	160.84K	+57.46%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.64%	12.19K	551K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.08%	20.59K	931.77K	31	+0.15%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.63%	11.91K	538.66K	502	+4.40%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.47%	8.94K	404.58K	109	+1.23%
Dec 31, 2025	ROYAL BANK OF CANADA	1.93%	36.67K	1.66M	4.74K	+14.85%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-4.36K	-100.00%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.03%	660	29.86K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	1.26K	57.14K	2	+0.16%
Dec 31, 2025	ALTUS WEALTH GROUP LLC	0.27%	5.19K	235K	-632	-10.85%
Dec 31, 2025	PRIVATE TRUST CO NA	0.05%	942	42.62K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	1.67K	75.37K	1.67K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	3.23K	146.25K	500	+18.30%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.22%	4.21K	190.48K	4.21K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.59%	11.26K	509.23K	11.26K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-6.75K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	8.2%	93.74K	4.23M	29.77K	+46.54%
Sep 30, 2025	TRU INDEPENDENCE LLC	5.25%	60.02K	2.71M	1.44K	+2.46%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.59%	6.76K	305.28K	6.76K	+100.00%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.77%	8.83K	398.95K	-3.43K	-27.98%
Sep 30, 2025	ROYAL BANK OF CANADA	2.79%	31.93K	1.44M	-295	-0.92%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.32%	37.96K	1.71M	230	+0.61%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-2K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	24.48%	279.92K	12.64M	279.92K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-7.42K	-100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-4.21K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	36	1	+100.00%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	34	2K	0	0
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	110	4.97K	110	+100.00%
Sep 30, 2025	TIDEMARK, LLC	0.01%	113	5.1K	0	0
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.06%	660	29.81K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	1.26K	56.95K	2	+0.16%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.03%	23.17K	1.05M	7.43K	+47.23%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	2.22%	25.36K	1.15M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.27%	25.93K	1.17M	-1.1K	-4.08%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.12%	1.36K	61.33K	853	+168.91%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	2.73K	122.61K	0	0
Sep 30, 2025	MORGAN STANLEY	0.33%	3.75K	169.42K	0	0
Sep 30, 2025	ALTUS WEALTH GROUP LLC	0.51%	5.83K	263.13K	2	+0.03%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.59%	6.75K	304.73K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.7%	8.05K	363.7K	90	+1.13%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	8.96K	405K	7	+0.08%
Sep 30, 2025	CITADEL ADVISORS LLC	0.96%	11.03K	498.17K	11.03K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	1%	11.4K	515.03K	50	+0.44%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.07%	12.19K	550K	12.19K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	1.8%	20.56K	928.75K	29	+0.14%
Sep 30, 2025	BETTERMENT LLC	3.71%	42.37K	1.91M	42.37K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	14.02%	160.29K	7.24M	20.44K	+14.62%
Sep 30, 2025	BREAKTHRU ADVISORY SERVICES, LLC	0%	0	-	-93.97K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-330	-100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.08%	942	42.55K	942	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.38%	4.36K	196.68K	1.5K	+52.75%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	2.38%	27.18K	1.23M	1.85K	+7.29%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.31%	37.73K	1.69M	-869	-2.25%
Jun 30, 2025	JANE STREET GROUP, LLC	0.65%	7.42K	331.53K	-19.46K	-72.41%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	1.8%	20.53K	918.09K	124	+0.61%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.7%	7.96K	356K	-2.22K	-21.83%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.38%	15.74K	703.51K	1	+0.01%
Jun 30, 2025		1.08%	12.26K	548K	-221	-1.77%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.59%	6.75K	301.66K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.53%	6.07K	271.44K	6	+0.10%
Jun 30, 2025	ALTUS WEALTH GROUP LLC	0.51%	5.82K	260.39K	-85	-1.44%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.37%	4.21K	188.23K	0	0
Jun 30, 2025	MORGAN STANLEY	0.33%	3.75K	167.73K	3.75K	+375,000.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.18%	2K	89.2K	-40	-1.97%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	1.26K	56.29K	1.26K	+100.00%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	34	2K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.61%	63.97K	2.86M	8.72K	+15.78%
Jun 30, 2025	TRU INDEPENDENCE LLC	5.14%	58.58K	2.62M	3.28K	+5.93%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	2.22%	25.34K	1.13M	973	+3.99%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	1%	11.35K	507.61K	1.94K	+20.55%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	8.95K	400K	-488	-5.17%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.06%	660	29.51K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	330	14.75K	0	0
Jun 30, 2025	TIDEMARK, LLC	0.01%	113	5.05K	-6.31K	-98.24%
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0%	0	-	-5.55K	-100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.25%	2.85K	127.46K	-1.9K	-40.03%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-48.96K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-163	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	12.27%	139.84K	6.25M	29.33K	+26.54%
Jun 30, 2025	ROYAL BANK OF CANADA	2.83%	32.22K	1.44M	-8.03K	-19.94%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.37%	27.03K	1.21M	-1.99K	-6.84%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	2.23%	25.36K	1.13M	-466	-1.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	2.73K	122.14K	-389	-12.46%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.04%	505	22.58K	0	0
Jun 30, 2025	BREAKTHRU ADVISORY SERVICES, LLC	8.25%	93.97K	4.16M	0	0
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	1.08%	12.26K	548K	-221	-1.77%
Mar 31, 2025	CITADEL ADVISORS LLC	4.64%	48.96K	2.17M	42.49K	+657.29%
Mar 31, 2025	ROYAL BANK OF CANADA	3.82%	40.25K	1.78M	3K	+8.04%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.94%	20.41K	903.19K	-3.47K	-14.54%
Mar 31, 2025		1.18%	12.49K	552K	-96	-0.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.9%	9.44K	418K	-558	-5.58%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.89%	9.42K	416.79K	262	+2.86%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.64%	6.75K	298.57K	0	0
Mar 31, 2025	TIDEMARK, LLC	0.61%	6.42K	284.21K	140	+2.23%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.58%	6.07K	268.39K	21	+0.35%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	3.12K	138.1K	-2.96K	-48.68%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	2.04K	90.05K	-600	-22.77%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.05%	505	22.35K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	330	14.6K	0	0
Mar 31, 2025	UBS GROUP AG	0.02%	163	7.21K	-443	-73.10%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	0%	34	2K	0	0
Mar 31, 2025	MORGAN STANLEY	0%	1	46	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-800	-100.00%
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0%	0	-	-1.3K	-100.00%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.53%	5.55K	245.62K	-50	-0.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.75%	29.02K	1.28M	-6.52K	-18.35%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	15.73K	696.27K	88	+0.56%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	2.45%	25.83K	1.14M	3.21K	+14.19%
Mar 31, 2025	LPL FINANCIAL LLC	10.48%	110.51K	4.89M	-14.08K	-11.30%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	2.31%	24.36K	1.08M	215	+0.89%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.24%	55.25K	2.45M	27.79K	+101.19%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.66%	38.6K	1.71M	-74	-0.19%
Mar 31, 2025	JANE STREET GROUP, LLC	2.55%	26.87K	1.19M	-823	-2.97%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.97%	10.19K	450.74K	113	+1.12%
Mar 31, 2025	ALTUS WEALTH GROUP LLC	0.56%	5.91K	261.49K	14	+0.24%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.45%	4.75K	208.53K	77	+1.65%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.4%	4.21K	186.3K	-1.29K	-23.41%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0%	0	-	-6.61K	-100.00%
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.06%	660	29.21K	0	0
Mar 31, 2025	TRU INDEPENDENCE LLC	5.25%	55.3K	2.45M	-1.34K	-2.37%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0%	0	-	-7.49K	-100.00%
Mar 31, 2024	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.95%	7.07K	312.5K	-110	-1.53%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.36%	10.44K	462K	4.48K	+75.03%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.58%	12.19K	538.95K	-4.03K	-24.85%
Mar 31, 2024	CEDRUS LLC	1.04%	7.69K	340.09K	550	+7.70%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	4.29%	31.8K	1.41M	1.86K	+6.20%
Mar 31, 2024	TRU INDEPENDENCE LLC	5.71%	42.34K	1.87M	42.34K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	8.9%	68.44K	3.03M	-7.8K	-10.23%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-43.14K	-100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.94%	6.95K	307.71K	6.95K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-4.64K	-100.00%
Mar 31, 2024	ALPHAMARK ADVISORS, LLC	0%	0	-	-40	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	1	48	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	52	0	0
Mar 31, 2024	MAIN STREET GROUP, LTD	0.03%	242	10.69K	1	+0.41%
Mar 31, 2024	VITALSTONE FINANCIAL, LLC	0.04%	305	13	0	0
Mar 31, 2024	BENJAMIN EDWARDS INC	0.05%	350	15K	0	0
Mar 31, 2024	TIDEMARK, LLC	0.06%	425	18.8K	0	0
Mar 31, 2024	UBS GROUP AG	0.06%	446	19.73K	-1.74K	-79.56%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.09%	660	29.19K	37	+5.94%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	1.1K	48.65K	0	0
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.67%	4.97K	219.91K	4.97K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.69%	5.33K	235.87K	-8.49K	-61.41%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.71%	5.28K	233.54K	-280	-5.04%
Mar 31, 2024	ROYAL BANK OF CANADA	2.4%	18.43K	815K	-36	-0.19%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	3.21%	23.8K	1.05M	-995	-4.01%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	3.64%	27K	1.19M	27K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	4.8%	35.59K	1.57M	35.59K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	6.66%	51.24K	2.27M	-7.63K	-12.96%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.74%	5.71K	252.56K	90	+1.60%
Mar 31, 2024	VISIONARY WEALTH ADVISORS	0.89%	6.61K	292.54K	117	+1.80%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.92%	6.86K	303.29K	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	1%	7.38K	326.6K	-2.33K	-23.98%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	1.03%	7.66K	339K	7.66K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	1.1%	8.19K	362.04K	7	+0.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.23%	9.48K	419.22K	4.87K	+105.51%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.25%	9.59K	423K	-860	-8.23%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.07%	521	23.37K	0	0
Dec 31, 2023		0.03%	241	10.84K	241	+100.00%
Dec 31, 2023	VITALSTONE FINANCIAL, LLC	0.04%	305	14K	0	0
Dec 31, 2023	BENJAMIN EDWARDS INC	0.05%	350	16K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.48%	10.45K	466K	-5.4K	-34.07%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.95%	13.82K	619.84K	-1.02K	-6.87%
Dec 31, 2023	ROYAL BANK OF CANADA	2.61%	18.47K	828K	-575	-3.02%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	4.23%	29.94K	1.34M	612	+2.09%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.97%	6.86K	307.57K	-6.12K	-47.16%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	3.5%	24.8K	1.1M	-2.5K	-9.17%
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.09%	623	27.95K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.16%	1.1K	49K	0	0
Dec 31, 2023	UBS GROUP AG	0.31%	2.18K	97.87K	1.82K	+502.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.65%	4.61K	206.87K	4.61K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.65%	4.64K	207.9K	-5.72K	-55.26%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.79%	5.56K	249.39K	-250	-4.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.79%	5.62K	252.09K	5.62K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	5.96K	268K	-1.98K	-24.90%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.92%	6.5K	291.4K	6.5K	+100.00%
Dec 31, 2023	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	1.01%	7.18K	321.84K	-258	-3.47%
Dec 31, 2023	WATERLOO CAPITAL, L.P.	1.06%	7.49K	335.93K	7.49K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	1.15%	8.18K	366.81K	531	+6.94%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.09%	43.14K	962K	43.14K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	8.31%	58.87K	2.64M	321	+0.55%
Dec 31, 2023	LPL FINANCIAL LLC	10.76%	76.24K	3.42M	6.27K	+8.96%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	36	0	0
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	1.37%	9.71K	435.68K	-340	-3.38%
Dec 31, 2023	MORGAN STANLEY	0%	1	72	1	+100.00%
Dec 31, 2023	ALPHAMARK ADVISORS, LLC	0.01%	40	2K	0	0
Dec 31, 2023	DB WEALTH MANAGEMENT GROUP, LLC	0.01%	46	2.06K	0	0

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