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

Who are the major shareholders selling iShares Evolved U.S. Technology ETF stock?

SUSQUEHANNA INTERNATIONAL GROUP, LLP, in the last quarter, reduced its stake in IETC by -55.92% restricting it's holding to 10.37 thousand shares of worth nearly $1.11M. OAKWELL PRIVATE WEALTH MANAGEMENT, LLC also lessened -32.69% of the IETC shares from its portfolio, reducing its holding to 35.36 thousand shares of worth $3.80M. UBS GROUP AG also shunned IETC shares holding by -14.52% last quarter which brought its holding to 4.87 thousand shares worth $523.12K.

Investors who are buying IETC stock?

As per its latest 13F filing, ADVISORS CAPITAL MANAGEMENT, LLC increased its stake in IETC by 23.93% in the last quarter. The institutional holder raised its holding to 22.11 thousand shares having worth more than $2.37M. LIBERTY ONE INVESTMENT MANAGEMENT, LLC also added 40.58% more shares of IETC to its portfolio, raising its holding to 26.4 thousand shares of worth $2.83M. PALADIN WEALTH, LLC also increased its IETC shares holding by 20.98% which brought its holding to 26.62 thousand shares worth $2.86M.

IETC's major insiders: who are they?

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

Did an insider recently sell IETC stock?

Company executives, directors, and other insiders own N/A percent of iShares Evolved U.S. Technology ETF's stock. Within the last six months, there have been 0 transaction(s) in which IETC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased IETC stock?

There have been 0 transaction(s) during the past 6-months in which iShares Evolved U.S. Technology ETF insiders have bought stock, totalling 0 shares

How much of IETC does insiders own?

Around 0 iShares Evolved U.S. Technology ETF shares are held by insiders, which represents about N/A of IETC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IETC?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in IETC which holds 10.37 thousand shares worth $1.11M or 0.16% of the total IETC shares outstanding followed by ADVISORS CAPITAL MANAGEMENT, LLC with ownership of 22.11 thousand shares representing 0.34% of the IETC ownership. LIBERTY ONE INVESTMENT MANAGEMENT, LLC is the third largest stakeholder with 26.4 thousand shares or 0.41% of the ownership worth more than $2.83M.

Is iShares Evolved U.S. Technology 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 IETC is concerned, it is a stock which is optionable.

Is there a short position on IETC's shares?

Number of IETC 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 IETC shares are there?

As of today, null shares of IETC are outstanding.

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

IETC 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 IETC is null.

iShares Evolved US Technology ETF (IETC) 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

OptionableYes

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. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 10.37K shares valued at $1.11M. A 0.16% stake in iShares Evolved U.S. Technology ETF is owned by the company. ADVISORS CAPITAL MANAGEMENT, LLC owns 22.11K shares valued at $2.37M, which translates its holding of 0.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	10.37K	1.11M	-13.15K	-55.92%
Jun 30, 2026	ADVISORS CAPITAL MANAGEMENT, LLC	0.34%	22.11K	2.37M	4.27K	+23.93%
Jun 30, 2026	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.41%	26.4K	2.83M	7.62K	+40.58%
Jun 30, 2026	GTS SECURITIES LLC	0.41%	26.42K	2.84M	0	0
Jun 30, 2026	PALADIN WEALTH, LLC	0.41%	26.62K	2.86M	4.62K	+20.98%
Jun 30, 2026	SUTTON PLACE INVESTORS LLC	0.44%	28.32K	3.04M	458	+1.64%
Jun 30, 2026	BROWN FINANCIAL ADVISORS	0.47%	30.23K	3.25M	1.27K	+4.37%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.5%	32.74K	3.52M	1	0.00%
Jun 30, 2026	OAKWELL PRIVATE WEALTH MANAGEMENT, LLC	0.54%	35.36K	3.8M	-17.17K	-32.69%
Jun 30, 2026	UBS GROUP AG	0.08%	4.87K	523.12K	-828	-14.52%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.08%	4.95K	531.81K	495	+11.10%
Jun 30, 2026		0.07%	5K	536.75K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.08%	5.13K	551.02K	19	+0.37%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.09%	5.72K	614K	1.5K	+35.62%
Jun 30, 2026	BAY HARBOR WEALTH MANAGEMENT, LLC	0.09%	5.86K	628.57K	6	+0.10%
Jun 30, 2026	GLEN EAGLE ADVISORS, LLC	0.11%	6.87K	737.01K	804	+13.26%
Jun 30, 2026	IBEX WEALTH ADVISORS	0.11%	7.38K	792.25K	-124	-1.65%
Jun 30, 2026	KCM INVESTMENT ADVISORS LLC	0.15%	9.64K	1.03M	0	0
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.16%	10.08K	1.08M	371	+3.82%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.56%	36.37K	3.9M	2.59K	+7.68%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.57%	37.16K	3.99M	2.1K	+5.99%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.58%	37.53K	4.03M	-59.19K	-61.20%
Jun 30, 2026	CITADEL ADVISORS LLC	0.6%	38.69K	4.15M	24.37K	+170.23%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.73%	47.6K	5.11M	-50.4K	-51.43%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.73%	47.69K	5.12M	2.24K	+4.92%
Jun 30, 2026	MATTSON FINANCIAL SERVICES, LLC	0.92%	60.07K	6.18M	15.13K	+33.66%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.4%	90.78K	9.75M	22.3K	+32.56%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.87%	121.82K	13.08M	2.51K	+2.10%
Jun 30, 2026	LPL FINANCIAL LLC	5.11%	332.42K	35.69M	24.84K	+8.07%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.07%	4.75K	510.28K	48	+1.02%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.07%	4.84K	519.05K	2.2K	+83.35%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.07%	4.87K	522.6K	224	+4.82%
Jun 30, 2026	FINANCIAL PERSPECTIVES, INC	0.16%	10.43K	1.12M	87	+0.84%
Jun 30, 2026	KM CAPITAL MANAGEMENT LTD.	0.17%	11.05K	1.19M	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.15%	10.05K	1.08M	1.92K	+23.62%
Jun 30, 2026	IRONWOOD FINANCIAL, LLC	0.16%	10.21K	1.08M	-50	-0.49%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	10.38K	1.11M	1.46K	+16.33%
Jun 30, 2026	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.17%	10.97K	1.18M	-746	-6.37%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	12.65K	1.36M	117	+0.93%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.2%	13.08K	1.4M	13.08K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.25%	15.95K	1.64M	-1.23K	-7.16%
Jun 30, 2026	ARTESA FINANCIAL GROUP, LLC	0.29%	19.13K	2.05M	2.09K	+12.29%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	21.98K	2.36M	-992	-4.32%
Jun 30, 2026	SHIRA RIDGE WEALTH MANAGEMENT	0.25%	16.23K	1.74M	-733	-4.32%
Jun 30, 2026	MARINER, LLC	0.04%	2.75K	294.78K	2.75K	+100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	2.96K	317.32K	1.5K	+103.44%
Jun 30, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	2.96K	318.08K	-250	-7.78%
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.04%	3.04K	326.13K	3.04K	+100.00%
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0.04%	3.05K	327.53K	-152	-4.75%
Jun 30, 2026	MORGAN STANLEY	0.04%	3.08K	330.42K	269	+9.58%
Jun 30, 2026	HAVERFORD TRUST CO	0.04%	3.12K	334.4K	0	0
Jun 30, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.05%	3.56K	382.63K	3	+0.08%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	3.74K	402K	-142	-3.65%
Jun 30, 2026	MMBG INVESTMENT ADVISORS CO.	0.05%	3.77K	405.14K	0	0
Jun 30, 2026	TFB ADVISORS LLC	0.05%	3.87K	415.12K	0	0
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	3.93K	421.6K	-100	-2.48%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.06%	4K	429.32K	-97	-2.37%
Jun 30, 2026	ICON WEALTH ADVISORS, LLC	0.07%	4.73K	508.22K	5	+0.11%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	11.31K	1.21M	360	+3.29%
Jun 30, 2026	LANSING STREET ADVISORS	0.18%	11.94K	1.28M	-142	-1.18%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.19%	12.32K	1.32M	-26.67K	-68.41%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.92%	65.53K	7.03M	-1.44K	-2.16%
Jun 30, 2026	JPMORGAN CHASE & CO	1.14%	74.17K	7.81M	-11.62K	-13.54%
Jun 30, 2026	HOESE & CO LLP	1.18%	76.76K	8.24M	3.13K	+4.26%
Jun 30, 2026	KOZAK & ASSOCIATES, INC.	7.15%	464.64K	49.18M	-189.33K	-28.95%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	13.2%	858K	92.11M	133.54K	+18.43%
Jun 30, 2026	SIGMA PLANNING CORP	0.24%	15.68K	1.68M	2.09K	+15.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	15.09K	1.62M	-10.15K	-40.21%
Jun 30, 2026	BAWA N MALLICK TRUST	0.08%	5K	536.75K	0	0
Mar 31, 2026	ASSETMARK, INC	0.07%	5.14K	453.92K	-204.33K	-97.55%
Mar 31, 2026	FINANCIAL PARTNERS GROUP, INC	0.08%	5.51K	486.87K	1.33K	+31.92%
Mar 31, 2026	SHIRA RIDGE WEALTH MANAGEMENT	0.24%	16.96K	1.5M	-134	-0.78%
Mar 31, 2026		0.24%	17.03K	1.51M	-157	-0.91%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.24%	17.18K	1.47M	5.02K	+41.30%
Mar 31, 2026	ADVISORS CAPITAL MANAGEMENT, LLC	0.25%	17.84K	1.58M	1.9K	+11.95%
Mar 31, 2026	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.26%	18.78K	1.66M	18.78K	+100.00%
Mar 31, 2026	PALADIN WEALTH, LLC	0.31%	22K	1.94M	3.35K	+17.99%
Mar 31, 2026	UBS GROUP AG	0.08%	5.7K	503.85K	4.8K	+533.44%
Mar 31, 2026	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	5.85K	516.97K	0	0
Mar 31, 2026	GLEN EAGLE ADVISORS, LLC	0.08%	6.06K	535.8K	61	+1.02%
Mar 31, 2026	IBEX WEALTH ADVISORS	0.1%	7.5K	663.18K	7.5K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.11%	8.13K	718.83K	733	+9.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	8.92K	788.46K	-5.82K	-39.49%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.13%	9.64K	851.63K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	33.78K	2.99M	12K	+55.12%
Mar 31, 2026	ROYAL BANK OF CANADA	0.57%	40.92K	3.62M	18.76K	+84.67%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.04%	3.2K	283.08K	-31	-0.96%
Mar 31, 2026	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	3.21K	283.97K	-150	-4.46%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.05%	3.51K	309.86K	3.51K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	3.52K	311.06K	544	+18.28%
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.05%	3.56K	314.72K	-1.4K	-28.28%
Mar 31, 2026	MMBG INVESTMENT ADVISORS CO.	0.05%	3.77K	333.55K	0	0
Mar 31, 2026	TFB ADVISORS LLC	0.05%	3.87K	341.77K	-286	-6.89%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.05%	3.89K	343K	372	+10.59%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.05%	4.03K	355.87K	-900	-18.27%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.05%	4.1K	362.01K	-282	-6.44%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.05%	4.22K	372.78K	1.72K	+68.68%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	4.64K	410.53K	979	+26.71%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.06%	4.71K	415.84K	429	+10.03%
Mar 31, 2026	ICON WEALTH ADVISORS, LLC	0.06%	4.73K	478K	4	+0.08%
Mar 31, 2026	KESLER, NORMAN & WRIDE, LLC	0.06%	4.93K	435.89K	-41	-0.82%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.49%	35.05K	3.1M	-46.46K	-56.99%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.14%	9.71K	986.13K	-682	-6.56%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.46%	32.74K	2.89M	32.74K	+100.00%
Mar 31, 2026	IRONWOOD FINANCIAL, LLC	0.14%	10.26K	907.04K	-1	-0.01%
Mar 31, 2026	FINANCIAL PERSPECTIVES, INC	0.14%	10.35K	914.35K	-513	-4.72%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	10.95K	968.05K	6.56K	+149.04%
Mar 31, 2026	KM CAPITAL MANAGEMENT LTD.	0.15%	11.05K	1.17M	-4.78K	-30.19%
Mar 31, 2026	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.16%	11.72K	1.04M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	22.97K	2.03M	-5.47K	-19.23%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	23.52K	2.08M	12.9K	+121.52%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	25.24K	2.23M	-2.83K	-10.10%
Mar 31, 2026	GTS SECURITIES LLC	0.37%	26.42K	2.34M	26.42K	+100.00%
Mar 31, 2026	SUTTON PLACE INVESTORS LLC	0.39%	27.87K	2.46M	23	+0.08%
Mar 31, 2026	CREATIVE PLANNING	0.07%	5.11K	452.01K	-450	-8.09%
Mar 31, 2026	BROWN FINANCIAL ADVISORS	0.41%	28.97K	2.56M	587	+2.07%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.94%	66.98K	5.92M	66.98K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.96%	68.49K	6.05M	-6.02K	-8.08%
Mar 31, 2026	HOESE & CO LLP	1.03%	73.63K	6.51M	42.41K	+135.84%
Mar 31, 2026	JPMORGAN CHASE & CO	1.2%	85.78K	7.28M	2.15K	+2.56%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.35%	96.72K	8.55M	-2.58K	-2.60%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.37%	98K	8.66M	54K	+122.73%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.67%	119.32K	10.54M	15.9K	+15.38%
Mar 31, 2026	LANSING STREET ADVISORS	0.17%	12.08K	1.07M	-125	-1.02%
Mar 31, 2026	LPL FINANCIAL LLC	4.3%	307.59K	27.18M	12.89K	+4.37%
Mar 31, 2026	KOZAK & ASSOCIATES, INC.	9.15%	653.97K	61.89M	12.66K	+1.97%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	10.13%	724.46K	64.03M	50.72K	+7.53%
Mar 31, 2026	VESTOR CAPITAL, LLC	0.16%	11.09K	980K	10.61K	+2,204.78%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	12.54K	1.11M	-296	-2.31%
Mar 31, 2026	SIGMA PLANNING CORP	0.19%	13.59K	1.2M	1.24K	+10.05%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	14.32K	1.27M	-7.84K	-35.38%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.55%	38.99K	3.45M	-8.39K	-17.71%
Mar 31, 2026	MATTSON FINANCIAL SERVICES, LLC	0.63%	44.94K	3.97M	803	+1.82%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.64%	45.46K	4.02M	-8.14K	-15.18%
Mar 31, 2026	OAKWELL PRIVATE WEALTH MANAGEMENT, LLC	0.73%	52.53K	4.64M	26.43K	+101.28%
Dec 31, 2025	HRT FINANCIAL LP	0.05%	4.09K	415K	4.09K	+100.00%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.07%	6K	609.69K	51	+0.86%
Dec 31, 2025		0.2%	17.19K	1.75M	17.19K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	28.44K	2.89M	-1.93K	-6.34%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	8.77%	673.74K	68.44M	49.15K	+7.87%
Dec 31, 2025	KOZAK & ASSOCIATES, INC.	7.33%	641.3K	65.87M	-3.88K	-0.60%
Dec 31, 2025	LPL FINANCIAL LLC	3.37%	294.7K	29.94M	41.87K	+16.56%
Dec 31, 2025	ASSETMARK, INC	2.73%	209.47K	21.28M	189.09K	+928.11%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.13%	99.3K	10.09M	-5.24K	-5.01%
Dec 31, 2025	TREK FINANCIAL, LLC	0.99%	75.9K	7.71M	7.93K	+11.67%
Dec 31, 2025	MMBG INVESTMENT ADVISORS CO.	0.04%	3.77K	383.63K	3.77K	+100.00%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.04%	3.23K	328.54K	51	+1.60%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	3.22K	330.75K	183	+6.03%
Dec 31, 2025	LIDO ADVISORS, LLC	0.04%	3.66K	373.06K	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.16%	12.35K	1.25M	258	+2.13%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	12.83K	1.3M	-763	-5.61%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	74.5K	7.57M	-5.32K	-6.66%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.5%	44K	4.47M	-44.1K	-50.06%
Dec 31, 2025	HOESE & CO LLP	0.41%	31.22K	3.17M	22.99K	+279.18%
Dec 31, 2025	SUTTON PLACE INVESTORS LLC	0.36%	27.84K	2.83M	325	+1.18%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	28.07K	2.85M	-11.41K	-28.90%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	6.09K	618.99M	-18.5K	-75.22%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	4.93K	500.51K	51	+1.05%
Dec 31, 2025	EHRLICH FINANCIAL GROUP	0.06%	4.79K	486.52K	861	+21.92%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.06%	4.38K	444.79K	-670	-13.27%
Dec 31, 2025	KESLER, NORMAN & WRIDE, LLC	0.06%	4.97K	505.21M	4.97K	+100.00%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.06%	4.97K	504.42K	6	+0.12%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.05%	4.18K	407.45K	-49	-1.16%
Dec 31, 2025	ROYAL BANK OF CANADA	0.25%	22.16K	2.25M	15.09K	+213.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	21.77K	2.21M	1.83K	+9.18%
Dec 31, 2025	PALADIN WEALTH, LLC	0.24%	18.65K	1.89M	4.14K	+28.49%
Dec 31, 2025	SHIRA RIDGE WEALTH MANAGEMENT	0.22%	17.1K	1.74M	-108	-0.63%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.21%	15.93K	1.62M	984	+6.58%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.2%	17.33K	1.76M	1.73K	+11.09%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	14.74K	1.5M	-8.05K	-35.33%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	14.12K	1.43M	14.12K	+100.00%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.18%	103.41K	10.51M	103.41K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.96%	83.64K	8.5M	-20.73K	-19.87%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.93%	81.51K	8.28M	13.63K	+20.07%
Dec 31, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.15%	11.72K	1.19M	-93	-0.79%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.62%	47.38K	4.81M	24.06K	+103.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.61%	53.59K	5.44M	2.82K	+5.55%
Dec 31, 2025	FINANCIAL PERSPECTIVES, INC	0.14%	10.86K	1.1M	137	+1.28%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	12.16K	1.23M	5.16K	+73.77%
Dec 31, 2025	IRONWOOD FINANCIAL, LLC	0.13%	10.26K	1.06M	-423	-3.96%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.13%	11.11K	1.13M	-147	-1.31%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.36%	27.3K	2.77M	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	4.4K	446.84K	77	+1.78%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	3.67K	372.36K	1.05K	+39.94%
Dec 31, 2025	TFB ADVISORS LLC	0.05%	4.15K	421.9K	206	+5.22%
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	3.36K	341.65K	75	+2.28%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	10.62K	1.08M	-6.33K	-37.36%
Dec 31, 2025	MATTSON FINANCIAL SERVICES, LLC	0.5%	44.14K	4.48M	3.44K	+8.46%
Dec 31, 2025	OAKWELL PRIVATE WEALTH MANAGEMENT, LLC	0.34%	26.1K	2.65M	26.1K	+100.00%
Dec 31, 2025	BROWN FINANCIAL ADVISORS	0.32%	28.38K	2.88M	230	+0.82%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.2%	17.79K	1.81M	-21.11K	-54.28%
Dec 31, 2025	KM CAPITAL MANAGEMENT LTD.	0.18%	15.82K	1.61M	0	0
Dec 31, 2025	LANSING STREET ADVISORS	0.16%	12.21K	1.24M	-15	-0.12%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.12%	10.6K	1.08M	-3.16K	-22.95%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.12%	10.39K	1.06M	861	+9.04%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.11%	9.64K	978.92K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	7.68K	780.2K	-2.14K	-21.75%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	7.4K	751.69K	2.78K	+60.24%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	6.8K	690.81K	-3.7K	-35.24%
Dec 31, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	5.85K	594.23K	0	0
Dec 31, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.07%	6.33K	643.41K	-26	-0.41%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	39.48K	3.86M	509	+1.31%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.53%	40.69K	4.15M	18.31K	+81.81%
Sep 30, 2025	TREK FINANCIAL, LLC	0.88%	67.97K	6.93M	13.44K	+24.65%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.9%	69.2K	7.05M	-1.82K	-2.56%
Sep 30, 2025	APEXIUM FINANCIAL, LP	1.16%	89.17K	9.09M	22.24K	+33.22%
Sep 30, 2025	JPMORGAN CHASE & CO	1.36%	104.37K	10.64M	412	+0.40%
Sep 30, 2025	LANSING STREET ADVISORS	0.16%	12.22K	1.25M	-108	-0.88%
Sep 30, 2025	PALADIN WEALTH, LLC	0.19%	14.51K	1.48M	14.51K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	16.95K	1.73M	-4.98K	-22.71%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.36%	104.54K	10.66M	5.93K	+6.01%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.36%	27.3K	2.78M	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.19%	14.73K	1.5M	-9.29K	-38.69%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.19%	14.95K	1.52M	287	+1.96%
Sep 30, 2025	JANE STREET GROUP, LLC	0.32%	24.59K	2.51M	12.72K	+107.07%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	7K	709.85K	5.56K	+388.82%
Sep 30, 2025	ROYAL BANK OF CANADA	0.09%	7.07K	721K	695	+10.90%
Sep 30, 2025		0.1%	7.41K	755.4K	7.41K	+100.00%
Sep 30, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	1.67%	128.46K	13.09M	-795	-0.62%
Sep 30, 2025	LPL FINANCIAL LLC	3.29%	252.83K	25.77M	151.94K	+150.60%
Sep 30, 2025	SUTTON PLACE INVESTORS LLC	0.36%	27.52K	2.8M	27	+0.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	19.94K	2.03M	8.97K	+81.67%
Sep 30, 2025	ASSETMARK, INC	0.27%	20.37K	2.08M	-1.25K	-5.78%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.29%	21.97K	2.24M	-118.78K	-84.39%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	22.8K	2.32M	11.53K	+102.29%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.66%	50.77K	5.18M	2.01K	+4.13%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.88%	67.89K	6.92M	22.21K	+48.62%
Sep 30, 2025	HOESE & CO LLP	0.11%	8.23K	839.18K	7.07K	+606.70%
Sep 30, 2025	RMR WEALTH BUILDERS	0.11%	8.4K	856.31K	3	+0.04%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.12%	8.9K	906.86K	8.9K	+100.00%
Sep 30, 2025	KM CAPITAL MANAGEMENT LTD.	0.21%	15.82K	1.61M	-726	-4.39%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	8.13%	624.59K	63.66M	500.63K	+403.86%
Sep 30, 2025	KOZAK & ASSOCIATES, INC.	8.4%	645.18K	64.51M	-37.28K	-5.46%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	3.42K	348K	3.42K	+100.00%
Sep 30, 2025	EHRLICH FINANCIAL GROUP	0.05%	3.93K	400.39K	1.14K	+40.79%
Sep 30, 2025	TFB ADVISORS LLC	0.05%	3.95K	401.53K	-133	-3.26%
Sep 30, 2025	CERITY PARTNERS LLC	0.05%	4.14K	421.93K	-255	-5.80%
Sep 30, 2025	BROWN FINANCIAL ADVISORS	0.37%	28.15K	2.87M	28.15K	+100.00%
Sep 30, 2025	VESTOR CAPITAL, LLC	9.42%	723.84K	73.78M	721.81K	+35,487.12%
Sep 30, 2025	SHIRA RIDGE WEALTH MANAGEMENT	0.22%	17.2K	1.75M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	79.82K	8.14M	-5.7K	-6.66%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.15%	88.1K	8.98M	70.6K	+403.43%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.12%	9.53K	971.19K	1.02K	+11.99%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	13.59K	1.39M	4.26K	+45.56%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.2%	15.6K	1.59M	4.98K	+46.96%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.06%	4.23K	430.64K	-9	-0.21%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.06%	4.27K	435.51K	-155	-3.50%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	4.32K	440.42K	4.05K	+1,518.35%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	23.31K	2.38M	2.89K	+14.12%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.13%	9.64K	982.2K	0	0
Sep 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.15%	11.81K	1.2M	800	+7.27%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	13.75K	1.4M	2.79K	+25.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	30.37K	3.1M	143	+0.47%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.51%	38.9K	3.97M	-10.8K	-21.72%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.06%	4.45K	472.67K	1.22K	+37.59%
Sep 30, 2025	SIGMA PLANNING CORP	0.16%	12.09K	1.23M	3.43K	+39.53%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.15%	11.25K	1.15M	516	+4.81%
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0.14%	10.72K	1.09M	14	+0.13%
Sep 30, 2025	IRONWOOD FINANCIAL, LLC	0.14%	10.69K	1.09M	-331	-3.00%
Sep 30, 2025	BRENDEL FINANCIAL ADVISORS LLC	0.14%	10.51K	1.07M	10.51K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.14%	10.5K	1.07M	10.5K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	7.95K	810.25K	1.27K	+19.05%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.1%	7.74K	788.43K	0	0
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	4.88K	497.04K	4.88K	+100.00%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.06%	4.96K	505.49K	166	+3.46%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.13%	9.82K	1M	-3.14K	-24.21%
Sep 30, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.08%	6.36K	648.19K	1.52K	+31.38%
Sep 30, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	5.85K	596.2K	0	0
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	5.01K	510.98K	-112	-2.19%
Jun 30, 2025	EHRLICH FINANCIAL GROUP	0.04%	2.79K	262.27K	2.79K	+100.00%
Jun 30, 2025	FISCHER INVESTMENT STRATEGIES, LLC	0.04%	2.93K	275.65K	2.93K	+100.00%
Jun 30, 2025	HAVERFORD TRUST CO	0.04%	3.12K	292.81K	0	0
Jun 30, 2025	RMR WEALTH BUILDERS	0.11%	8.4K	789.45K	-29	-0.34%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	9.34K	877.88K	1.13K	+13.75%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.13%	9.64K	905.78K	0	0
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.14%	10.74K	1.01M	10.74K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.14%	10.96K	1.03M	1.51K	+16.02%
Jun 30, 2025	ASSETMARK, INC	0.28%	21.62K	2.03M	8.92K	+70.24%
Jun 30, 2025	TREK FINANCIAL, LLC	0.72%	54.53K	5.13M	9.16K	+20.18%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	3.29K	309.07K	0	0
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.06%	4.23K	398.04K	109	+2.64%
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	4.4K	413.13K	2	+0.05%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.06%	4.43K	416.27K	2	+0.05%
Jun 30, 2025	ICON WEALTH ADVISORS, LLC	0.06%	4.72K	443.17K	5	+0.11%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.07%	5.13K	481.75K	5.13K	+100.00%
Jun 30, 2025	SUTTON PLACE INVESTORS LLC	0.36%	27.49K	2.58M	116	+0.42%
Jun 30, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.08%	5.85K	549.8K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	38.97K	3.65M	6.74K	+20.93%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	8.51K	799.75K	202	+2.43%
Jun 30, 2025	LANSING STREET ADVISORS	0.16%	12.33K	1.16M	678	+5.82%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	21.93K	2.06M	-43.77K	-66.62%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.36%	27.3K	2.57M	27.3K	+100.00%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.66%	49.7K	4.67M	29.32K	+143.85%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.23%	17.5K	1.65M	-60.1K	-77.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	85.52K	8.04M	788	+0.93%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.3%	98.61K	9.27M	-5.01K	-4.83%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.3%	22.38K	2.1M	2.13K	+10.51%
Jun 30, 2025	LPL FINANCIAL LLC	1.33%	100.89K	9.48M	42.61K	+73.12%
Jun 30, 2025	JPMORGAN CHASE & CO	1.37%	103.96K	9.77M	72.28K	+228.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.33%	24.72K	2.32B	10.19K	+70.15%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	1.63%	123.96K	11.65M	17.41K	+16.34%
Jun 30, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	1.7%	129.26K	12.15M	129.26K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.86%	140.75K	13.23M	-62.46K	-30.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	6.37K	599K	839	+15.16%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.1%	7.74K	727.09K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	6.68K	627.64K	6.08K	+1,012.83%
Jun 30, 2025	SIGMA PLANNING CORP	0.11%	8.67K	814.67K	1.02K	+13.35%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	10.61K	997.62K	10.61K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	11.88K	1.12M	11.88K	+100.00%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.07%	5.63K	529.28K	69	+1.24%
Jun 30, 2025	IRONWOOD FINANCIAL, LLC	0.15%	11.02K	825.69K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	11.27K	1.06M	-1.24K	-9.88%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.17%	12.95K	1.22M	-4.78K	-26.95%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.19%	14.66K	1.38M	306	+2.13%
Jun 30, 2025	SHIRA RIDGE WEALTH MANAGEMENT	0.23%	17.2K	1.62M	-123	-0.71%
Jun 30, 2025	EFFICIENT ADVISORS, LLC	0.24%	17.99K	1.69M	6.93K	+62.69%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.27%	20.43K	1.92M	39	+0.19%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	24.02K	2.26M	9.82K	+69.09%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	30.22K	2.84M	4.36K	+16.86%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.64%	48.76K	4.58M	-35.59K	-42.19%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.04%	3.2K	300.71K	3.2K	+100.00%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0.14%	10.71K	1.01M	463	+4.52%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	10.98K	1.03M	2.66K	+31.92%
Jun 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.15%	11.01K	1.03M	139	+1.28%
Jun 30, 2025	KM CAPITAL MANAGEMENT LTD.	0.22%	16.55K	1.56M	-1.2K	-6.78%
Jun 30, 2025		0.3%	22.38K	2.1M	2.13K	+10.51%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	45.68K	4.29M	40.24K	+740.10%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.74%	55.77K	5.24M	-2.57K	-4.40%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.88%	66.93K	6.29M	51.14K	+323.81%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.94%	71.02K	6.68M	-4.34K	-5.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	3.62K	340.48K	361	+11.07%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	3.82K	359.1K	3.82K	+100.00%
Jun 30, 2025	BELVEDERE TRADING LLC	0.05%	3.9K	366.6K	3.9K	+100.00%
Jun 30, 2025	TFB ADVISORS LLC	0.05%	4.08K	383.52K	1.05K	+34.65%
Jun 30, 2025	KOZAK & ASSOCIATES, INC.	9%	682.46K	65.21M	3.27K	+0.48%
Jun 30, 2025	HOESE & CO LLP	0.02%	1.17K	109.51K	1.17K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	1.19K	111.58K	1.16K	+3,993.10%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.43K	133.04K	1.39K	+3,477.50%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	1.6K	150.4K	0	0
Jun 30, 2025	BESSEMER GROUP INC	0.03%	2.17K	204K	2.17K	+100.00%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.03%	2.17K	203.7K	2.17K	+100.00%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.03%	2.25K	211.5K	2.25K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.03%	2.26K	212.25K	2.26K	+100.00%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.03%	2.5K	235K	2.5K	+100.00%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.04%	2.69K	252.95K	-1.2K	-30.88%
Jun 30, 2025	WORTH ASSET MANAGEMENT, LLC	0.04%	2.77K	260.19K	2.77K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.41%	20.39K	1.53M	-33.01K	-61.82%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.41%	20.38K	1.53M	-41.85K	-67.25%
Mar 31, 2025		0.4%	20.25K	1.52M	20.25K	+100.00%
Mar 31, 2025	BAY HARBOR WEALTH MANAGEMENT, LLC	0.12%	5.85K	438.31K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.11%	5.54K	415K	1.37K	+32.73%
Mar 31, 2025	CREATIVE PLANNING	0.11%	5.29K	396.54K	608	+12.98%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.11%	5.56K	416.83K	105	+1.92%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.26%	12.84K	961.9K	-373	-2.82%
Mar 31, 2025	RMR WEALTH BUILDERS	0.17%	8.43K	631.53K	8.43K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	8.32K	623.59K	-35	-0.42%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	8.31K	622.45K	8.31K	+100.00%
Mar 31, 2025	KM CAPITAL MANAGEMENT LTD.	0.35%	17.75K	1.33M	4.82K	+37.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	84.73K	6.35M	2.87K	+3.50%
Mar 31, 2025	SIGMA PLANNING CORP	0.15%	7.65K	573.02K	2.35K	+44.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	12.51K	937K	1.94K	+18.31%
Mar 31, 2025	LANSING STREET ADVISORS	0.23%	11.65K	873.28K	4.2K	+56.33%
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0.2%	10.25K	815.48K	-528	-4.90%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.19%	9.64K	722.12K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.19%	9.45K	707.86K	9.45K	+100.00%
Mar 31, 2025	KOZAK & ASSOCIATES, INC.	13.51%	679.19K	50.25M	16.41K	+2.48%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	4.04%	203.22K	15.28M	-32.88K	-13.93%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.31%	65.7K	4.92M	45.81K	+230.27%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.16%	58.34K	4.37M	-11.67K	-16.66%
Mar 31, 2025	LPL FINANCIAL LLC	1.16%	58.28K	4.37M	21.9K	+60.21%
Mar 31, 2025	CITADEL ADVISORS LLC	0.98%	49.5K	3.71M	13.89K	+38.99%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	32.23K	2.42M	20.28K	+169.83%
Mar 31, 2025	FULCRUM EQUITY MANAGEMENT	0.25%	12.59K	943.67K	12.59K	+100.00%
Mar 31, 2025	EFFICIENT ADVISORS, LLC	0.22%	11.06K	828.46K	11.06K	+100.00%
Mar 31, 2025	IRONWOOD FINANCIAL, LLC	0.22%	11.02K	825.69K	-15	-0.14%
Mar 31, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.22%	10.87K	814.63K	-67	-0.61%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	2.12%	106.55K	7.98M	106.55K	+100.00%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.35%	17.73K	1.49M	-5.55K	-23.83%
Mar 31, 2025	SHIRA RIDGE WEALTH MANAGEMENT	0.34%	17.33K	1.3M	-4.13K	-19.26%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.31%	15.79K	1.18M	15.79K	+100.00%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	8.21K	617.33K	552	+7.21%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.15%	7.74K	579.66K	184	+2.44%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	2.06%	103.62K	7.77M	1.98K	+1.95%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.68%	84.35K	6.32M	84.35K	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.54%	77.6K	5.82M	77.6K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.5%	75.36K	5.65M	75.36K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.63%	31.68K	2.37M	8.97K	+39.48%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.29%	14.53K	1.09M	14.53K	+100.00%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.29%	14.36K	1.08M	-629	-4.20%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.28%	14.21K	1.06M	14.21K	+100.00%
Mar 31, 2025	ASSETMARK, INC	0.25%	12.7K	951.89K	12.7K	+100.00%
Mar 31, 2025	TREK FINANCIAL, LLC	0.9%	45.37K	3.4M	45.37K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	5.44K	407.47K	1.17K	+27.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	25.86K	1.94M	6.5K	+33.58%
Mar 31, 2025	SUTTON PLACE INVESTORS LLC	0.54%	27.38K	2.05M	2.19K	+8.71%
Mar 31, 2025	ICON WEALTH ADVISORS, LLC	0.09%	4.71K	352.98K	4	+0.09%

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