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

Who are the major shareholders selling Janus Henderson Securitized Income ETF stock?

CRUMLY & ASSOCIATES INC., in the last quarter, reduced its stake in JSI by -13.96% restricting it's holding to 179.88 thousand shares of worth nearly $9.36M. ROYAL BANK OF CANADA also lessened -1.26% of the JSI shares from its portfolio, reducing its holding to 212.92 thousand shares of worth $11.08M. PRASAD WEALTH PARTNERS, LLC also shunned JSI shares holding by -34.78% last quarter which brought its holding to 106.63 thousand shares worth $5.55M.

Investors who are buying JSI stock?

As per its latest 13F filing, GREENWICH WEALTH MANAGEMENT LLC increased its stake in JSI by 73.29% in the last quarter. The institutional holder raised its holding to 434.62 thousand shares having worth more than $22.63M. CHANNEL WEALTH LLC also added 3.05% more shares of JSI to its portfolio, raising its holding to 138.8 thousand shares of worth $7.23M. KESTRA ADVISORY SERVICES, LLC also increased its JSI shares holding by 38.75% which brought its holding to 164.26 thousand shares worth $8.55M.

JSI's major insiders: who are they?

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

Did an insider recently sell JSI stock?

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

Which insider recently purchased JSI stock?

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

How much of JSI does insiders own?

Around 0 Janus Henderson Securitized Income ETF shares are held by insiders, which represents about N/A of JSI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JSI?

GREENWICH WEALTH MANAGEMENT LLC is the largest institutional owner in JSI which holds 434.62 thousand shares worth $22.63M or 1.57% of the total JSI shares outstanding followed by CRUMLY & ASSOCIATES INC. with ownership of 179.88 thousand shares representing 0.68% of the JSI ownership. CHANNEL WEALTH LLC is the third largest stakeholder with 138.8 thousand shares or 0.53% of the ownership worth more than $7.23M.

Is Janus Henderson Securitized 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 JSI is concerned, it is a stock which is not optionable.

Is there a short position on JSI's shares?

Number of JSI 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 JSI shares are there?

As of today, null shares of JSI are outstanding.

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

JSI 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 JSI is null.

Janus Henderson Securitized Income ETF (JSI) 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. GREENWICH WEALTH MANAGEMENT LLC is the top corporate investor, holding 434.62K shares valued at $22.63M. A 1.57% stake in Janus Henderson Securitized Income ETF is owned by the company. CRUMLY & ASSOCIATES INC. owns 179.88K shares valued at $9.36M, which translates its holding of 0.68% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	GREENWICH WEALTH MANAGEMENT LLC	1.57%	434.62K	22.63M	183.81K	+73.29%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.68%	179.88K	9.36M	-29.18K	-13.96%
Dec 31, 2025	CHANNEL WEALTH LLC	0.53%	138.8K	7.23M	4.11K	+3.05%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.6%	164.26K	8.55M	45.87K	+38.75%
Dec 31, 2025	ROYAL BANK OF CANADA	0.77%	212.92K	11.08M	-2.71K	-1.26%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.51%	141.31K	7.36M	36.68K	+35.05%
Dec 31, 2025	SEVEN MILE ADVISORY	0.59%	163.23K	8.5M	8.99K	+5.83%
Dec 31, 2025	PRASAD WEALTH PARTNERS, LLC	0.4%	106.63K	5.55M	-56.86K	-34.78%
Dec 31, 2025	AUOUR INVESTMENTS LLC	0.41%	106.87K	5.56M	12.3K	+13.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.41%	108.23K	5.63M	2.59K	+2.45%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.42%	110.47K	5.75M	17.21K	+18.45%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.16%	319.8K	16.65M	103.18K	+47.63%
Dec 31, 2025	COURIER CAPITAL LLC	0.63%	166.74K	8.68M	58.83K	+54.52%
Dec 31, 2025	WATERFRONT WEALTH INC.	0.36%	95.24K	4.98M	-21.52K	-18.43%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.36%	95.02K	4.95M	10.13K	+11.93%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.07%	297.35K	15.48M	254.61K	+595.78%
Dec 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	1.03%	272.13K	14.17M	4.14K	+1.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.87%	240.27K	12.51M	-4.32K	-1.77%
Dec 31, 2025	EPIQ PARTNERS, LLC	0.87%	228.77K	11.91M	2.82K	+1.25%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.86%	225.43K	11.74M	54.66K	+32.00%
Dec 31, 2025	MORGAN STANLEY	0.85%	234.53K	12.21M	86.58K	+58.52%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.45%	124.41K	6.48M	29.87K	+31.60%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	1.4%	386.18K	20.17M	9.46K	+2.51%
Dec 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.28%	355.12K	18.51M	-28.23K	-7.36%
Dec 31, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	1.24%	326.74K	17.01M	-3.25K	-0.98%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.77%	202.25K	10.53M	10.97K	+5.73%
Dec 31, 2025		0.5%	137.81K	7.17M	137.81K	+100.00%
Dec 31, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.39%	101.89K	5.3M	-9.11K	-8.21%
Dec 31, 2025	CONSOLIDATED PLANNING CORP	0.36%	96.14K	5M	-177	-0.18%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.76%	209.22K	10.89M	-3.09K	-1.45%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	8.74%	2.41M	125.62M	-16.44K	-0.68%
Dec 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	3.36%	884.22K	46.03M	64.71K	+7.90%
Dec 31, 2025	GRANT STREET ASSET MANAGEMENT, INC.	3.19%	839.41K	43.7M	7.14K	+0.86%
Dec 31, 2025	COLONY GROUP, LLC	2.88%	797.86K	41.54M	797.86K	+100.00%
Dec 31, 2025	ATWOOD & PALMER INC	2.6%	684.09K	35.61M	25.96K	+3.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.8%	775.53K	40.37M	242.59K	+45.52%
Dec 31, 2025	CLEARWATER CAPITAL ADVISORS, LLC	2.17%	599.4K	31.2M	599.4K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.94%	511.41K	26.62M	45.7K	+9.81%
Dec 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.86%	490.88K	25.64M	19.62K	+4.16%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.83%	505.31K	26.31M	1.17K	+0.23%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.82%	479.3K	24.95M	53.38K	+12.53%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.8%	498.89K	25.97M	159.58K	+47.03%
Dec 31, 2025	ADVISORY RESOURCE GROUP	1.76%	487.3K	25.37M	104.68K	+27.36%
Dec 31, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.5%	139.51K	7.26M	26.35K	+23.29%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.48%	125.44K	6.53M	7.46K	+6.32%
Dec 31, 2025	WINEBRENNER CAPITAL MANAGEMENT LLC	0.46%	121.62K	6.33M	76.22K	+167.86%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.44%	121.84K	6.34M	121.84K	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.43%	118.45K	6.17M	-56.76K	-32.39%
Dec 31, 2025	HIDDEN COVE WEALTH MANAGEMENT, LLC	0.42%	109.39K	5.69M	-18.68K	-14.59%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.65%	180.65K	9.4M	12.66K	+7.53%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.61%	161.27K	8.4M	26.58K	+19.73%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.96%	1.31M	68.22M	80.13K	+6.53%
Dec 31, 2025	LPL FINANCIAL LLC	3.98%	1.1M	57.25M	342.51K	+45.23%
Dec 31, 2025	UBS GROUP AG	2.48%	684.34K	35.63M	82.8K	+13.77%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	1.42%	375.28K	19.54M	11.98K	+3.30%
Dec 31, 2025	MARSHALL FINANCIAL GROUP LLC	1.56%	411.74K	21.44M	20.06K	+5.12%
Sep 30, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.27%	64.07K	3.35M	2.66K	+4.32%
Sep 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	2.01%	471.26K	24.57M	2.49K	+0.53%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.81%	425.92K	22.26M	36.84K	+9.47%
Sep 30, 2025	SEVEN MILE ADVISORY	0.66%	154.24K	8.06M	154.24K	+100.00%
Sep 30, 2025	CHANNEL WEALTH LLC	0.57%	134.69K	7.04M	67.55K	+100.60%
Sep 30, 2025	HIDDEN COVE WEALTH MANAGEMENT, LLC	0.55%	128.08K	6.69M	15.88K	+14.15%
Sep 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.5%	117.98K	6.17M	4.43K	+3.90%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.04%	244.59K	12.78M	170.59K	+230.50%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.78%	182.42K	9.54M	34.04K	+22.94%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.75%	175.21K	9.16M	175.21K	+100.00%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.73%	170.78K	8.93M	6.97K	+4.26%
Sep 30, 2025	PRASAD WEALTH PARTNERS, LLC	0.7%	163.49K	8.55M	23.37K	+16.68%
Sep 30, 2025	EPIQ PARTNERS, LLC	0.96%	225.95K	11.81M	35.15K	+18.42%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.9%	212.31K	11.1M	212.31K	+100.00%
Sep 30, 2025	WATERFRONT WEALTH INC.	0.5%	116.77K	6.12M	7.89K	+7.25%
Sep 30, 2025	GREENWICH WEALTH MANAGEMENT LLC	1.07%	250.81K	13.11M	85.4K	+51.63%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.45%	104.63K	5.47M	29.53K	+39.31%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	10.35%	2.43M	127.02M	2.36M	+3,648.13%
Sep 30, 2025	LPL FINANCIAL LLC	3.23%	757.24K	39.58M	470.94K	+164.49%
Sep 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.63%	383.35K	20.04M	8.24K	+2.20%
Sep 30, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	1.41%	329.99K	17.25M	13.83K	+4.38%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	1.14%	268K	14.01M	24.76K	+10.18%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	96.26K	5.03M	95.34K	+10,328.93%
Sep 30, 2025	AUOUR INVESTMENTS LLC	0.4%	94.58K	4.94M	94.58K	+100.00%
Sep 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	1.09%	255.25K	13.34M	-200K	-43.93%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.57%	134.7K	7.04M	27.06K	+25.14%
Sep 30, 2025	ROYAL BANK OF CANADA	0.92%	215.62K	11.27M	215.62K	+100.00%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.89%	209.06K	10.93M	13.8K	+7.07%
Sep 30, 2025	CONSOLIDATED PLANNING CORP	0.41%	96.31K	5.03M	96.31K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.82%	191.29K	10M	74.09K	+63.22%
Sep 30, 2025	MORGAN STANLEY	0.63%	147.95K	7.73M	147.95K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	118.38K	6.19M	110.77K	+1,455.64%
Sep 30, 2025	SENECA HOUSE ADVISORS	0.41%	96.76K	5.06M	24.49K	+33.89%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.23%	1.23M	63.96M	223K	+22.22%
Sep 30, 2025	GRANT STREET ASSET MANAGEMENT, INC.	3.55%	832.27K	43.5M	25.67K	+3.18%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.4%	94.54K	4.94M	48.99K	+107.53%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.4%	93.26K	4.87M	37.31K	+66.68%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.36%	84.89K	4.44M	3.71K	+4.57%
Sep 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.32%	75.81K	3.96M	-20.07K	-20.94%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.32%	74.54K	3.9M	14.28K	+23.69%
Sep 30, 2025	BLUE EDGE CAPITAL, LLC	0.29%	67.28K	3.52M	-2.25K	-3.24%
Sep 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	3.49%	819.51K	42.84M	382.33K	+87.45%
Sep 30, 2025	ATWOOD & PALMER INC	2.8%	658.13K	34.4M	9.34K	+1.44%
Sep 30, 2025	UBS GROUP AG	2.56%	601.54K	31.44M	127.17K	+26.81%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.27%	532.95K	27.86M	472.72K	+784.91%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	2.15%	504.14K	26.35M	371.9K	+281.23%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1.98%	465.71K	24.34M	183.75K	+65.17%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.92%	216.63K	11.32M	26.69K	+14.05%
Sep 30, 2025	MARSHALL FINANCIAL GROUP LLC	1.67%	391.68K	20.47M	391.68K	+100.00%
Sep 30, 2025	ADVISORY RESOURCE GROUP	1.63%	382.62K	20M	118.74K	+44.99%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	1.61%	376.72K	19.69M	12.06K	+3.31%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	1.55%	363.3K	18.99M	13.94K	+3.99%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.45%	339.31K	17.71M	339.31K	+100.00%
Sep 30, 2025	COURIER CAPITAL LLC	0.46%	107.91K	5.64M	8.85K	+8.94%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.45%	105.64K	5.52M	105.64K	+100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	3.42%	803.38K	41.99M	5.65K	+0.71%
Sep 30, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.48%	113.16K	5.91M	28.32K	+33.37%
Sep 30, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.47%	110.99K	5.8M	67.05K	+152.57%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	11.68%	2.28M	120.03M	670.01K	+41.59%
Jun 30, 2025	HIDDEN COVE WEALTH MANAGEMENT, LLC	0.57%	112.2K	5.9M	36.81K	+48.84%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	64.82K	3.41M	34.21K	+111.77%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	1.79%	349.36K	18.38M	-24.45K	-6.54%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	2.33%	455.25K	23.96M	0	0
Jun 30, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.43%	84.85K	4.46M	16.59K	+24.30%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.42%	81.18K	4.27M	81.18K	+100.00%
Jun 30, 2025	GREENWICH WEALTH MANAGEMENT LLC	0.85%	165.41K	8.7M	99.22K	+149.92%
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.84%	163.81K	8.62M	1.44K	+0.89%
Jun 30, 2025	COURIER CAPITAL LLC	0.51%	99.06K	5.21M	13.54K	+15.83%
Jun 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.49%	95.89K	5.05M	36.4K	+61.19%
Jun 30, 2025	WHALEN WEALTH MANAGEMENT INC.	0.44%	85.91K	4.52M	32.77K	+61.66%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.29%	55.95K	2.94M	704	+1.27%
Jun 30, 2025	CASTLE ROCK WEALTH MANAGEMENT, LLC	0.26%	49.93K	2.62M	49.93K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.25%	48.36K	2.54M	5.72K	+13.42%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.97%	189.94K	9.99M	27.31K	+16.79%
Jun 30, 2025	EPIQ PARTNERS, LLC	0.98%	190.81K	10.04M	9.26K	+5.10%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	1%	195.27K	10.28M	18.01K	+10.16%
Jun 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	1.25%	243.23K	12.8M	243.23K	+100.00%
Jun 30, 2025	ADVISORY RESOURCE GROUP	1.35%	263.89K	13.89M	10.07K	+3.97%
Jun 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	2.24%	437.18K	23M	437.18K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.38%	75.1K	3.95M	13.15K	+21.23%
Jun 30, 2025	BLUE EDGE CAPITAL, LLC	0.36%	69.53K	3.66M	-2.54K	-3.52%
Jun 30, 2025	CHANNEL WEALTH LLC	0.34%	67.15K	3.53M	28.62K	+74.28%
Jun 30, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.31%	61.41K	3.23M	5.56K	+9.95%
Jun 30, 2025	BLUE INVESTMENT PARTNERS LLC	0.33%	63.92K	3.36M	1.59K	+2.56%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	74.01K	3.89M	1.09K	+1.50%
Jun 30, 2025	SENECA HOUSE ADVISORS	0.37%	72.27K	3.8M	72.27K	+100.00%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.31%	60.82K	3.2M	8.79K	+16.90%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.99%	389.08K	20.47M	181.05K	+87.03%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	4.08%	797.72K	41.98M	-1.31K	-0.16%
Jun 30, 2025	ATWOOD & PALMER INC	3.32%	648.79K	34.14M	199.55K	+44.42%
Jun 30, 2025	UBS GROUP AG	2.43%	474.37K	24.96M	204.46K	+75.75%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	2.4%	468.77K	24.51M	-5.26K	-1.11%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.79%	153.79K	8.09M	153.79K	+100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.6%	117.19K	6.17M	14.27K	+13.87%
Jun 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.58%	113.55K	5.97M	1.32K	+1.17%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	63.76K	3.36M	-137.01K	-68.24%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.14%	1M	52.48M	-33.31K	-3.21%
Jun 30, 2025	WATERFRONT WEALTH INC.	0.56%	108.87K	5.73M	6.38K	+6.22%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.55%	107.64K	5.66M	-11.9K	-9.96%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.76%	148.38K	7.81M	19.45K	+15.08%
Jun 30, 2025		0.57%	112.2K	5.9M	36.81K	+48.84%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.68%	132.24K	6.96M	22.39K	+20.38%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.31%	60.27K	3.17M	6.4K	+11.89%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	60.23K	3.17M	55.97K	+1,313.76%
Jun 30, 2025	GRANT STREET ASSET MANAGEMENT, INC.	4.13%	806.6K	42.44M	37.94K	+4.94%
Jun 30, 2025	PRASAD WEALTH PARTNERS, LLC	0.72%	140.12K	7.37M	140.12K	+100.00%
Jun 30, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.92%	375.12K	19.74M	160.02K	+74.39%
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.96%	187.66K	9.75M	187.66K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	1.47%	286.3K	15.06M	28.76K	+11.17%
Jun 30, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	1.62%	316.15K	16.64M	20.72K	+7.01%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	1.87%	364.66K	19.19M	10.45K	+2.95%
Mar 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.39%	52.03K	2.72M	10.85K	+26.35%
Mar 31, 2025	LPL FINANCIAL LLC	1.93%	257.53K	13.48M	146.54K	+132.02%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	12.09%	1.61M	84.34M	591.22K	+57.97%
Mar 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	3.56%	474.03K	24.46M	-14.36K	-2.94%
Mar 31, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	3.42%	455.25K	23.83M	0	0
Mar 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.84%	112.23K	5.88M	112.23K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.82%	109.86K	5.75M	-3.12K	-2.76%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.23%	30.03K	1.57M	15.68K	+109.31%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.78%	1.04M	54.28M	744.82K	+255.11%
Mar 31, 2025	GREENWICH WEALTH MANAGEMENT LLC	0.5%	66.18K	3.47M	66.18K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	5.47%	729.61K	38.19M	430.32K	+143.78%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	2.8%	373.81K	19.57M	-51.09K	-12.02%
Mar 31, 2025	UBS GROUP AG	2.03%	269.91K	14.13M	82.77K	+44.23%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.22%	162.63K	8.51M	30.81K	+23.37%
Mar 31, 2025	CITADEL ADVISORS LLC	0.79%	104.81K	5.49M	104.81K	+100.00%
Mar 31, 2025	ADVISORY RESOURCE GROUP	1.9%	253.82K	13.29M	18.92K	+8.06%
Mar 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	1.79%	238.38K	12.48M	238.38K	+100.00%
Mar 31, 2025	KENSINGTON ASSET MANAGEMENT, LLC	1.61%	215.1K	11.26M	215.1K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.56%	208.03K	10.89M	14.14K	+7.29%
Mar 31, 2025	JANE STREET GROUP, LLC	1.51%	200.77K	10.51M	194.18K	+2,946.09%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.9%	119.54K	6.26M	21.53K	+21.97%
Mar 31, 2025	EPIQ PARTNERS, LLC	1.36%	181.54K	9.5M	16.96K	+10.31%
Mar 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.45%	59.49K	3.11M	59.49K	+100.00%
Mar 31, 2025	GRANT STREET ASSET MANAGEMENT, INC.	5.77%	768.66K	40.24M	768.66K	+100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.97%	128.93K	6.75M	2.46K	+1.95%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.46%	61.95K	3.24M	12.88K	+26.24%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.32%	42.64K	2.23M	27.3K	+177.86%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	6%	799.03K	41.83M	164.29K	+25.88%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.77%	102.92K	5.39M	46.17K	+81.37%
Mar 31, 2025	WATERFRONT WEALTH INC.	0.77%	102.5K	5.37M	57.97K	+130.20%
Mar 31, 2025	COURIER CAPITAL LLC	0.64%	85.52K	4.48M	53K	+162.96%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	72.92K	3.82M	-1.78K	-2.38%
Mar 31, 2025	BLUE EDGE CAPITAL, LLC	0.54%	72.07K	3.77M	72.07K	+100.00%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	2.66%	354.21K	18.54M	30.53K	+9.43%
Mar 31, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	2.22%	295.43K	15.47M	295.43K	+100.00%
Mar 31, 2025	BUCK WEALTH STRATEGIES, LLC	1.22%	162.37K	8.5M	162.37K	+100.00%
Mar 31, 2025	ATWOOD & PALMER INC	3.37%	449.24K	23.52M	89.4K	+24.84%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	1.33%	177.26K	9.28M	177.26K	+100.00%
Mar 31, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.51%	68.26K	3.57M	68.26K	+100.00%
Mar 31, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.42%	55.85K	2.92M	7.25K	+14.91%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.41%	55.25K	2.89M	55.25K	+100.00%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.4%	53.86K	2.82M	-1.75K	-3.14%
Mar 31, 2025	WHALEN WEALTH MANAGEMENT INC.	0.4%	53.14K	2.78M	53.14K	+100.00%
Mar 31, 2025	CHANNEL WEALTH LLC	0.29%	38.53K	2.02M	38.53K	+100.00%
Mar 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.27%	35.69K	1.87M	8.55K	+31.51%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	0.26%	34.99K	1.83M	34.99K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	30.61K	1.6M	27.16K	+786.65%
Mar 31, 2025	BLUE INVESTMENT PARTNERS LLC	0.47%	62.33K	3.26M	3.24K	+5.48%
Mar 31, 2025		0.33%	44.62K	2.34M	44.62K	+100.00%

Frequently Asked Questions