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

Who are the major shareholders selling US Treasury 12 Month Bill ETF stock?

JAFFETILCHIN INVESTMENT PARTNERS, LLC, in the last quarter, reduced its stake in OBIL by -1.96% restricting it's holding to 13.4 thousand shares of worth nearly $671.00K. also lessened -1.93% of the OBIL shares from its portfolio, reducing its holding to 6.56 thousand shares of worth $328.59K. GLOBAL VIEW CAPITAL MANAGEMENT LLC also shunned OBIL shares holding by -28.73% last quarter which brought its holding to 11.75 thousand shares worth $588.43K.

Investors who are buying OBIL stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in OBIL by 6.18% in the last quarter. The institutional holder raised its holding to 1.29 million shares having worth more than $64.53M. 49 WEALTH MANAGEMENT, LLC also added 8.68% more shares of OBIL to its portfolio, raising its holding to 240.8 thousand shares of worth $12.06M. NEWEDGE ADVISORS, LLC also increased its OBIL shares holding by 0.88% which brought its holding to 13.94 thousand shares worth $698.19K.

OBIL's major insiders: who are they?

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

Did an insider recently sell OBIL stock?

Company executives, directors, and other insiders own N/A percent of US Treasury 12 Month Bill ETF's stock. Within the last six months, there have been 0 transaction(s) in which OBIL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased OBIL stock?

There have been 0 transaction(s) during the past 6-months in which US Treasury 12 Month Bill ETF insiders have bought stock, totalling 0 shares

How much of OBIL does insiders own?

Around 0 US Treasury 12 Month Bill ETF shares are held by insiders, which represents about N/A of OBIL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in OBIL?

CREWS BANK & TRUST is the largest institutional owner in OBIL which holds 3.6 thousand shares worth $180.27K or 0.06% of the total OBIL shares outstanding followed by LPL FINANCIAL LLC with ownership of 1.29 million shares representing 21.45% of the OBIL ownership. JAFFETILCHIN INVESTMENT PARTNERS, LLC is the third largest stakeholder with 13.4 thousand shares or 0.22% of the ownership worth more than $671.00K.

Is US Treasury 12 Month Bill 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 OBIL is concerned, it is a stock which is not optionable.

Is there a short position on OBIL's shares?

Number of OBIL 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 OBIL shares are there?

As of today, null shares of OBIL are outstanding.

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

OBIL 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 OBIL is null.

US Treasury 12 Month Bill ETF (OBIL) 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. CREWS BANK & TRUST is the top corporate investor, holding 3.6K shares valued at $180.27K. A 0.06% stake in US Treasury 12 Month Bill ETF is owned by the company. LPL FINANCIAL LLC owns 1.29M shares valued at $64.53M, which translates its holding of 21.45% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CREWS BANK & TRUST	0.06%	3.6K	180.27K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	21.45%	1.29M	64.53M	74.96K	+6.18%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.22%	13.4K	671K	-268	-1.96%
Mar 31, 2026	49 WEALTH MANAGEMENT, LLC	4.01%	240.8K	12.06M	19.24K	+8.68%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.23%	13.94K	698.19K	122	+0.88%
Mar 31, 2026	CRESCENT GROVE ADVISORS, LLC	0.23%	14.06K	703.8K	4.04K	+40.27%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.28%	16.66K	834.26K	72	+0.43%
Mar 31, 2026	KPP ADVISORY SERVICES LLC	0.35%	21.27K	1.07M	21.27K	+100.00%
Mar 31, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.17%	10.01K	501.37K	9	+0.09%
Mar 31, 2026	CREW CAPITAL MANAGEMENT, LTD.	0.2%	11.82K	591.74K	1.53K	+14.84%
Mar 31, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1.54%	92.24K	4.62M	30.46K	+49.31%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.37%	22.25K	1.11M	22.25K	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.59%	35.48K	1.78M	1.37K	+4.02%
Mar 31, 2026		0.11%	6.56K	328.59K	-129	-1.93%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.14%	8.31K	416.85K	0	0
Mar 31, 2026	MARINER, LLC	0.14%	8.51K	425.99K	1.56K	+22.46%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.16%	9.45K	473.21K	1.97K	+26.32%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	1.18%	70.64K	3.54M	3.74K	+5.58%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.79%	167.69K	8.42M	14.13K	+9.20%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.71%	162.49K	8.14M	63.84K	+64.70%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.49%	149.4K	7.48M	11.51K	+8.35%
Mar 31, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.64%	38.4K	1.93M	1.89K	+5.16%
Mar 31, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.2%	11.75K	588.43K	-4.74K	-28.73%
Mar 31, 2026	MGO ONE SEVEN LLC	0.17%	10.4K	520.53K	10.4K	+100.00%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.17%	10.24K	512.78K	-57	-0.55%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	5K	250.38K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.75%	45K	2.25M	39.07K	+658.87%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.97%	58.38K	2.92M	58.28K	+58,276.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	6.28K	315K	-101	-1.58%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	6.34K	317.37K	100	+1.60%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.02%	121.19K	6.07M	37.89K	+45.49%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.42%	145.33K	7.28M	18.65K	+14.72%
Mar 31, 2026	GTS SECURITIES LLC	0.13%	7.54K	377.32K	2.35K	+45.44%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.13%	7.61K	381K	-660	-7.98%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	10.09K	505.11K	0	0
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	6.98K	349.57K	-944	-11.91%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.09%	5.49K	274.68K	-1.35K	-19.79%
Mar 31, 2026	JANE STREET GROUP, LLC	0.11%	6.63K	331.9K	-27.51K	-80.59%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	25	1.25K	0	0
Mar 31, 2026	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	153	7.66K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	5%	300.21K	15.03M	-55.51K	-15.60%
Mar 31, 2026	PERSPECTIVE WEALTH ADVISORS LLC	0.11%	6.56K	328.59K	-129	-1.93%
Mar 31, 2026	SUNRISE FINANCIAL SERVICES, LLC	1.24%	74.5K	3.73M	74.5K	+100.00%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.22%	13.48K	674.76K	-4.14K	-23.51%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	20.53K	1.03M	-2.06K	-9.12%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	20.77K	1.04M	-12.38K	-37.34%
Mar 31, 2026	MARSHALL & STERLING WEALTH ADVISORS INC.	0.45%	27.01K	1.35M	11.72K	+76.60%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.5%	29.85K	1.49M	10.28K	+52.50%
Mar 31, 2026	UBS GROUP AG	1.91%	114.54K	5.74M	4.6K	+4.18%
Mar 31, 2026	LIDO ADVISORS, LLC	0.47%	28.44K	1.42M	-27.03K	-48.72%
Mar 31, 2026	RETIREMENT CAPITAL STRATEGIES	0.2%	12.12K	606.65K	-9.77K	-44.63%
Mar 31, 2026	STIFEL FINANCIAL CORP	4.24%	254.58K	12.75M	-49.46K	-16.27%
Mar 31, 2026	MORGAN STANLEY	4.24%	254.68K	12.75M	107.17K	+72.65%
Mar 31, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.57%	35.6K	1.78M	-42.08K	-54.17%
Mar 31, 2026	CURRAN FINANCIAL PARTNERS, LLC	0.31%	18.54K	928.14K	-4.54K	-19.68%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.61%	36.58K	1.83M	-2.92K	-7.40%
Mar 31, 2026	NBC SECURITIES, INC.	0.01%	500	25.04K	0	0
Mar 31, 2026	CENTRAL TRUST CO	0.02%	1K	50.08K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.05%	3.4K	170.11K	156	+4.81%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.32%	78.5K	3.94M	-26.29K	-25.09%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	5K	250.98K	0	0
Dec 31, 2025	VISION FINANCIAL MARKETS LLC	0.01%	700	35.14K	700	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.05%	3.24K	162.68M	1.8K	+125.23%
Dec 31, 2025	CENTRAL TRUST CO	0.02%	1K	50.2K	0	0
Dec 31, 2025	CREWS BANK & TRUST	0.06%	3.6K	180.7K	-2.2K	-37.93%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	4.65K	233.59K	-18	-0.39%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.08%	4.78K	239.93K	4.78K	+100.00%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	4.99K	250.62K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.66%	39.5K	1.98M	-3.38K	-7.88%
Dec 31, 2025	LIDO ADVISORS, LLC	0.93%	55.47K	2.79M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.65%	98.66K	4.95M	11.91K	+13.73%
Dec 31, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.28%	16.49K	827.57K	315	+1.95%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	16.59K	832.63K	326	+2.00%
Dec 31, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.26%	15.3K	767.71K	-213	-1.37%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.23%	13.67K	686.06K	-71	-0.52%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.18%	10.79K	541.74K	-1.98K	-15.51%
Dec 31, 2025	CREW CAPITAL MANAGEMENT, LTD.	0.17%	10.29K	516.51K	1.22K	+13.50%
Dec 31, 2025	MARINER, LLC	0.12%	6.95K	348.71K	130	+1.91%
Dec 31, 2025	SIGMA PLANNING CORP	0.11%	6.24K	313.12K	-1.02K	-14.09%
Dec 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1.05%	61.78K	3.1M	-12.35K	-16.66%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	1.13%	66.9K	3.36M	-2.64K	-3.79%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.41%	83.29K	4.18M	35.96K	+75.98%
Dec 31, 2025	UBS GROUP AG	1.85%	109.94K	5.52M	36.36K	+49.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.13%	126.69K	6.36M	9.14K	+7.77%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.34%	137.89K	6.92M	2.15K	+1.59%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	25	1.26K	0	0
Dec 31, 2025	FRONT ROW ADVISORS LLC	0%	200	10.04K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	325	16K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	500	25.1K	0	0
Dec 31, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.39%	23.08K	1.16M	2.58K	+12.57%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	33.14K	1.66M	-5.78K	-14.84%
Dec 31, 2025	JANE STREET GROUP, LLC	0.58%	34.14K	1.71M	23.72K	+227.46%
Dec 31, 2025	MORGAN STANLEY	2.48%	147.51K	7.4M	37.99K	+34.69%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	3.72%	221.56K	11.12M	-23.24K	-9.49%
Dec 31, 2025	STIFEL FINANCIAL CORP	5.1%	304.04K	15.26M	11.11K	+3.79%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	5.96%	355.71K	17.86M	-60.05K	-14.44%
Dec 31, 2025	LPL FINANCIAL LLC	20.36%	1.21M	60.92M	25.47K	+2.14%
Dec 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	1.3%	77.68K	3.9M	41.9K	+117.12%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	2.58%	153.56K	7.71M	27.3K	+21.62%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-181	-100.00%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	108	0	0
Dec 31, 2025		0.11%	6.69K	335.86K	6.69K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	6.84K	343.25K	-3.03K	-30.68%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.3%	17.62K	884.24K	-1.5K	-7.85%
Dec 31, 2025	RETIREMENT CAPITAL STRATEGIES	0.37%	21.88K	1.1M	-21.52K	-49.58%
Dec 31, 2025	GTS SECURITIES LLC	0.09%	5.18K	260.06K	5.18K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.1%	5.93K	297.66K	5.93K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	6.38K	320K	-452	-6.61%
Dec 31, 2025	PLANWISER FINANCIAL, LLC	0.11%	6.69K	335.86K	6.69K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	7.48K	375.49K	-360	-4.59%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	7.93K	397.82K	597	+8.15%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	8.27K	415K	-27.28K	-76.74%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.14%	8.31K	416.85K	-5.03K	-37.70%
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.17%	10K	502.12K	6	+0.06%
Dec 31, 2025	CRESCENT GROVE ADVISORS, LLC	0.17%	10.02K	502.95K	1.28K	+14.58%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.17%	10.09K	506.32K	0	0
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.17%	10.33K	518.57K	3.49K	+50.93%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.23%	13.82K	693.76K	13.62K	+6,810.50%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.33%	19.57K	982.52K	-8.23K	-29.59%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.38%	22.59K	1.13M	-2.12K	-8.57%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.58%	34.11K	1.71M	262	+0.77%
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.62%	36.52K	1.84M	-1.29K	-3.41%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	7.23%	415.76K	20.91M	39.25K	+10.43%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.82%	47.33K	2.38M	32.76K	+224.83%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.36%	135.73K	6.83M	55.63K	+69.44%
Sep 30, 2025	RETIREMENT CAPITAL STRATEGIES	0.76%	43.4K	2.18M	3	+0.01%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.75%	42.88K	2.16M	1.13K	+2.71%
Sep 30, 2025	UBS GROUP AG	1.28%	73.59K	3.7M	-10.72K	-12.71%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	1.21%	69.54K	3.5M	21.12K	+43.63%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.66%	37.81K	1.9M	-709	-1.84%
Sep 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.62%	35.78K	1.8M	22.58K	+171.17%
Sep 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.28%	16.17K	813.53K	-1.7K	-9.51%
Sep 30, 2025	MENDEL MONEY MANAGEMENT	0.28%	15.91K	800.2K	-12.33K	-43.66%
Sep 30, 2025	DENVER WEALTH MANAGEMENT, INC.	0.19%	10.94K	550.28K	-4.21K	-27.81%
Sep 30, 2025	JANE STREET GROUP, LLC	0.18%	10.43K	524.48K	-21.19K	-67.02%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.17%	10K	502.92K	10	+0.10%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	9.86K	496.21K	-31.46K	-76.13%
Sep 30, 2025	CREW CAPITAL MANAGEMENT, LTD.	0.16%	9.07K	456.07K	376	+4.33%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	7.33K	368.64K	-788	-9.71%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	7.26K	365.25K	125	+1.75%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.12%	6.85K	344.3K	6.85K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	5K	251.53K	0	0
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	4.99K	251.17K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.08%	4.67K	235.01K	2	+0.04%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.08%	4.34K	218.12K	-3.4K	-43.95%
Sep 30, 2025	FMR LLC	0.02%	1K	50.41K	1K	+100.00%
Sep 30, 2025	CENTRAL TRUST CO	0.02%	1K	50.31K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	181	9.11K	181	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	25	1.26K	-200	-88.89%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	108	0	0
Sep 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0%	0	-	-4.05K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	20.67%	1.19M	59.77M	65.65K	+5.85%
Sep 30, 2025	STIFEL FINANCIAL CORP	5.1%	292.93K	14.74M	41.5K	+16.50%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	4.26%	244.8K	12.31M	-668	-0.27%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	2.2%	126.26K	6.35M	36.61K	+40.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.05%	117.55K	5.91M	19.23K	+19.56%
Sep 30, 2025	MORGAN STANLEY	1.91%	109.52K	5.51M	98.62K	+905.04%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.82%	104.79K	5.27M	-577	-0.55%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.51%	86.75K	4.36M	6.7K	+8.36%
Sep 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1.29%	74.13K	3.73M	-4.16K	-5.31%
Sep 30, 2025	LIDO ADVISORS, LLC	0.97%	55.47K	2.79M	-5.35K	-8.80%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.33%	19.12K	961.63K	-1.42K	-6.89%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	16.26K	818.06K	78	+0.48%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.27%	15.51K	780.06K	1.25K	+8.77%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.24%	13.74K	691.13K	13.74K	+100.00%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.23%	13.33K	670.62K	-476	-3.45%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.22%	12.77K	642.58K	-443	-3.35%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.18%	10.09K	507.43K	0	0
Sep 30, 2025	CRESCENT GROVE ADVISORS, LLC	0.15%	8.75K	439.92K	8.75K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	7.84K	394.48K	2.22K	+39.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	6.84K	344K	6.84K	+100.00%
Sep 30, 2025	MARINER, LLC	0.12%	6.82K	342.93K	271	+4.14%
Sep 30, 2025	CREWS BANK & TRUST	0.1%	5.8K	291.77K	600	+11.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	38.92K	1.96M	-12.2K	-23.87%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.62%	35.55K	1.79M	-15.38K	-30.20%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.59%	33.85K	1.7M	-24.51K	-41.99%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.48%	27.8K	1.4M	-17.39K	-38.48%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	24.71K	1.24M	-1.8K	-6.78%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.37%	21.33K	1.07M	21.33K	+100.00%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.36%	20.5K	1.03M	4.77K	+30.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	16.18K	812.36K	-889	-5.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	5.63K	282.4K	-47	-0.83%
Jun 30, 2025	MARINER, LLC	0.12%	6.55K	328.58K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	0.13%	7.14K	358.19K	-2.12K	-22.90%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.76%	41.75K	2.1M	5.38K	+14.80%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.14%	7.74K	388.31K	-1.75K	-18.48%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	8.12K	407.38K	-6.6K	-44.83%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	1.46%	80.11K	4.02M	11.1K	+16.09%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.93%	105.37K	5.29M	101.13K	+2,385.07%
Jun 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1.43%	78.28K	3.93M	-3.49K	-4.27%
Jun 30, 2025	CREW CAPITAL MANAGEMENT, LTD.	0.16%	8.69K	436.19K	-3.16K	-26.69%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.09%	4.67K	234.4K	2	+0.04%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	4.99K	250.62K	4.99K	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.09%	5K	250.98K	0	0
Jun 30, 2025		0.1%	5.2K	261.01K	0	0
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.18%	9.99K	501.31K	10	+0.10%
Jun 30, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.24%	13.19K	662.22K	5.05K	+62.10%
Jun 30, 2025	DENVER WEALTH MANAGEMENT, INC.	0.28%	15.15K	760.6K	24	+0.16%
Jun 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.29%	15.73K	789.47K	4.4K	+38.81%
Jun 30, 2025	CREWS BANK & TRUST	0.1%	5.2K	261.01K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.58%	31.62K	1.59M	22K	+228.69%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.82%	44.93K	2.26M	44.93K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.93%	50.93K	2.56M	-1.04K	-2.00%
Jun 30, 2025	UBS GROUP AG	1.54%	84.3K	4.23M	12.11K	+16.77%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.64%	89.65K	4.5M	15.24K	+20.48%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.8%	98.32K	4.94M	6.64K	+7.24%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	1K	50K	-500	-33.33%
Jun 30, 2025	CENTRAL TRUST CO	0.02%	1K	50.2K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	26.5K	1.33M	-13.16K	-33.18%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.76%	41.33K	2.07M	41.33K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	1.11%	60.82K	3.05M	-1.34K	-2.15%
Jun 30, 2025	MENDEL MONEY MANAGEMENT	0.52%	28.23K	1.42M	-711	-2.46%
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.7%	38.52K	1.93M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	51.12K	2.57M	-10.27K	-16.73%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.07%	58.36K	2.93M	-8.62K	-12.86%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	106	0	0
Jun 30, 2025	FRONT ROW ADVISORS LLC	0%	200	10.04K	0	0
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	225	11.29K	-775	-77.50%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	325	16K	25	+8.33%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.01%	369	18.52K	369	+100.00%
Jun 30, 2025	SEMMAX FINANCIAL ADVISORS INC.	0.01%	393	19.7K	393	+100.00%
Jun 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.07%	4.05K	203.44K	-409	-9.17%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	4.43K	222.47K	4.43K	+100.00%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.18%	10.09K	506.32K	10.09K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.2%	10.9K	546.98M	10.46K	+2,410.83%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.24%	13.22K	663.42K	13.22K	+100.00%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.25%	13.81K	693.03K	-454	-3.18%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.38%	20.53K	1.03M	-300	-1.44%
Jun 30, 2025	RETIREMENT CAPITAL STRATEGIES	0.79%	43.4K	2.18M	33.4K	+333.96%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	80.05K	4.02M	32.81K	+69.46%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	4.49%	245.46K	12.32M	-33.47K	-12.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	6.88%	376.51K	18.9M	26.72K	+7.64%
Jun 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.26%	14.26K	715.63K	848	+6.32%
Jun 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.33%	17.87K	897.04K	510	+2.94%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.83%	45.19K	2.27M	30.96K	+217.59%
Jun 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.89%	48.42K	2.43M	-10.68K	-18.07%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.27%	14.57K	731.39M	-9.41K	-39.23%
Jun 30, 2025	STIFEL FINANCIAL CORP	4.6%	251.44K	12.62M	-46.43K	-15.59%
Jun 30, 2025	LPL FINANCIAL LLC	20.52%	1.12M	56.35M	78.7K	+7.54%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	1.14%	69.01K	3.46M	-17.1K	-19.86%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.34%	20.83K	1.05M	-3.58K	-14.68%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	23.98K	1.2M	23.98K	+100.00%
Mar 31, 2025	MENDEL MONEY MANAGEMENT	0.48%	28.95K	1.45M	-80	-0.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.01%	61.4K	3.08M	12.44K	+25.42%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.6%	36.37K	1.83M	24.79K	+214.13%
Mar 31, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.19%	11.33K	568.87K	-969	-7.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	47.24K	2.37M	-6.29K	-11.76%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.1%	66.97K	3.36M	19.22K	+40.24%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.23%	74.41K	3.74M	27.19K	+57.57%
Mar 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1.35%	81.77K	4.11M	-12.26K	-13.04%
Mar 31, 2025	UBS GROUP AG	1.19%	72.19K	3.62M	5.56K	+8.34%
Mar 31, 2025	LIDO ADVISORS, LLC	1.03%	62.16K	3.12M	-22.48K	-26.56%
Mar 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.11%	6.37K	319.57K	-7.22K	-53.13%
Mar 31, 2025	MARINER, LLC	0.11%	6.55K	328.64K	6.55K	+100.00%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	4.6%	278.93K	14M	2.74K	+0.99%
Mar 31, 2025	STIFEL FINANCIAL CORP	4.91%	297.86K	14.95M	-23K	-7.17%
Mar 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.13%	8.14K	408.62K	8.14K	+100.00%
Mar 31, 2025	SIGMA PLANNING CORP	0.15%	9.26K	464.71K	-765	-7.63%
Mar 31, 2025	JANE STREET GROUP, LLC	0.16%	9.62K	482.92K	-11.09K	-53.55%
Mar 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.16%	9.98K	500.91K	999	+11.13%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.24%	14.26K	715.97K	14.26K	+100.00%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.64%	38.52K	1.93M	-1.56K	-3.90%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	5K	251.03K	0	0
Mar 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.16%	9.49K	476.46K	-1.38K	-12.66%
Mar 31, 2025	RETIREMENT CAPITAL STRATEGIES	0.16%	10K	502.05K	0	0
Mar 31, 2025	CREW CAPITAL MANAGEMENT, LTD.	0.2%	11.85K	595.13K	11.85K	+100.00%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.24%	14.71K	738.57K	-1.47K	-9.08%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.07%	4.3K	216.08K	4.3K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	5.77%	349.79K	17.56M	62.93K	+21.94%
Mar 31, 2025	WEALTHQUEST CORP	12.11%	734.14K	36.86M	33.54K	+4.79%
Mar 31, 2025	LPL FINANCIAL LLC	17.22%	1.04M	52.41M	95.13K	+10.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	4.02K	202K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.07%	4.24K	213K	4.24K	+100.00%
Mar 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.07%	4.46K	224.01K	-2.83K	-38.78%
Mar 31, 2025	CITADEL ADVISORS LLC	0.08%	4.56K	229.09K	-3.36K	-42.40%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.08%	4.67K	234.34K	101	+2.21%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.51%	91.68K	4.6M	20.42K	+28.65%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	4.82K	241K	-383	-7.36%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.08%	4.83K	242.29K	4.83K	+100.00%
Mar 31, 2025		0.09%	5.2K	261.07K	2K	+62.50%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	5.67K	284.81K	1.02K	+21.97%
Mar 31, 2025	DENVER WEALTH MANAGEMENT, INC.	0.25%	15.13K	759.57K	-2.17K	-12.53%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.28%	17.07K	857.15K	85	+0.50%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.65%	39.66K	1.99M	39.66K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.86%	51.97K	2.61M	6.67K	+14.73%

Frequently Asked Questions