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

Who are the major shareholders selling Invesco High Yield Equity Dividend Achievers ETF stock?

UNITED CAPITAL FINANCIAL ADVISERS, LLC, in the last quarter, reduced its stake in PEY by -4.85% restricting it's holding to 199.36 thousand shares of worth nearly $4.27M. AMERIPRISE FINANCIAL INC also lessened -4.49% of the PEY shares from its portfolio, reducing its holding to 204.47 thousand shares of worth $4.38M. ROYAL BANK OF CANADA also shunned PEY shares holding by -3.18% last quarter which brought its holding to 254.81 thousand shares worth $5.46M.

Investors who are buying PEY stock?

As per its latest 13F filing, ALPHACORE CAPITAL LLC increased its stake in PEY by 13.89% in the last quarter. The institutional holder raised its holding to 170.04 thousand shares having worth more than $3.64M. JONES FINANCIAL COMPANIES LLLP also added 1.73% more shares of PEY to its portfolio, raising its holding to 255.61 thousand shares of worth $5.38M. CREATIVE PLANNING also increased its PEY shares holding by 17.27% which brought its holding to 32.9 thousand shares worth $704.76K.

PEY's major insiders: who are they?

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

Did an insider recently sell PEY stock?

Company executives, directors, and other insiders own N/A percent of Invesco High Yield Equity Dividend Achievers ETF's stock. Within the last six months, there have been 0 transaction(s) in which PEY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PEY stock?

There have been 0 transaction(s) during the past 6-months in which Invesco High Yield Equity Dividend Achievers ETF insiders have bought stock, totalling 0 shares

How much of PEY does insiders own?

Around 0 Invesco High Yield Equity Dividend Achievers ETF shares are held by insiders, which represents about N/A of PEY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PEY?

ALPHACORE CAPITAL LLC is the largest institutional owner in PEY which holds 170.04 thousand shares worth $3.64M or 0.36% of the total PEY shares outstanding followed by EVOKE WEALTH, LLC with ownership of 171.36 thousand shares representing 0.36% of the PEY ownership. UNITED CAPITAL FINANCIAL ADVISERS, LLC is the third largest stakeholder with 199.36 thousand shares or 0.42% of the ownership worth more than $4.27M.

Is Invesco High Yield Equity Dividend Achievers 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 PEY is concerned, it is a stock which is optionable.

Is there a short position on PEY's shares?

Number of PEY 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 PEY shares are there?

As of today, null shares of PEY are outstanding.

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

PEY 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 PEY is null.

Invesco High Yield Equity Dividend Achievers ETF (PEY) 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. ALPHACORE CAPITAL LLC is the top corporate investor, holding 170.04K shares valued at $3.64M. A 0.36% stake in Invesco High Yield Equity Dividend Achievers ETF is owned by the company. EVOKE WEALTH, LLC owns 171.36K shares valued at $3.67M, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.36%	170.04K	3.64M	20.74K	+13.89%
Mar 31, 2026	EVOKE WEALTH, LLC	0.36%	171.36K	3.67M	0	0
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.42%	199.36K	4.27M	-10.16K	-4.85%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.43%	204.47K	4.38M	-9.62K	-4.49%
Mar 31, 2026	ROYAL BANK OF CANADA	0.54%	254.81K	5.46M	-8.37K	-3.18%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.54%	255.61K	5.38M	4.35K	+1.73%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.55%	258K	5.53M	-416.2K	-61.73%
Mar 31, 2026	MORGAN STANLEY	5.08%	2.39M	51.14M	-39.58K	-1.63%
Mar 31, 2026	CREATIVE PLANNING	0.07%	32.9K	704.76K	4.85K	+17.27%
Mar 31, 2026	NEW INSIGHT WEALTH ADVISORS	0.07%	33.3K	713.27K	-14.89K	-30.89%
Mar 31, 2026	AFT, FORSYTH & COMPANY, INC.	0.07%	33.33K	713.85K	-86	-0.26%
Mar 31, 2026	OXFORD FINANCIAL GROUP LTD	0.07%	34.51K	739.26K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	35.55K	761.52K	6	+0.02%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.08%	36.33K	778.08K	-8.38K	-18.75%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.08%	37.75K	809K	-46.38K	-55.13%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	38.37K	821.82K	-314	-0.81%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.28%	133.05K	2.85M	11.42K	+9.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	134.2K	2.87M	3.79K	+2.90%
Mar 31, 2026	GHP INVESTMENT ADVISORS, INC.	0.29%	137.59K	2.95M	27	+0.02%
Mar 31, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.35%	165K	3.53M	-24.24K	-12.81%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.36%	170.19K	3.65M	-8.75K	-4.89%
Mar 31, 2026	SALOMON & LUDWIN, LLC	0.44%	205.19K	4.43M	-1.42K	-0.69%
Mar 31, 2026	GOOD STEWARD WEALTH ADVISORS,LLC	0.47%	221.44K	4.74M	2.64K	+1.21%
Mar 31, 2026	UBS GROUP AG	0.69%	325.63K	6.97M	29.2K	+9.85%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.8%	377.22K	8.08M	18.12K	+5.05%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.88%	412.55K	8.84M	-29.94K	-6.77%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.36%	637.95K	13.66M	-4.65K	-0.72%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.94%	914.65K	19.59M	-5.98K	-0.65%
Mar 31, 2026	LPL FINANCIAL LLC	2.89%	1.36M	29.14M	-471.04K	-25.72%
Mar 31, 2026	PFG ADVISORS	0.05%	25.77K	551.86K	-5.26K	-16.95%
Mar 31, 2026	FIRST PREMIER BANK	0.05%	25.86K	554K	-10.81K	-29.48%
Mar 31, 2026	CITY STATE BANK	0.06%	28.35K	607.31K	7.44K	+35.57%
Mar 31, 2026		0.06%	30.18K	646.42K	30.18K	+100.00%
Mar 31, 2026	BKM WEALTH MANAGEMENT, LLC	0.07%	31.76K	680.15K	940	+3.05%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.07%	31.88K	682.86K	-478	-1.48%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.07%	31.96K	684.56K	1.38K	+4.51%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	32.42K	699.17K	-8.02K	-19.84%
Mar 31, 2026	SOUTHSTATE CORP	0.07%	32.58K	697.87K	1.99K	+6.49%
Mar 31, 2026	BARRETT & COMPANY, INC.	0.08%	38.88K	832.72K	-1.1K	-2.76%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.09%	41.67K	892.45K	81	+0.19%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.09%	41.8K	895.28K	0	0
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.09%	42.66K	913.76K	-2.18K	-4.87%
Mar 31, 2026	MARINER, LLC	0.09%	43.45K	930.65K	-53	-0.12%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	45.89K	982.8K	26K	+130.75%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	49.19K	1.05M	-172	-0.35%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	51.46K	1.1M	-10K	-16.27%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.11%	52.18K	1.12M	0	0
Mar 31, 2026	AXIS WEALTH PARTNERS, LLC	0.13%	62.18K	1.33M	-643	-1.02%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.14%	63.54K	1.36M	-8.59K	-11.90%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.14%	64.16K	1.37M	2.68K	+4.36%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.14%	68.05K	1.46M	59	+0.09%
Mar 31, 2026	ASPIRE CAPITAL ADVISORS LLC	0.15%	68.57K	1.47M	18.36K	+36.58%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	68.76K	1.47M	-4.96K	-6.73%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.16%	75.14K	1.61M	-8.16K	-9.80%
Mar 31, 2026	FIFTH THIRD BANCORP	0.16%	77K	1.65M	70.46K	+1,078.41%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.17%	81.8K	1.75M	-63.7K	-43.78%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.17%	81.97K	1.67M	74	+0.09%
Mar 31, 2026	WEALTH ALLIANCE	0.18%	86.8K	1.86M	1.7K	+1.99%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.19%	91.45K	1.96M	91.45K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	101.33K	2.17M	-850	-0.83%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	103.7K	2.22M	-2.92K	-2.74%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	106.52K	2.28M	2.44K	+2.34%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.25%	117.33K	2.51M	-2.39K	-2.00%
Mar 31, 2026	IFP ADVISORS, INC	0.26%	122.99K	2.63M	-2.25K	-1.80%
Mar 31, 2026	CRESTA ADVISORS, LTD.	0.27%	127.8K	2.74M	9.82K	+8.33%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	152.73K	3.27M	-7.51K	-4.68%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	104.08K	2.12M	-752	-0.72%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	106.62K	2.17M	-12.27K	-10.32%
Dec 31, 2025	CRESTA ADVISORS, LTD.	0.24%	117.97K	2.4M	3.75K	+3.29%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.24%	119.72K	2.44M	18.83K	+18.66%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.52%	251.26K	5.12M	27.25K	+12.17%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	263.18K	5.37M	57.84K	+28.17%
Dec 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.1%	48.19K	982.32K	-3.5K	-6.77%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	47.4K	966.49K	10.7K	+29.16%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	49.37K	1.01M	-9.88K	-16.68%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.28%	137.56K	2.8M	116	+0.08%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.3%	145.5K	2.97M	-58.3K	-28.61%
Dec 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.1%	50.2K	1.02M	26.19K	+109.04%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.11%	52.18K	1.06M	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	61.46K	1.25M	1.01K	+1.67%
Dec 31, 2025	BRICK & KYLE, ASSOCIATES	0.22%	108.03K	2.2M	1.95K	+1.83%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	61.48K	1.25M	7.19K	+13.24%
Dec 31, 2025	AXIS WEALTH PARTNERS, LLC	0.13%	62.82K	1.28M	-239	-0.38%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.14%	67.99K	1.39M	-321.11K	-82.53%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.15%	72.12K	1.47M	-8.88K	-10.96%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.1%	46.75K	953.03K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.05%	23.7K	483.12K	5.19K	+28.01%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	24.46K	498.54K	-500	-2.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	25.71K	524.13K	788	+3.16%
Dec 31, 2025	STOLPER CO	0.06%	30.27K	617K	548	+1.84%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.06%	30.58K	623.45K	-4.85K	-13.70%
Dec 31, 2025	SOUTHSTATE CORP	0.06%	30.6K	623.7K	1.47K	+5.04%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	121.64K	2.48M	254	+0.21%
Dec 31, 2025	LPL FINANCIAL LLC	3.76%	1.83M	37.34M	-75.46K	-3.96%
Dec 31, 2025	MORGAN STANLEY	4.99%	2.43M	49.48M	-73.88K	-2.95%
Dec 31, 2025	COMERICA BANK	0.16%	78.12K	1.59M	522	+0.67%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.17%	84.13K	1.72M	67.39K	+402.63%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	102.18K	2.08M	-2.36K	-2.26%
Dec 31, 2025	BARRETT & COMPANY, INC.	0.08%	39.98K	815.02K	120	+0.30%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	40.44K	850.08K	5.47K	+15.63%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	41.59K	847.74K	364	+0.88%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.09%	41.8K	852.1K	-2	0.00%
Dec 31, 2025	MARINER, LLC	0.09%	43.5K	886.84K	1.38K	+3.28%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.15%	72.26K	1.47M	-1.49K	-2.02%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	73.72K	1.5M	-2.82K	-3.69%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	81.9K	1.67M	-8.93K	-9.83%
Dec 31, 2025	IFP ADVISORS, INC	0.26%	125.24K	2.55M	15.96K	+14.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	130.42K	2.66M	-39.41K	-23.20%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.43%	209.52K	4.27M	71.14K	+51.41%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.31%	149.3K	3.04M	15.48K	+11.57%
Dec 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.34%	166.75K	3.4M	-2.15K	-1.28%
Dec 31, 2025	EVOKE WEALTH, LLC	0.35%	171.36K	3.49M	0	0
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.37%	178.94K	3.65M	-843	-0.47%
Dec 31, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.39%	189.24K	3.86M	-7.1K	-3.61%
Dec 31, 2025	SALOMON & LUDWIN, LLC	0.42%	206.61K	4.28M	-2.32K	-1.11%
Dec 31, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.45%	218.8K	4.46M	28.6K	+15.04%
Dec 31, 2025	UBS GROUP AG	0.61%	296.43K	6.04M	8.22K	+2.85%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.73%	359.09K	7.32M	17.58K	+5.15%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.89%	920.62K	18.77M	-388.54K	-29.68%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.44%	214.09K	4.36M	5.09K	+2.43%
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.06%	30.8K	627.84K	-415	-1.33%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	44.71K	911.46K	-23.86K	-34.80%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.09%	44.84K	914.14K	-2.54K	-5.35%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	83.3K	1.7M	1.82K	+2.23%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	160.23K	3.27M	-32.8K	-16.99%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.91%	442.49K	9.02M	-14.47K	-3.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.32%	642.6K	13.1M	-26.32K	-3.93%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.39%	674.2K	13.74M	582.4K	+634.42%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	10.08%	4.9M	99.86M	-761.33K	-13.45%
Dec 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.06%	30.82K	628.18K	970	+3.25%
Dec 31, 2025	PFG ADVISORS	0.06%	31.02K	632.44K	-1.91K	-5.80%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	31.36K	639.25K	1.18K	+3.90%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.07%	32.12K	654.85K	-589	-1.80%
Dec 31, 2025	AFT, FORSYTH & COMPANY, INC.	0.07%	33.41K	681.17K	-811	-2.37%
Dec 31, 2025	FIRST PREMIER BANK	0.08%	36.67K	747K	-1.5K	-3.93%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	38.68K	788.58K	15.72K	+68.47%
Dec 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.08%	38.58K	786.4K	2.37K	+6.55%
Dec 31, 2025	WEALTH ALLIANCE	0.17%	85.1K	1.73M	-1.72K	-1.98%
Sep 30, 2025	ROYAL BANK OF CANADA	0.44%	205.34K	4.33M	-28.18K	-12.07%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.44%	668.91K	14.09M	17K	+2.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.98%	456.95K	9.63M	31.43K	+7.39%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.74%	341.51K	7.19M	14.66K	+4.49%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.48%	224.01K	4.71M	13.82K	+6.57%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.44%	203.8K	4.29M	5.78K	+2.92%
Sep 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.42%	196.34K	4.14M	-26.21K	-11.78%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	193.03K	4.12M	-1.09K	-0.56%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	91.8K	1.93M	15.2K	+19.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	12.2%	5.66M	119.23M	-191.6K	-3.27%
Sep 30, 2025	MORGAN STANLEY	5.39%	2.5M	52.69M	-38.37K	-1.51%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.82%	1.31M	27.58M	20.26K	+1.57%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	121.38K	2.56M	256	+0.21%
Sep 30, 2025	CRESTA ADVISORS, LTD.	0.25%	114.22K	2.41M	-191	-0.17%
Sep 30, 2025	BRICK & KYLE, ASSOCIATES	0.23%	106.09K	2.24M	473	+0.45%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	90.82K	1.91M	-5.68K	-5.89%
Sep 30, 2025	WEALTH ALLIANCE	0.19%	86.82K	1.83M	-133	-0.15%
Sep 30, 2025	LPL FINANCIAL LLC	4.11%	1.91M	40.18M	-22.16K	-1.15%
Sep 30, 2025	UBS GROUP AG	0.62%	288.21K	6.07M	-21.32K	-6.89%
Sep 30, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.41%	190.19K	4.01M	85.26K	+81.24%
Sep 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.36%	168.9K	3.56M	3.01K	+1.81%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.29%	133.82K	2.82M	-17.52K	-11.58%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	81.48K	1.72M	-2.98K	-3.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	209K	4.4M	-14.03K	-6.29%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.1%	46.75K	984.88K	0	0
Sep 30, 2025	MARINER, LLC	0.09%	42.12K	887.36K	597	+1.44%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.09%	41.8K	880.62K	32.86K	+367.42%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.84%	389.1K	8.2M	26.82K	+7.40%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.45%	208.92K	4.46M	-10.74K	-4.89%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	138.38K	2.92M	-17.37K	-11.15%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	118.89K	2.51M	6.6K	+5.88%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	104.83K	2.21M	-1.06K	-1.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.17%	81K	1.71M	32.97K	+68.64%
Sep 30, 2025	COMERICA BANK	0.17%	77.59K	1.63M	-321	-0.41%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.1%	47.38K	998.15K	562	+1.20%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	104.54K	2.2M	-1.21K	-1.14%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	76.54K	1.61M	-3.29K	-4.12%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	41.22K	868.41K	1.35K	+3.38%
Sep 30, 2025	BARRETT & COMPANY, INC.	0.09%	39.86K	839.74K	116	+0.29%
Sep 30, 2025	FIRST PREMIER BANK	0.08%	38.17K	804K	-370	-0.96%
Sep 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.08%	36.2K	762.71K	1.13K	+3.22%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.08%	35.44K	746.54K	-5.58K	-13.60%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	34.98K	740.77K	-913	-2.54%
Sep 30, 2025	OXFORD FINANCIAL GROUP LTD	0.07%	34.51K	727.11K	0	0
Sep 30, 2025	AFT, FORSYTH & COMPANY, INC.	0.07%	34.23K	721.01K	-207	-0.60%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.07%	34K	716.33K	-2.74K	-7.46%
Sep 30, 2025	PFG ADVISORS	0.07%	32.93K	693.8K	-1.12K	-3.28%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.07%	32.71K	689.14K	-12.89K	-28.26%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.07%	32.36K	681.7K	0	0
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.07%	31.21K	657.56K	-1.63K	-4.95%
Sep 30, 2025		0.07%	30.18K	635.8K	30.18K	+100.00%
Sep 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.06%	29.85K	628.74K	3.05K	+11.37%
Sep 30, 2025	STOLPER CO	0.06%	29.72K	626K	-67	-0.22%
Sep 30, 2025	SOUTHSTATE CORP	0.06%	29.13K	613.6K	7.14K	+32.48%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.15K	529.89K	-1.09K	-4.15%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	24.96K	525.74K	-200	-0.80%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	24.92K	522.64K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.22%	100.89K	2.13M	-1.35K	-1.32%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.39%	179.78K	3.79M	-2.54K	-1.39%
Sep 30, 2025	EVOKE WEALTH, LLC	0.37%	171.36K	3.61M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	73.76K	1.55M	155	+0.21%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.15%	70.42K	1.48M	-6.34K	-8.25%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	68.57K	1.44M	58.51K	+581.61%
Sep 30, 2025	AXIS WEALTH PARTNERS, LLC	0.14%	63.06K	1.33M	-3.19K	-4.81%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.13%	60.45K	1.27M	-7.16K	-10.58%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	59.25K	1.25M	1.41K	+2.44%
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	54.71K	1.15M	54.71K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.12%	54.29K	1.14M	-5.19K	-8.73%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.11%	52.18K	1.1M	0	0
Sep 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.11%	51.69K	1.09M	-88.93K	-63.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	169.82K	3.58M	-13.02K	-7.12%
Sep 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.3%	137.45K	2.9M	-3.11K	-2.22%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.11%	50.67K	1.07M	-1.83K	-3.48%
Sep 30, 2025	BISON WEALTH, LLC	0.11%	49.28K	1.02M	-6.2K	-11.17%
Sep 30, 2025	IFP ADVISORS, INC	0.24%	109.29K	2.3M	-657	-0.60%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.17%	76.76K	1.57M	-22.88K	-22.96%
Jun 30, 2025		0.12%	55.47K	1.18M	14.94K	+36.86%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	48.03K	980.35K	-26.4K	-35.47%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.1%	46.82K	955.56K	-2.55K	-5.17%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.1%	46.75K	954.17K	0	0
Jun 30, 2025	BENJAMIN EDWARDS INC	0.1%	45.6K	930.64K	-2.47K	-5.14%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	44.63K	910.98K	180	+0.40%
Jun 30, 2025	MARINER, LLC	0.09%	41.52K	847.5K	28.15K	+210.41%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.09%	41.02K	837.12K	61	+0.15%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	39.87K	813.82K	2.46K	+6.58%
Jun 30, 2025	BARRETT & COMPANY, INC.	0.09%	39.74K	811.18K	116	+0.29%
Jun 30, 2025	FIRST PREMIER BANK	0.08%	38.54K	787K	-1.35K	-3.38%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.08%	36.74K	749.95K	-16.12K	-30.50%
Jun 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.3%	140.62K	2.87M	-29.57K	-17.38%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.11%	52.18K	1.06M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	50.07K	1.02M	50.07K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.5%	233.52K	4.77M	36.82K	+18.72%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	105.89K	2.16M	-24.62K	-18.86%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	105.75K	2.16M	-2.51K	-2.32%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.17%	76.6K	1.56M	-94.8K	-55.31%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	73.6K	1.5M	13.5K	+22.46%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	67.61K	1.38M	783	+1.17%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	57.84K	1.18M	-1.95K	-3.26%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.12%	54.55K	1.11M	54.55K	+100.00%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.11%	52.5K	1.07M	0	0
Jun 30, 2025	BRICK & KYLE, ASSOCIATES	0.23%	105.61K	2.24M	723	+0.69%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.21%	96.51K	1.97M	3.64K	+3.92%
Jun 30, 2025	WEALTH ALLIANCE	0.19%	86.95K	1.77M	4.15K	+5.01%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.18%	84.47K	1.72M	6.41K	+8.21%
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.36%	165.89K	3.39M	-2.66K	-1.58%
Jun 30, 2025	EVOKE WEALTH, LLC	0.37%	171.36K	3.5M	0	0
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.39%	182.32K	3.72M	-6.08K	-3.23%
Jun 30, 2025	IFP ADVISORS, INC	0.24%	109.95K	2.24M	-185	-0.17%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	112.29K	2.29M	-932	-0.82%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	12.61%	5.85M	119.43M	-333.3K	-5.39%
Jun 30, 2025	LPL FINANCIAL LLC	4.16%	1.93M	39.38M	-12.56K	-0.65%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.78%	1.29M	26.31M	2.08K	+0.16%
Jun 30, 2025	UBS GROUP AG	0.67%	309.52K	6.32M	-237	-0.08%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.48%	223.03K	4.56M	-7.54K	-3.27%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	194.11K	3.96M	-4.08K	-2.06%
Jun 30, 2025	GHP INVESTMENT ADVISORS, INC.	0.3%	140.56K	2.87M	-14.78K	-9.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	121.13K	2.47M	-2.89K	-2.33%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	54.4K	1.11B	10.5K	+23.92%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.33%	151.34K	3.09M	-35.03K	-18.80%
Jun 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.48%	222.55K	4.54M	-5K	-2.20%
Jun 30, 2025	GOOD STEWARD WEALTH ADVISORS,LLC	0.23%	104.94K	2.14M	69.97K	+200.13%
Jun 30, 2025	AXIS WEALTH PARTNERS, LLC	0.14%	66.25K	1.35M	-3.09K	-4.46%
Jun 30, 2025	BISON WEALTH, LLC	0.12%	55.47K	1.18M	14.94K	+36.86%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	182.84K	3.73M	-7.93K	-4.16%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.43%	198.02K	4.04M	89.76K	+82.90%
Jun 30, 2025	OXFORD FINANCIAL GROUP LTD	0.07%	34.51K	704.44K	-3.6K	-9.45%
Jun 30, 2025	CRESTA ADVISORS, LTD.	0.25%	114.41K	2.34M	11.22K	+10.87%
Jun 30, 2025	PASADENA PRIVATE WEALTH, LLC	0.08%	35.08K	715.9K	2.19K	+6.66%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	35.89K	763.7K	-1.72K	-4.56%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	57.9K	1.18M	-9.6K	-14.23%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	59.48K	1.21M	-587	-0.98%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	210.19K	4.29M	26.3K	+14.30%
Jun 30, 2025	SALOMON & LUDWIN, LLC	0.47%	219.66K	4.66M	-6.9K	-3.04%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.7%	326.85K	6.67M	21.12K	+6.91%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.78%	362.28K	7.39M	-17.25K	-4.54%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	425.52K	8.68M	20.41K	+5.04%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.41%	651.91K	13.31M	9.53K	+1.48%
Jun 30, 2025	MORGAN STANLEY	5.47%	2.54M	51.83B	-6.98K	-0.27%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	155.74K	3.18M	-20.15K	-11.46%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	79.83K	1.63M	-2.3K	-2.80%
Jun 30, 2025	COMERICA BANK	0.17%	77.91K	1.59M	112	+0.14%
Jun 30, 2025	FIRST CITIZENS BANK & TRUST CO	0.17%	77.44K	1.58M	77.44K	+100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.23%	108.26K	2.32M	29.4K	+37.29%
Mar 31, 2025	COMERICA BANK	0.17%	77.8K	1.67M	31.9K	+69.49%
Mar 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.36%	168.55K	3.62M	-2.44K	-1.42%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.38%	642.38K	13.79M	9.5K	+1.50%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.4%	183.89K	3.92M	45.83K	+33.19%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.4%	186.36K	4M	186.36K	+100.00%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.11%	52.87K	1.14M	-4.29K	-7.50%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.13%	60.09K	1.29M	60.09K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.21%	95.24K	2.04M	-746	-0.78%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.21%	99.64K	2.14M	45.02K	+82.44%
Mar 31, 2025	CRESTA ADVISORS, LTD.	0.22%	103.2K	2.22M	5.88K	+6.04%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.23%	104.69K	2.25M	-97.01K	-48.10%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.5%	230.57K	4.95M	8.42K	+3.79%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.66%	305.73K	6.56M	25.5K	+9.10%
Mar 31, 2025	UBS GROUP AG	0.67%	309.76K	6.65M	-46.35K	-13.02%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.14%	66.82K	1.44M	-4.89K	-6.81%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	59.79K	1.28M	12	+0.02%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	60.07K	1.29M	2.53K	+4.40%
Mar 31, 2025	IFP ADVISORS, INC	0.24%	110.13K	2.36M	2.11K	+1.96%
Mar 31, 2025	BRICK & KYLE, ASSOCIATES	0.23%	104.89K	2.23M	2K	+1.94%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	196.7K	4.22M	-2.2K	-1.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	13.33%	6.18M	132.79M	36.49K	+0.59%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.16%	74.43K	1.6M	27.22K	+57.65%
Mar 31, 2025	MORGAN STANLEY	5.49%	2.55M	54.67M	-208.02K	-7.55%
Mar 31, 2025	LPL FINANCIAL LLC	4.18%	1.94M	41.69M	4.41K	+0.23%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.77%	1.29M	27.63M	11.46K	+0.90%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.87%	405.11K	8.7M	-2.06K	-0.51%
Mar 31, 2025	SALOMON & LUDWIN, LLC	0.49%	226.56K	4.86M	-3.56K	-1.55%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	198.2K	4.26M	37.61K	+23.42%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	190.78K	4.1M	-41.32K	-17.80%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.41%	188.4K	4.05M	15	+0.01%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.38%	175.89K	3.78M	-7.73K	-4.21%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	124.01K	2.66M	-19.41K	-13.53%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	113.23K	2.43M	33.38K	+41.81%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.2%	92.86K	1.99M	3.35K	+3.75%
Mar 31, 2025	WEALTH ALLIANCE	0.18%	82.8K	1.78M	-2.84K	-3.32%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	82.13K	1.76M	-2.73K	-3.21%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.17%	78.06K	1.68M	1.82K	+2.39%
Mar 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.37%	170.19K	3.65M	-5.74K	-3.26%
Mar 31, 2025	JPL WEALTH MANAGEMENT, LLC	0.35%	162.81K	3.36M	162.81K	+100.00%
Mar 31, 2025	GHP INVESTMENT ADVISORS, INC.	0.33%	155.34K	3.34M	-2.76K	-1.74%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	130.51K	2.8M	18.01K	+16.01%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.13%	60.1K	1.29M	3.81K	+6.77%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.82%	379.53K	8.15M	-825	-0.22%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.37%	171.4K	3.68M	171.4K	+100.00%
Mar 31, 2025	EVOKE WEALTH, LLC	0.37%	171.36K	3.68M	0	0
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.23%	108.26K	2.32M	-1.06K	-0.97%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.15%	67.5K	1.45M	-44.85K	-39.92%
Mar 31, 2025		0.15%	69.34K	1.49M	-5.84K	-7.77%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.51%	236.72K	4.89M	6.54K	+2.84%
Mar 31, 2024	UBS GROUP AG	0.92%	424.87K	8.77M	-24.5K	-5.45%
Mar 31, 2024	ROYAL BANK OF CANADA	0.46%	215.33K	4.45M	-12.93K	-5.66%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	237.97K	4.91M	237.97K	+100.00%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.52%	242.84K	5.01M	5.8K	+2.45%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.6%	276.43K	5.71M	-4.47K	-1.59%
Mar 31, 2024	BARRETT & COMPANY, INC.	0.09%	42.5K	877.61K	-2.87K	-6.32%
Mar 31, 2024	OXFORD FINANCIAL GROUP LTD	0.09%	43.93K	907.12K	0	0
Mar 31, 2024	FIRST PREMIER BANK	0.1%	47.5K	981K	-1K	-2.06%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.1%	47.6K	983K	6.19K	+14.95%
Mar 31, 2024	WEALTH ALLIANCE	0.11%	48.77K	1.01M	1.47K	+3.11%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.11%	49.66K	1.03M	-168.47K	-77.23%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.11%	52.18K	1.08M	0	0
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.11%	52.43K	1.08M	-665	-1.25%
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.11%	52.5K	1.08M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.25%	578.79K	11.96M	-474.12K	-45.03%
Mar 31, 2024	MORGAN STANLEY	5.79%	2.69M	55.49M	-329.03K	-10.91%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	13.86%	6.43M	132.8M	-232.35K	-3.49%
Mar 31, 2024	SUGARLOAF WEALTH MANAGEMENT, LLC	0.12%	53.55K	1.11M	124	+0.23%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.12%	54.65K	1.13M	368	+0.68%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.12%	55.14K	1.14M	3.03K	+5.82%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.12%	56.04K	1.16M	-13.49K	-19.40%
Mar 31, 2024	SALOMON & LUDWIN, LLC	1.14%	529.62K	10.94M	-55.58K	-9.50%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.91%	1.35M	27.84M	102.72K	+8.25%
Mar 31, 2024	LPL FINANCIAL LLC	4.05%	1.88M	38.84M	-599.61K	-24.17%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.17%	76.93K	1.59M	1.79K	+2.38%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.21%	99.15K	2.05M	-66.48K	-40.14%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.22%	103.02K	2.13M	41.19K	+66.62%
Mar 31, 2024	MIDWESTONE FINANCIAL GROUP, INC.	0.24%	109.51K	2.26M	17.37K	+18.85%
Mar 31, 2024	JPL WEALTH MANAGEMENT, LLC	0.27%	126.89K	2.62M	16.22K	+14.65%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.3%	140.92K	2.91M	-87.36K	-38.27%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.76%	353.05K	7.29M	21.71K	+6.55%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.9%	415.49K	8.58M	310.1K	+294.21%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.13%	61.14K	1.26M	-2.93K	-4.57%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	62.74K	1.3M	-94.78K	-60.17%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.14%	62.99K	1.3M	-5.99K	-8.68%
Mar 31, 2024	CETERA ADVISORS LLC	0.15%	68.11K	1.41M	49K	+256.41%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	73.31K	1.51M	61.07K	+498.80%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.17%	79.56K	1.64M	-14.87K	-15.74%
Mar 31, 2024	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.17%	80.76K	1.67M	80.76K	+100.00%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	84.13K	1.74M	-63	-0.07%
Mar 31, 2024	CRESTA ADVISORS, LTD.	0.21%	95.72K	1.98M	-1.48K	-1.52%
Mar 31, 2024	BRICK & KYLE, ASSOCIATES	0.21%	97.67K	1.98M	7.41K	+8.21%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	99.97K	2.06M	6.65K	+7.12%
Mar 31, 2024	GLOBALT INVESTMENTS LLC / GA	0.22%	102.75K	2.12M	-6.34K	-5.82%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	116.89K	2.41M	-527	-0.45%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.26%	120.47K	2.49M	-40.92K	-25.35%
Mar 31, 2024	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.31%	145.35K	3M	18.16K	+14.27%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.34%	155.54K	3.21M	46.75K	+42.97%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0.35%	163.94K	3.39M	-1.56K	-0.94%
Mar 31, 2024	CITADEL ADVISORS LLC	0.36%	165.32K	3.41M	130.21K	+370.93%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.36%	168.44K	3.48M	3.14K	+1.90%
Mar 31, 2024	PROVIDENT WEALTH MANAGEMENT, LLC	0.38%	174.87K	3.61M	2.48K	+1.44%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	185.35K	3.83M	3.71K	+2.04%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.42%	192.76K	3.98M	-390	-0.20%
Mar 31, 2024	NEW INSIGHT WEALTH ADVISORS	0.46%	211.69K	4.37M	-15.29K	-6.74%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.5%	232.03K	4.79M	-144.12K	-38.31%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.54%	248.44K	5.11M	-107.27K	-30.16%
Mar 31, 2024	EVOKE WEALTH, LLC	0.7%	325.07K	6.71M	310.95K	+2,202.98%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.18%	84.89K	1.75M	18.8K	+28.44%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.19%	86.81K	1.79M	14.8K	+20.55%
Mar 31, 2024		0.46%	211.69K	4.37M	-15.29K	-6.74%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.58%	271.31K	5.6M	-31.64K	-10.44%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.7%	322.61K	6.66M	-79.9K	-19.85%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.71%	331.33K	7M	6.08K	+1.87%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.77%	355.71K	7.52M	-71.44K	-16.72%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.81%	376.15K	7.95M	-1.04M	-73.38%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.87%	402.51K	8.51M	105.34K	+35.45%
Dec 31, 2023	UBS GROUP AG	0.97%	449.37K	9.5M	-300.9K	-40.11%
Dec 31, 2023	ALPHACORE CAPITAL LLC	1%	463.29K	9.79M	-296.35K	-39.01%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.14%	66.1K	1.4M	551	+0.84%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.14%	64.07K	1.35M	-3.49K	-5.16%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.35%	161.39K	3.41M	-8.11K	-4.78%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.2%	94.43K	2M	-16.02K	-14.50%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.61%	280.9K	5.94M	-8.36K	-2.89%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.31%	145.09K	3.07M	5.62K	+4.03%
Dec 31, 2023	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.27%	127.19K	2.69M	467	+0.37%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.25%	117.42K	2.48M	-7.63K	-6.10%
Dec 31, 2023		0.24%	109.09K	2.31M	109.09K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.23%	108.79K	2.3M	-24.12K	-18.15%
Dec 31, 2023	IFP ADVISORS, INC	0.23%	108.36K	2.29M	1.97K	+1.85%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	105.4K	2.23M	18.72K	+21.60%
Dec 31, 2023	CRESTA ADVISORS, LTD.	0.21%	97.2K	2.05M	-1.59K	-1.61%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.65%	302.96K	6.4M	-20.48K	-6.33%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.49%	228.28K	4.83M	-29.93K	-11.59%
Dec 31, 2023	INVESTORS RESEARCH CORP	0.5%	230.17K	4.87M	7.17K	+3.22%
Dec 31, 2023	SALOMON & LUDWIN, LLC	1.26%	585.2K	11.23M	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.27%	1.05M	28.25M	-371.98K	-26.11%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.68%	1.25M	26.32M	-114.18K	-8.40%
Dec 31, 2023	LPL FINANCIAL LLC	5.35%	2.48M	52.44M	1.38K	+0.06%
Dec 31, 2023	MORGAN STANLEY	6.5%	3.02M	63.76M	103.98K	+3.57%
Dec 31, 2023	EVOKE WEALTH, LLC	0.7%	325.07K	6.87M	0	0
Dec 31, 2023	PROVIDENT WEALTH MANAGEMENT, LLC	0.37%	172.38K	3.64M	2.59K	+1.52%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	181.64K	3.84M	-175.21K	-49.10%
Dec 31, 2023	CAPITAL ADVISORS, LTD. LLC	0.42%	193.15K	4.08M	-1.1K	-0.56%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	93.32K	1.97M	-13.65K	-12.76%
Dec 31, 2023	MIDWESTONE FINANCIAL GROUP, INC.	0.2%	92.14K	1.95M	9.05K	+10.90%
Dec 31, 2023	BRICK & KYLE, ASSOCIATES	0.19%	90.26K	1.91M	671	+0.75%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	84.19K	1.71M	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.34%	157.51K	3.31M	-14.94K	-8.66%
Dec 31, 2023	INTEGRATED ADVISORS NETWORK LLC	0.16%	75.14K	1.59M	-6.32K	-7.76%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.43%	199.9K	4.23M	3.69K	+1.88%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.47%	218.13K	4.61M	-434.12K	-66.56%
Dec 31, 2023	ROYAL BANK OF CANADA	0.49%	228.25K	4.83M	-83.04K	-26.68%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	14.36%	6.66M	140.86M	-435.75K	-6.14%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.51%	237.03K	5M	237.03K	+100.00%
Dec 31, 2023	MERIDIAN WEALTH MANAGEMENT, LLC	0.37%	171.37K	3.62M	171.37K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.36%	165.62K	3.5M	-46.42K	-21.89%
Dec 31, 2023	GHP INVESTMENT ADVISORS, INC.	0.36%	165.5K	3.5M	-1.26K	-0.76%
Dec 31, 2023	ATRIA INVESTMENTS, INC	0.36%	165.3K	3.49M	-15.71K	-8.68%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.16%	72.01K	1.52M	10.08K	+16.27%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.15%	69.53K	1.47M	7.11K	+11.39%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.15%	68.97K	1.46M	-344	-0.50%

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