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

Who are the major shareholders selling NEOS Nasdaq-100 High Income ETF stock?

PALACIOS WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in QQQI by -20.9% restricting it's holding to 71.34 thousand shares of worth nearly $3.84M. CETERA INVESTMENT ADVISERS also lessened -3.79% of the QQQI shares from its portfolio, reducing its holding to 42.3 thousand shares of worth $2.28B. PRIVATE ADVISOR GROUP, LLC also shunned QQQI shares holding by -13.35% last quarter which brought its holding to 167.38 thousand shares worth $9.02M.

Investors who are buying QQQI stock?

As per its latest 13F filing, CI PRIVATE WEALTH, LLC increased its stake in QQQI by 0.7% in the last quarter. The institutional holder raised its holding to 60.64 thousand shares having worth more than $3.27M. also added 100% more shares of QQQI to its portfolio, raising its holding to 73.12 thousand shares of worth $3.94M. PFG INVESTMENTS, LLC also increased its QQQI shares holding by 19.01% which brought its holding to 73.78 thousand shares worth $3.97M.

QQQI's major insiders: who are they?

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

Did an insider recently sell QQQI stock?

Company executives, directors, and other insiders own N/A percent of NEOS Nasdaq-100 High Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which QQQI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QQQI stock?

There have been 0 transaction(s) during the past 6-months in which NEOS Nasdaq-100 High Income ETF insiders have bought stock, totalling 0 shares

How much of QQQI does insiders own?

Around 0 NEOS Nasdaq-100 High Income ETF shares are held by insiders, which represents about N/A of QQQI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QQQI?

PALACIOS WEALTH MANAGEMENT, LLC is the largest institutional owner in QQQI which holds 71.34 thousand shares worth $3.84M or 0.08% of the total QQQI shares outstanding followed by CI PRIVATE WEALTH, LLC with ownership of 60.64 thousand shares representing 0.06% of the QQQI ownership. is the third largest stakeholder with 73.12 thousand shares or 0.08% of the ownership worth more than $3.94M.

Is NEOS Nasdaq-100 High 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 QQQI is concerned, it is a stock which is optionable.

Is there a short position on QQQI's shares?

Number of QQQI 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 QQQI shares are there?

As of today, null shares of QQQI are outstanding.

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

QQQI 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 QQQI is null.

NEOS Nasdaq-100 High Income ETF (QQQI) 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. PALACIOS WEALTH MANAGEMENT, LLC is the top corporate investor, holding 71.34K shares valued at $3.84M. A 0.08% stake in NEOS Nasdaq-100 High Income ETF is owned by the company. CI PRIVATE WEALTH, LLC owns 60.64K shares valued at $3.27M, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	PALACIOS WEALTH MANAGEMENT, LLC	0.08%	71.34K	3.84M	-18.85K	-20.90%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	60.64K	3.27M	422	+0.70%
Dec 31, 2025		0.08%	73.12K	3.94M	73.12K	+100.00%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.08%	73.78K	3.97M	11.79K	+19.01%
Dec 31, 2025	RIVERTREE ADVISORS, LLC	0.08%	80.06K	4.31M	77	+0.10%
Dec 31, 2025	MBL WEALTH, LLC	0.27%	251.53K	13.55M	42.64K	+20.41%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.27%	258.41K	13.92M	90.32K	+53.73%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.04%	37.99K	2.05M	37.99K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.04%	36.96K	1.99M	4.43K	+13.63%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	36.42K	1.96M	36.42K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.04%	34.86K	1.88M	5.23K	+17.65%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	34.85K	1.88M	34.85K	+100.00%
Dec 31, 2025	MADDEN SECURITIES CORP	0.31%	289.5K	15.59M	58.59K	+25.38%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.39%	372.23K	20.05M	49.97K	+15.51%
Dec 31, 2025	MORGAN STANLEY	0.44%	416.79K	22.45M	412.33K	+9,247.23%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	82.55K	4.45M	11.39K	+16.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	86.66K	4.67M	24.1K	+38.53%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.22%	208.76K	11.24M	7.63K	+3.80%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.03%	32.13K	1.73M	810	+2.59%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.03%	32.73K	1.76M	5.92K	+22.09%
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.04%	34.71K	1.87M	955	+2.83%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.04%	37.94K	1.36M	25.98K	+217.18%
Dec 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.53%	499.5K	26.9M	0	0
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.53%	505.56K	27.23M	13K	+2.64%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.64%	606.31K	32.66M	47.87K	+8.57%
Dec 31, 2025	UBS GROUP AG	0.74%	704K	37.92M	491.15K	+230.75%
Dec 31, 2025	LPL FINANCIAL LLC	2.03%	1.92M	103.54M	576.46K	+42.83%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.04%	39.49K	2.13M	39.49K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	42.3K	2.28B	-1.67K	-3.79%
Dec 31, 2025	OWEN LARUE, LLC	0.05%	46.04K	2.48M	15.02K	+48.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	192.66K	10.38M	34.79K	+22.04%
Dec 31, 2025	COLONY GROUP, LLC	0.07%	69.69K	3.78M	204	+0.29%
Dec 31, 2025	GRANTVEST FINANCIAL GROUP LLC	0.05%	46.08K	2.48M	2.37K	+5.42%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	72.7K	3.92M	26.2K	+56.34%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	52.58K	2.83M	14.46K	+37.93%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	72.49K	3.9M	53.74K	+286.53%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.05%	49.19K	2.65M	49.19K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.16%	155.9K	8.4M	71.68K	+85.12%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	167.38K	9.02M	-25.79K	-13.35%
Dec 31, 2025	CASCADE WEALTH ADVISORS, INC	0.2%	191.08K	10.41M	32.91K	+20.81%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	170.34K	9.17M	170.34K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	57.97K	3.12M	15.42K	+36.23%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.07%	61.71K	3.32M	16.72K	+37.17%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	64.2K	3.46M	31.5K	+96.33%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	66.1K	3.56M	58.59K	+780.16%
Dec 31, 2025	IEQ CAPITAL, LLC	0.09%	89.56K	4.82M	2.62K	+3.01%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.1%	91.78K	4.94M	26.29K	+40.14%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	100.85K	5.43M	17.42K	+20.88%
Dec 31, 2025	RFG ADVISORY, LLC	0.11%	104.6K	5.63M	18.12K	+20.95%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	397.7K	21.42M	150.4K	+60.82%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.06%	58.25K	3.14M	9K	+18.27%
Dec 31, 2025	FSA ADVISORS, INC.	0.06%	55.41K	2.98M	24.72K	+80.54%
Dec 31, 2025	ROYAL BANK OF CANADA	0.62%	590.45K	31.8M	251.01K	+73.95%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	67.27K	3.62M	14.38K	+27.20%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.07%	67.94K	3.66M	43.16K	+174.20%
Dec 31, 2025	PSI ADVISORS, LLC	0.07%	68.78K	3.7M	22.59K	+48.92%
Dec 31, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.18%	167.68K	9.03M	126.26K	+304.85%
Dec 31, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.11%	105.81K	5.7M	10.2K	+10.67%
Dec 31, 2025	CHUNG WU INVESTMENT GROUP, LLC	0.12%	114.46K	6.16M	14.94K	+15.01%
Dec 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.13%	119.9K	6.45M	119.9K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	127.34K	6.86M	17.32K	+15.74%
Sep 30, 2025	MADDEN SECURITIES CORP	0.24%	230.91K	12.52M	190.93K	+477.62%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.21%	201.13K	10.9M	142.84K	+245.07%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	29.63K	1.61M	29.63K	+100.00%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.04%	33.75K	1.83M	33.75K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.22%	212.85K	11.54M	111.28K	+109.57%
Sep 30, 2025	MBL WEALTH, LLC	0.22%	208.89K	11.32M	89.49K	+74.95%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.2%	193.18K	10.47M	28.53K	+17.33%
Sep 30, 2025	CASCADE WEALTH ADVISORS, INC	0.16%	158.17K	8.73M	-71.17K	-31.03%
Sep 30, 2025	CHUNG WU INVESTMENT GROUP, LLC	0.1%	99.52K	5.39M	99.52K	+100.00%
Sep 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.1%	95.61K	5.18M	95.61K	+100.00%
Sep 30, 2025	PALACIOS WEALTH MANAGEMENT, LLC	0.09%	90.19K	4.89M	43.29K	+92.31%
Sep 30, 2025	IEQ CAPITAL, LLC	0.09%	86.94K	4.71M	52.89K	+155.33%
Sep 30, 2025	GRANTVEST FINANCIAL GROUP LLC	0.05%	43.71K	2.37M	998	+2.34%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.05%	43.38K	2.35M	13.32K	+44.29%
Sep 30, 2025	ROYAL BANK OF CANADA	0.35%	339.45K	18.4M	256.94K	+311.42%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.08%	79.99K	4.34M	28.6K	+55.65%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	71.16K	3.86M	15.29K	+27.37%
Sep 30, 2025	COLONY GROUP, LLC	0.07%	69.49K	3.77M	69.49K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	68.56K	3.72M	50.04K	+270.17%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	157.87K	8.56M	84K	+113.71%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.09%	84.22K	4.56M	84.22K	+100.00%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	65.49K	3.55M	39.21K	+149.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	62.56K	3.39M	42.37K	+209.80%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	52.89K	2.87M	46K	+667.59%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.05%	49.25K	2.67M	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	42.55K	2.31M	18.95K	+80.26%
Sep 30, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.04%	41.42K	2.24M	8.97K	+27.63%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	32.7K	1.77M	32.7K	+100.00%
Sep 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.03%	26.81K	1.45M	7.78K	+40.91%
Sep 30, 2025	CAP PARTNERS, LLC	0.03%	26.63K	1.44M	1.77K	+7.14%
Sep 30, 2025	DAVIES FINANCIAL ADVISORS, INC.	0.03%	26.3K	1.43M	16.28K	+162.42%
Sep 30, 2025	STEPHENS INC /AR/	0.03%	24.45K	1.32M	8.77K	+55.90%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.03%	24.33K	1.32M	24.33K	+100.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.03%	24.3K	1.32M	1.42K	+6.21%
Sep 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.02%	21.73K	1.18M	3.82K	+21.31%
Sep 30, 2025	GAINPLAN LLC	0.02%	21.2K	1.15M	4.52K	+27.07%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.02%	20.03K	1.11M	2.9K	+16.95%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.02%	19.21K	1.04M	19.21K	+100.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.02%	18.76K	1.02M	18.76K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	43.97K	2.38M	11.27K	+34.46%
Sep 30, 2025	PSI ADVISORS, LLC	0.05%	46.18K	2.5M	46.18K	+100.00%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.05%	44.99K	2.44M	7.32K	+19.42%
Sep 30, 2025	ALPHA FINANCIAL PARTNERS, LLC	0.04%	33.94K	1.84M	9.86K	+40.94%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.03%	31.32K	1.7M	6.07K	+24.04%
Sep 30, 2025	OWEN LARUE, LLC	0.03%	31.02K	1.68M	16.2K	+109.28%
Sep 30, 2025	FSA ADVISORS, INC.	0.03%	30.69K	1.66M	7.5K	+32.33%
Sep 30, 2025	TACTIVE ADVISORS, LLC	0.03%	29.8K	1.62M	29.8K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.17%	168.09K	9.11M	51.23K	+43.84%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.03%	27.5K	1.49M	-141.5K	-83.73%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	26.88K	1.46M	3.68K	+15.88%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.11%	110.02K	5.96M	17.49K	+18.90%
Sep 30, 2025	RFG ADVISORY, LLC	0.09%	86.48K	4.69M	24.34K	+39.17%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	83.43K	4.52M	32.66K	+64.32%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.04%	38.12K	2.07M	10.85K	+39.76%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.06%	62K	3.36M	10.3K	+19.93%
Sep 30, 2025	CITADEL ADVISORS LLC	0.05%	46.5K	2.52M	-3K	-6.06%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	60.22K	3.26M	21.38K	+55.06%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	32.53K	1.76M	19.53K	+150.27%
Sep 30, 2025	LPL FINANCIAL LLC	1.4%	1.35M	72.95M	570.24K	+73.51%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.58%	558.44K	30.27M	558.44K	+100.00%
Sep 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.52%	499.5K	27.07M	-3.66K	-0.73%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.51%	492.57K	26.7M	492.57K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.33%	322.26K	17.47M	160.92K	+99.74%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	20.19K	1.05M	2.66K	+15.16%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.31%	196.46K	10.22M	28.73K	+17.13%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.27%	169K	8.79M	169K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.26%	164.64K	8.56M	141.71K	+617.75%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.26%	161.35K	8.39M	63.77K	+65.35%
Jun 30, 2025	MBL WEALTH, LLC	0.19%	119.4K	6.21M	119.4K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	116.86K	6.08M	41.36K	+54.78%
Jun 30, 2025	UBS GROUP AG	0.16%	101.56K	5.28M	54.65K	+116.49%
Jun 30, 2025	FSA ADVISORS, INC.	0.04%	23.19K	1.21M	14.26K	+159.57%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	22.87K	1.19M	-11.53K	-33.52%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.03%	16.61K	864.35K	7.67K	+85.71%
Jun 30, 2025	OPPENHEIMER & CO INC	0.03%	16.31K	848.08K	16.31K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.15%	92.53K	4.81M	8.35K	+9.91%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.08%	49.25K	2.56M	49.25K	+100.00%
Jun 30, 2025	MADDEN SECURITIES CORP	0.06%	39.98K	2.08M	21.01K	+110.78%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	38.84K	2.02M	38.84K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	37.67K	1.96M	10.25K	+37.36%
Jun 30, 2025	IEQ CAPITAL, LLC	0.05%	34.05K	1.77M	20.86K	+158.10%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	32.7K	1.7M	23.56K	+257.57%
Jun 30, 2025	TEAMWORK FINANCIAL ADVISORS, LLC	0.05%	32.45K	1.69M	32.45K	+100.00%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.05%	30.06K	1.56M	18.92K	+169.73%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	25.25K	1.31M	14.63K	+137.86%
Jun 30, 2025	CAP PARTNERS, LLC	0.04%	24.86K	1.29M	1.03K	+4.34%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	73.87K	3.84M	66.91K	+960.89%
Jun 30, 2025	RFG ADVISORY, LLC	0.1%	62.14K	3.23M	44.23K	+247.03%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.09%	58.29K	3.03M	22.35K	+62.18%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	55.87K	2.91M	7.53K	+15.59%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.08%	51.69K	2.69M	24.85K	+92.58%
Jun 30, 2025	RIVERTREE ADVISORS, LLC	0.08%	51.39K	2.67M	25.52K	+98.65%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	50.77K	2.64M	34.42K	+210.47%
Jun 30, 2025	ALPHA FINANCIAL PARTNERS, LLC	0.04%	24.08K	1.25M	24.08K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	23.61K	1.23M	14.31K	+153.83%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	23.19K	1.21M	5.61K	+31.93%
Jun 30, 2025		0.03%	19.02K	989.39K	19.02K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	18.52K	963.28K	-61.36K	-76.81%
Jun 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.03%	17.91K	931.55K	-3.98K	-18.17%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0.03%	17.13K	901.45K	17.13K	+100.00%
Jun 30, 2025	GAINPLAN LLC	0.03%	16.69K	867.89K	7.84K	+88.53%
Jun 30, 2025	STEPHENS INC /AR/	0.02%	15.68K	815.52K	15.68K	+100.00%
Jun 30, 2025	OWEN LARUE, LLC	0.02%	14.82K	770.84K	14.82K	+100.00%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.02%	14.63K	760.84K	34	+0.23%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.14%	89.94K	4.68M	89.94K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	82.51K	4.29M	82.25K	+31,879.07%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.04%	27.27K	1.42M	27.27K	+100.00%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	26.28K	1.37M	16.72K	+174.68%
Jun 30, 2025	LPL FINANCIAL LLC	1.23%	775.78K	40.35M	400.13K	+106.52%
Jun 30, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	0.8%	503.16K	26.17M	169.23K	+50.68%
Jun 30, 2025	CASCADE WEALTH ADVISORS, INC	0.36%	229.34K	12.26M	199.71K	+674.07%
Jun 30, 2025	CITADEL ADVISORS LLC	0.03%	17.45K	907.42M	17.45K	+100.00%
Jun 30, 2025	PALACIOS WEALTH MANAGEMENT, LLC	0.07%	46.9K	2.44M	36.74K	+361.60%
Jun 30, 2025	GRANTVEST FINANCIAL GROUP LLC	0.07%	42.71K	2.22M	797	+1.90%
Jun 30, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.03%	19.02K	989.39K	19.02K	+100.00%
Mar 31, 2025	BALBOA WEALTH PARTNERS	0.03%	7.45K	353.12K	647	+9.52%
Mar 31, 2025	BROWN ADVISORY INC	0.04%	9.39K	445.46K	9.39K	+100.00%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.1%	26.84K	1.27M	26.84K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	79.88K	3.79M	35.21K	+78.81%
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.11%	27.43K	1.3M	14.92K	+119.22%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.14%	35.94K	1.7M	9.53K	+36.08%
Mar 31, 2025	UBS GROUP AG	0.18%	46.91K	2.23M	46.11K	+5,764.13%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.29%	75.5K	3.58M	54.35K	+256.99%
Mar 31, 2025	SECOND HALF FINANCIAL PARTNERS, LLC	1.28%	333.93K	15.84M	-34.08K	-9.26%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	6.96K	330.26K	-2.22K	-24.19%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.03%	8.16K	386.98K	8.16K	+100.00%
Mar 31, 2025	GAINPLAN LLC	0.03%	8.85K	419.8K	-5.29K	-37.40%
Mar 31, 2025	LIDO ADVISORS, LLC	0.04%	9.2K	436.39K	323	+3.64%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	9.3K	441.1K	-809	-8.00%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.04%	9.57K	453.86K	3.68K	+62.60%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.04%	10.62K	503.47K	600	+5.99%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.05%	11.93K	566.03K	11.93K	+100.00%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.03%	6.6K	313.04K	-3.1K	-31.96%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.03%	6.65K	315.41K	6.65K	+100.00%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.05%	12.18K	577.46K	0	0
Mar 31, 2025	IEQ CAPITAL, LLC	0.05%	13.19K	625.75K	459	+3.60%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.06%	14.59K	692.19K	14.59K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.19%	48.33K	2.29M	48.33K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.03%	6.85K	324.71K	4.51K	+192.69%
Mar 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.03%	6.93K	328.49K	-731	-9.55%
Mar 31, 2025	LPL FINANCIAL LLC	1.44%	375.65K	17.82M	197.11K	+110.40%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.04%	11.15K	529K	422	+3.94%
Mar 31, 2025	CAP PARTNERS, LLC	0.09%	23.82K	1.13M	5.29K	+28.51%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	16.35K	776K	11.32K	+224.68%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	17.54K	832K	9.78K	+126.13%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	17.58K	833.8K	1.03K	+6.25%
Mar 31, 2025	MADDEN SECURITIES CORP	0.07%	18.97K	899.51K	18.97K	+100.00%
Mar 31, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.08%	21.89K	1.04M	8.59K	+64.65%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.03%	7.86K	372.85K	2.71K	+52.70%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	9.15K	433.77K	3.34K	+57.59%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	22.94K	1.09M	14.56K	+173.64%
Mar 31, 2025	RIVERTREE ADVISORS, LLC	0.1%	25.87K	1.23M	25.87K	+100.00%
Mar 31, 2025	FSA ADVISORS, INC.	0.03%	8.94K	423.79K	8.94K	+100.00%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.03%	8.95K	424.35K	8.95K	+100.00%
Mar 31, 2025	RFG ADVISORY, LLC	0.07%	17.91K	849.28K	17.91K	+100.00%
Mar 31, 2025	CASCADE WEALTH ADVISORS, INC	0.11%	29.63K	1.38M	29.63K	+100.00%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.13%	34.41K	1.63M	20.27K	+143.45%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.32%	84.18K	3.99M	24.57K	+41.22%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.37%	97.58K	4.63M	18.48K	+23.36%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.64%	167.73K	7.96M	45.45K	+37.17%
Mar 31, 2025	CITADEL ADVISORS LLC	0.06%	16.1K	763.62K	9K	+126.76%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.04%	10.13K	480.28K	-802	-7.34%
Mar 31, 2025		0.04%	10.16K	481.89K	5.78K	+131.70%

Frequently Asked Questions