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

Who are the major shareholders selling Schwab Government Money Market ETF stock?

MJP ASSOCIATES INC /ADV, in the last quarter, reduced its stake in SGVT by -18.76% restricting it's holding to 137.43 thousand shares of worth nearly $13.84M. ADVISOR OS, LLC also lessened -20.68% of the SGVT shares from its portfolio, reducing its holding to 137.43 thousand shares of worth $13.84M. HOLISTIC PLANNING, LLC also shunned SGVT shares holding by -18.47% last quarter which brought its holding to 96.51 thousand shares worth $9.72M.

Investors who are buying SGVT stock?

As per its latest 13F filing, UNITED ADVISOR GROUP, LLC increased its stake in SGVT by 100% in the last quarter. The institutional holder raised its holding to 4.02 thousand shares having worth more than $405.18K. EP WEALTH ADVISORS, LLC also added 100% more shares of SGVT to its portfolio, raising its holding to 9.48 thousand shares of worth $955.22K. SAVANT CAPITAL, LLC also increased its SGVT shares holding by 111.3% which brought its holding to 176.02 thousand shares worth $17.73M.

SGVT's major insiders: who are they?

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

Did an insider recently sell SGVT stock?

Company executives, directors, and other insiders own N/A percent of Schwab Government Money Market ETF's stock. Within the last six months, there have been 0 transaction(s) in which SGVT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SGVT stock?

There have been 0 transaction(s) during the past 6-months in which Schwab Government Money Market ETF insiders have bought stock, totalling 0 shares

How much of SGVT does insiders own?

Around 0 Schwab Government Money Market ETF shares are held by insiders, which represents about N/A of SGVT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SGVT?

UNITED ADVISOR GROUP, LLC is the largest institutional owner in SGVT which holds 4.02 thousand shares worth $405.18K or 0.05% of the total SGVT shares outstanding followed by EP WEALTH ADVISORS, LLC with ownership of 9.48 thousand shares representing 0.11% of the SGVT ownership. SAVANT CAPITAL, LLC is the third largest stakeholder with 176.02 thousand shares or 2.03% of the ownership worth more than $17.73M.

Is Schwab Government Money Market 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 SGVT is concerned, it is a stock which is not optionable.

Is there a short position on SGVT's shares?

Number of SGVT 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 SGVT shares are there?

As of today, null shares of SGVT are outstanding.

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

SGVT 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 SGVT is null.

Schwab Government Money Market ETF (SGVT) 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. UNITED ADVISOR GROUP, LLC is the top corporate investor, holding 4.02K shares valued at $405.18K. A 0.05% stake in Schwab Government Money Market ETF is owned by the company. EP WEALTH ADVISORS, LLC owns 9.48K shares valued at $955.22K, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.05%	4.02K	405.18K	4.02K	+100.00%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.11%	9.48K	955.22K	9.48K	+100.00%
Jun 30, 2026	SAVANT CAPITAL, LLC	2.03%	176.02K	17.73M	92.72K	+111.30%
Jun 30, 2026	MJP ASSOCIATES INC /ADV	1.59%	137.43K	13.84M	-31.73K	-18.76%
Jun 30, 2026	ADVISOR OS, LLC	1.59%	137.43K	13.84M	-35.84K	-20.68%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	1.57%	135.91K	13.69M	57.07K	+72.38%
Jun 30, 2026	HOLISTIC PLANNING, LLC	1.12%	96.51K	9.72M	-21.86K	-18.47%
Jun 30, 2026	ADDISON CAPITAL CO	1.02%	88.56K	8.92M	22.59K	+34.24%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.78%	67.59K	6.81M	15.43K	+29.59%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.3%	26.3K	2.65M	8.45K	+47.35%
Jun 30, 2026	MIRADOR CAPITAL PARTNERS LP	0.15%	3.01K	302.85K	24	+0.80%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.15%	2.86K	287.92K	2.86K	+100.00%
Jun 30, 2026	BALBOA WEALTH PARTNERS	0.14%	2.75K	277.34K	2.75K	+100.00%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.14%	2.75K	276.83K	2.75K	+100.00%
Jun 30, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.13%	2.46K	247.82K	0	0
Jun 30, 2026	FCG INVESTMENT CO	0.07%	5.88K	592.75K	5.88K	+100.00%
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.12%	9.96K	1M	-17.62K	-63.89%
Jun 30, 2026	CREATIVE PLANNING	0.05%	4.35K	438.09K	4.35K	+100.00%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.05%	4.49K	452.02K	-1.91K	-29.87%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.1%	8.34K	839.77K	-35.6K	-81.03%
Jun 30, 2026	WPWEALTH LLP	0.11%	9.93K	999.95K	3.73K	+60.15%
Jun 30, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.06%	4.98K	501.18K	4.98K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.04%	3.8K	382.85K	-6.33K	-62.47%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.1%	8.87K	893.77K	-2.3K	-20.55%
Jun 30, 2026	COLONY GROUP, LLC	0.11%	2.24K	225.28K	-7.47K	-76.97%
Jun 30, 2026	VISTA CIMA WEALTH MANAGEMENT LLC	0.11%	9.23K	930.03K	-6.48K	-41.25%
Jun 30, 2026	PRIVATE CLIENT SERVICES, LLC	0.11%	9.53K	959.75K	6.55K	+219.70%
Jun 30, 2026	STONE LOFT WEALTH MANAGEMENT LLC	0.15%	12.65K	1.27M	-690	-5.17%
Jun 30, 2026	WPG ADVISERS, LLC	0.16%	14.12K	1.42M	14.12K	+100.00%
Jun 30, 2026	FULCRUM WEALTH ADVISORS, LLC	0.36%	31.26K	3.15M	31.26K	+100.00%
Jun 30, 2026	MASCAGNI WEALTH MANAGEMENT, INC.	0.13%	10.92K	1.1M	1.62K	+17.46%
Jun 30, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.17%	3.32K	334.13K	720	+27.74%
Jun 30, 2026	SKYLINE ADVISORS, INC.	0.17%	3.25K	327.11K	3.25K	+100.00%
Jun 30, 2026	COMPASS ION ADVISORS, LLC	0.13%	10.93K	1.1M	10.93K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	12.87K	1.3M	12.87K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.22%	18.83K	1.9M	-2.48K	-11.63%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.5%	43.06K	4.34M	11.67K	+37.18%
Jun 30, 2026	MARINER, LLC	0.17%	14.73K	1.48M	14.73K	+100.00%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.07%	6.01K	605.5K	49	+0.82%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	6.09K	612.12K	6.09K	+100.00%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.07%	6.26K	630.63K	6.26K	+100.00%
Jun 30, 2026	CALTON & ASSOCIATES, INC.	0.08%	7.14K	719.59K	-79.18K	-91.73%
Jun 30, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.17%	14.89K	1.5M	-1.47K	-8.98%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.23%	19.55K	1.97M	1.11K	+6.02%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.08%	7.14K	719.69K	1.88K	+35.59%
Jun 30, 2026	PINNACLE FAMILY ADVISORS, LLC	0.09%	7.5K	755.25K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	8.39K	845K	5.08K	+153.66%
Jun 30, 2026	WALSKY INVESTMENT MANAGEMENT, INC.	0.16%	3.21K	322.97K	3.21K	+100.00%
Jun 30, 2026	KEEL POINT, LLC	0.04%	3.37K	339.49K	3.37K	+100.00%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.04%	3.37K	339.58K	3.37K	+100.00%
Jun 30, 2026		0.18%	3.53K	355.87K	29	+0.83%
Jun 30, 2026	MILLS WEALTH ADVISORS LLC	0.08%	6.75K	680.3K	6.75K	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	3.58K	360.75K	1.54K	+75.80%
Jun 30, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.04%	3.6K	362.97K	3.6K	+100.00%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.06%	4.9K	493.65K	-7.78K	-61.36%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	4.96K	499.33K	4.96K	+100.00%
Jun 30, 2026	IAMS WEALTH MANAGEMENT, LLC	0.12%	2.43K	245K	-435	-15.17%
Jun 30, 2026	PERSPECTIVE WEALTH ADVISORS LLC	0.18%	15.36K	1.55M	15.36K	+100.00%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	0.06%	5.46K	549.94K	5.46K	+100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.05%	4.31K	433.79K	3.42K	+383.82%
Jun 30, 2026	FLAGSHIP CAPITAL MANAGEMENT INC.	0.04%	3.53K	355.87K	29	+0.83%
Mar 31, 2026	MENDOTA FINANCIAL GROUP, LLC	0.3%	5.8K	583.87K	5.8K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.95%	18.44K	1.86M	6.77K	+58.05%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.91%	17.85K	1.8M	921	+5.44%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.25%	43.93K	4.42M	43.93K	+100.00%
Mar 31, 2026	WPWEALTH LLP	0.32%	6.2K	624.26K	6.2K	+100.00%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.27%	5.27K	530.69K	2.92K	+123.93%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.25%	4.87K	490.41K	4.87K	+100.00%
Mar 31, 2026	MOULTON WEALTH MANAGEMENT, INC	236.35%	4.61M	4.61M	4.61M	+100.00%
Mar 31, 2026	WOLFSTICH CAPITAL, LLC	126.71%	2.47M	2.47M	2.16M	+682.52%
Mar 31, 2026	ADVISOR OS, LLC	8.88%	173.27K	17.45M	173.27K	+100.00%
Mar 31, 2026	MJP ASSOCIATES INC /ADV	8.67%	169.16K	17.04M	169.16K	+100.00%
Mar 31, 2026	HOLISTIC PLANNING, LLC	6.07%	118.37K	11.92M	-26.17K	-18.10%
Mar 31, 2026	CALTON & ASSOCIATES, INC.	4.42%	86.32K	8.69M	83.35K	+2,806.46%
Mar 31, 2026	SAVANT CAPITAL, LLC	4.27%	83.3K	8.39M	-11.78K	-12.39%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	4.04%	78.84K	7.94M	78.84K	+100.00%
Mar 31, 2026	ADDISON CAPITAL CO	3.38%	65.97K	6.64M	-25.07K	-27.54%
Mar 31, 2026	WORTH ASSET MANAGEMENT, LLC	1.41%	27.57K	2.78M	18.86K	+216.46%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.13%	2.6K	261.47K	2.6K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.05%	890	89.64K	890	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	602	60.63K	0	0
Mar 31, 2026	ROBBINS FARLEY	0.03%	600	60.43K	600	+100.00%
Mar 31, 2026	HARTFORD FINANCIAL MANAGEMENT INC.	0.01%	259	26.09K	-265	-50.57%
Mar 31, 2026	WEST BRANCH CAPITAL LLC	0.01%	158	15.9K	7	+4.64%
Mar 31, 2026	FAIRWAY WEALTH LLC	0.01%	149	15.01K	149	+100.00%
Mar 31, 2026	CWM, LLC	0.01%	114	11.48K	114	+100.00%
Mar 31, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	28	2.84K	0	0
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	8	291	8	+100.00%
Mar 31, 2026	STEIGERWALD, GORDON & KOCH INC.	0%	3	303	3	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.09%	21.31K	2.15M	-79.76K	-78.91%
Mar 31, 2026	REAL TALK CAPITAL, LLC	0.17%	3.41K	343.86K	-659	-16.18%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	3.31K	333K	-4.18K	-55.82%
Mar 31, 2026	MIRADOR CAPITAL PARTNERS LP	0.15%	2.98K	300.35K	2.98K	+100.00%
Mar 31, 2026	PRIVATE CLIENT SERVICES, LLC	0.15%	2.98K	300.15K	2.98K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.15%	2.97K	299.04K	2.97K	+100.00%
Mar 31, 2026	IAMS WEALTH MANAGEMENT, LLC	0.15%	2.87K	288.77K	2.87K	+100.00%
Mar 31, 2026	VERMILLION WEALTH MANAGEMENT, INC.	0.13%	2.54K	255.63K	0	0
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.11%	2.22K	223.6K	2.22K	+100.00%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	3.42K	344.16K	-3.19K	-48.29%
Mar 31, 2026	CAPITAL PLANNING ADVISORS, LLC	0.13%	2.48K	249.79K	2.48K	+100.00%
Mar 31, 2026	RICHARD P SLAUGHTER ASSOCIATES INC	0.13%	2.46K	247.77K	2.46K	+100.00%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.11%	2.23K	224.2K	2.23K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	3.56K	358.26K	2.94K	+473.71%
Mar 31, 2026	COLONY GROUP, LLC	0.5%	9.71K	977.79K	9.71K	+100.00%
Mar 31, 2026	MASCAGNI WEALTH MANAGEMENT, INC.	0.48%	9.29K	936.02K	-1.13K	-10.82%
Mar 31, 2026	PINNACLE FAMILY ADVISORS, LLC	0.38%	7.5K	755.1K	3.51K	+88.04%
Mar 31, 2026	CLARIS FINANCIAL LLC	0.34%	6.62K	666.67K	2.37K	+55.81%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.33%	6.4K	644.41K	-3.64K	-36.28%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.31%	5.96K	600.49K	5.96K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.3%	5.83K	586K	-4.13K	-41.50%
Mar 31, 2026		0.18%	3.5K	352.93K	20	+0.57%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.61%	31.39K	3.16M	31.39K	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.65%	12.68K	1.28M	12.68K	+100.00%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.57%	11.17K	1.12M	-59.96K	-84.30%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.52%	10.13K	1.02M	7.82K	+338.17%
Mar 31, 2026	LUKEN INVESTMENT ANALYTICS, LLC	0.84%	16.36K	1.65M	1.78K	+12.22%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	2.67%	52.16K	5.25M	-25.15K	-32.53%
Mar 31, 2026	NORTH BERKELEY WEALTH MANAGEMENT, LLC	2.54%	49.48K	4.98M	-175.11K	-77.97%
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.59%	11.51K	1.16M	5.77K	+100.66%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	2.04K	205.17K	31	+1.55%
Mar 31, 2026	MGO ONE SEVEN LLC	0.1%	2.02K	203.86K	-30.85K	-93.84%
Mar 31, 2026	VISTA CIMA WEALTH MANAGEMENT LLC	0.81%	15.71K	1.58M	15.71K	+100.00%
Dec 31, 2025	REAL TALK CAPITAL, LLC	0.21%	4.07K	409.28K	4.07K	+100.00%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	3.65%	71.13K	7.15M	71.13K	+100.00%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	2.55%	49.79K	5M	1.43K	+2.95%
Dec 31, 2025	CLARIS FINANCIAL LLC	0.22%	4.25K	426.86K	4.25K	+100.00%
Dec 31, 2025		0.18%	3.48K	350.09K	3.48K	+100.00%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0.13%	2.54K	255.03K	2.54K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	2.35K	236.44K	2.35K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-1.24K	-100.00%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0%	0	-	-9.94K	-100.00%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0%	0	-	-3.32K	-100.00%
Dec 31, 2025	NORTH BERKELEY WEALTH MANAGEMENT, LLC	11.51%	224.59K	22.57M	224.59K	+100.00%
Dec 31, 2025	HOLISTIC PLANNING, LLC	7.41%	144.54K	14.52M	116.14K	+408.91%
Dec 31, 2025	JANE STREET GROUP, LLC	5.18%	101.07K	10.16M	101.07K	+100.00%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.7%	13.62K	1.37M	-2.85K	-17.32%
Dec 31, 2025	UBS GROUP AG	0.67%	13.05K	1.31M	12.88K	+7,400.57%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.6%	11.67K	1.17M	7.75K	+198.19%
Dec 31, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.53%	10.42K	1.05M	10.42K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.51%	10.04K	1.01M	7.73K	+334.11%
Dec 31, 2025	WORTH ASSET MANAGEMENT, LLC	0.45%	8.71K	875.53K	8.71K	+100.00%
Dec 31, 2025	ALMANACK INVESTMENT PARTNERS, LLC.	0.33%	6.51K	653.66K	6.51K	+100.00%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.31%	6.14K	616.58K	6.14K	+100.00%
Dec 31, 2025	SAVANT CAPITAL, LLC	4.87%	95.08K	9.55M	61.32K	+181.59%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.87%	16.92K	1.7M	16.92K	+100.00%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.29%	5.73K	576.18K	4.15K	+261.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	952	95.7K	300	+46.01%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	620	62.3K	620	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	602	60.49K	-161	-21.10%
Dec 31, 2025	ADDISON CAPITAL CO	4.67%	91.05K	9.15M	91.05K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	1.69%	32.88K	3.3M	-321	-0.97%
Dec 31, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.75%	14.58K	1.46M	-750	-4.89%
Dec 31, 2025	HRT FINANCIAL LP	0.51%	9.96K	1M	7.45K	+296.81%
Dec 31, 2025	MCADAM, LLC	0.43%	8.42K	846.18K	-2.23K	-20.96%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	7.49K	752K	7.49K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.34%	6.61K	664.01K	1.98K	+42.84%
Dec 31, 2025	PINNACLE FAMILY ADVISORS, LLC	0.2%	3.99K	400.63K	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	3.96%	77.3K	7.77M	77.3K	+100.00%
Dec 31, 2025	CALTON & ASSOCIATES, INC.	0.15%	2.97K	298.44K	2.97K	+100.00%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.12%	2.4K	240.66K	2.4K	+100.00%
Dec 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0.03%	524	52.66K	524	+100.00%
Dec 31, 2025	WEST BRANCH CAPITAL LLC	0.01%	151	15.17K	151	+100.00%
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0%	28	2.81K	28	+100.00%
Dec 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0%	0	-	-12.98K	-100.00%
Dec 31, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0%	0	-	-3.56K	-100.00%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0%	0	-	-5.15K	-100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-6.79K	-100.00%
Dec 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0%	0	-	-258	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-39.22K	-100.00%
Dec 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0%	0	-	-245	-100.00%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0%	0	-	-920.22K	-100.00%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-5.85K	-100.00%
Dec 31, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.14%	2.74K	275.53K	-15	-0.54%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.12%	2.31K	232.22K	54	+2.39%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	2.01K	201.57K	1	+0.05%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.1%	2K	200.97K	2K	+100.00%
Dec 31, 2025	WOLFSTICH CAPITAL, LLC	16.19%	315.9K	315.9K	315.9K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.12%	2.31K	232.5K	2.31K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	652	65.62K	652	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.12%	2.26K	227.1K	2.26K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.04%	763	76.77K	763	+100.00%
Sep 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.17%	3.32K	333.67K	3.32K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.24%	4.63K	465.47K	4.63K	+100.00%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.3%	5.85K	588.53K	5.85K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.35%	6.79K	683.21K	6.79K	+100.00%
Sep 30, 2025	MGO ONE SEVEN LLC	1.7%	33.2K	3.34M	33.2K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.73%	33.77K	3.4M	33.77K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.01%	39.22K	3.95M	-5.43K	-12.17%
Sep 30, 2025	HOLISTIC PLANNING, LLC	1.46%	28.4K	2.86M	28.4K	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	2.01K	201.74K	2.01K	+100.00%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.51%	9.94K	1M	9.94K	+100.00%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	2.48%	48.37K	4.87M	48.37K	+100.00%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	47.17%	920.22K	920.22K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.69K	-100.00%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	0.01%	258	26K	258	+100.00%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.26%	5.15K	518.21K	5.15K	+100.00%
Sep 30, 2025	HRT FINANCIAL LP	0.13%	2.51K	252K	2.51K	+100.00%
Sep 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.67%	12.98K	1.31M	12.98K	+100.00%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.84%	16.47K	1.66M	16.47K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	174	17.51K	174	+100.00%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0.01%	245	24.65K	245	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	1.24K	124.57K	1.24K	+100.00%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.08%	1.59K	159.79K	602	+61.05%
Sep 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.14%	2.76K	277.41K	2.76K	+100.00%
Sep 30, 2025	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.18%	3.56K	358.41K	3.56K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.2%	3.91K	393.63K	3.91K	+100.00%
Sep 30, 2025	PINNACLE FAMILY ADVISORS, LLC	0.2%	3.99K	401.17K	3.99K	+100.00%
Sep 30, 2025	MCADAM, LLC	0.55%	10.65K	1.07M	10.65K	+100.00%
Sep 30, 2025	LUKEN INVESTMENT ANALYTICS, LLC	0.79%	15.33K	1.54M	15.33K	+100.00%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.05%	986	98.81K	986	+100.00%
Jun 30, 2025	SUMMIT X, LLC	0.14%	2.73K	273.27K	2.73K	+100.00%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	47.17%	920.22K	920.22K	920.22K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.29%	44.65K	4.47M	44.65K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.5%	9.69K	971.28K	9.69K	+100.00%

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