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

Who are the major shareholders selling WisdomTree Floating Rate Treasury Fund stock?

LEO WEALTH, LLC, in the last quarter, reduced its stake in USFR by -3.42% restricting it's holding to 455.14 thousand shares of worth nearly $23.02M. DISCIPLINA CAPITAL MANAGEMENT LLC also lessened -32.54% of the USFR shares from its portfolio, reducing its holding to 454.81 thousand shares of worth $22.89M. UHLMANN PRICE SECURITIES, LLC also shunned USFR shares holding by -8.63% last quarter which brought its holding to 465.26 thousand shares worth $23.62M.

Investors who are buying USFR stock?

As per its latest 13F filing, GLOBAL RETIREMENT PARTNERS, LLC increased its stake in USFR by 20.03% in the last quarter. The institutional holder raised its holding to 520.23 thousand shares having worth more than $26.18M. CARMEL CAPITAL PARTNERS, LLC also added 2.82% more shares of USFR to its portfolio, raising its holding to 555.34 thousand shares of worth $27.94M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also increased its USFR shares holding by 5.14% which brought its holding to 450.88 thousand shares worth $22.69M.

USFR's major insiders: who are they?

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

Did an insider recently sell USFR stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Floating Rate Treasury Fund's stock. Within the last six months, there have been 0 transaction(s) in which USFR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased USFR stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Floating Rate Treasury Fund insiders have bought stock, totalling 0 shares

How much of USFR does insiders own?

Around 0 WisdomTree Floating Rate Treasury Fund shares are held by insiders, which represents about N/A of USFR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in USFR?

LEO WEALTH, LLC is the largest institutional owner in USFR which holds 455.14 thousand shares worth $23.02M or 0.14% of the total USFR shares outstanding followed by DISCIPLINA CAPITAL MANAGEMENT LLC with ownership of 454.81 thousand shares representing 0.14% of the USFR ownership. UHLMANN PRICE SECURITIES, LLC is the third largest stakeholder with 465.26 thousand shares or 0.14% of the ownership worth more than $23.62M.

Is WisdomTree Floating Rate Treasury Fund 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 USFR is concerned, it is a stock which is optionable.

Is there a short position on USFR's shares?

Number of USFR 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 USFR shares are there?

As of today, null shares of USFR are outstanding.

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

USFR 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 USFR is null.

WisdomTree Floating Rate Treasury Fund (USFR) 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. LEO WEALTH, LLC is the top corporate investor, holding 455.14K shares valued at $23.02M. A 0.14% stake in WisdomTree Floating Rate Treasury Fund is owned by the company. DISCIPLINA CAPITAL MANAGEMENT LLC owns 454.81K shares valued at $22.89M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	LEO WEALTH, LLC	0.14%	455.14K	23.02M	-16.11K	-3.42%
Dec 31, 2025	DISCIPLINA CAPITAL MANAGEMENT LLC	0.14%	454.81K	22.89M	-219.36K	-32.54%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.14%	465.26K	23.62M	-43.94K	-8.63%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.16%	520.23K	26.18M	86.82K	+20.03%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.17%	548.21K	27.59M	-60.56K	-9.95%
Dec 31, 2025	CARMEL CAPITAL PARTNERS, LLC	0.17%	555.34K	27.94M	15.23K	+2.82%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	450.88K	22.69M	22.04K	+5.14%
Dec 31, 2025	UBS GROUP AG	1.75%	5.63M	283.49M	-1.95M	-25.74%
Dec 31, 2025	NEWEDGE WEALTH, LLC	2.56%	8.33M	419.19M	8.33M	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	3.98%	12.85M	646.84M	-1.42M	-9.96%
Dec 31, 2025	MORGAN STANLEY	5.16%	16.65M	838.01M	-1.01M	-5.70%
Dec 31, 2025	CYPRESS CAPITAL, LLC	0.18%	566.13K	28.49M	4.1K	+0.73%
Dec 31, 2025	HOLISTIC PLANNING, LLC	0.18%	592.11K	29.8M	-67.13K	-10.18%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.19%	603.15K	30.35M	-278.11K	-31.56%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.19%	601.56K	30.27M	70.35K	+13.24%
Dec 31, 2025	ASSETMARK, INC	0.19%	610.89K	30.74M	-68.23K	-10.05%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.2%	640.41K	32.23M	-26.72K	-4.01%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	641.23K	32.27B	360.86K	+128.71%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.21%	664.7K	33.45M	101.43K	+18.01%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	1.99M	100.1M	-423.78K	-17.56%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.62%	2.02M	13.44M	-4.62K	-0.23%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.68%	2.19M	110.44M	391K	+21.68%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.74%	2.38M	119.72M	292.96K	+14.04%
Dec 31, 2025	SERENUS WEALTH ADVISORS, LLC	0.8%	2.6M	131.01M	-1.69M	-39.29%
Dec 31, 2025	ROYAL BANK OF CANADA	0.97%	3.14M	158.13M	-307.81K	-8.92%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.03%	3.34M	167.9M	-52.11K	-1.54%
Dec 31, 2025	BIP WEALTH, LLC	1.63%	5.31M	267M	-14.24M	-72.85%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.2%	7.11M	357.65M	371.88K	+5.52%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	2.23%	7.2M	362.12M	117.33K	+1.66%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.46%	14.38M	723.73M	-721.63K	-4.78%
Dec 31, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.24%	786.57K	39.58M	171.27K	+27.83%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.24%	788.72K	39.69M	788.72K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.26%	828.75K	41.7M	133.87K	+19.26%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	830.83K	41.81M	40.88K	+5.18%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	847.38K	42.64M	-1.66K	-0.20%
Dec 31, 2025	CAPITAL PLANNING ADVISORS, LLC	0.2%	641.21K	32.27M	-156.89K	-19.66%
Dec 31, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.22%	725.81K	36.52M	70.4K	+10.74%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	761.79K	38.36M	-14.43K	-1.86%
Dec 31, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	0.14%	448.81K	22.58M	50.11K	+12.57%
Dec 31, 2025	CLIENT FIRST CAPITAL LLC	0.14%	451.37K	22.71M	-53.71K	-10.63%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	864.48K	43.5M	141.51K	+19.57%
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.27%	892.87K	44.93M	-919	-0.10%
Dec 31, 2025	JPMORGAN CHASE & CO	0.28%	906.7K	45.63M	-19.39M	-95.53%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.32%	1.04M	52.48M	115.88K	+12.50%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	1.05M	52.69M	-12.47K	-1.18%
Dec 31, 2025	LIDO ADVISORS, LLC	0.34%	1.09M	54.97M	-3.57K	-0.33%
Dec 31, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.34%	1.11M	55.99M	707.99K	+174.91%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.36%	1.17M	59.06M	513.73K	+77.84%
Dec 31, 2025	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	0.39%	1.24M	62.73M	24.64K	+2.02%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	1.29M	65M	87.77K	+7.29%
Dec 31, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.44%	1.44M	72.3M	10.98K	+0.77%
Dec 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.51%	1.66M	83.39M	183.1K	+12.42%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.99%	3.19M	160.62M	-1.14M	-26.38%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	2.66%	8.6M	432.53M	-13.04M	-60.27%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.22%	700.16K	35.23M	-22.64K	-3.13%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.22%	696.85K	35.07M	-322.93K	-31.67%
Dec 31, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.22%	718.74K	36.17M	494.35K	+220.31%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	916.34K	46.11M	-45.14K	-4.69%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.29%	921.64K	46.38M	-50.5K	-5.20%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	939.35K	47.27M	-562.17K	-37.44%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.31%	1.01M	50.9M	-367.19K	-26.63%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	1.13M	56.71M	-168.68K	-13.02%
Dec 31, 2025	DAVENPORT & CO LLC	0.39%	1.26M	63.2M	1.87K	+0.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	1.65M	82.78M	-319.61K	-16.27%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.59%	1.92M	96.38M	-116.31K	-5.72%
Dec 31, 2025	TEAM FINANCIAL GROUP, LLC	0.14%	454.43K	22.87M	-22.64K	-4.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	961.48K	48.33M	-457.06K	-32.22%
Sep 30, 2025	ASSETMARK, INC	0.19%	679.12K	34.14M	62.76K	+10.18%
Sep 30, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0.39%	1.39M	69.78M	1.24M	+821.21%
Sep 30, 2025	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	0.34%	1.22M	61.38M	6.76K	+0.56%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.19%	694.89K	34.93M	-138.16K	-16.58%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.18%	660K	33.18M	-57.47K	-8.01%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.28%	1.02M	51.26M	-160.53K	-13.60%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.38%	1.38M	69.31M	-110.31K	-7.41%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	1.3M	65.13M	-60.65K	-4.47%
Sep 30, 2025	DAVENPORT & CO LLC	0.35%	1.25M	63.05M	83.49K	+7.13%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	1.2M	60.53M	129.75K	+12.08%
Sep 30, 2025	LIDO ADVISORS, LLC	0.31%	1.1M	55.15M	-202.94K	-15.61%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.26%	927.07K	46.6M	60.85K	+7.02%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.25%	893.79K	44.93M	-157.45K	-14.98%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.25%	881.25K	44.3M	418.12K	+90.28%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.24%	849.03K	42.68M	-239.6K	-22.01%
Sep 30, 2025	CAPITAL PLANNING ADVISORS, LLC	0.22%	798.1K	40.12M	-116.97K	-12.78%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	789.95K	39.71M	-141.76K	-15.22%
Sep 30, 2025	SPC FINANCIAL, INC.	0.22%	784.7K	39.45M	-170.81K	-17.88%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	776.23K	39.04M	-23.56K	-2.95%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.2%	722.97K	36.34M	49.74K	+7.39%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.19%	684.16K	34.39M	-47.34K	-6.47%
Sep 30, 2025	DISCIPLINA CAPITAL MANAGEMENT LLC	0.19%	674.16K	33.89M	55.51K	+8.97%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	1.06M	53.26M	-246.35K	-18.86%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.27%	972.15K	48.87M	-36.82K	-3.65%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.22%	778.05K	39.11M	-961.13K	-55.26%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.2%	722.79K	36.33M	8.73K	+1.22%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.19%	667.13K	33.54M	46.52K	+7.50%
Sep 30, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.18%	655.42K	32.95M	-53.06K	-7.49%
Sep 30, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.17%	615.3K	30.93M	-392	-0.06%
Sep 30, 2025	HOLISTIC PLANNING, LLC	0.18%	659.25K	33.14M	-13.15K	-1.96%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.17%	608.77K	30.6M	-62.06K	-9.25%
Sep 30, 2025	CWM, LLC	0.16%	568.44K	28.58M	-180.95K	-24.15%
Sep 30, 2025	CYPRESS CAPITAL, LLC	0.16%	562.03K	28.25M	-38.88K	-6.47%
Sep 30, 2025	CARMEL CAPITAL PARTNERS, LLC	0.15%	540.11K	27.15M	-56.68K	-9.50%
Sep 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.14%	516.22K	25.96M	16.47K	+3.30%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.14%	509.19K	25.35M	170.63K	+50.40%
Sep 30, 2025	CLIENT FIRST CAPITAL LLC	0.14%	505.08K	25.39M	89.75K	+21.61%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.14%	489.13K	24.59M	-19.81K	-3.89%
Sep 30, 2025	TEAM FINANCIAL GROUP, LLC	0.13%	477.07K	23.98M	-11.75K	-2.40%
Sep 30, 2025	STONEKEEP INVESTMENTS, LLC	0.12%	438.78K	22.06M	20.33K	+4.86%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	433.41K	21.79M	357.13K	+468.15%
Sep 30, 2025	REGIMEN WEALTH, LLC	0.12%	425.7K	21.4M	4.91K	+1.17%
Sep 30, 2025	FAMILY LEGACY FINANCIAL SOLUTIONS, LLC	0.12%	425.67K	21.4B	48.31K	+12.80%
Sep 30, 2025	WEBSTER BANK, N. A.	0.12%	420.72K	21.15M	-6.23K	-1.46%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	6.03%	21.64M	1.09B	-701.75K	-3.14%
Sep 30, 2025	JPMORGAN CHASE & CO	5.66%	20.29M	1.02B	19.29K	+0.10%
Sep 30, 2025	BIP WEALTH, LLC	5.45%	19.55M	258.36M	14.07M	+257.00%
Sep 30, 2025	MORGAN STANLEY	4.92%	17.66M	887.74M	-1.08M	-5.76%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.21%	15.1M	759.28M	-724.1K	-4.57%
Sep 30, 2025	LPL FINANCIAL LLC	3.98%	14.28M	717.66M	-1.31M	-8.42%
Sep 30, 2025	UBS GROUP AG	2.11%	7.59M	381.4M	-661.8K	-8.02%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.97%	7.08M	355.86M	115.16K	+1.65%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.88%	6.74M	338.6M	357.99K	+5.61%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.21%	4.34M	218.13M	-244.86K	-5.34%
Sep 30, 2025	SERENUS WEALTH ADVISORS, LLC	1.2%	4.29M	215.59M	-685.87K	-13.79%
Sep 30, 2025	ROYAL BANK OF CANADA	0.96%	3.45M	173.45M	39.31K	+1.15%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.94%	3.39M	170.35M	25.34K	+0.75%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.67%	2.41M	121.31M	-202.31K	-7.74%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.58%	2.09M	104.87M	229.03K	+12.33%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.57%	2.03M	102.13M	-144.94K	-6.66%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.56%	2.02M	13.66M	-15.03K	-0.74%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	1.96M	98.8M	-96.24K	-4.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.5%	1.8M	90.68M	236.66K	+15.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.42%	1.5M	75.48M	-87.3K	-5.49%
Sep 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.41%	1.47M	74.11M	-20.55K	-1.38%
Sep 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.4%	1.43M	71.77M	-13.85K	-0.96%
Jun 30, 2025	UNIPLAN INVESTMENT COUNSEL, INC.	0.17%	616.07K	30.99M	220.1K	+55.59%
Jun 30, 2025	JPMORGAN CHASE & CO	5.43%	20.27M	1.02B	-561.44K	-2.69%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.24%	15.83M	796.32M	194.7K	+1.25%
Jun 30, 2025	LPL FINANCIAL LLC	4.18%	15.59M	784.22M	2.79M	+21.83%
Jun 30, 2025	UBS GROUP AG	2.21%	8.25M	415M	1.63M	+24.63%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.23%	4.58M	230.53M	205.01K	+4.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.9%	3.36M	169.21M	257.37K	+8.29%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	2.06M	103.69M	248.5K	+13.71%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.23%	866.38K	43.59M	115.07K	+15.32%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.22%	833.04K	41.91M	-21.87K	-2.56%
Jun 30, 2025		0.19%	708.48K	35.64M	-66.55K	-8.59%
Jun 30, 2025	CWM, LLC	0.2%	749.39K	37.7M	80.55K	+12.04%
Jun 30, 2025	SERENUS WEALTH ADVISORS, LLC	1.33%	4.97M	250.27M	-623.85K	-11.14%
Jun 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.4%	1.49M	74.91M	412.01K	+38.25%
Jun 30, 2025	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	0.32%	1.21M	60.99M	284.07K	+30.64%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.27%	1.01M	50.76M	-7.84K	-0.77%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	931.71K	46.87M	278.1K	+42.55%
Jun 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.22%	810.81K	40.79M	-184.12K	-18.51%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	0.19%	714.06K	35.92M	13.73K	+1.96%
Jun 30, 2025	WEALTHCARE CAPITAL PARTNERS, LLC	0.19%	708.48K	35.64M	-66.55K	-8.59%
Jun 30, 2025	LEO WEALTH, LLC	0.14%	533.44K	26.84M	307.6K	+136.21%
Jun 30, 2025	TOBIAS FINANCIAL ADVISORS, INC.	0.15%	570.89K	28.72M	66.16K	+13.11%
Jun 30, 2025	MCGUIRE INVESTMENT GROUP, LLC	0.17%	615.69K	30.98M	-19.12K	-3.01%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	1.31M	65.7M	151.87K	+13.16%
Jun 30, 2025	LIDO ADVISORS, LLC	0.35%	1.3M	65.41M	-215.2K	-14.20%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	799.79K	40.25M	19.05K	+2.44%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.23%	866.22K	43.58M	-102.27K	-10.56%
Jun 30, 2025	CAPITAL PLANNING ADVISORS, LLC	0.25%	915.07K	46.04M	-108.52K	-10.60%
Jun 30, 2025	SPC FINANCIAL, INC.	0.26%	955.51K	48.07M	197.65K	+26.08%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.28%	1.05M	52.89M	-196.04K	-15.72%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	1.07M	54.05M	148.22K	+16.01%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	1.36M	68.24M	517.19K	+61.63%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.47%	1.74M	87.5M	-47.38K	-2.65%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.18%	684.65K	34.45M	23.71K	+3.59%
Jun 30, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.43%	1.62M	81.54M	10.52K	+0.65%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	1.86M	93.43M	-500.33K	-21.22%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	1.42M	71.37M	154.58K	+12.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	6.38M	320.86M	13.49K	+0.21%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.87%	6.96M	350.35M	690.61K	+11.01%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	2%	7.48M	148.63M	7.33M	+5,028.76%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.2%	731.5K	36.8M	528.86K	+260.98%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.19%	717.48K	36.1M	-799.45K	-52.70%
Jun 30, 2025	STEPHENS INC /AR/	0.19%	697.31K	35.08M	-149.15K	-17.62%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	5.99%	22.34M	1.12B	-5.01M	-18.32%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.14%	508.94K	25.6M	65.56K	+14.79%
Jun 30, 2025	NEW PERSPECTIVES, INC	0.14%	505.76K	25.44M	32.25K	+6.81%
Jun 30, 2025	FIRST NATIONAL CORP /MA/ /ADV	0.13%	499.75K	25.14M	169.35K	+51.26%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.13%	483.27K	24.31M	-193.38K	-28.58%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.13%	478.87K	24.09M	-33.32K	-6.51%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.12%	463.13K	23.3M	178.97K	+62.98%
Jun 30, 2025	WEBSTER BANK, N. A.	0.11%	426.95K	21.48M	-88.88K	-17.23%
Jun 30, 2025	CLIENT FIRST CAPITAL LLC	0.11%	415.33K	20.9M	405.33K	+4,053.31%
Jun 30, 2025	CASSIA CAPITAL PARTNERS, LLC	0.11%	400.14K	20.13M	-11.35K	-2.76%
Jun 30, 2025	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.1%	372.39K	18.74M	81.01K	+27.80%
Jun 30, 2025	SYKON CAPITAL LLC	0.09%	342.56K	17.23M	-239.42K	-41.14%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.09%	338.57K	17.03M	-51.17K	-13.13%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	331.74K	16.69M	63.55K	+23.69%
Jun 30, 2025	FINANCIAL SECURITY ADVISOR, INC.	0.09%	329.93K	16.6M	13.97K	+4.42%
Jun 30, 2025	MATRIX TRUST CO	0.09%	325.65K	16.38M	-285.66K	-46.73%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	325.58K	16.38M	44.89K	+15.99%
Jun 30, 2025	MORGAN STANLEY	5.02%	18.74M	942.72B	-31.44K	-0.17%
Jun 30, 2025	BIP WEALTH, LLC	1.47%	5.47M	275.45M	-291.87K	-5.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.91%	3.41M	171.6M	69.05K	+2.07%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.7%	2.62M	131.58M	285.8K	+12.27%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.58%	2.18M	109.5M	176.44K	+8.82%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.55%	2.04M	14.43M	95.17K	+4.90%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.32%	1.18M	59.38M	-96.71K	-7.57%
Jun 30, 2025	DAVENPORT & CO LLC	0.31%	1.17M	58.9M	41.23K	+3.65%
Jun 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.4%	1.49M	75.2M	107.23K	+7.73%
Jun 30, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.39%	1.44M	72.43M	25.41K	+1.80%
Jun 30, 2025	HOLISTIC PLANNING, LLC	0.18%	672.4K	33.83M	-95.83K	-12.47%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.18%	670.83K	33.75M	-80.72K	-10.74%
Jun 30, 2025	REUTER JAMES WEALTH MANAGEMENT, LLC	0.17%	651K	32.75M	239.14K	+58.06%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.17%	620.61K	31.22M	-13.27K	-2.09%
Jun 30, 2025	DISCIPLINA CAPITAL MANAGEMENT LLC	0.17%	618.65K	31.12M	-105.8K	-14.60%
Jun 30, 2025	ASSETMARK, INC	0.17%	616.36K	31.01M	-443.32K	-41.84%
Jun 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.16%	605.65K	30.47M	-26.59K	-4.21%
Jun 30, 2025	CYPRESS CAPITAL, LLC	0.16%	600.91K	30.23M	36.42K	+6.45%
Jun 30, 2025	CARMEL CAPITAL PARTNERS, LLC	0.16%	596.79K	30.02M	-97.81K	-14.08%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.29%	1.09M	54.77M	87.33K	+8.72%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.42%	1.57M	78.84M	-136.96K	-8.04%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	1.59M	79.93M	16.53K	+1.05%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	1.81M	91.22M	393.28K	+27.71%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.27%	1M	50.4M	94.97K	+10.48%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.28%	1.02M	51.18M	35.51K	+3.62%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.34%	1.25M	62.78M	277.61K	+28.63%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	1.26M	63.62M	393.67K	+45.24%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	780.74K	39.29M	-37.27K	-4.56%
Mar 31, 2025	STEPHENS INC /AR/	0.23%	846.46K	42.6M	-26.4K	-3.02%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.23%	854.91K	43.03M	196.05K	+29.76%
Mar 31, 2025	CAPITAL PLANNING ADVISORS, LLC	0.28%	1.02M	51.52M	88.77K	+9.50%
Mar 31, 2025	ASSETMARK, INC	0.29%	1.06M	53.33M	10.42K	+0.99%
Mar 31, 2025	DAVENPORT & CO LLC	0.31%	1.13M	56.84M	34.53K	+3.15%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	1.15M	58.08M	-293.45K	-20.27%
Mar 31, 2025	SPC FINANCIAL, INC.	0.21%	757.86K	38.14M	-166.47K	-18.01%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.35%	1.28M	64.27M	-89.72K	-6.56%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.48%	1.79M	89.95M	792.29K	+79.69%
Mar 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	0.38%	1.39M	69.83M	-114.8K	-7.64%
Mar 31, 2025	WEALTHCARE CAPITAL MANAGEMENT LLC	0.44%	1.61M	81.05M	-2.67K	-0.17%
Mar 31, 2025	HOLISTIC PLANNING, LLC	0.21%	768.22K	38.66M	-54.66K	-6.64%
Mar 31, 2025		0.21%	775.03K	39.01M	752	+0.10%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	839.16K	42.23M	-457.6K	-35.29%
Mar 31, 2025	BLACKROCK, INC.	0.24%	883K	44.44M	-213	-0.02%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.7%	6.27M	315.74M	1.18M	+23.15%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.73%	6.36M	320.31M	657K	+11.51%
Mar 31, 2025	UBS GROUP AG	1.8%	6.62M	333.11M	824.86K	+14.24%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	926.06K	46.61M	730.91K	+374.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	1.7M	85.77M	-182.24K	-9.66%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.53%	1.94M	9.64M	-9.7K	-0.50%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.54%	2M	100.66M	329.77K	+19.74%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.63%	2.33M	117.25M	-212.78K	-8.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.64%	2.36M	118.65M	-214.08K	-8.32%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	3.11M	156.32M	-353.46K	-10.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.91%	3.34M	168.2M	123.14K	+3.83%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.26%	968.49K	48.74M	-17.7K	-1.79%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.19%	4.38M	219.89M	609.92K	+16.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.24%	15.63M	786.83M	713.6K	+4.78%
Mar 31, 2025	INSPIRE ADVISORS, LLC	0.2%	751.55K	37.83M	69.72K	+10.23%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	1.57M	79.13M	92.35K	+6.24%
Mar 31, 2025	BIP WEALTH, LLC	1.56%	5.77M	290.24M	70.1K	+1.23%
Mar 31, 2025	MORGAN STANLEY	5.09%	18.77M	944.68M	-466.88K	-2.43%
Mar 31, 2025	LIDO ADVISORS, LLC	0.41%	1.52M	76.26M	7.85K	+0.52%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.41%	1.52M	76.35M	112.53K	+8.01%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.62%	2.28M	114.54M	441.3K	+24.06%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	7.42%	27.35M	1.38B	5.5M	+25.19%
Mar 31, 2025	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.38%	1.41M	71.18M	3.1K	+0.22%
Mar 31, 2025	JPMORGAN CHASE & CO	5.65%	20.84M	1.05B	10.83M	+108.29%
Mar 31, 2025	LPL FINANCIAL LLC	3.47%	12.79M	643.94M	186.49K	+1.48%

Frequently Asked Questions