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

Who are the major shareholders selling VictoryShares Short-Term Bond ETF stock?

BENSLER, LLC, in the last quarter, reduced its stake in USTB by -4.98% restricting it's holding to 154.51 thousand shares of worth nearly $7.86M. HORAN WEALTH, LLC also lessened -0.49% of the USTB shares from its portfolio, reducing its holding to 219.04 thousand shares of worth $11.14M. REDHAWK WEALTH ADVISORS, INC. also shunned USTB shares holding by -36.54% last quarter which brought its holding to 240.34 thousand shares worth $12.22M.

Investors who are buying USTB stock?

As per its latest 13F filing, TOTH FINANCIAL ADVISORY CORP increased its stake in USTB by 9.41% in the last quarter. The institutional holder raised its holding to 190.77 thousand shares having worth more than $9.70M. ADAPT WEALTH ADVISORS, LLC also added 5.32% more shares of USTB to its portfolio, raising its holding to 181.3 thousand shares of worth $9.22M. ERN FINANCIAL, LLC also increased its USTB shares holding by 4.75% which brought its holding to 315.31 thousand shares worth $16.03M.

USTB's major insiders: who are they?

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

Did an insider recently sell USTB stock?

Company executives, directors, and other insiders own N/A percent of VictoryShares Short-Term Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which USTB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased USTB stock?

There have been 0 transaction(s) during the past 6-months in which VictoryShares Short-Term Bond ETF insiders have bought stock, totalling 0 shares

How much of USTB does insiders own?

Around 0 VictoryShares Short-Term Bond ETF shares are held by insiders, which represents about N/A of USTB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in USTB?

TOTH FINANCIAL ADVISORY CORP is the largest institutional owner in USTB which holds 190.77 thousand shares worth $9.70M or 0.7% of the total USTB shares outstanding followed by ADAPT WEALTH ADVISORS, LLC with ownership of 181.3 thousand shares representing 0.67% of the USTB ownership. ERN FINANCIAL, LLC is the third largest stakeholder with 315.31 thousand shares or 1.16% of the ownership worth more than $16.03M.

Is VictoryShares Short-Term Bond 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 USTB is concerned, it is a stock which is not optionable.

Is there a short position on USTB's shares?

Number of USTB 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 USTB shares are there?

As of today, null shares of USTB are outstanding.

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

USTB 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 USTB is null.

VictoryShares Short-Term Bond ETF (USTB) 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. TOTH FINANCIAL ADVISORY CORP is the top corporate investor, holding 190.77K shares valued at $9.70M. A 0.7% stake in VictoryShares Short-Term Bond ETF is owned by the company. ADAPT WEALTH ADVISORS, LLC owns 181.3K shares valued at $9.22M, which translates its holding of 0.67% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.7%	190.77K	9.7M	16.4K	+9.41%
Dec 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.67%	181.3K	9.22M	9.16K	+5.32%
Dec 31, 2025	ERN FINANCIAL, LLC	1.16%	315.31K	16.03M	14.29K	+4.75%
Dec 31, 2025	MOTCO	1.29%	352.27K	17.91M	8.1K	+2.35%
Dec 31, 2025	OPPENHEIMER & CO INC	0.16%	44.49K	2.26M	537	+1.22%
Dec 31, 2025	ROOTED WEALTH ADVISORS, INC.	0.17%	47.12K	2.4M	47.12K	+100.00%
Dec 31, 2025	BENSLER, LLC	0.57%	154.51K	7.86M	-8.1K	-4.98%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.58%	158.86K	8.08M	6.79K	+4.46%
Dec 31, 2025	MORGAN STANLEY	7.99%	2.17M	110.5M	486.14K	+28.81%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	9.55%	2.6M	132.12M	167.9K	+6.91%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.55%	149.1K	7.58M	149.1K	+100.00%
Dec 31, 2025	APELLA CAPITAL, LLC	0.72%	195.17K	9.92M	23.56K	+13.73%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.75%	202.82K	10.31M	7.3K	+3.73%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.77%	209.51K	10.65M	209.51K	+100.00%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.77%	209.9K	10.67M	7.14K	+3.52%
Dec 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.8%	216.54K	11.01M	171.68K	+382.70%
Dec 31, 2025	HORAN WEALTH, LLC	0.81%	219.04K	11.14M	-1.07K	-0.49%
Dec 31, 2025	UBS GROUP AG	0.81%	219.31K	11.15M	25.79K	+13.33%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.88%	240.34K	12.22M	-138.41K	-36.54%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.89%	243.41K	12.37M	52.01K	+27.17%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.9%	246.1K	12.53M	245.68K	+58,494.29%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.91%	247.17K	12.57M	-2.16K	-0.87%
Dec 31, 2025	NORTHEAST PLANNING ASSOCIATES, INC. / NH /	0.93%	252.44K	12.83M	4.34K	+1.75%
Dec 31, 2025	MARQUETTE ASSET MANAGEMENT, LLC	1.9%	516.85K	26.28M	-6.68K	-1.28%
Dec 31, 2025	BROADWAY WEALTH SOLUTIONS, INC.	1.91%	520.02K	26.44M	42.43K	+8.88%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	2.07%	562.63K	28.6M	-293	-0.05%
Dec 31, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	2.8%	761.56K	38.72M	69.05K	+9.97%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.83%	769.64K	39.13M	6.74K	+0.88%
Dec 31, 2025	LPL FINANCIAL LLC	4.91%	1.33M	67.87M	96.02K	+7.75%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.68%	184.85K	9.4M	9.56K	+5.46%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.21%	57.26K	2.91M	21	+0.04%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.23%	61.52K	3.13M	5.08K	+9.01%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.23%	62.25K	3.16M	-35.15K	-36.09%
Dec 31, 2025	REDW WEALTH LLC	0.23%	63.3K	3.22M	31.8K	+100.97%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	67.86K	3.45M	4.34K	+6.83%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.36%	369.1K	18.76M	-49.29K	-11.78%
Dec 31, 2025	WAVERLY ADVISORS, LLC	1.56%	424.41K	21.58M	35.53K	+9.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.12%	1.39M	70.75M	1.06K	+0.08%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.32%	86.76K	4.41M	2.21K	+2.62%
Dec 31, 2025	DARROW COMPANY, INC.	0.37%	100.44K	5.11M	11.29K	+12.66%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.48%	130.06K	6.61M	21.37K	+19.66%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.49%	132.44K	6.73M	-29.44K	-18.19%
Dec 31, 2025		0.49%	132.44K	6.73M	132.44K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.49%	133.98K	6.81M	48.99K	+57.65%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.51%	139.2K	7.08M	30.24K	+27.76%
Dec 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0.55%	148.8K	7.57M	5.11K	+3.55%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.94%	256.67K	13.05M	31.79K	+14.13%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.06%	289.32K	14.73M	-214.04K	-42.52%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.29%	79.29K	4.03M	6.41K	+8.79%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	166.92K	8.49M	13.98K	+9.14%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	19.65%	5.35M	271.8M	14.8K	+0.28%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.18%	48.63K	2.47M	42.71K	+721.57%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.18%	48.7K	2.48M	48.7K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	49.85K	2.53M	4.76K	+10.55%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	55.19K	2.81M	12.18K	+28.31%
Dec 31, 2025	MIDWEST CAPITAL ADVISORS, LLC	0.38%	104.15K	5.29M	399	+0.38%
Dec 31, 2025	SMITH THORNTON ADVISORS LLC	0.46%	124.49K	6.33M	8.45K	+7.28%
Dec 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.47%	128.4K	6.53M	6.65K	+5.46%
Dec 31, 2025	ROYAL BANK OF CANADA	0.77%	209.33K	10.64M	16.35K	+8.47%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.46%	397.99K	20.23M	38.56K	+10.73%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.09%	24.25K	1.24M	-4.24K	-14.89%
Sep 30, 2025	REDW WEALTH LLC	0.12%	31.5K	1.61M	22.6K	+254.05%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.12%	33.89K	1.73M	33.89K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.14%	37.57K	1.92M	1.09K	+2.98%
Sep 30, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.14%	38.11K	1.94M	2.13K	+5.93%
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.14%	38.49K	1.96M	10.3K	+36.56%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.15%	39.72K	2.03M	4.31K	+12.17%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	43.01K	2.19M	22.82K	+113.01%
Sep 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.16%	43.48K	2.22M	4.56K	+11.72%
Sep 30, 2025	OPPENHEIMER & CO INC	0.16%	43.96K	2.24M	5.57K	+14.52%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.16%	44.26K	2.26M	-1.86K	-4.03%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.21%	56.44K	2.88M	5.62K	+11.06%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.4%	108.69K	5.54M	74.77K	+220.49%
Sep 30, 2025	APELLA CAPITAL, LLC	0.63%	171.61K	8.75M	155.97K	+997.40%
Sep 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.63%	172.14K	8.78M	3.2K	+1.89%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.64%	174.37K	8.89M	4.47K	+2.63%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.64%	175.28K	8.94M	10.63K	+6.45%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.7%	191.4K	9.76M	20.78K	+12.18%
Sep 30, 2025	UBS GROUP AG	0.71%	193.52K	9.87M	17.42K	+9.89%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	224.88K	11.47M	25.6K	+12.85%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	45.09K	2.3M	1.49K	+3.42%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.2%	54.06K	2.75M	38.36K	+244.47%
Sep 30, 2025	NORTHEAST PLANNING ASSOCIATES, INC. / NH /	0.91%	248.09K	12.65M	4.34K	+1.78%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.75%	202.76K	10.34M	16.37K	+8.78%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	152.95K	7.8M	104.5K	+215.68%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.59%	161.88K	8.22M	144.51K	+832.31%
Sep 30, 2025	BENSLER, LLC	0.6%	162.61K	8.29M	-8.59K	-5.02%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.27%	72.88K	3.72M	-1.1K	-1.48%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.31%	84.98K	4.33M	84.98K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.4%	108.96K	5.56M	10.85K	+11.06%
Sep 30, 2025	CITADEL ADVISORS LLC	0.41%	111.25K	5.67M	88.68K	+393.07%
Sep 30, 2025	SMITH THORNTON ADVISORS LLC	0.43%	116.04K	5.92M	5.63K	+5.10%
Sep 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.45%	121.75K	6.21M	7.83K	+6.88%
Sep 30, 2025	HORAN WEALTH, LLC	0.81%	220.11K	11.22M	18.85K	+9.36%
Sep 30, 2025	ROYAL BANK OF CANADA	0.71%	192.98K	9.84M	2.26K	+1.19%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	249.33K	12.71M	8.31K	+3.45%
Sep 30, 2025	ERN FINANCIAL, LLC	1.11%	301.01K	15.35M	19.44K	+6.90%
Sep 30, 2025	MOTCO	1.27%	344.17K	17.55M	5.63K	+1.66%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.32%	359.43K	18.33M	95K	+35.93%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.54%	418.39K	21.33M	27.03K	+6.91%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.85%	503.36K	25.7M	-1.44K	-0.28%
Sep 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	1.92%	523.53K	26.69M	10.81K	+2.11%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	2.07%	562.92K	28.7M	561.8K	+49,804.61%
Sep 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	2.55%	692.51K	35.31M	141.51K	+25.68%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.8%	762.89K	38.9M	90.14K	+13.40%
Sep 30, 2025	LPL FINANCIAL LLC	4.55%	1.24M	63.17M	179.88K	+16.99%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.11%	1.39M	70.91M	88.11K	+6.76%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	1.39%	378.75K	19.31M	-146.7K	-27.92%
Sep 30, 2025	WAVERLY ADVISORS, LLC	1.43%	388.89K	19.83M	32.04K	+8.98%
Sep 30, 2025	BROADWAY WEALTH SOLUTIONS, INC.	1.76%	477.59K	24.35M	33.52K	+7.55%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.21%	57.24K	2.92M	30.26K	+112.19%
Sep 30, 2025	MIDWEST CAPITAL ADVISORS, LLC	0.38%	103.75K	5.29M	5.25K	+5.33%
Sep 30, 2025	MORGAN STANLEY	6.2%	1.69M	86.04M	746.9K	+79.42%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	8.94%	2.43M	123.95M	2.39M	+5,778.31%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	19.6%	5.33M	271.84M	20K	+0.38%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	63.53K	3.24M	5.14K	+8.80%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.36%	97.41K	4.97M	25.69K	+35.81%
Sep 30, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.51%	139.57K	7.12M	8.17K	+6.21%
Sep 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.53%	143.7K	7.33M	8.38K	+6.20%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.56%	152.07K	7.75M	6.53K	+4.49%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.31%	84.55K	4.31M	8.31K	+10.89%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.31%	85.18K	4.34M	85.18K	+100.00%
Sep 30, 2025	DARROW COMPANY, INC.	0.33%	89.16K	4.55M	8.58K	+10.65%
Jun 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.65%	168.94K	8.59M	9.98K	+6.28%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	199.28K	10.13M	23.1K	+13.11%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.72%	186.39K	9.47M	9.08K	+5.12%
Jun 30, 2025	UBS GROUP AG	0.68%	176.1K	8.95M	57.77K	+48.82%
Jun 30, 2025	BENSLER, LLC	0.66%	171.2K	8.7M	-25.02K	-12.75%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.66%	170.63K	8.67M	18.94K	+12.49%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.65%	169.9K	8.63M	-5.28K	-3.01%
Jun 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.44%	113.91K	5.79M	5.95K	+5.51%
Jun 30, 2025	SMITH THORNTON ADVISORS LLC	0.42%	110.41K	5.61M	-30.05K	-21.39%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	241.02K	12.25M	116.85K	+94.11%
Jun 30, 2025	DARROW COMPANY, INC.	0.31%	80.58K	4.1M	2.24K	+2.86%
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.28%	71.72K	3.64M	9.5K	+15.26%
Jun 30, 2025	JANE STREET GROUP, LLC	0.24%	63.21K	3.21M	-8.92K	-12.36%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	58.39K	2.97M	3.47K	+6.33%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.22%	58.17K	2.96M	-2.14K	-3.55%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.2%	50.82K	2.58M	-1.38K	-2.65%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	49.23K	524.76K	14.81K	+43.04%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	48.45K	2.46M	7.22K	+17.52%
Jun 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	0.18%	46.12K	2.34M	13.6K	+41.84%
Jun 30, 2025	MARINER, LLC	0.17%	45.28K	2.3M	-12.57K	-21.72%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	43.6K	2.22M	43.6K	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.16%	41.35K	2.1M	-8.67K	-17.33%
Jun 30, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.15%	39.95K	2.03M	20.25K	+102.80%
Jun 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.52%	135.31K	6.88M	6.07K	+4.70%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	98.11K	4.99M	46.83K	+91.32%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.29%	76.25K	3.87M	18.51K	+32.05%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.28%	73.98K	3.76M	5.1K	+7.41%
Jun 30, 2025	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.15%	38.91K	1.98M	5.43K	+16.22%
Jun 30, 2025	OPPENHEIMER & CO INC	0.15%	38.38K	1.95M	14.19K	+58.67%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	20.39%	5.31M	269.92M	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5%	1.3M	66.19M	312.54K	+31.57%
Jun 30, 2025	LPL FINANCIAL LLC	4.07%	1.06M	53.82M	101.05K	+10.55%
Jun 30, 2025	MORGAN STANLEY	3.61%	940.49K	47.8B	315.55K	+50.49%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.58%	672.76K	34.19M	49.03K	+7.86%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	2.02%	525.45K	26.7M	-204.1K	-27.98%
Jun 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	1.97%	512.72K	26.06M	-46.34K	-8.29%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.94%	504.79K	25.61M	216.52K	+75.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	391.36K	19.89M	32.13K	+8.94%
Jun 30, 2025	WAVERLY ADVISORS, LLC	1.37%	356.85K	18.14M	2.26K	+0.64%
Jun 30, 2025	MOTCO	1.3%	338.54K	17.16M	-782	-0.23%
Jun 30, 2025	ERN FINANCIAL, LLC	1.08%	281.57K	14.31M	-25.99K	-8.45%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.02%	264.43K	13.44M	31.3K	+13.43%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.94%	246K	12.52M	9.9K	+4.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.73%	190.72K	9.69M	10.47K	+5.81%
Jun 30, 2025		0.38%	98.5K	5.01M	3.38K	+3.55%
Jun 30, 2025	STONEBRIDGE FINANCIAL GROUP, LLC	2.12%	551K	28M	301.79K	+121.10%
Jun 30, 2025	BROADWAY WEALTH SOLUTIONS, INC.	1.7%	444.07K	22.57M	24.75K	+5.90%
Jun 30, 2025	NORTHEAST PLANNING ASSOCIATES, INC. / NH /	0.94%	243.76K	12.39M	-6.64K	-2.65%
Jun 30, 2025	HORAN WEALTH, LLC	0.77%	201.27K	10.23M	201.27K	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.63%	164.66K	8.37M	75.23K	+84.13%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.56%	145.54K	7.4M	6.57K	+4.73%
Jun 30, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.5%	131.41K	6.68M	9.89K	+8.14%
Jun 30, 2025	MIDWEST CAPITAL ADVISORS, LLC	0.38%	98.5K	5.01M	3.38K	+3.55%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	1%	236.1K	11.89M	-3.66K	-1.52%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.22%	288.27K	14.6M	61.73K	+27.25%
Mar 31, 2025	ERN FINANCIAL, LLC	1.31%	307.57K	15.58M	5.92K	+1.96%
Mar 31, 2025	HORAN CAPITAL ADVISORS, LLC.	0.78%	184.1K	9.32M	15.08K	+8.92%
Mar 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.68%	158.97K	8.05M	13.64K	+9.39%
Mar 31, 2025		0.4%	95.12K	4.82M	3.11K	+3.38%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.64%	151.68K	7.68M	113.93K	+301.76%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.99%	233.13K	11.81M	122.54K	+110.80%
Mar 31, 2025	ROYAL BANK OF CANADA	0.77%	180.25K	9.13M	35.07K	+24.15%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.75%	177.32K	8.98M	3.13K	+1.79%
Mar 31, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.15%	36.4K	1.84M	1.23K	+3.50%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.74%	175.18K	8.87M	10.39K	+6.31%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	124.17K	6.29M	-107.06K	-46.30%
Mar 31, 2025	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.52%	121.52K	6.15M	16.76K	+16.00%
Mar 31, 2025	UBS GROUP AG	0.5%	118.33K	5.99M	6.9K	+6.20%
Mar 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.46%	107.96K	5.47M	7.55K	+7.52%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.38%	89.42K	4.53M	988	+1.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	41.23K	2.09M	16.63K	+67.63%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.18%	41.78K	2.12M	-7.79K	-15.72%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	48.1K	2.44M	43.73K	+1,001.12%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	50.02K	2.53M	-4.64K	-8.49%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	54.92K	2.78M	8.12K	+17.34%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.25%	57.74K	2.92M	13.85K	+31.56%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.26%	60.31K	3.05M	9.21K	+18.02%
Mar 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.26%	62.23K	3.15M	62.23K	+100.00%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.29%	68.88K	3.49M	11.65K	+20.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.31%	72.12K	3.65M	52.19K	+261.76%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	22.56%	5.31M	269.02M	189.07K	+3.69%
Mar 31, 2025	MOTCO	1.44%	339.32K	17.19M	57.36K	+20.34%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	3.1%	729.55K	36.95M	458.23K	+168.89%
Mar 31, 2025	MARQUETTE ASSET MANAGEMENT, LLC	2.37%	559.06K	28.32M	-3.78K	-0.67%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.53%	359.23K	18.19M	41.17K	+12.95%
Mar 31, 2025	WAVERLY ADVISORS, LLC	1.51%	354.59K	17.96M	39.05K	+12.38%
Mar 31, 2025	BENSLER, LLC	0.83%	196.21K	9.94M	-20.47K	-9.45%
Mar 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0.55%	129.24K	6.55M	129.24K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	51.28K	2.6M	5.89K	+12.96%
Mar 31, 2025	MORGAN STANLEY	2.65%	624.94K	31.65M	73.55K	+13.34%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	2.65%	623.73K	31.59M	623.73K	+100.00%
Mar 31, 2025	MARINER, LLC	0.25%	57.85K	2.93M	-9.59K	-14.23%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.22%	52.2K	2.64M	-2.31K	-4.23%
Mar 31, 2025	DARROW COMPANY, INC.	0.33%	78.34K	3.97M	15.54K	+24.75%
Mar 31, 2025	LPL FINANCIAL LLC	4.07%	957.97K	48.52M	241.83K	+33.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.2%	989.93K	50.14M	89.48K	+9.94%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.59%	138.97K	7.04M	3.83K	+2.83%
Mar 31, 2025	SMITH THORNTON ADVISORS LLC	0.6%	140.45K	7.11M	64.31K	+84.47%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.75%	176.18K	8.92M	24.15K	+15.89%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.16%	37.69K	1.91M	846	+2.30%
Mar 31, 2024	DAYMARK WEALTH PARTNERS, LLC	0.12%	14.13K	703.94K	2.24K	+18.88%
Mar 31, 2024	REDHAWK WEALTH ADVISORS, INC.	0.69%	85.75K	4.27M	62.93K	+275.72%
Mar 31, 2024	JANE STREET GROUP, LLC	0.77%	92.96K	4.63M	-238.49K	-71.95%
Mar 31, 2024	ROYAL BANK OF CANADA	0.78%	93.85K	4.68M	31.27K	+49.95%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.89%	107.42K	5.35M	3.46K	+3.33%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	1.31%	162.17K	8.08M	-92.57K	-36.34%
Mar 31, 2024	PRAIRIEVIEW WEALTH PARTNERS, LLC	1.72%	213.18K	10.62M	213.18K	+100.00%
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	1.89%	234.95K	11.67M	7.2K	+3.16%
Mar 31, 2024	LPL FINANCIAL LLC	1.99%	239.14K	11.92M	15.28K	+6.83%
Mar 31, 2024	MARQUETTE ASSET MANAGEMENT, LLC	4.8%	595.49K	29.67M	1.62K	+0.27%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	35.23%	4.23M	210.87M	0	0
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.14%	17.05K	849.39K	10.63K	+165.83%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.16%	18.75K	934.06K	1.55K	+9.04%
Mar 31, 2024	SWMG, LLC	0.16%	19.7K	981.64K	302	+1.56%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.18%	22.65K	1.13M	-1.52K	-6.29%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.2%	24.45K	1.22M	15.52K	+174.00%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.2%	24.45K	1.22M	24.45K	+100.00%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.22%	27.15K	1.35M	1.36K	+5.28%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.22%	27.32K	1.36M	-509	-1.83%
Mar 31, 2024	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.22%	27.36K	1.36M	-1.05K	-3.69%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.22%	27.4K	1.37M	1.83K	+7.17%
Mar 31, 2024	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.22%	27.56K	1.37M	14.42K	+109.83%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.23%	27.91K	1.39M	8.84K	+46.36%
Mar 31, 2024	ELK RIVER WEALTH MANAGEMENT, LLC	0.24%	29.51K	1.47M	-1.99K	-6.31%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.26%	32.63K	1.63M	18.49K	+130.72%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	31.84K	1.59M	6.8K	+27.18%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.28%	34.74K	1.73M	659	+1.93%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.29%	36.31K	1.81M	24.29K	+202.08%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.39%	48.12K	2.4M	1.27K	+2.72%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.4%	49.16K	2.45M	-338.28K	-87.31%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.49%	59.02K	2.94M	-16.14K	-21.47%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.62%	77.45K	3.86M	68.28K	+744.82%
Mar 31, 2024	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.64%	79.36K	3.95M	6.71K	+9.23%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	84.62K	4.22M	84.62K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.96%	115.59K	5.76M	2.04K	+1.80%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.09%	131.23K	6.54M	13.81K	+11.76%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	1.1%	136.85K	6.82M	2.56K	+1.90%
Mar 31, 2024	TOTH FINANCIAL ADVISORY CORP	1.27%	157.98K	7.87M	8.83K	+5.92%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.47%	176.49K	8.79M	176.49K	+100.00%
Mar 31, 2024	WAVERLY ADVISORS, LLC	1.94%	240.22K	11.97M	240.22K	+100.00%
Mar 31, 2024	MARINER, LLC	1.98%	245.04K	12.21M	9.6K	+4.08%
Mar 31, 2024	ATRIA INVESTMENTS, INC	2.03%	251.58K	12.54M	11.97K	+5.00%
Mar 31, 2024	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.06%	6.82K	340.04K	6.82K	+100.00%
Mar 31, 2024	CASSADAY & CO WEALTH MANAGEMENT LLC	0.06%	7.12K	354.99K	0	0
Mar 31, 2024	BISON WEALTH, LLC	0.08%	9.15K	455.81K	-15	-0.16%
Mar 31, 2024	REDW WEALTH LLC	0.08%	9.27K	461.93K	9.27K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.08%	10K	498.47K	958	+10.59%
Mar 31, 2024	CWM, LLC	0.09%	10.21K	509K	10.05K	+6,283.13%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.09%	11.23K	559.64K	4.48K	+66.37%
Mar 31, 2024	SIGMA PLANNING CORP	0.13%	15.97K	795.77K	9.38K	+142.51%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.14%	16.32K	813.28K	16.32K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.13%	15.67K	780.74K	5.77K	+58.25%
Mar 31, 2024	CETERA ADVISORS LLC	0.3%	37.73K	1.88M	29.47K	+357.11%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.31%	38.33K	1.91M	38.33K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.31%	38.91K	1.94M	17.72K	+83.62%
Mar 31, 2024	QUADCAP WEALTH MANAGEMENT, LLC	0.36%	44.73K	2.23M	44.73K	+100.00%
Mar 31, 2024	MORGAN STANLEY	3.2%	384.33K	19.15M	41.35K	+12.06%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.79%	455.35K	22.69M	147.46K	+47.89%
Mar 31, 2024	DARROW COMPANY, INC.	0.36%	44.93K	2.24M	12.16K	+37.09%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.93%	111.49K	5.56M	79.21K	+245.31%
Mar 31, 2024	LEGACY CG, LLC	2.27%	282.13K	14.06M	-14.28K	-4.82%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.78%	307.9K	15.27M	47.97K	+18.45%
Dec 31, 2023	LEGACY CG, LLC	2.68%	296.41K	14.7M	33.47K	+12.73%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	2.3%	254.74K	12.63M	-13.34K	-4.97%
Dec 31, 2023	ATRIA INVESTMENTS, INC	2.16%	239.61K	11.88M	-52.83K	-18.06%
Dec 31, 2023	MARINER, LLC	2.13%	235.44K	11.68M	-639	-0.27%
Dec 31, 2023	CORNERSTONE PLANNING GROUP LLC	2.06%	227.74K	11.29M	227.74K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	2.02%	223.86K	11.1M	-16.19K	-6.74%
Dec 31, 2023	STRATEGIQ FINANCIAL GROUP, LLC	1.95%	216.58K	10.74M	48.09K	+28.54%
Dec 31, 2023	TOTH FINANCIAL ADVISORY CORP	1.35%	149.15K	7.4M	1.85K	+1.26%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	1.21%	134.29K	6.66M	134.29K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.06%	117.42K	5.82M	-73.82K	-38.60%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.02%	113.55K	5.63M	-139.59K	-55.14%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.94%	103.96K	5.16M	30.45K	+41.43%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.68%	75.16K	3.73M	-21.33K	-22.10%
Dec 31, 2023	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.66%	72.65K	3.6M	8.95K	+14.05%
Dec 31, 2023	ROYAL BANK OF CANADA	0.56%	62.59K	3.1M	5.29K	+9.23%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.42%	46.85K	2.32M	279	+0.60%
Dec 31, 2023	DAYMARK WEALTH PARTNERS, LLC	0.11%	11.88K	589.27K	5.82K	+95.90%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.11%	12.02K	596.13K	6.06K	+101.80%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.33%	36.61K	1.79M	36.61K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.31%	34.08K	1.69M	-1.42K	-3.99%
Dec 31, 2023	DARROW COMPANY, INC.	0.3%	32.78K	1.63M	6.67K	+25.55%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	32.29K	1.6M	-25.72K	-44.34%
Dec 31, 2023	ELK RIVER WEALTH MANAGEMENT, LLC	0.28%	31.5K	1.56M	31.5K	+100.00%
Dec 31, 2023		0.21%	23.22K	1.15M	23.22K	+100.00%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.25%	27.83K	1.38M	-3.21K	-10.35%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.23%	25.79K	1.28M	25.79K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.23%	25.56K	1.27M	-4.03K	-13.62%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	25.04K	1.24M	8.3K	+49.60%
Dec 31, 2023	MARQUETTE ASSET MANAGEMENT, LLC	5.36%	593.87K	29.45M	43.4K	+7.88%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.22%	24.17K	1.2M	-267	-1.09%
Dec 31, 2023	REDHAWK WEALTH ADVISORS, INC.	0.21%	22.82K	1.13M	22.82K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.19%	21.19K	1.05M	21.19K	+100.00%
Dec 31, 2023	SWMG, LLC	0.18%	19.4K	961.95K	836	+4.50%
Dec 31, 2023	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.12%	13.13K	651.27K	13.13K	+100.00%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.13%	14.14K	701K	14.14K	+100.00%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.16%	17.19K	852.5M	16.42K	+2,132.60%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.17%	19.07K	945.72K	-9.33K	-32.86%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	18.88K	936.01K	18.88K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.08%	9.05K	448.53K	-5.91K	-39.52%
Dec 31, 2023	BISON WEALTH, LLC	0.08%	9.16K	454.34K	-26	-0.28%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	38.2%	4.23M	209.86M	51.35K	+1.23%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.08%	9.17K	454.59K	-6.33K	-40.85%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.09%	9.63K	477.48K	-1.21K	-11.12%
Dec 31, 2023	UBS GROUP AG	0.09%	9.9K	490.99K	-11.89K	-54.57%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.1%	10.95K	543.1K	-1.11K	-9.18%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	3.5%	387.44K	19.18M	-139.37K	-26.46%
Dec 31, 2023	MORGAN STANLEY	3.1%	342.98K	17.01M	64.28K	+23.06%
Dec 31, 2023	JANE STREET GROUP, LLC	2.99%	331.44K	16.44M	319.45K	+2,662.94%

Frequently Asked Questions