Aptus Collared Income Opportunity ETF(ACIO)

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Aptus Collared Income Opportunity ETF(ACIO)

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ACIO(ACIO)

ACIO

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 155 Institutional Holders

Holder	Shares	Date	Change	% Held
Aptus Capital Advisors, LLC	16.26M	Mar 31, 26	+1.01M	31.52%
Integrated Wealth Concepts LLC	7.86M	Mar 31, 26	+1.78M	15.23%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.47M	Mar 31, 26	+91.82K	8.67%
CI Private Wealth, LLC	2.80M	Mar 31, 26	-390.43K	5.43%
BROGAN FINANCIAL, INC.	1.95M	Mar 31, 26	+24.65K	3.77%
ENVESTNET ASSET MANAGEMENT INC	1.65M	Mar 31, 26	+1.64M	3.19%
KFG WEALTH MANAGEMENT, LLC	1.58M	Mar 31, 26	-210.22K	3.07%
RAYMOND JAMES FINANCIAL INC	1.52M	Mar 31, 26	+33.41K	2.95%
Second Line Capital, LLC	1.27M	Mar 31, 26	+15.65K	2.46%
Signal Advisors Wealth, LLC	1.20M	Mar 31, 26	+77.33K	2.33%
First Heartland Consultants, Inc.	1.10M	Mar 31, 26	+24.67K	2.13%
Clarus Group, Inc.	1.08M	Mar 31, 26	-5.50K	2.09%
Sunburst Financial Group, LLC	1.07M	Mar 31, 26	+24.45K	2.07%
Advisory Services Network, LLC	1.06M	Mar 31, 26	+20.14K	2.05%
Park Place Capital Corp	1.03M	Mar 31, 26	-49.37K	2.00%
Bienville Capital Management, LLC	1.03M	Mar 31, 26	+86.31K	2.00%
Diversified Enterprises, LLC	1.00M	Mar 31, 26	+78.32K	1.94%
Waterloo Capital, L.P.	762.01K	Mar 31, 26	+2.61K	1.48%
WELLS FARGO & COMPANY/MN	644.30K	Mar 31, 26	-43.20K	1.25%
Compass Ion Advisors, LLC	624.36K	Mar 31, 26	+18.36K	1.21%
LPL Financial LLC	496.73K	Mar 31, 26	-48.19K	0.96%
MAI Capital Management	379.95K	Mar 31, 26	-236.81K	0.74%
United Advisor Group, LLC	364.50K	Mar 31, 26	+21.83K	0.71%
Uniting Wealth Partners, LLC	329.38K	Mar 31, 26	+329.38K	0.64%
GERBER, LLC	317.45K	Mar 31, 26	+18.02K	0.62%
Cushing Capital Partners, LLC	301.78K	Mar 31, 26	-16.84K	0.58%
SILVER OAK SECURITIES, INCORPORATED	293.46K	Mar 31, 26	-27.61K	0.57%
Financial Guidance Group, Inc.	284.95K	Mar 31, 26	+15.48K	0.55%
MBE Wealth Management, LLC	283.44K	Mar 31, 26	+462	0.55%
Lord & Richards Wealth Management, LLC	259.54K	Mar 31, 26	+2.50K	0.50%
EdgeRock Capital LLC	230.90K	Mar 31, 26	+7.42K	0.45%
Independent Advisor Alliance	209.19K	Mar 31, 26	+118.42K	0.41%
MARIPAU WEALTH MANAGEMENT LLC	206.20K	Mar 31, 26	+13.40K	0.40%
Prime Capital Investment Advisors, LLC	205.05K	Mar 31, 26	+36.41K	0.40%
LEVEL FOUR ADVISORY SERVICES, LLC	197.84K	Mar 31, 26	-341	0.38%
CWM, LLC	189.54K	Mar 31, 26	-5.22K	0.37%
Sunpointe, LLC	174.55K	Mar 31, 26	+6.56K	0.34%
CoreFirst Bank & Trust	157.86K	Mar 31, 26	+36.79K	0.31%
Wealthcare Advisory Partners LLC	142.58K	Mar 31, 26	-8.92K	0.28%
Renasant Bank	134.64K	Mar 31, 26	-26.37K	0.26%
TrueWealth Advisors, LLC	128.40K	Mar 31, 26	-95.81K	0.25%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	127.89K	Mar 31, 26	+5.82K	0.25%
Regal Investment Advisors LLC	117.49K	Mar 31, 26	+3.41K	0.23%
UBS Group AG	113.05K	Mar 31, 26	-37.34K	0.22%
Savvy Advisors, Inc.	107.77K	Mar 31, 26	-109.44K	0.21%
Meridian Wealth Management, LLC	92.86K	Mar 31, 26	+39.22K	0.18%
Brinker Capital Investments, LLC	88.19K	Mar 31, 26	-12.78K	0.17%
NCM Capital Management, LLC	86.56K	Mar 31, 26	+11.95K	0.17%
Second Half Financial Partners, LLC	82.36K	Mar 31, 26	+6.43K	0.16%
Atria Investments, Inc	81.85K	Mar 31, 26	-1.37K	0.16%
Mendel Money Management	76.14K	Mar 31, 26	+16.21K	0.15%
ADVISOR GROUP HOLDINGS, INC.	75.67K	Mar 31, 26	+12.25K	0.15%
MML INVESTORS SERVICES, LLC	63.29K	Mar 31, 26	-16	0.12%
Cyndeo Wealth Partners, LLC	59.71K	Mar 31, 26	+2.99K	0.12%
Delta Investment Management, LLC	56.81K	Mar 31, 26	-111.46K	0.11%
Quantinno Capital Management LP	52.87K	Mar 31, 26	+9.46K	0.10%
AQR CAPITAL MANAGEMENT LLC	52.03K	Mar 31, 26	-12.11K	0.10%
TFR Capital, LLC.	51.63K	Mar 31, 26	--	0.10%
Geneos Wealth Management Inc.	51.40K	Mar 31, 26	+51.40K	0.10%
Talon Private Wealth, LLC	47.97K	Mar 31, 26	+47.97K	0.09%
MBL Wealth, LLC	47.52K	Mar 31, 26	-12.61K	0.09%
Legacy Capital Wealth Partners, LLC	46.91K	Mar 31, 26	-6.78K	0.09%
VISIONARY HORIZONS, LLC	44.86K	Mar 31, 26	+5.66K	0.09%
Diversified Trust Co	41.41K	Mar 31, 26	--	0.08%
Farther Finance Advisors, LLC	37.99K	Mar 31, 26	+11.92K	0.07%
Lunt Capital Management, Inc.	34.26K	Mar 31, 26	+28.64K	0.07%
RFG Advisory, LLC	32.40K	Mar 31, 26	+32.40K	0.06%
CPR Investments Inc.	32.02K	Mar 31, 26	+6.68K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	30.85K	Mar 31, 26	-4.36K	0.06%
Fiduciary Planning LLC	28.57K	Mar 31, 26	-5.33K	0.06%
WealthShield Partners, LLC	25.52K	Mar 31, 26	+137	0.05%
Betterment LLC	21.44K	Mar 31, 26	-7.20K	0.04%
Kestra Advisory Services, LLC	21.07K	Mar 31, 26	-1.47K	0.04%
Legacy Trust	19.63K	Mar 31, 26	--	0.04%
ARQ WEALTH ADVISORS, LLC	19.33K	Mar 31, 26	+1.04K	0.04%
PROSPERITY BANCSHARES INC	15.45K	Mar 31, 26	-21.71K	0.03%
Brookwood Investment Group LLC	14.30K	Mar 31, 26	-2.73K	0.03%
Perigon Wealth Management, LLC	14.24K	Mar 31, 26	-608	0.03%
Equitable Holdings, Inc.	13.22K	Mar 31, 26	-183	0.03%
Mascagni Wealth Management, Inc.	12.54K	Mar 31, 26	-29	0.02%
Kathmere Capital Management, LLC	10.49K	Mar 31, 26	+17	0.02%
IMC-Chicago, LLC	9.88K	Mar 31, 26	+9.88K	0.02%
GTS SECURITIES LLC	9.20K	Mar 31, 26	--	0.02%
Retirement Planning Group	8.88K	Mar 31, 26	-12.34K	0.02%
Bank of New York Mellon Corp	8.67K	Mar 31, 26	+8.67K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	8.65K	Mar 31, 26	+228	0.02%
NewEdge Advisors, LLC	8.61K	Mar 31, 26	+8.61K	0.02%
Parallel Advisors, LLC	8.41K	Mar 31, 26	+779	0.02%
Virtue Capital Management, LLC	7.51K	Mar 31, 26	-983	0.01%
HRT FINANCIAL LP	7.17K	Mar 31, 26	+7.17K	0.01%
XY Planning Network, Inc.	7.17K	Mar 31, 26	+7.17K	0.01%
MGO ONE SEVEN LLC	6.90K	Mar 31, 26	-179	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.86K	Mar 31, 26	+5	0.01%
Capital Group Private Client Services, Inc.	6.68K	Mar 31, 26	+6.68K	0.01%
Moors & Cabot, Inc.	6.50K	Mar 31, 26	-400	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6.40K	Mar 31, 26	+6.40K	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	6.11K	Mar 31, 26	+6.11K	0.01%
Able Wealth Management LLC	5.88K	Mar 31, 26	-2.17K	0.01%
OLD MISSION CAPITAL LLC	5.77K	Mar 31, 26	+5.77K	0.01%
JPMORGAN CHASE & CO	5.61K	Mar 31, 26	-1.03K	0.01%
Confluence Wealth Services, Inc.	5.58K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	5.32K	Mar 31, 26	--	0.01%
LIBERTY SQUARE WEALTH PARTNERS LLC	5.18K	Mar 31, 26	-680	0.01%
Forefront Wealth Partners, LLC	5.17K	Mar 31, 26	+236	0.01%
ROYAL BANK OF CANADA	5.16K	Mar 31, 26	+5.16K	0.01%
CAPTRUST FINANCIAL ADVISORS	4.77K	Mar 31, 26	+31	0.01%
FIFTH THIRD BANCORP	4.76K	Mar 31, 26	+1.26K	0.01%
Princeton Global Asset Management LLC	4.10K	Mar 31, 26	-200	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	4.09K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	3.83K	Mar 31, 26	-12.03K	0.01%
WHITTIER TRUST CO	3.60K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	3.25K	Mar 31, 26	--	0.01%
CHILTON CAPITAL MANAGEMENT LLC	2.41K	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	2.28K	Mar 31, 26	+2.28K	0.00%
Advisors Preferred, LLC	1.53K	Mar 31, 26	+1.40K	0.00%
TD Waterhouse Canada Inc.	1.33K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	1.09K	Mar 31, 26	+1	0.00%
Allworth Financial LP	494	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	334	Mar 31, 26	-1.05K	0.00%
JONES FINANCIAL COMPANIES LLLP	325	Mar 31, 26	+325	0.00%
SIGNATUREFD, LLC	312	Mar 31, 26	+312	0.00%
Dunhill Financial, LLC	308	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	242	Mar 31, 26	-1	0.00%
IFP Advisors, Inc	225	Mar 31, 26	--	0.00%
MORGAN STANLEY	104	Mar 31, 26	-1.51K	0.00%
ASSETMARK, INC	37	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	13	Mar 31, 26	-14	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-7.47K	--
Transcendent Capital Group LLC	--	Mar 31, 26	-4.70K	--
Rockefeller Capital Management L.P.	--	Mar 31, 26	-203	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-5.53K	--
True Vision MN LLC	--	Mar 31, 26	-55.93K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-3.44K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-11.81K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-5.24K	--
Belpointe Asset Management LLC	--	Mar 31, 26	-10.42K	--
Lifeworks Advisors, LLC	--	Mar 31, 26	-29.82K	--
Gladstone Institutional Advisory LLC	--	Mar 31, 26	-9.60K	--
Axim Planning & Wealth	--	Mar 31, 26	-4.62K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-12.37K	--
Cetera Investment Advisers	--	Mar 31, 26	-5.51K	--
Wealth Advisory Team LLC	359.18K	Dec 31, 25	+359.18K	0.70%
Pandora Wealth, Inc.	325.84K	Dec 31, 25	-671	0.63%
ROVIN CAPITAL /UT/ /ADV	17.84K	Dec 31, 25	+102	0.03%
Global Retirement Partners, LLC	4.71K	Dec 31, 25	-44	0.01%
COMERICA BANK	3.40K	Dec 31, 25	+1	0.01%
FSA Wealth Management LLC	494	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	6.67K	Jun 30, 25	+6.67K	0.01%
Orion Portfolio Solutions, LLC	99.10K	Mar 31, 25	-22.39K	0.19%
Sugarloaf Wealth Management, LLC	1.12M	Dec 31, 24	+22.30K	2.17%
Raymond James Financial Services Advisors, Inc.	4.10M	Sep 30, 24	+445.53K	7.94%
Diversified, LLC	21.81K	Sep 30, 24	+10	0.04%
Spotlight Asset Group, Inc.	311.85K	Jun 30, 24	-5.79K	0.60%
Coppell Advisory Solutions Corp.	6.11K	Mar 31, 24	+6.11K	0.01%
S.C. Financial Services, Inc.	--	Dec 31, 22	-19.16K	--

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Holder

Date

Change

% Held

Aptus Capital Advisors, LLC

16.26M

Mar 31, 26

+1.01M

31.52%

Integrated Wealth Concepts LLC

7.86M

Mar 31, 26

+1.78M

15.23%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.47M

Mar 31, 26

+91.82K

8.67%

CI Private Wealth, LLC

2.80M

Mar 31, 26

-390.43K

5.43%

BROGAN FINANCIAL, INC.

1.95M

Mar 31, 26

+24.65K

3.77%

ENVESTNET ASSET MANAGEMENT INC

1.65M

Mar 31, 26

+1.64M

3.19%

KFG WEALTH MANAGEMENT, LLC

1.58M

Mar 31, 26

-210.22K

3.07%

RAYMOND JAMES FINANCIAL INC

1.52M

Mar 31, 26

+33.41K

2.95%

Second Line Capital, LLC

1.27M

Mar 31, 26

+15.65K

2.46%

Signal Advisors Wealth, LLC

1.20M

Mar 31, 26

+77.33K

2.33%

First Heartland Consultants, Inc.

1.10M

Mar 31, 26

+24.67K

2.13%

Clarus Group, Inc.

1.08M

Mar 31, 26

-5.50K

2.09%

Sunburst Financial Group, LLC

1.07M

Mar 31, 26

+24.45K

2.07%

Advisory Services Network, LLC

1.06M

Mar 31, 26

+20.14K

2.05%

Park Place Capital Corp

1.03M

Mar 31, 26

-49.37K

2.00%

Bienville Capital Management, LLC

1.03M

Mar 31, 26

+86.31K

2.00%

Diversified Enterprises, LLC

1.00M

Mar 31, 26

+78.32K

1.94%

Waterloo Capital, L.P.

762.01K

Mar 31, 26

+2.61K

1.48%

WELLS FARGO & COMPANY/MN

644.30K

Mar 31, 26

-43.20K

1.25%

Compass Ion Advisors, LLC

624.36K

Mar 31, 26

+18.36K

1.21%

LPL Financial LLC

496.73K

Mar 31, 26

-48.19K

0.96%

MAI Capital Management

379.95K

Mar 31, 26

-236.81K

0.74%

United Advisor Group, LLC

364.50K

Mar 31, 26

+21.83K

0.71%

Uniting Wealth Partners, LLC

329.38K

Mar 31, 26

+329.38K

0.64%

GERBER, LLC

317.45K

Mar 31, 26

+18.02K

0.62%

Cushing Capital Partners, LLC

301.78K

Mar 31, 26

-16.84K

0.58%

SILVER OAK SECURITIES, INCORPORATED

293.46K

Mar 31, 26

-27.61K

0.57%

Financial Guidance Group, Inc.

284.95K

Mar 31, 26

+15.48K

0.55%

MBE Wealth Management, LLC

283.44K

Mar 31, 26

+462

0.55%

Lord & Richards Wealth Management, LLC

259.54K

Mar 31, 26

+2.50K

0.50%

EdgeRock Capital LLC

230.90K

Mar 31, 26

+7.42K

0.45%

Independent Advisor Alliance

209.19K

Mar 31, 26

+118.42K

0.41%

MARIPAU WEALTH MANAGEMENT LLC

206.20K

Mar 31, 26

+13.40K

0.40%

Prime Capital Investment Advisors, LLC

205.05K

Mar 31, 26

+36.41K

0.40%

LEVEL FOUR ADVISORY SERVICES, LLC

197.84K

Mar 31, 26

-341

0.38%

CWM, LLC

189.54K

Mar 31, 26

-5.22K

0.37%

Sunpointe, LLC

174.55K

Mar 31, 26

+6.56K

0.34%

CoreFirst Bank & Trust

157.86K

Mar 31, 26

+36.79K

0.31%

Wealthcare Advisory Partners LLC

142.58K

Mar 31, 26

-8.92K

0.28%

Renasant Bank

134.64K

Mar 31, 26

-26.37K

0.26%

TrueWealth Advisors, LLC

128.40K

Mar 31, 26

-95.81K

0.25%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

127.89K

Mar 31, 26

+5.82K

0.25%

Regal Investment Advisors LLC

117.49K

Mar 31, 26

+3.41K

0.23%

UBS Group AG

113.05K

Mar 31, 26

-37.34K

0.22%

Savvy Advisors, Inc.

107.77K

Mar 31, 26

-109.44K

0.21%

Meridian Wealth Management, LLC

92.86K

Mar 31, 26

+39.22K

0.18%

Brinker Capital Investments, LLC

88.19K

Mar 31, 26

-12.78K

0.17%

NCM Capital Management, LLC

86.56K

Mar 31, 26

+11.95K

0.17%

Second Half Financial Partners, LLC

82.36K

Mar 31, 26

+6.43K

0.16%

Atria Investments, Inc

81.85K

Mar 31, 26

-1.37K

0.16%

Mendel Money Management

76.14K

Mar 31, 26

+16.21K

0.15%

ADVISOR GROUP HOLDINGS, INC.

75.67K

Mar 31, 26

+12.25K

0.15%

MML INVESTORS SERVICES, LLC

63.29K

Mar 31, 26

-16

0.12%

Cyndeo Wealth Partners, LLC

59.71K

Mar 31, 26

+2.99K

0.12%

Delta Investment Management, LLC

56.81K

Mar 31, 26

-111.46K

0.11%

Quantinno Capital Management LP

52.87K

Mar 31, 26

+9.46K

0.10%

AQR CAPITAL MANAGEMENT LLC

52.03K

Mar 31, 26

-12.11K

0.10%

TFR Capital, LLC.

51.63K

Mar 31, 26

0.10%

Geneos Wealth Management Inc.

51.40K

Mar 31, 26

+51.40K

0.10%

Talon Private Wealth, LLC

47.97K

Mar 31, 26

+47.97K

0.09%

MBL Wealth, LLC

47.52K

Mar 31, 26

-12.61K

0.09%

Legacy Capital Wealth Partners, LLC

46.91K

Mar 31, 26

-6.78K

0.09%

VISIONARY HORIZONS, LLC

44.86K

Mar 31, 26

+5.66K

0.09%

Diversified Trust Co

41.41K

Mar 31, 26

0.08%

Farther Finance Advisors, LLC

37.99K

Mar 31, 26

+11.92K

0.07%

Lunt Capital Management, Inc.

34.26K

Mar 31, 26

+28.64K

0.07%

RFG Advisory, LLC

32.40K

Mar 31, 26

+32.40K

0.06%

CPR Investments Inc.

32.02K

Mar 31, 26

+6.68K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

30.85K

Mar 31, 26

-4.36K

0.06%

Fiduciary Planning LLC

28.57K

Mar 31, 26

-5.33K

0.06%

WealthShield Partners, LLC

25.52K

Mar 31, 26

+137

0.05%

Betterment LLC

21.44K

Mar 31, 26

-7.20K

0.04%

Kestra Advisory Services, LLC

21.07K

Mar 31, 26

-1.47K

0.04%

Legacy Trust

19.63K

Mar 31, 26

0.04%

ARQ WEALTH ADVISORS, LLC

19.33K

Mar 31, 26

+1.04K

0.04%

PROSPERITY BANCSHARES INC

15.45K

Mar 31, 26

-21.71K

0.03%

Brookwood Investment Group LLC

14.30K

Mar 31, 26

-2.73K

0.03%

Perigon Wealth Management, LLC

14.24K

Mar 31, 26

-608

0.03%

Equitable Holdings, Inc.

13.22K

Mar 31, 26

-183

0.03%

Mascagni Wealth Management, Inc.

12.54K

Mar 31, 26

-29

0.02%

Kathmere Capital Management, LLC

10.49K

Mar 31, 26

+17

0.02%

IMC-Chicago, LLC

9.88K

Mar 31, 26

+9.88K

0.02%

GTS SECURITIES LLC

9.20K

Mar 31, 26

0.02%

Retirement Planning Group

8.88K

Mar 31, 26

-12.34K

0.02%

Bank of New York Mellon Corp

8.67K

Mar 31, 26

+8.67K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

8.65K

Mar 31, 26

+228

0.02%

NewEdge Advisors, LLC

8.61K

Mar 31, 26

+8.61K

0.02%

Parallel Advisors, LLC

8.41K

Mar 31, 26

+779

0.02%

Virtue Capital Management, LLC

7.51K

Mar 31, 26

-983

0.01%

HRT FINANCIAL LP

7.17K

Mar 31, 26

+7.17K

0.01%

XY Planning Network, Inc.

7.17K

Mar 31, 26

+7.17K

0.01%

MGO ONE SEVEN LLC

6.90K

Mar 31, 26

-179

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.86K

Mar 31, 26

0.01%

Capital Group Private Client Services, Inc.

6.68K

Mar 31, 26

+6.68K

0.01%

Moors & Cabot, Inc.

6.50K

Mar 31, 26

-400

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

6.40K

Mar 31, 26

+6.40K

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

6.11K

Mar 31, 26

+6.11K

0.01%

Able Wealth Management LLC

5.88K

Mar 31, 26

-2.17K

0.01%

OLD MISSION CAPITAL LLC

5.77K

Mar 31, 26

+5.77K

0.01%

JPMORGAN CHASE & CO

5.61K

Mar 31, 26

-1.03K

0.01%

Confluence Wealth Services, Inc.

5.58K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

5.32K

Mar 31, 26

0.01%

LIBERTY SQUARE WEALTH PARTNERS LLC

5.18K

Mar 31, 26

-680

0.01%

Forefront Wealth Partners, LLC

5.17K

Mar 31, 26

+236

0.01%

ROYAL BANK OF CANADA

5.16K

Mar 31, 26

+5.16K

0.01%

CAPTRUST FINANCIAL ADVISORS

4.77K

Mar 31, 26

+31

0.01%

FIFTH THIRD BANCORP

4.76K

Mar 31, 26

+1.26K

0.01%

Princeton Global Asset Management LLC

4.10K

Mar 31, 26

-200

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

4.09K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

3.83K

Mar 31, 26

-12.03K

0.01%

WHITTIER TRUST CO

3.60K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

3.25K

Mar 31, 26

0.01%

CHILTON CAPITAL MANAGEMENT LLC

2.41K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

2.28K

Mar 31, 26

+2.28K

0.00%

Advisors Preferred, LLC

1.53K

Mar 31, 26

+1.40K

0.00%

TD Waterhouse Canada Inc.

1.33K

Mar 31, 26

0.00%

AE Wealth Management LLC

1.09K

Mar 31, 26

0.00%

Allworth Financial LP

494

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

334

Mar 31, 26

-1.05K

0.00%

JONES FINANCIAL COMPANIES LLLP

325

Mar 31, 26

+325

0.00%

SIGNATUREFD, LLC

312

Mar 31, 26

+312

0.00%

Dunhill Financial, LLC

308

Mar 31, 26

0.00%

CoreCap Advisors, LLC

242

Mar 31, 26

-1

0.00%

IFP Advisors, Inc

225

Mar 31, 26

0.00%

MORGAN STANLEY

104

Mar 31, 26

-1.51K

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

-14

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-7.47K

Transcendent Capital Group LLC

Mar 31, 26

-4.70K

Rockefeller Capital Management L.P.

Mar 31, 26

-203

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-5.53K

True Vision MN LLC

Mar 31, 26

-55.93K

OPTIMA CAPITAL LLC

Mar 31, 26

-3.44K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-11.81K

Atomi Financial Group, Inc.

Mar 31, 26

-5.24K

Belpointe Asset Management LLC

Mar 31, 26

-10.42K

Lifeworks Advisors, LLC

Mar 31, 26

-29.82K

Gladstone Institutional Advisory LLC

Mar 31, 26

-9.60K

Axim Planning & Wealth

Mar 31, 26

-4.62K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-12.37K

Cetera Investment Advisers

Mar 31, 26

-5.51K

Wealth Advisory Team LLC

359.18K

Dec 31, 25

+359.18K

0.70%

Pandora Wealth, Inc.

325.84K

Dec 31, 25

-671

0.63%

ROVIN CAPITAL /UT/ /ADV

17.84K

Dec 31, 25

+102

0.03%

Global Retirement Partners, LLC

4.71K

Dec 31, 25

-44

0.01%

COMERICA BANK

3.40K

Dec 31, 25

0.01%

FSA Wealth Management LLC

494

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

6.67K

Jun 30, 25

+6.67K

0.01%

Orion Portfolio Solutions, LLC

99.10K

Mar 31, 25

-22.39K

0.19%

Sugarloaf Wealth Management, LLC

1.12M

Dec 31, 24

+22.30K

2.17%

Raymond James Financial Services Advisors, Inc.

4.10M

Sep 30, 24

+445.53K

7.94%

Diversified, LLC

21.81K

Sep 30, 24

+10

0.04%

Spotlight Asset Group, Inc.

311.85K

Jun 30, 24

-5.79K

0.60%

Coppell Advisory Solutions Corp.

6.11K

Mar 31, 24

+6.11K

0.01%

S.C. Financial Services, Inc.

Dec 31, 22

-19.16K