UFEB(UFEB)
UFEB
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Brookstone Capital Management | 1.46M | Jun 30, 26 | -244.62K | 35.82% |
| HighTower Advisors, LLC | 631.47K | Jun 30, 26 | -24.46K | 15.46% |
| KFG WEALTH MANAGEMENT, LLC | 431.46K | Jun 30, 26 | +52.66K | 10.56% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 164.99K | Jun 30, 26 | +7.08K | 4.04% |
| Strategic Blueprint, LLC | 137.91K | Jun 30, 26 | +3.69K | 3.38% |
| TRUIST FINANCIAL CORP | 129.82K | Jun 30, 26 | -810 | 3.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 109.09K | Jun 30, 26 | -57.03K | 2.67% |
| Pensionmark Financial Group, LLC | 108.45K | Jun 30, 26 | -375 | 2.65% |
| ADVISOR GROUP HOLDINGS, INC. | 106.12K | Jun 30, 26 | -81 | 2.60% |
| ENVESTNET ASSET MANAGEMENT INC | 102.12K | Jun 30, 26 | -22.92K | 2.50% |
| MML INVESTORS SERVICES, LLC | 83.87K | Jun 30, 26 | -22.50K | 2.05% |
| Cambridge Investment Research Advisors, Inc. | 80.95K | Jun 30, 26 | -14.60K | 1.98% |
| Spire Wealth Management | 79.81K | Jun 30, 26 | -275 | 1.95% |
| CENTRAL VALLEY ADVISORS, LLC | 64.21K | Jun 30, 26 | -2.72K | 1.57% |
| Stratos Wealth Advisors, LLC | 59.54K | Jun 30, 26 | -3.38K | 1.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54.27K | Jun 30, 26 | +40.36K | 1.33% |
| Trek Financial, LLC | 49.92K | Jun 30, 26 | -4.10K | 1.22% |
| LPL Financial LLC | 48.34K | Jun 30, 26 | +10.15K | 1.18% |
| NewCorp Financial Services, Inc. | 46.55K | Jun 30, 26 | -433 | 1.14% |
| Cetera Investment Advisers | 45.77K | Jun 30, 26 | -3.38K | 1.12% |
| Kestra Advisory Services, LLC | 42.52K | Jun 30, 26 | -22.43K | 1.04% |
| Berger Financial Group, Inc | 41.92K | Jun 30, 26 | -5.65K | 1.03% |
| JPMORGAN CHASE & CO | 36.89K | Jun 30, 26 | +36.89K | 0.90% |
| Northstar Group, Inc. | 35.01K | Jun 30, 26 | -1.35K | 0.86% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 34.68K | Jun 30, 26 | +34.68K | 0.85% |
| FIDUCIARY FINANCIAL GROUP, LLC | 29.24K | Jun 30, 26 | -- | 0.72% |
| Mutual Advisors, LLC | 26.88K | Jun 30, 26 | -- | 0.66% |
| Lantz Financial LLC | 26.45K | Jun 30, 26 | -155 | 0.65% |
| FOUNDERS FINANCIAL SECURITIES LLC | 25.98K | Jun 30, 26 | -663 | 0.64% |
| Colony Group, LLC | 25.06K | Jun 30, 26 | -- | 0.61% |
| CROSSPOINT FINANCIAL, LLC | 24.07K | Jun 30, 26 | -2.00K | 0.59% |
| Ausdal Financial Partners, Inc. | 23.93K | Jun 30, 26 | -- | 0.59% |
| Integrity Advisory Solutions, LLC | 23.38K | Jun 30, 26 | -1.98K | 0.57% |
| Comprehensive Financial Consultants Institutional, Inc. | 23.17K | Jun 30, 26 | -2.04K | 0.57% |
| Steel Peak Wealth Management LLC | 21.75K | Jun 30, 26 | +21.75K | 0.53% |
| OLD MISSION CAPITAL LLC | 21.39K | Jun 30, 26 | +21.39K | 0.52% |
| AdvisorNet Financial, Inc | 20.57K | Jun 30, 26 | -- | 0.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.25K | Jun 30, 26 | -- | 0.50% |
| Foundations Investment Advisors, LLC | 19.27K | Jun 30, 26 | +159 | 0.47% |
| Cornerstone Wealth Group, LLC | 18.66K | Jun 30, 26 | -34 | 0.46% |
| CITADEL ADVISORS LLC | 16.18K | Jun 30, 26 | +16.18K | 0.40% |
| IHT Wealth Management, LLC | 16.09K | Jun 30, 26 | -33.23K | 0.39% |
| Arkadios Wealth Advisors | 15.70K | Jun 30, 26 | +1.23K | 0.38% |
| NewEdge Advisors, LLC | 15.56K | Jun 30, 26 | +800 | 0.38% |
| Beacon Pointe Advisors, LLC | 15.55K | Jun 30, 26 | -3.00K | 0.38% |
| IMG Wealth Management, Inc. | 15.38K | Jun 30, 26 | -27 | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 15.36K | Jun 30, 26 | -2.90K | 0.38% |
| Advisory Services Network, LLC | 14.26K | Jun 30, 26 | -- | 0.35% |
| Creative Planning | 14.25K | Jun 30, 26 | -10.41K | 0.35% |
| AssuredPartners Investment Advisors, LLC | 11.57K | Jun 30, 26 | -- | 0.28% |
| Castle Rock Wealth Management, LLC | 11.55K | Jun 30, 26 | -- | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11.35K | Jun 30, 26 | +11.35K | 0.28% |
| Sonoma Allocations LLC | 11.00K | Jun 30, 26 | -10 | 0.27% |
| SILVER OAK SECURITIES, INCORPORATED | 10.75K | Jun 30, 26 | +10.75K | 0.26% |
| SageView Advisory Group, LLC | 10.64K | Jun 30, 26 | -10.72K | 0.26% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.50K | Jun 30, 26 | -- | 0.26% |
| Riverpoint Wealth Management Holdings, LLC | 9.40K | Jun 30, 26 | -1.58K | 0.23% |
| Truvestments Capital LLC | 8.90K | Jun 30, 26 | -- | 0.22% |
| Merit Financial Group, LLC | 8.85K | Jun 30, 26 | -190 | 0.22% |
| Archer Investment Corp | 8.51K | Jun 30, 26 | +2.79K | 0.21% |
| Chris Bulman Inc | 8.28K | Jun 30, 26 | -572 | 0.20% |
| Maia Wealth LLC | 8.26K | Jun 30, 26 | -- | 0.20% |
| HRT FINANCIAL LP | 7.94K | Jun 30, 26 | +7.94K | 0.19% |
| WealthShield Partners, LLC | 7.85K | Jun 30, 26 | -408 | 0.19% |
| Garden State Investment Advisory Services LLC | 7.85K | Jun 30, 26 | -- | 0.19% |
| MTM FINANCIAL GROUP, LLC | 7.58K | Jun 30, 26 | -- | 0.19% |
| Madison Wealth Partners, Inc | 7.49K | Jun 30, 26 | +7.49K | 0.18% |
| Vantage Point Financial LLC | 7.48K | Jun 30, 26 | -120 | 0.18% |
| PFG Advisors | 7.13K | Jun 30, 26 | -2.17K | 0.17% |
| Beacon Financial Advisory LLC | 6.97K | Jun 30, 26 | -- | 0.17% |
| MILESTONE ASSET MANAGEMENT, LLC | 6.96K | Jun 30, 26 | -- | 0.17% |
| Sanctuary Advisors, LLC | 6.77K | Jun 30, 26 | -- | 0.17% |
| ZACKS INVESTMENT MANAGEMENT | 6.50K | Jun 30, 26 | +6.50K | 0.16% |
| CGN Advisors LLC | 6.41K | Jun 30, 26 | -- | 0.16% |
| BFI Wealth Solutions, LLC | 6.25K | Jun 30, 26 | -2.50K | 0.15% |
| OxenFree Capital LLC | 6.20K | Jun 30, 26 | -- | 0.15% |
| Beckerman Institutional, LLC | 6.19K | Jun 30, 26 | -- | 0.15% |
| Tradition Wealth Management, LLC | 5.84K | Jun 30, 26 | -21 | 0.14% |
| HARBOUR INVESTMENTS, INC. | 5.81K | Jun 30, 26 | -- | 0.14% |
| Ballast Rock Private Wealth LLC | 5.78K | Jun 30, 26 | -- | 0.14% |
| Chicago Partners Investment Group LLC | 5.65K | Jun 30, 26 | -- | 0.14% |
| Kovack Advisors, Inc. | 5.40K | Jun 30, 26 | +5.40K | 0.13% |
| Bright Futures Wealth Management, LLC. | 5.30K | Jun 30, 26 | +5.30K | 0.13% |
| AE Wealth Management LLC | 5.17K | Jun 30, 26 | -236 | 0.13% |
| Aptus Capital Advisors, LLC | 4.80K | Jun 30, 26 | -- | 0.12% |
| Physician Wealth Advisors, Inc. | 4.42K | Jun 30, 26 | -- | 0.11% |
| CoreCap Advisors, LLC | 4.30K | Jun 30, 26 | -- | 0.11% |
| Continuum Advisory, LLC | 3.94K | Jun 30, 26 | +3.94K | 0.10% |
| Financial Network Wealth Advisors LLC | 2.92K | Jun 30, 26 | -- | 0.07% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.40K | Jun 30, 26 | -- | 0.06% |
| DHJJ Financial Advisors, Ltd. | 2.32K | Jun 30, 26 | -- | 0.06% |
| MORGAN STANLEY | 2.24K | Jun 30, 26 | +471 | 0.05% |
| IFP Advisors, Inc | 1.72K | Jun 30, 26 | +1.48K | 0.04% |
| Pinnacle Wealth Planning Services, Inc. | 851 | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 774 | Jun 30, 26 | -- | 0.02% |
| Capital Investment Advisory Services, LLC | 402 | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 399 | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 334 | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 280 | Jun 30, 26 | +130 | 0.01% |
| Larson Financial Group LLC | 190 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 130 | Jun 30, 26 | +130 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 84 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 54 | Jun 30, 26 | -- | 0.00% |
| BARCLAYS PLC | 52 | Jun 30, 26 | +52 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -2.09K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -4.80K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -3.10K | -- |
| Sterling Financial Planning, Inc. | -- | Jun 30, 26 | -5.65K | -- |
| Financial Life Planners | -- | Jun 30, 26 | -966 | -- |
| RPS ADVISORY SOLUTIONS LLC | -- | Jun 30, 26 | -7.16K | -- |
| Talon Private Wealth, LLC | 985.14K | Mar 31, 26 | +985.14K | 24.11% |
| McIlrath & Eck, LLC | 1.59K | Mar 31, 26 | -- | 0.04% |
| Bullseye Investment Management, LLC | 35.52K | Sep 30, 25 | -- | 0.87% |
| Sugarloaf Wealth Management, LLC | 800 | Dec 31, 24 | -- | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 6.60K | Sep 30, 24 | -- | 0.16% |
| Cetera Advisors LLC | 25.12K | Mar 31, 24 | +9.81K | 0.61% |
| Cetera Advisor Networks LLC | 10.10K | Mar 31, 24 | +10.10K | 0.25% |
| Kistler-Tiffany Companies, LLC | 2.97K | Jun 30, 23 | -- | 0.07% |
| Strategic Asset Management, LLC | 4.60K | Sep 30, 22 | -- | 0.11% |
| Covington Capital Management | 1.07K | Sep 30, 22 | -- | 0.03% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -6.53K | -- |