Small
TUCKER ASSET MANAGEMENT LLC
DFEB
$95,530
100.00%
1,892
—
-8
-0.4%
Shares
2026-08-27
Large
Cetera Investment Advisers
DFEB
$10,597,332
11093.20%
223,714
—
Sold Out
Shares
2026-05-13
Large
OSAIC HOLDINGS, INC.
DFEB
2
$8,041,815
8418.10%
169,766
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
150,030
$7,106,921
88.4%
Defined
Osaic Advisory Services, LLC
19,736
$934,894
11.6%
Defined
Large
CWM, LLC
DFEB
$7,747,742
8110.27%
163,558
—
Sold Out
Shares
2026-05-14
Mid
Horizon Investments, LLC
DFEB
$6,381,781
6680.39%
134,722
—
Sold Out
Shares
2026-05-15
Mega
RAYMOND JAMES FINANCIAL INC
DFEB
2
$4,107,972
4300.19%
86,721
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Mid
HARBOUR INVESTMENTS, INC.
DFEB
$3,888,413
4070.36%
82,086
—
Sold Out
Shares
2026-05-15
Small
Sunbelt Securities, Inc.
Broker-Dealer
DFEB
$3,073,791
3217.62%
64,889
—
Sold Out
Shares
2026-05-18
Mid
Integrated Wealth Concepts LLC
DFEB
$2,834,905
2967.55%
59,846
—
Sold Out
Shares
2026-05-15
Large
Mariner, LLC
DFEB
$2,013,888
2108.12%
42,514
—
Sold Out
Shares
2026-05-13
Mid
MGO ONE SEVEN LLC
DFEB
$1,809,865
1894.55%
38,207
—
Sold Out
Shares
2026-05-14
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
DFEB
1
$1,698,640
1778.12%
35,859
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Small
Keystone Wealth Services, LLC
DFEB
$1,523,703
1595.00%
32,166
—
Sold Out
Shares
2026-05-13
Mid
Kovack Advisors, Inc.
DFEB
$1,190,550
1246.26%
25,133
—
Sold Out
Shares
2026-05-13
Small
Integrity Financial Corp /WA
DFEB
$1,153,222
1207.18%
24,345
—
Sold Out
Shares
2026-05-14
Large
&PARTNERS
DFEB
$1,002,491
1049.40%
21,163
—
Sold Out
Shares
2026-05-15
Mid
CENTAURUS FINANCIAL, INC.
DFEB
$929,873
973.38%
19,630
—
Sold Out
Shares
2026-05-18
Micro
CASCADE INVESTMENT GROUP, INC.
DFEB
$821,158
859.58%
17,335
—
Sold Out
Shares
2026-05-13
Small
StoneX Group Inc.
DFEB
1
$679,712
711.52%
14,349
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
StoneX Advisors Inc.
14,349
$679,712
100.0%
Defined
Large
CAPTRUST FINANCIAL ADVISORS
DFEB
$672,654
704.13%
14,200
—
Sold Out
Shares
2026-05-15
Small
Sun Financial Inc
DFEB
$671,848
703.28%
14,183
—
Sold Out
Shares
2026-05-15
Mid
Focus Partners Advisor Solutions, LLC
DFEB
$545,133
570.64%
11,508
—
Sold Out
Shares
2026-05-13
Small
Jaffetilchin Investment Partners, LLC
DFEB
$542,244
567.62%
11,447
—
Sold Out
Shares
2026-05-13
Mega
FIRST TRUST ADVISORS LP
DFEB
$520,691
545.05%
10,992
—
Sold Out
Shares
2026-05-13
Mid
Arkadios Wealth Advisors
DFEB
$518,559
542.82%
10,947
—
Sold Out
Shares
2026-05-18
Mega
JANE STREET GROUP, LLC
DFEB
$458,446
479.90%
9,678
—
Sold Out
Shares
2026-05-12
Small
Glen Eagle Advisors, LLC
DFEB
$445,041
465.87%
9,395
—
Sold Out
Shares
2026-05-15
Mega
AQR CAPITAL MANAGEMENT LLC
DFEB
$439,783
460.36%
9,284
—
Sold Out
Shares
2026-05-15
Micro
Oakmont Advisory Group, LLC
DFEB
$423,108
442.91%
8,932
—
Sold Out
Shares
2026-05-12
Mid
Waverly Advisors, LLC
DFEB
$402,739
421.58%
8,502
—
Sold Out
Shares
2026-05-15
Mid
Advisory Services Network, LLC
DFEB
$320,647
335.65%
6,769
—
Sold Out
Shares
2026-05-15
Micro
WINNOW WEALTH LLC
DFEB
$312,357
326.97%
6,594
—
Sold Out
Shares
2026-05-19
Mega
CITADEL ADVISORS LLC
DFEB
1
$304,115
318.35%
6,420
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Mid
INDEPENDENT FINANCIAL GROUP, LLC
DFEB
$302,552
316.71%
6,387
—
Sold Out
Shares
2026-05-15
Micro
Arrowroot Family Office, LLC
Family Office
DFEB
$286,777
300.20%
6,054
—
Sold Out
Shares
2026-05-15
Small
Triumph Capital Management
DFEB
$236,755
247.83%
4,998
—
Sold Out
Shares
2026-05-13
Small
Regal Investment Advisors LLC
DFEB
$228,560
239.25%
4,825
—
Sold Out
Shares
2026-05-14
Mega
MORGAN STANLEY
DFEB
1
$157,315
164.68%
3,321
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
3,321
$157,315
100.0%
Defined
Large
Rockefeller Capital Management L.P.
DFEB
1
$136,946
143.35%
2,891
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
2,891
$136,946
100.0%
Defined
Mega
BARCLAYS PLC
DFEB
1
$131,593
137.75%
2,778
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BARCLAYS CAPITAL INC.
2,778
$131,593
100.0%
Defined
Small
Signature Equity Partners, LLC
DFEB
$100,661
105.37%
2,125
—
Sold Out
Shares
2026-05-13
Small
SOA Wealth Advisors, LLC.
DFEB
$100,377
105.07%
2,119
—
Sold Out
Shares
2026-05-20
Mega
NATIONAL BANK OF CANADA /FI/
Bank
DFEB
1
$40,264
42.15%
850
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
National Bank Financial Inc.
850
$40,264
100.0%
Defined
Mega
JPMORGAN CHASE & CO
DFEB
1
$40,075
41.95%
846
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
55I, LLC
846
$40,075
100.0%
Other
Mid
Allworth Financial LP
DFEB
$23,685
24.79%
500
—
Sold Out
Shares
2026-05-15
Large
AE Wealth Management LLC
DFEB
$7,342
7.69%
155
—
Sold Out
Shares
2026-05-13
Mid
Smartleaf Asset Management LLC
DFEB
$6,916
7.24%
146
—
Sold Out
Shares
2026-05-15
Mega
BANK OF MONTREAL /CAN/
Bank
DFEB
1
$4,737
4.96%
100
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BMO Bank N.A.
100
$4,737
100.0%
Defined
Mid
Larson Financial Group LLC
DFEB
$3,031
3.17%
64
—
Sold Out
Shares
2026-05-15
No holders match your search.