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

Who are the major shareholders selling Amplify Lithium & Battery Technology ETF stock?

HARBOR ASSET PLANNING, INC., in the last quarter, reduced its stake in BATT by -45.31% restricting it's holding to 1.15 thousand shares of worth nearly $17.74K. CITADEL ADVISORS LLC also lessened -40.52% of the BATT shares from its portfolio, reducing its holding to 18.2 thousand shares of worth $279.73K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned BATT shares holding by -49.8% last quarter which brought its holding to 18.56 thousand shares worth $285.21K.

Investors who are buying BATT stock?

As per its latest 13F filing, SRS CAPITAL ADVISORS, INC. increased its stake in BATT by 100% in the last quarter. The institutional holder raised its holding to 500 shares having worth more than $7.69K. QUBE RESEARCH & TECHNOLOGIES LTD also added 5.92% more shares of BATT to its portfolio, raising its holding to 573 shares of worth $8.81K. BANK OF MONTREAL /CAN/ also increased its BATT shares holding by 486.49% which brought its holding to 651 shares worth $10.01K.

BATT's major insiders: who are they?

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

Did an insider recently sell BATT stock?

Company executives, directors, and other insiders own N/A percent of Amplify Lithium & Battery Technology ETF's stock. Within the last six months, there have been 0 transaction(s) in which BATT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BATT stock?

There have been 0 transaction(s) during the past 6-months in which Amplify Lithium & Battery Technology ETF insiders have bought stock, totalling 0 shares

How much of BATT does insiders own?

Around 0 Amplify Lithium & Battery Technology ETF shares are held by insiders, which represents about N/A of BATT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BATT?

SRS CAPITAL ADVISORS, INC. is the largest institutional owner in BATT which holds 500 shares worth $7.69K or 0.01% of the total BATT shares outstanding followed by NATIONAL BANK OF CANADA /FI/ with ownership of 500 shares representing 0.01% of the BATT ownership. QUBE RESEARCH & TECHNOLOGIES LTD is the third largest stakeholder with 573 shares or 0.01% of the ownership worth more than $8.81K.

Is Amplify Lithium & Battery Technology 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 BATT is concerned, it is a stock which is optionable.

Is there a short position on BATT's shares?

Number of BATT 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 BATT shares are there?

As of today, null shares of BATT are outstanding.

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

BATT 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 BATT is null.

Amplify Lithium & Battery Technology ETF (BATT) 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. SRS CAPITAL ADVISORS, INC. is the top corporate investor, holding 500 shares valued at $7.69K. A 0.01% stake in Amplify Lithium & Battery Technology ETF is owned by the company. NATIONAL BANK OF CANADA /FI/ owns 500 shares valued at $7.69K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.01%	500	7.69K	500	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	500	7.69K	0	0
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	573	8.81K	32	+5.92%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	651	10.01K	540	+486.49%
Jun 30, 2026	IFG ADVISORY, LLC	0.01%	919	14.13K	919	+100.00%
Jun 30, 2026	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.08%	6.08K	93.39K	0	0
Jun 30, 2026	CENTERPOINT ADVISORS, LLC	0.09%	7K	108K	0	0
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.15%	11.95K	183.64K	11.95K	+100.00%
Jun 30, 2026	HARBOR ASSET PLANNING, INC.	0.01%	1.15K	17.74K	-956	-45.31%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.02%	1.3K	19.98K	1.3K	+100.00%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	13.61K	209.11K	13.61K	+100.00%
Jun 30, 2026	BARON FINANCIAL GROUP, LLC	0.17%	13.93K	214.03K	1.05K	+8.11%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	16.08K	247.15K	2.29K	+16.61%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.2%	16.42K	252.41K	16.42K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	18.2K	279.73K	-12.4K	-40.52%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	18.56K	285.21K	-18.41K	-49.80%
Jun 30, 2026	GREAT DIAMOND PARTNERS, LLC	0.28%	22.47K	345.3K	3.92K	+21.10%
Jun 30, 2026	CORDOBA ADVISORY PARTNERS LLC	0.28%	22.61K	345.88K	0	0
Jun 30, 2026	SYNERGY ASSET MANAGEMENT, LLC	0.37%	29.39K	451.72K	29.39K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.37%	29.64K	455.56K	-685	-2.26%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.38%	30.71K	472K	10.83K	+54.46%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	32.68K	503K	11.61K	+55.11%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.44%	35.81K	550.43K	2.03K	+6.01%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.5%	40.37K	620.53K	930	+2.36%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.94%	75.75K	1.16M	10.14K	+15.46%
Jun 30, 2026	LPL FINANCIAL LLC	1.16%	93.02K	1.43M	8K	+9.41%
Jun 30, 2026	FIG FINANCIAL ADVISORY SERVICES INC /ADV	1.16%	93.42K	1.44M	93.42K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.46%	117.17K	1.8M	20.41K	+21.09%
Jun 30, 2026	DAVENPORT & CO LLC	1.54%	124.36K	1.91M	481	+0.39%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1.72%	138.2K	2.12M	117.6K	+570.72%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.85%	631.75K	9.71M	29.77K	+4.95%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0%	114	1.75K	0	0
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	124	1.91K	124	+100.00%
Jun 30, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.02%	1.43K	21.96K	0	0
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.02%	1.75K	26.9K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	2.5K	38.43K	-119	-4.54%
Jun 30, 2026	PHILLIP JAMES CONSULTING CO.	0.02%	1.83K	28.05K	1.83K	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.02%	2K	30.74K	0	0
Jun 30, 2026	MORGAN STANLEY	0.05%	3.82K	58.77K	1.49K	+63.94%
Jun 30, 2026	SHERMAN ASSET MANAGEMENT, INC.	0.05%	4.39K	67.52K	-48	-1.08%
Jun 30, 2026	UBS GROUP AG	0.16%	13.16K	202.27K	5.45K	+70.58%
Jun 30, 2026	HM PAYSON & CO	0%	140	2.15K	0	0
Jun 30, 2026	CITY HOLDING CO	0%	155	2.38K	0	0
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	3.84K	0	0
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0%	306	4.7K	306	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	316	4.86K	-90.62K	-99.65%
Jun 30, 2026	SIMPLEX TRADING, LLC	0%	326	5.01K	-6.59K	-95.29%
Jun 30, 2026	FMR LLC	0%	347	5.34K	150	+76.14%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	408	6.28K	0	0
Jun 30, 2026	ASSET DEDICATION, LLC	0.01%	421	6.47K	0	0
Mar 31, 2026	FMR LLC	0%	197	2.94K	152	+337.78%
Mar 31, 2026	BARON FINANCIAL GROUP, LLC	0.16%	12.88K	191.78K	1.27K	+10.89%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	13.79K	205.31K	476	+3.58%
Mar 31, 2026	CWM, LLC	0.19%	15.16K	225.75K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.49%	39.44K	587.31K	15.68K	+65.97%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	269	4.01K	269	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	1.13%	90.93K	1.35M	90.65K	+31,805.96%
Mar 31, 2026	SHERMAN ASSET MANAGEMENT, INC.	0.06%	4.44K	66.13K	60	+1.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.48%	601.99K	8.96M	214.48K	+55.35%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	0.23%	18.55K	276.22K	604	+3.37%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	19.88K	296.06K	764	+4.00%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0%	233	3.47K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	408	6.09K	7	+1.75%
Mar 31, 2026	FINANCIAL NETWORK WEALTH ADVISORS LLC	0.02%	1.43K	21.28K	1.43K	+100.00%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.02%	1.75K	26.06K	1.75K	+100.00%
Mar 31, 2026	Q3 ASSET MANAGEMENT	1.28%	102.76K	1.53M	1.68K	+1.67%
Mar 31, 2026	DAVENPORT & CO LLC	1.54%	123.88K	1.84M	123.88K	+100.00%
Mar 31, 2026	HM PAYSON & CO	0%	140	2.09K	0	0
Mar 31, 2026	CITY HOLDING CO	0%	155	2.31K	0	0
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	541	8.06K	-262	-32.63%
Mar 31, 2026	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.08%	6.08K	90.47K	0	0
Mar 31, 2026	SIMPLEX TRADING, LLC	0.09%	6.92K	103.04K	3.65K	+111.43%
Mar 31, 2026	UBS GROUP AG	0.1%	7.72K	114.88K	-960	-11.07%
Mar 31, 2026	CORDOBA ADVISORY PARTNERS LLC	0.28%	22.61K	330.17K	-16.42K	-42.07%
Mar 31, 2026	CENTERPOINT ADVISORS, LLC	0.09%	7K	104K	7K	+100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.06%	4.73K	70.39K	0	0
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0%	100	1.49K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	114	1.7K	0	0
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	3.72K	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.26%	20.61K	306.81K	20.61K	+100.00%
Mar 31, 2026		0.28%	22.61K	330.17K	-16.42K	-42.07%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	29.1K	433.3K	11.8K	+68.21%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.38%	30.32K	451.53K	8.11K	+36.51%
Mar 31, 2026	CITADEL ADVISORS LLC	0.38%	30.6K	455.63K	12.7K	+70.95%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	63	938	63	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.42%	33.78K	503.03K	20.94K	+163.13%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.81%	65.6K	976.84K	25.87K	+65.11%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.86%	69.49K	1.04M	69.49K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.06%	85.02K	1.27M	-2.76K	-3.14%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.2%	96.77K	1.44M	8.57K	+9.71%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-10.07K	-100.00%
Mar 31, 2026	SECURE ASSET MANAGEMENT, LLC	0%	0	-	-12.82K	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-140	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-19.49K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-70	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	13	-1	-50.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0%	13	196	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	111	1.65K	-1.45K	-92.87%
Mar 31, 2026	HARBOR ASSET PLANNING, INC.	0.03%	2.11K	31.43K	876	+70.99%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	260	3.87K	-2.25K	-89.63%
Mar 31, 2026	ASSET DEDICATION, LLC	0.01%	421	6.27K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	500	7.45K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.02%	2K	29.78K	0	0
Mar 31, 2026	MORGAN STANLEY	0.03%	2.33K	34.73K	-2.7K	-53.69%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	2.62K	39.39K	119	+4.76%
Mar 31, 2026	ROYAL BANK OF CANADA	0.26%	21.07K	314K	-1.2K	-5.38%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	340	5.06K	340	+100.00%
Dec 31, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.09%	6.08K	83.85K	0	0
Dec 31, 2025	CITY HOLDING CO	0%	155	2.14K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	140	1.93K	140	+100.00%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0%	100	1.38K	100	+100.00%
Dec 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.18%	12.82K	176.96K	12.82K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.07%	5.04K	69.5K	-282	-5.30%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.05%	3.27K	45.17K	3.11K	+1,920.37%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	3.45K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.42%	387.51K	5.35M	273.41K	+239.62%
Dec 31, 2025	Q3 ASSET MANAGEMENT	1.41%	101.08K	1.39M	101.08K	+100.00%
Dec 31, 2025	SHERMAN ASSET MANAGEMENT, INC.	0.06%	4.38K	60.46K	-2.4K	-35.42%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.04%	2.51K	34.61K	2.51K	+100.00%
Dec 31, 2025	ASSET DEDICATION, LLC	0.01%	421	5.81K	0	0
Dec 31, 2025	HM PAYSON & CO	0%	140	1.93K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	114	1.57K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	100	1.38K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	25	1	+100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-37.59K	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-21.1K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-269	-100.00%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-30	-100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.23%	88.2K	1.22M	-4.92K	-5.29%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	2.5K	34.5K	2.5K	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.03%	2K	27.6K	0	0
Dec 31, 2025	FMR LLC	0%	45	621	45	+100.00%
Dec 31, 2025		0.55%	39.03K	539.49K	39.03K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	23.77K	327.96K	21.27K	+850.60%
Dec 31, 2025	ROYAL BANK OF CANADA	0.31%	22.27K	307K	4.47K	+25.08%
Dec 31, 2025	GREAT DIAMOND PARTNERS, LLC	0.25%	17.95K	247.67K	17.95K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	17.3K	238.74K	17.3K	+100.00%
Dec 31, 2025	CWM, LLC	0.21%	15.16K	209K	277	+1.86%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	13.31K	183.72K	13.31K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	10.07K	138.99K	-2.55K	-20.17%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.07%	4.73K	65.23K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	1.23%	87.78K	1.21M	13.48K	+18.15%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.56%	39.73K	548.32K	39.73K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.25%	17.8K	245.64K	17.8K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.31%	22.21K	306.55K	620	+2.87%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	19.49K	269K	19.49K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	19.12K	263.81K	3.58K	+23.03%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	70	966	70	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	13	179	0	0
Dec 31, 2025	UBS GROUP AG	0.12%	8.68K	119.72K	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.18%	12.84K	177.18K	968	+8.15%
Dec 31, 2025	BARON FINANCIAL GROUP, LLC	0.16%	11.62K	160.29K	11.62K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.02%	1.56K	21.47K	0	0
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0.02%	1.23K	17.03K	0	0
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	803	11.08K	-197	-19.70%
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.01%	506	6.98K	306	+153.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	500	6.9K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	401	5.54K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	285	3.93K	0	0
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0%	233	3.22K	233	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.03%	1.56K	20.21K	1.45K	+1,301.80%
Sep 30, 2025	UBS GROUP AG	0.14%	8.68K	112.69K	-26.52K	-75.35%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.2%	11.87K	154.21K	11.87K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	11	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	3.25K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	269	3.49K	269	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.09%	5.32K	69.08K	200	+3.91%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	15.54K	194.2K	4.38K	+39.25%
Sep 30, 2025	ROYAL BANK OF CANADA	0.3%	17.81K	231K	4.32K	+32.03%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	12.62K	163.9K	344	+2.80%
Sep 30, 2025	CWM, LLC	0.25%	14.88K	193K	4.75K	+46.92%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.63%	37.59K	488.32K	-21.63K	-36.52%
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	162	2K	162	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	285	3.7K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.9%	114.1K	1.48M	99.98K	+708.20%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	500	6.49K	0	0
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0.02%	1.23K	16.03K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-62	-100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	0	-	-125	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-24.77K	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-114	-100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	13	171	-1.11K	-98.84%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	30	390	30	+100.00%
Sep 30, 2025	HM PAYSON & CO	0%	140	1.82K	0	0
Sep 30, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.1%	6.08K	78.93K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	21.59K	280.5K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0%	0	-	-384	-100.00%
Sep 30, 2025	RIDGEWOOD INVESTMENTS LLC	0%	0	-	-191	-100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0.01%	421	5.47K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.03%	2K	25.98K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	2.5K	32.48K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.08%	4.73K	61.4K	0	0
Sep 30, 2025	SHERMAN ASSET MANAGEMENT, INC.	0.11%	6.78K	88.12K	-5.14K	-43.13%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.55%	93.12K	1.21M	-3.97K	-4.09%
Sep 30, 2025	LPL FINANCIAL LLC	1.24%	74.29K	965.08K	-246.65K	-76.85%
Sep 30, 2025	CITADEL ADVISORS LLC	0.17%	10.3K	133.8K	10.3K	+100.00%
Sep 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	200	2.6K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-82.99K	-100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	401	5.22K	401	+100.00%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	1K	12.99K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-10.12K	-100.00%
Sep 30, 2025	NAPA WEALTH MANAGEMENT	0.51%	30.35K	394.29K	30.35K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.35%	21.1K	274K	21.1K	+100.00%
Sep 30, 2025	CITY HOLDING CO	0%	155	2.01K	-400	-72.07%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-23.72K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	100	1.3K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	114	1.48K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.36%	21.59K	201.68K	-2K	-8.48%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	285	2.66K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	5.41%	320.94K	3M	156.89K	+95.63%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-31.41K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	1K	9.34K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	2.5K	23.35K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	11.16K	104.21K	1.57K	+16.31%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.4%	23.72K	221.55K	23.72K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.42%	24.77K	231.31K	7.96K	+47.40%
Jun 30, 2025	UBS GROUP AG	0.59%	35.2K	328.76K	6.6K	+23.06%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.64%	97.09K	906.86K	-5.32K	-5.19%
Jun 30, 2025	HUGHES FINANCIAL SERVICES, LLC	0%	0	-	-108	-100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-1.03K	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-16.7K	-100.00%
Jun 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0%	0	-	-5.47K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-217	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	62	579	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	114	1.06K	0	0
Jun 30, 2025	RIDGEWOOD INVESTMENTS LLC	0%	191	1.78K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	200	1.87K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	2.34K	0	0
Jun 30, 2025	CX INSTITUTIONAL	0.01%	384	4K	0	0
Jun 30, 2025	ASSET DEDICATION, LLC	0.01%	421	3.93K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	500	4.66K	0	0
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0.02%	1.23K	11.52K	1.23K	+100.00%
Jun 30, 2025	SHERMAN ASSET MANAGEMENT, INC.	0.2%	11.93K	111.41K	-2.21K	-15.61%
Jun 30, 2025		0%	0	-	-108	-100.00%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0%	0	-	-70	-100.00%
Jun 30, 2025	PACIFICA PARTNERS INC.	0%	0	-	-500	-100.00%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0%	0	-	-500	-100.00%
Jun 30, 2025	US BANCORP \DE\	0%	114	1.07K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.02%	1.12K	10.48K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.03%	2K	18.68K	0	0
Jun 30, 2025	MORGAN STANLEY	0.09%	5.12K	47.81K	-37	-0.72%
Jun 30, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.1%	6.08K	56.75K	0	0
Jun 30, 2025	CWM, LLC	0.17%	10.13K	95K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.23%	13.49K	126K	2.09K	+18.36%
Jun 30, 2025	OLD MISSION CAPITAL LLC	1%	59.22K	553.14K	21.3K	+56.16%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.4%	82.99K	775.1K	9.51K	+12.94%
Jun 30, 2025	CITY HOLDING CO	0.01%	555	5.18K	0	0
Jun 30, 2025	HM PAYSON & CO	0%	140	1.31K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.08%	4.73K	44.15K	-1.53K	-24.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	10.12K	95K	-1.49K	-12.82%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	12.27K	114.63K	-738	-5.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	14.12K	131.86K	-1.05K	-6.95%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	6	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	100	934	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	111	1.04K	0	0
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	125	1.17K	125	+100.00%
Mar 31, 2025	DUNHILL FINANCIAL, LLC	0%	70	1.1K	-70	-50.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	100	835	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.27%	16.8K	140.29K	-37.95K	-69.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	15.17K	126.69K	-499	-3.18%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	13.01K	108.64K	-716	-5.22%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.1%	6.26K	52.25K	-488	-7.24%
Mar 31, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.09%	5.47K	45.68K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	5.36K	44.79K	-4.42K	-45.16%
Mar 31, 2025	MORGAN STANLEY	0.08%	5.16K	43.05K	-2.06K	-28.56%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	2.5K	20.88K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.03%	2K	16.7K	0	0
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.02%	1.12K	9.41K	0	0
Mar 31, 2025	SIMPLEX TRADING, LLC	0.02%	1.03K	8K	1.03K	+100.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	1K	8.35K	818	+449.45%
Mar 31, 2025	CITY HOLDING CO	0.01%	555	4.63K	0	0
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	200	1.67K	0	0
Mar 31, 2025	RIDGEWOOD INVESTMENTS LLC	0%	191	1.6K	0	0
Mar 31, 2025	HM PAYSON & CO	0%	140	1.17K	0	0
Mar 31, 2025	US BANCORP \DE\	0%	114	952	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	114	949	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	111	927	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	62	518	0	0
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.61%	37.92K	316.67K	13.59K	+55.85%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	6	-42	-97.67%
Mar 31, 2025	FMR LLC	0%	0	-	-27	-100.00%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0%	0	-	-500	-100.00%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-750	-100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.66%	102.41K	854.79K	-5.18K	-4.81%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.19%	73.48K	613.53K	-80.59K	-52.31%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.51%	31.41K	262K	-71.8K	-69.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	9.59K	80.1K	162	+1.72%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	500	4.18K	0	0
Mar 31, 2025	HHM WEALTH ADVISORS, LLC	0.01%	500	4.18K	500	+100.00%
Mar 31, 2025	PACIFICA PARTNERS INC.	0.01%	500	3.99K	0	0
Mar 31, 2025	ASSET DEDICATION, LLC	0.01%	421	3.52K	0	0
Mar 31, 2025	CX INSTITUTIONAL	0.01%	384	3K	384	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	23.59K	197K	-15.93K	-40.30%
Mar 31, 2025		0%	108	906	108	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	217	1.82K	217	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	250	2.09K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	285	2.38K	-40	-12.31%
Mar 31, 2025	CWM, LLC	0.16%	10.13K	85K	-1.19K	-10.52%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	11.39K	96K	5.03K	+78.90%
Mar 31, 2025	TWIN LAKES CAPITAL MANAGEMENT, LLC	0.1%	6.08K	50.74K	0	0
Mar 31, 2025	UBS GROUP AG	0.46%	28.6K	238.84K	8.71K	+43.76%
Mar 31, 2025	LPL FINANCIAL LLC	2.65%	164.05K	1.37M	4.65K	+2.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	11.61K	97K	-2K	-14.66%

Frequently Asked Questions