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

Who are the major shareholders selling WisdomTree China ex-State-Owned Enterprises Fund stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in CXSE by -7.05% restricting it's holding to 32.46 thousand shares of worth nearly $1.26M. UBS GROUP AG also lessened -5.48% of the CXSE shares from its portfolio, reducing its holding to 31.47 thousand shares of worth $1.22M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned CXSE shares holding by -63.49% last quarter which brought its holding to 29.91 thousand shares worth $1.16M.

Investors who are buying CXSE stock?

As per its latest 13F filing, AVESTAR CAPITAL, LLC increased its stake in CXSE by 3.24% in the last quarter. The institutional holder raised its holding to 31.87 thousand shares having worth more than $1.24M. ROYAL BANK OF CANADA also added 579.72% more shares of CXSE to its portfolio, raising its holding to 31.24 thousand shares of worth $1.22M. CITADEL ADVISORS LLC also increased its CXSE shares holding by 100% which brought its holding to 13.47 thousand shares worth $523.90K.

CXSE's major insiders: who are they?

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

Did an insider recently sell CXSE stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree China ex-State-Owned Enterprises Fund's stock. Within the last six months, there have been 0 transaction(s) in which CXSE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CXSE stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree China ex-State-Owned Enterprises Fund insiders have bought stock, totalling 0 shares

How much of CXSE does insiders own?

Around 0 WisdomTree China ex-State-Owned Enterprises Fund shares are held by insiders, which represents about N/A of CXSE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CXSE?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in CXSE which holds 32.46 thousand shares worth $1.26M or 0.25% of the total CXSE shares outstanding followed by AVESTAR CAPITAL, LLC with ownership of 31.87 thousand shares representing 0.24% of the CXSE ownership. UBS GROUP AG is the third largest stakeholder with 31.47 thousand shares or 0.24% of the ownership worth more than $1.22M.

Is WisdomTree China ex-State-Owned Enterprises Fund 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 CXSE is concerned, it is a stock which is not optionable.

Is there a short position on CXSE's shares?

Number of CXSE 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 CXSE shares are there?

As of today, null shares of CXSE are outstanding.

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

CXSE 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 CXSE is null.

WisdomTree China ex-State-Owned Enterprises Fund (CXSE) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 32.46K shares valued at $1.26M. A 0.25% stake in WisdomTree China ex-State-Owned Enterprises Fund is owned by the company. AVESTAR CAPITAL, LLC owns 31.87K shares valued at $1.24M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	32.46K	1.26M	-2.46K	-7.05%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.24%	31.87K	1.24M	1K	+3.24%
Jun 30, 2026	UBS GROUP AG	0.24%	31.47K	1.22M	-1.83K	-5.48%
Jun 30, 2026	ROYAL BANK OF CANADA	0.24%	31.24K	1.22M	26.64K	+579.72%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	29.91K	1.16M	-52.03K	-63.49%
Jun 30, 2026	CASTLEKEEP INVESTMENT ADVISORS LLC	0.18%	24.16K	939.19K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.13%	17.13K	666.21K	-984	-5.43%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.11%	15.08K	586.15K	-1.13K	-6.98%
Jun 30, 2026	CITADEL ADVISORS LLC	0.1%	13.47K	523.9K	13.47K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.07%	8.92K	346.62K	-66	-0.73%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	7.82K	304.02K	6K	+329.85%
Jun 30, 2026	HRT FINANCIAL LP	0.05%	6.76K	262K	6.76K	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.05%	6.61K	257.13K	6.61K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	700	27.22K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	656	25.51K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	453	17.61K	-7.31K	-94.16%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	400	15.55K	400	+100.00%
Jun 30, 2026	TOPTIER WEALTH MANAGEMENT, LLC	0%	0	-	-38	-100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-8	-100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-5.82K	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-494.06K	-100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	0	-	-1.31K	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	9	345	9	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.94K	0	0
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	155	6.03K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0%	219	8.52K	219	+100.00%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0%	224	8.67K	224	+100.00%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	225	8.75K	0	0
Jun 30, 2026	FMR LLC	0%	331	12.87K	-300	-47.54%
Jun 30, 2026	GRANVILLE CAPITAL, INC.	0.05%	6.31K	245.45K	11	+0.17%
Jun 30, 2026	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.04%	5.35K	207.9K	0	0
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.03%	3.54K	137.53K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.18K	45.73K	0	0
Jun 30, 2026	DUNHILL FINANCIAL, LLC	0.01%	1K	38.88K	200	+25.00%
Jun 30, 2026	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	37.16K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0%	8	312	8	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0%	616	23.95K	0	0
Jun 30, 2026	ANKERSTAR WEALTH, LLC	0%	549	21.35K	-856	-60.93%
Jun 30, 2026	ACTIVEST WEALTH MANAGEMENT	0%	0	-	-1	-100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.56%	73.85K	2.87M	73.85K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.55%	72.2K	2.81M	-1.17K	-1.59%
Jun 30, 2026	CERITY PARTNERS LLC	0.32%	41.48K	1.61M	225	+0.55%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	225	8.51K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	700	26.47K	0	0
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0.01%	800	30.26K	800	+100.00%
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	36.85K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.18K	44.49K	350	+42.37%
Mar 31, 2026	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.04%	5.35K	202.24K	5.35K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	3.76%	494.06K	18.69M	494.06K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	34.92K	1.32M	-527	-1.49%
Mar 31, 2026	LPL FINANCIAL LLC	0.14%	18.12K	685.28K	-1.2K	-6.19%
Mar 31, 2026	MORGAN STANLEY	0.56%	73.37K	2.78M	-8.02K	-9.86%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	1.31K	49.54K	1.31K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.82K	68.8K	0	0
Mar 31, 2026	CERITY PARTNERS LLC	0.31%	41.26K	1.56M	41.26K	+100.00%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0%	0	-	-6.88K	-100.00%
Mar 31, 2026	Y.D. MORE INVESTMENTS LTD	0%	0	-	-7K	-100.00%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0%	1	27	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	8	303	8	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.89K	0	0
Mar 31, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.03%	3.54K	133.78K	3.54K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	4.6K	174K	-77.97K	-94.43%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	5.82K	220.13K	-14.71K	-71.65%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	7.76K	293.48K	4.89K	+170.25%
Mar 31, 2026	CASTLEKEEP INVESTMENT ADVISORS LLC	0.18%	24.16K	913.6K	-11.23K	-31.74%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.24%	30.87K	1.17M	2.45K	+8.61%
Mar 31, 2026	UBS GROUP AG	0.25%	33.3K	1.26M	-1.68K	-4.81%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.62%	81.94K	3.1M	32.37K	+65.31%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.01%	656	24.81K	0	0
Mar 31, 2026	CWM, LLC	0%	32	1.2K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.07%	8.98K	339.68K	-3.65K	-28.90%
Mar 31, 2026	TOPTIER WEALTH MANAGEMENT, LLC	0%	38	1.44K	38	+100.00%
Mar 31, 2026	ANKERSTAR WEALTH, LLC	0.01%	1.41K	53.14K	-103	-6.83%
Mar 31, 2026	GRANVILLE CAPITAL, INC.	0.05%	6.3K	238.35K	3	+0.05%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.12%	16.21K	612.95K	1.96K	+13.73%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	616	23.3K	-324	-34.47%
Mar 31, 2026	FMR LLC	0%	631	23.88K	-3	-0.47%
Mar 31, 2026		0%	38	1.44K	38	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0%	0	-	-536	-100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-51.58K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-122.45K	-100.00%
Mar 31, 2026	SOL CAPITAL MANAGEMENT CO	0%	0	-	-41.67K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-29.83K	-100.00%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	155	5.86K	0	0
Dec 31, 2025	CWM, LLC	0%	32	1K	1	+3.23%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	940	37.7K	-1.65K	-63.76%
Dec 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	41.15K	0	0
Dec 31, 2025		0.01%	1.51K	60.49K	1.51K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	29.83K	1.2M	29.83K	+100.00%
Dec 31, 2025	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0%	0	-	-29.78K	-100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-4.69K	-100.00%
Dec 31, 2025	WEISS ASSET MANAGEMENT LP	0%	0	-	-56.52K	-100.00%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0%	1	29	0	0
Dec 31, 2025	FMR LLC	0.01%	634	25.43K	5	+0.79%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	1.82K	72.96K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	2.87K	115.18K	1.8K	+168.07%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.06%	6.88K	276.08K	-110	-1.57%
Dec 31, 2025	Y.D. MORE INVESTMENTS LTD	0.06%	7K	280.77K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	12.63K	506.67K	-391	-3.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.12%	14.25K	571.53K	-1.64K	-10.33%
Dec 31, 2025	LPL FINANCIAL LLC	0.17%	19.31K	774.7K	1.72K	+9.76%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	35.45K	1.42M	3.1K	+9.57%
Dec 31, 2025	SOL CAPITAL MANAGEMENT CO	0.36%	41.67K	1.67M	760	+1.86%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0%	536	21.5K	536	+100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.44%	51.58K	2.07M	51.58K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	1.05%	122.45K	4.91M	122.45K	+100.00%
Dec 31, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0%	0	-	-48.7K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.18%	20.53K	823.3K	20.53K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	700	28.08K	-134	-16.07%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	656	26.31K	-15.53K	-95.95%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	225	9.03K	225	+100.00%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.25%	28.42K	1.14M	0	0
Dec 31, 2025	UBS GROUP AG	0.3%	34.98K	1.4M	-25.5K	-42.16%
Dec 31, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.3%	35.39K	1.42M	0	0
Dec 31, 2025	MORGAN STANLEY	0.69%	81.39K	3.26M	14.54K	+21.74%
Dec 31, 2025	ROYAL BANK OF CANADA	0.7%	82.56K	3.31M	17.62K	+27.12%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	49.57K	1.99M	1.34K	+2.78%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	155	6.22K	100	+181.82%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	2.01K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	826	33.13K	826	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.5%	64.95K	2.9M	-16.81K	-20.56%
Sep 30, 2025	MORGAN STANLEY	0.52%	66.86K	2.98M	6.4K	+10.59%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0%	0	-	-85.93K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-11.64K	-100.00%
Sep 30, 2025	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0.23%	29.78K	1.33M	-6.15K	-17.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-196	-100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-11.99K	-100.00%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0%	1	32	-1.84K	-99.95%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	2.23K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	6.99K	311.75K	-1.52K	-17.82%
Sep 30, 2025	Y.D. MORE INVESTMENTS LTD	0.05%	7K	312.06K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.12%	15.89K	708.42K	-522	-3.18%
Sep 30, 2025	CWM, LLC	0%	31	1K	0	0
Sep 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.27%	35.39K	1.58M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-30.96K	-100.00%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.32%	40.91K	1.82M	-7.43K	-15.37%
Sep 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.38%	48.7K	2.17M	-8.95K	-15.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	834	34.08K	-250	-23.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.07K	47.75K	22	+2.10%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	4.69K	209.17K	4.69K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	32.35K	1.44M	23.74K	+275.63%
Sep 30, 2025	WEISS ASSET MANAGEMENT LP	0.44%	56.52K	2.52M	56.52K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.47%	60.48K	2.7M	-5.08K	-7.75%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.82K	81.09K	1.82K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.02%	2.59K	115.64K	2.39K	+1,197.00%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	55	2.45K	0	0
Sep 30, 2025	FMR LLC	0%	629	28.04K	601	+2,146.43%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	48.23K	2.15M	23.11K	+92.04%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	44.12K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	13.02K	580.57K	-756	-5.49%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	16.18K	721.36K	-5.13K	-24.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.14%	17.6K	784.46K	674	+3.98%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.22%	28.42K	1.27M	8.4K	+41.97%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	25.11K	864.17K	17.42K	+226.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-253	-100.00%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.02%	1.84K	63.17K	1.84K	+100.00%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.73%	85.93K	3.21M	-3.83K	-4.27%
Jun 30, 2025	ROYAL BANK OF CANADA	0.69%	81.76K	2.81M	32.7K	+66.67%
Jun 30, 2025	UBS GROUP AG	0.56%	65.55K	2.26M	25.31K	+62.90%
Jun 30, 2025	MORGAN STANLEY	0.51%	60.45K	2.08B	6.14K	+11.31%
Jun 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.49%	57.65K	1.98M	-5.93K	-9.33%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.41%	48.35K	1.66M	-1.82K	-3.62%
Jun 30, 2025	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0.3%	35.93K	1.24M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	30.96K	1.07M	3.16K	+11.36%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	21.31K	733.31K	97	+0.46%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.17%	20.02K	688.89K	0	0
Jun 30, 2025		0.14%	16.41K	564.77K	-1.5K	-8.39%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.1%	11.99K	412.54K	-205.92K	-94.50%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	8.51K	292.8K	8.51K	+100.00%
Jun 30, 2025	Y.D. MORE INVESTMENTS LTD	0.06%	7K	240.87K	0	0
Jun 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.3%	35.39K	1.22M	-1.17K	-3.20%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.14%	16.41K	564.77K	-1.5K	-8.39%
Jun 30, 2025	WHITTIER TRUST CO	0%	0	-	-600	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	11.64K	400.53K	-53.47K	-82.12%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	8.61K	296K	98	+1.15%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.08K	37.3K	-105	-8.83%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.05K	36.1K	-85	-7.50%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	200	6.88K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.72K	0	0
Jun 30, 2025	CWM, LLC	0%	31	1K	0	0
Jun 30, 2025	FMR LLC	0%	28	963	3	+12.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.14%	16.92K	582.33K	391	+2.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.12%	13.78K	474.14K	613	+4.66%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	33.71K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	196	6.74K	196	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	55	1.89K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-4.34K	-100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-14.24K	-100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-290	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.65K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	300	10.21K	200	+200.00%
Mar 31, 2025	Y.D. MORE INVESTMENTS LTD	0.06%	7K	238.28K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	7.7K	261.97K	-127.37K	-94.30%
Mar 31, 2025	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0.31%	35.93K	1.22M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	8.52K	290K	-127.02K	-93.72%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-817	-100.00%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	0%	0	-	-8.88K	-100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-2.61K	-100.00%
Mar 31, 2025	FMR LLC	0%	25	851	-1	-3.85%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.7K	0	0
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	55	1.87K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	200	6.81K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0%	253	8.61K	253	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	13.17K	448.17K	-4.15K	-23.97%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	14.24K	484.87K	14.24K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	16.53K	562.76K	873	+5.58%
Mar 31, 2025	AVESTAR CAPITAL, LLC	0.17%	20.02K	681.48K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	21.21K	722.14K	1.61K	+8.21%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	27.8K	946K	27.8K	+100.00%
Mar 31, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.54%	63.58K	2.16M	-3.81K	-5.66%
Mar 31, 2025	JANE STREET GROUP, LLC	0.55%	65.11K	2.22M	-35.81K	-35.48%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.76%	89.76K	3.06M	-13.07K	-12.71%
Mar 31, 2025	OLD MISSION CAPITAL LLC	1.85%	217.91K	7.42M	184.52K	+552.53%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-34.47K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	49.05K	1.67M	38.02K	+344.80%
Mar 31, 2025	SOL CAPITAL MANAGEMENT CO	0.43%	50.16K	1.71M	-12.16K	-19.51%
Mar 31, 2025	BANK OF NOVA SCOTIA	0%	0	-	-39.9K	-100.00%
Mar 31, 2025	CWM, LLC	0%	31	1K	0	0
Mar 31, 2025		0.15%	17.92K	609.9K	1.97K	+12.32%
Mar 31, 2025	WHITTIER TRUST CO	0.01%	600	20.42K	0	0
Mar 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	33.36K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.13K	38.6K	54	+5.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.19K	40.49K	-150	-11.20%
Mar 31, 2025	UBS GROUP AG	0.34%	40.24K	1.37M	4.73K	+13.32%
Mar 31, 2025	MORGAN STANLEY	0.46%	54.31K	1.85M	2	0.00%
Mar 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	0	-	-75	-100.00%
Mar 31, 2025	AVAII WEALTH MANAGEMENT, LLC	0%	0	-	-147.39K	-100.00%
Mar 31, 2025	OARSMAN CAPITAL, INC.	0%	0	-	-25	-100.00%
Mar 31, 2024	BEAUMONT CAPITAL MANAGEMENT, LLC	0.46%	59.5K	1.57M	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.95%	134.27K	3.54M	134.27K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.23%	32.75K	864K	-8.97K	-21.50%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	66.52K	1.75M	6.12K	+10.13%
Mar 31, 2024	SOL CAPITAL MANAGEMENT CO	0.58%	75.49K	1.99M	15.77K	+26.41%
Mar 31, 2024	JANE STREET GROUP, LLC	3.02%	424.42K	11.2M	336.81K	+384.43%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.3%	168.45K	4.54M	168.43K	+1,295,638.46%
Mar 31, 2024	LM ADVISORS LLC	0%	0	-	-1.36K	-100.00%
Mar 31, 2024	SYON CAPITAL LLC	0%	0	-	-132.97K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-20	-100.00%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-41.43K	-100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-9.08K	-100.00%
Mar 31, 2024	LOGAN CAPITAL MANAGEMENT INC	0%	0	-	-150	-100.00%
Mar 31, 2024	HSBC HOLDINGS PLC	0%	0	-	-8.62K	-100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0%	0	-	-240	-100.00%
Mar 31, 2024	CWM, LLC	0%	30	1K	0	0
Mar 31, 2024	JANICZEK WEALTH MANAGEMENT, LLC	0%	28	739	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.32K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	59	1.56K	0	0
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	55	1.45K	0	0
Mar 31, 2024	FMR LLC	0%	200	5.28K	192	+2,400.00%
Mar 31, 2024		0%	21	546K	0	0
Mar 31, 2024	WHITTIER TRUST CO	0%	600	15.82K	-310	-34.07%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	25.84K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	1.75K	46.11K	260	+17.47%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.49K	65.63K	-4.01K	-61.69%
Mar 31, 2024	Y.D. MORE INVESTMENTS LTD	0.05%	7K	184.66K	0	0
Mar 31, 2024	MORGAN STANLEY	0.55%	77.82K	2.05M	-260.18K	-76.98%
Mar 31, 2024	CLEAR POINT ADVISORS INC.	0%	21	546K	0	0
Mar 31, 2024	RAELIPSKIE PARTNERSHIP	0%	370	9.76K	0	0
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.08%	10.37K	273.67K	-200	-1.89%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	13.06K	345K	-13.28K	-50.41%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.14%	17.78K	468.91K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.16%	21.96K	579.35K	7.66K	+53.51%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.16%	23.15K	610.75K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.17%	21.75K	573.63K	-6.31K	-22.50%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.23%	29.28K	772K	-192.39K	-86.79%
Mar 31, 2024	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0.28%	35.93K	947.83K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	40.47K	1.07M	4.22K	+11.63%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.33%	43.03K	1.14M	-283.31K	-86.81%
Mar 31, 2024	CITADEL ADVISORS LLC	0.39%	54.19K	1.43M	25.32K	+87.70%
Mar 31, 2024	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.43%	55.96K	1.46M	55.96K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.04%	6.49K	181.94K	-782	-10.75%
Dec 31, 2023	Y.D. MORE INVESTMENTS LTD	0.05%	7K	196.14K	0	0
Dec 31, 2023	HSBC HOLDINGS PLC	0.06%	8.62K	241.59K	-184	-2.09%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.06%	9.08K	254.32K	152	+1.70%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.07%	10.57K	296.28K	-117	-1.09%
Dec 31, 2023	LPL FINANCIAL LLC	0.1%	14.31K	400.89K	-5.29K	-26.98%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.12%	17.78K	498.06K	-21K	-54.16%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.16%	23.15K	648.72K	-4.75K	-17.03%
Dec 31, 2023	ROYAL BANK OF CANADA	0.18%	26.33K	738K	-7.77K	-22.77%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.19%	28.06K	786.19K	-2.35K	-7.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	28.87K	808.97K	28.87K	+100.00%
Dec 31, 2023	ATMOS CAPITAL GESTAO DE RECURSOS LTDA.	0.24%	35.93K	1.01M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	36.26K	1.02M	-29.78K	-45.10%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.28%	41.43K	1M	-2.33K	-5.33%
Dec 31, 2023	UBS GROUP AG	0.28%	41.72K	1.17M	-8.64K	-17.15%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	0.4%	59.5K	1.67M	-1.16K	-1.92%
Dec 31, 2023	SOL CAPITAL MANAGEMENT CO	0.4%	59.72K	1.67M	-23.74K	-28.44%
Dec 31, 2023	JANE STREET GROUP, LLC	0.59%	87.61K	2.45M	-173.78K	-66.48%
Dec 31, 2023	FLOW TRADERS U.S. LLC	1.49%	221.67K	6.21M	155.35K	+234.25%
Dec 31, 2023	OLD MISSION CAPITAL LLC	2.19%	326.34K	9.14M	279.13K	+591.29%
Dec 31, 2023	MORGAN STANLEY	2.27%	337.99K	9.47M	-92.71K	-21.53%
Dec 31, 2023	FMR LLC	0%	8	224	8	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0%	13	365	13	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	20	509	0	0
Dec 31, 2023	JANICZEK WEALTH MANAGEMENT, LLC	0%	28	785	0	0
Dec 31, 2023	CWM, LLC	0%	30	1K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	50	1.4K	0	0
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	55	1.54K	55	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	59	1.65K	0	0
Dec 31, 2023	LOGAN CAPITAL MANAGEMENT INC	0%	150	4.18K	150	+100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0%	240	6K	-100	-29.41%
Dec 31, 2023	WHITTIER TRUST CO	0.01%	910	25.5K	0	0
Dec 31, 2023	WHITTIER TRUST CO OF NEVADA INC	0.01%	980	27.46K	0	0
Dec 31, 2023		0.01%	1.36K	38.16K	1.36K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	1.49K	41.69K	-486	-24.62%

Frequently Asked Questions