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

Who are the major shareholders selling Global X - DAX Germany ETF stock?

STRAIT & SOUND WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in DAX by -3.5% restricting it's holding to 13.74 thousand shares of worth nearly $606.91K. GLOBAL VIEW CAPITAL MANAGEMENT LLC also lessened -35.82% of the DAX shares from its portfolio, reducing its holding to 16.4 thousand shares of worth $724.44K. SPIRE WEALTH MANAGEMENT also shunned DAX shares holding by -52.63% last quarter which brought its holding to 450 shares worth $19.88K.

Investors who are buying DAX stock?

As per its latest 13F filing, OPENARC CORPORATE ADVISORY, LLC increased its stake in DAX by 100% in the last quarter. The institutional holder raised its holding to 12.51 thousand shares having worth more than $552.37K. JANE STREET GROUP, LLC also added 26.51% more shares of DAX to its portfolio, raising its holding to 14.65 thousand shares of worth $647.15K. MERCER GLOBAL ADVISORS INC /ADV also increased its DAX shares holding by 100% which brought its holding to 675 shares worth $29.81K.

DAX's major insiders: who are they?

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

Did an insider recently sell DAX stock?

Company executives, directors, and other insiders own N/A percent of Global X - DAX Germany ETF's stock. Within the last six months, there have been 0 transaction(s) in which DAX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DAX stock?

There have been 0 transaction(s) during the past 6-months in which Global X - DAX Germany ETF insiders have bought stock, totalling 0 shares

How much of DAX does insiders own?

Around 0 Global X - DAX Germany ETF shares are held by insiders, which represents about N/A of DAX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DAX?

STRAIT & SOUND WEALTH MANAGEMENT LLC is the largest institutional owner in DAX which holds 13.74 thousand shares worth $606.91K or 0.26% of the total DAX shares outstanding followed by OPENARC CORPORATE ADVISORY, LLC with ownership of 12.51 thousand shares representing 0.24% of the DAX ownership. JANE STREET GROUP, LLC is the third largest stakeholder with 14.65 thousand shares or 0.28% of the ownership worth more than $647.15K.

Is Global X - DAX Germany 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 DAX is concerned, it is a stock which is optionable.

Is there a short position on DAX's shares?

Number of DAX 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 DAX shares are there?

As of today, null shares of DAX are outstanding.

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

DAX 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 DAX is null.

Global X - DAX Germany ETF (DAX) 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. STRAIT & SOUND WEALTH MANAGEMENT LLC is the top corporate investor, holding 13.74K shares valued at $606.91K. A 0.26% stake in Global X - DAX Germany ETF is owned by the company. OPENARC CORPORATE ADVISORY, LLC owns 12.51K shares valued at $552.37K, 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	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.26%	13.74K	606.91K	-499	-3.50%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	0.24%	12.51K	552.37K	12.51K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.28%	14.65K	647.15K	3.07K	+26.51%
Jun 30, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.31%	16.4K	724.44K	-9.16K	-35.82%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	675	29.81K	675	+100.00%
Jun 30, 2026	LFA - LUGANO FINANCIAL ADVISORS SA	0.01%	645	28.49K	0	0
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.01%	450	19.88K	-500	-52.63%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0%	202	8.92K	-315	-60.93%
Jun 30, 2026	BELVEDERE TRADING LLC	0%	200	8.83K	200	+100.00%
Jun 30, 2026	SIGNATUREFD, LLC	0%	125	5.52K	-221	-63.87%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	125	5.51K	124	+12,400.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0%	114	5.02K	92	+418.18%
Jun 30, 2026	WHITTIER TRUST CO	0%	100	4.58K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.15%	7.61K	336.12K	-290	-3.67%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	223	9.86K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0%	235	10.38K	235	+100.00%
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0.01%	321	14.18K	0	0
Jun 30, 2026	BLUECREST CAPITAL MANAGEMENT LTD	0%	86	3.8K	86	+100.00%
Jun 30, 2026	UBS GROUP AG	0.02%	841	37.15K	380	+82.43%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.02%	875	38.59K	0	0
Jun 30, 2026	MORGAN STANLEY	0.02%	1.05K	46.35K	0	0
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.03%	1.49K	65.8K	1.49K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	6.45K	284.7K	-133	-2.02%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.13%	6.89K	304.43K	544	+8.57%
Jun 30, 2026	NIKULSKI FINANCIAL, INC.	0.33%	17.15K	761.42K	-495	-2.81%
Jun 30, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.43%	22.55K	1.01M	-26.25K	-53.79%
Jun 30, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.23%	11.8K	520.97K	1.72K	+17.12%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.13%	7.01K	309.44K	-2.4K	-25.52%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.09%	4.75K	209.89K	-587	-10.99%
Jun 30, 2026	IFP ADVISORS, INC	0.07%	3.87K	171.11K	0	0
Jun 30, 2026	FMR LLC	0.07%	3.54K	156.3K	2.51K	+243.59%
Jun 30, 2026	US BANCORP \DE\	0.04%	1.95K	86.22K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.03%	1.71K	75.31K	0	0
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.03%	1.48K	65.3K	-7.44K	-83.43%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	7K	309.37K	-58.68K	-89.34%
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	12%	627.8K	27.73M	9.19K	+1.49%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	50.79K	0	0
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.43%	22.73K	1M	629	+2.85%
Jun 30, 2026	ROYAL BANK OF CANADA	0.52%	27.17K	1.2M	1.15K	+4.40%
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.56%	29.44K	1.3M	18.15K	+160.80%
Jun 30, 2026	FINANCIAL SENSE ADVISORS, INC.	0.64%	33.4K	1.48M	-4.32K	-11.45%
Jun 30, 2026	GENESEE CAPITAL ADVISORS, LLC	0.69%	35.89K	1.59M	-2.44K	-6.35%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.72%	37.92K	1.67M	439	+1.17%
Jun 30, 2026	ADVISORS CAPITAL MANAGEMENT, LLC	1.27%	66.43K	2.93M	66.43K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	1.55%	80.93K	3.57M	2.13K	+2.70%
Jun 30, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	1.62%	84.95K	3.73M	7.04K	+9.04%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	2.45%	128.41K	5.67M	128.41K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	2.76%	144.43K	6.38M	12.89K	+9.80%
Jun 30, 2026	Y.D. MORE INVESTMENTS LTD	3.22%	168.37K	7.43M	18.48K	+12.33%
Mar 31, 2026	STIFEL FINANCIAL CORP	0%	0	-	-4.83K	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.41K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	30	1	+100.00%
Mar 31, 2026	INVESTORS RESEARCH CORP	0%	28	1.2K	0	0
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	70	2.95K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	223	9.41K	223	+100.00%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.02%	798	33.64K	0	0
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.02%	875	37.26K	875	+100.00%
Mar 31, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.27%	14.24K	600.36K	337	+2.42%
Mar 31, 2026	HRT FINANCIAL LP	0.28%	14.78K	623K	14.78K	+100.00%
Mar 31, 2026	NIKULSKI FINANCIAL, INC.	0.34%	17.64K	743.7K	10.69K	+153.81%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.42%	22.1K	931.61K	1.87K	+9.22%
Mar 31, 2026	MORGAN STANLEY	0.02%	1.05K	44.27K	48	+4.80%
Mar 31, 2026	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.49%	25.56K	1.08M	-3.79K	-12.93%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	48.48K	0	0
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.22%	11.29K	475.99K	11.29K	+100.00%
Mar 31, 2026	FINANCIAL SENSE ADVISORS, INC.	0.72%	37.72K	1.59M	-664	-1.73%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.93%	48.8K	2.06M	48.8K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.25%	65.68K	2.77M	-12.12K	-15.58%
Mar 31, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	1.49%	77.91K	3.26M	25.66K	+49.11%
Mar 31, 2026	LPL FINANCIAL LLC	1.51%	78.8K	3.32M	-13.26K	-14.41%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	5.28K	222.48K	5.28K	+100.00%
Mar 31, 2026		0.01%	321	13.53K	321	+100.00%
Mar 31, 2026	US BANCORP \DE\	0.04%	1.95K	82.3K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	6K	252.96K	-1.8K	-23.08%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.18%	9.41K	396.56K	-306	-3.15%
Mar 31, 2026	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.19%	10.07K	424.61K	-11	-0.11%
Mar 31, 2026	GTS SECURITIES LLC	0.21%	10.97K	462.37K	10.97K	+100.00%
Mar 31, 2026	Y.D. MORE INVESTMENTS LTD	2.86%	149.89K	6.26M	6.33K	+4.41%
Mar 31, 2026	FLOW TRADERS U.S. LLC	2.51%	131.54K	5.55M	44.97K	+51.94%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11.82%	618.61K	26.08M	9.29K	+1.53%
Mar 31, 2026	WHITTIER TRUST CO	0%	100	4.28K	0	0
Mar 31, 2026	UBS GROUP AG	0.01%	461	19.44K	461	+100.00%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.02%	950	40.05K	0	0
Mar 31, 2026	VANGUARD ADVISERS INC	0%	80	3.37K	80	+100.00%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.1%	5.34K	225.09K	-295	-5.24%
Mar 31, 2026	SIGNATUREFD, LLC	0.01%	346	14.59K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.12%	6.35K	267.66K	6.35K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	6.58K	277.37K	-11.17K	-62.93%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.46%	24.03K	1.01M	1.75K	+7.84%
Mar 31, 2026	ROYAL BANK OF CANADA	0.5%	26.03K	1.1M	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.72%	37.48K	1.58M	-6.63K	-15.03%
Mar 31, 2026	GENESEE CAPITAL ADVISORS, LLC	0.73%	38.32K	1.62M	-1.64K	-4.10%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.01%	517	21.8K	282	+120.00%
Mar 31, 2026	LFA - LUGANO FINANCIAL ADVISORS SA	0.01%	645	27.19K	192	+42.38%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.17%	8.92K	376.17K	-212	-2.32%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.15%	7.9K	333.06K	960	+13.83%
Mar 31, 2026	VALUE INVESTMENT PROFESSIONALS, LLC	0.11%	5.53K	297.61K	5.53K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.07%	3.87K	163.33K	3.87K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.03%	1.71K	71.88K	0	0
Mar 31, 2026	FMR LLC	0.02%	1.03K	43.42K	-275	-21.07%
Mar 31, 2026	MEDALLION WEALTH ADVISORS, LLC	0.01%	321	13.53K	321	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.22%	11.58K	488.3K	-48.2K	-80.63%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.71%	89.35K	3.77M	-637	-0.71%
Mar 31, 2026	COMMONWEALTH RETIREMENT INVESTMENTS LLC	0%	0	-	-50	-100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0%	0	-	-5.55K	-100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-300	-100.00%
Mar 31, 2026	LYELL WEALTH MANAGEMENT, LP	0%	0	-	-4.5K	-100.00%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0%	0	-	-4.51K	-100.00%
Mar 31, 2026	SCOTIA CAPITAL INC.	0%	0	-	-31.34K	-100.00%
Mar 31, 2026	LAFFER TENGLER INVESTMENTS	0%	0	-	-5.29K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-807	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	1%	59.78K	2.73M	-29.41K	-32.97%
Dec 31, 2025	HAMILTON WEALTH, LLC	3.25%	193.16K	8.81M	4.1K	+2.17%
Dec 31, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0.01%	453	20.67K	193	+74.23%
Dec 31, 2025	SIGNATUREFD, LLC	0.01%	346	15.79K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	300	13.69K	300	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	235	10.72K	214	+1,019.05%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.88%	52.25K	2.36M	0	0
Dec 31, 2025	FINANCIAL SENSE ADVISORS, INC.	0.65%	38.39K	1.75M	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.37%	22.28K	1.02M	2.7K	+13.76%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.34%	20.23K	922.99K	20.23K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	17.75K	809.71K	-593	-3.23%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.23%	13.9K	634.26K	755	+5.74%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.16%	9.71K	443.07K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.12%	6.9K	314.78K	-1.4K	-16.87%
Dec 31, 2025	LAFFER TENGLER INVESTMENTS	0.09%	5.29K	241.47K	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.08%	5.07K	231.21K	-235	-4.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	4.83K	220.49K	-21.51K	-81.66%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.08%	4.51K	205.91K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	807	107.11K	707	+707.00%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	798	36.41K	0	0
Dec 31, 2025	SCOTIA CAPITAL INC.	0.53%	31.34K	1.43M	31.34K	+100.00%
Dec 31, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.49%	29.35K	1.34M	-7.3K	-19.93%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.09%	5.63K	257.03K	-517	-8.41%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.09%	5.55K	253.31K	-202	-3.51%
Dec 31, 2025	US BANCORP \DE\	0.03%	1.95K	89.05K	0	0
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	1.48K	67.41K	1.48K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.02%	1K	45.68K	0	0
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.02%	975	44.48K	975	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.02%	950	43.34K	400	+72.73%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	26.03K	1.19M	-675	-2.53%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	10.16K	463.46K	10.16K	+100.00%
Dec 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.17%	10.08K	459.94K	-22	-0.22%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.15%	9.13K	416.72K	-400	-4.20%
Dec 31, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.14%	8.09K	369.15K	-307	-3.66%
Dec 31, 2025	NIKULSKI FINANCIAL, INC.	0.12%	6.95K	317.14K	6.95K	+100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.12%	6.94K	316.61K	6.94K	+100.00%
Dec 31, 2025	MARSHALL WACE, LLP	0.1%	6.16K	281.2K	1.34K	+27.78%
Dec 31, 2025	FMR LLC	0.02%	1.31K	59.54K	103	+8.57%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.71K	77.78K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	4.41K	201.19K	4.41K	+100.00%
Dec 31, 2025	LYELL WEALTH MANAGEMENT, LP	0.08%	4.5K	205.06K	0	0
Dec 31, 2025	COMMONWEALTH RETIREMENT INVESTMENTS LLC	0%	50	2.28K	50	+100.00%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	70	3.19K	0	0
Dec 31, 2025	WHITTIER TRUST CO	0%	100	4.64K	0	0
Dec 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.67%	39.96K	1.82M	-1.61K	-3.87%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	22	1K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	1.55%	92.06K	4.2M	8.72K	+10.47%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	52.46K	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-3.25K	-100.00%
Dec 31, 2025	COMERICA BANK	0%	0	-	-144	-100.00%
Dec 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0%	0	-	-3	-100.00%
Dec 31, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0%	0	-	-940	-100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-5.4K	-100.00%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-43.92K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-2.13K	-100.00%
Dec 31, 2025	INVESTORS RESEARCH CORP	0%	28	1.29K	28	+100.00%
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	10.24%	609.31K	27.8M	-13.62K	-2.19%
Dec 31, 2025	Y.D. MORE INVESTMENTS LTD	2.41%	143.56K	6.56M	17.03K	+13.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	89.99K	4.11M	84.31K	+1,484.63%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.45%	86.57K	3.95M	81.25K	+1,526.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.3%	77.8K	3.55M	-9.43K	-10.81%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	44.11K	2.01M	7.83K	+21.58%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.05%	3.25K	145.48K	108	+3.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	26.7K	1.2M	675	+2.59%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	550	24.61K	250	+83.33%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	300	13.43K	300	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.56%	36.28K	1.62M	2.24K	+6.59%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0.08%	5.29K	236.86K	-2.52K	-32.28%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	51.46K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0%	0	-	-187	-100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-3.5K	-100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	0	-	-2K	-100.00%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0%	0	-	-28.79K	-100.00%
Sep 30, 2025	BELVEDERE TRADING LLC	0%	0	-	-6.5K	-100.00%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0%	0	-	-67.8K	-100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-2.46K	-100.00%
Sep 30, 2025	COPIA WEALTH MANAGEMENT	0%	0	-	-121	-100.00%
Sep 30, 2025	OPTIMA CAPITAL LLC	0%	0	-	-9.22K	-100.00%
Sep 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.16%	10.1K	452.15K	67	+0.67%
Sep 30, 2025	UBS GROUP AG	0.03%	2.13K	95.27K	2.13K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.03%	1.95K	87.35K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.71K	76.3K	1.48K	+668.02%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.09%	5.76K	257.54K	5.76K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	5.68K	254K	1.13K	+24.81%
Sep 30, 2025	MORGAN STANLEY	0.02%	1K	44.8K	0	0
Sep 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.01%	940	42K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	798	35.71K	0	0
Sep 30, 2025	LFA - LUGANO FINANCIAL ADVISORS SA	0%	260	11.64K	260	+100.00%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.2%	13.15K	588.37K	-13	-0.10%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.15%	9.71K	434.61K	1.02K	+11.77%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.15%	9.53K	426.67K	3.89K	+68.77%
Sep 30, 2025	CITADEL ADVISORS LLC	0.13%	8.3K	371.43K	8.3K	+100.00%
Sep 30, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.13%	8.4K	375.88K	724	+9.43%
Sep 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.11%	6.98K	312.4K	0	0
Sep 30, 2025	SIGNATUREFD, LLC	0.01%	346	15.48K	221	+176.80%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.1%	6.15K	275.26K	-526	-7.88%
Sep 30, 2025	FMR LLC	0.02%	1.2K	53.77K	403	+50.44%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.7%	44.94K	2.01M	-2.66K	-5.59%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	200	8.95K	0	0
Sep 30, 2025	HAMILTON WEALTH, LLC	2.94%	189.06K	8.46M	-1.19K	-0.62%
Sep 30, 2025	JANE STREET GROUP, LLC	1.39%	89.19K	3.99M	23.19K	+35.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.36%	87.24K	3.89M	2.93K	+3.48%
Sep 30, 2025	FINANCIAL SENSE ADVISORS, INC.	0.6%	38.39K	1.72M	152	+0.40%
Sep 30, 2025	COMERICA BANK	0%	144	6.44K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0%	100	4.56K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	100	4.48K	100	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	70	3.13K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	22	982	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	21	940	11	+110.00%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	9.69%	622.93K	27.88M	-4.61K	-0.73%
Sep 30, 2025	Y.D. MORE INVESTMENTS LTD	1.97%	126.53K	5.66M	27.08K	+27.23%
Sep 30, 2025	LPL FINANCIAL LLC	1.3%	83.34K	3.73M	2.1K	+2.58%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.81%	52.25K	2.31M	52.25K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.68%	43.92K	1.97M	-3.24K	-6.86%
Sep 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.65%	41.57K	1.86M	-73	-0.18%
Sep 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.57%	36.66K	1.64M	19.53K	+114.06%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.41%	26.35K	1.18M	-36.25K	-57.91%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.3%	19.59K	876.53K	483	+2.53%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	18.34K	820.79K	819	+4.67%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	5.4K	241.52K	5.4K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.08%	5.32K	238K	-100.81K	-94.98%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	5.3K	237.31K	-8	-0.15%
Sep 30, 2025	MARSHALL WACE, LLP	0.08%	4.82K	215.87K	-27.79K	-85.21%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.07%	4.51K	201.98K	5	+0.11%
Sep 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.07%	4.5K	201.15K	0	0
Sep 30, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.23%	15K	671.25K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	3.14K	141.22K	3.14K	+100.00%
Jun 30, 2025	US BANCORP \DE\	0.03%	1.95K	87.7K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.03%	2K	89.86K	0	0
Jun 30, 2025	BELVEDERE TRADING LLC	0.02%	1.47K	66.23K	1.47K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.19%	84.3K	3.79M	82.62K	+4,915.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	4.55K	204K	4.55K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	17.52K	787.31K	17.52K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	26.03K	1.17M	-142.11K	-84.52%
Jun 30, 2025	FMR LLC	0.01%	799	35.9K	799	+100.00%
Jun 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.01%	940	42K	940	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	51.67K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	1.28K	57.55K	42	+3.39%
Jun 30, 2025	MASCAGNI WEALTH MANAGEMENT, INC.	0.11%	7.68K	344.84K	7.68K	+100.00%
Jun 30, 2025	OPTIMA CAPITAL LLC	0.13%	9.22K	418.13K	9.22K	+100.00%
Jun 30, 2025	GLOBAL VIEW CAPITAL MANAGEMENT LLC	0.24%	17.12K	769.38K	17.12K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	5.31K	238.62K	5.31K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.09%	6.3K	282K	6.3K	+100.00%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.09%	6.68K	300K	6.68K	+100.00%
Jun 30, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.1%	6.98K	313.66K	6.98K	+100.00%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.27%	19.1K	858.33K	601	+3.25%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.48%	34.03K	1.53M	25.41K	+294.73%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	2.46K	110.53K	2.46K	+100.00%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	798	35.85K	0	0
Jun 30, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.21%	15K	673.95K	5K	+50.00%
Jun 30, 2025		0.11%	7.68K	344.84K	7.68K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	5.2K	233.64K	-2.3K	-30.67%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.05%	3.5K	157K	3.22K	+1,185.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.06%	4.19K	188.35K	4.19K	+100.00%
Jun 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.06%	4.5K	201.96K	4.5K	+100.00%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.06%	4.51K	202.59K	4.51K	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.08%	5.65K	253.83K	3.74K	+196.54%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.1%	7.25K	325.74K	7.25K	+100.00%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0.11%	7.82K	351.17K	945	+13.75%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.12%	8.69K	390.4K	8.69K	+100.00%
Jun 30, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.14%	10.04K	450.96K	0	0
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.19%	13.16K	591.32K	682	+5.47%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.41%	28.79K	1.29M	-47.77K	-62.40%
Jun 30, 2025	FINANCIAL SENSE ADVISORS, INC.	0.54%	38.24K	1.72M	38.24K	+100.00%
Jun 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.59%	41.64K	1.87M	2.19K	+5.55%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.88%	62.6K	2.81M	37.29K	+147.32%
Jun 30, 2025	JANE STREET GROUP, LLC	0.93%	66K	2.97M	-37.75K	-36.38%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.96%	67.8K	3.04M	67.8K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	1.15%	81.24K	3.65M	-24.06K	-22.85%
Jun 30, 2025	Y.D. MORE INVESTMENTS LTD	1.4%	99.46K	4.46M	27.92K	+39.02%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.5%	106.13K	4.77M	106.13K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	2.06%	145.91K	6.56M	126.45K	+650.01%
Jun 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0%	3	135	3	+100.00%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.86%	627.54K	28.2M	-12.63K	-1.97%
Jun 30, 2025	WHITTIER TRUST CO	0%	100	4.49K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0%	187	8.4K	187	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	200	8.99K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	222	9.97K	222	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	1K	45.01K	-2.72K	-73.12%
Jun 30, 2025	MARSHALL WACE, LLP	0.46%	32.61K	1.47M	32.61K	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.67%	47.16K	2.12M	47.16K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	22	988	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	300	13.48K	300	+100.00%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.02%	1.24K	48.44K	-28	-2.21%
Mar 31, 2025	CWM, LLC	0.03%	1.55K	61K	1.55K	+100.00%
Mar 31, 2025	US BANCORP \DE\	0.04%	1.95K	76.32K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	200	7.82K	200	+100.00%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.04%	2K	78.84K	2K	+100.00%
Mar 31, 2025	COMERICA BANK	0.05%	2.53K	99.08K	2.39K	+1,659.72%
Mar 31, 2025	MORGAN STANLEY	0.07%	3.72K	145.65K	2.72K	+272.03%
Mar 31, 2025	LAFFER TENGLER INVESTMENTS	0.13%	6.87K	268.66K	0	0
Mar 31, 2025	KOHMANN BOSSHARD FINANCIAL SERVICES, LLC	0.2%	10.04K	392.45K	13	+0.13%
Mar 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.24%	12.48K	487.93K	12.48K	+100.00%
Mar 31, 2025	ABOUND WEALTH MANAGEMENT	0%	0	-	-30	-100.00%
Mar 31, 2025	WHITTIER TRUST CO	0%	100	3.91K	0	0
Mar 31, 2025	SIMPLEX TRADING, LLC	0.01%	272	10K	272	+100.00%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.02%	798	31.2K	0	0
Mar 31, 2025	CIBC WORLD MARKET INC.	0.25%	12.86K	502.63K	12.86K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	17.95K	701.96K	6.61K	+58.33%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.36%	18.5K	723.46K	581	+3.24%
Mar 31, 2025	GTS SECURITIES LLC	0.38%	19.45K	760.65K	19.45K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.49%	25.31K	989.58K	-349	-1.36%
Mar 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.77%	39.45K	1.54M	39.45K	+100.00%
Mar 31, 2025	Y.D. MORE INVESTMENTS LTD	1.4%	71.54K	2.8M	71.54K	+100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	1.49%	76.56K	2.99M	76.56K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	2.02%	103.75K	4.06M	83.54K	+413.32%
Mar 31, 2025	LPL FINANCIAL LLC	2.05%	105.3K	4.12M	21.29K	+25.34%
Mar 31, 2025	ROYAL BANK OF CANADA	3.28%	168.13K	6.57M	168.11K	+672,424.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-195	-100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	22	860	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.04%	1.91K	74.5K	-115	-5.69%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.68K	65.73K	300	+21.72%
Mar 31, 2025	CITADEL ADVISORS LLC	0.15%	7.5K	293.25K	7.5K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.17%	8.62K	337.12K	8.62K	+100.00%
Mar 31, 2025	NICHOLAS HOFFMAN & COMPANY, LLC.	0.2%	10K	391K	10K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	4.69%	240.33K	9.4M	-66.76K	-21.74%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	12.49%	640.17K	25.03M	-23.18K	-3.49%
Mar 31, 2025	NBC SECURITIES, INC.	0%	253	9	253	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	256	10.01K	256	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.15K	44.97K	150	+15.00%

Frequently Asked Questions