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

Who are the major shareholders selling WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund stock?

AE WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in DDLS by -39.34% restricting it's holding to 153.06 thousand shares of worth nearly $6.74M. LPL FINANCIAL LLC also lessened -7.11% of the DDLS shares from its portfolio, reducing its holding to 51.28 thousand shares of worth $2.26M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned DDLS shares holding by -0.76% last quarter which brought its holding to 64.73 thousand shares worth $2.85M.

Investors who are buying DDLS stock?

As per its latest 13F filing, LIDO ADVISORS, LLC increased its stake in DDLS by 0.82% in the last quarter. The institutional holder raised its holding to 81.29 thousand shares having worth more than $3.58M. HIGH NOTE WEALTH, LLC also added 1.96% more shares of DDLS to its portfolio, raising its holding to 133.92 thousand shares of worth $5.90M. FLOW TRADERS U.S. LLC also increased its DDLS shares holding by 0.62% which brought its holding to 175.07 thousand shares worth $7.71M.

DDLS's major insiders: who are they?

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

Did an insider recently sell DDLS stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund's stock. Within the last six months, there have been 0 transaction(s) in which DDLS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

How much of DDLS does insiders own?

Around 0 WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund shares are held by insiders, which represents about N/A of DDLS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DDLS?

LIDO ADVISORS, LLC is the largest institutional owner in DDLS which holds 81.29 thousand shares worth $3.58M or 0.86% of the total DDLS shares outstanding followed by HIGH NOTE WEALTH, LLC with ownership of 133.92 thousand shares representing 1.42% of the DDLS ownership. AE WEALTH MANAGEMENT LLC is the third largest stakeholder with 153.06 thousand shares or 1.62% of the ownership worth more than $6.74M.

Is there a short position on DDLS's shares?

Number of DDLS 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 DDLS shares are there?

As of today, null shares of DDLS are outstanding.

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

DDLS 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 DDLS is null.

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) insider trading activity: Get Latest News Today

Q: Which insider recently purchased DDLS stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund insiders have bought stock, totalling 0 shares

Q: Is WisdomTree Dynamic Currency Hedged International SmallCap Equity 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 DDLS is concerned, it is a stock which is optionable.

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. LIDO ADVISORS, LLC is the top corporate investor, holding 81.29K shares valued at $3.58M. A 0.86% stake in WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund is owned by the company. HIGH NOTE WEALTH, LLC owns 133.92K shares valued at $5.90M, which translates its holding of 1.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LIDO ADVISORS, LLC	0.86%	81.29K	3.58M	663	+0.82%
Jun 30, 2026	HIGH NOTE WEALTH, LLC	1.42%	133.92K	5.9M	2.57K	+1.96%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	1.62%	153.06K	6.74M	-99.25K	-39.34%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.85%	175.07K	7.71M	1.08K	+0.62%
Jun 30, 2026	BERKELEY, INC	2%	189.06K	8.33M	4.63K	+2.51%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.26%	213.89K	9.42M	11.25K	+5.55%
Jun 30, 2026	STONEBRIDGE WEALTH MANAGEMENT, LLC	2.4%	227.57K	10.02M	4.98K	+2.24%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	2.7%	255.13K	11.24M	37.31K	+17.13%
Jun 30, 2026	MORGAN STANLEY	0.02%	2.3K	101.3K	1	+0.04%
Jun 30, 2026	HRT FINANCIAL LP	0.06%	6.11K	269K	6.11K	+100.00%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	8.46K	372.64K	3.1K	+57.85%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.12%	10.95K	482.46K	10.95K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.13%	12.11K	533.51K	12.11K	+100.00%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.26%	24.59K	1.08M	977	+4.14%
Jun 30, 2026	JT STRATFORD LLC	0.41%	38.88K	1.71M	1.55K	+4.15%
Jun 30, 2026	CERTUITY, LLC	0.43%	41.05K	1.81M	504	+1.24%
Jun 30, 2026	LPL FINANCIAL LLC	0.54%	51.28K	2.26M	-3.93K	-7.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	64.73K	2.85M	-498	-0.76%
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0%	0	-	-14.59K	-100.00%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0%	0	-	-5.61K	-100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-33	-100.00%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	0	-	-24	-100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-5.72K	-100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-5.39K	-100.00%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0%	20	881	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0%	50	2.2K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	116	5.11K	-6	-4.92%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	148	6.52K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	296	13.04K	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	310	13.66K	-136	-30.49%
Jun 30, 2026	IFP ADVISORS, INC	0%	411	18.11K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	552	24.33K	3	+0.55%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0.01%	629	27.71K	0	0
Jun 30, 2026	FMR LLC	0.01%	673	29.64K	182	+37.07%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.01%	857	37.75K	857	+100.00%
Jun 30, 2026	UBS GROUP AG	0.01%	867	38.19K	0	0
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0.01%	875	38.55K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	56.43K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.68K	73.87K	1.32K	+364.54%
Jun 30, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.02%	1.75K	77.18K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.02%	2.09K	92K	22	+1.07%
Jun 30, 2026	MATHER GROUP, LLC.	0.03%	2.51K	110.61K	2.12K	+542.20%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.06%	6.01K	264.55K	-120	-1.96%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.06%	6.05K	266.36K	-849	-12.31%
Jun 30, 2026	JANE STREET GROUP, LLC	0.29%	27.75K	1.22M	-19.63K	-41.43%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.04%	3.7K	162.99K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.05%	4.7K	206.96K	-4.05K	-46.27%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.04%	3.7K	160.8K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.06%	5.39K	234.29K	413	+8.30%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	549	23.88K	-355	-39.27%
Mar 31, 2026	MEDALLION WEALTH ADVISORS, LLC	0.01%	875	38.03K	0	0
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	24	1K	24	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-7.25K	-100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	0	-	-10	-100.00%
Mar 31, 2026	FRANKLIN RESOURCES INC	0%	0	-	-514	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-672	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	20	869	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	33	1.43K	33	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.09%	8.74K	380.03K	8.74K	+100.00%
Mar 31, 2026	KEY CAPITAL MANAGEMENT, INC	0%	0	-	-15	-100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	50	2.17K	50	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	2.06K	90K	603	+41.27%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	446	19.38K	36	+8.78%
Mar 31, 2026	FMR LLC	0.01%	491	21.35K	98	+24.94%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	122	5.37K	-1	-0.81%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	148	6.43K	148	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	361	15.69K	361	+100.00%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.01%	629	27.7K	0	0
Mar 31, 2026	FRAZIER FINANCIAL ADVISORS, LLC	0.02%	1.75K	76.14K	0	0
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.06%	5.36K	232.9K	0	0
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.06%	5.61K	243.59K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	5.72K	248.61K	-3.73K	-39.50%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.06%	6.13K	266.22K	-776	-11.24%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.07%	6.9K	299.68K	-24	-0.35%
Mar 31, 2026	BERKELEY, INC	1.95%	184.42K	8.02M	5.7K	+3.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.14%	202.64K	8.81M	1.61K	+0.80%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	2.3%	217.82K	9.47M	217.82K	+100.00%
Mar 31, 2026	CWM, LLC	0%	0	-	-329	-100.00%
Mar 31, 2026	STONEBRIDGE WEALTH MANAGEMENT, LLC	2.35%	222.59K	9.67M	-5.99K	-2.62%
Mar 31, 2026		0%	0	-	-15	-100.00%
Mar 31, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0.15%	14.59K	634.08K	-656	-4.30%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.25%	23.61K	1.03M	2	+0.01%
Mar 31, 2026	JT STRATFORD LLC	0.39%	37.34K	1.62M	3.17K	+9.28%
Mar 31, 2026	CERTUITY, LLC	0.43%	40.55K	1.76M	6.15K	+17.88%
Mar 31, 2026	JANE STREET GROUP, LLC	0.5%	47.39K	2.06M	13.23K	+38.75%
Mar 31, 2026	LPL FINANCIAL LLC	0.58%	55.21K	2.4M	-3.7K	-6.28%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	296	12.87K	0	0
Mar 31, 2026	MATHER GROUP, LLC.	0%	391	16.99K	391	+100.00%
Mar 31, 2026	UBS GROUP AG	0.01%	867	37.68K	-270	-23.75%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	55.67K	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	1.84%	173.99K	7.56M	67.65K	+63.61%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	2.67%	252.31K	10.97M	60.49K	+31.54%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	0	-	-80	-100.00%
Mar 31, 2026	LIDO ADVISORS, LLC	0.85%	80.62K	3.5M	4.87K	+6.43%
Mar 31, 2026	HIGH NOTE WEALTH, LLC	1.39%	131.35K	5.71M	2.59K	+2.01%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	65.22K	2.84M	9.58K	+17.22%
Mar 31, 2026	IFP ADVISORS, INC	0%	411	17.86K	0	0
Mar 31, 2026	MORGAN STANLEY	0.02%	2.3K	99.87K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	9.45K	406.34K	2.8K	+41.99%
Dec 31, 2025	JT STRATFORD LLC	0.35%	34.17K	1.47M	2.09K	+6.52%
Dec 31, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.02%	1.75K	75.3K	0	0
Dec 31, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	2.39%	228.58K	9.82M	-6.77K	-2.88%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.03%	201.03K	8.64M	-847	-0.42%
Dec 31, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.16%	15.25K	655.25K	-294	-1.89%
Dec 31, 2025	CITADEL ADVISORS LLC	0.07%	7.25K	311.65K	749	+11.52%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	6.9K	296.64K	-182	-2.57%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	20	860	0	0
Dec 31, 2025		0%	15	645	15	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	10	430	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-352	-100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-4.92K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-27	-100.00%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-8.7K	-100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.93%	191.82K	8.24M	70K	+57.46%
Dec 31, 2025	BERKELEY, INC	1.87%	178.73K	7.68M	7.68K	+4.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.36%	34.15K	1.47M	-22.85K	-40.08%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.25%	23.61K	1.01M	-793	-3.25%
Dec 31, 2025	MORGAN STANLEY	0.02%	2.3K	98.77K	2.2K	+2,198.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	904	38.85K	268	+42.14%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	672	28.88K	-337	-33.40%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.01%	629	27.03K	0	0
Dec 31, 2025	HIGH NOTE WEALTH, LLC	1.35%	128.76K	5.53M	4.21K	+3.38%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.07%	106.34K	4.57M	-10.64K	-9.09%
Dec 31, 2025	LIDO ADVISORS, LLC	0.76%	75.75K	3.26M	3.68K	+5.10%
Dec 31, 2025	LPL FINANCIAL LLC	0.59%	58.91K	2.53M	-2.98K	-4.81%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	55.64K	2.39M	987	+1.81%
Dec 31, 2025	CERTUITY, LLC	0.36%	34.39K	1.48M	12.01K	+53.68%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.07%	6.92K	297.42K	6.92K	+100.00%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.06%	5.61K	240.9K	0	0
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.05%	5.36K	230.33K	5.36K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	4.98K	213.95K	97	+1.99%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.04%	3.7K	159.03K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	1.46K	63K	665	+83.54%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	55.06K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	1.14K	48.87K	270	+31.14%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.01%	514	22.09K	514	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	411	17.67K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	410	17.62K	0	0
Dec 31, 2025	FMR LLC	0%	393	16.88K	261	+197.73%
Dec 31, 2025	CWM, LLC	0%	329	14K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	296	12.72K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	123	5.29K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	80	3.44K	80	+100.00%
Sep 30, 2025	CWM, LLC	0%	329	14K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	410	17.2K	-24	-5.53%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	636	26.66K	-21	-3.20%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	352	14.76K	352	+100.00%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.08%	8.7K	364.88K	8.7K	+100.00%
Sep 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.15%	15.54K	651.74K	-1.07K	-6.44%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.05%	5.61K	235.07K	0	0
Sep 30, 2025	UBS GROUP AG	0.01%	867	36.36K	-14.07K	-94.19%
Sep 30, 2025	CERTUITY, LLC	0.22%	22.38K	938.68K	6.63K	+42.05%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.01%	629	26.32K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	1.01K	42.32K	667	+195.03%
Sep 30, 2025	CITADEL ADVISORS LLC	0.06%	6.5K	272.69K	-14.79K	-69.46%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	6.66K	279K	24	+0.36%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.23%	24.4K	1.02M	3.43K	+16.33%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	54.66K	2.29M	479	+0.88%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.17%	121.82K	5.11M	17.27K	+16.51%
Sep 30, 2025	HIGH NOTE WEALTH, LLC	1.2%	124.55K	5.22M	6.72K	+5.71%
Sep 30, 2025	IFP ADVISORS, INC	0%	411	17.24K	0	0
Sep 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0.02%	1.75K	73.48K	1.32K	+308.39%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-35.63K	-100.00%
Sep 30, 2025	FMR LLC	0%	132	5.53K	1	+0.76%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-1.16K	-100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.04%	3.7K	155.18K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.59%	61.88K	2.6M	-5.89K	-8.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	4.88K	204.71K	-57	-1.15%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.05%	4.92K	206.25K	4.92K	+100.00%
Sep 30, 2025	JT STRATFORD LLC	0.31%	32.07K	1.35M	277	+0.87%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.94%	201.87K	8.47M	14.38K	+7.67%
Sep 30, 2025	MORGAN STANLEY	0%	100	4.19K	0	0
Sep 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	2.28%	235.35K	9.87M	1.22K	+0.52%
Sep 30, 2025	BERKELEY, INC	1.64%	171.05K	7.17M	4.46K	+2.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.4K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	27	1.13K	-2.56K	-98.95%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-5.34K	-100.00%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	7.08K	297.1K	-485	-6.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	796	33K	591	+288.29%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	53.73K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	10	419	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	20	839	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.55%	57K	2.39M	-6.99K	-10.92%
Sep 30, 2025	LIDO ADVISORS, LLC	0.69%	72.07K	3.02M	72.07K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.12%	116.98K	4.91M	80.69K	+222.35%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	123	5.16K	-605	-83.10%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	296	12.42K	0	0
Jun 30, 2025	BERKELEY, INC	1.6%	166.59K	6.58M	110.68K	+197.99%
Jun 30, 2025	CITADEL ADVISORS LLC	0.2%	21.29K	841.03K	21.29K	+100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-1.09K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	10	395	10	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	100	3.95K	-2.58K	-96.27%
Jun 30, 2025	IFP ADVISORS, INC	0%	411	16.23K	0	0
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	434	17.14K	126	+40.91%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	657	25.97K	309	+88.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	4.94K	195.05K	-241	-4.65%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.05%	5.34K	211.01K	-478	-8.21%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.05%	5.61K	221.4K	5.61K	+100.00%
Jun 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0%	0	-	-378	-100.00%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.01%	629	24.85K	0	0
Jun 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.16%	16.61K	587.13K	-146	-0.87%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	296	11.69K	296	+100.00%
Jun 30, 2025	STONEBRIDGE WEALTH MANAGEMENT, LLC	2.25%	234.13K	9.25M	234.13K	+100.00%
Jun 30, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0%	429	16.95K	0	0
Jun 30, 2025	JT STRATFORD LLC	0.31%	31.8K	1.26M	1.64K	+5.43%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	35.63K	1.41M	35.63K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.35%	36.29K	1.43M	-12.41K	-25.48%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	54.18K	2.14M	54.18K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.61%	63.98K	2.53M	-6.89K	-9.72%
Jun 30, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0%	0	-	-4.49K	-100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	728	28.76K	0	0
Jun 30, 2025	CAPITAL A WEALTH MANAGEMENT, LLC	0.01%	927	30.66K	927	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.65%	67.77K	2.68M	-9.95K	-12.80%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	7.57K	298.97K	85	+1.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	11.53K	455.42K	236	+2.09%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	20	790	0	0
Jun 30, 2025	CWM, LLC	0%	329	13K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	342	13.51K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	6.63K	262K	939	+16.49%
Jun 30, 2025	UBS GROUP AG	0.14%	14.94K	589.93K	14.65K	+5,067.82%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.67%	70K	2.76M	4.02K	+6.09%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1%	104.56K	4.13M	13.81K	+15.21%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.16K	45.98K	30	+2.65%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	50.6K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.4K	55.18K	1.4K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.58K	90.4K	2.58K	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.04%	3.7K	146.15K	0	0
Jun 30, 2025	HIGH NOTE WEALTH, LLC	1.13%	117.83K	4.65M	4.65K	+4.11%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.8%	187.5K	7.41M	-2.12K	-1.12%
Jun 30, 2025	CERTUITY, LLC	0.15%	15.76K	622.36K	7.33K	+86.95%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.2%	20.98K	828.67K	1.79K	+9.33%
Jun 30, 2025		0%	0	-	-378	-100.00%
Jun 30, 2025	SOUTHSTATE CORP	0%	0	-	-664	-100.00%
Jun 30, 2025	FMR LLC	0%	131	5.16K	21	+19.09%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	205	8K	39	+23.49%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.01%	1.09K	38.5K	1.09K	+100.00%
Mar 31, 2025	SOUTHSTATE CORP	0.01%	664	23.47K	664	+100.00%
Mar 31, 2025	FISCHER INVESTMENT STRATEGIES, LLC	0%	0	-	-65.81K	-100.00%
Mar 31, 2025		0%	0	-	-17	-100.00%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.62%	65.98K	2.33M	3.79K	+6.10%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	342	12.09K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	166	6K	146	+730.00%
Mar 31, 2025	CWM, LLC	0%	329	12K	329	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	11.29K	399.23K	396	+3.63%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.07%	7.48K	264.56K	217	+2.99%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.06%	5.82K	205.74K	98	+1.71%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	5.7K	201K	5.7K	+100.00%
Mar 31, 2025	ACCENT CAPITAL MANAGEMENT, LLC	0.04%	4.49K	158.76K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	5.18K	183.08K	-2.62K	-33.58%
Mar 31, 2025	IFP ADVISORS, INC	0%	411	14.53K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.67%	70.87K	2.51M	9.54K	+15.56%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	728	25.85K	728	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	20	707	20	+100.00%
Mar 31, 2025	HIGH NOTE WEALTH, LLC	1.07%	113.17K	4M	6.71K	+6.30%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.86%	90.75K	3.21M	-20.02K	-18.07%
Mar 31, 2025	LPL FINANCIAL LLC	0.73%	77.72K	2.75M	-200.13K	-72.03%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.46%	48.7K	1.72M	48.7K	+100.00%
Mar 31, 2025	JT STRATFORD LLC	0.28%	30.16K	1.07M	-1.69K	-5.30%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.18%	19.19K	678.3K	-1.69K	-8.08%
Mar 31, 2025	UBS GROUP AG	0%	289	10.22K	289	+100.00%
Mar 31, 2025	FMR LLC	0%	110	3.89K	16	+17.02%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-11	-100.00%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	308	10.89K	-221	-41.78%
Mar 31, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	0	-	-24	-100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	348	12.29K	318	+1,060.00%
Mar 31, 2025	FRAZIER FINANCIAL ADVISORS, LLC	0%	429	15.17K	9	+2.14%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-2.58K	-100.00%
Mar 31, 2025	CERTUITY, LLC	0.08%	8.43K	297.93K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.03%	3.7K	130.8K	1.2K	+48.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	2.68K	94.89K	1.45K	+117.68%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.28K	45.28K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.13K	40.09K	34	+3.09%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.79%	189.61K	6.7M	2.77K	+1.48%

Frequently Asked Questions