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

Who are the major shareholders selling Columbia Research Enhanced Emerging Economies ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in ECON by -10.45% restricting it's holding to 6.96 thousand shares of worth nearly $252.44K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -16.29% of the ECON shares from its portfolio, reducing its holding to 7.86 thousand shares of worth $285.06K. CIBC BANCORP USA INC. also shunned ECON shares holding by -3.35% last quarter which brought its holding to 26.43 thousand shares worth $958.17K.

Investors who are buying ECON stock?

As per its latest 13F filing, MERCER GLOBAL ADVISORS INC /ADV increased its stake in ECON by 100% in the last quarter. The institutional holder raised its holding to 1.08 thousand shares having worth more than $39.15K. FMR LLC also added 37.98% more shares of ECON to its portfolio, raising its holding to 1.19 thousand shares of worth $43.05K. ADVISOR GROUP HOLDINGS, INC. also increased its ECON shares holding by 142.97% which brought its holding to 2.23 thousand shares worth $80.79K.

ECON's major insiders: who are they?

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

Did an insider recently sell ECON stock?

Company executives, directors, and other insiders own N/A percent of Columbia Research Enhanced Emerging Economies ETF's stock. Within the last six months, there have been 0 transaction(s) in which ECON insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ECON stock?

There have been 0 transaction(s) during the past 6-months in which Columbia Research Enhanced Emerging Economies ETF insiders have bought stock, totalling 0 shares

How much of ECON does insiders own?

Around 0 Columbia Research Enhanced Emerging Economies ETF shares are held by insiders, which represents about N/A of ECON stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ECON?

MERCER GLOBAL ADVISORS INC /ADV is the largest institutional owner in ECON which holds 1.08 thousand shares worth $39.15K or 0.01% of the total ECON shares outstanding followed by FMR LLC with ownership of 1.19 thousand shares representing 0.01% of the ECON ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 2.23 thousand shares or 0.02% of the ownership worth more than $80.79K.

Is Columbia Research Enhanced Emerging Economies 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 ECON is concerned, it is a stock which is optionable.

Is there a short position on ECON's shares?

Number of ECON 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 ECON shares are there?

As of today, null shares of ECON are outstanding.

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

ECON 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 ECON is null.

Columbia Research Enhanced Emerging Economies ETF (ECON) 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. MERCER GLOBAL ADVISORS INC /ADV is the top corporate investor, holding 1.08K shares valued at $39.15K. A 0.01% stake in Columbia Research Enhanced Emerging Economies ETF is owned by the company. FMR LLC owns 1.19K shares valued at $43.05K, 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	MERCER GLOBAL ADVISORS INC /ADV	0.01%	1.08K	39.15K	1.08K	+100.00%
Jun 30, 2026	FMR LLC	0.01%	1.19K	43.05K	327	+37.98%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.23K	80.79K	1.31K	+142.97%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	2.64K	94.64K	1.22K	+85.14%
Jun 30, 2026	MCF ADVISORS LLC	0.03%	3.26K	117.99K	3.26K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.04%	3.76K	136.37K	3.76K	+100.00%
Jun 30, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.06%	5.63K	203.9K	5.63K	+100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.06%	5.63K	203.98K	5.63K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.07%	6.96K	252.44K	-813	-10.45%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	7.86K	285.06K	-1.53K	-16.29%
Jun 30, 2026	CIBC BANCORP USA INC.	0.26%	26.43K	958.17K	-916	-3.35%
Jun 30, 2026	ROYAL BANK OF CANADA	0.35%	35.75K	1.3M	-287	-0.80%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.77%	78.4K	2.84M	26.16K	+50.09%
Jun 30, 2026	MORGAN STANLEY	2.58%	264.12K	9.57M	-21.39K	-7.49%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.43%	453.48K	16.44M	1.54K	+0.34%
Jun 30, 2026	LPL FINANCIAL LLC	29.46%	3.02M	109.32M	-369.3K	-10.91%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	46.61%	4.77M	172.94M	2.76K	+0.06%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.02%	1.85K	67.03K	0	0
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-466	-100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-14.92K	-100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-19.24K	-100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-26.47K	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-48.12K	-100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0%	17	616	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	616	0	0
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0%	41	1.49K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	51	1.85K	0	0
Jun 30, 2026	CREWE ADVISORS LLC	0%	80	2.9K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	96	3.48K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	112	4.06K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	120	4.38K	0	0
Jun 30, 2026	JOHNSON FINANCIAL GROUP, INC.	0%	149	5.4K	149	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0%	167	6.07K	-216	-56.40%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0%	227	8.23K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	275	9.97K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0%	300	10.88K	0	0
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0%	352	12.76K	-66	-15.79%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	392	14.21K	392	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	537	19.47K	0	0
Jun 30, 2026	WHITTIER TRUST CO	0.01%	550	19.67K	0	0
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	599	19.27K	527	+731.94%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.01%	750	27K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.04K	37.86K	1.04K	+100.00%
Mar 31, 2026	WHITTIER TRUST CO	0.01%	550	15.9K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.15%	14.92K	428.89K	-2.23K	-13.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-312	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	96	2.77K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	917	26.38K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.01%	1.43K	39.92K	1.33K	+1,371.13%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.02%	1.85K	53.14K	-200	-9.76%
Mar 31, 2026	UBS GROUP AG	0.08%	7.78K	223.51K	-11.6K	-59.86%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	9.39K	269.98K	9.39K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.19%	19.24K	553K	19.24K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.26%	26.47K	760.86K	26.47K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	36.03K	1.04M	70	+0.19%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.47%	48.12K	1.38M	48.12K	+100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.51%	52.24K	1.5M	13.33K	+34.25%
Mar 31, 2026	MORGAN STANLEY	2.79%	285.51K	8.21M	140.73K	+97.21%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	46.58%	4.77M	137.04M	-118	0.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	383	11.01K	383	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	466	13.39K	466	+100.00%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.01%	750	22K	0	0
Mar 31, 2026	FMR LLC	0.01%	861	24.75K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	112	3.22K	32	+40.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	120	3.48K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0%	227	6.52K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	537	15.43K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	33.07%	3.39M	97.29M	1.13M	+49.81%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0%	0	-	-230.31K	-100.00%
Mar 31, 2026		0%	0	-	-8.72K	-100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	275	7.9K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-11.28K	-100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	17	489	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	72	2.07K	72	+100.00%
Mar 31, 2026	CREWE ADVISORS LLC	0%	80	2.3K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	489	0	0
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0%	41	1.18K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	51	1.47K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.42%	451.94K	12.99M	24.75K	+5.79%
Mar 31, 2026	KARNIT ROAD ACCIDENT VICTIMS COMPENSATION FUND	0%	0	-	-8.72K	-100.00%
Mar 31, 2026	MEDALLION WEALTH ADVISORS, LLC	0%	418	12.01K	-477	-53.30%
Mar 31, 2026	CIBC BANCORP USA INC.	0.27%	27.35K	786.01K	27.35K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	300	8.62K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	51	1.39K	0	0
Dec 31, 2025	CREWE ADVISORS LLC	0%	80	2.19K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	80	2.2K	79	+7,900.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	275	7.52K	0	0
Dec 31, 2025	JOHNSON FINANCIAL GROUP, INC.	0%	0	-	-231	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-8.26K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.7K	-100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-19.5K	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	97	2.65K	0	0
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	750	20K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.16K	31.8K	1	+0.09%
Dec 31, 2025	ROYAL BANK OF CANADA	0.43%	35.96K	983K	574	+1.62%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.12%	427.2K	11.68M	-8.05K	-1.85%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	2.76%	230.31K	6.29M	230.31K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.74%	144.78K	3.96M	-3.08K	-2.08%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	537	14.68K	0	0
Dec 31, 2025	WHITTIER TRUST CO	0.01%	550	15.64K	0	0
Dec 31, 2025	FMR LLC	0.01%	861	23.53K	335	+63.69%
Dec 31, 2025		0.01%	895	24.46K	-4	-0.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	57.2%	4.77M	130.32M	-47	0.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	120	3.31K	2	+1.69%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	300	8.2K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	312	8.53K	312	+100.00%
Dec 31, 2025	COMERICA BANK	0%	380	10.39K	-11	-2.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	917	25.09K	-359	-28.13%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	96	2.62K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	227	6.2K	0	0
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.02%	2.05K	56K	210	+11.42%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	11.28K	308.31K	1.53K	+15.74%
Dec 31, 2025	LPL FINANCIAL LLC	27.11%	2.26M	61.76M	-32.43K	-1.42%
Dec 31, 2025	JANE STREET GROUP, LLC	0.21%	17.15K	468.76K	-20.56K	-54.51%
Dec 31, 2025	UBS GROUP AG	0.23%	19.37K	529.46K	-462	-2.33%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.33%	27.35K	747.45K	2.71K	+11.02%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.47%	38.91K	1.06M	-26.12K	-40.16%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	17	465	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	465	0	0
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0%	41	1.12K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	35.39K	938K	-2.03K	-5.42%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	54.61%	4.77M	126.46M	4.77M	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.98%	435.25K	11.54M	-18.02K	-3.97%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.09%	8.26K	219K	-15.15K	-64.72%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	300	7.96K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	275	7.29K	0	0
Sep 30, 2025	MORGAN STANLEY	1.69%	147.86K	3.92M	-3.23K	-2.14%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.74%	65.03K	1.72M	29.46K	+82.85%
Sep 30, 2025	JANE STREET GROUP, LLC	0.44%	37.71K	999.99K	-12.01K	-24.16%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	13.7K	363.38K	-1.23K	-8.21%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	9.75K	258.49K	9.72K	+42,278.26%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.02%	1.84K	48.76K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0.01%	550	14.81K	0	0
Sep 30, 2025	FMR LLC	0.01%	526	13.95K	526	+100.00%
Sep 30, 2025	COMERICA BANK	0%	391	10.37K	0	0
Sep 30, 2025	JOHNSON FINANCIAL GROUP, INC.	0%	231	6.13K	231	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	51	1.35K	0	0
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	41	1.1K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	451	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	17	451	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	24	-499	-99.80%
Sep 30, 2025	PINNACLE BANCORP, INC.	0%	0	-	-585	-100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	227	6.02K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	118	3.15K	118	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	97	2.54K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	26.25%	2.29M	60.79M	354.08K	+18.27%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.28K	32.27K	33	+2.65%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.16K	30.82K	185	+18.94%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	537	14.24K	151	+39.12%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	96	2.55K	0	0
Sep 30, 2025	CREWE ADVISORS LLC	0%	80	2.12K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-10.5K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.23%	19.84K	526.02K	-8.03K	-28.82%
Sep 30, 2025		0.28%	24.64K	653.32K	24.64K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	19.5K	517.14K	19.5K	+100.00%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	750	20K	0	0
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.28%	24.64K	653.32K	377	+1.55%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.66%	23.41K	561K	9.44K	+67.62%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	1.24K	29.84K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.68%	24.26K	581.58K	10.21K	+72.73%
Jun 30, 2025	OLD MISSION CAPITAL LLC	1%	35.56K	852.58K	14.25K	+66.86%
Jun 30, 2025	ROYAL BANK OF CANADA	1.06%	37.42K	897K	-2.05K	-5.19%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	0	-	-126	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	17	408	0	0
Jun 30, 2025		0%	41	983	41	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	51	1.22K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	97	2.32K	51	+110.87%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	275	6.59K	5	+1.85%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	977	23.42K	977	+100.00%
Jun 30, 2025	MORGAN STANLEY	4.26%	151.09K	3.62B	-29.71K	-16.43%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.02%	750	18K	0	0
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	0	-	-332	-100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	386	9.25K	0	0
Jun 30, 2025	COMERICA BANK	0.01%	391	9.37K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	12.79%	453.27K	10.87M	2.55K	+0.57%
Jun 30, 2025	LPL FINANCIAL LLC	54.69%	1.94M	46.46M	-156.09K	-7.45%
Jun 30, 2025	JANE STREET GROUP, LLC	1.4%	49.72K	1.19M	2.81K	+5.99%
Jun 30, 2025	UBS GROUP AG	0.79%	27.87K	668.06K	628	+2.31%
Jun 30, 2025	CITADEL ADVISORS LLC	0.48%	17.11K	410.13M	-101.34K	-85.56%
Jun 30, 2025	NORTHERN TRUST CORP	0.3%	10.5K	251.73K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	96	2.3K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	227	5.44K	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	300	7.19K	0	0
Jun 30, 2025	WHITTIER TRUST CO	0.02%	550	13.18K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	500	12K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	14.93K	357.89K	378	+2.60%
Jun 30, 2025	PINNACLE BANCORP, INC.	0.02%	585	14.03K	0	0
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.05%	1.84K	44.08K	0	0
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0%	41	983	41	+100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-103	-100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-298	-100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	408	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	23	551	23	+100.00%
Jun 30, 2025	CREWE ADVISORS LLC	0%	80	1.92K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	14.55K	317.05K	-58.93K	-80.20%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-362	-100.00%
Mar 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.01%	332	7.23K	-150	-31.12%
Mar 31, 2025	CITADEL ADVISORS LLC	3.33%	118.44K	2.58M	87.25K	+279.76%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	1.24K	27.12K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.39%	13.96K	304K	13.96K	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.01%	300	6.54K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	227	4.95K	0	0
Mar 31, 2025	WHITTIER TRUST CO	0.02%	550	11.98K	0	0
Mar 31, 2025	PINNACLE BANCORP, INC.	0.02%	585	12.75K	0	0
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.4%	14.04K	269.5K	-9.05K	-39.19%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.6%	21.31K	464.39K	-249.8K	-92.14%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.05K	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-500	-100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-88	-100.00%
Mar 31, 2025	CREWE ADVISORS LLC	0%	80	1.74K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	96	2.1K	96	+100.00%
Mar 31, 2025	UBS GROUP AG	0.77%	27.24K	593.49K	-2.94K	-9.73%
Mar 31, 2025	ROYAL BANK OF CANADA	1.11%	39.46K	860K	364	+0.93%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	103	2.24K	103	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	270	5.88K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	500	10.91K	-127	-20.26%
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	126	2.75K	22	+21.15%
Mar 31, 2025	FMR LLC	0.01%	298	6.49K	281	+1,652.94%
Mar 31, 2025	NORTHERN TRUST CORP	0.3%	10.5K	228.8K	0	0
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.05%	1.84K	40.06K	1.84K	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	17	370	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	370	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	46	1K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	51	1.11K	0	0
Mar 31, 2025	MORGAN STANLEY	5.09%	180.8K	3.94M	-13.26K	-6.83%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	12.69%	450.72K	9.82M	-99.66K	-18.11%
Mar 31, 2025	LPL FINANCIAL LLC	58.95%	2.09M	45.63M	-9K	-0.43%
Mar 31, 2025	JANE STREET GROUP, LLC	1.32%	46.91K	1.02M	16.51K	+54.32%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.02%	750	16K	0	0
Mar 31, 2025	COMERICA BANK	0.01%	391	8.52K	23	+6.25%
Mar 31, 2025	PRIVATE TRUST CO NA	0.01%	386	8.41K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-50	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	2.39%	70.12K	1.44M	-20.3K	-22.45%
Mar 31, 2024	MORGAN STANLEY	7.6%	223.33K	4.59M	-33.07K	-12.90%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	18.17%	533.69K	10.98M	-113.45K	-17.53%
Mar 31, 2024	FMR LLC	0%	17	341	-22	-56.41%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	350	0	0
Mar 31, 2024	CREWE ADVISORS LLC	0%	80	1.65K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	227	4.67K	-9	-3.81%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	270	5.55K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.01%	300	6.17K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	342	7.04K	0	0
Mar 31, 2024	COMERICA BANK	0.01%	379	7.8K	158	+71.49%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.02%	482	9.91K	0	0
Mar 31, 2024	WHITTIER TRUST CO	0.02%	600	12.34K	0	0
Mar 31, 2024	PINNACLE BANCORP, INC.	0.03%	685	14.09K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.04%	1.05K	21.6K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	6.66K	137.09K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.4%	11.71K	240.95K	178	+1.54%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.61%	16.54K	340.37K	-768	-4.44%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.72%	19.61K	403K	-73.25K	-78.89%
Mar 31, 2024	CITADEL ADVISORS LLC	0.79%	23.08K	474.78K	23.08K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.87%	25.48K	524.14K	2.28K	+9.80%
Mar 31, 2024	ALTFEST L J & CO INC	0.97%	26.43K	544K	-488	-1.81%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	1.22%	33.43K	688K	19.78K	+144.92%
Mar 31, 2024	ROYAL BANK OF CANADA	1.48%	43.51K	895K	-2.35K	-5.13%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.51%	73.62K	1.51M	2.82K	+3.98%
Mar 31, 2024	GARNER ASSET MANAGEMENT CORP	0%	0	-	-344	-100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	500	10.29K	0	0
Mar 31, 2024	NORTHERN TRUST CORP	1.52%	44.5K	915.41K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	3.22%	87.94K	1.81M	-1.5K	-1.68%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	3.27%	95.89K	1.98M	11.65K	+13.83%
Mar 31, 2024	UBS GROUP AG	9.49%	278.82K	5.74M	-6.39K	-2.24%
Mar 31, 2024	OLD MISSION CAPITAL LLC	1.61%	44.03K	905.72K	30.49K	+225.18%
Dec 31, 2023	MORGAN STANLEY	8.97%	256.4K	5.35M	-126.02K	-32.95%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.4%	11.54K	240.57K	576	+5.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.23%	6.66K	138.99K	-1.32K	-16.53%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.04%	1.05K	21.9K	0	0
Dec 31, 2023	WHITTIER TRUST CO	0.02%	600	12.51K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	500	10.43K	0	0
Dec 31, 2023	WHITTIER TRUST CO OF NEVADA INC	0.02%	482	10.05K	-50	-9.40%
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0.01%	344	4.24K	344	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	342	7.13K	-73	-17.59%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.01%	300	6.26K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.01%	270	5.63K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	236	4.72K	0	0
Dec 31, 2023	COMERICA BANK	0.01%	221	4.61K	-161	-42.15%
Dec 31, 2023	CREWE ADVISORS LLC	0%	80	1.67K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	51	1.06K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	50	1.04K	50	+100.00%
Dec 31, 2023	FMR LLC	0%	39	805	39	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	355	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	22.64%	647.13K	13.5M	153.64K	+31.13%
Dec 31, 2023	UBS GROUP AG	9.98%	285.21K	5.95M	-11.36K	-3.83%
Dec 31, 2023	PINNACLE BANCORP, INC.	0.02%	685	14.29K	0	0
Dec 31, 2023	CAPITAL ADVISORS, LTD. LLC	0.48%	13.65K	285K	13.65K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.61%	17.3K	361.63K	16.09K	+1,322.94%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.47%	13.54K	282.39K	-64.52K	-82.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.81%	23.2K	483.94K	6.72K	+40.79%
Dec 31, 2023	ALTFEST L J & CO INC	0.94%	26.92K	561K	-1.42K	-5.00%
Dec 31, 2023	NORTHERN TRUST CORP	1.56%	44.5K	928.08K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	1.61%	45.87K	956K	-4.07K	-8.15%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	2.95%	84.24K	1.76M	-22.78K	-21.29%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	3.13%	89.44K	1.87M	89.44K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	3.16%	90.42K	1.89M	68.96K	+321.41%
Dec 31, 2023	FLOW TRADERS U.S. LLC	3.25%	92.86K	1.94M	-20.78K	-18.29%

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