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

Who are the major shareholders selling iShares MSCI Ireland ETF stock?

UBS ASSET MANAGEMENT AMERICAS INC, in the last quarter, reduced its stake in EIRL by -100% restricting it's holding to 0 shares of worth nearly -. CREATIVE FINANCIAL DESIGNS INC /ADV also lessened -69.87% of the EIRL shares from its portfolio, reducing its holding to 188 shares of worth $14.71K. MEDALLION WEALTH ADVISORS, LLC also shunned EIRL shares holding by -32.78% last quarter which brought its holding to 283 shares worth $18.79K.

Investors who are buying EIRL stock?

As per its latest 13F filing, COVESTOR LTD increased its stake in EIRL by 9.09% in the last quarter. The institutional holder raised its holding to 12 shares having worth more than $1.00K. MERCER GLOBAL ADVISORS INC /ADV also added 100% more shares of EIRL to its portfolio, raising its holding to 133 shares of worth $10.42K. ROYAL BANK OF CANADA also increased its EIRL shares holding by 317.19% which brought its holding to 534 shares worth $42.00K.

EIRL's major insiders: who are they?

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

Did an insider recently sell EIRL stock?

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

Which insider recently purchased EIRL stock?

There have been 0 transaction(s) during the past 6-months in which iShares MSCI Ireland ETF insiders have bought stock, totalling 0 shares

How much of EIRL does insiders own?

Around 0 iShares MSCI Ireland ETF shares are held by insiders, which represents about N/A of EIRL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EIRL?

UBS ASSET MANAGEMENT AMERICAS INC is the largest institutional owner in EIRL which holds 0 shares worth - or 0% of the total EIRL shares outstanding followed by COVESTOR LTD with ownership of 12 shares representing 0% of the EIRL ownership. MANCHESTER CAPITAL MANAGEMENT LLC is the third largest stakeholder with 70 shares or 0.01% of the ownership worth more than $5.49K.

Is iShares MSCI Ireland 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 EIRL is concerned, it is a stock which is not optionable.

Is there a short position on EIRL's shares?

Number of EIRL 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 EIRL shares are there?

As of today, null shares of EIRL are outstanding.

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

EIRL 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 EIRL is null.

iShares MSCI Ireland ETF (EIRL) 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. UBS ASSET MANAGEMENT AMERICAS INC is the top corporate investor, holding 0 shares valued at -. A 0% stake in iShares MSCI Ireland ETF is owned by the company. COVESTOR LTD owns 12 shares valued at $1.00K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-5	-100.00%
Jun 30, 2026	COVESTOR LTD	0%	12	1K	1	+9.09%
Jun 30, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	5.49K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	133	10.42K	133	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	188	14.71K	-436	-69.87%
Jun 30, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	14.97K	0	0
Jun 30, 2026	MEDALLION WEALTH ADVISORS, LLC	0.03%	283	18.79K	-138	-32.78%
Jun 30, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	400	31.74K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	534	42K	406	+317.19%
Jun 30, 2026	HILLTOP HOLDINGS INC.	3.04%	28.35K	2.22M	28.35K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.71%	25.2K	1.97M	8.98K	+55.34%
Jun 30, 2026	ABRDN PLC	2.53%	23.58K	1.85M	-1.37K	-5.49%
Jun 30, 2026	FINER WEALTH MANAGEMENT, INC.	2.24%	20.84K	1.63M	242	+1.18%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	2.15%	20K	1.57M	-700	-3.38%
Jun 30, 2026	TEXAS YALE CAPITAL CORP.	1.39%	12.9K	1.01M	0	0
Jun 30, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	1.22%	11.39K	892.36K	0	0
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.21%	11.27K	883K	-7.81K	-40.92%
Jun 30, 2026	MORGAN STANLEY	1.14%	10.64K	833.52K	-1.57K	-12.88%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.05%	9.79K	766.99K	125	+1.29%
Jun 30, 2026	CITADEL ADVISORS LLC	0.66%	6.16K	482.45K	-12.65K	-67.25%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.53%	4.91K	384.68K	216	+4.60%
Jun 30, 2026	COLONY GROUP, LLC	0.49%	4.6K	360.57K	-13.63K	-74.76%
Jun 30, 2026	UBS GROUP AG	0.48%	4.44K	348.09K	-483	-9.81%
Jun 30, 2026	IDAHO TRUST BANK	0.43%	4.04K	316.49K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.34%	3.13K	244.82K	-2.69K	-46.26%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	6.57%	61.18K	4.81M	3.5K	+6.06%
Jun 30, 2026	FMR LLC	0.06%	604	47.29K	0	0
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.33%	3.1K	242.87K	3.1K	+100.00%
Jun 30, 2026	MARINER, LLC	0.33%	3.09K	242.17K	3.09K	+100.00%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.33%	3.03K	237.39K	-3.77K	-55.42%
Jun 30, 2026	LPL FINANCIAL LLC	0.28%	2.57K	200.97K	2.57K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.27%	2.49K	194.82K	1	+0.04%
Jun 30, 2026	MAROTTA ASSET MANAGEMENT	17.77%	165.48K	12.99M	2.51K	+1.54%
Jun 30, 2026	JANE STREET GROUP, LLC	4.47%	41.6K	3.26M	17.37K	+71.66%
Jun 30, 2026	SILVER GROVE FINANCIAL GROUP, INC.	0.01%	60	4.7K	60	+100.00%
Jun 30, 2026	MARYLAND CAPITAL ADVISORS INC.	0.02%	154	12.07K	154	+100.00%
Jun 30, 2026	GLOBAL ENDOWMENT MANAGEMENT, LP	0%	0	-	-15K	-100.00%
Jun 30, 2026	MATTHEW GOFF INVESTMENT ADVISOR, LLC	0%	0	-	-440.26K	-100.00%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0%	11	861	0	0
Mar 31, 2026	COVESTOR LTD	0%	11	1K	0	0
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.5%	4.69K	323.21K	224	+5.01%
Mar 31, 2026	UBS GROUP AG	0.53%	4.93K	339.19K	538	+12.26%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.62%	5.82K	400.38K	0	0
Mar 31, 2026	MAROTTA ASSET MANAGEMENT	17.5%	162.96K	11.3M	4.63K	+2.92%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-5.43K	-100.00%
Mar 31, 2026	MEDALLION WEALTH ADVISORS, LLC	0.05%	421	28.99K	421	+100.00%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	400	27.37K	0	0
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.73%	6.8K	468.02K	-889	-11.57%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.04%	9.67K	665.44K	466	+5.07%
Mar 31, 2026	TEXAS YALE CAPITAL CORP.	1.39%	12.9K	888.25K	0	0
Mar 31, 2026	FMR LLC	0.06%	604	41.57K	0	0
Mar 31, 2026	IDAHO TRUST BANK	0.43%	4.04K	278.15K	426	+11.79%
Mar 31, 2026	FINER WEALTH MANAGEMENT, INC.	2.21%	20.6K	1.42M	20.6K	+100.00%
Mar 31, 2026	SEPIO CAPITAL, LP	0%	0	-	-17.9K	-100.00%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0%	0	-	-18.06K	-100.00%
Mar 31, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	4.82K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.01%	128	9K	-85	-39.91%
Mar 31, 2026	CURBSTONE FINANCIAL MANAGEMENT CORP	1.22%	11.39K	784.28K	0	0
Mar 31, 2026	GLOBAL ENDOWMENT MANAGEMENT, LP	1.61%	15K	1.03M	0	0
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	2.22%	20.7K	1.52M	1.4K	+7.25%
Mar 31, 2026	MORGAN STANLEY	1.31%	12.21K	840.89K	-28.7K	-70.15%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.74%	16.22K	1.12M	-19.53K	-54.62%
Mar 31, 2026	COLONY GROUP, LLC	1.96%	18.24K	1.26M	-98	-0.53%
Mar 31, 2026	CITADEL ADVISORS LLC	2.02%	18.8K	1.29M	18.8K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	2.05%	19.08K	1.31M	19.08K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	2.6%	24.23K	1.67M	24.23K	+100.00%
Mar 31, 2026	ABRDN PLC	2.68%	24.95K	1.72M	-1.41K	-5.34%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	6.19%	57.68K	3.99M	5.56K	+10.67%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.27%	2.49K	171.19K	-25	-1.00%
Mar 31, 2026	MATTHEW GOFF INVESTMENT ADVISOR, LLC	47.27%	440.26K	18.63M	440.26K	+100.00%
Mar 31, 2026		0.04%	421	28.99K	421	+100.00%
Mar 31, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	13.15K	0	0
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	5	344	5	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	624	42.97K	-808	-56.42%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0%	11	757	0	0
Dec 31, 2025	MORGAN STANLEY	4.17%	40.92K	3.01M	28.08K	+218.65%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.04%	400	29.68K	400	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	1.43K	105.28K	36	+2.58%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-17.58K	-100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-275	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.94%	9.2K	676.17K	-25	-0.27%
Dec 31, 2025	TEXAS YALE CAPITAL CORP.	1.36%	12.9K	948.28K	0	0
Dec 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	1.54%	15K	1.1M	15K	+100.00%
Dec 31, 2025	HILLTOP HOLDINGS INC.	1.84%	18.06K	1.33M	18.06K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	1.88%	18.33K	1.35M	18.33K	+100.00%
Dec 31, 2025	SEPIO CAPITAL, LP	1.89%	17.9K	1.32M	178	+1.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1	-100.00%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0%	11	808	11	+100.00%
Dec 31, 2025	COVESTOR LTD	0%	11	1K	0	0
Dec 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	5.15K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	99	7.28K	99	+100.00%
Dec 31, 2025	MARYLAND CAPITAL ADVISORS INC.	0.02%	154	11.32K	-16	-9.41%
Dec 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	14.04K	0	0
Dec 31, 2025	FMR LLC	0.06%	604	44.38K	0	0
Dec 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.14%	1.39K	102.47K	14	+1.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	2.51K	184.6K	0	0
Dec 31, 2025	IDAHO TRUST BANK	0.42%	3.61K	265.63K	307	+9.28%
Dec 31, 2025	UBS GROUP AG	0.45%	4.39K	322.56K	-4.22K	-49.05%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.51%	4.47K	328.59K	-60	-1.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.55%	5.43K	399.38K	3.02K	+124.78%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	1.97%	19.3K	1.42M	800	+4.32%
Dec 31, 2025	ABRDN PLC	3.03%	26.36K	1.94M	-200	-0.75%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	6%	52.12K	3.82M	4.32K	+9.04%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-6	-100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	213	16K	85	+66.41%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.64%	35.75K	2.63M	17.08K	+91.52%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-27.95K	-100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.63%	5.82K	427.43K	100	+1.75%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.78%	7.69K	565K	-403	-4.98%
Dec 31, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	1.31%	11.39K	837.28K	0	0
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	18.22%	158.34K	11.64M	358	+0.23%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0%	0	-	-18.46K	-100.00%
Sep 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	1.25%	11.39K	768.48K	-400	-3.39%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	6	405	6	+100.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0%	0	-	-96	-100.00%
Sep 30, 2025	SEPIO CAPITAL, LP	1.95%	17.72K	1.2M	1	+0.01%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	2.03%	18.46K	1.25M	-827	-4.29%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.05%	18.67K	1.26M	-17.16K	-47.90%
Sep 30, 2025	COMERICA BANK	0%	0	-	-365	-100.00%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.15%	1.38K	93.11K	0	0
Sep 30, 2025	ABRDN PLC	2.92%	26.56K	1.79M	-778	-2.85%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	5.25%	47.79K	3.26M	4.42K	+10.20%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	17.35%	157.98K	10.77M	3.52K	+2.28%
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	0	-	-1.98K	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	128	9K	0	0
Sep 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.02%	170	11.47K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	1.4K	94.22K	-78	-5.29%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.27%	2.42K	163.07K	58	+2.46%
Sep 30, 2025	TEXAS YALE CAPITAL CORP.	1.42%	12.9K	870.36K	0	0
Sep 30, 2025	MORGAN STANLEY	1.41%	12.84K	866.33K	-25.95K	-66.90%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-9.4K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	1.92%	17.58K	1.19M	5.97K	+51.37%
Sep 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	12.89K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1	67	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-2.16K	-100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-32.54K	-100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	2.03%	18.5K	1.25M	800	+4.52%
Sep 30, 2025	FLOW TRADERS U.S. LLC	3.07%	27.95K	1.89M	16.25K	+138.76%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.5%	4.53K	305.64K	447	+10.95%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.03%	275	18.55K	0	0
Sep 30, 2025	FMR LLC	0.07%	604	40.73K	200	+49.51%
Sep 30, 2025	COVESTOR LTD	0%	11	1K	11	+100.00%
Sep 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	4.72K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	2.51K	169.44K	1.99K	+377.38%
Sep 30, 2025	IDAHO TRUST BANK	0.36%	3.31K	223.08K	-104	-3.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.63%	5.72K	385.57K	0	0
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.89%	8.09K	545.76K	1.71K	+26.89%
Sep 30, 2025	UBS GROUP AG	0.95%	8.61K	581.04K	2.78K	+47.64%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.01%	9.22K	615.35K	99	+1.08%
Jun 30, 2025	IDAHO TRUST BANK	0.37%	3.41K	228.81K	-277	-7.51%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	2.16K	145.03K	2.16K	+100.00%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.15%	1.38K	92.57K	0	0
Jun 30, 2025	MARYLAND CAPITAL ADVISORS INC.	0.02%	170	11.4K	0	0
Jun 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	4.7K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-37.99K	-100.00%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0%	0	-	-17	-100.00%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0%	0	-	-4.22K	-100.00%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	16.95%	154.46K	10.36M	13.52K	+9.60%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	4.76%	43.37K	2.91M	1.42K	+3.39%
Jun 30, 2025	MORGAN STANLEY	4.26%	38.79K	2.6M	-1.13K	-2.83%
Jun 30, 2025	OLD MISSION CAPITAL LLC	3.57%	32.54K	2.18M	23.69K	+267.91%
Jun 30, 2025	ABRDN PLC	3%	27.34K	1.83M	-128	-0.47%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	2.12%	19.29K	1.29M	1.12K	+6.15%
Jun 30, 2025	SEPIO CAPITAL, LP	1.94%	17.72K	1.19M	330	+1.90%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.93%	35.83K	2.4M	-1.85K	-4.91%
Jun 30, 2025	TEXAS YALE CAPITAL CORP.	1.42%	12.9K	865.33K	0	0
Jun 30, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	1.29%	11.79K	790.87K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.28%	11.71K	785K	-13.92K	-54.32%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.26%	2.36K	158.24K	33	+1.42%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.94%	17.7K	1.19M	800	+4.73%
Jun 30, 2025	JANE STREET GROUP, LLC	1.27%	11.61K	778.87K	-16.23K	-58.29%
Jun 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0%	0	-	-15K	-100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.03%	9.4K	630.75K	-2.87K	-23.40%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1%	9.13K	612.03K	2.13K	+30.38%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.7%	6.38K	427.64K	200	+3.24%
Jun 30, 2025	UBS GROUP AG	0.64%	5.83K	391.28K	-126	-2.11%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.63%	5.72K	383.34K	5.72K	+100.00%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.45%	4.08K	273.89K	261	+6.83%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.22%	1.98K	132.68K	1.98K	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.16%	1.47K	98.86K	32	+2.22%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	526	35.31K	-1	-0.19%
Jun 30, 2025	FMR LLC	0.04%	404	27.08K	44	+12.22%
Jun 30, 2025	COMERICA BANK	0.04%	365	24.48K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.03%	275	18.45K	0	0
Jun 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	12.81K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	128	9K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	96	6.44K	96	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	1	67	-1	-50.00%
Jun 30, 2025	COVESTOR LTD	0%	0	-	-17	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.9%	37.67K	2.23M	30.34K	+413.89%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0%	17	1.01K	17	+100.00%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.44%	4.22K	249.43K	281	+7.14%
Mar 31, 2025	UBS GROUP AG	0.62%	5.96K	352.3K	4.75K	+393.70%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-195	-100.00%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0%	0	-	-4.09K	-100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	2	117	0	0
Mar 31, 2025	COVESTOR LTD	0%	17	1K	5	+41.67%
Mar 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.01%	70	4.14K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	128	8K	-113	-46.89%
Mar 31, 2025	MARYLAND CAPITAL ADVISORS INC.	0.02%	170	10.05K	0	0
Mar 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.02%	191	11.29K	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.03%	275	16.26K	0	0
Mar 31, 2025	COMERICA BANK	0.04%	365	21.58K	0	0
Mar 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.14%	1.38K	81.59K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	1.44K	85.24K	-1.27K	-46.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.24%	2.33K	137.51K	-351	-13.11%
Mar 31, 2025	IDAHO TRUST BANK	0.38%	3.69K	217.99K	88	+2.44%
Mar 31, 2025	CITADEL ADVISORS LLC	3.94%	37.99K	2.25M	1.88K	+5.19%
Mar 31, 2025	MORGAN STANLEY	4.14%	39.92K	2.36M	-52.06K	-56.60%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	4.35%	41.95K	2.48M	9.26K	+28.31%
Mar 31, 2025	MAROTTA ASSET MANAGEMENT	14.61%	140.93K	9.67M	-12.33K	-8.05%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-14	-100.00%
Mar 31, 2025	FMR LLC	0.04%	360	21.3K	-100	-21.74%
Mar 31, 2025	ABRDN PLC	2.85%	27.46K	1.62M	0	0
Mar 31, 2025	MARINER, LLC	0%	0	-	-11.22K	-100.00%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0%	0	-	-10.46K	-100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.75%	16.9K	999.13K	1.6K	+10.46%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	1.88%	18.17K	1.07M	18.17K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.73%	7K	413.75K	-1.37K	-16.38%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-5	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	2.88%	27.84K	1.65M	-29.76K	-51.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	527	31.13K	1	+0.19%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.4%	3.82K	225.96K	3.82K	+100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.92%	8.84K	522.86K	-20.13K	-69.48%
Mar 31, 2025	CURBSTONE FINANCIAL MANAGEMENT CORP	1.22%	11.79K	697.03K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.27%	12.28K	725.76K	-2.98K	-19.52%
Mar 31, 2025	TEXAS YALE CAPITAL CORP.	1.34%	12.9K	762.65K	0	0
Mar 31, 2025	SEPIO CAPITAL, LP	1.8%	17.39K	1.03M	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	2.66%	25.63K	1.52M	6.04K	+30.83%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.64%	6.18K	365.07K	1.2K	+24.17%
Mar 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	1.55%	15K	886.8K	-25K	-62.50%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	3%	49.97K	4.06M	19.82K	+65.74%
Mar 31, 2024	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0%	0	-	-69	-100.00%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-305	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-123	-100.00%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0%	0	-	-5.25K	-100.00%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0%	0	-	-8.64K	-100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-4.91K	-100.00%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0%	2	138	2	+100.00%
Mar 31, 2024	MANCHESTER CAPITAL MANAGEMENT LLC	0%	70	4.85K	0	0
Mar 31, 2024	CWM, LLC	0.01%	186	13K	186	+100.00%
Mar 31, 2024	MARYLAND CAPITAL ADVISORS INC.	0.01%	200	13.87K	0	0
Mar 31, 2024	FMR LLC	0.01%	274	19K	274	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.31%	5.12K	354.89K	-7.28K	-58.72%
Mar 31, 2024	UBS GROUP AG	0.61%	11.27K	781.68K	10.1K	+859.40%
Mar 31, 2024	CURBSTONE FINANCIAL MANAGEMENT CORP	0.71%	11.79K	817.53K	0	0
Mar 31, 2024	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.73%	12.13K	841.18K	-467	-3.71%
Mar 31, 2024	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	0.74%	12.27K	850.68K	-467	-3.67%
Mar 31, 2024	TEXAS YALE CAPITAL CORP.	0.77%	12.9K	894.5K	0	0
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.95%	15.9K	1.1M	-800	-4.79%
Mar 31, 2024	MARINER, LLC	1.06%	17.74K	1.23M	2.26K	+14.60%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.07%	19.84K	1.38M	853	+4.49%
Mar 31, 2024	SEPIO CAPITAL, LP	1.33%	22.16K	1.54M	0	0
Mar 31, 2024	ABRDN PLC	1.75%	29.21K	2.03M	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	2.41%	44.63K	3.09M	-17K	-27.59%
Mar 31, 2024	HILLTOP HOLDINGS INC.	3.12%	52K	3.61M	52K	+100.00%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	8.4%	140.08K	9.71M	-5.06K	-3.49%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	24.59%	455.26K	31.57M	-6.17K	-1.34%
Mar 31, 2024	BREAKWATER INVESTMENT MANAGEMENT	0.01%	191	13.25K	191	+100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.01%	275	19.07K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	324	22K	5	+1.57%
Mar 31, 2024	COMERICA BANK	0.02%	461	31.97K	270	+141.36%
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.08%	1.36K	94.48K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	2.96K	205.02K	-329	-10.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.16%	3K	208.02K	541	+22.00%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.18%	3K	208.02K	3K	+100.00%
Mar 31, 2024	LUNT CAPITAL MANAGEMENT, INC.	0.19%	3.2K	221.82K	-121	-3.64%
Mar 31, 2024	ZACKS INVESTMENT MANAGEMENT	0.22%	3.69K	256.01K	-8.13K	-68.77%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.3%	5.01K	347.19K	1.21K	+32.01%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	6.84K	474.09K	6.84K	+100.00%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.37%	6.19K	412.34K	4.17K	+205.42%
Mar 31, 2024		0.01%	191	13.25K	191	+100.00%
Mar 31, 2024	GLOBAL ENDOWMENT MANAGEMENT, LP	3.26%	54.4K	3.77M	0	0
Mar 31, 2024	MORGAN STANLEY	6.51%	120.57K	8.36M	5.24K	+4.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.02%	319	20K	88	+38.10%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0.13%	2.03K	123.98K	-99	-4.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.15%	2.46K	150.32K	-1.32K	-34.88%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.2%	3.29K	200.88K	-3.92K	-54.38%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.24%	3.79K	231.87K	3.79K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.31%	4.91K	300.4K	-27.28K	-84.74%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.33%	5.25K	321K	-2.78K	-34.62%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.54%	8.64K	528.24K	-18.77K	-68.48%
Dec 31, 2023	CURBSTONE FINANCIAL MANAGEMENT CORP	0.73%	11.79K	720.74K	0	0
Dec 31, 2023	ZACKS INVESTMENT MANAGEMENT	0.74%	11.82K	722.79K	-11.62K	-49.56%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.77%	12.4K	762.85K	10.91K	+735.44%
Dec 31, 2023	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.78%	12.6K	770.14K	727	+6.12%
Dec 31, 2023	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	0.79%	12.74K	778.51K	727	+6.05%
Dec 31, 2023	TEXAS YALE CAPITAL CORP.	0.8%	12.9K	788.6K	0	0
Dec 31, 2023	MARINER, LLC	0.96%	15.48K	946.26K	15.48K	+100.00%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	1.04%	16.7K	1.02M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.18%	18.98K	1.16M	-117	-0.61%
Dec 31, 2023	SEPIO CAPITAL, LP	1.38%	22.16K	1.35M	54	+0.24%
Dec 31, 2023	ABRDN PLC	1.82%	29.21K	1.79M	-4.06K	-12.21%
Dec 31, 2023		0.08%	1.36K	83.3K	1.36K	+100.00%
Dec 31, 2023	GLOBAL ENDOWMENT MANAGEMENT, LP	3.38%	54.4K	3.33M	0	0
Dec 31, 2023	JANE STREET GROUP, LLC	3.83%	61.63K	3.77M	11.85K	+23.81%
Dec 31, 2023	MORGAN STANLEY	7.18%	115.33K	7.05M	-2.86K	-2.42%
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	9.03%	145.14K	8.87M	-631	-0.43%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	28.71%	461.43K	28.21M	1.01K	+0.22%
Dec 31, 2023	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0%	69	4.2K	69	+100.00%
Dec 31, 2023	MANCHESTER CAPITAL MANAGEMENT LLC	0%	70	4.28K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	123	7.52K	123	+100.00%
Dec 31, 2023	COMERICA BANK	0.01%	191	11.68K	0	0
Dec 31, 2023	MARYLAND CAPITAL ADVISORS INC.	0.01%	200	12.23K	0	0
Dec 31, 2023	UBS GROUP AG	0.07%	1.18K	71.83K	0	0
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.02%	275	16.81K	0	0
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.02%	305	18.65K	-6	-1.93%

Frequently Asked Questions