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

Who are the major shareholders selling First Trust California Municipal High Income ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in FCAL by -14.85% restricting it's holding to 15.92 thousand shares of worth nearly $790.00K. SOUTHLAND EQUITY PARTNERS LLC also lessened -15.99% of the FCAL shares from its portfolio, reducing its holding to 30.13 thousand shares of worth $1.50M. MARINER, LLC also shunned FCAL shares holding by -53.48% last quarter which brought its holding to 42.48 thousand shares worth $2.11M.

Investors who are buying FCAL stock?

As per its latest 13F filing, COMMONWEALTH EQUITY SERVICES, LLC increased its stake in FCAL by 0.14% in the last quarter. The institutional holder raised its holding to 18.45 thousand shares having worth more than $916.25K. WARREN STREET WEALTH ADVISORS, LLC also added 42.2% more shares of FCAL to its portfolio, raising its holding to 19.17 thousand shares of worth $951.83K. SAVVY ADVISORS, INC. also increased its FCAL shares holding by 100% which brought its holding to 20.32 thousand shares worth $1.01M.

FCAL's major insiders: who are they?

The insider with the most stakes in FCAL is POHLAD ROBERT C , 10 percent owner at the company. Additionally, FCAL stock is highly held by President & CEO Kum Chong Guk and director COHEN JOSEPH N among others.

Did an insider recently sell FCAL stock?

Company executives, directors, and other insiders own N/A percent of First Trust California Municipal High Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which FCAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BARTLETT ROBERT W.

Which insider recently purchased FCAL stock?

There have been 0 transaction(s) during the past 6-months in which First Trust California Municipal High Income ETF insiders have bought stock, totalling 0 shares

How much of FCAL does insiders own?

Around 0 First Trust California Municipal High Income ETF shares are held by insiders, which represents about N/A of FCAL stock.

Who is the insider with the largest stake?

FCAL 10 percent owner, POHLAD ROBERT C holds the largest portfolio of the company's shares. FCAL shares owned by POHLAD total nearly 936.94 thousand.

Which institution holds the most shares in FCAL?

CLIMBER CAPITAL SA is the largest institutional owner in FCAL which holds 14.64 thousand shares worth $725.22K or 0.32% of the total FCAL shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 15.92 thousand shares representing 0.35% of the FCAL ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 18.45 thousand shares or 0.4% of the ownership worth more than $916.25K.

Is First Trust California Municipal High Income 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 FCAL is concerned, it is a stock which is not optionable.

Is there a short position on FCAL's shares?

Number of FCAL 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 FCAL shares are there?

As of today, null shares of FCAL are outstanding.

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

FCAL 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 FCAL is null.

First Trust California Municipal High Income ETF (FCAL) 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. CLIMBER CAPITAL SA is the top corporate investor, holding 14.64K shares valued at $725.22K. A 0.32% stake in First Trust California Municipal High Income ETF is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 15.92K shares valued at $790.00K, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CLIMBER CAPITAL SA	0.32%	14.64K	725.22K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	15.92K	790K	-2.78K	-14.85%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	18.45K	916.25K	25	+0.14%
Jun 30, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.42%	19.17K	951.83K	5.69K	+42.20%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.44%	20.32K	1.01M	20.32K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.55%	25.21K	1.25M	1.13K	+4.68%
Jun 30, 2026	NAVIGATION GROUP, LLC	0.64%	29.54K	1.47M	0	0
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.66%	30.13K	1.5M	-5.73K	-15.99%
Jun 30, 2026	MGO ONE SEVEN LLC	0.68%	31.2K	1.55M	2.5K	+8.71%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.7%	32K	1.59M	13.73K	+75.11%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.95%	43.48K	2.16M	15.36K	+54.62%
Jun 30, 2026	MARINER, LLC	0.92%	42.48K	2.11M	-48.84K	-53.48%
Jun 30, 2026	INTEGRAL INVESTMENT ADVISORS, INC.	0.82%	37.73K	1.87M	4.98K	+15.19%
Jun 30, 2026	STONEBRIDGE FINANCIAL GROUP, LLC/CA	0.82%	37.61K	1.87M	37.61K	+100.00%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.76%	35.04K	1.74M	-8.64K	-19.77%
Jun 30, 2026	CERITY PARTNERS LLC	0.75%	34.38K	1.71M	-1.9K	-5.25%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.97%	44.62K	2.22M	382	+0.86%
Jun 30, 2026	CHANNEL WEALTH LLC	0.98%	44.99K	2.23M	3.9K	+9.50%
Jun 30, 2026	UBS GROUP AG	0.98%	45.08K	2.24M	2.43K	+5.71%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	1.18%	54.09K	2.69M	54.09K	+100.00%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.73%	33.56K	1.67M	8.58K	+34.35%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.2%	55.36K	2.75M	26.82K	+93.98%
Jun 30, 2026	IGNITE PLANNERS, LLC	1.74%	80.13K	3.68M	20.26K	+33.84%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.88%	86.21K	4.28M	-109	-0.13%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.03%	93.22K	4.63M	-3.8K	-3.91%
Jun 30, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	2.26%	103.79K	5.15M	-2.1K	-1.98%
Jun 30, 2026	CITIZENS BUSINESS BANK	2.58%	118.49K	5.88M	-323	-0.27%
Jun 30, 2026	MORGAN STANLEY	4.7%	216.15K	10.73M	-12.81K	-5.59%
Jun 30, 2026	LPL FINANCIAL LLC	22.47%	1.03M	51.28M	90.54K	+9.61%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.22%	10.07K	500K	7.67K	+319.58%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.25%	11.58K	575.16K	2.19K	+23.37%
Jun 30, 2026	PRECISION WEALTH STRATEGIES, LLC	0.29%	13.46K	668.36K	13.46K	+100.00%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.2%	9.15K	454.35K	9.15K	+100.00%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.2%	9.27K	460.43K	-26	-0.28%
Jun 30, 2026	INSPIRE ADVISORS, LLC	0.21%	9.45K	468.95K	43	+0.46%
Jun 30, 2026	ROYAL BANK OF CANADA	0.22%	9.93K	493K	-4.06K	-29.03%
Jun 30, 2026	CLG LLC	0.22%	9.97K	495.12K	-314	-3.05%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.23%	10.7K	531.08K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.25%	11.4K	566.25K	11.4K	+100.00%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.26%	11.99K	595K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.27%	12.5K	620.65K	1.5K	+13.64%
Jun 30, 2026	GUILD INVESTMENT MANAGEMENT, INC.	0.27%	12.5K	620.65K	1.5K	+13.64%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	12.85K	637.8K	113	+0.89%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.28%	12.92K	641.41K	8.5K	+192.06%
Jun 30, 2026	JANE STREET GROUP, LLC	0.34%	15.85K	786.94K	-14.33K	-47.49%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.35%	16.22K	805.24K	6.15K	+61.05%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.37%	17K	843.96K	-2.61K	-13.29%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.39%	18.1K	898.85K	18.1K	+100.00%
Jun 30, 2026	NEW INSIGHT WEALTH ADVISORS	0.43%	19.9K	987.93K	-1.28K	-6.02%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.73%	33.37K	1.66M	-110.11K	-76.74%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.77%	35.39K	1.73M	35.39K	+100.00%
Mar 31, 2026	CERITY PARTNERS LLC	0.79%	36.28K	1.77M	36.28K	+100.00%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.11%	97.02K	4.74M	-1.25K	-1.27%
Mar 31, 2026	MORGAN STANLEY	4.98%	228.96K	11.19M	10.53K	+4.82%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	18.69K	914K	509	+2.80%
Mar 31, 2026	FORONJY FINANCIAL LLC	0.2%	9.26K	452.52K	-838	-8.30%
Mar 31, 2026		0.65%	29.54K	1.44M	29.54K	+100.00%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.54%	24.98K	1.22M	6.85K	+37.81%
Mar 31, 2026	MGO ONE SEVEN LLC	0.62%	28.7K	1.4M	-180	-0.62%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.22%	10.07K	492.35K	-696	-6.46%
Mar 31, 2026	CLG LLC	0.22%	10.29K	502.87K	1.38K	+15.47%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.23%	10.7K	522.93K	0	0
Mar 31, 2026	D.A. DAVIDSON & CO.	0.2%	9.3K	454.63K	1.51K	+19.40%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.2%	9.39K	459.05K	1.88K	+25.00%
Mar 31, 2026	GUILD INVESTMENT MANAGEMENT, INC.	0.24%	11K	537.79K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.62%	28.54K	1.4M	-4.13K	-12.65%
Mar 31, 2026	NAVIGATION GROUP, LLC	0.64%	29.54K	1.44M	29.54K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.66%	30.18K	1.48M	-42.31K	-58.37%
Mar 31, 2026	INTEGRAL INVESTMENT ADVISORS, INC.	0.71%	32.76K	1.6M	250	+0.77%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.78%	35.86K	1.75M	-7.58K	-17.44%
Mar 31, 2026	CHANNEL WEALTH LLC	0.89%	41.08K	2.01M	6.58K	+19.05%
Mar 31, 2026	UBS GROUP AG	0.93%	42.65K	2.09M	-603	-1.39%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.95%	43.68K	2.14M	1.73K	+4.11%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.96%	44.24K	2.16M	148	+0.34%
Mar 31, 2026	IGNITE PLANNERS, LLC	1.3%	59.87K	2.93M	-508	-0.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.88%	86.32K	4.22M	6.76K	+8.50%
Mar 31, 2026	MARINER, LLC	1.99%	91.32K	4.46M	40.72K	+80.47%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	2.3%	105.89K	5.18M	-730	-0.68%
Mar 31, 2026	CITIZENS BUSINESS BANK	2.58%	118.81K	5.81M	118.81K	+100.00%
Mar 31, 2026	BLUE ZONE WEALTH ADVISORS, LLC	0.19%	8K	391.12K	-3K	-27.27%
Mar 31, 2026	INSPIRE ADVISORS, LLC	0.2%	9.4K	459.68K	439	+4.90%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.43%	19.67K	961.57K	19.67K	+100.00%
Mar 31, 2026	ENTRUITY WEALTH, LLC	0.45%	20.77K	1.02M	-335	-1.59%
Mar 31, 2026	NEW INSIGHT WEALTH ADVISORS	0.46%	21.17K	1.04M	3.01K	+16.57%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.52%	24.09K	1.18M	-42.89K	-64.04%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	3.12%	143.48K	7.01M	-6.02K	-4.03%
Mar 31, 2026	LPL FINANCIAL LLC	20.5%	942.26K	46.07M	69.45K	+7.96%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.24%	11K	539.28K	0	0
Mar 31, 2026	CLIFFORD SWAN INVESTMENT COUNSEL LLC	0.25%	11.35K	554.66K	0	0
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.26%	11.99K	586K	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.26%	12.15K	594K	0	0
Mar 31, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.29%	13.48K	659.09K	1.88K	+16.18%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.61%	28.12K	1.37M	1.37K	+5.12%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	4.42K	216.24K	-1.12K	-20.15%
Mar 31, 2026	CYPRESS WEALTH SERVICES, LLC	0.11%	4.43K	216.51K	37	+0.84%
Mar 31, 2026	ARGYLE CAPITAL PARTNERS, LLC	0.12%	5.05K	246.94K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	5.2K	255.22K	-845	-13.98%
Mar 31, 2026	TRIAGEN WEALTH MANAGEMENT LLC	0.12%	5.26K	257.11K	-264	-4.78%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	5.3K	259.12K	200	+3.92%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	5.4K	263.95K	572	+11.85%
Mar 31, 2026	TOWERPOINT WEALTH, LLC	0.17%	6.95K	339.79K	-127	-1.79%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.19%	7.78K	380.17K	30	+0.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	12.73K	622.47K	830	+6.97%
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	14K	684K	-55.91K	-79.98%
Mar 31, 2026	CLIMBER CAPITAL SA	0.32%	14.64K	715.17K	0	0
Mar 31, 2026	WESPAC ADVISORS SOCAL, LLC	0.32%	14.8K	723.62K	-3.66K	-19.82%
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.36%	16.54K	808.66K	123	+0.75%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.4%	18.28K	893.49K	-1.27K	-6.48%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	18.43K	900.93K	-718	-3.75%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.43%	19.6K	958.32K	-528	-2.62%
Mar 31, 2026	TIDEMARK, LLC	0.19%	8.74K	427.43K	-1.82K	-17.21%
Dec 31, 2025	CLIMBER CAPITAL SA	0.36%	14.64K	720.75K	14.64K	+100.00%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.37%	14.94K	736.4K	-5.47K	-26.81%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.4%	16.42K	809.46K	-893	-5.16%
Dec 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.96%	39.69K	1.96M	3.41K	+9.39%
Dec 31, 2025	CHANNEL WEALTH LLC	0.85%	34.51K	1.7M	12.39K	+56.04%
Dec 31, 2025	MGO ONE SEVEN LLC	0.71%	28.88K	1.42M	-1K	-3.35%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.44%	18.13K	893.84K	10.9K	+150.91%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	18.18K	897K	-461	-2.47%
Dec 31, 2025	WESPAC ADVISORS SOCAL, LLC	0.45%	18.46K	910.21K	3.17K	+20.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	19.15K	944.03K	225	+1.19%
Dec 31, 2025	INTEGRAL INVESTMENT ADVISORS, INC.	0.8%	32.51K	1.6M	1.85K	+6.03%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	32.67K	1.61M	-887	-2.64%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.47%	19.54K	963.55K	2.37K	+13.82%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.49%	20.13K	992.54K	-1.54K	-7.09%
Dec 31, 2025	ENTRUITY WEALTH, LLC	0.52%	21.1K	1.04M	366	+1.77%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	7.63%	314.07K	5.95M	306.94K	+4,304.33%
Dec 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.28%	11.6K	572.16K	2.54K	+27.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	11.9K	586.83K	780	+7.01%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.29%	11.99K	591K	0	0
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.3%	12.15K	599K	0	0
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	1.02%	41.95K	2.07M	-3.11K	-6.91%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.19%	7.79K	384K	-100	-1.27%
Dec 31, 2025	ROYAL BANK OF CANADA	1.7%	69.91K	3.45M	-5.22K	-6.94%
Dec 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.44%	18.16K	895.52K	5.09K	+38.94%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.66%	26.75K	1.32M	185	+0.70%
Dec 31, 2025	UBS GROUP AG	1.05%	43.25K	2.13M	3.34K	+8.38%
Dec 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.07%	43.44K	2.14M	-10.6K	-19.61%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.64%	66.97K	3.3M	46.97K	+234.86%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.93%	79.56K	3.92M	4.89K	+6.55%
Dec 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.11%	4.39K	216.5K	36	+0.83%
Dec 31, 2025	FLAGSTAR ADVISORS INC.	0.11%	4.45K	219.63K	-1.13K	-20.16%
Dec 31, 2025	INTEGRITY FINANCIAL CORP /WA	0.11%	4.74K	233.81K	-313	-6.19%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	4.83K	238.02K	-1.35K	-21.86%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	2.59%	106.62K	5.26M	-3.83K	-3.47%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	3.67%	149.5K	7.37M	-3.73K	-2.44%
Dec 31, 2025	FORONJY FINANCIAL LLC	0.25%	10.09K	497.69K	-6.5K	-39.15%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.19%	7.75K	383.5K	1.83K	+30.91%
Dec 31, 2025	INSPIRE ADVISORS, LLC	0.22%	8.96K	441.95K	36	+0.40%
Dec 31, 2025	CLG LLC	0.22%	8.91K	439.25K	1.78K	+24.97%
Dec 31, 2025	LPL FINANCIAL LLC	21.13%	872.81K	43.04M	22.28K	+2.62%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.25%	10K	493.07K	-1.17K	-10.43%
Dec 31, 2025	TIDEMARK, LLC	0.26%	10.56K	520.71K	-787	-6.94%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.26%	10.7K	527.39K	5.78K	+117.66%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.26%	10.77K	530.85K	10.77K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.27%	11K	542.38K	3K	+37.50%
Dec 31, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.27%	11K	542.38K	-3K	-21.43%
Dec 31, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.27%	11K	542.38K	3K	+37.50%
Dec 31, 2025	CLIFFORD SWAN INVESTMENT COUNSEL LLC	0.27%	11.35K	559.39K	0	0
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	1.08%	44.09K	2.17M	1.05K	+2.43%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.39%	98.26K	4.85M	-3.78K	-3.71%
Dec 31, 2025	MARINER, LLC	1.23%	50.6K	2.5M	3.1K	+6.53%
Dec 31, 2025	IGNITE PLANNERS, LLC	1.46%	60.38K	2.99M	7.46K	+14.10%
Dec 31, 2025	JANE STREET GROUP, LLC	1.78%	72.49K	3.57M	56.06K	+341.13%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	5.1K	251.47M	0	0
Dec 31, 2025	MORGAN STANLEY	5.3%	218.42K	10.77M	8.88K	+4.24%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.13%	5.54K	273.11K	350	+6.75%
Dec 31, 2025	TRIAGEN WEALTH MANAGEMENT LLC	0.14%	5.52K	272.32K	-213	-3.71%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	6.04K	298.33K	389	+6.88%
Dec 31, 2025	FF ADVISORS,LLC	0.16%	6.71K	330.9K	6.71K	+100.00%
Dec 31, 2025	TOWERPOINT WEALTH, LLC	0.17%	7.08K	348.95K	-102	-1.42%
Dec 31, 2025		0.18%	7.41K	365.37M	7.41K	+100.00%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.13%	4.8K	233.93K	0	0
Sep 30, 2025	CITIZENS BUSINESS BANK	3.26%	124.52K	6.07M	-1.2K	-0.95%
Sep 30, 2025	IGNITE PLANNERS, LLC	1.38%	52.92K	2.58M	6.79K	+14.71%
Sep 30, 2025	ROYAL BANK OF CANADA	1.97%	75.12K	3.66M	-1.19K	-1.55%
Sep 30, 2025	LPL FINANCIAL LLC	22.25%	850.53K	41.48M	62.65K	+7.95%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	2.89%	110.45K	5.39M	350	+0.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	11.12K	542.44K	-753	-6.34%
Sep 30, 2025	TRIAGEN WEALTH MANAGEMENT LLC	0.15%	5.74K	279.75K	-886	-13.38%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	5.66K	276.61K	279	+5.19%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.15%	5.58K	272.1K	690	+14.11%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.14%	5.19K	253.07K	-2.03K	-28.15%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	5.1K	248.73K	0	0
Sep 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.13%	5.06K	246.53K	313	+6.60%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.11%	4.36K	212.39K	36	+0.83%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.08%	3.09K	150.5K	1.54K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	1.48K	71.97K	4	+0.27%
Sep 30, 2025	PRIVATE TRUST CO NA	0.03%	1.16K	56.67K	-227	-16.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	33.56K	1.62M	11.14K	+49.69%
Sep 30, 2025	INTEGRAL INVESTMENT ADVISORS, INC.	0.8%	30.66K	1.5M	3.51K	+12.92%
Sep 30, 2025	MGO ONE SEVEN LLC	0.78%	29.88K	1.46M	-5K	-14.34%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.7%	26.57K	1.3M	3.78K	+16.57%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.53%	20.41K	995.25K	1.75K	+9.35%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.52%	20K	975.4K	-9K	-31.03%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	18.92K	923K	415	+2.24%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0.23%	8.93K	435.36K	3.94K	+78.83%
Sep 30, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.21%	8K	390.16K	2K	+33.33%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	7.13K	347.78K	-2.61K	-26.77%
Sep 30, 2025	CLG LLC	0.19%	7.13K	347.63K	48	+0.68%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.17%	6.55K	319.35K	-2.88K	-30.53%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	1.13%	43.05K	2.1M	2.3K	+5.64%
Sep 30, 2025	UBS GROUP AG	1.04%	39.91K	1.95M	-4.56K	-10.24%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.95%	36.29K	1.77M	872	+2.46%
Sep 30, 2025	CHANNEL WEALTH LLC	0.58%	22.12K	1.08M	-9.69K	-30.47%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	18.64K	909K	-1.07K	-5.42%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.45%	17.31K	844.23K	-2.63K	-13.21%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.45%	17.17K	837.3K	9.98K	+138.84%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.21%	8K	390.16K	2K	+33.33%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	7.94K	386.99K	-4.05K	-33.79%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.21%	7.89K	384.7K	3.62K	+84.77%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.2%	7.48K	365.05K	-1.44K	-16.17%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.19%	7.23K	352.36K	7.23K	+100.00%
Sep 30, 2025	TOWERPOINT WEALTH, LLC	0.19%	7.18K	350.12K	-367	-4.86%
Sep 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.34%	13.07K	637.52K	-2.09K	-13.78%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.32%	12.15K	593K	4.03K	+49.69%
Sep 30, 2025	MORGAN STANLEY	5.48%	209.54K	10.22M	-1.35K	-0.64%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	4.01%	153.23K	7.47M	-1.82M	-92.23%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.95%	74.67K	3.64M	8.77K	+13.30%
Sep 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.41%	54.04K	2.64M	-194	-0.36%
Sep 30, 2025	MARINER, LLC	1.24%	47.5K	2.32M	-12.15K	-20.37%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.31%	11.99K	584K	0	0
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.67%	102.05K	4.98M	-3.43K	-3.25%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	1.18%	45.07K	2.2M	-3.59K	-7.37%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.57%	21.67K	1.07M	10	+0.05%
Sep 30, 2025	ENTRUITY WEALTH, LLC	0.54%	20.74K	1.01M	218	+1.06%
Sep 30, 2025	FORONJY FINANCIAL LLC	0.43%	16.59K	809.06K	-676	-3.92%
Sep 30, 2025	JANE STREET GROUP, LLC	0.43%	16.43K	801.44K	-72.52K	-81.53%
Sep 30, 2025	WESPAC ADVISORS SOCAL, LLC	0.4%	15.29K	745.55K	15.29K	+100.00%
Sep 30, 2025	CLIFFORD SWAN INVESTMENT COUNSEL LLC	0.3%	11.35K	553.3K	0	0
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.29%	11.17K	544.52K	11.17K	+100.00%
Sep 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.24%	9.07K	442.2K	-2	-0.02%
Sep 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.37%	14K	682.78K	-9.79K	-41.14%
Sep 30, 2025	TIDEMARK, LLC	0.3%	11.35K	553.46K	-3.43K	-23.22%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	6.18K	301.26K	791	+14.69%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.15%	5.92K	289.64K	5.92K	+100.00%
Jun 30, 2025	MANCHESTER FINANCIAL INC	0.47%	19.42K	931.58K	-1.7K	-8.05%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	19.71K	946K	30	+0.15%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.48%	19.94K	956.71K	-3.42K	-14.63%
Jun 30, 2025	CHANNEL WEALTH LLC	0.77%	31.81K	1.53M	2.11K	+7.11%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.6%	65.9K	3.16M	9.9K	+17.69%
Jun 30, 2025	CLG LLC	0.17%	7.08K	339.61K	2.73K	+62.83%
Jun 30, 2025	INTEGRAL INVESTMENT ADVISORS, INC.	0.66%	27.15K	1.3M	1.7K	+6.68%
Jun 30, 2025	CLIMBER CAPITAL SA	0.35%	14.64K	698.21K	0	0
Jun 30, 2025	FORONJY FINANCIAL LLC	0.42%	17.27K	828.19K	17.27K	+100.00%
Jun 30, 2025	ENTRUITY WEALTH, LLC	0.5%	20.52K	984.2K	-470	-2.24%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.2%	8.12K	389K	-6.21K	-43.33%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.22%	8.93K	428.24K	2.14K	+31.45%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.23%	9.43K	452.12K	-1.68K	-15.16%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	11.98K	574.87K	-708	-5.58%
Jun 30, 2025		0.17%	7.08K	339.61K	2.73K	+62.83%
Jun 30, 2025	TIDEMARK, LLC	0.36%	14.78K	708.97K	-1.41K	-8.73%
Jun 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.37%	15.16K	727.32K	-15.04K	-49.80%
Jun 30, 2025	MGO ONE SEVEN LLC	0.84%	34.88K	1.67M	20.6K	+144.22%
Jun 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.86%	35.42K	1.7M	-3.04K	-7.90%
Jun 30, 2025	IGNITE PLANNERS, LLC	1.12%	46.14K	2.19M	0	0
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	1.31%	54.23K	2.6M	13.65K	+33.64%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	2.67%	110.1K	5.28M	7.06K	+6.85%
Jun 30, 2025	CITIZENS BUSINESS BANK	3.04%	125.72K	6.03M	2.64K	+2.15%
Jun 30, 2025	LPL FINANCIAL LLC	19.08%	787.88K	37.79M	70.42K	+9.82%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.24%	9.74K	467.13K	9.74K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	11.88K	569.64K	11.88K	+100.00%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.29%	11.99K	575K	0	0
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.52%	21.66K	1.03M	-1.35K	-5.88%
Jun 30, 2025	ROYAL BANK OF CANADA	1.85%	76.31K	3.66M	-53.91K	-41.40%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.15%	6.22K	298.47K	0	0
Jun 30, 2025	TRIAGEN WEALTH MANAGEMENT LLC	0.16%	6.62K	317.66K	-3.26K	-33.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.17%	7.19K	344.84K	1.4K	+24.17%
Jun 30, 2025	TOWERPOINT WEALTH, LLC	0.18%	7.55K	361.98K	-670	-8.15%
Jun 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.22%	9.07K	435.04K	-236	-2.54%
Jun 30, 2025	CLIFFORD SWAN INVESTMENT COUNSEL LLC	0.27%	11.35K	544.22K	420	+3.84%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	22.42K	1.08M	-12.78K	-36.32%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.55%	22.79K	1.09M	584	+2.63%
Jun 30, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.58%	23.79K	1.14M	9K	+60.86%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.7%	29K	1.39M	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.8%	32.96K	1.58M	32.96K	+100.00%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.99%	40.75K	1.95M	8.86K	+27.78%
Jun 30, 2025	UBS GROUP AG	1.08%	44.46K	2.13M	2.73K	+6.54%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	1.18%	48.65K	2.33M	7.01K	+16.82%
Jun 30, 2025	MARINER, LLC	1.44%	59.65K	2.86M	17.31K	+40.88%
Jun 30, 2025	JANE STREET GROUP, LLC	2.15%	88.95K	4.27M	56.13K	+171.02%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.55%	105.48K	5.06M	20.96K	+24.81%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0.12%	4.99K	239.47K	4.99K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	5.07K	243.31K	-67	-1.30%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	5.38K	257.81K	-1.29K	-19.29%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.14%	5.95K	285.43K	-515	-7.97%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	6K	287.82K	0	0
Jun 30, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.15%	6K	287.82K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.15%	6.17K	295.74K	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.81%	33.27K	1.6M	33.27K	+100.00%
Jun 30, 2025	MORGAN STANLEY	5.11%	210.89K	10.12M	12.72K	+6.42%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	47.75%	1.97M	94.58M	-27.43K	-1.37%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.17%	7.22K	346.44K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	18.51K	888K	2.98K	+19.21%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	18.66K	895.22K	14.53K	+351.86%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	15.52K	754K	-4.06K	-20.73%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.39%	23.01K	1.11M	1.4K	+6.46%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.11%	6.17K	299.25K	0	0
Mar 31, 2025	UBS GROUP AG	0.71%	41.73K	2.03M	2.37K	+6.01%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.79%	46.14K	2.22M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.96%	56K	2.72M	3.61K	+6.89%
Mar 31, 2025	CATALINA CAPITAL GROUP, LLC	0.4%	23.36K	1.13M	-168	-0.71%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	34.17%	2M	97.04M	89.95K	+4.71%
Mar 31, 2025	ROYAL BANK OF CANADA	2.23%	130.22K	6.32M	3.04K	+2.39%
Mar 31, 2025	MORGAN STANLEY	3.39%	198.17K	9.62M	-72.05K	-26.66%
Mar 31, 2025	LPL FINANCIAL LLC	12.26%	717.46K	34.83M	-43.02K	-5.66%
Mar 31, 2025	TIDEMARK, LLC	0.28%	16.19K	786.02K	370	+2.34%
Mar 31, 2025		0.25%	14.64K	621.18K	14.64K	+100.00%
Mar 31, 2025	MANCHESTER FINANCIAL INC	0.36%	21.12K	1.03M	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.11%	6.22K	302.02K	6.22K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	6.66K	323.33K	-216	-3.14%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.12%	6.79K	329.7K	5	+0.07%
Mar 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.16%	9.31K	451.67K	2	+0.02%
Mar 31, 2025	TRIAGEN WEALTH MANAGEMENT LLC	0.17%	9.88K	479.72K	-1.04K	-9.55%
Mar 31, 2025	MGO ONE SEVEN LLC	0.24%	14.28K	693.15K	680	+5.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.24%	14.32K	695K	-24.67K	-63.26%
Mar 31, 2025	BLUE ZONE WEALTH ADVISORS, LLC	0.25%	14.79K	717.76K	0	0
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.19%	11.11K	539.23K	4.08K	+58.00%
Mar 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.52%	30.2K	1.47M	3.1K	+11.44%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	22.21K	1.08M	1.43K	+6.90%
Mar 31, 2025	INTEGRAL INVESTMENT ADVISORS, INC.	0.43%	25.45K	1.24M	-100	-0.39%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.2%	11.99K	582K	-680	-5.37%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.55%	31.89K	1.55M	606	+1.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	19.68K	955K	-1.63K	-7.66%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	12.69K	616.07K	12.69K	+100.00%
Mar 31, 2025	GTS SECURITIES LLC	0.48%	28.16K	1.37M	13.85K	+96.83%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.5%	29K	1.41M	1K	+3.57%
Mar 31, 2025	CHANNEL WEALTH LLC	0.51%	29.7K	1.44M	-8.62K	-22.50%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.16%	9.07K	440.21K	2	+0.02%
Mar 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.66%	38.45K	1.87M	1.84K	+5.04%
Mar 31, 2025	CITIZENS BUSINESS BANK	2.1%	123.08K	5.97M	-5.81K	-4.51%
Mar 31, 2025	JANE STREET GROUP, LLC	0.56%	32.82K	1.59M	-8.86K	-21.26%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	35.2K	1.71M	9.13K	+35.04%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.69%	40.58K	1.97M	-2.77K	-6.38%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.71%	41.65K	2.02M	6.38K	+18.10%
Mar 31, 2025	MARINER, LLC	0.72%	42.34K	2.06M	-4.8K	-10.19%
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	1.76%	103.04K	5.01M	2.11K	+2.09%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.12%	7.22K	350.56K	0	0
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.16%	9.23K	448.22K	9.23K	+100.00%
Mar 31, 2025	CLIFFORD SWAN INVESTMENT COUNSEL LLC	0.19%	10.93K	530.3K	10.93K	+100.00%
Mar 31, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.26%	15K	717.07K	-5.04K	-25.14%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.44%	84.51K	4.1M	27.2K	+47.45%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	6.47K	313.8K	-12	-0.19%
Mar 31, 2025	TOWERPOINT WEALTH, LLC	0.14%	8.22K	398.81K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	21.41K	1.06M	551	+2.64%
Mar 31, 2024		0.45%	19.62K	974.28K	7.53K	+62.24%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	65	-2.06K	-99.95%
Mar 31, 2024	DUNHILL FINANCIAL, LLC	0.01%	272	13.52K	2	+0.74%
Mar 31, 2024	PRIVATE TRUST CO NA	0.01%	331	16.43K	110	+49.77%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	864	42.88K	-32	-3.57%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0.03%	1.41K	70.21K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.07%	3.05K	151.23K	-21	-0.68%
Mar 31, 2024	JOHNSON BIXBY & ASSOCIATES, LLC	0.09%	4.03K	200.24K	4.03K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.09%	4.13K	205.08K	30	+0.73%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.09%	4.17K	206.82K	4.17K	+100.00%
Mar 31, 2024	CYPRESS WEALTH SERVICES, LLC	0.1%	4.25K	211.01K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.11%	4.69K	233.06K	-9.87K	-67.77%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	4.79K	237.63K	588	+14.01%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.14%	6.17K	306.09K	0	0
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.14%	6.28K	311.62K	-646	-9.33%
Mar 31, 2024	MGO ONE SEVEN LLC	0.18%	8K	397.2K	0	0
Mar 31, 2024	TWIN PEAKS WEALTH ADVISORS, LLC	0.18%	8.07K	400.74K	-5.36K	-39.93%
Mar 31, 2024	TOWERPOINT WEALTH, LLC	0.2%	8.66K	430.02K	2.35K	+37.30%
Mar 31, 2024	CHANNEL WEALTH LLC	0.21%	9.25K	459.06K	9.25K	+100.00%
Mar 31, 2024	WARREN STREET WEALTH ADVISORS, LLC	0.21%	9.42K	467.6K	0	0
Mar 31, 2024	TRIAGEN WEALTH MANAGEMENT LLC	0.28%	12.29K	610.3K	-78	-0.63%
Mar 31, 2024	GTS SECURITIES LLC	0.28%	12.42K	616.55K	5.19K	+71.80%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.33%	14.27K	709K	-5.34K	-27.21%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	17.43K	865K	17.43K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.46%	20.12K	998.69K	169	+0.85%
Mar 31, 2024	MANCHESTER FINANCIAL INC	0.48%	21.12K	1.05M	0	0
Mar 31, 2024	INTEGRAL INVESTMENT ADVISORS, INC.	0.49%	21.75K	1.08M	6.8K	+45.48%
Mar 31, 2024	TIDEMARK, LLC	0.6%	26.6K	1.32M	1.55K	+6.20%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.66%	28.93K	1.44M	805	+2.86%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.67%	29.55K	1.47M	620	+2.14%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.7%	30.51K	1.51M	-2.62K	-7.91%
Mar 31, 2024	RUNNING POINT CAPITAL ADVISORS, LLC	0.7%	30.95K	1.54M	0	0
Mar 31, 2024	CATALINA CAPITAL GROUP, LLC	0.73%	31.91K	1.58M	-1.78K	-5.29%
Mar 31, 2024	UBS GROUP AG	0.73%	31.88K	1.58M	529	+1.69%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.83%	36.48K	1.81M	9.31K	+34.29%
Mar 31, 2024	SOUTHLAND EQUITY PARTNERS LLC	1.28%	56.17K	2.79M	11.08K	+24.57%
Mar 31, 2024	JANE STREET GROUP, LLC	1.28%	55.46K	2.75M	55.46K	+100.00%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	1.95%	85.85K	4.26M	-1.05K	-1.21%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.01%	87.21K	4.33M	87.21K	+100.00%
Mar 31, 2024	CITIZENS BUSINESS BANK	2.04%	89.88K	4.46M	-24.37K	-21.33%
Mar 31, 2024	LPL FINANCIAL LLC	13.41%	581.61K	28.88M	129.33K	+28.60%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	30.25%	1.33M	66.05M	312.54K	+30.71%
Mar 31, 2024	ROYAL BANK OF CANADA	1.85%	80.23K	3.98M	19.03K	+31.10%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.61%	113.14K	5.62M	113.14K	+100.00%
Mar 31, 2024	MORGAN STANLEY	4.43%	192.16K	9.54M	14.42K	+8.11%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.11%	4.93K	244.79K	4.93K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.13%	5.56K	276.03K	5.56K	+100.00%
Mar 31, 2024	FLAGSTAR ADVISORS INC.	0.44%	19.44K	965.42K	140	+0.73%
Mar 31, 2024	NEW INSIGHT WEALTH ADVISORS	0.45%	19.62K	974.28K	7.53K	+62.24%
Mar 31, 2024	MARINER, LLC	0.87%	38.23K	1.9M	4.68K	+13.96%
Mar 31, 2024	TEAM FINANCIAL GROUP, LLC	0%	0	-	-35	-100.00%
Mar 31, 2024	ADVISOR RESOURCE COUNCIL	0%	0	-	-4.26K	-100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-34.94K	-100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-158.47K	-100.00%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0%	0	-	-6.36K	-100.00%
Mar 31, 2024	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0%	0	-	-4.01K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-5.83K	-100.00%
Dec 31, 2023	TOWERPOINT WEALTH, LLC	0.14%	6.31K	314.83K	-262	-3.99%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.14%	6.17K	307.7K	6.17K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.13%	5.83K	291K	-394	-6.33%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.1%	4.48K	223.4K	-20.89K	-82.35%
Dec 31, 2023	ADVISOR RESOURCE COUNCIL	0.1%	4.26K	212.67K	4.26K	+100.00%
Dec 31, 2023	CYPRESS WEALTH SERVICES, LLC	0.1%	4.25K	212.12K	4.25K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	4.2K	209.52K	4.2K	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.09%	4.12K	205.7K	600	+17.04%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.09%	4.1K	204.66K	4.1K	+100.00%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.09%	4.01K	200K	4.01K	+100.00%
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.07%	3.07K	153.08K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	2.06K	102.86K	2.06K	+100.00%
Dec 31, 2023	CHILTON CAPITAL MANAGEMENT LLC	0.03%	1.41K	70.57K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	896	44.71K	6	+0.67%
Dec 31, 2023		0.01%	270	13.49K	270	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0.01%	221	11.03K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	86	4.29K	86	+100.00%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	23.33%	1.02M	50.79M	461.64K	+83.02%
Dec 31, 2023	LPL FINANCIAL LLC	10.37%	452.28K	22.57M	22.76K	+5.30%
Dec 31, 2023	MORGAN STANLEY	4.07%	177.74K	8.87M	23.46K	+15.21%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.63%	158.47K	7.91M	2.21K	+1.42%
Dec 31, 2023	CITIZENS BUSINESS BANK	2.62%	114.25K	5.7M	24.68K	+27.55%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	1.99%	86.9K	4.34M	2.48K	+2.94%
Dec 31, 2023	ROYAL BANK OF CANADA	1.4%	61.2K	3.05M	-9.89K	-13.91%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.8%	34.94K	700K	34.94K	+100.00%
Dec 31, 2023	MARINER, LLC	0.77%	33.55K	1.67M	-760	-2.22%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.66%	28.93K	1.44M	5.09K	+21.35%
Dec 31, 2023	RUNNING POINT CAPITAL ADVISORS, LLC	0.71%	30.95K	1.54M	7.71K	+33.19%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.49%	21.55K	1.08M	21.55K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.62%	27.16K	1.36M	13.31K	+96.03%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.64%	28.13K	1.4M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.76%	33.13K	1.65M	-11.22K	-25.30%
Dec 31, 2023	MANCHESTER FINANCIAL INC	0.48%	21.12K	1.05M	0	0
Dec 31, 2023	UBS GROUP AG	0.72%	31.35K	1.56M	9.6K	+44.14%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	20.86K	1.04M	4.73K	+29.29%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.46%	19.95K	995.48K	2.37K	+13.50%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.45%	19.61K	978K	-451	-2.25%
Dec 31, 2023	FLAGSTAR ADVISORS INC.	0.44%	19.3K	963.47K	2.34K	+13.81%
Dec 31, 2023	INTEGRAL INVESTMENT ADVISORS, INC.	0.34%	14.95K	746.16K	125	+0.84%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.33%	14.56K	726.89K	-1.52K	-9.47%
Dec 31, 2023	TRIAGEN WEALTH MANAGEMENT LLC	0.28%	12.37K	617.39K	437	+3.66%
Dec 31, 2023	WARREN STREET WEALTH ADVISORS, LLC	0.22%	9.42K	470.05K	-937	-9.05%
Dec 31, 2023	MGO ONE SEVEN LLC	0.18%	8K	399.28K	8K	+100.00%
Dec 31, 2023	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	6.92K	345.45K	-7.23K	-51.08%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.15%	6.36K	317.28K	-2.99K	-31.99%

Insiders

Among the FCAL insiders holding of N/A of the stake in company, POHLAD ROBERT C, 10 percent owner, holds the largest shares of 936.94K. KUM CHONG GUK, President & CEO, is the second largest FCAL insider with ownership of 403.7K shares. COHEN JOSEPH N, director, stands third with possession of 28.59K shares of that stake.

Insiders	Designation	Shares Held
POHLAD ROBERT C	10 percent owner	936.94K
KUM CHONG GUK	President & CEO	403.7K
COHEN JOSEPH N	director	28.59K
HUBENETTE ANTOINETTE	director	11.4K
BARTLETT ROBERT W	Executive VP & CCO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 21, 2012	KUM CHONG GUK	PURCHASE	5.29	28.36K	150K	403.7K
Dec 07, 2011	COHEN JOSEPH N	PURCHASE	3.45	9.5K	32.78K	28.59K
Nov 01, 2011	COHEN JOSEPH N	PURCHASE	3.25	4.8K	15.6K	19.09K
Oct 31, 2011	COHEN JOSEPH N	PURCHASE	3.25	200	650	14.29K
Jul 20, 2011	KUM CHONG GUK	PURCHASE	3.75	300K	1.13M	375.35K
Mar 24, 2010	KUM CHONG GUK	PURCHASE	2.50	10K	25K	75.35K
Mar 24, 2010	COHEN JOSEPH N	PURCHASE	2.50	2K	5K	10.12K
Mar 31, 2009	HUBENETTE ANTOINETTE	PURCHASE	4.18	900	3.76K	11.4K
Jan 09, 2009	POHLAD ROBERT C	PURCHASE	15.64	3.13K	48.89K	936.94K
Jul 01, 2008	POHLAD ROBERT C	PURCHASE	24.76	27.56K	682.48K	931.94K
Feb 11, 2008	POHLAD ROBERT C	PURCHASE	23.73	3.33K	79.12K	904.38K
Nov 27, 2007	POHLAD ROBERT C	PURCHASE	23.73	27.56K	654.09K	901.04K
Aug 09, 2007	KUM CHONG GUK	PURCHASE	10.68	900	9.61K	50.94K
Jun 20, 2007	POHLAD ROBERT C	PURCHASE	22.76	18.58K	422.91K	860.36K
Jun 20, 2007	BARTLETT ROBERT W	SALE	15.64	39.38K	616.02K	0

Frequently Asked Questions