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

Who are the major shareholders selling Fidelity Stocks for Inflation ETF stock?

GOLDEN STATE WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in FCPI by -41.37% restricting it's holding to 8.86 thousand shares of worth nearly $483.80K. ATRIA INVESTMENTS, INC also lessened -38.17% of the FCPI shares from its portfolio, reducing its holding to 11.4 thousand shares of worth $622.80K. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned FCPI shares holding by -3.51% last quarter which brought its holding to 13.46 thousand shares worth $735.22K.

Investors who are buying FCPI stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in FCPI by 100% in the last quarter. The institutional holder raised its holding to 8.88 thousand shares having worth more than $485.08K. NATIONAL BANK OF CANADA /FI/ also added 2.17% more shares of FCPI to its portfolio, raising its holding to 9.51 thousand shares of worth $518.74K. CETERA INVESTMENT ADVISERS also increased its FCPI shares holding by 11.82% which brought its holding to 13.46 thousand shares worth $735.03K.

FCPI's major insiders: who are they?

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

Did an insider recently sell FCPI stock?

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

Which insider recently purchased FCPI stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity Stocks for Inflation ETF insiders have bought stock, totalling 0 shares

How much of FCPI does insiders own?

Around 0 Fidelity Stocks for Inflation ETF shares are held by insiders, which represents about N/A of FCPI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FCPI?

GOLDEN STATE WEALTH MANAGEMENT, LLC is the largest institutional owner in FCPI which holds 8.86 thousand shares worth $483.80K or 0.18% of the total FCPI shares outstanding followed by JANE STREET GROUP, LLC with ownership of 8.88 thousand shares representing 0.18% of the FCPI ownership. NATIONAL BANK OF CANADA /FI/ is the third largest stakeholder with 9.51 thousand shares or 0.19% of the ownership worth more than $518.74K.

Is Fidelity Stocks for Inflation 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 FCPI is concerned, it is a stock which is optionable.

Is there a short position on FCPI's shares?

Number of FCPI 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 FCPI shares are there?

As of today, null shares of FCPI are outstanding.

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

FCPI 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 FCPI is null.

Fidelity Stocks for Inflation ETF (FCPI) 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. GOLDEN STATE WEALTH MANAGEMENT, LLC is the top corporate investor, holding 8.86K shares valued at $483.80K. A 0.18% stake in Fidelity Stocks for Inflation ETF is owned by the company. JANE STREET GROUP, LLC owns 8.88K shares valued at $485.08K, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	8.86K	483.8K	-6.25K	-41.37%
Jun 30, 2026	JANE STREET GROUP, LLC	0.18%	8.88K	485.08K	8.88K	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.19%	9.51K	518.74K	202	+2.17%
Jun 30, 2026	WEALTHGARDEN F.S. LLC	0.21%	10.82K	591.06K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.23%	11.4K	622.8K	-7.04K	-38.17%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.27%	13.46K	735.03K	1.42K	+11.82%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	13.46K	735.22K	-489	-3.51%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.43%	21.66K	1.18M	1.06K	+5.13%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.05%	2.67K	146.05K	-316	-10.57%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.51%	26K	1.42M	-20.43K	-44.00%
Jun 30, 2026	FMR LLC	0.59%	29.81K	1.63M	4.55K	+18.03%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.65%	32.74K	1.79M	-9.41K	-22.32%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.67%	34.06K	1.86M	-1.5K	-4.21%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	120	6.55K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	246	13.44K	-500	-67.02%
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0.01%	632	34.52K	632	+100.00%
Jun 30, 2026	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.01%	705	38.47K	0	0
Jun 30, 2026	ARCHER INVESTMENT CORP	0.02%	806	44.04K	1	+0.12%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.02%	1.18K	64.24K	1.18K	+100.00%
Jun 30, 2026	SIGNATURE EQUITY PARTNERS, LLC	0.03%	1.74K	95.04K	6	+0.35%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.04%	1.78K	97.42K	1.76K	+7,036.00%
Jun 30, 2026	WILLIAMS & NOVAK, LLC	0.08%	4.01K	219.03K	4.01K	+100.00%
Jun 30, 2026	CORNERSTONE WEALTH GROUP, LLC	0.08%	4.08K	222.98K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	4.12K	224.79K	-249	-5.70%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	4.27K	233.05K	4.27K	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.09%	4.5K	245.79K	0	0
Jun 30, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.12%	5.85K	319.25K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	39.23K	2.14M	1.45K	+3.83%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	6	378	0	0
Jun 30, 2026	DUNHILL FINANCIAL, LLC	0%	44	2.41K	24	+120.00%
Jun 30, 2026	ASSETMARK, INC	0%	59	3.22K	-49	-45.37%
Jun 30, 2026	MORGAN STANLEY	0%	91	4.97K	1	+1.11%
Jun 30, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	101	5.56K	0	0
Jun 30, 2026	SUNRISE FINANCIAL SERVICES, LLC	0.01%	250	13.66K	0	0
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	283	15.46K	200	+240.96%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	336	18.37K	1	+0.30%
Jun 30, 2026	CONCORD WEALTH PARTNERS	0.05%	2.4K	131.01K	2.4K	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.06%	3.08K	168.34K	0	0
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.07%	3.75K	204.83K	3.75K	+100.00%
Jun 30, 2026	XML FINANCIAL, LLC	0.1%	5.11K	279.16K	14	+0.27%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	5.45K	297.68K	225	+4.31%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.13%	6.51K	355.38K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.16%	7.94K	433.84K	-286	-3.48%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	44.15K	2.41M	4.03K	+10.03%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.12%	56.64K	3.1M	28.97K	+104.71%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.6%	80.59K	4.4M	19.34K	+31.57%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	2.24%	113.05K	6.17M	-66.27K	-36.96%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.28%	114.98K	6.28M	3.88K	+3.49%
Jun 30, 2026	LPL FINANCIAL LLC	2.73%	137.8K	7.53M	34	+0.02%
Jun 30, 2026	CITADEL ADVISORS LLC	0.16%	8.05K	439.69K	-38.65K	-82.76%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.92%	46.42K	2.28M	31.22K	+205.30%
Mar 31, 2026	SUNRISE FINANCIAL SERVICES, LLC	0.01%	250	12.29K	0	0
Mar 31, 2026	SIGNATURE EQUITY PARTNERS, LLC	0.03%	1.73K	85.27K	7	+0.41%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	746	36.67K	500	+203.25%
Mar 31, 2026	IFP ADVISORS, INC	0.06%	3.08K	151.51K	0	0
Mar 31, 2026	XML FINANCIAL, LLC	0.1%	5.1K	250.56K	90	+1.80%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	120	5.9K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	5.23K	256.88K	2.11K	+67.58%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	165	8.11K	0	0
Mar 31, 2026	MORGAN STANLEY	0%	90	4.42K	-94	-51.09%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	101	4.99K	1	+1.00%
Mar 31, 2026	ASSETMARK, INC	0%	108	5.31K	-84	-43.75%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	335	16.48K	1	+0.30%
Mar 31, 2026	US BANCORP \DE\	0.01%	348	17.11K	348	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.01%	627	30.85K	392	+166.81%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0%	83	4.08K	-99	-54.40%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.02%	805	39.55K	-7	-0.86%
Mar 31, 2026	CORNERSTONE WEALTH GROUP, LLC	0.08%	4.08K	212.94K	0	0
Mar 31, 2026	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.01%	705	34.27K	-1.68K	-70.47%
Mar 31, 2026		0%	250	12.29K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.06%	2.99K	146.99K	0	0
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.12%	5.85K	287.34K	-655	-10.08%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.13%	6.51K	319.85K	1.9K	+41.25%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	37.78K	1.86M	669	+1.80%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.09%	4.37K	214.58K	4.37K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	40.13K	1.97M	-2.39K	-5.62%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.83%	42.15K	2.07M	42.15K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.92%	46.7K	2.3M	16.6K	+55.15%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.21%	61.25K	3.01M	27.4K	+80.95%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.2%	111.1K	5.52M	-7.57K	-6.38%
Mar 31, 2026	LPL FINANCIAL LLC	2.73%	137.77K	6.77M	408	+0.30%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	3.55%	179.32K	8.82M	-14.63K	-7.55%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	6	334	-124	-95.38%
Mar 31, 2026	WEALTHGARDEN F.S. LLC	0.21%	10.82K	531.98K	0	0
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.14%	6.84K	336.03K	-33	-0.48%
Mar 31, 2026	GTS SECURITIES LLC	0.15%	7.33K	360.24K	-19.59K	-72.77%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.16%	8.23K	404.51K	25	+0.30%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.18%	9.31K	457.17K	1.38K	+17.33%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.37%	18.44K	906.52K	-165.66K	-89.98%
Mar 31, 2026	PRIVATE TRUST CO NA	0.09%	4.5K	221.22K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.55%	27.67K	1.36M	-66.01K	-70.46%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0.7%	35.55K	1.02M	35.55K	+100.00%
Mar 31, 2026	ELYXIUM WEALTH, LLC	0%	0	-	-523	-100.00%
Mar 31, 2026	CONCORD WEALTH PARTNERS	0%	0	-	-2.46K	-100.00%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0%	0	-	-20.61K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-16.13K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-397	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	30	0	0
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0%	20	987	20	+100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	25	1.23K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.7%	35.56K	1.75M	-1.09K	-2.97%
Mar 31, 2026	CWM, LLC	0.02%	1.23K	60.45K	173	+16.37%
Mar 31, 2026	UBS GROUP AG	0.03%	1.27K	62.34K	1.27K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	12.04K	591.66K	1.02K	+9.27%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	13.95K	685.77K	-76	-0.54%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.3%	15.11K	742.69K	-24.59K	-61.94%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.41%	20.6K	1.01M	-20.4K	-49.76%
Mar 31, 2026	FMR LLC	0.5%	25.25K	1.24M	803	+3.28%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.71%	33.85K	1.67M	3.15K	+10.26%
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	100	5K	100	+100.00%
Dec 31, 2025	17 CAPITAL PARTNERS, LLC	0%	0	-	-4.71K	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-106	-100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0%	0	-	-6.91K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.56K	-100.00%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0%	0	-	-4.01K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.63%	30.1K	1.49M	7.95K	+35.87%
Dec 31, 2025	GTS SECURITIES LLC	0.57%	26.91K	1.33M	13.91K	+106.94%
Dec 31, 2025	FMR LLC	0.52%	24.45K	1.21M	-293	-1.18%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.43%	20.61K	1.02M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.34%	16.13K	798.31K	16.13K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.32%	15.21K	752.38K	86	+0.57%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	14.03K	694K	22	+0.16%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	11.01K	544.96K	519	+4.95%
Dec 31, 2025	WEALTHGARDEN F.S. LLC	0.23%	10.82K	551.45K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	3.12K	154.29K	3.12K	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.06%	3.08K	152.5K	-623	-16.82%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.06%	2.99K	147.95K	-456	-13.23%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.05%	2.46K	121.76K	16	+0.65%
Dec 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.05%	2.39K	118.11K	0	0
Dec 31, 2025	CWM, LLC	0.02%	1.06K	52K	0	0
Dec 31, 2025	ARCHER INVESTMENT CORP	0.02%	812	40.2K	3	+0.37%
Dec 31, 2025	ELYXIUM WEALTH, LLC	0.01%	523	25.9K	523	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	8.4K	415.63K	8.4K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.17%	8.2K	405.93K	40	+0.49%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	6.87K	339.83K	217	+3.26%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.1%	4.61K	227.92K	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	4.19K	207.47K	-1.21K	-22.32%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.09%	4.08K	202K	0	0
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	165	8.16K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	130	6.48K	-95	-42.22%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	120	5.94K	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	4.08%	193.95K	9.6M	455	+0.24%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.97%	93.68K	4.64M	2.16K	+2.36%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.86%	41K	2.03M	20.4K	+98.98%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	37.11K	1.84M	4.36K	+13.31%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	36.65K	1.81M	2.56K	+7.52%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	397	19.64K	-1.52K	-79.33%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	334	16.52K	2	+0.60%
Dec 31, 2025		0.01%	250	12.37K	250	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	246	12.17K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	235	11.63K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	192	9.5K	-24	-11.11%
Dec 31, 2025	MORGAN STANLEY	0%	184	9.1K	-1	-0.54%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	182	9.01K	0	0
Dec 31, 2025	ATRIA INVESTMENTS, INC	3.87%	184.1K	9.11M	-4.89K	-2.59%
Dec 31, 2025	LPL FINANCIAL LLC	2.91%	137.36K	6.8M	-36.46K	-20.98%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.5%	118.67K	5.95M	10.35K	+9.56%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	42.52K	2.1M	-4.8K	-10.14%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.84%	39.7K	1.96M	-1.47K	-3.58%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.17%	7.94K	392.67K	4.39K	+123.55%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.14%	6.5K	321.62K	-195	-2.91%
Dec 31, 2025	XML FINANCIAL, LLC	0.11%	5.01K	247.74K	28	+0.56%
Dec 31, 2025	PRIVATE TRUST CO NA	0.09%	4.5K	222.66K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	25	1.24K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	28	1	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.51K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-63	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-35	-100.00%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-29.14K	-100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.08%	3.71K	185.64K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	106	5.34K	0	0
Sep 30, 2025	UBS GROUP AG	0%	35	1.75K	-4.27K	-99.19%
Sep 30, 2025	ATRIA INVESTMENTS, INC	3.85%	188.99K	9.47M	15.27K	+8.79%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	0	-	-54	-100.00%
Sep 30, 2025	TRANSCE3ND, LLC	0%	0	-	-18	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	32.75K	1.64M	6.81K	+26.26%
Sep 30, 2025	GUERRA ADVISORS INC	0%	147	7.37K	147	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	63	3.16K	63	+100.00%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	165	8.27K	165	+100.00%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	182	9.12K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.92K	96.25K	1.04K	+117.80%
Sep 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.05%	2.39K	119.58K	-1.96K	-45.06%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-4.98K	-100.00%
Sep 30, 2025	HIGH FALLS ADVISORS, INC	0%	0	-	-6.75K	-100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-350	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-561	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	185	9.29K	-48	-20.60%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	225	11.3K	-16.04K	-98.62%
Sep 30, 2025	ASSETMARK, INC	0%	216	10.82K	-120	-35.71%
Sep 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.08%	4.08K	204.54K	4.08K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	3.94%	193.5K	9.69M	17.64K	+10.03%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	8.16K	409.07K	-141	-1.70%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	4.61K	230.8K	4.61K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	3.54%	173.82K	8.71M	40.93K	+30.79%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.84%	41.17K	2.06M	39	+0.09%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	6.91K	348K	6.91K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	8.51K	426.34K	8.51K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	10.5K	525.88K	-52	-0.49%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	14K	701.61K	42	+0.30%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.42%	20.61K	1.03M	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.09%	4.5K	225.47K	0	0
Sep 30, 2025	17 CAPITAL PARTNERS, LLC	0.1%	4.71K	235.99K	-300	-5.99%
Sep 30, 2025	XML FINANCIAL, LLC	0.1%	4.98K	249.45K	15	+0.30%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	5.4K	270.46K	-45	-0.83%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.21%	108.32K	5.44M	3.48K	+3.32%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	246	12.33K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	332	16.61K	332	+100.00%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.02%	809	40.52K	809	+100.00%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	6.65K	333.26K	237	+3.70%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	30.7K	1.54M	8.03K	+35.43%
Sep 30, 2025	FMR LLC	0.5%	24.74K	1.24M	1.58K	+6.84%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.42%	20.61K	1.03M	0	0
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.08%	4.01K	200.92K	4.01K	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	235	11.77K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	120	6.01K	20	+20.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.87%	91.52K	4.57M	-889	-0.96%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	47.31K	2.37M	-5.8K	-10.92%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	34.08K	1.71M	3.68K	+12.10%
Sep 30, 2025	CITADEL ADVISORS LLC	0.45%	22.15K	1.11M	-15.62K	-41.35%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	15.12K	757.57K	-3.45K	-18.56%
Sep 30, 2025	GTS SECURITIES LLC	0.27%	13.01K	651.65K	13.01K	+100.00%
Sep 30, 2025	WEALTHGARDEN F.S. LLC	0.22%	10.82K	540.2K	-13	-0.12%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.14%	6.7K	335.45K	-1.17K	-14.88%
Sep 30, 2025	CWM, LLC	0.02%	1.06K	53K	653	+161.63%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.05%	2.45K	122.48K	9	+0.37%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	2.56K	128.45K	-126	-4.68%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	3.45K	172.66K	-152	-4.22%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.07%	3.55K	177.71K	3.55K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	882	41.15K	882	+100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-5.58K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	182	8.49K	0	0
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0%	0	-	-358	-100.00%
Jun 30, 2025	GTS SECURITIES LLC	0%	0	-	-37.56K	-100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	25	1.17K	0	0
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	350	16.33K	250	+250.00%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.05%	2.44K	113.66K	7	+0.29%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	2.69K	125.51K	2.69K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.08%	3.6K	167.85K	-240	-6.25%
Jun 30, 2025	PRIVATE TRUST CO NA	0.1%	4.5K	209.93K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	5.04K	235.06K	5.04K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.12%	5.44K	253.92K	1	+0.02%
Jun 30, 2025	HIGH FALLS ADVISORS, INC	0.14%	6.75K	314.89K	6.75K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.17%	7.87K	366.9K	-2.24K	-22.17%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	8.31K	387.42K	34	+0.41%
Jun 30, 2025	JPMORGAN CHASE & CO	0.35%	16.27K	758.77K	12.59K	+343.07%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.01%	235	10.96K	235	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	561	26.15K	560	+56,000.00%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.44%	20.61K	961.22K	0	0
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.44%	20.61K	961.22K	20.61K	+100.00%
Jun 30, 2025	FMR LLC	0.49%	23.16K	1.08M	1.21K	+5.53%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	30.4K	1.42M	2.61K	+9.38%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.97%	92.41K	4.31M	44.93K	+94.62%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.23%	104.84K	4.96M	9.3K	+9.74%
Jun 30, 2025	ATRIA INVESTMENTS, INC	3.7%	173.73K	8.1M	173.73K	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	0	-	-2.14K	-100.00%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	54	2.5K	1	+1.89%
Jun 30, 2025	ASSETMARK, INC	0.01%	336	15.67K	336	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	246	11.48K	0	0
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.09%	4.35K	202.76K	-750	-14.72%
Jun 30, 2025	IFP ADVISORS, INC	0.08%	3.71K	172.85K	-69	-1.83%
Jun 30, 2025	XML FINANCIAL, LLC	0.11%	4.96K	231.59K	4.96K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.11%	4.98K	232.32K	4.98K	+100.00%
Jun 30, 2025	TRANSCE3ND, LLC	0%	18	840	13	+260.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	100	4.67K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	106	4.95K	106	+100.00%
Jun 30, 2025	UBS GROUP AG	0.09%	4.3K	200.64K	-1.04K	-19.40%
Jun 30, 2025	17 CAPITAL PARTNERS, LLC	0.11%	5.01K	233.72K	0	0
Jun 30, 2025	CLARITY CAPITAL PARTNERS LLC	0.13%	6.26K	291.84K	421	+7.22%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	6.41K	299.23K	295	+4.82%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	10.55K	492K	-238	-2.21%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	13.96K	651.32K	49	+0.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.4%	18.57K	866.1K	832	+4.69%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	25.94K	1.21M	1.16K	+4.67%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.62%	29.14K	1.36M	29.14K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	53.11K	2.48M	1.61K	+3.12%
Jun 30, 2025	MORGAN STANLEY	0.01%	233	10.88M	-1.31K	-84.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.48%	22.67K	1.06B	-19.81K	-46.64%
Jun 30, 2025	CITADEL ADVISORS LLC	0.8%	37.77K	1.76B	-11.26K	-22.97%
Jun 30, 2025	LPL FINANCIAL LLC	2.83%	132.9K	6.2M	27.56K	+26.17%
Jun 30, 2025		0%	18	840	13	+260.00%
Jun 30, 2025	CWM, LLC	0.01%	404	19K	404	+100.00%
Jun 30, 2025	WEALTHGARDEN F.S. LLC	0.23%	10.83K	511.02K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.88%	41.13K	1.92M	41.13K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.08%	47.48K	2.06M	-31.18K	-39.64%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.47%	20.61K	891.79K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.09%	3.77K	163.36K	0	0
Mar 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.23%	10.11K	437.34K	-3.8K	-27.30%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	8.27K	357.97K	-2	-0.02%
Mar 31, 2025	JPMORGAN CHASE & CO	0.08%	3.67K	158.9K	3.67K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.04%	1.55K	66.91K	232	+17.66%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	13.91K	602.12K	171	+1.24%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.18%	51.5K	2.23M	5.51K	+11.99%
Mar 31, 2025	CONCORD WEALTH PARTNERS	0.06%	2.43K	105.12K	10	+0.41%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.05%	2.14K	92.62K	-1.24K	-36.63%
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.01%	358	15.48K	2	+0.56%
Mar 31, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	53	2.31K	0	0
Mar 31, 2025		0%	5	216	0	0
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-20.61K	-100.00%
Mar 31, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0%	0	-	-1.02K	-100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	24.78K	1.07M	-828	-3.23%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	6.12K	264.82K	1.08K	+21.46%
Mar 31, 2025	17 CAPITAL PARTNERS, LLC	0.11%	5.01K	216.83K	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.1%	4.5K	194.76K	0	0
Mar 31, 2025	SPECTRUM WEALTH COUNSEL, LLC	0.01%	331	14.33K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	25	1.05K	0	0
Mar 31, 2025	GTS SECURITIES LLC	0.86%	37.56K	1.63M	22.22K	+144.78%
Mar 31, 2025	LPL FINANCIAL LLC	2.4%	105.33K	4.56M	4.88K	+4.86%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.4%	17.73K	767.53K	-9.39K	-34.61%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.09%	3.84K	166.11K	-2.5K	-39.43%
Mar 31, 2025	CLARITY CAPITAL PARTNERS LLC	0.13%	5.84K	252.54K	863	+17.36%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.13%	5.58K	236.91K	5.58K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	246	10.65K	-822	-76.97%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	182	7.88K	0	0
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	100	4.33K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	100	4.33K	-615	-86.01%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.12%	5.44K	235.53K	-381	-6.54%
Mar 31, 2025	FMR LLC	0.5%	21.94K	949.73K	2.85K	+14.94%
Mar 31, 2025	UBS GROUP AG	0.12%	5.34K	230.94K	5.27K	+7,747.06%
Mar 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.12%	5.1K	220.64K	3.64K	+250.17%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-15.02K	-100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.18%	95.53K	4.13M	3.83K	+4.18%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	27.8K	1.2M	-1.17K	-4.04%
Mar 31, 2025	CITADEL ADVISORS LLC	1.12%	49.03K	2.12M	23.56K	+92.52%
Mar 31, 2025	XML FINANCIAL, LLC	0%	0	-	-4.89K	-100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	10.79K	466.77K	-977	-8.31%
Mar 31, 2025	WEALTHGARDEN F.S. LLC	0.25%	10.83K	468.88K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.97%	42.48K	1.84M	-28.8K	-40.40%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	22	-767	-99.87%

Frequently Asked Questions