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

Who are the major shareholders selling Global X - FinTech ETF stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in FINX by -56.57% restricting it's holding to 143.4 thousand shares of worth nearly $3.54M. HARBOR ASSET PLANNING, INC. also lessened -60.76% of the FINX shares from its portfolio, reducing its holding to 217 shares of worth $5.35K. NATIONAL BANK OF CANADA /FI/ also shunned FINX shares holding by -43.57% last quarter which brought its holding to 259 shares worth $6.39K.

Investors who are buying FINX stock?

As per its latest 13F filing, AMERIPRISE FINANCIAL INC increased its stake in FINX by 10.97% in the last quarter. The institutional holder raised its holding to 66.23 thousand shares having worth more than $1.64M. CITADEL ADVISORS LLC also added 100% more shares of FINX to its portfolio, raising its holding to 79.34 thousand shares of worth $1.96M. WELLS FARGO & COMPANY/MN also increased its FINX shares holding by 29.11% which brought its holding to 127.47 thousand shares worth $3.15M.

FINX's major insiders: who are they?

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

Did an insider recently sell FINX stock?

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

Which insider recently purchased FINX stock?

There have been 0 transaction(s) during the past 6-months in which Global X - FinTech ETF insiders have bought stock, totalling 0 shares

How much of FINX does insiders own?

Around 0 Global X - FinTech ETF shares are held by insiders, which represents about N/A of FINX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FINX?

AMERIPRISE FINANCIAL INC is the largest institutional owner in FINX which holds 66.23 thousand shares worth $1.64M or 0.99% of the total FINX shares outstanding followed by CITADEL ADVISORS LLC with ownership of 79.34 thousand shares representing 1.19% of the FINX ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 127.47 thousand shares or 1.91% of the ownership worth more than $3.15M.

Is Global X - FinTech 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 FINX is concerned, it is a stock which is optionable.

Is there a short position on FINX's shares?

Number of FINX 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 FINX shares are there?

As of today, null shares of FINX are outstanding.

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

FINX 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 FINX is null.

Global X - FinTech ETF (FINX) 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. AMERIPRISE FINANCIAL INC is the top corporate investor, holding 66.23K shares valued at $1.64M. A 0.99% stake in Global X - FinTech ETF is owned by the company. CITADEL ADVISORS LLC owns 79.34K shares valued at $1.96M, which translates its holding of 1.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.99%	66.23K	1.64M	6.55K	+10.97%
Jun 30, 2026	CITADEL ADVISORS LLC	1.19%	79.34K	1.96M	79.34K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.91%	127.47K	3.15M	28.74K	+29.11%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.15%	143.4K	3.54M	-186.78K	-56.57%
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0%	198	4.89K	0	0
Jun 30, 2026	HARBOR ASSET PLANNING, INC.	0%	217	5.35K	-336	-60.76%
Jun 30, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0%	230	5.68K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	251	6.2K	251	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0%	259	6.39K	-200	-43.57%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	282	6.96K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0%	293	7.25K	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	625	15.83K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	718	17.73K	-1.76K	-71.04%
Jun 30, 2026	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.01%	750	18.52K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	826	20.41K	826	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.02K	25.16K	62	+6.48%
Jun 30, 2026	DUNCKER STREETT & CO INC	0.01%	1.03K	25.3K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.04K	25.73K	-195	-15.76%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.02%	1.08K	26.59K	0	0
Jun 30, 2026		0.14%	9.03K	222.74K	-96	-1.05%
Jun 30, 2026	ADVISORS MANAGEMENT GROUP INC /ADV	0.19%	12.34K	304K	-87	-0.70%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.19%	12.95K	319.71K	-1.07K	-7.60%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.2%	13.11K	323.67K	325	+2.54%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.3%	19.83K	489.5K	2.11K	+11.94%
Jun 30, 2026	COX CAPITAL MGT LLC	0.35%	23.48K	579.7K	23.48K	+100.00%
Jun 30, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.36%	23.94K	591.01K	1.46K	+6.51%
Jun 30, 2026	PHOENIX WEALTH ADVISORS	0.51%	34.22K	844.84K	50	+0.15%
Jun 30, 2026	CITIGROUP INC	0.57%	38.02K	938.66K	5.39K	+16.50%
Jun 30, 2026	LANE GENERATIONAL LLC	0.84%	55.7K	1.38M	55.7K	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.9%	60.1K	1.48M	41.83K	+228.90%
Jun 30, 2026	STAMOS CAPITAL PARTNERS, L.P.	1.4%	93.22K	2.3M	4.48K	+5.05%
Jun 30, 2026	LPL FINANCIAL LLC	1.77%	118.28K	2.92M	-46.89K	-28.39%
Jun 30, 2026	UBS GROUP AG	2.05%	136.51K	3.37M	2.02K	+1.50%
Jun 30, 2026	BLUE SKY CAPITAL CONSULTANTS GROUP, INC.	2.27%	151.52K	3.74M	20.87K	+15.98%
Jun 30, 2026	MORGAN STANLEY	4.28%	285.51K	7.05M	-116.81K	-29.03%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.19%	212.62K	5.25M	-196.41K	-48.02%
Jun 30, 2026	CDKV HOLDINGS LLC	0.02%	1.21K	29.88K	-47	-3.74%
Jun 30, 2026	FMR LLC	0.02%	1.52K	37.48K	904	+147.23%
Jun 30, 2026	US BANCORP \DE\	0.03%	1.72K	42.34K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.08%	5.09K	127.57K	3.27K	+179.22%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.13%	8.6K	212.33K	8.6K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.14%	9.39K	232.14K	3.22K	+52.03%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.83%	55.32K	1.37M	32K	+137.22%
Jun 30, 2026	STELAC ADVISORY SERVICES LLC	0.2%	13.48K	332.85K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.96%	64.16K	1.58M	-10.17K	-13.68%
Jun 30, 2026	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.03%	1.76K	43.45K	0	0
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.03%	1.89K	46.71K	-8	-0.42%
Jun 30, 2026	HRT FINANCIAL LP	0.31%	20.98K	517K	5.29K	+33.71%
Jun 30, 2026	ROYAL BANK OF CANADA	0.32%	21.16K	522K	-6.07K	-22.31%
Jun 30, 2026	MORAN WEALTH MANAGEMENT, LLC	1.16%	77.51K	1.91M	-12.24K	-13.64%
Jun 30, 2026	BANQUE CANTONALE VAUDOISE	0.03%	1.93K	48	-252	-11.56%
Jun 30, 2026	VALLEY NATIONAL ADVISERS INC	0.04%	2.74K	67.58K	-207	-7.03%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	2.87K	70.96K	-1.47K	-33.82%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.96%	64.19K	1.58M	5.99K	+10.29%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.51%	34.03K	847.37K	5.58K	+19.62%
Jun 30, 2026	CLEARWATER CAPITAL ADVISORS, LLC	0.14%	9.26K	228.61K	9.26K	+100.00%
Jun 30, 2026	NORTHBRIDGE FINANCIAL GROUP, LLC	0.14%	9.26K	228.67K	-431	-4.45%
Jun 30, 2026	SHERMAN ASSET MANAGEMENT, INC.	0.16%	10.64K	262.6K	9.48K	+819.27%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.18%	12.24K	302.13K	-1.11K	-8.34%
Jun 30, 2026	CREATIVE PLANNING	0.2%	13.52K	333.68K	13.52K	+100.00%
Jun 30, 2026	MISSION FINANCIAL GROUP, LLC	0.16%	10.51K	259.54K	10.51K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.55%	36.78K	908.05K	13.99K	+61.38%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.2%	13.56K	334.73K	-13.49K	-49.88%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.2%	13.64K	336.85K	-12.37K	-47.56%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.26%	17.19K	424.42K	-6.12K	-26.24%
Mar 31, 2026	MORGAN STANLEY	6.03%	402.32K	9.29M	135.16K	+50.59%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	289	6.68K	0	0
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	293	6.78K	-215	-42.32%
Mar 31, 2026	MORAN WEALTH MANAGEMENT, LLC	1.35%	89.74K	2.07M	37.33K	+71.22%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.48%	98.73K	2.28M	10.75K	+12.22%
Mar 31, 2026	BLUE SKY CAPITAL CONSULTANTS GROUP, INC.	1.96%	130.65K	3.02M	-9.39K	-6.70%
Mar 31, 2026	UBS GROUP AG	2.02%	134.49K	3.11M	-7.41K	-5.22%
Mar 31, 2026	LPL FINANCIAL LLC	2.48%	165.17K	3.82M	-133.11K	-44.63%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	27.23K	629K	-5.69K	-17.29%
Mar 31, 2026	CITIGROUP INC	0.49%	32.63K	753.82K	-1.99K	-5.75%
Mar 31, 2026	PHOENIX WEALTH ADVISORS	0.51%	34.17K	789.28K	-991	-2.82%
Mar 31, 2026	GTS SECURITIES LLC	0.59%	39.41K	910.46K	39.41K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.87%	58.2K	1.33M	28.22K	+94.15%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.64%	59.68K	1.38M	-101.5K	-62.97%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.11%	74.33K	1.72M	40.63K	+120.56%
Mar 31, 2026	STAMOS CAPITAL PARTNERS, L.P.	1.33%	88.74K	2.05M	23.17K	+35.34%
Mar 31, 2026	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.03%	1.76K	40.66K	-200	-10.20%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	1.82K	40.59K	-41	-2.20%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.03%	1.9K	43.89K	82	+4.51%
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0.03%	2.03K	46.96K	-4.04K	-66.52%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.95%	330.18K	7.63M	218.66K	+196.07%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.11%	9.99K	501.6K	9.94K	+19,884.00%
Mar 31, 2026	US BANCORP \DE\	0.03%	1.72K	39.62K	0	0
Mar 31, 2026	BANQUE CANTONALE VAUDOISE	0.03%	2.18K	50K	0	0
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.04%	2.48K	57.38K	2.48K	+100.00%
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0.04%	2.94K	68K	-2.98K	-50.26%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	4.34K	100.32K	16	+0.37%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.19%	12.78K	295.32K	-5.35K	-29.52%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.2%	13.35K	308.37K	-804	-5.68%
Mar 31, 2026	STELAC ADVISORY SERVICES LLC	0.2%	13.48K	311.41K	8.88K	+192.87%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.21%	14.01K	323.72K	-71.46K	-83.60%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.23%	15.07K	291.89K	-115.76K	-88.48%
Mar 31, 2026	HRT FINANCIAL LP	0.24%	15.69K	362K	1.45K	+10.16%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.27%	18.27K	422.11K	-1.53K	-7.74%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.09%	6.18K	142.8K	-5.04K	-44.92%
Mar 31, 2026	ADVISORS MANAGEMENT GROUP INC /ADV	0.19%	12.43K	287K	124	+1.01%
Mar 31, 2026	JANE STREET GROUP, LLC	0.34%	22.79K	526.43K	12.16K	+114.48%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.35%	23.31K	538.35K	23.31K	+100.00%
Mar 31, 2026		0.02%	1.26K	29.05K	5	+0.40%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	2.48K	57.27K	-542	-17.94%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.35%	23.32K	539K	-32.85K	-58.48%
Mar 31, 2026	IFP ADVISORS, INC	0%	135	3.12K	0	0
Mar 31, 2026	TD CAPITAL MANAGEMENT LLC	0%	193	4.46K	193	+100.00%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0%	198	4.57K	0	0
Mar 31, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0%	230	5.31K	0	0
Mar 31, 2026	CHEVIOT VALUE MANAGEMENT, LLC	0%	325	7.51K	0	0
Mar 31, 2026	HARBOR ASSET PLANNING, INC.	0.01%	553	12.76K	3	+0.55%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	625	14.31K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	680	15.71K	-516	-43.14%
Mar 31, 2026	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.01%	750	17.33K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	957	22.11K	24	+2.57%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.02%	1K	23.1K	0	0
Mar 31, 2026	DUNCKER STREETT & CO INC	0.02%	1.03K	23.67K	6	+0.59%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.02%	1.08K	24.88K	6	+0.56%
Mar 31, 2026	SHERMAN ASSET MANAGEMENT, INC.	0.02%	1.16K	26.73K	1.16K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	1.24K	28.58K	448	+56.78%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.27%	17.71K	409.15K	1.75K	+10.99%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0.34%	22.47K	519.13K	4.54K	+25.33%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.13%	409.02K	9.45M	-294.56K	-41.87%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.39%	26.02K	600.96K	26.02K	+100.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.41%	27.05K	624.79K	-5.22K	-16.18%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.43%	28.45K	633.3K	4.39K	+18.24%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.2%	111.52K	3.28M	11.12K	+11.08%
Dec 31, 2025	BLUE SKY CAPITAL CONSULTANTS GROUP, INC.	1.4%	140.04K	4.12M	2.37K	+1.72%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	33.2K	977.16K	-441	-1.31%
Dec 31, 2025	PHOENIX WEALTH ADVISORS	0.35%	35.16K	1.03M	-71	-0.20%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.91%	87.98K	2.59M	6.2K	+7.58%
Dec 31, 2025	CITIGROUP INC	0.37%	34.62K	1.02M	2.22K	+6.86%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	37.71K	1.11M	-67	-0.18%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.4%	38.56K	1.13M	1.56K	+4.23%
Dec 31, 2025	AAFMAA WEALTH MANAGEMENT & TRUST LLC	0.4%	40.44K	1.19M	-12.06K	-22.97%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	24.06K	708.15K	4.48K	+22.85%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.31%	29.98K	882.22K	14.29K	+91.13%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.32%	32.27K	949.62K	20.44K	+172.71%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	32.92K	969K	-1.15K	-3.38%
Dec 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.41%	130.82K	3.85M	206	+0.16%
Dec 31, 2025	UBS GROUP AG	1.47%	141.9K	4.18M	-6.19K	-4.18%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.74%	161.18K	4.74M	19.71K	+13.93%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	7.28%	703.59K	20.71M	310.68K	+79.07%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	2.38K	70.06K	761	+46.98%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.02K	88.91K	80	+2.72%
Dec 31, 2025	STELAC ADVISORY SERVICES LLC	0.05%	4.6K	136.25K	-1.84K	-28.60%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.06%	5.92K	174K	-4.34K	-42.29%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.52%	52.42K	1.54M	19.33K	+58.44%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.58%	56.17K	1.65M	56.17K	+100.00%
Dec 31, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.71%	65.57K	1.93M	33.06K	+101.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.88%	85.47K	2.52M	6.55K	+8.30%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.9%	90K	2.65M	38.5K	+74.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	87.54K	2.58M	10.84K	+14.14%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.06%	6.07K	178.73K	6.07K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.2K	35.2K	516	+75.88%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	1.59K	46.59K	762	+92.14%
Dec 31, 2025	US BANCORP \DE\	0.02%	1.72K	50.47K	-400	-18.91%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.02%	1.82K	53.5K	-60	-3.19%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	1.7K	50.11K	1.7K	+100.00%
Dec 31, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.02%	1.96K	58K	0	0
Dec 31, 2025	ACCRETIVE WEALTH PARTNERS, LLC	0.07%	7.2K	211.9K	0	0
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.07%	7K	206.01K	0	0
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.07%	7.21K	212.04K	-1.16K	-13.90%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.08%	8.16K	240.1K	-1	-0.01%
Dec 31, 2025	CREATIVE PLANNING	0.08%	7.66K	225.52K	-4.42K	-36.60%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.09%	8.19K	241.03K	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.09%	8.6K	253.1K	0	0
Dec 31, 2025		0.09%	8.47K	249.15K	8.47K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	3.22%	298.28K	8.78M	-27.99K	-8.58%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	11.22K	330.66K	-2.15K	-16.06%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	11.6K	341.39K	11.6K	+100.00%
Dec 31, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.13%	12.3K	362K	-198	-1.58%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.14%	14.15K	416.53K	-518	-3.53%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	18.14K	533.77K	-110	-0.60%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	19.81K	582.89K	419	+2.16%
Dec 31, 2025	RFG ADVISORY, LLC	0.25%	24.7K	726.86K	1.75K	+7.63%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	1.87K	54.89K	0	0
Dec 31, 2025	BANQUE CANTONALE VAUDOISE	0.02%	2.18K	64K	0	0
Dec 31, 2025	HRT FINANCIAL LP	0.15%	14.24K	419K	7.45K	+109.73%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.01%	900	26.64K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	933	27.46K	-55	-5.57%
Dec 31, 2025	DUNCKER STREETT & CO INC	0.01%	1.02K	29.99K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	1.07K	31.52K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	1K	29.43K	-200	-16.67%
Dec 31, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.11%	11.36K	334.18K	2.54K	+28.84%
Dec 31, 2025	JANE STREET GROUP, LLC	0.11%	10.63K	312.69K	136	+1.30%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	10.84K	318.9K	300	+2.85%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.16%	15.96K	469.64K	-505	-3.07%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.18%	17.93K	527.71K	612	+3.53%
Dec 31, 2025	MORGAN STANLEY	2.76%	267.16K	7.86M	-25.86K	-8.82%
Sep 30, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.14%	12.5K	419K	-586	-4.48%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.59%	51.5K	1.73M	-1.5K	-2.83%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	37.78K	1.27M	-4.47K	-10.58%
Sep 30, 2025	STELAC ADVISORY SERVICES LLC	0.07%	6.45K	216.1K	-6.16K	-48.84%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.07%	6.3K	211.19K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	6.19K	207.42K	-1	-0.02%
Sep 30, 2025	BARCLAYS PLC	0.07%	6.02K	201.79K	0	0
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.03%	2.95K	98.88K	2.95K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	2.94K	98.58K	-287	-8.89%
Sep 30, 2025	BANQUE CANTONALE VAUDOISE	0.03%	2.18K	73K	2.18K	+100.00%
Sep 30, 2025	US BANCORP \DE\	0.02%	2.12K	70.9K	0	0
Sep 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.02%	1.96K	66K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.02%	1.88K	62.95K	-404	-17.70%
Sep 30, 2025	FMR LLC	0.02%	1.87K	62.74K	1.09K	+137.87%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	1.87K	62.52K	116	+6.63%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	19.59K	654.76K	1.99K	+11.33%
Sep 30, 2025	BLUE SKY CAPITAL CONSULTANTS GROUP, INC.	1.58%	137.66K	4.61M	3.38K	+2.52%
Sep 30, 2025	PHOENIX WEALTH ADVISORS	0.4%	35.23K	1.18M	11	+0.03%
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	34.08K	1.14M	7.81K	+29.74%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.94%	81.78K	2.74M	10.37K	+14.53%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.9%	78.92K	2.65M	10.22K	+14.87%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.88%	76.69K	2.57M	10.38K	+15.65%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	18.25K	611.64K	1.83K	+11.13%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.2%	17.32K	580.53K	2.53K	+17.12%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.19%	16.46K	551.84K	1.24K	+8.17%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.18%	15.68K	525.73K	15.63K	+31,268.00%
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.17%	15.26K	511.45K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	10.54K	353K	-30.08K	-74.06%
Sep 30, 2025	JANE STREET GROUP, LLC	0.12%	10.49K	351.59K	-37.45K	-78.12%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.12%	10.26K	343K	-428	-4.01%
Sep 30, 2025	JCSD CAPITAL, LLC	0.11%	10K	335.2K	-23K	-69.70%
Sep 30, 2025	LEGACY FINANCIAL ADVISORS, INC.	0.1%	8.81K	295.41K	8.81K	+100.00%
Sep 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.1%	8.76K	293.61K	-153	-1.72%
Sep 30, 2025	ACCRETIVE WEALTH PARTNERS, LLC	0.08%	7.2K	241.34K	0	0
Sep 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.5%	130.62K	4.38M	-5.75K	-4.22%
Sep 30, 2025	GTS SECURITIES LLC	0.23%	19.65K	658.53K	19.65K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	13.37K	453.9K	-73	-0.54%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.1%	8.6K	288.27K	868	+11.23%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.09%	8.19K	274.53K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	14.67K	491.8K	203	+1.40%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.14%	11.83K	396.61K	318	+2.76%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	60.55K	2.03M	60.55K	+100.00%
Sep 30, 2025	AAFMAA WEALTH MANAGEMENT & TRUST LLC	0.6%	52.5K	1.76M	-66	-0.13%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.1%	8.37K	280.5K	-1.06K	-11.28%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.09%	8.16K	273.47K	1	+0.01%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.09%	7.62K	255.52K	7.62K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.37%	32.4K	1.09M	90	+0.28%
Sep 30, 2025	RFG ADVISORY, LLC	0.26%	22.95K	769.22K	9.44K	+69.90%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.42%	37K	1.24M	-11.59K	-23.85%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	33.64K	1.13M	931	+2.85%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.38%	33.08K	1.11M	14.82K	+81.16%
Sep 30, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.37%	32.51K	1.09M	-7.19K	-18.11%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	19.39K	649.85K	703	+3.76%
Sep 30, 2025	LPL FINANCIAL LLC	3.74%	326.27K	10.94M	77.98K	+31.40%
Sep 30, 2025	MORGAN STANLEY	3.36%	293.01K	9.82M	68.52K	+30.52%
Sep 30, 2025	SCOTIA CAPITAL INC.	1.79%	156.46K	5.25M	4.5K	+2.96%
Sep 30, 2025	UBS GROUP AG	1.7%	148.09K	4.96M	2.24K	+1.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.62%	141.47K	4.74M	42.84K	+43.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.15%	100.4K	3.37M	15.18K	+17.82%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	7.05K	236.21M	-1.57K	-18.21%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.08%	7K	234.64K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.08%	6.79K	227K	6.79K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.5%	392.91K	13.17M	35.23K	+9.85%
Sep 30, 2025		0.14%	12.18K	408.37K	12.18K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.14%	12.09K	405.11K	424	+3.64%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	11.86K	398K	11.86K	+100.00%
Sep 30, 2025	SEI INVESTMENTS CO	0.13%	10.92K	366.15K	4.26K	+63.88%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.35%	32.71K	1.12M	13	+0.04%
Jun 30, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.43%	39.69K	1.36M	3.43K	+9.47%
Jun 30, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.47%	136.37K	4.67M	14.62K	+12.01%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	9.62K	329.18K	8.46K	+731.46%
Jun 30, 2025	CREATIVE PLANNING	0.13%	11.66K	399.07K	4K	+52.19%
Jun 30, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.14%	13.09K	448K	-243	-1.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	13.44K	460.05K	909	+7.25%
Jun 30, 2025	RFG ADVISORY, LLC	0.15%	13.51K	462.21K	13.51K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	14.47K	495.12K	-201	-1.37%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.16%	14.79K	506.01K	2.2K	+17.46%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.17%	15.26K	522.13K	0	0
Jun 30, 2025	BLUE SKY CAPITAL CONSULTANTS GROUP, INC.	1.45%	134.28K	4.6M	3.19K	+2.43%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	17.59K	593.38K	2.95K	+20.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	40.61K	1.39M	214	+0.53%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	66.31K	2.27M	6.94K	+11.69%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.07%	98.64K	3.38M	309	+0.31%
Jun 30, 2025	UBS GROUP AG	1.58%	145.85K	4.99M	-56.11K	-27.78%
Jun 30, 2025	LPL FINANCIAL LLC	2.68%	248.3K	8.5M	14.5K	+6.20%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.87%	357.68K	12.24M	-48.94K	-12.04%
Jun 30, 2025	CITADEL ADVISORS LLC	0.16%	15.13K	517.82M	-14.86K	-49.54%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.09%	8.16K	279.18K	0	0
Jun 30, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.1%	8.91K	304.98K	-350	-3.78%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.16%	15.22K	520.79K	163	+1.08%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.1%	9.38K	320.87K	280	+3.08%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.18%	16.42K	561.86K	144	+0.88%
Jun 30, 2025	SEI INVESTMENTS CO	0.07%	6.67K	228.1K	6.67K	+100.00%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.08%	7K	239.54K	7K	+100.00%
Jun 30, 2025	ACCRETIVE WEALTH PARTNERS, LLC	0.08%	7.2K	246.38K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.08%	7.73K	264.59K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	8.62K	295K	8.62K	+100.00%
Jun 30, 2025	JCSD CAPITAL, LLC	0.11%	10K	342.2K	10K	+100.00%
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0.12%	10.68K	365K	-4.81K	-31.04%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.2%	18.26K	624.89K	8.63K	+89.55%
Jun 30, 2025	PHOENIX WEALTH ADVISORS	0.38%	35.22K	1.21M	-402	-1.13%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	42.24K	1.45M	468	+1.12%
Jun 30, 2025	AAFMAA WEALTH MANAGEMENT & TRUST LLC	0.57%	52.57K	1.8M	3.54K	+7.22%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.57%	53K	1.81M	-15K	-22.06%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.74%	68.71K	2.35M	9K	+15.08%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.77%	71.41K	2.44M	-77.33K	-51.99%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	85.22K	2.92M	9.49K	+12.52%
Jun 30, 2025		1.45%	134.28K	4.6M	3.19K	+2.43%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.01%	980	33.54K	980	+100.00%
Jun 30, 2025	LEGEND FINANCIAL ADVISORS, INC.	0.01%	1K	34.22K	1K	+100.00%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.01%	1K	34.22K	1K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	1.07K	36.65K	0	0
Jun 30, 2025	DUNCKER STREETT & CO INC	0.01%	1.09K	37.12K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.2K	41.06K	-500	-29.41%
Jun 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.02%	1.96K	67K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.23K	110.46K	421	+15.00%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.04%	3.59K	118.85K	3.59K	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	4.36K	149.3K	-4.22K	-49.15%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.07%	6.1K	208.67K	6.1K	+100.00%
Jun 30, 2025	BALLAST, INC.	0.07%	6.1K	208.67K	6.1K	+100.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.09%	8.19K	280.26M	0	0
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.1%	9.43K	322.77K	449	+5.00%
Jun 30, 2025	STELAC ADVISORY SERVICES LLC	0.14%	12.6K	430.96K	0	0
Jun 30, 2025	MORGAN STANLEY	2.43%	224.49K	7.68B	-5.68K	-2.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	26.27K	899K	-974	-3.58%
Jun 30, 2025	JANE STREET GROUP, LLC	0.52%	47.93K	1.64M	38.54K	+410.42%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.53%	48.59K	1.66M	-508	-1.03%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.07%	6.3K	215.6K	6.3K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	6.19K	211.79K	6.19K	+100.00%
Jun 30, 2025	SCOTIA CAPITAL INC.	1.64%	151.96K	5.2M	3.35K	+2.25%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	18.68K	639.37K	-251	-1.33%
Jun 30, 2025	CITIGROUP INC	0.35%	32.31K	1.11M	-787	-2.38%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	40.4K	1.11M	4.57K	+12.75%
Mar 31, 2025		1.54%	131.09K	3.61M	2.48K	+1.93%
Mar 31, 2025	SCOTIA CAPITAL INC.	1.74%	148.61K	4.1M	9.34K	+6.71%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.77%	406.61K	11.21M	36.52K	+9.87%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.18%	15.26K	420.51K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.09%	7.3K	201.2K	7.3K	+100.00%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.17%	14.39K	396.5K	-4.36K	-23.27%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	14.64K	405.47K	4.96K	+51.21%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	41.78K	1.15M	-6.21K	-12.94%
Mar 31, 2025	AAFMAA WEALTH MANAGEMENT & TRUST LLC	0.58%	49.03K	1.35M	49.03K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.09%	7.66K	211.19K	4.65K	+153.99%
Mar 31, 2025	STELAC ADVISORY SERVICES LLC	0.15%	12.6K	347.48K	2.98K	+30.90%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	14.67K	404.28K	-1.24K	-7.77%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.18%	15.06K	414.94K	-3.63K	-19.40%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.57%	48.6K	1.34M	22.21K	+84.14%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.58%	49.1K	1.35M	11.31K	+29.93%
Mar 31, 2025	LPL FINANCIAL LLC	2.75%	233.8K	6.44M	51.05K	+27.93%
Mar 31, 2025	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.11%	9.26K	255.27K	-2.07K	-18.30%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.46%	38.98K	1.07M	-18.28K	-31.92%
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.1%	8.16K	224.85K	42	+0.52%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.1%	8.19K	225.72K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	8.58K	236.47K	-1.09K	-11.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	18.94K	521.84K	99	+0.53%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.11%	9.1K	250.7K	178	+2.00%
Mar 31, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.16%	13.33K	367K	1.35K	+11.29%
Mar 31, 2025	ROYAL BANK OF CANADA	0.32%	27.24K	749K	-1.12K	-3.95%
Mar 31, 2025	CITADEL ADVISORS LLC	0.35%	29.99K	826.5K	20.7K	+222.77%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	32.7K	901.21K	0	0
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.11%	8.98K	247.58K	2.31K	+34.64%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.7%	59.7K	1.65M	17.57K	+41.70%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.7%	59.37K	1.64M	19.28K	+48.08%
Mar 31, 2025	MORGAN STANLEY	2.7%	230.17K	6.34M	14.1K	+6.53%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.09%	7.73K	213.09K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	8.1K	223.24K	8.1K	+100.00%
Mar 31, 2025	VALLEY NATIONAL ADVISERS INC	0.18%	15.49K	426K	-431	-2.71%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.19%	16.28K	448.54K	1.13K	+7.49%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.8%	68K	1.88M	-16K	-19.05%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.89%	75.73K	2.09M	8.12K	+12.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.15%	98.33K	2.71M	77.58K	+373.93%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.75%	148.73K	4.1M	-43.87K	-22.78%
Mar 31, 2025	UBS GROUP AG	2.37%	201.95K	5.57M	24.08K	+13.54%
Mar 31, 2025	CITIGROUP INC	0.39%	33.1K	912.15K	-2.75K	-7.68%
Mar 31, 2025	PHOENIX WEALTH ADVISORS	0.42%	35.62K	981.72K	450	+1.28%
Mar 31, 2025	STAMOS CAPITAL PARTNERS, L.P.	0.43%	36.26K	999.27K	-3.4K	-8.58%
Mar 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.43%	121.74K	3.36M	-8.22K	-6.32%
Mar 31, 2025	JANE STREET GROUP, LLC	0.11%	9.39K	258.82K	9.39K	+100.00%
Mar 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.11%	9.63K	265.51K	9.63K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	12.53K	345.44K	-5.86K	-31.88%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.15%	12.59K	346.95K	74	+0.59%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	1.47K	41.07K	-24	-1.60%
Mar 31, 2024	CETERA ADVISORS LLC	0.1%	11.71K	326.19K	11.71K	+100.00%
Mar 31, 2024	ADVISORS MANAGEMENT GROUP INC /ADV	0.1%	11.9K	331K	-243	-2.00%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.1%	12.2K	339.75K	-2.08K	-14.55%
Mar 31, 2024	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.1%	12.24K	340.89K	-10	-0.08%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.11%	16.05K	447.21K	-254	-1.56%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.12%	14.53K	404.75K	1.06K	+7.89%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.13%	15.17K	422.75K	-1.15K	-7.02%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.13%	15.34K	427.35K	1.19K	+8.41%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.13%	15.98K	445.15K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	16.91K	471K	520	+3.17%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.17%	20.23K	563.49K	-7.76K	-27.73%
Mar 31, 2024	ARCHFORD CAPITAL STRATEGIES, LLC	0.18%	21.38K	595.52K	-133	-0.62%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.18%	21.45K	597.56K	-23.25K	-52.02%
Mar 31, 2024	PINNACLE FINANCIAL GROUP, LLC / IL	0.18%	21.6K	601.63K	-29	-0.13%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.18%	25.46K	709.42K	-18.39K	-41.94%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.2%	24.34K	678.12K	-1.12K	-4.38%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.2%	29.01K	808.1K	-374.5K	-92.81%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.21%	24.89K	693.3K	-7.6K	-23.39%
Mar 31, 2024	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.21%	25.09K	698.92K	-1.37K	-5.17%
Mar 31, 2024	CITADEL ADVISORS LLC	0.22%	30.75K	856.78K	-5.17K	-14.40%
Mar 31, 2024	ROYAL BANK OF CANADA	0.22%	31.18K	869K	-5.68K	-15.40%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	35.65K	993K	128	+0.36%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.25%	30.55K	851K	-24.98K	-44.98%
Mar 31, 2024	CITIGROUP INC	0.26%	36.58K	1.02M	-5.86K	-13.80%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.26%	37.25K	1.04M	1.2K	+3.32%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	45.54K	1.27M	-5.51K	-10.79%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.34%	48.05K	1.34M	-2.91K	-5.70%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	42.53K	1.19M	42.53K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	17.4K	484.76K	7K	+67.31%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	2.32%	281.23K	5.95M	-50.84K	-15.31%
Mar 31, 2024	UBS GROUP AG	2.36%	334.11K	9.31M	-26.05K	-7.23%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	8.53%	1.21M	33.68M	3.04K	+0.25%
Mar 31, 2024	PHOENIX WEALTH ADVISORS	0.29%	35.43K	987.16K	5.11K	+16.85%
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.43%	51.55K	1.44M	-18.94K	-26.87%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.58%	82.56K	2.3M	-5.45K	-6.19%
Mar 31, 2024	MONECO ADVISORS, LLC	0.63%	75.83K	2.11M	-327	-0.43%
Mar 31, 2024	JPMORGAN CHASE & CO	0.67%	95.34K	2.66M	-409	-0.43%
Mar 31, 2024	JANE STREET GROUP, LLC	0.71%	100.77K	2.81M	-135.23K	-57.30%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.79%	96.08K	2.68M	-4.38K	-4.36%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1%	141.17K	3.93M	-11.81K	-7.72%
Mar 31, 2024	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.02%	123.11K	3.43M	-20.3K	-14.16%
Mar 31, 2024	LPL FINANCIAL LLC	1.05%	148.51K	4.14M	-27.44K	-15.60%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.39%	196.87K	5.48M	-20.38K	-9.38%
Mar 31, 2024	MORGAN STANLEY	1.61%	227.8K	6.35M	-47.98K	-17.40%
Mar 31, 2024	STELAC ADVISORY SERVICES LLC	0.08%	9.63K	268.21K	-172.41K	-94.71%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.08%	10.2K	285.29K	10.2K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	12.28K	342K	12.28K	+100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.09%	10.96K	305.47K	-3.73K	-25.39%
Mar 31, 2024	BANCO SANTANDER, S.A.	0.1%	11.55K	321.64K	-3.83K	-24.91%
Mar 31, 2024	DUNCKER STREETT & CO INC	0.01%	1.08K	29.99K	1	+0.09%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	1.73K	48.06K	0	0
Mar 31, 2024	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	0.01%	1.96K	55K	0	0
Mar 31, 2024	US BANCORP \DE\	0.01%	2.12K	58.92K	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.02%	2.12K	59.09K	2.12K	+100.00%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.03%	4.42K	123.17K	-100	-2.21%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.05%	7.73K	215.41K	-500	-6.07%
Mar 31, 2024	ACCRETIVE WEALTH PARTNERS, LLC	0.06%	8.4K	212.69K	0	0
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.06%	8.65K	240.93K	65	+0.76%
Dec 31, 2023	JPMORGAN CHASE & CO	0.67%	95.75K	2.45M	-5.69K	-5.61%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.62%	88.01K	2.25M	-1.3K	-1.45%
Dec 31, 2023	MONECO ADVISORS, LLC	0.54%	76.16K	1.95M	76.16K	+100.00%
Dec 31, 2023	INSIGHT ADVISORS, LLC/ PA	0.5%	70.49K	1.8M	8.67K	+14.02%
Dec 31, 2023	EAGLE STRATEGIES LLC	0.4%	56.97K	1.46M	120	+0.21%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.39%	55.53K	1.42M	-18.75K	-25.25%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.36%	51.05K	1.31M	-6.86K	-11.84%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.36%	50.96K	1.3M	-4.25K	-7.70%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.32%	44.7K	1.14M	44.7K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.31%	43.86K	1.12M	-7.71K	-14.95%
Dec 31, 2023	CITIGROUP INC	0.3%	42.44K	1.09M	1.71K	+4.20%
Dec 31, 2023	COX CAPITAL MGT LLC	0.29%	41.76K	1.07M	41.76K	+100.00%
Dec 31, 2023	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.29%	41.73K	1.07M	-9.22K	-18.10%
Dec 31, 2023	ROYAL BANK OF CANADA	0.26%	36.85K	942K	-1.53K	-3.99%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.25%	36.05K	922K	-10.1K	-21.89%
Dec 31, 2023	CITADEL ADVISORS LLC	0.25%	35.93K	918.63K	7.3K	+25.52%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	35.52K	908K	286	+0.81%
Dec 31, 2023	BANCO SANTANDER, S.A.	0.11%	15.38K	393.14K	2.09K	+15.73%
Dec 31, 2023	GLENVIEW TRUST CO	0.11%	15.65K	400.22K	-7.84K	-33.37%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.11%	15.98K	408.6K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	32.48K	830.62K	-7.82K	-19.40%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	15.98K	625K	15.98K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.2%	27.99K	715.64K	-2.7K	-8.81%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.11%	16.31K	416.98K	-3.2K	-16.39%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	16.32K	417.32K	-2.47K	-13.15%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.12%	16.39K	418.99K	598	+3.79%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.13%	18.8K	480.72K	18.8K	+100.00%
Dec 31, 2023	ARCHFORD CAPITAL STRATEGIES, LLC	0.15%	21.51K	549.97K	-3.72K	-14.75%
Dec 31, 2023	PINNACLE FINANCIAL GROUP, LLC / IL	0.15%	21.62K	552.92K	1.29K	+6.35%
Dec 31, 2023	ESSEX LLC	0.22%	31.64K	808.93K	-30.22K	-48.85%
Dec 31, 2023	PHOENIX WEALTH ADVISORS	0.21%	30.32K	752.34K	15.3K	+101.86%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.18%	25.46K	650.92K	-13.03K	-33.85%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	8.5%	1.21M	30.83M	-40.82K	-3.27%
Dec 31, 2023	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.19%	26.46K	676.56K	-4.2K	-13.71%
Dec 31, 2023	PRICE CAPITAL MANAGEMENT, INC.	0.21%	29.6K	756.87K	29.6K	+100.00%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.1%	14.15K	361.79K	-4.81K	-25.37%
Dec 31, 2023	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.1%	14.27K	364.91K	-4.49K	-23.95%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.1%	14.7K	375.76K	-3.55K	-19.46%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	2.84%	403.51K	10.32M	360.94K	+847.85%
Dec 31, 2023	UBS GROUP AG	2.54%	360.16K	9.21M	7.34K	+2.08%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	2.34%	332.07K	8.49M	111.28K	+50.40%
Dec 31, 2023	MORGAN STANLEY	1.94%	275.78K	7.05M	-14.05K	-4.85%
Dec 31, 2023	JANE STREET GROUP, LLC	1.66%	236K	6.03M	-104.33K	-30.66%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.53%	217.25K	5.56M	-22.04K	-9.21%
Dec 31, 2023	STELAC ADVISORY SERVICES LLC	1.28%	182.04K	4.65M	-12.19K	-6.27%
Dec 31, 2023	LPL FINANCIAL LLC	1.24%	175.95K	4.5M	-5.36K	-2.95%
Dec 31, 2023	BBJS FINANCIAL ADVISORS, LLC	1.23%	174.08K	4.45M	-47.36K	-21.39%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.08%	152.98K	3.91M	-57.43K	-27.29%
Dec 31, 2023	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	1.01%	143.41K	3.67M	-13.9K	-8.83%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.71%	100.45K	2.57M	5.18K	+5.44%

FINX Stock Ownership Breakdown

Global X - FinTech ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions