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

Who are the major shareholders selling Franklin FTSE Canada ETF stock?

INTEGRATED WEALTH CONCEPTS LLC, in the last quarter, reduced its stake in FLCA by -10.39% restricting it's holding to 32.05 thousand shares of worth nearly $1.65M. COMMUNITY BANK, N.A. also lessened -0.05% of the FLCA shares from its portfolio, reducing its holding to 88.61 thousand shares of worth $4.56M. ROYAL BANK OF CANADA also shunned FLCA shares holding by -19.36% last quarter which brought its holding to 90.83 thousand shares worth $4.67M.

Investors who are buying FLCA stock?

As per its latest 13F filing, NATIONAL BANK OF CANADA /FI/ increased its stake in FLCA by 9% in the last quarter. The institutional holder raised its holding to 43.12 thousand shares having worth more than $2.24M. LPL FINANCIAL LLC also added 20.23% more shares of FLCA to its portfolio, raising its holding to 30.73 thousand shares of worth $1.58M. ELM PARTNERS MANAGEMENT LLC also increased its FLCA shares holding by 45.45% which brought its holding to 32.9 thousand shares worth $1.69M.

FLCA's major insiders: who are they?

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

Did an insider recently sell FLCA stock?

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

Which insider recently purchased FLCA stock?

There have been 0 transaction(s) during the past 6-months in which Franklin FTSE Canada ETF insiders have bought stock, totalling 0 shares

How much of FLCA does insiders own?

Around 0 Franklin FTSE Canada ETF shares are held by insiders, which represents about N/A of FLCA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLCA?

NATIONAL BANK OF CANADA /FI/ is the largest institutional owner in FLCA which holds 43.12 thousand shares worth $2.24M or 0.3% of the total FLCA shares outstanding followed by MENORA MIVTACHIM HOLDINGS LTD. with ownership of 28 thousand shares representing 0.19% of the FLCA ownership. LPL FINANCIAL LLC is the third largest stakeholder with 30.73 thousand shares or 0.21% of the ownership worth more than $1.58M.

Is Franklin FTSE Canada 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 FLCA is concerned, it is a stock which is not optionable.

Is there a short position on FLCA's shares?

Number of FLCA 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 FLCA shares are there?

As of today, null shares of FLCA are outstanding.

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

FLCA 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 FLCA is null.

Franklin FTSE Canada ETF (FLCA) 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. NATIONAL BANK OF CANADA /FI/ is the top corporate investor, holding 43.12K shares valued at $2.24M. A 0.3% stake in Franklin FTSE Canada ETF is owned by the company. MENORA MIVTACHIM HOLDINGS LTD. owns 28K shares valued at $1.44M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.3%	43.12K	2.24M	3.56K	+9.00%
Jun 30, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.19%	28K	1.44M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.21%	30.73K	1.58M	5.17K	+20.23%
Jun 30, 2026	ELM PARTNERS MANAGEMENT LLC	0.23%	32.9K	1.69M	10.28K	+45.45%
Jun 30, 2026	1832 ASSET MANAGEMENT L.P.	0.26%	37.82K	1.95M	3.91K	+11.54%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.3%	43.12K	2.22M	1.16K	+2.75%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	32.05K	1.65M	-3.72K	-10.39%
Jun 30, 2026	INNEALTA CAPITAL, LLC	0.52%	74.76K	3.85M	0	0
Jun 30, 2026	BRIGHTON JONES LLC	0.53%	77.4K	3.98M	77.4K	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.59%	85.14K	4.38M	26.32K	+44.75%
Jun 30, 2026	COMMUNITY BANK, N.A.	0.61%	88.61K	4.56M	-40	-0.05%
Jun 30, 2026	ROYAL BANK OF CANADA	0.63%	90.83K	4.67M	-21.8K	-19.36%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.67%	96.88K	4.99M	-103.4K	-51.63%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.78%	113.13K	5.82M	-479	-0.42%
Jun 30, 2026	MAIN MANAGEMENT ETF ADVISORS, LLC	0.78%	113.17K	5.83M	8.05K	+7.65%
Jun 30, 2026	CX INSTITUTIONAL	0.02%	3.5K	180K	-107	-2.97%
Jun 30, 2026	YOFFE INVESTMENT MANAGEMENT, LLC	0.09%	12.33K	634.64K	0	0
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.1%	14.89K	766.18K	4.48K	+43.08%
Jun 30, 2026	UBS GROUP AG	0.08%	11.6K	596.85K	92	+0.80%
Jun 30, 2026	CSENGE ADVISORY GROUP	1.11%	160.36K	8.25M	50.88K	+46.47%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	30.44%	4.42M	227.24M	163.27K	+3.84%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	4.55K	234.39K	4.55K	+100.00%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	4.57K	235.37K	-138	-2.93%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.04%	6.08K	313.09K	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	0.06%	8.41K	432.86K	8.41K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.06%	9.19K	473.11K	0	0
Jun 30, 2026	CIRCLE WEALTH MANAGEMENT, LLC	0.16%	23.37K	1.2M	3.7K	+18.81%
Jun 30, 2026	COURIER CAPITAL LLC	0.17%	24.97K	1.29M	-85	-0.34%
Jun 30, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	19.13%	2.77M	142.77M	0	0
Jun 30, 2026	BOLTWOOD CAPITAL MANAGEMENT	0.03%	4.05K	208.45K	4.05K	+100.00%
Jun 30, 2026	SIERRA CAPITAL LLC	0.03%	4.17K	214.63K	0	0
Jun 30, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	0.03%	4.17K	214.8K	-85	-2.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	4.71K	247.03K	4.71K	+100.00%
Jun 30, 2026	JACOBS EQUITY LLC	0.05%	7.41K	381.55K	-2.19K	-22.81%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.1%	15.09K	776.44K	-276	-1.80%
Jun 30, 2026	FORUM FINANCE GROUP S.A.	0.14%	19.84K	825K	11.27K	+131.37%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	22.06K	1.14M	1.79K	+8.84%
Jun 30, 2026	AUREUM WEALTH MANAGEMENT, LLC	0.38%	55.04K	2.83M	1.47K	+2.74%
Jun 30, 2026	NOTTINGHAM ADVISORS, INC.	1.98%	287.53K	15.03M	25	+0.01%
Jun 30, 2026	MORGAN STANLEY	0.02%	3.31K	170.21K	17	+0.52%
Jun 30, 2026	VALUES ADDED FINANCIAL LLC	0.03%	4.65K	239.54K	0	0
Jun 30, 2026		0.05%	7.41K	381.55K	-2.19K	-22.81%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.07%	9.81K	504.82K	-481	-4.67%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.08%	12.23K	629.49K	1.71K	+16.28%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.17%	24.85K	1.28M	144	+0.58%
Jun 30, 2026	JPMORGAN CHASE & CO	13.89%	2.01M	103.37M	71.55K	+3.68%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0.01%	834	42.93K	0	0
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.01%	863	44.76K	0	0
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.01%	1.16K	59.83K	987	+564.00%
Jun 30, 2026	GUARDIAN PARTNERS INC.	0.01%	1.2K	61.97K	1.2K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.48K	75.92K	2	+0.14%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	1.55K	79.62K	0	0
Jun 30, 2026	FMR LLC	0.02%	2.28K	117.48K	197	+9.44%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	2.34K	120.49K	0	0
Jun 30, 2026	SAGE MOUNTAIN ADVISORS LLC	0.02%	2.74K	140.77K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	4.78K	245.91K	1.95K	+68.68%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.04%	5.68K	292.56K	-272	-4.57%
Jun 30, 2026	NORTHERN TRUST CORP	0.05%	7.85K	403.99K	0	0
Jun 30, 2026	FIG FINANCIAL ADVISORY SERVICES INC /ADV	0.29%	41.94K	2.16M	41.94K	+100.00%
Jun 30, 2026	ES4, LLC	0.66%	94.99K	4.89M	0	0
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	348	17.03K	0	0
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.01%	834	40.82K	8	+0.97%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	1.18K	57.86K	-56.45K	-97.95%
Mar 31, 2026	COOPERMAN LEON G	0.04%	5.75K	281.41K	0	0
Mar 31, 2026	FRANKLIN RESOURCES INC	0.07%	10.29K	503.54K	-1.98K	-16.15%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	10.4K	509.17K	10.4K	+100.00%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.07%	10.52K	514.75K	-3.82K	-26.65%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.25%	35.77K	1.75M	14.46K	+67.84%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.27%	39.56K	1.95M	8.64K	+27.93%
Mar 31, 2026	INNEALTA CAPITAL, LLC	0.52%	74.76K	3.66M	2.77K	+3.85%
Mar 31, 2026	COMMUNITY BANK, N.A.	0.61%	88.65K	4.34M	-6.06K	-6.39%
Mar 31, 2026	MAIN MANAGEMENT ETF ADVISORS, LLC	0.72%	105.12K	5.15M	16.69K	+18.87%
Mar 31, 2026	FMR LLC	0.01%	2.09K	102.07K	123	+6.27%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	2.34K	114.57K	0	0
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	0.02%	2.74K	133.85K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	2.83K	138.63K	2.01K	+244.11%
Mar 31, 2026	MORGAN STANLEY	0.02%	3.29K	161.02K	572	+21.04%
Mar 31, 2026	CX INSTITUTIONAL	0.02%	3.6K	176K	-2	-0.06%
Mar 31, 2026	SIERRA CAPITAL LLC	0.03%	4.17K	204K	0	0
Mar 31, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	0.03%	4.26K	208.4K	-212	-4.74%
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	0.03%	4.65K	227.77K	0	0
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	4.71K	230.56K	4.71K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.08%	11.5K	563.01K	1.45K	+14.41%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.47K	72.09K	76	+5.44%
Mar 31, 2026	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	19.11%	2.77M	135.75M	0	0
Mar 31, 2026	YOFFE INVESTMENT MANAGEMENT, LLC	0.09%	12.33K	603.45K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	15.36K	751.77K	-18.25K	-54.29%
Mar 31, 2026	CIRCLE WEALTH MANAGEMENT, LLC	0.14%	19.67K	962.6K	0	0
Mar 31, 2026	ELM PARTNERS MANAGEMENT LLC	0.16%	22.62K	1.08M	-8.15K	-26.48%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	24.71K	1.21M	-3.59K	-12.69%
Mar 31, 2026	COURIER CAPITAL LLC	0.17%	25.06K	1.23M	-4.33K	-14.74%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.14%	20.26K	991.67K	-2.17K	-9.69%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	29.29%	4.25M	208.08M	720.75K	+20.41%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	9.19K	449.86K	150	+1.66%
Mar 31, 2026		0.06%	8.58K	341K	8.58K	+100.00%
Mar 31, 2026	GTS SECURITIES LLC	0.15%	21.89K	1.07M	-2.66K	-10.83%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.04%	6.08K	297.7K	-13.58K	-69.07%
Mar 31, 2026	NORTHERN TRUST CORP	0.05%	7.85K	384.13K	0	0
Mar 31, 2026	ASSETMARK, INC	0%	69	3.38K	0	0
Mar 31, 2026	BESSEMER GROUP INC	0%	95	5K	51	+115.91%
Mar 31, 2026	BALLAST ADVISORS LLC	0%	122	6K	122	+100.00%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.04%	5.96K	278.2K	543	+10.03%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.29%	41.97K	2.05M	-627	-1.47%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.41%	58.82K	2.88M	-202	-0.34%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.75%	109.48K	5.36M	77.29K	+240.12%
Mar 31, 2026	ROYAL BANK OF CANADA	0.78%	112.63K	5.51M	-160.1K	-58.70%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.78%	113.6K	5.56M	-6.97K	-5.78%
Mar 31, 2026	LPL FINANCIAL LLC	0.18%	25.56K	1.25M	3.85K	+17.73%
Mar 31, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.19%	28K	1.37M	20K	+250.00%
Mar 31, 2026	HRT FINANCIAL LP	0.21%	29.91K	1.46M	29.91K	+100.00%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.23%	33.91K	1.66M	3.51K	+11.56%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	1.98%	287.51K	14.07M	6.36K	+2.26%
Mar 31, 2026	JPMORGAN CHASE & CO	13.39%	1.94M	92.7M	-27.17K	-1.38%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	1.55K	75.71K	1.27K	+450.53%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.38%	200.28K	9.8M	200.28K	+100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	133	5.07K	-674	-83.52%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0%	175	8.61K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0%	241	11.8K	0	0
Mar 31, 2026	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	13K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	83	3.99K	83	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.47%	57.63K	2.78M	57.63K	+2,881,250.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	33.61K	1.62M	22.66K	+207.01%
Dec 31, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.33%	40.47K	1.96M	40.47K	+100.00%
Dec 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.26%	30.76K	1.49M	3	+0.01%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.26%	32.19K	1.55M	19.73K	+158.35%
Dec 31, 2025	NORTHERN TRUST CORP	0.06%	7.85K	379.11K	0	0
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	23.03%	2.77M	133.97M	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	15.84%	1.97M	95.16M	44.93K	+2.33%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	2.26%	281.15K	13.58M	-9.84K	-3.38%
Dec 31, 2025	COMMUNITY BANK, N.A.	0.76%	94.71K	4.57M	-188	-0.20%
Dec 31, 2025	UBS GROUP AG	0.08%	10.06K	485.66K	-1.75K	-14.81%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.04%	4.47K	215.91K	-168	-3.62%
Dec 31, 2025	MAIN MANAGEMENT LLC	0%	446	22K	0	0
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	348	16.81K	348	+100.00%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	281	13.57K	281	+100.00%
Dec 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	12K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	241	11.64K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0%	208	10.05K	208	+100.00%
Dec 31, 2025	MASECO LLP	0%	84	4.06K	84	+100.00%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.97%	120.58K	5.82M	-327	-0.27%
Dec 31, 2025	MAIN MANAGEMENT ETF ADVISORS, LLC	0.73%	88.44K	4.27M	7.44K	+9.18%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.66%	79.96K	3.86M	79.96K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	28.88%	3.53M	170.55M	24.24K	+0.69%
Dec 31, 2025	CITADEL ADVISORS LLC	0.49%	60.28K	2.91M	51.37K	+576.19%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.24%	29.02K	1.4M	-7.61K	-20.77%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	28.3K	1.37M	2.85K	+11.18%
Dec 31, 2025	GTS SECURITIES LLC	0.2%	24.55K	1.19M	24.55K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	22.44K	1.08M	14.05K	+167.36%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	17.86K	873.9K	269	+1.53%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.12%	14.34K	692.57K	221	+1.57%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.1%	13K	627.9K	13K	+100.00%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.01%	826	39.9K	756	+1,080.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	807	38.98M	0	0
Dec 31, 2025	COMERICA BANK	0.01%	812	39.22K	763	+1,557.14%
Dec 31, 2025	ORION CAPITAL MANAGEMENT LLC	0%	615	29.71K	0	0
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.35%	42.59K	2.06M	327	+0.77%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.25%	30.93K	1.49M	-40	-0.13%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.25%	30.39K	1.47M	353	+1.18%
Dec 31, 2025	COURIER CAPITAL LLC	0.24%	29.39K	1.42M	-17.59K	-37.44%
Dec 31, 2025	LPL FINANCIAL LLC	0.18%	21.71K	1.05M	1.21K	+5.90%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	21.31K	1.03M	21.31K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	19.67K	949.92K	6.08K	+44.78%
Dec 31, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.16%	19.67K	950.01K	0	0
Dec 31, 2025	SIERRA CAPITAL LLC	0.03%	4.17K	201K	4.17K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	3.52K	170.11K	-49	-1.37%
Dec 31, 2025	CX INSTITUTIONAL	0.03%	3.61K	174K	30	+0.84%
Dec 31, 2025	MORGAN STANLEY	0.02%	2.72K	131.28K	14	+0.52%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.02%	2.74K	132.1K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	2.34K	113.07K	0	0
Dec 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.07%	8K	386.4K	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	0.1%	12.27K	592.64K	0	0
Dec 31, 2025	YOFFE INVESTMENT MANAGEMENT, LLC	0.1%	12.33K	595.56K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.07%	9.04K	436.73K	9.04K	+100.00%
Dec 31, 2025	COOPERMAN LEON G	0.05%	5.75K	277.73K	0	0
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.04%	5.41K	261.46K	23	+0.43%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	0.04%	4.65K	224.79K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	2.23%	272.73K	13.17M	228.77K	+520.41%
Dec 31, 2025	INNEALTA CAPITAL, LLC	0.58%	71.99K	3.48M	0	0
Dec 31, 2025		0.35%	42.21K	2.04M	42.21K	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	175	8.45K	175	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.49%	59.02K	2.85M	1.35K	+2.34%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	2.13K	102.92K	2.13K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.4K	67.48K	46	+3.40%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.01%	863	41.68K	0	0
Sep 30, 2025	YOFFE INVESTMENT MANAGEMENT, LLC	0.11%	12.33K	559.83K	0	0
Sep 30, 2025	UBS GROUP AG	0.11%	11.8K	535.89K	8.02K	+212.08%
Sep 30, 2025	FDX ADVISORS, INC.	0.19%	20.65K	938K	20.65K	+100.00%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	2.34K	106.29K	2.34K	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	807	36.64K	807	+100.00%
Sep 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	12K	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.07%	7.85K	356.37K	0	0
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.04%	4.64K	210.59K	4.64K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	3.57K	162.13K	-5	-0.14%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.45K	65.79K	1.45K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.35K	61.34K	20	+1.50%
Sep 30, 2025	ORION CAPITAL MANAGEMENT LLC	0.01%	615	27.92K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	241	10.94K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	170	7.72K	0	0
Sep 30, 2025	MAIN MANAGEMENT LLC	0%	446	20K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.08%	8.92K	404.77K	-7.02K	-44.07%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.11%	12.27K	557.09K	0	0
Sep 30, 2025	CSENGE ADVISORY GROUP	0.12%	12.46K	565.69K	-1.24K	-9.03%
Sep 30, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.18%	19.67K	893.03K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	25.46K	1.16M	3.64K	+16.66%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.28%	30.76K	1.4M	1	0.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.34%	36.63K	1.66M	29.35K	+402.99%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	43.96K	2M	-1.52K	-3.33%
Sep 30, 2025	INNEALTA CAPITAL, LLC	0.67%	71.99K	3.27M	-10	-0.01%
Sep 30, 2025	COMMUNITY BANK, N.A.	0.88%	94.89K	4.31M	108	+0.11%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	2.69%	290.99K	13.21M	8.46K	+3.00%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	25.63%	2.77M	125.94M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	32.41%	3.51M	159.22M	51.32K	+1.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	10.95K	497.02K	-720	-6.17%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.28%	30.04K	1.36M	1.83K	+6.49%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	0.04%	4.65K	211.3K	4.65K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	8.39K	381.02K	94	+1.13%
Sep 30, 2025	COOPERMAN LEON G	0.05%	5.75K	261.07K	0	0
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.01%	863	39.18K	0	0
Sep 30, 2025	FMR LLC	0.02%	2.25K	102.22K	141	+6.68%
Sep 30, 2025	MORGAN STANLEY	0.03%	2.7K	122.77K	-8.92K	-76.74%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	5.39K	244.7K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	70	3.18K	0	0
Sep 30, 2025	ASSETMARK, INC	0%	69	3.13K	0	0
Sep 30, 2025	BESSEMER GROUP INC	0%	44	2K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	39	1.77K	0	0
Sep 30, 2025	CWM, LLC	0%	13	1K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	99	-4	-66.67%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	2	91	0	0
Sep 30, 2025	GREY FOX WEALTH ADVISORS, LLC	0%	2	91	2	+100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-598	-100.00%
Sep 30, 2025	MAIN MANAGEMENT ETF ADVISORS, LLC	0.75%	81K	3.68M	3.6K	+4.65%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.29%	30.97K	1.41M	-3.4K	-9.90%
Sep 30, 2025	BRYN MAWR TRUST CO	0.02%	2.63K	119.5K	0	0
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	1.12%	120.9K	5.49M	320	+0.27%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	17.59K	805.36K	12.05K	+217.64%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.13%	14.12K	640.99K	1.94K	+15.92%
Sep 30, 2025	COURIER CAPITAL LLC	0.43%	46.98K	2.13M	-6.17K	-11.60%
Sep 30, 2025	JPMORGAN CHASE & CO	17.79%	1.93M	87.41M	-83.19K	-4.14%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.53%	57.67K	2.62M	1.04K	+1.84%
Sep 30, 2025	LPL FINANCIAL LLC	0.19%	20.5K	930.79K	6.26K	+43.91%
Sep 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.07%	8K	363.22K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0.03%	3.58K	162K	0	0
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	2.74K	124.18K	0	0
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.39%	42.27K	1.92M	-3.89K	-8.42%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.13%	13.58K	616.75K	13.58K	+100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.01%	598	24.97K	0	0
Jun 30, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.19%	19.67K	821.18K	0	0
Jun 30, 2025	MAIN MANAGEMENT ETF ADVISORS, LLC	0.75%	77.4K	3.23M	-450	-0.58%
Jun 30, 2025	INNEALTA CAPITAL, LLC	0.7%	72K	3.01M	-37.89K	-34.48%
Jun 30, 2025	COURIER CAPITAL LLC	0.52%	53.14K	2.22M	1.28K	+2.46%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.33%	34.37K	1.43M	-21.52K	-38.50%
Jun 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.3%	30.76K	1.28M	19.55K	+174.38%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.27%	28.21K	1.18M	663	+2.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	45.48K	1.9M	44.92K	+8,078.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	33.66%	3.46M	144.26M	39.68K	+1.16%
Jun 30, 2025	JPMORGAN CHASE & CO	19.57%	2.01M	83.85M	-227.01K	-10.15%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.55%	56.62K	2.36M	6.3K	+12.51%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	45.1K	1.88M	2.23K	+5.21%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	20.61K	860.32K	20.61K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.16%	15.94K	665.45M	15.94K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.14%	14.25K	594.76K	2.15K	+17.79%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.13%	13.7K	560.15K	145	+1.07%
Jun 30, 2025	MORGAN STANLEY	0.11%	11.62K	485.27M	-136.21K	-92.14%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.12%	12.18K	508.47K	6.14K	+101.74%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	11.67K	487.11K	-1.14K	-8.89%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	8.3K	346.44K	2.83K	+51.62%
Jun 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.08%	8K	334K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.08%	7.85K	327.7K	7.85K	+100.00%
Jun 30, 2025	COOPERMAN LEON G	0.06%	5.75K	240.06K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	5.54K	233.22K	5.54K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	5.39K	225.02K	5.39K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	2.11K	88.12K	125	+6.29%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	21.82K	911.11K	-967	-4.24%
Jun 30, 2025	US BANCORP \DE\	0%	170	7.1K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	70	2.92K	0	0
Jun 30, 2025	YOFFE INVESTMENT MANAGEMENT, LLC	0.12%	12.33K	514.79K	0	0
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	1.17%	120.58K	5.03M	120.58K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.33K	55.57K	610	+84.60%
Jun 30, 2025	BRYN MAWR TRUST CO	0.03%	2.63K	109.89K	-353	-11.83%
Jun 30, 2025	CX INSTITUTIONAL	0.03%	3.58K	149K	-321	-8.24%
Jun 30, 2025	UBS GROUP AG	0.04%	3.78K	157.9K	1.98K	+110.23%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	2	84	1	+100.00%
Jun 30, 2025	BESSEMER GROUP INC	0%	44	2K	0	0
Jun 30, 2025	ORION CAPITAL MANAGEMENT LLC	0.01%	615	25.68K	0	0
Jun 30, 2025	COMMUNITY BANK, N.A.	0.92%	94.79K	3.96M	-22	-0.02%
Jun 30, 2025	ASSETMARK, INC	0%	69	2.88K	1	+1.47%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-6	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-15.09K	-100.00%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0%	0	-	-805	-100.00%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.45%	46.15K	1.93M	612	+1.34%
Jun 30, 2025		0.12%	12.33K	514.79K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.07%	7.28K	304K	-6.25K	-46.18%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	3.58K	149.3K	3.58K	+100.00%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	2.74K	114.19K	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.02%	2.47K	103.16K	2.47K	+100.00%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.01%	863	36.03K	0	0
Jun 30, 2025	MAIN MANAGEMENT LLC	0%	446	19K	0	0
Jun 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	11K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	241	10.06K	0	0
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	27.02%	2.77M	115.8M	0	0
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	2.75%	282.53K	11.8M	-14.4K	-4.85%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.12%	12.58K	525.09K	12.58K	+100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.12%	12.27K	512.27K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.13%	13.53K	504K	7.46K	+122.83%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	56	2.08K	0	0
Mar 31, 2025	ASSETMARK, INC	0%	68	2.53K	0	0
Mar 31, 2025	CSENGE ADVISORY GROUP	0.13%	13.55K	506.14K	-6.88K	-33.67%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	15.09K	561K	15.09K	+100.00%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.44%	45.54K	1.69M	-234	-0.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	32.92%	3.42M	127.11M	-219.5K	-6.04%
Mar 31, 2025	US BANCORP \DE\	0%	170	6.33K	0	0
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	70	2.61K	-6	-7.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	12.81K	476.52K	-2.04K	-13.73%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.12%	12.27K	456.62K	0	0
Mar 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	10K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0%	241	8.97K	241	+100.00%
Mar 31, 2025	MAIN MANAGEMENT LLC	0%	446	17K	446	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	556	21K	-38.76K	-98.59%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.01%	598	22.25K	0	0
Mar 31, 2025	ORION CAPITAL MANAGEMENT LLC	0.01%	615	22.89K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	721	26.83K	721	+100.00%
Mar 31, 2025	CIRCLE WEALTH MANAGEMENT, LLC	0.19%	19.67K	731.96K	-2.67K	-11.97%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	22.79K	848.11K	-704	-3.00%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.27%	27.55K	1.03M	6.49K	+30.80%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	42.87K	1.6M	-35.89K	-45.57%
Mar 31, 2025	BESSEMER GROUP INC	0%	44	2K	0	0
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	26.73%	2.77M	103.22M	0	0
Mar 31, 2025	MORGAN STANLEY	1.42%	147.83K	5.5M	135.99K	+1,148.35%
Mar 31, 2025	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	1.14%	118.2K	4.4M	8.89K	+8.13%
Mar 31, 2025	INNEALTA CAPITAL, LLC	1.06%	109.89K	4.09M	-187	-0.17%
Mar 31, 2025	COMMUNITY BANK, N.A.	0.91%	94.81K	3.53M	17.8K	+23.12%
Mar 31, 2025	MAIN MANAGEMENT ETF ADVISORS, LLC	0.75%	77.85K	2.9M	77.85K	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.54%	55.88K	2.1M	1.24K	+2.28%
Mar 31, 2025	CX INSTITUTIONAL	0.04%	3.9K	145K	3.9K	+100.00%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	2.86%	296.93K	11.05M	-41.11K	-12.16%
Mar 31, 2025	COURIER CAPITAL LLC	0.5%	51.87K	1.93M	31K	+148.58%
Mar 31, 2025	JPMORGAN CHASE & CO	21.55%	2.24M	83.19M	-77.96K	-3.37%
Mar 31, 2025	DUNHILL FINANCIAL, LLC	0.01%	805	37.42K	805	+100.00%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.01%	863	32.12K	863	+100.00%
Mar 31, 2025	UBS GROUP AG	0.02%	1.8K	66.95K	-604	-25.14%
Mar 31, 2025	FMR LLC	0.02%	1.99K	73.91K	304	+18.07%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	2.74K	101.78K	0	0
Mar 31, 2025	BRYN MAWR TRUST CO	0.03%	2.99K	111.08K	-255	-7.87%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	5.47K	203.67K	5.47K	+100.00%
Mar 31, 2025	COOPERMAN LEON G	0.06%	5.75K	213.98K	0	0
Mar 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.08%	8K	297.71K	8K	+100.00%
Mar 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.11%	11.21K	417.17K	11.21K	+100.00%
Mar 31, 2025		0.12%	12.33K	458.86K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.49%	50.33K	1.87M	1.36K	+2.77%
Mar 31, 2025	COMERICA BANK	0%	49	1.82K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.12%	12.09K	450.05K	-1.82K	-13.07%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.06%	6.04K	224.66K	6.04K	+100.00%
Mar 31, 2024	CHILTON CAPITAL MANAGEMENT LLC	0%	2	70	2	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	19	-1.78K	-99.94%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	54	1.87K	-23	-29.87%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	0%	82	2.85K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	26.89K	932.92K	26.89K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.26%	29.16K	1.01M	14.99K	+105.81%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.28%	31.84K	1.1M	31.84K	+100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.28%	32.13K	1.03M	-37	-0.12%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	35.48K	1.23M	35.48K	+100.00%
Mar 31, 2024	COMMUNITY BANK, N.A.	0.44%	49.93K	1.73M	-50	-0.10%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.44%	50.56K	1.75M	-3.32K	-6.16%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.56%	63.42K	2.2M	63.42K	+100.00%
Mar 31, 2024	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.83%	94.37K	3.27M	5.43K	+6.10%
Mar 31, 2024	MAIN MANAGEMENT ETF ADVISORS, LLC	1.44%	164.12K	5.69M	1.6K	+0.98%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	3.02%	344.69K	11.96M	-15.9K	-4.41%
Mar 31, 2024	CX INSTITUTIONAL	4.2%	479.32K	16.63M	59.16K	+14.08%
Mar 31, 2024	INNEALTA CAPITAL, LLC	0.96%	110.09K	3.82M	-1	0.00%
Mar 31, 2024	US BANCORP \DE\	0%	170	5.9K	-21	-10.99%
Mar 31, 2024	PRIVATE TRUST CO NA	0%	378	13.11K	-13	-3.32%
Mar 31, 2024	ORION CAPITAL MANAGEMENT LLC	0.01%	615	21.33K	0	0
Mar 31, 2024	UBS GROUP AG	0.01%	1.22K	42.18K	1.08K	+762.41%
Mar 31, 2024	FMR LLC	0.01%	1.36K	47.28K	1.24K	+990.40%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.02%	2.23K	77.25K	-2.59K	-53.74%
Mar 31, 2024	MORGAN STANLEY	0.02%	2.68K	93.04K	425	+18.83%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	0.02%	2.74K	94.88K	-1.12K	-29.13%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.89K	169.7K	-41	-0.83%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.12%	13.56K	470.4K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	0	-	-1.04K	-100.00%
Mar 31, 2024	ITAU UNIBANCO HOLDING S.A.	0%	0	-	-51.87K	-100.00%
Mar 31, 2024	FIFTH THIRD BANCORP	0%	0	-	-7	-100.00%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0%	82	2.85K	82	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	205	7.11K	205	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	31.88%	3.95M	136.86M	-115.54K	-2.85%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	26.2%	2.99M	103.76M	363.86K	+13.85%
Mar 31, 2024	JPMORGAN CHASE & CO	22.6%	2.8M	97M	307.36K	+12.35%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.23%	26.68K	925.63K	282	+1.07%
Mar 31, 2024	ROYAL BANK OF CANADA	0.2%	24.22K	840K	24.22K	+100.00%
Mar 31, 2024	CIRCLE WEALTH MANAGEMENT, LLC	0.2%	22.34K	775.08K	0	0
Mar 31, 2024	GTS SECURITIES LLC	0.17%	19.97K	692.66K	19.97K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.16%	20.19K	700.54K	-2.47K	-10.91%
Mar 31, 2024	JANE STREET GROUP, LLC	0.12%	15.21K	527.6K	-10.4K	-40.62%
Mar 31, 2024	LPL FINANCIAL LLC	0.12%	14.83K	514.5K	121	+0.82%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.1%	11.11K	385.23K	0	0
Mar 31, 2024	SCOTIA CAPITAL INC.	0.08%	9.39K	325.84K	1.68K	+21.84%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.05%	6.34K	220.07K	-6.1K	-49.02%
Mar 31, 2024	COOPERMAN LEON G	0.05%	5.75K	199.47K	0	0
Mar 31, 2024	SIGNATUREFD, LLC	0%	265	9.19K	265	+100.00%
Mar 31, 2024	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0%	257	9K	257	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	250	8.67K	250	+100.00%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.01%	1.04K	34.7K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	1.78K	59.3K	1.78K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.02%	2.26K	75.02K	1.01K	+80.99%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	0.03%	3.86K	128.27K	0	0
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.04%	4.81K	160.02M	-290	-5.68%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.93K	160.47K	-126	-2.49%
Dec 31, 2023	COOPERMAN LEON G	0.05%	5.75K	191.13K	5.75K	+100.00%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.06%	7.71K	256.25K	7.71K	+100.00%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.09%	11.11K	369.13K	0	0
Dec 31, 2023	STIFEL FINANCIAL CORP	0.1%	12.45K	413.67K	12.45K	+100.00%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.11%	13.56K	450.73K	0	0
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.12%	14.17K	450.48K	14.17K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.12%	14.71K	488.98K	2.74K	+22.91%
Dec 31, 2023	JANE STREET GROUP, LLC	0.21%	25.61K	851.34K	-56.05K	-68.64%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	22.67K	753.43K	-1.79K	-7.31%
Dec 31, 2023	FIFTH THIRD BANCORP	0%	7	233	-130	-94.89%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	77	2.56K	2	+2.67%
Dec 31, 2023	FIRST COMMAND ADVISORY SERVICES, INC.	0%	82	2.73K	82	+100.00%
Dec 31, 2023	CIRCLE WEALTH MANAGEMENT, LLC	0.18%	22.34K	742.68K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	33.28%	4.06M	134.98M	-122.29K	-2.92%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	21.53%	2.63M	87.33M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	20.39%	2.49M	82.73M	649.97K	+35.35%
Dec 31, 2023	CX INSTITUTIONAL	3.44%	420.16K	13.97M	420.16K	+100.00%
Dec 31, 2023	FMR LLC	0%	125	4.16K	-2	-1.57%
Dec 31, 2023	UBS GROUP AG	0%	141	4.69K	-1.92K	-93.15%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	2.96%	360.59K	10.51M	-92.23K	-20.37%
Dec 31, 2023	MAIN MANAGEMENT ETF ADVISORS, LLC	1.33%	162.52K	5.4M	10.56K	+6.95%
Dec 31, 2023	INNEALTA CAPITAL, LLC	0.9%	110.09K	3.66M	-8	-0.01%
Dec 31, 2023	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.73%	88.94K	2.96M	88.94K	+100.00%
Dec 31, 2023	ITAU UNIBANCO HOLDING S.A.	0.43%	51.87K	1.72M	-52.12K	-50.12%
Dec 31, 2023	COMMUNITY BANK, N.A.	0.41%	49.98K	1.66M	38.07K	+319.47%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.26%	32.16K	1.02M	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.22%	26.4K	877.57K	1.25K	+4.99%
Dec 31, 2023	US BANCORP \DE\	0%	191	6.35K	21	+12.35%
Dec 31, 2023	IFP ADVISORS, INC	0%	281	9.35K	-440	-61.03%
Dec 31, 2023	PRIVATE TRUST CO NA	0%	391	13K	391	+100.00%
Dec 31, 2023	ORION CAPITAL MANAGEMENT LLC	0.01%	615	20.44K	0	0

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