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

Who are the major shareholders selling Franklin Investment Grade Corporate ETF stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in FLCO by -6.87% restricting it's holding to 5.44 thousand shares of worth nearly $116.57K. RAYMOND JAMES FINANCIAL INC also lessened -10.16% of the FLCO shares from its portfolio, reducing its holding to 19.52 thousand shares of worth $418.57K. GOLDMAN SACHS GROUP INC also shunned FLCO shares holding by -68.02% last quarter which brought its holding to 19.91 thousand shares worth $426.79K.

Investors who are buying FLCO stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in FLCO by 23.78% in the last quarter. The institutional holder raised its holding to 10.25 thousand shares having worth more than $220.00K. J.W. COLE ADVISORS, INC. also added 100% more shares of FLCO to its portfolio, raising its holding to 10.91 thousand shares of worth $234.00K. STEVENS CAPITAL PARTNERS also increased its FLCO shares holding by 100% which brought its holding to 11.64 thousand shares worth $249.65K.

FLCO's major insiders: who are they?

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

Did an insider recently sell FLCO stock?

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

Which insider recently purchased FLCO stock?

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

How much of FLCO does insiders own?

Around 0 Franklin Investment Grade Corporate ETF shares are held by insiders, which represents about N/A of FLCO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLCO?

TD WATERHOUSE CANADA INC. is the largest institutional owner in FLCO which holds 5.06 thousand shares worth $107.83K or 0.02% of the total FLCO shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 5.44 thousand shares representing 0.02% of the FLCO ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 10.25 thousand shares or 0.04% of the ownership worth more than $220.00K.

Is Franklin Investment Grade Corporate 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 FLCO is concerned, it is a stock which is not optionable.

Is there a short position on FLCO's shares?

Number of FLCO 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 FLCO shares are there?

As of today, null shares of FLCO are outstanding.

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

FLCO 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 FLCO is null.

Franklin Investment Grade Corporate ETF (FLCO) 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. TD WATERHOUSE CANADA INC. is the top corporate investor, holding 5.06K shares valued at $107.83K. A 0.02% stake in Franklin Investment Grade Corporate ETF is owned by the company. WELLS FARGO & COMPANY/MN owns 5.44K shares valued at $116.57K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.02%	5.06K	107.83K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.02%	5.44K	116.57K	-401	-6.87%
Jun 30, 2026	ROYAL BANK OF CANADA	0.04%	10.25K	220K	1.97K	+23.78%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.04%	10.91K	234K	10.91K	+100.00%
Jun 30, 2026	STEVENS CAPITAL PARTNERS	0.04%	11.64K	249.65K	11.64K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	14.27K	305.85K	14.27K	+100.00%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.05%	15K	321.68K	99	+0.66%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.07%	19.52K	418.57K	-2.21K	-10.16%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.07%	19.91K	426.79K	-42.35K	-68.02%
Jun 30, 2026	JANE STREET GROUP, LLC	0.09%	24.24K	519.64K	-15.54K	-39.07%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	1.36%	380.3K	8.15M	26.71K	+7.55%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0%	215	4.61K	215	+100.00%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	304	6.48K	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.5%	978.53K	20.98M	-11.2K	-1.13%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-99	-100.00%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0%	5	107	5	+100.00%
Jun 30, 2026	DUNHILL FINANCIAL, LLC	0%	99	2.14K	3	+3.13%
Jun 30, 2026	CORECAP ADVISORS, LLC	0%	136	2.92K	136	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.6%	447.17K	9.59M	28K	+6.68%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.97%	829.02K	17.77M	161.1K	+24.12%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	26.73K	573.09K	16.13K	+152.19%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.23%	63.13K	1.35M	4.91K	+8.44%
Jun 30, 2026	SEQUENT PLANNING LLC	0.5%	139.12K	2.98M	9.19K	+7.07%
Jun 30, 2026	CITADEL ADVISORS LLC	0.63%	176.97K	3.79M	58.59K	+49.49%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-533	-100.00%
Jun 30, 2026	HRT FINANCIAL LP	0%	0	-	-17.9K	-100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-18.54K	-100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-18.5K	-100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	5.13K	110.02K	1.32K	+34.71%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	15.48K	331.83K	-227	-1.45%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.27%	74.29K	1.59M	26.17K	+54.37%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.98%	274.69K	5.89M	23.98K	+9.56%
Jun 30, 2026	BENJAMIN EDWARDS INC	1.15%	320.98K	6.88M	29.97K	+10.30%
Jun 30, 2026		0%	0	-	-4.77K	-100.00%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-13.26K	-100.00%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-35	-100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	19.18K	411.27K	9.25K	+93.15%
Jun 30, 2026	MGO ONE SEVEN LLC	0.13%	37.26K	798.77K	-274	-0.73%
Jun 30, 2026	RFG ADVISORY, LLC	0.18%	51.17K	1.1M	51.17K	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	461	9.88K	0	0
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.21%	58.32K	1.25M	2.01K	+3.57%
Jun 30, 2026	LPL FINANCIAL LLC	0.43%	118.96K	2.55M	-12.78K	-9.70%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.45%	124.93K	2.68M	10.42K	+9.10%
Jun 30, 2026	JPMORGAN CHASE & CO	0.47%	130.7K	2.81M	14.6K	+12.58%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.59%	165.32K	3.54M	4.1K	+2.54%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.85%	238.52K	5.11M	27.25K	+12.90%
Jun 30, 2026	MORGAN STANLEY	4.28%	1.19M	25.62M	463	+0.04%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	6.65%	1.86M	39.83M	947.78K	+104.14%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	15.74%	4.4M	94.29M	-198.41K	-4.32%
Jun 30, 2026	UBS GROUP AG	0%	687	14.73K	154	+28.89%
Jun 30, 2026	CITIGROUP INC	0%	1.27K	27.14K	1.1K	+676.69%
Jun 30, 2026	FRANKLIN RESOURCES INC	51.6%	14.42M	309.16M	-478.61K	-3.21%
Jun 30, 2026	LEGACY CG, LLC	2.69%	751.19K	16.11M	17.59K	+2.40%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.76%	211.27K	4.53M	5.31K	+2.58%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.9%	250.71K	5.37M	22.23K	+9.73%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	16.57%	4.6M	98.45M	-773.83K	-14.41%
Mar 31, 2026	FRANKLIN RESOURCES INC	53.7%	14.9M	319.13M	-184.24K	-1.22%
Mar 31, 2026	SKOPOS LABS, INC.	0.06%	17.06K	365.45K	-9.91K	-36.75%
Mar 31, 2026	CITADEL ADVISORS LLC	0.43%	118.38K	2.54M	108.18K	+1,060.15%
Mar 31, 2026	SEQUENT PLANNING LLC	0.47%	129.94K	2.78M	13.12K	+11.23%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.27%	353.59K	7.57M	353.59K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.41%	667.92K	14.3M	394.06K	+143.89%
Mar 31, 2026		0.02%	4.77K	102.2K	4.77K	+100.00%
Mar 31, 2026	CITIGROUP INC	0%	163	3.49K	163	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	99	2.12K	0	0
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0%	96	2.07K	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	35	750	-183	-83.94%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.57%	989.73K	21.2M	32.81K	+3.43%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	461	9.88K	0	0
Mar 31, 2026	UBS GROUP AG	0%	533	11.42K	341	+177.60%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	533	11.42K	533	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	21.73K	465.47K	-43.56K	-66.72%
Mar 31, 2026	MGO ONE SEVEN LLC	0.14%	37.53K	803.89K	10.6K	+39.37%
Mar 31, 2026	CWM, LLC	0%	1K	21.42K	492	+96.85%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	39.78K	852.11K	39.78K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.81K	81.59K	209	+5.81%
Mar 31, 2026	HRT FINANCIAL LP	0.06%	17.9K	383K	17.9K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	18.5K	396.27K	4.81K	+35.09%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.17%	48.12K	1.03M	-12.35K	-20.42%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.22%	62.25K	1.33M	62.25K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.41%	114.51K	2.45M	23.16K	+25.35%
Mar 31, 2026	JPMORGAN CHASE & CO	0.42%	116.1K	2.47M	15.49K	+15.39%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.07%	18.54K	397K	18.54K	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	304	6.49K	0	0
Mar 31, 2026	MORGAN STANLEY	4.31%	1.19M	25.59M	22.4K	+1.91%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.02%	5.06K	107.98K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.02%	5.84K	125.05K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-2.69K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.03%	8.28K	178K	93	+1.14%
Mar 31, 2026	BENJAMIN EDWARDS INC	1.05%	291.01K	6.23M	3.02K	+1.05%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.51%	419.18K	8.98M	39.01K	+10.26%
Mar 31, 2026	LEGACY CG, LLC	2.64%	733.61K	15.71M	733.61K	+100.00%
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	3.28%	910.09K	19.49M	910.09K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	9.93K	212.72K	9.93K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.04%	10.6K	227.03K	2.18K	+25.88%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	13.26K	284.12K	0	0
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.05%	14.91K	319.27K	3.19K	+27.19%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	15.7K	336.38K	-727	-4.42%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.2%	56.31K	1.21M	10.21K	+22.16%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.21%	58.22K	1.25M	10.21K	+21.25%
Mar 31, 2026	LPL FINANCIAL LLC	0.47%	131.74K	2.82M	13.66K	+11.57%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.58%	161.22K	3.45M	6.33K	+4.09%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.7K	296.5K	-46.41K	-77.22%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	205.96K	4.46M	11.32K	+5.81%
Dec 31, 2025	FRANKLIN RESOURCES INC	57.85%	15.08M	326.54M	-601.29K	-3.83%
Dec 31, 2025	HANTZ FINANCIAL SERVICES, INC.	20.6%	5.37M	116.26M	181.5K	+3.50%
Dec 31, 2025	MORGAN STANLEY	4.49%	1.17M	25.38M	26.81K	+2.34%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.49%	380.17K	8.23M	101.4K	+36.37%
Dec 31, 2025	BENJAMIN EDWARDS INC	1.13%	287.99K	6.23M	9.79K	+3.52%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.88%	228.48K	4.95M	55.71K	+32.24%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.61%	154.89K	3.35M	21.5K	+16.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.66%	956.92K	20.72M	22.08K	+2.36%
Dec 31, 2025	SEQUENT PLANNING LLC	0.46%	116.82K	2.53M	11.67K	+11.10%
Dec 31, 2025	LPL FINANCIAL LLC	0.45%	118.08K	2.56M	10.66K	+9.92%
Dec 31, 2025	JPMORGAN CHASE & CO	0.39%	100.61K	2.18M	30.06K	+42.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	91.36K	1.98M	56.35K	+160.98%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.05%	273.86K	5.93M	146.28K	+114.65%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-111.16K	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-75.85K	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	80	1.73K	0	0
Dec 31, 2025	DUNHILL FINANCIAL, LLC	0%	96	2.07K	6	+6.67%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	99	2.14K	0	0
Dec 31, 2025	UBS GROUP AG	0%	192	4.16K	192	+100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	218	4.72K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	304	6.58K	304	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	461	9.98K	-603	-56.67%
Dec 31, 2025	CWM, LLC	0%	508	11K	-120	-19.11%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	2.69K	58.17K	2.69K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	3.6K	77.94K	940	+35.34%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.02%	5.06K	109.45K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	5.84K	126.39K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	8.42K	182.29K	-12.97K	-60.64%
Dec 31, 2025	CITADEL ADVISORS LLC	0.04%	10.2K	220.92K	-196.21K	-95.06%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.05%	11.72K	253.72K	11.72K	+100.00%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	13.26K	287.17K	271	+2.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	16.43K	355.73K	954	+6.16%
Dec 31, 2025	SKOPOS LABS, INC.	0.1%	26.97K	585.85K	7.77K	+40.46%
Dec 31, 2025	MGO ONE SEVEN LLC	0.11%	26.93K	583.01K	26.93K	+100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.18%	48.02K	1.04M	5.76K	+13.62%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	60.47K	1.31M	3.56K	+6.26%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.25%	65.29K	1.41M	3.44K	+5.55%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	8.19K	177K	1.89K	+30.02%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.18%	46.09K	997.89K	3.83K	+9.07%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.15%	42.26K	924.65K	42.26K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	56.91K	1.25M	-5.67K	-9.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	15.48K	338.64K	-89	-0.57%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	21.39K	465.67K	-78	-0.36%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	42.26K	924.65K	42.26K	+100.00%
Sep 30, 2025	DUNHILL FINANCIAL, LLC	0%	90	1.98K	90	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.35%	934.85K	20.45M	-7.78K	-0.83%
Sep 30, 2025	LPL FINANCIAL LLC	0.39%	107.42K	2.35M	-4.28K	-3.83%
Sep 30, 2025	SKOPOS LABS, INC.	0.07%	19.2K	420.18K	15.61K	+433.74%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	12.99K	284.29K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	6.3K	138K	792	+14.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	5.84K	127.73K	1	+0.02%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.02%	5.06K	110.51K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	1.06K	23.28K	0	0
Sep 30, 2025	CWM, LLC	0%	628	14K	120	+23.62%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-334	-100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	1%	278.19K	6.09M	48.14K	+20.92%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.27%	75.85K	1.66M	75.85K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	127.59K	2.78M	34.37K	+36.87%
Sep 30, 2025	SEQUENT PLANNING LLC	0.38%	105.15K	2.3M	105.15K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	56.27%	15.68M	343.17M	-60.17K	-0.38%
Sep 30, 2025	MORGAN STANLEY	4.11%	1.15M	25.06M	-293.48K	-20.40%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.7%	194.64K	4.26M	6.91K	+3.68%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.62%	172.77K	3.78M	23.09K	+15.42%
Sep 30, 2025	JANE STREET GROUP, LLC	0.4%	111.16K	2.43M	111.16K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.74%	206.42K	4.52M	124.32K	+151.42%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.48%	133.39K	2.92M	5.62K	+4.40%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1%	278.77K	6.1M	41.64K	+17.56%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	35.01K	765.93K	9.38K	+36.60%
Sep 30, 2025	HANTZ FINANCIAL SERVICES, INC.	18.62%	5.19M	113.52M	78K	+1.53%
Sep 30, 2025	JPMORGAN CHASE & CO	0.25%	70.56K	1.54M	6.17K	+9.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	61.86K	1.35M	6.36K	+11.46%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	60.11K	1.32M	-77.39K	-56.29%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.66K	58.2K	463	+21.07%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	218	4.77K	218	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	99	2.17K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	80	1.75K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.23%	64.39K	1.39M	10.51K	+19.52%
Jun 30, 2025	CITADEL ADVISORS LLC	0.29%	82.1K	1.77B	-135.3K	-62.23%
Jun 30, 2025	FRANKLIN RESOURCES INC	56.23%	15.74M	339.84M	1.04M	+7.09%
Jun 30, 2025	CWM, LLC	0%	508	11K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.2K	47.42K	-247	-10.11%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	5.84K	126K	4.6K	+371.49%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.03%	9.41K	203.17K	9.41K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	99	2.14K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	1.06K	22.97K	10	+0.95%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.02%	5.06K	108.84K	5.06K	+100.00%
Jun 30, 2025	MORGAN STANLEY	5.14%	1.44M	31.06B	-210.81K	-12.78%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	12.99K	280.45K	179	+1.40%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	25.63K	553.11K	2.2K	+9.41%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	62.57K	1.35M	25.93K	+70.74%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.82%	230.05K	4.97M	-36.19K	-13.59%
Jun 30, 2025	HANTZ FINANCIAL SERVICES, INC.	18.25%	5.11M	110.31M	277.36K	+5.74%
Jun 30, 2025	UBS GROUP AG	0%	334	7.21K	-70	-17.33%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	21.47K	463.41K	553	+2.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	187.73K	4.05M	34.46K	+22.48%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0%	0	-	-39.25K	-100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-87.96K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-3K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	5.51K	119K	-1.06K	-16.15%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	93.22K	2.01M	3.75K	+4.19%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	80	1.73K	80	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.49%	137.5K	2.97M	75.7K	+122.50%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.46%	127.77K	2.76M	-225	-0.18%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	55.5K	1.2M	-1.87K	-3.26%
Jun 30, 2025	LPL FINANCIAL LLC	0.4%	111.7K	2.41M	22.72K	+25.53%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.53%	149.69K	3.23M	9.95K	+7.12%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.37%	942.63K	20.35M	66.52K	+7.59%
Jun 30, 2025	SKOPOS LABS, INC.	0.01%	3.6K	77.66K	3.6K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	15.57K	335.99K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.32%	88.98K	1.91M	-14.27K	-13.82%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.32%	87.96K	1.88M	39.05K	+79.85%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	3K	64.25K	0	0
Mar 31, 2025	UBS GROUP AG	0%	404	8.65K	404	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	1.05K	22.58K	-72	-6.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1.24K	26.51K	-96	-7.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	6.57K	141K	-511	-7.22%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	12.81K	274.43K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.15%	876.11K	18.76M	-2.04K	-0.23%
Mar 31, 2025	MORGAN STANLEY	5.94%	1.65M	35.33M	80.69K	+5.14%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	57.37K	1.23M	-2.01K	-3.38%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	99	2.12K	99	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-661	-100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.46%	127.99K	2.74M	4.87K	+3.96%
Mar 31, 2025	HANTZ FINANCIAL SERVICES, INC.	17.4%	4.83M	103.51M	634.54K	+15.11%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	89.47K	1.92M	19.29K	+27.48%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.96%	266.24K	5.7M	137	+0.05%
Mar 31, 2025	CWM, LLC	0%	508	11K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2.44K	52.34K	672	+37.92%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0%	0	-	-20.21K	-100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-35.36K	-100.00%
Mar 31, 2025	FIRST COMMUNITY TRUST NA	0%	0	-	-574	-100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.5%	139.74K	2.99M	3.67K	+2.69%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	153.28K	3.28M	8.06K	+5.55%
Mar 31, 2025	CITADEL ADVISORS LLC	0.78%	217.4K	4.66M	169.89K	+357.64%
Mar 31, 2025	FRANKLIN RESOURCES INC	52.92%	14.7M	314.87M	-377.58K	-2.50%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	61.8K	1.32M	61.8K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.19%	53.88K	1.15M	3.33K	+6.58%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.14%	39.25K	841K	39.25K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	36.65K	785K	5.78K	+18.72%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	23.42K	501.61K	23.42K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	20.92K	448.01K	-3.45K	-14.17%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	15.57K	333.37K	-4.19K	-21.21%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	26.47K	565.2K	3.5K	+15.23%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.32%	55.85K	1.19M	-2.15K	-3.71%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.52%	87.37K	1.87M	2.7K	+3.19%
Mar 31, 2024	LPL FINANCIAL LLC	0.99%	173.74K	3.71M	119.78K	+221.97%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.03%	179.94K	3.84M	31.95K	+21.59%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.15%	24.56K	524K	4.23K	+20.79%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.17%	29.48K	629.29K	29.48K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.32%	55.99K	1.2M	55.99K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.04%	357.81K	7.64M	4.59K	+1.30%
Mar 31, 2024	MORGAN STANLEY	8.06%	1.41M	30.18M	-381.46K	-21.25%
Mar 31, 2024	FRANKLIN RESOURCES INC	53.14%	8.94M	190.95M	-13.74M	-60.57%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-12K	-100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-70.41K	-100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0%	0	-	-121.41K	-100.00%
Mar 31, 2024		0%	34	726	34	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	80	1.71K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0%	355	8K	0	0
Mar 31, 2024	CWM, LLC	0%	508	11K	508	+100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	661	13.83K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	700	14.95K	700	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.01%	845	18K	0	0
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	945	20.18K	945	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	1.09K	23.31K	-25.73K	-95.93%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	1.33K	28.46K	-1	-0.08%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.03%	5.16K	110.23K	-4.23K	-45.06%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	10.22K	218.26K	10.22K	+100.00%
Mar 31, 2024	HRT FINANCIAL LP	0.07%	12.39K	264K	12.39K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	12.71K	271.27K	2.97K	+30.56%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.14%	23.24K	496.22K	-550	-2.31%
Mar 31, 2024	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.14%	24.04K	513.21K	-52	-0.22%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	46.69K	996.93K	1.3K	+2.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.29%	48.53K	1.04M	15.82K	+48.35%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	1.47%	247.71K	5.29M	34.34K	+16.09%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.19%	58K	1.26M	58K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.23%	70.41K	1.52M	24.25K	+52.54%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	84.67K	1.83M	5.52K	+6.97%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.4%	121.41K	2.63M	-48.7K	-28.63%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.49%	147.98K	3.2M	19.21K	+14.91%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.7%	213.37K	4.62M	1.71K	+0.81%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.16%	353.22K	7.65M	-23.91K	-6.34%
Dec 31, 2023	MORGAN STANLEY	5.91%	1.8M	38.88M	53.83K	+3.09%
Dec 31, 2023	FRANKLIN RESOURCES INC	74.62%	22.68M	491.24M	-2.98M	-11.60%
Dec 31, 2023	LPL FINANCIAL LLC	0.18%	53.96K	1.17M	1.9K	+3.66%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.15%	45.39K	982.97K	-12.16K	-21.13%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.11%	32.72K	708.47K	-285	-0.86%
Dec 31, 2023	JPMORGAN CHASE & CO	0.09%	26.82K	580.76K	-189	-0.70%
Dec 31, 2023	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.08%	24.09K	521.67K	-54	-0.22%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.08%	23.79K	515.22K	234	+0.99%
Dec 31, 2023		0.08%	22.97K	497.5K	445	+1.98%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.07%	20.34K	440K	20.34K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	12K	554K	12K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	355	8K	-44.94K	-99.22%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.03%	9.73K	210.75K	-2.91K	-22.99%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.03%	9.4K	203.54K	-2.73K	-22.49%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	3K	64.97K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1.33K	28.89K	816	+157.53%
Dec 31, 2023	NBC SECURITIES, INC.	0%	845	18K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0%	661	14.23K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	80	1.72K	0	0

Frequently Asked Questions