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

Who are the major shareholders selling Fidelity U.S. Multifactor ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in FLRG by -4.19% restricting it's holding to 722.98 thousand shares of worth nearly $29.66M. AE WEALTH MANAGEMENT LLC also lessened -3.37% of the FLRG shares from its portfolio, reducing its holding to 2.03 million shares of worth $83.27M. NEWEDGE ADVISORS, LLC also shunned FLRG shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying FLRG stock?

As per its latest 13F filing, ADVISORY SERVICES NETWORK, LLC increased its stake in FLRG by 32.58% in the last quarter. The institutional holder raised its holding to 217.76 thousand shares having worth more than $8.93M. BERMAN MCALEER LLC also added 2.66% more shares of FLRG to its portfolio, raising its holding to 331.53 thousand shares of worth $13.60M. REGATTA RESEARCH & MONEY MANAGEMENT also increased its FLRG shares holding by 100% which brought its holding to 255 shares worth $10.44K.

FLRG's major insiders: who are they?

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

Did an insider recently sell FLRG stock?

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

Which insider recently purchased FLRG stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity U.S. Multifactor ETF insiders have bought stock, totalling 0 shares

How much of FLRG does insiders own?

Around 0 Fidelity U.S. Multifactor ETF shares are held by insiders, which represents about N/A of FLRG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLRG?

ADVISORY SERVICES NETWORK, LLC is the largest institutional owner in FLRG which holds 217.76 thousand shares worth $8.93M or 3.12% of the total FLRG shares outstanding followed by BERMAN MCALEER LLC with ownership of 331.53 thousand shares representing 4.76% of the FLRG ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 722.98 thousand shares or 10.37% of the ownership worth more than $29.66M.

Is Fidelity U.S. Multifactor 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 FLRG is concerned, it is a stock which is optionable.

Is there a short position on FLRG's shares?

Number of FLRG 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 FLRG shares are there?

As of today, null shares of FLRG are outstanding.

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

FLRG 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 FLRG is null.

Fidelity US Multifactor ETF (FLRG) 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. ADVISORY SERVICES NETWORK, LLC is the top corporate investor, holding 217.76K shares valued at $8.93M. A 3.12% stake in Fidelity U.S. Multifactor ETF is owned by the company. BERMAN MCALEER LLC owns 331.53K shares valued at $13.60M, which translates its holding of 4.76% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	3.12%	217.76K	8.93M	53.52K	+32.58%
Jun 30, 2026	BERMAN MCALEER LLC	4.76%	331.53K	13.6M	8.58K	+2.66%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	10.37%	722.98K	29.66M	-31.64K	-4.19%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	29.13%	2.03M	83.27M	-70.71K	-3.37%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	0	-	-405	-100.00%
Jun 30, 2026	RFG ADVISORY, LLC	0%	0	-	-5.49K	-100.00%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0%	255	10.44K	255	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0%	285	11.68K	0	0
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	640	26.26K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	5.32K	218.25K	320	+6.40%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.11%	7.62K	312.72K	-20	-0.26%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.14%	9.49K	389.18K	-1.2K	-11.22%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.53%	37.05K	1.52M	28.92K	+355.66%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	0	-	-175	-100.00%
Jun 30, 2026	RALEIGH CAPITAL MANAGEMENT INC.	0%	1	26	0	0
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0%	104	4.27K	104	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	109	4.47K	0	0
Jun 30, 2026	QUEST 10 WEALTH BUILDERS, INC.	0%	115	4.72K	-19	-14.18%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	251	10.3K	251	+100.00%
Jun 30, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.01%	383	15.7K	383	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.01%	490	20.1K	0	0
Jun 30, 2026	IFG ADVISORY, LLC	0.01%	526	21.58K	526	+100.00%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.02%	1.44K	58.91K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.02%	1.44K	59.07K	1	+0.07%
Jun 30, 2026	UBS GROUP AG	0.07%	4.74K	194.62K	3.02K	+174.86%
Jun 30, 2026	ALLIANCE WEALTH ADVISORS, LLC	0.07%	5.07K	207.91K	5.07K	+100.00%
Jun 30, 2026	BRIGHTON JONES LLC	0.09%	6.08K	249.27K	6.08K	+100.00%
Jun 30, 2026	HIGH POINT WEALTH MANAGEMENT, LLC	0.09%	6.24K	256.14K	20	+0.32%
Jun 30, 2026	JANE STREET GROUP, LLC	0.1%	6.9K	283.02K	1.35K	+24.24%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.11%	7.41K	303.81K	1.4K	+23.31%
Jun 30, 2026	JPMORGAN CHASE & CO	0.14%	9.61K	392.05K	5.37K	+126.76%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, LLC	0.14%	10.06K	412.74K	1.56K	+18.34%
Jun 30, 2026	WILLIAMS & NOVAK, LLC	0.15%	10.34K	424.25K	312	+3.11%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	11.55K	473.64K	1.67K	+16.91%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.17%	11.84K	485.83K	-474	-3.85%
Jun 30, 2026	MORGAN STANLEY	0.18%	12.69K	520.63K	12.69K	+1,269,000.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.2%	13.65K	560.1K	-196	-1.42%
Jun 30, 2026	FMR LLC	0.33%	23.02K	944.25K	1.53K	+7.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	23.54K	965K	529	+2.30%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.41%	28.25K	1.17M	1.41K	+5.24%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.41%	28.64K	1.17M	28.64K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.43%	29.74K	1.22M	546	+1.87%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.45%	31.35K	1.15M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.52%	36.37K	1.49M	523	+1.46%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.71%	49.44K	2.03M	-2.56K	-4.93%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.73%	50.86K	2.09M	-21.36K	-29.58%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	1.11%	77.08K	3.16M	5.04K	+7.00%
Jun 30, 2026	CENTENNIAL WEALTH ADVISORY LLC	1.2%	83.82K	3.44M	-653	-0.77%
Jun 30, 2026	CITADEL ADVISORS LLC	0.66%	46.17K	1.89M	30.13K	+187.94%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.59%	180.69K	7.44M	1.47K	+0.82%
Mar 31, 2026	HIGH POINT WEALTH MANAGEMENT, LLC	0.09%	6.22K	229K	24	+0.39%
Mar 31, 2026	BERMAN MCALEER LLC	4.63%	322.95K	11.88M	31.59K	+10.84%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	0	-	-14	-100.00%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.02%	1.44K	52.83K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	8.13K	299.1K	-4.12K	-33.61%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, LLC	0.12%	8.5K	312.8K	8.5K	+100.00%
Mar 31, 2026	CENTENNIAL WEALTH ADVISORY LLC	1.21%	84.48K	3.11M	-1.16K	-1.35%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.57%	179.21K	6.65M	-94.35K	-34.49%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-7.66K	-100.00%
Mar 31, 2026	MORGAN STANLEY	0%	1	52	1	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0%	0	-	-21.1K	-100.00%
Mar 31, 2026	RALEIGH CAPITAL MANAGEMENT INC.	0%	1	23	1	+100.00%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.01%	913	33.6K	3	+0.33%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	10.83%	754.63K	27.76M	-40.92K	-5.14%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0%	0	-	-1.53K	-100.00%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	9.88K	363.34K	3.17K	+47.31%
Mar 31, 2026	WILLIAMS & NOVAK, LLC	0.14%	10.03K	371.26K	730	+7.85%
Mar 31, 2026		0.09%	6.22K	229K	24	+0.39%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.11%	7.64K	281.19K	-244	-3.09%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	10.69K	393.16K	-31.94K	-74.93%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.18%	12.32K	453.15K	-894	-6.77%
Mar 31, 2026	LPL FINANCIAL LLC	0.2%	13.85K	509.51K	423	+3.15%
Mar 31, 2026	CITADEL ADVISORS LLC	0.23%	16.03K	589.89K	-16.45K	-50.64%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.42%	29.2K	1.07M	1.14K	+4.05%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.01%	490	18.03K	-171	-25.87%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.75%	52K	1.91M	2.21K	+4.44%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0%	285	10.48K	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.01%	415	15.27K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	30.14%	2.1M	77.27M	158.01K	+8.13%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	109	3.99K	1	+0.93%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-5.46K	-100.00%
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0%	134	4.93K	0	0
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0%	175	6K	175	+100.00%
Mar 31, 2026	CWM, LLC	0.01%	495	18.21K	0	0
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	640	23.55K	0	0
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.45%	31.35K	1.15M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.51%	35.84K	1.32M	-17.07K	-32.26%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.02%	1.44K	52.97K	992	+221.92%
Mar 31, 2026	UBS GROUP AG	0.02%	1.73K	63.5K	789	+84.20%
Mar 31, 2026	JPMORGAN CHASE & CO	0.06%	4.24K	152.62K	2.39K	+129.58%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	5K	183.95K	0	0
Mar 31, 2026	RFG ADVISORY, LLC	0.08%	5.49K	201.82K	5.49K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.08%	5.55K	204.3K	5.55K	+100.00%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.09%	6.01K	220.95K	-629	-9.48%
Mar 31, 2026	FMR LLC	0.31%	21.49K	790.57K	3.37K	+18.62%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	23.01K	846K	6.6K	+40.23%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.39%	26.85K	1.07M	909	+3.50%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	1.03%	72.04K	2.65M	72.04K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.04%	72.21K	2.66M	21.34K	+41.94%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	2.36%	164.24K	6.04M	-58.5K	-26.26%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0%	0	-	-100	-100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.01%	405	14.9K	405	+100.00%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.44%	31.35K	1.19M	-2.48K	-7.33%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	10.99%	795.54K	30.19M	-10.42K	-1.29%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.86%	273.56K	10.46M	19.36K	+7.62%
Dec 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	1.21%	85.63K	3.25M	3.38K	+4.11%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.7%	50.88K	1.93M	8.14K	+19.04%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	26.83%	1.94M	73.71M	152.87K	+8.54%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.73%	52.92K	2.01M	2.8K	+5.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.59%	42.63K	1.62M	1.77K	+4.33%
Dec 31, 2025	CITADEL ADVISORS LLC	0.45%	32.48K	1.23M	95	+0.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	28.06K	1.06M	13.54K	+93.26%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	21.1K	800.75K	-17.9K	-45.90%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	3.08%	222.74K	8.45M	4.16K	+1.90%
Dec 31, 2025	FMR LLC	0.25%	18.12K	687.49K	6.84K	+60.60%
Dec 31, 2025	LPL FINANCIAL LLC	0.19%	13.43K	509.52K	-2.21K	-14.15%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.18%	13.21K	501.36K	-314	-2.32%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.02%	1.53K	58.12K	8	+0.52%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.02%	1.44K	54.5K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	937	35.56K	-219	-18.94%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.01%	910	34.52K	5	+0.55%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	661	25.09K	171	+34.90%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	640	24.29K	0	0
Dec 31, 2025	CWM, LLC	0.01%	495	19K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	447	16.96K	0	0
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.01%	415	15.75K	0	0
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	285	10.82K	285	+100.00%
Dec 31, 2025		0%	270	10.25K	270	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	0	-	-1	-100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0%	0	-	-22.35K	-100.00%
Dec 31, 2025	HIGH FALLS ADVISORS, INC	0%	0	-	-7.07K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-10.52K	-100.00%
Dec 31, 2025	DENTGROUP LLC	0%	0	-	-6.27K	-100.00%
Dec 31, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	134	5.09K	-12	-8.22%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	12.25K	464.74K	-27.66K	-69.32%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0.13%	9.3K	352.91K	1.18K	+14.55%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	7.89K	299.32K	25	+0.32%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	7.66K	290.57K	1.46K	+23.58%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	6.7K	254.42K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	1.85K	70.07K	-22.98K	-92.56%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-8.07K	-100.00%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.37%	25.94K	995.28K	1.14K	+4.58%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	108	4.1K	0	0
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	100	3.8K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	14	514	14	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.7%	49.79K	1.89M	2.68K	+5.69%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	16.41K	623K	-3.81K	-18.86%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.09%	6.64K	251.79K	0	0
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.08%	5.46K	209.87K	-98	-1.76%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	5K	189.75K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	108	4.14K	108	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	447	17.19K	0	0
Sep 30, 2025	UBS GROUP AG	0.02%	1.16K	44.45K	1.16K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	5K	192.25K	0	0
Sep 30, 2025	HIGH FALLS ADVISORS, INC	0.1%	7.07K	271.79K	536	+8.20%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.11%	7.86K	299.16K	7.86K	+100.00%
Sep 30, 2025	SIGMA PLANNING CORP	0.31%	22.35K	859.18K	-1.33K	-5.61%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.34%	24.8K	943.89K	2.95K	+13.49%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.59%	42.74K	1.64M	14.07K	+49.09%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.55%	39.91K	1.53M	39.91K	+100.00%
Sep 30, 2025	DENTGROUP LLC	0.09%	6.27K	240.99K	109	+1.77%
Sep 30, 2025	FMR LLC	0.16%	11.28K	433.72K	449	+4.15%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.01%	905	34.8K	9	+1.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	10.52K	404.3K	10.52K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	24.66%	1.79M	68.81M	258.03K	+16.85%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	14.52K	558.29K	5.98K	+70.06%
Sep 30, 2025	LPL FINANCIAL LLC	0.22%	15.64K	601.28K	-4.67K	-23.01%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-217	-100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.08%	5.56K	213.74K	5.56K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	20.22K	777K	2	+0.01%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	6.2K	238.22K	-7.4K	-54.43%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	6.7K	257.77K	6.7K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.19%	13.53K	520.02K	13.53K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	8.07K	310.33K	-33.4K	-80.54%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.47%	33.83K	1.3M	-1.1K	-3.14%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.54%	39K	1.5M	-4.4K	-10.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.69%	50.12K	1.88M	5.79K	+13.07%
Sep 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	1.13%	82.25K	3.16M	2.66K	+3.35%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	3.01%	218.58K	8.4M	-15.35K	-6.56%
Sep 30, 2025		3.82%	276.84K	10.64M	276.84K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.34%	24.82K	954.44K	4.15K	+20.08%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	100	3.85K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.56%	40.86K	1.57M	-7.46K	-15.44%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.65%	47.11K	1.81M	3.72K	+8.57%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	11.11%	805.97K	30.99M	-30.38K	-3.63%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.5%	254.2K	9.75M	4.06K	+1.62%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.02%	1.52K	58.6K	4	+0.26%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.11%	8.12K	312.13K	1.89K	+30.28%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-1.21K	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.45%	32.39K	1.25M	24.52K	+311.80%
Sep 30, 2025	CWM, LLC	0.01%	495	19K	495	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	0	-	-52.33K	-100.00%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.09%	6.64K	255.11K	6.64K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0%	1	49	0	0
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	146	5.61K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.01%	415	15.96K	415	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	490	18.84K	50	+11.36%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	640	24.61K	0	0
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.02%	1.44K	55.21K	180	+14.33%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.02%	1.21K	43.33K	783	+185.54%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	100	3.59K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.01%	440	15.82K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.31%	20.31K	730.1K	9.43K	+86.73%
Jun 30, 2025	IFP ADVISORS, INC	0.8%	52.33K	1.88M	593	+1.15%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.66%	43.39K	1.56M	41.51K	+2,215.21%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.02%	1.26K	45.15K	1.26K	+100.00%
Jun 30, 2025	SOVRAN ADVISORS, LLC	0.33%	21.85K	782.63K	2.31K	+11.84%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0%	0	-	-6.27K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	5K	179.73K	5K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.31%	20.67K	743.1K	15.74K	+318.97%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	3.56%	233.93K	8.48M	39.04K	+20.03%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	7.87K	282.72M	-3.72K	-32.12%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	41.47K	1.49B	-7.1K	-14.62%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.81%	250.14K	9.05M	6.9K	+2.84%
Jun 30, 2025		0.02%	1.26K	45.15K	1.26K	+100.00%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.02%	1.52K	54.63K	1.52K	+100.00%
Jun 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	146	5.25K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	12.73%	836.35K	30.06M	-1.3K	-0.16%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	23.31%	1.53M	55.05M	212.16K	+16.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	13.6K	488.77K	6.57K	+93.47%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	217	8.02K	217	+100.00%
Jun 30, 2025	WILLIAMS & NOVAK, LLC	0.09%	6.23K	223.98K	6.23K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.67%	44.33K	1.59M	11.98K	+37.03%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	20.22K	727K	1.31K	+6.91%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.44%	28.67K	1.03M	20.87K	+267.78%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	640	23.01K	640	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.01%	896	30.3K	-4	-0.44%
Jun 30, 2025	FMR LLC	0.16%	10.83K	389.35K	1.54K	+16.61%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-20.32K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	447	16.07K	447	+100.00%
Jun 30, 2025	DENTGROUP LLC	0.09%	6.16K	221.39K	6.16K	+100.00%
Jun 30, 2025	HIGH FALLS ADVISORS, INC	0.1%	6.53K	234.83K	6.53K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	8.54K	306.91K	8.54K	+100.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.36%	23.67K	850.97K	-1.28K	-5.12%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.53%	34.93K	1.26M	3.4K	+10.79%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.66%	43.4K	1.56M	4.9K	+12.73%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.74%	48.32K	1.74M	3.33K	+7.39%
Jun 30, 2025	CENTENNIAL WEALTH ADVISORY LLC	1.21%	79.59K	2.86M	5.07K	+6.81%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-7	-100.00%
Jun 30, 2025	MORGAN STANLEY	0%	1	58K	1	+100.00%
Mar 31, 2025	CENTENNIAL WEALTH ADVISORY LLC	1.25%	74.51K	2.47M	4.92K	+7.07%
Mar 31, 2025	MORGAN STANLEY	0%	0	-	-2	-100.00%
Mar 31, 2025	WEST BRANCH CAPITAL LLC	0%	0	-	-2.76K	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.08%	4.93K	163.65K	4.93K	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.03%	1.87K	63.35K	0	0
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.11%	6.27K	207.98K	6.27K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.87%	51.74K	1.72M	-17.17K	-24.92%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.82%	48.57K	1.61M	35.53K	+272.63%
Mar 31, 2025	CITADEL ADVISORS LLC	0.19%	11.59K	384.25K	-21.54K	-65.02%
Mar 31, 2025	LPL FINANCIAL LLC	0.18%	10.88K	360.7K	2.31K	+26.95%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	18.91K	627K	-396	-2.05%
Mar 31, 2025	SIGMA PLANNING CORP	0.42%	24.95K	827.41K	-983	-3.79%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.53%	31.53K	1.05M	11.03K	+53.78%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.54%	32.35K	1.07M	-14.31K	-30.66%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.65%	38.5K	1.28M	38.5K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	7.79K	258.46K	7.79K	+100.00%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.02%	900	29.84K	4	+0.45%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.01%	422	14K	422	+100.00%
Mar 31, 2025		0%	146	4.84K	-15	-9.32%
Mar 31, 2025	FMR LLC	0.16%	9.29K	308K	2.89K	+45.26%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	7.03K	233.06K	7.03K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.76%	44.99K	1.49M	-13.91K	-23.61%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-57.58K	-100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0%	100	3.32K	100	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	7	232	7	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	20.32K	673.78K	312	+1.56%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.01%	440	14.59K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	14.07%	837.65K	27.78M	-15.81K	-1.85%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	22.16%	1.32M	43.75M	172.35K	+15.03%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.08%	243.24K	8.07M	18.4K	+8.18%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	3.27%	194.89K	6.46M	194.89K	+100.00%

Frequently Asked Questions