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

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

UBS ASSET MANAGEMENT AMERICAS INC, in the last quarter, reduced its stake in FLSW by -100% restricting it's holding to 0 shares of worth nearly -. ASHTON THOMAS PRIVATE WEALTH, LLC also lessened -100% of the FLSW shares from its portfolio, reducing its holding to 0 shares of worth -. QUANTINNO CAPITAL MANAGEMENT LP also shunned FLSW shares holding by -1.52% last quarter which brought its holding to 26.51 thousand shares worth $1.15M.

Investors who are buying FLSW stock?

As per its latest 13F filing, MERCER GLOBAL ADVISORS INC /ADV increased its stake in FLSW by 100% in the last quarter. The institutional holder raised its holding to 68 shares having worth more than $2.95K. WELLS FARGO & COMPANY/MN also added 5,100% more shares of FLSW to its portfolio, raising its holding to 52 shares of worth $2.25K. MORGAN STANLEY also increased its FLSW shares holding by 521.71% which brought its holding to 1.89 thousand shares worth $81.92K.

FLSW's major insiders: who are they?

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

Did an insider recently sell FLSW stock?

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

Which insider recently purchased FLSW stock?

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

How much of FLSW does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLSW?

FIFTH THIRD BANCORP is the largest institutional owner in FLSW which holds 115 shares worth $4.98K or 0.01% of the total FLSW shares outstanding followed by MERCER GLOBAL ADVISORS INC /ADV with ownership of 68 shares representing 0% of the FLSW ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 52 shares or 0% of the ownership worth more than $2.25K.

Is Franklin FTSE Switzerland 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 FLSW is concerned, it is a stock which is not optionable.

Is there a short position on FLSW's shares?

Number of FLSW 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 FLSW shares are there?

As of today, null shares of FLSW are outstanding.

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

FLSW 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 FLSW is null.

Franklin FTSE Switzerland ETF (FLSW) 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. FIFTH THIRD BANCORP is the top corporate investor, holding 115 shares valued at $4.98K. A 0.01% stake in Franklin FTSE Switzerland ETF is owned by the company. MERCER GLOBAL ADVISORS INC /ADV owns 68 shares valued at $2.95K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	115	4.98K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	68	2.95K	68	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	52	2.25K	51	+5,100.00%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-7	-100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	0	-	-2.79K	-100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	713	30.89K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.07%	1.24K	54K	0	0
Jun 30, 2026	MORGAN STANLEY	0.1%	1.89K	81.92K	1.59K	+521.71%
Jun 30, 2026	CREATIVE PLANNING	0.33%	6.29K	272.42K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.33%	6.32K	273.76K	187	+3.05%
Jun 30, 2026	SANKALA GROUP LLC	0.4%	7.56K	330.24K	3.32K	+78.44%
Jun 30, 2026	NORTH CAPITAL, INC.	0.48%	9.06K	392.74K	0	0
Jun 30, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.8%	15.2K	658.62K	0	0
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	1.4%	26.51K	1.15M	-410	-1.52%
Jun 30, 2026	SSA SWISS ADVISORS AG	1.45%	27.62K	1.2M	-1.14K	-3.96%
Jun 30, 2026	JANE STREET GROUP, LLC	1.46%	27.78K	1.2M	-13.5K	-32.70%
Jun 30, 2026	INNEALTA CAPITAL, LLC	1.85%	35.16K	1.52M	0	0
Jun 30, 2026	CI PRIVATE WEALTH, LLC	2.09%	39.72K	1.72M	-1.73K	-4.16%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.26%	43.03K	1.86M	-61.86K	-58.98%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	2.81%	53.35K	2.31M	-1.15K	-2.11%
Jun 30, 2026	FIRST INTERNATIONAL BANK OF ISRAEL LTD.	4.42%	84K	3.64M	0	0
Jun 30, 2026	FLOW TRADERS U.S. LLC	5.9%	112.05K	4.86M	63K	+128.43%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	10.86%	206.42K	8.94M	377	+0.18%
Jun 30, 2026	MAROTTA ASSET MANAGEMENT	13.56%	257.59K	11.13M	10.64K	+4.31%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	600	26K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.05%	1K	43.33K	1K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.01%	269	11.66K	-1.78K	-86.88%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	150	6.5K	0	0
Jun 30, 2026	MILLSTONE EVANS GROUP, LLC	0%	0	-	-3.96K	-100.00%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	10.84%	206.05K	8.36M	22.61K	+12.33%
Mar 31, 2026	MAROTTA ASSET MANAGEMENT	13%	246.95K	10.15M	-14.59K	-5.58%
Mar 31, 2026	FLOW TRADERS U.S. LLC	2.58%	49.05K	1.99M	49.05K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	5.52%	104.89K	4.25M	104.89K	+100.00%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	150	6.08K	150	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.15%	2.79K	112.97K	2.79K	+100.00%
Mar 31, 2026	FMR LLC	0%	0	-	-8	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-904	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	35	0	0
Mar 31, 2026	SSA SWISS ADVISORS AG	1.51%	28.76K	1.17M	-60	-0.21%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	7	284	7	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	115	4.67K	115	+100.00%
Mar 31, 2026	UBS GROUP AG	0.11%	2.05K	83.19K	2.05K	+100.00%
Mar 31, 2026	MILLSTONE EVANS GROUP, LLC	0.21%	3.96K	160.63K	2.13K	+115.80%
Mar 31, 2026	CREATIVE PLANNING	0.33%	6.29K	255.02K	6.29K	+100.00%
Mar 31, 2026	VIVALDI CAPITAL MANAGEMENT LP	0.36%	6.76K	274.36K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-71	-100.00%
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	0%	0	-	-60.17K	-100.00%
Mar 31, 2026		0.22%	4.24K	168.21K	624	+17.28%
Mar 31, 2026	MENORA MIVTACHIM HOLDINGS LTD.	0.8%	15.2K	616.55K	0	0
Mar 31, 2026	MORGAN STANLEY	0.02%	304	12.36K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	600	24.34K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	713	28.92K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.07%	1.24K	50K	1.24K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.32%	6.13K	248.69K	0	0
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	1.42%	26.92K	1.09M	1.21K	+4.70%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	2.18%	41.45K	1.55M	5.01K	+13.75%
Mar 31, 2026	INNEALTA CAPITAL, LLC	1.85%	35.16K	1.43M	-1.67K	-4.53%
Mar 31, 2026	JANE STREET GROUP, LLC	2.17%	41.28K	1.67M	29.86K	+261.44%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	2.87%	54.5K	2.21M	-1.55K	-2.77%
Mar 31, 2026	NORTH CAPITAL, INC.	0.48%	9.06K	367.66K	3.46K	+61.86%
Mar 31, 2026	FIRST INTERNATIONAL BANK OF ISRAEL LTD.	4.42%	84K	3.41M	84K	+100.00%
Mar 31, 2026	SANKALA GROUP LLC	0.22%	4.24K	168.21K	624	+17.28%
Dec 31, 2025		0.25%	3.61K	162.75K	3.61K	+100.00%
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	17.95%	261.54K	10.85M	1.1K	+0.42%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	4.13%	60.17K	2.5M	0	0
Dec 31, 2025	COMPAGNIE LOMBARD ODIER SCMA	0%	0	-	-2K	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-24.49K	-100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-23.51K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.36K	-100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	71	2.95K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	115	4.77K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	24.89K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	904	37.5K	-40	-4.24%
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0.13%	1.84K	76.12K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.39%	6.13K	254.31K	73	+1.21%
Dec 31, 2025	MORGAN STANLEY	0.02%	304	12.63K	0	0
Dec 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.43%	6.76K	280.57K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.78%	11.42K	473.74K	1.96K	+20.65%
Dec 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	0.98%	15.2K	630.5K	0	0
Dec 31, 2025	CI PRIVATE WEALTH, LLC	2.5%	36.44K	1.51M	-2.84K	-7.23%
Dec 31, 2025	INNEALTA CAPITAL, LLC	2.53%	36.83K	1.53M	-28.09K	-43.27%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-32	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	36	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	713	29.58K	0	0
Dec 31, 2025	FMR LLC	0%	8	332	8	+100.00%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	11.78%	183.43K	7.61M	-6.52K	-3.43%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	3.6%	56.06K	2.33M	56.06K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	1.64%	25.71K	1.07M	-2.34K	-8.36%
Dec 31, 2025	NORTH CAPITAL, INC.	0.36%	5.6K	232.29K	-1	-0.02%
Dec 31, 2025	SSA SWISS ADVISORS AG	1.98%	28.82K	1.2M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	6.36K	243.95K	2.07K	+48.07%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	71	2.72K	0	0
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.66%	24.49K	939K	368	+1.53%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	17.66%	260.44K	10.09M	19.72K	+8.19%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	12.88%	189.95K	7.28M	3.35K	+1.80%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	1.9%	28.05K	1.08M	-914	-3.16%
Sep 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	1.03%	15.2K	582.93K	15.2K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.65%	9.47K	363.03K	-2.08K	-17.99%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	4.08%	60.17K	2.31M	25.05K	+71.33%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	2.66%	39.28K	1.51M	-7.05K	-15.22%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.59%	23.51K	901.78K	703	+3.08%
Sep 30, 2025	INNEALTA CAPITAL, LLC	4.4%	64.92K	2.49M	-722	-1.10%
Sep 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.46%	6.76K	259.41K	21	+0.31%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	23.01K	0	0
Sep 30, 2025	COMERICA BANK	0.01%	115	4.41K	115	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	32	1K	32	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	22	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-30	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.41%	6.06K	232.35K	220	+3.77%
Sep 30, 2025	MORGAN STANLEY	0.02%	304	11.69K	0	0
Sep 30, 2025	NORTH CAPITAL, INC.	0.38%	5.6K	214.8K	5.6K	+100.00%
Sep 30, 2025	COMPAGNIE LOMBARD ODIER SCMA	0.14%	2K	76.7K	0	0
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0.12%	1.84K	70.37K	751	+69.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	944	36.2K	-6.92K	-87.99%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	713	27.34K	713	+100.00%
Sep 30, 2025	SSA SWISS ADVISORS AG	1.95%	28.82K	1.09M	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	30	1.14K	30	+100.00%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	2.56%	35.12K	1.33M	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	22.76K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.43%	5.84K	221.49K	-258	-4.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	7.86K	298.23K	7.51K	+2,165.42%
Jun 30, 2025	JANE STREET GROUP, LLC	0.84%	11.54K	437.88K	-54.03K	-82.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.66%	22.81K	865.4K	1.72K	+8.18%
Jun 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.49%	6.74K	255.82K	36	+0.54%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	13.6%	186.6K	7.08M	5.54K	+3.06%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	17.55%	240.72K	9.13M	-2.27K	-0.94%
Jun 30, 2025	TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC	0%	0	-	-32	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	4.3K	162.98K	4.3K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.76%	24.13K	915K	-64.84K	-72.88%
Jun 30, 2025	MORGAN STANLEY	0.02%	304	11.56M	3	+1.00%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	2.11%	28.97K	1.1M	5.07K	+21.20%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-58	-100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-600	-100.00%
Jun 30, 2025	COMPAGNIE LOMBARD ODIER SCMA	0.15%	2K	75.88K	-2K	-50.00%
Jun 30, 2025	SSA SWISS ADVISORS AG	2.1%	28.82K	1.12M	720	+2.56%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	71	2.69K	0	0
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0.08%	1.08K	41.13K	1.08K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	27	1	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	3.38%	46.33K	1.76M	5.48K	+13.41%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	4.25%	58.28K	2.21M	-798	-1.35%
Jun 30, 2025	INNEALTA CAPITAL, LLC	4.79%	65.65K	2.49M	297	+0.45%
Jun 30, 2025		0.08%	1.08K	41.13K	1.08K	+100.00%
Mar 31, 2025	INNEALTA CAPITAL, LLC	4.75%	65.35K	2.33M	-31.06K	-32.22%
Mar 31, 2025	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0%	0	-	-317.7K	-100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	347	12.4K	-26.91K	-98.73%
Mar 31, 2025	FMR LLC	0.04%	600	21.44K	600	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	71	2.54K	-17	-19.32%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	6.1K	217.8K	6.1K	+100.00%
Mar 31, 2025	COMPAGNIE LOMBARD ODIER SCMA	0.29%	4K	142.92K	1.5K	+60.00%
Mar 31, 2025	MAROTTA ASSET MANAGEMENT	17.65%	242.99K	8.76M	-10.44K	-4.12%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	13.15%	181.06K	6.47M	-9.33K	-4.90%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-183	-100.00%
Mar 31, 2025	BRYN MAWR TRUST CO	0%	0	-	-101	-100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-8.42K	-100.00%
Mar 31, 2025	TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC	0%	32	1.14K	32	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.02%	301	10.78K	0	0
Mar 31, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.49%	6.71K	239.64K	0	0
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	2.26%	31.07K	1.25M	-750	-2.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	6.46%	88.97K	3.18M	88.97K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	58	2.07K	39	+205.26%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	21.44K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.53%	21.09K	753.45K	21.09K	+100.00%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	1.74%	23.9K	853.99K	677	+2.92%
Mar 31, 2025		2.04%	28.1K	1M	28.1K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	4.76%	65.57K	2.34M	65.57K	+100.00%
Mar 31, 2025	EAGLE BAY ADVISORS LLC	0%	0	-	-1.24K	-100.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	2.97%	40.85K	1.46M	-7.55K	-15.60%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	4.29%	59.08K	2.11M	-4.73K	-7.41%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	3.86%	50.72K	1.67M	3.68K	+7.82%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	0%	0	-	-119	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-981	-100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	19.71K	0	0
Mar 31, 2024	EAGLE BAY ADVISORS LLC	0.09%	1.24K	40.63K	1.24K	+100.00%
Mar 31, 2024	COMPAGNIE LOMBARD ODIER SCMA	0.38%	5K	164.22K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.48%	7.05K	231.4K	7.05K	+100.00%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.53%	6.94K	228K	6.94K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.56%	8.24K	270.66K	221	+2.76%
Mar 31, 2024	RETIREMENT PLANNING GROUP	0.84%	11.02K	361.83K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.24%	18.36K	603.13K	802	+4.57%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.37%	18.01K	603.4K	-778	-4.14%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	2.67%	35.12K	1.15M	0	0
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	18.77%	246.87K	8.11M	-1.69K	-0.68%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	68	2.23K	-4.8K	-98.60%
Mar 31, 2024	MORGAN STANLEY	0.02%	299	9.84K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	1.23%	18.15K	596.04K	-19.61K	-51.93%
Mar 31, 2024	JANE STREET GROUP, LLC	4.32%	63.76K	2.09M	-6.18K	-8.84%
Mar 31, 2024	FLOW TRADERS U.S. LLC	10.24%	134.63K	4.42M	-7.03K	-4.96%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	11.72%	154.22K	5.07M	-13.21K	-7.89%
Mar 31, 2024	INNEALTA CAPITAL, LLC	12.2%	160.5K	5.27M	0	0
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.75%	9.87K	324.06K	9.87K	+100.00%
Dec 31, 2023	RETIREMENT PLANNING GROUP	0.78%	11.02K	365.21K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	2.66%	37.75K	1.25M	37.75K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	3.32%	47.04K	1.56M	36.86K	+362.15%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	2.48%	35.12K	1.16M	-432	-1.22%
Dec 31, 2023	JANE STREET GROUP, LLC	4.93%	69.94K	2.32M	8.82K	+14.43%
Dec 31, 2023	FLOW TRADERS U.S. LLC	9.99%	141.66K	4.7M	-51.11K	-26.51%
Dec 31, 2023	INNEALTA CAPITAL, LLC	11.31%	160.5K	5.32M	0	0
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	17.52%	248.56K	8.24M	8.73K	+3.64%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	0.01%	119	3.95K	-208	-63.61%
Dec 31, 2023	MORGAN STANLEY	0.02%	299	9.92K	1	+0.34%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	600	19.89K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.07%	981	32.54K	980	+98,000.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.32%	18.79K	621.01K	18.79K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.34%	4.87K	161.44K	2.66K	+120.36%
Dec 31, 2023	COMPAGNIE LOMBARD ODIER SCMA	0.35%	5K	165.75K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.57%	8.02K	265.86K	77	+0.97%

Frequently Asked Questions