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

Who are the major shareholders selling First Trust Nasdaq Transportation ETF stock?

DAYMARK WEALTH PARTNERS, LLC, in the last quarter, reduced its stake in FTXR by -9.36% restricting it's holding to 69.51 thousand shares of worth nearly $3.17M. CETERA INVESTMENT ADVISERS also lessened -0.28% of the FTXR shares from its portfolio, reducing its holding to 10.38 thousand shares of worth $472.80K. TRANSAMERICA FINANCIAL ADVISORS, INC. also shunned FTXR shares holding by -7.36% last quarter which brought its holding to 33.52 thousand shares worth $1.53M.

Investors who are buying FTXR stock?

As per its latest 13F filing, BENJAMIN EDWARDS INC increased its stake in FTXR by 193.45% in the last quarter. The institutional holder raised its holding to 150.16 thousand shares having worth more than $6.84M. TRIAGEN WEALTH MANAGEMENT LLC also added 84.24% more shares of FTXR to its portfolio, raising its holding to 56.34 thousand shares of worth $2.57M. TOWER RESEARCH CAPITAL LLC (TRC) also increased its FTXR shares holding by 189.89% which brought its holding to 55.88 thousand shares worth $2.55M.

FTXR's major insiders: who are they?

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

Did an insider recently sell FTXR stock?

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

Which insider recently purchased FTXR stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Nasdaq Transportation ETF insiders have bought stock, totalling 0 shares

How much of FTXR does insiders own?

Around 0 First Trust Nasdaq Transportation ETF shares are held by insiders, which represents about N/A of FTXR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FTXR?

BENJAMIN EDWARDS INC is the largest institutional owner in FTXR which holds 150.16 thousand shares worth $6.84M or 0.64% of the total FTXR shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 113.91 thousand shares representing 0.49% of the FTXR ownership. DAYMARK WEALTH PARTNERS, LLC is the third largest stakeholder with 69.51 thousand shares or 0.3% of the ownership worth more than $3.17M.

Is First Trust Nasdaq Transportation 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 FTXR is concerned, it is a stock which is optionable.

Is there a short position on FTXR's shares?

Number of FTXR 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 FTXR shares are there?

As of today, null shares of FTXR are outstanding.

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

FTXR 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 FTXR is null.

First Trust Nasdaq Transportation ETF (FTXR) 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. BENJAMIN EDWARDS INC is the top corporate investor, holding 150.16K shares valued at $6.84M. A 0.64% stake in First Trust Nasdaq Transportation ETF is owned by the company. GOLDMAN SACHS GROUP INC owns 113.91K shares valued at $5.19M, which translates its holding of 0.49% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BENJAMIN EDWARDS INC	0.64%	150.16K	6.84M	98.99K	+193.45%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.49%	113.91K	5.19M	0	0
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.3%	69.51K	3.17M	-7.18K	-9.36%
Jun 30, 2026	TRIAGEN WEALTH MANAGEMENT LLC	0.24%	56.34K	2.57M	25.76K	+84.24%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.24%	55.88K	2.55M	36.6K	+189.89%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.04%	10.38K	472.8K	-29	-0.28%
Jun 30, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.14%	33.52K	1.53M	-2.66K	-7.36%
Jun 30, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.14%	33.19K	1.51M	584	+1.79%
Jun 30, 2026	CITADEL ADVISORS LLC	0.12%	29.02K	1.32M	-14.48K	-33.28%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.11%	25.07K	1.14M	-673	-2.61%
Jun 30, 2026	TRUST CO OF OKLAHOMA	0.11%	25.41K	1.16M	6.58K	+34.90%
Jun 30, 2026	LPL FINANCIAL LLC	1.03%	241.48K	11M	56.35K	+30.44%
Jun 30, 2026	ROYAL BANK OF CANADA	0.87%	203.38K	9.27M	55.25K	+37.30%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.58%	370.72K	16.86M	3.24K	+0.88%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	1.59%	371.42K	16.93M	-14.26K	-3.70%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.75%	408.35K	18.61M	25.34K	+6.62%
Jun 30, 2026	NILSINE PARTNERS, LLC	1.99%	465.16K	21.2M	11.79K	+2.60%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.81%	189.17K	8.62M	189.17K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.73%	639.36K	29.14M	386.76K	+153.11%
Jun 30, 2026	MORGAN STANLEY	2.83%	662.92K	30.21M	178.52K	+36.85%
Jun 30, 2026	FIRST TRUST ADVISORS LP	75.1%	17.57M	800.81M	10.64K	+0.06%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.03%	6.34K	288.84K	0	0
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.02%	5.43K	247.76K	-12.03K	-68.88%
Jun 30, 2026	FORTIS GROUP ADVISORS, LLC	0.03%	7.21K	328.58K	-347	-4.59%
Jun 30, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.04%	8.44K	384.45K	8.44K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	33.65K	1.53M	-2.19K	-6.12%
Jun 30, 2026	HRT FINANCIAL LP	0.15%	35.16K	1.6M	35.16K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.17%	39.8K	1.81M	21.71K	+119.94%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.18%	42.43K	1.93M	35.45K	+508.08%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.23%	53.21K	2.42M	13.97K	+35.60%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.07%	16.66K	759.05K	-569	-3.30%
Jun 30, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.07%	17.07K	777.91K	-1.54K	-8.27%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	19.34K	881.38K	8.15K	+72.85%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	25.92K	1.18M	1.4K	+5.72%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.09%	21.67K	987K	-13.15K	-37.77%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.24%	291.02K	13.26M	84.43K	+40.87%
Jun 30, 2026	NEWSQUARE CAPITAL LLC	1.06%	249.06K	11.35M	39.25K	+18.71%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0%	1.08K	49.24K	3	+0.28%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.8K	82.03K	0	0
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.04%	8.53K	388.82K	8.53K	+100.00%
Jun 30, 2026	CLARO ADVISORS LLC	0.04%	9.02K	411.16K	9.02K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	10.76K	490.1K	3.73K	+53.14%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.06%	13.06K	595.18K	13.06K	+100.00%
Jun 30, 2026	ENGLEBERT FINANCIAL ADVISERS, LLC	0.07%	15.56K	709.11K	1.01K	+6.93%
Jun 30, 2026	HFG ADVISORS, INC.	0.08%	19.67K	896.47K	19.67K	+100.00%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.09%	20.65K	941.07K	1.34K	+6.91%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.09%	21.92K	998.99K	21.92K	+100.00%
Jun 30, 2026	TUDOR FINANCIAL INC.	0.09%	22.11K	1.01M	7.33K	+49.57%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	23.71K	1.08M	3.55K	+17.63%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	25.84K	984.88K	0	0
Mar 31, 2026	ASSETMARK, INC	0.01%	56	2.13K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	131	4.99K	131	+100.00%
Mar 31, 2026	FIRST TRUST ADVISORS LP	75.05%	17.56M	669.27M	17.56M	+100.00%
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.08%	18.61K	709.15K	18.61K	+100.00%
Mar 31, 2026	TRUST CO OF OKLAHOMA	0.08%	18.84K	717.95K	18.84K	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	1.65%	385.68K	14.7M	385.68K	+100.00%
Mar 31, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.15%	36.18K	1.38M	36.07K	+30,826.50%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.8K	68.6K	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	1.06K	40.4K	-30	-2.75%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.08%	19.28K	734.61K	19.28K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.49%	113.91K	4.34M	-18.5K	-13.97%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	8.56K	326.18K	8.56K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.04%	10.4K	396.5K	3.61K	+53.07%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	11.19K	426.41K	2.88K	+34.63%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.1%	24.52K	934K	16.88K	+220.93%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.11%	25.74K	993.9K	25.74K	+100.00%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	25.84K	984.88K	25.84K	+100.00%
Mar 31, 2026	TRIAGEN WEALTH MANAGEMENT LLC	0.13%	30.58K	1.17M	30.58K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.17%	39.24K	1.5M	12.91K	+49.03%
Mar 31, 2026	CITADEL ADVISORS LLC	0.19%	43.5K	1.66M	20.77K	+91.35%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.19%	44.76K	1.71M	44.76K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	148.13K	5.65M	145.49K	+5,525.71%
Mar 31, 2026	MORGAN STANLEY	2.07%	484.4K	18.46M	419.42K	+645.50%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.22%	51.17K	1.95M	51.17K	+100.00%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.33%	76.68K	2.92M	76.68K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.64%	383.01K	14.6M	381.8K	+31,579.49%
Mar 31, 2026	LPL FINANCIAL LLC	0.79%	185.13K	7.06M	144.44K	+354.93%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.88%	206.59K	7.87M	196K	+1,850.08%
Mar 31, 2026	NEWSQUARE CAPITAL LLC	0.9%	209.81K	8M	209.81K	+100.00%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.03%	305	11.62K	0	0
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0%	1.08K	41.06K	1	+0.09%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.08%	19.32K	736.1K	19.32K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	20.15K	768K	20.15K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.03%	6.34K	241.54K	-275	-4.16%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.03%	6.98K	265.89K	6.98K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	7.02K	267.64K	-800	-10.23%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	0.03%	7.56K	313.11K	-164	-2.12%
Mar 31, 2026	TUDOR FINANCIAL INC.	0.06%	14.78K	563.36K	14.78K	+100.00%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.07%	17.23K	656.45K	17.23K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	17.46K	666.09K	2.22K	+14.57%
Mar 31, 2026	JPMORGAN CHASE & CO	0.08%	18.1K	666.37K	17.26K	+2,062.25%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	400	15.24K	400	+100.00%
Mar 31, 2026		0.06%	569	21.69K	0	0
Mar 31, 2026	UBS GROUP AG	0%	716	27.29K	0	0
Mar 31, 2026	ATWOOD & PALMER INC	0%	975	37.16K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	1.07%	250K	9.53M	250K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.08%	252.6K	9.63M	252.6K	+25,260,000.00%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	1.57%	367.48K	14M	367.48K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	35.84K	1.37M	29.17K	+436.83%
Mar 31, 2026	NILSINE PARTNERS, LLC	1.94%	453.36K	18.81M	453.36K	+100.00%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0%	0	-	-42.3K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.46K	-100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-150	-100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	0	-	-6.07K	-100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0%	0	-	-5.16K	-100.00%
Mar 31, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.14%	32.61K	1.24M	32.61K	+100.00%
Mar 31, 2026	HILTON HEAD CAPITAL PARTNERS, LLC	0%	569	21.69K	0	0
Mar 31, 2026	ENGLEBERT FINANCIAL ADVISERS, LLC	0.06%	14.55K	554.58K	14.55K	+100.00%
Mar 31, 2026	CWM, LLC	0.13%	31.5K	1.2M	31.07K	+7,076.31%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.15%	34.82K	1.33M	34.82K	+100.00%
Dec 31, 2025	ATWOOD & PALMER INC	0.11%	975	37.79K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.12%	1.09K	42.24K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	4.52%	40.69K	1.58M	-2.16K	-5.04%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	4.7%	42.3K	1.64M	42.3K	+100.00%
Dec 31, 2025	MORGAN STANLEY	6.84%	64.98K	2.52M	-157.58K	-70.80%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	13.94%	132.4K	5.13M	18.5K	+16.24%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.11%	1.08K	41.72K	4	+0.37%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	39	-1	-50.00%
Dec 31, 2025	ASSETMARK, INC	0.01%	56	2.17K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	100	3.88K	0	0
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	117	4.54K	-1	-0.85%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.02%	150	5.81K	150	+100.00%
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.03%	305	11.82K	0	0
Dec 31, 2025	CWM, LLC	0.05%	439	17K	0	0
Dec 31, 2025		0.06%	569	22.05K	569	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	1.21K	46.86K	19	+1.60%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	1.46K	56.62K	1.46K	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	1.8K	69.77K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.28%	2.63K	102K	728	+38.22%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.57%	5.16K	200.06K	5.16K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-1K	-100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-7.3K	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-11	-100.00%
Dec 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0%	0	-	-647	-100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.67%	6.07K	235.32K	6.07K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.7%	6.68K	258.77K	-20.04K	-75.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.72%	6.8K	263.4K	-92	-1.34%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.73%	6.61K	256.29K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	7.82K	303.17K	-137	-1.72%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.85%	7.64K	296K	-3.07K	-28.67%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0.86%	7.72K	308.27K	7.72K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	8.31K	322.09K	-401	-4.60%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.18%	10.59K	410.58K	-5.79K	-35.34%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.69%	15.24K	591.23K	-752	-4.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.77%	26.33K	1.02M	5.52K	+26.51%
Dec 31, 2025	UBS GROUP AG	0.08%	716	27.75K	-100	-12.25%
Dec 31, 2025	JPMORGAN CHASE & CO	0.09%	837	32.44K	837	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-606	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	2.39%	22.73K	881.08K	7.37K	+47.95%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.89%	15.99K	561.04K	608	+3.95%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.46%	20.81K	729.39K	-7.36K	-26.11%
Sep 30, 2025	CITADEL ADVISORS LLC	1.82%	15.37K	538.53K	15.37K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	1.19K	41.71K	-85	-6.67%
Sep 30, 2025	ASSETMARK, INC	0.01%	56	1.96K	0	0
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0%	0	-	-16	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.27%	10.71K	375K	-90	-0.83%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.78%	6.61K	231.76K	0	0
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.13%	1.07K	37.56K	3	+0.28%
Sep 30, 2025	ATWOOD & PALMER INC	0.12%	975	34.17K	0	0
Sep 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.08%	647	22.68K	647	+100.00%
Sep 30, 2025	CWM, LLC	0.05%	439	15K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	11	386	11	+100.00%
Sep 30, 2025	WIN ADVISORS, INC	0%	0	-	-86.5K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.03%	8.71K	305K	-375	-4.13%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.94%	7.96K	278.7K	0	0
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.04%	305	10.69K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	62	1	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.12%	1K	35.05K	0	0
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	118	4.11K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	5.07%	42.85K	1.5M	-5.78K	-11.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.94%	16.38K	574.17K	-292	-1.75%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.21%	1.8K	63.09K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.13%	1.09K	38.2K	-100	-8.40%
Sep 30, 2025	UBS GROUP AG	0.1%	816	28.6K	-6.71K	-89.16%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.16%	26.72K	936.31K	12.89K	+93.29%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.86%	7.3K	255.84K	7.3K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.81%	6.89K	241.46K	6.89K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.23%	1.91K	67K	-3.44K	-64.37%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	100	3.51K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	606	21.22K	2	+0.33%
Sep 30, 2025	MORGAN STANLEY	26.31%	222.56K	7.8M	159.35K	+252.13%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	13.47%	113.91K	3.99M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.63%	5.35K	169K	-4.41K	-45.19%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.78%	6.61K	209.1K	-200	-2.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.27%	10.8K	342K	-1.24K	-10.32%
Jun 30, 2025	UBS GROUP AG	0.88%	7.53K	237.97K	6.6K	+713.62%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.63%	13.82K	437.05K	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.81%	15.38K	486.93K	15.38K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.31%	28.17K	890.67K	-411	-1.44%
Jun 30, 2025	LPL FINANCIAL LLC	5.72%	48.63K	1.54M	1.72K	+3.68%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	13.39%	113.91K	3.6B	0	0
Jun 30, 2025	BENJAMIN EDWARDS INC	0%	0	-	-31.87K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-500	-100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	604	19.09K	604	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.96%	16.68K	527.26K	16.68K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-47.24K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	43	-600	-99.83%
Jun 30, 2025	ASSETMARK, INC	0.01%	56	1.77K	56	+100.00%
Jun 30, 2025	ATWOOD & PALMER INC	0.11%	975	30.83K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.12%	1K	31.62K	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.14%	1.19K	37.63K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	1.28K	40.32K	-57	-4.28%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.07%	9.09K	287K	54	+0.60%
Jun 30, 2025	MORGAN STANLEY	7.43%	63.2K	2B	-8.37K	-11.70%
Jun 30, 2025	WIN ADVISORS, INC	10.17%	86.5K	2.74M	86.5K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-63	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-215	-100.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0%	16	1K	16	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	100	3.16K	0	0
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	118	3.71K	0	0
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.04%	305	9.64K	0	0
Jun 30, 2025	CWM, LLC	0.05%	439	14K	0	0
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	0.13%	1.07K	33.79K	7	+0.66%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.21%	1.8K	56.92K	1.2K	+200.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.94%	7.96K	251.7K	7.15K	+880.30%
Mar 31, 2025	LPL FINANCIAL LLC	5.87%	46.9K	1.39M	-3.05K	-6.10%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0%	0	-	-16	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.13%	1K	29.69K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-5.97K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	63	1.87K	63	+100.00%
Mar 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	118	4K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	9.03K	268K	-874	-8.82%
Mar 31, 2025	ROYAL BANK OF CANADA	1.22%	9.75K	290K	9.75K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.51%	12.04K	358K	-2.48K	-17.08%
Mar 31, 2025	CUTTER & CO BROKERAGE, INC.	1.68%	13.42K	398.44K	-187	-1.37%
Mar 31, 2025	CITADEL ADVISORS LLC	5.91%	47.24K	1.4M	24.37K	+106.55%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.73%	13.82K	410.38K	13.82K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	500	14.85K	500	+100.00%
Mar 31, 2025	APEIRON RIA LLC	0%	0	-	-12K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-195	-100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0%	0	-	-6.06K	-100.00%
Mar 31, 2025	MORGAN STANLEY	8.96%	71.58K	2.13M	-31.94K	-30.85%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	601	17.84K	-15.44K	-96.25%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	1.33K	39.55K	0	0
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0%	0	-	-5.91K	-100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.85%	6.81K	202.28K	-3.52K	-34.07%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	14.25%	113.91K	3.38M	-51	-0.04%
Mar 31, 2025	KKM FINANCIAL LLC	0%	0	-	-6.34K	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-24	-100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	215	6.38K	215	+100.00%
Mar 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.04%	305	9.1K	0	0
Mar 31, 2025	CWM, LLC	0.05%	439	13K	-7.49K	-94.46%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	0.13%	1.06K	31.53K	4	+0.38%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.15%	1.19K	35.33K	-750	-38.66%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	812	24.11K	-2.43K	-74.95%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.58%	28.58K	848.51K	15.01K	+110.57%
Mar 31, 2025	BENJAMIN EDWARDS INC	3.99%	31.87K	946.22K	132	+0.42%
Mar 31, 2025	UBS GROUP AG	0.12%	925	27.46K	-1.13K	-55.05%
Mar 31, 2025	ATWOOD & PALMER INC	0.12%	975	28.95K	0	0
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.08%	600	17.81K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-1.27K	-100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	100	2.97K	0	0
Mar 31, 2024	MTM INVESTMENT MANAGEMENT, LLC	0.02%	305	9.82K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	1.46K	47.09K	-1.79K	-55.02%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	2.37K	76.27K	-6	-0.25%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.5%	6.69K	215.58K	917	+15.88%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.97%	13.02K	419.41K	-4.65K	-26.31%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.07%	14.42K	464.33K	-738	-4.87%
Mar 31, 2024	APEIRON RIA LLC	1.09%	13.65K	439.51K	-98	-0.71%
Mar 31, 2024	CUTTER & CO BROKERAGE, INC.	1.12%	14.05K	452.63K	827	+6.25%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.22%	15.24K	491K	15.24K	+100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.42%	19.1K	615K	-2.21K	-10.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.54%	20.7K	666.66K	-16.41K	-44.22%
Mar 31, 2024	CREEKMUR ASSET MANAGEMENT LLC	0%	0	-	-152	-100.00%
Mar 31, 2024	GTS SECURITIES LLC	0%	0	-	-33.79K	-100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0%	16	1K	16	+100.00%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	129	5K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	193	6.22K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.02%	291	9.37K	291	+100.00%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	2.28%	28.6K	921K	563	+2.01%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.56%	34.34K	1.11M	6.16K	+21.87%
Mar 31, 2024	LPL FINANCIAL LLC	3.17%	42.56K	1.37M	-151	-0.35%
Mar 31, 2024	CWM, LLC	0.04%	480	15K	0	0
Mar 31, 2024	TIDEMARK, LLC	0.05%	634	20.42K	0	0
Mar 31, 2024	FAS WEALTH PARTNERS, INC.	0.08%	1.04K	33.46K	4	+0.39%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	1.06K	34.14K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	1.27K	40.81K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.1%	1.3K	41.87K	-1K	-43.48%
Mar 31, 2024	ATWOOD & PALMER INC	0.11%	1.39K	44.61K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.52%	6.47K	208.49K	6.47K	+100.00%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.58%	7.25K	233.38K	10	+0.14%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.67%	8.37K	269.7K	-1.53K	-15.42%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.69%	8.63K	277.81K	-430	-4.75%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.81%	10.93K	351K	-2.58K	-19.08%
Mar 31, 2024	ROYAL BANK OF CANADA	1.12%	14.99K	483K	3.77K	+33.56%
Mar 31, 2024	UBS GROUP AG	2.24%	30.02K	966.78K	-14.76K	-32.97%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	8.68%	116.5K	3.75M	16.13K	+16.06%
Mar 31, 2024	MORGAN STANLEY	6.91%	92.79K	2.99M	-61.62K	-39.90%
Dec 31, 2023	UBS GROUP AG	3.56%	44.78K	1.34M	1.18K	+2.71%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	7.98%	100.38K	3.01M	-19.32K	-16.14%
Dec 31, 2023	MORGAN STANLEY	12.28%	154.41K	4.63M	49.75K	+47.53%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0%	24	720	-28	-53.85%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	129	4K	0	0
Dec 31, 2023		0.01%	152	4.56K	152	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	193	5.79K	174	+915.79%
Dec 31, 2023	MTM INVESTMENT MANAGEMENT, LLC	0.02%	305	9.15K	0	0
Dec 31, 2023	CWM, LLC	0.04%	480	14K	0	0
Dec 31, 2023	FAS WEALTH PARTNERS, INC.	0.08%	1.04K	31.06K	4	+0.39%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	1.06K	31.81K	-53	-4.76%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	1.27K	38.02K	0	0
Dec 31, 2023	ATWOOD & PALMER INC	0.11%	1.39K	41.56K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.14%	1.81K	54.17K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.18%	2.3K	69.02K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.19%	2.37K	71.24K	1	+0.04%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.26%	3.25K	97.55K	-527	-13.95%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.46%	5.78K	173.32K	-278	-4.59%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.58%	7.24K	213.04K	8	+0.11%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.72%	9.06K	271.74K	-7.33K	-44.75%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.79%	9.9K	297.06K	-1.01K	-9.23%
Dec 31, 2023	ROYAL BANK OF CANADA	0.89%	11.22K	337K	-14.12K	-55.72%
Dec 31, 2023	CUTTER & CO BROKERAGE, INC.	1.05%	13.23K	396.88K	-38	-0.29%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.07%	13.5K	406K	1.07K	+8.58%
Dec 31, 2023	APEIRON RIA LLC	1.09%	13.74K	412.43K	-471	-3.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.21%	15.15K	454.77K	-2.89K	-16.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.41%	17.67K	530.31K	-7.33K	-29.33%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.69%	21.31K	639K	-2.53K	-10.62%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	2.23%	28.04K	841K	1.68K	+6.36%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.95%	37.11K	1.11M	-12.6K	-25.34%
Dec 31, 2023	LPL FINANCIAL LLC	3.4%	42.71K	1.28M	-478	-1.11%

Frequently Asked Questions