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

Who are the major shareholders selling iShares Global Equity Factor ETF stock?

CAMARDA FINANCIAL ADVISORS, LLC, in the last quarter, reduced its stake in GLOF by -7.64% restricting it's holding to 34.81 thousand shares of worth nearly $2.05M. 3CHOPT INVESTMENT PARTNERS, LLC also lessened -0.45% of the GLOF shares from its portfolio, reducing its holding to 38.37 thousand shares of worth $2.26M. 5T WEALTH, LLC also shunned GLOF shares holding by -4.02% last quarter which brought its holding to 41.24 thousand shares worth $2.43M.

Investors who are buying GLOF stock?

As per its latest 13F filing, SHP WEALTH MANAGEMENT increased its stake in GLOF by 101.18% in the last quarter. The institutional holder raised its holding to 35.5 thousand shares having worth more than $2.09M. HSBC HOLDINGS PLC also added 5.62% more shares of GLOF to its portfolio, raising its holding to 49.17 thousand shares of worth $2.89M. WELLS FARGO & COMPANY/MN also increased its GLOF shares holding by 377.07% which brought its holding to 57.65 thousand shares worth $3.39M.

GLOF's major insiders: who are they?

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

Did an insider recently sell GLOF stock?

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

Which insider recently purchased GLOF stock?

There have been 0 transaction(s) during the past 6-months in which iShares Global Equity Factor ETF insiders have bought stock, totalling 0 shares

How much of GLOF does insiders own?

Around 0 iShares Global Equity Factor ETF shares are held by insiders, which represents about N/A of GLOF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GLOF?

CAMARDA FINANCIAL ADVISORS, LLC is the largest institutional owner in GLOF which holds 34.81 thousand shares worth $2.05M or 0.98% of the total GLOF shares outstanding followed by SHP WEALTH MANAGEMENT with ownership of 35.5 thousand shares representing 1% of the GLOF ownership. 3CHOPT INVESTMENT PARTNERS, LLC is the third largest stakeholder with 38.37 thousand shares or 1.08% of the ownership worth more than $2.26M.

Is iShares Global Equity Factor 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 GLOF is concerned, it is a stock which is not optionable.

Is there a short position on GLOF's shares?

Number of GLOF 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 GLOF shares are there?

As of today, null shares of GLOF are outstanding.

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

GLOF 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 GLOF is null.

iShares Global Equity Factor ETF (GLOF) 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. CAMARDA FINANCIAL ADVISORS, LLC is the top corporate investor, holding 34.81K shares valued at $2.05M. A 0.98% stake in iShares Global Equity Factor ETF is owned by the company. SHP WEALTH MANAGEMENT owns 35.5K shares valued at $2.09M, which translates its holding of 1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMARDA FINANCIAL ADVISORS, LLC	0.98%	34.81K	2.05M	-2.88K	-7.64%
Jun 30, 2026	SHP WEALTH MANAGEMENT	1%	35.5K	2.09M	17.85K	+101.18%
Jun 30, 2026	3CHOPT INVESTMENT PARTNERS, LLC	1.08%	38.37K	2.26M	-173	-0.45%
Jun 30, 2026	5T WEALTH, LLC	1.16%	41.24K	2.43M	-1.73K	-4.02%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	1.16%	41.26K	2.43M	-734	-1.75%
Jun 30, 2026	HSBC HOLDINGS PLC	1.39%	49.17K	2.89M	2.62K	+5.62%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.63%	57.65K	3.39M	45.57K	+377.07%
Jun 30, 2026	IGNITE PLANNERS, LLC	2.4%	84.96K	5M	2.65K	+3.21%
Jun 30, 2026	EMPOWERED FUNDS, LLC	4.86%	172.32K	10.13M	6.2K	+3.73%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	5.09%	180.45K	10.61M	164.93K	+1,062.89%
Jun 30, 2026	WAVERLY ADVISORS, LLC	6.7%	237.23K	13.95M	-20.56K	-7.97%
Jun 30, 2026	JPMORGAN CHASE & CO	6.8%	240.81K	14.08M	-20.4K	-7.81%
Jun 30, 2026	GOLDSTONE FINANCIAL GROUP, LLC	9.56%	338.74K	19.92M	182.38K	+116.63%
Jun 30, 2026	WADDELL & ASSOCIATES, LLC	0.13%	4.59K	270.01K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	4.86K	286K	746	+18.16%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	2.83K	166.26K	2.83K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	5.31K	312.64K	1.85K	+53.41%
Jun 30, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0.17%	6.01K	353.52K	6.01K	+100.00%
Jun 30, 2026	SYM FINANCIAL CORP	0.18%	6.42K	377.28K	0	0
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.22%	7.66K	457.84K	324	+4.42%
Jun 30, 2026	LAKE STREET FINANCIAL LLC	0.25%	8.95K	526.48K	-553	-5.82%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.26%	9.09K	534.49K	-852	-8.57%
Jun 30, 2026	JMN FINANCIAL LLC	0.28%	9.85K	579.44K	660	+7.18%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.36%	12.59K	740.2K	-38.39K	-75.31%
Jun 30, 2026	JANE STREET GROUP, LLC	0.36%	12.67K	745.09K	-16.25K	-56.20%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.4%	14.26K	838.56K	14.26K	+100.00%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.43%	15.14K	890.15K	126	+0.84%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	16.36K	962.39K	15.06K	+1,152.91%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	16.47K	968.78K	678	+4.29%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.6%	21.33K	1.25M	-910	-4.09%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.44%	15.57K	915.6K	-1.16K	-6.95%
Jun 30, 2026	LIFEGOAL WEALTH ADVISORS	0.69%	24.29K	1.43M	-1.09K	-4.29%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.75%	26.58K	1.56M	-26.2K	-49.64%
Jun 30, 2026	LPL FINANCIAL LLC	0.8%	28.42K	1.67M	1.92K	+7.23%
Jun 30, 2026	CITADEL ADVISORS LLC	0.82%	29.16K	1.71M	29.16K	+100.00%
Jun 30, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.86%	30.38K	1.79M	-1.08K	-3.43%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.86%	30.38K	1.79M	30.38K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.9%	31.85K	1.87M	-288	-0.90%
Jun 30, 2026	WHITTIER TRUST CO OF NEVADA INC	0.07%	2.34K	137.66K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.08%	2.84K	166.9K	2.39K	+525.55%
Jun 30, 2026	KROEGER FINANCIAL PARTNERS	0.09%	3.15K	185.2K	3.15K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.09%	3.23K	189.96K	-120	-3.58%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.1%	3.69K	218.1K	-889	-19.41%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.11%	3.97K	233.19K	-290	-6.82%
Jun 30, 2026	M WEALTH MANAGEMENT, LLC	0.11%	4.01K	235.77K	-2.59K	-39.23%
Jun 30, 2026	COHALO ADVISORY LLC	0.11%	4.03K	236.83K	-38	-0.94%
Jun 30, 2026	SANKALA GROUP LLC	0.12%	4.3K	260.77K	3.04K	+241.81%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.12%	4.33K	254.42K	0	0
Jun 30, 2026	WBH ADVISORY INC	0.12%	4.35K	255.71K	-1.52K	-25.95%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.92%	32.48K	1.91M	-825	-2.48%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.12%	4.26K	221.77K	4.26K	+100.00%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.24%	8.5K	443.02K	8.5K	+100.00%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	1.19%	42K	2.19M	-3.93K	-8.56%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.44%	50.98K	2.66M	-897	-1.73%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.03%	906	47.22K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.03%	929	48.42K	32	+3.57%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.03%	1.14K	59.31K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	1.31K	68.07K	1.31K	+100.00%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.12%	4.33K	225.47K	0	0
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.13%	4.58K	238.71K	0	0
Mar 31, 2026	WADDELL & ASSOCIATES, LLC	0.13%	4.59K	239.28K	-23	-0.50%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.15%	5.38K	281K	5.38K	+100.00%
Mar 31, 2026	DGS CAPITAL MANAGEMENT, LLC	4.21%	149.24K	7.78M	-1.59K	-1.05%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	4.41%	156.37K	8.15M	156.37K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	7.37%	261.21K	13.24M	-10.56K	-3.89%
Mar 31, 2026	SANKALA GROUP LLC	0.04%	1.26K	64.44K	96	+8.26%
Mar 31, 2026	SHP WEALTH MANAGEMENT	0.5%	17.65K	919.66K	17.65K	+100.00%
Mar 31, 2026	JMN FINANCIAL LLC	0.26%	9.19K	479.09K	411	+4.68%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	3.46K	180.45K	-555	-13.82%
Mar 31, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.73%	22.24K	1.16M	-71	-0.32%
Mar 31, 2026	WBH ADVISORY INC	0.17%	5.87K	309.57K	5.87K	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	1.37K	71.46K	1.37K	+100.00%
Mar 31, 2026	WHITTIER TRUST CO OF NEVADA INC	0.07%	2.34K	123.79K	831	+55.07%
Mar 31, 2026	FIFTH THIRD BANCORP	0.07%	2.56K	133.48K	2.56K	+100.00%
Mar 31, 2026	COHALO ADVISORY LLC	0.11%	4.06K	211.84K	-158	-3.74%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	4.11K	214K	4.11K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.75%	26.5K	1.38M	2.86K	+12.10%
Mar 31, 2026	JANE STREET GROUP, LLC	0.82%	28.92K	1.51M	-18.39K	-38.87%
Mar 31, 2026	CREATIVE PLANNING	0.91%	32.14K	1.68M	70	+0.22%
Mar 31, 2026	HSBC HOLDINGS PLC	1.31%	46.55K	2.43M	20.56K	+79.10%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.02%	600	31.28K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.02%	724	37.74K	724	+100.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.03%	830	43.26K	0	0
Mar 31, 2026	EMPOWERED FUNDS, LLC	4.69%	166.13K	8.66M	166.13K	+100.00%
Mar 31, 2026	WAVERLY ADVISORS, LLC	7.28%	257.78K	13.44M	27.74K	+12.06%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.89%	31.46K	1.64M	-1.93K	-5.77%
Mar 31, 2026		0.04%	1.26K	64.44K	96	+8.26%
Mar 31, 2026	SYM FINANCIAL CORP	0.18%	6.42K	334.35K	716	+12.56%
Mar 31, 2026	5T WEALTH, LLC	1.21%	42.97K	2.24M	1.67K	+4.05%
Mar 31, 2026	IGNITE PLANNERS, LLC	2.32%	82.32K	4.28M	277	+0.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.49%	52.78K	2.75M	29.22K	+124.02%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.42%	15.01K	791.31K	-2.01K	-11.83%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.44%	15.52K	808.64K	-5.47K	-26.05%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	15.8K	823.26K	-152	-0.95%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.47%	16.73K	872.01K	0	0
Mar 31, 2026	LIFEGOAL WEALTH ADVISORS	0.72%	25.38K	1.34M	-28	-0.11%
Mar 31, 2026	MORGAN STANLEY	0.09%	3.35K	174.6K	-7.36K	-68.72%
Mar 31, 2026	M WEALTH MANAGEMENT, LLC	0.19%	6.6K	343.82K	-2	-0.03%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.21%	7.34K	382.41K	2.91K	+65.88%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.27%	9.51K	495.4K	620	+6.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.28%	9.94K	518.08K	537	+5.71%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.34%	12.08K	629.81K	6.38K	+111.70%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.94%	33.3K	1.74M	-290	-0.86%
Mar 31, 2026	CAMARDA FINANCIAL ADVISORS, LLC	1.06%	37.69K	1.96M	-2.13K	-5.36%
Mar 31, 2026	3CHOPT INVESTMENT PARTNERS, LLC	1.09%	38.54K	2.01M	0	0
Mar 31, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0%	0	-	-6.02K	-100.00%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0%	0	-	-32.24K	-100.00%
Mar 31, 2026	INDEPENDENT WEALTH NETWORK INC.	0%	0	-	-9.25K	-100.00%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-4.91K	-100.00%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	3	156	3	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	50	2.61K	0	0
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	84	4.38K	84	+100.00%
Mar 31, 2026	PALADIN ADVISORY GROUP, LLC	0%	95	4.95K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	189	9.84K	0	0
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.01%	263	13.71K	263	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.01%	345	17.98K	153	+79.69%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	454	23.94K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.83%	23.64K	1.25M	3.81K	+19.19%
Dec 31, 2025	HSBC HOLDINGS PLC	0.92%	25.99K	1.37M	25.99K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	9.64%	271.77K	14.34M	-51.64K	-15.97%
Dec 31, 2025	WAVERLY ADVISORS, LLC	7.99%	230.04K	12.14M	230.04K	+100.00%
Dec 31, 2025	IGNITE PLANNERS, LLC	2.87%	82.04K	4.45M	21.33K	+35.14%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.8%	51.88K	2.74M	-3.95K	-7.08%
Dec 31, 2025	JANE STREET GROUP, LLC	1.68%	47.32K	2.5M	-20.04K	-29.75%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	1.63%	45.93K	2.42M	-32.7K	-41.59%
Dec 31, 2025	COLONIAL TRUST ADVISORS	0%	0	-	-1	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.37K	-100.00%
Dec 31, 2025	5T WEALTH, LLC	1.47%	41.3K	2.18M	2.29K	+5.87%
Dec 31, 2025	3CHOPT INVESTMENT PARTNERS, LLC	1.35%	38.54K	2.03M	138	+0.36%
Dec 31, 2025	CITADEL ADVISORS LLC	1.3%	37.57K	1.98M	-332	-0.88%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	1.19%	33.59K	1.77M	-433	-1.27%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	1.18%	33.38K	1.76M	-1.5K	-4.30%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	23.56K	1.24M	23.56K	+100.00%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.59%	17.02K	898.55K	143	+0.85%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.33%	9.25K	488.23K	-94	-1.01%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.32%	8.89K	468.97K	-984	-9.97%
Dec 31, 2025	M WEALTH MANAGEMENT, LLC	0.23%	6.6K	348.29K	28	+0.43%
Dec 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.21%	6.02K	317.48K	-52	-0.86%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	5.71K	301.28K	2.54K	+80.35%
Dec 31, 2025	WADDELL & ASSOCIATES, LLC	0.16%	4.61K	243.54K	0	0
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	0.16%	4.58K	241.74K	-25	-0.54%
Dec 31, 2025	CREATIVE PLANNING	1.13%	32.07K	1.69M	8.59K	+36.60%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.74%	20.98K	1.11M	-1.11K	-5.02%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.15%	4.33K	228.33K	4.33K	+100.00%
Dec 31, 2025	FMR LLC	0.01%	379	20K	0	0
Dec 31, 2025	DGS CAPITAL MANAGEMENT, LLC	5.35%	150.83K	7.96M	-380	-0.25%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.58%	16.73K	883.08K	16.73K	+100.00%
Dec 31, 2025	SYM FINANCIAL CORP	0.2%	5.7K	300.8K	0	0
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.17%	4.91K	259.03K	-534	-9.81%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.16%	4.42K	233.45K	-18	-0.41%
Dec 31, 2025	COHALO ADVISORY LLC	0.15%	4.22K	222.87K	-99	-2.29%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	4.02K	212.07K	445	+12.47%
Dec 31, 2025	COMERICA BANK	0.09%	2.56K	135.17K	0	0
Dec 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0.05%	1.51K	81.35K	0	0
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.04%	1.14K	60.07K	1.14K	+100.00%
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.03%	906	47.82K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	897	47.35K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.03%	830	43.81K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	600	31.68K	-929	-60.76%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	493	26K	0	0
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	480	25.35K	480	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	454	23.96K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.01%	192	10.13K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	189	9.96K	2	+1.07%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	106	5.6K	0	0
Dec 31, 2025	PALADIN ADVISORY GROUP, LLC	0%	95	5.01K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	50	2.64K	50	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1.14K	-100.00%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0%	0	-	-8.5K	-100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-117.6K	-100.00%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	1.14%	32.24K	1.7M	32.24K	+100.00%
Dec 31, 2025	LIFEGOAL WEALTH ADVISORS	0.9%	25.4K	1.34M	-2.41K	-8.65%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.63%	18.08K	954.4K	13.58K	+301.20%
Dec 31, 2025	MORGAN STANLEY	0.37%	10.71K	565.35K	-49.34K	-82.16%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-12	-100.00%
Dec 31, 2025	NWAM LLC	0%	0	-	-9.32K	-100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-6.01K	-100.00%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	0	-	-40	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	15.95K	841.73K	111	+0.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	9.4K	496.31K	9.4K	+100.00%
Dec 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	1.38%	39.82K	2.1M	703	+1.80%
Dec 31, 2025		0.04%	1.16K	64.21K	1.16K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.01%	192	9.91K	49	+34.27%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.18%	5.44K	280.88K	5.44K	+100.00%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	40	2.05K	0	0
Sep 30, 2025	BURT WEALTH ADVISORS	0.3%	9.12K	470.58K	0	0
Sep 30, 2025	SYM FINANCIAL CORP	0.19%	5.7K	294.16K	-112	-1.93%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0%	1	52	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.05%	1.53K	78.92K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	4.51K	232.63K	-3.69K	-45.04%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	1.12%	34.02K	1.76M	34.02K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.84%	55.83K	2.88M	-2.04K	-3.53%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.05%	1.51K	78.56K	0	0
Sep 30, 2025	COHALO ADVISORY LLC	0.14%	4.32K	223.06K	0	0
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.15%	4.44K	229.23K	4.44K	+100.00%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.28%	8.5K	438.74K	8.5K	+100.00%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.31%	9.34K	482.29K	-177	-1.86%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.33%	9.87K	509.4K	-468	-4.53%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	15.84K	817K	-59	-0.37%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.56%	16.88K	871.34K	146	+0.87%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	1.16%	34.88K	1.8M	-1.35K	-3.72%
Sep 30, 2025	CITADEL ADVISORS LLC	1.25%	37.9K	1.96M	14.65K	+62.98%
Sep 30, 2025	M WEALTH MANAGEMENT, LLC	0.22%	6.57K	339.17K	-139	-2.07%
Sep 30, 2025	NWAM LLC	0.31%	9.32K	483.59K	-121	-1.28%
Sep 30, 2025	FMR LLC	0.01%	379	19.56K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	3.57K	181.15K	1.75K	+96.15%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	3.17K	163.39K	3.17K	+100.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	187	9.65K	187	+100.00%
Sep 30, 2025	PALADIN ADVISORY GROUP, LLC	0%	95	4.9K	0	0
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	92	4.75K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.66%	19.84K	1.02M	3.66K	+22.64%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	2.6%	78.63K	4.06M	-10.55K	-11.83%
Sep 30, 2025	IGNITE PLANNERS, LLC	2%	60.71K	3.13M	3.78K	+6.65%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.15%	4.61K	238.16K	-167	-3.49%
Sep 30, 2025	COMERICA BANK	0.08%	2.56K	132.19K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	454	23.43K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	2.23%	67.35K	3.48M	67.35K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.98%	60.05K	3.1M	59.95K	+59,954.00%
Sep 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	1.29%	39.12K	2.02M	-2.29K	-5.53%
Sep 30, 2025	CREATIVE PLANNING	0.78%	23.48K	1.21M	-71	-0.30%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.73%	22.09K	1.14M	-2.99K	-11.90%
Sep 30, 2025	HSBC HOLDINGS PLC	0%	0	-	-49.52K	-100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-25	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.42K	-100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	1.37K	70.77K	1.37K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	1.14K	58.74K	45	+4.12%
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.03%	906	46.77K	906	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	897	46.3K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.03%	830	42.85K	-44	-5.03%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	493	25K	0	0
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.2%	6.01K	310.42K	6.01K	+100.00%
Sep 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.2%	6.07K	313.15K	-55	-0.90%
Sep 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	1.27%	38.4K	1.98M	-107	-0.28%
Sep 30, 2025	5T WEALTH, LLC	1.29%	39.01K	2.01M	1.34K	+3.57%
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	0.15%	4.61K	237.69K	-638	-12.17%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-295	-100.00%
Sep 30, 2025	LIFEGOAL WEALTH ADVISORS	0.92%	27.81K	1.44M	-2.52K	-8.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.88%	117.6K	6.07M	3.98K	+3.50%
Sep 30, 2025	PROMUS CAPITAL, LLC	8.2%	248.46K	12.82M	17.86K	+7.75%
Sep 30, 2025	JPMORGAN CHASE & CO	10.68%	323.41K	16.69M	-70.4K	-17.88%
Sep 30, 2025	UBS GROUP AG	0%	12	619	12	+100.00%
Jun 30, 2025	FMR LLC	0.01%	379	18.27K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-23.15K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	25	1.2K	25	+100.00%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	40	1.92K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	67	3.23K	0	0
Jun 30, 2025	PALADIN ADVISORY GROUP, LLC	0%	95	4.58K	95	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	454	21.88K	454	+100.00%
Jun 30, 2025	COMERICA BANK	0.09%	2.56K	123.43K	2.56K	+100.00%
Jun 30, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.21%	6.12K	295.06K	57	+0.94%
Jun 30, 2025	BURT WEALTH ADVISORS	0.31%	9.12K	439.4K	1.8K	+24.63%
Jun 30, 2025	COLONIAL TRUST ADVISORS	0%	1	48	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0%	92	3.99K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	493	24K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	897	43.23K	-249	-21.73%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	1.82K	87.76K	65	+3.70%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	1.09K	52.68K	1.09K	+100.00%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.16%	4.78K	230.43K	0	0
Jun 30, 2025	SYM FINANCIAL CORP	0.2%	5.81K	280.07K	-235	-3.89%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	0.18%	5.24K	224.51K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	15.9K	766K	-979	-5.80%
Jun 30, 2025	LPL FINANCIAL LLC	0.56%	16.17K	779.53K	722	+4.67%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.57%	16.74K	806.57K	242	+1.47%
Jun 30, 2025	CREATIVE PLANNING	0.81%	23.55K	1.13M	150	+0.64%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.86%	25.08K	1.21M	10K	+66.34%
Jun 30, 2025	NWAM LLC	0.32%	9.44K	463.16K	9.44K	+100.00%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.33%	9.52K	458.9K	-454	-4.55%
Jun 30, 2025	COHALO ADVISORY LLC	0.15%	4.32K	208.28K	4.32K	+100.00%
Jun 30, 2025	M WEALTH MANAGEMENT, LLC	0.23%	6.71K	323.4K	-626	-8.53%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.35%	10.34K	498.2K	10.34K	+100.00%
Jun 30, 2025	LIFEGOAL WEALTH ADVISORS	1.04%	30.33K	1.46M	-11.84K	-28.07%
Jun 30, 2025	BLUE OAK CAPITAL, LLC	1.23%	35.86K	1.73M	35.86K	+100.00%
Jun 30, 2025	5T WEALTH, LLC	1.29%	37.66K	1.82M	37.66K	+100.00%
Jun 30, 2025	PROMUS CAPITAL, LLC	7.91%	230.6K	11.11M	-86.59K	-27.30%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	1.24%	36.23K	1.75M	-134	-0.37%
Jun 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	1.32%	38.51K	1.86M	38.51K	+100.00%
Jun 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	1.42%	41.41K	2M	-807	-1.91%
Jun 30, 2025	HSBC HOLDINGS PLC	1.7%	49.52K	2.39M	-99	-0.20%
Jun 30, 2025	IGNITE PLANNERS, LLC	1.95%	56.92K	2.77M	56.92K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	100	4.82M	100	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.8%	23.25K	1.12B	-27.19K	-53.90%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.99%	57.87K	2.79M	57.03K	+6,838.25%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	3.06%	89.17K	4.3M	89.17K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.9%	113.62K	5.48M	113.62K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	13.52%	393.81K	18.98M	393.28K	+74,203.02%
Jun 30, 2025	IFP ADVISORS, INC	0%	143	6.89K	143	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.03%	874	42.12K	874	+100.00%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.05%	1.51K	72.72K	1.51K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.05%	1.53K	73.69K	13	+0.86%
Jun 30, 2025		0.15%	4.32K	208.28K	4.32K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	8.2K	395.21K	-11.58K	-58.54%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.01%	295	14.74K	295	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	2.42K	116.51K	2.42K	+100.00%
Mar 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	1.4%	36.36K	1.58M	0	0
Mar 31, 2025	CAMARDA FINANCIAL ADVISORS, LLC	1.63%	42.22K	1.81M	-3.95K	-8.56%
Mar 31, 2025	CITADEL ADVISORS LLC	1.95%	50.44K	2.16M	45.53K	+927.04%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.76%	19.78K	846.81K	-10.43K	-34.53%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	493	21K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.24%	6.29K	269K	6.29K	+100.00%
Mar 31, 2025	BURT WEALTH ADVISORS	0.28%	7.32K	313.23K	0	0
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.38%	9.98K	427.13K	-417	-4.01%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.58%	15.08K	645.56K	15.08K	+100.00%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.64%	16.49K	706.21K	925	+5.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	16.87K	723K	165	+0.99%
Mar 31, 2025	HSBC HOLDINGS PLC	1.91%	49.62K	2.12M	-6.06K	-10.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	23	0	0
Mar 31, 2025	COLONIAL TRUST ADVISORS	0%	1	43	0	0
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	40	1.7K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	67	2.88K	0	0
Mar 31, 2025	FMR LLC	0.01%	379	16.23K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	834	35.71K	-5.97K	-87.74%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.06%	1.52K	64.9K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	1.76K	75.17K	1.5K	+593.68%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.18%	4.78K	204.72K	-2.47K	-34.06%
Mar 31, 2025	ARQ WEALTH ADVISORS, LLC	0.2%	5.24K	224.51K	-72	-1.35%
Mar 31, 2025	SYM FINANCIAL CORP	0.23%	6.05K	258.89K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.6%	15.45K	661.67K	191	+1.25%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.04%	1.15K	49.07K	-1.11K	-49.20%
Mar 31, 2025	WORTH FINANCIAL ADVISORY GROUP, LLC	0.23%	6.07K	259.7K	-187	-2.99%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0%	92	3.94K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.89%	23.15K	991K	-154	-0.66%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-6.05K	-100.00%
Mar 31, 2025	CREATIVE PLANNING	0.9%	23.4K	1M	-504	-2.11%
Mar 31, 2025	JANE STREET GROUP, LLC	0.77%	19.91K	852.68K	-487	-2.39%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	530	22.7K	530	+100.00%
Mar 31, 2025		0%	0	-	-5.37K	-100.00%

Frequently Asked Questions