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

Who are the major shareholders selling Wahed FTSE USA Shariah ETF stock?

SUSQUEHANNA INTERNATIONAL GROUP, LLP, in the last quarter, reduced its stake in HLAL by -62.72% restricting it's holding to 4.7 thousand shares of worth nearly $335.82K. MAIN STREET FINANCIAL SOLUTIONS, LLC also lessened -0.02% of the HLAL shares from its portfolio, reducing its holding to 4.79 thousand shares of worth $341.67K. WALKNER CONDON FINANCIAL ADVISORS LLC also shunned HLAL shares holding by -0.29% last quarter which brought its holding to 7.95 thousand shares worth $567.84K.

Investors who are buying HLAL stock?

As per its latest 13F filing, TOWER RESEARCH CAPITAL LLC (TRC) increased its stake in HLAL by 100% in the last quarter. The institutional holder raised its holding to 4.18 thousand shares having worth more than $298.34K. ENVESTNET ASSET MANAGEMENT INC also added 47.26% more shares of HLAL to its portfolio, raising its holding to 7.87 thousand shares of worth $561.46K. KAIZEN FINANCIAL STRATEGIES also increased its HLAL shares holding by 100% which brought its holding to 7.99 thousand shares worth $567.10K.

HLAL's major insiders: who are they?

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

Did an insider recently sell HLAL stock?

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

Which insider recently purchased HLAL stock?

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

How much of HLAL does insiders own?

Around 0 Wahed FTSE USA Shariah ETF shares are held by insiders, which represents about N/A of HLAL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HLAL?

TOWER RESEARCH CAPITAL LLC (TRC) is the largest institutional owner in HLAL which holds 4.18 thousand shares worth $298.34K or 0.03% of the total HLAL shares outstanding followed by SUSQUEHANNA INTERNATIONAL GROUP, LLP with ownership of 4.7 thousand shares representing 0.04% of the HLAL ownership. MAIN STREET FINANCIAL SOLUTIONS, LLC is the third largest stakeholder with 4.79 thousand shares or 0.04% of the ownership worth more than $341.67K.

Is Wahed FTSE USA Shariah 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 HLAL is concerned, it is a stock which is not optionable.

Is there a short position on HLAL's shares?

Number of HLAL 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 HLAL shares are there?

As of today, null shares of HLAL are outstanding.

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

HLAL 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 HLAL is null.

Wahed FTSE USA Shariah ETF (HLAL) 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. TOWER RESEARCH CAPITAL LLC (TRC) is the top corporate investor, holding 4.18K shares valued at $298.34K. A 0.03% stake in Wahed FTSE USA Shariah ETF is owned by the company. SUSQUEHANNA INTERNATIONAL GROUP, LLP owns 4.7K shares valued at $335.82K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	4.18K	298.34K	4.18K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	4.7K	335.82K	-7.92K	-62.72%
Jun 30, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.04%	4.79K	341.67K	-1	-0.02%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	7.87K	561.46K	2.52K	+47.26%
Jun 30, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	7.95K	567.84K	-23	-0.29%
Jun 30, 2026	KAIZEN FINANCIAL STRATEGIES	0.06%	7.99K	567.1K	7.99K	+100.00%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	30.43K	2.17M	0	0
Jun 30, 2026	MURPHY & MULLICK CAPITAL MANAGEMENT CORP	0.01%	1.7K	121.36K	0	0
Jun 30, 2026	FALCON WEALTH PLANNING	0.02%	2.95K	210.59K	2.95K	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.02%	2.98K	212.53K	118	+4.13%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.02%	3.01K	215.22K	3.01K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.02%	3.04K	216.74K	3.04K	+100.00%
Jun 30, 2026	STANICH GROUP LLC	0.02%	3.1K	221.3K	3.1K	+100.00%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.02%	3.23K	230.8K	2.13K	+192.31%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.03%	3.33K	237.78K	3.33K	+100.00%
Jun 30, 2026	FOUNDATION WEALTH MANAGEMENT, LLC	0.03%	3.39K	242.03K	3.39K	+100.00%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.03%	3.89K	277.85K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.03%	3.9K	278.35K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	4.09K	294.52K	4.09K	+100.00%
Jun 30, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.03%	4.16K	297.26K	14	+0.34%
Jun 30, 2026	BLVD PRIVATE WEALTH, LLC	0.03%	4.36K	311.26K	-172	-3.80%
Jun 30, 2026	REGIONS FINANCIAL CORP	0.03%	4.37K	312.26K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.04%	4.65K	331.86K	4.65K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.04%	4.82K	339.81K	-5.42K	-52.93%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.04%	5.47K	390.15K	277	+5.34%
Jun 30, 2026	SEPIO CAPITAL, LP	0.05%	6.72K	479.63K	1	+0.01%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.05%	7.11K	507.63K	-159	-2.19%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.05%	7.19K	513.44K	413	+6.09%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.05%	7.22K	499.83K	1.41K	+24.32%
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	7.57K	541K	-10.89K	-58.98%
Jun 30, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.06%	7.63K	557.83K	0	0
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.06%	7.71K	550.62K	122	+1.61%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.06%	7.85K	560.54K	-40	-0.51%
Jun 30, 2026	PURPOSE UNLIMITED INC.	0.06%	8.47K	618.4K	1.01K	+13.53%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.07%	8.64K	616.95K	-1.91K	-18.09%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.07%	9.05K	643.18K	405	+4.68%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.08%	10.72K	765.09K	148	+1.40%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.08%	11.1K	792.32K	5.42K	+95.46%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	11.55K	824.48K	3.56K	+44.60%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.1%	13.32K	950.56K	-7	-0.05%
Jun 30, 2026	VALEO FINANCIAL ADVISORS, LLC	0.12%	16.4K	1.17M	-879	-5.09%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.6%	78.94K	5.64M	0	0
Jun 30, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.02%	2.21K	157.56K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.42K	172.69K	250	+11.53%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.46%	60.45K	4.32M	-1.7K	-2.73%
Jun 30, 2026	WESBANCO BANK INC	0.03%	3.34K	238.73K	3.34K	+100.00%
Jun 30, 2026	CERRO PACIFIC WEALTH ADVISORS LLC	0.19%	25.12K	1.79M	25.12K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.26%	35.02K	2.5M	-211	-0.60%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.28%	36.36K	2.6M	590	+1.65%
Jun 30, 2026	RFG ADVISORY, LLC	0.32%	41.66K	2.97M	10.54K	+33.85%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	84	4.99K	84	+100.00%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.27%	35.77K	2.12M	-154	-0.43%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.47%	62.14K	3.69M	-14.03K	-18.42%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.6%	78.94K	4.68M	0	0
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.04%	5.07K	300.73K	5.07K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.03%	3.9K	231.29K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.04%	5.34K	316.81K	5.34K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.04%	5.81K	336.52K	1.76K	+43.59%
Mar 31, 2026	PURPOSE UNLIMITED INC.	0.06%	7.46K	445.49K	1.05K	+16.30%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.01%	1.11K	65.61K	83	+8.11%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.04%	5.68K	336.82K	2.05K	+56.55%
Mar 31, 2026	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	7.98K	473.2K	-8	-0.10%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.27%	35.23K	2.11M	-488	-1.37%
Mar 31, 2026	BLVD PRIVATE WEALTH, LLC	0.03%	4.53K	268.84K	-110	-2.37%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.04%	5.19K	307.75K	139	+2.75%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.03%	3.81K	225.89K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	85	5.04K	85	+100.00%
Mar 31, 2026	CWM, LLC	0%	113	6.7K	68	+151.11%
Mar 31, 2026	MORGAN STANLEY	0.01%	896	53.15K	-114	-11.29%
Mar 31, 2026	JANE STREET GROUP, LLC	0.05%	6.33K	375.67K	6.33K	+100.00%
Mar 31, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.02%	2.21K	130.92K	-37	-1.65%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.02%	2.86K	169.6K	790	+38.18%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	7.99K	473.79K	953	+13.55%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.07%	8.65K	516.34K	-1.38K	-13.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.08%	10.57K	626.98K	1.22K	+13.04%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	12.62K	748.56K	7.87K	+165.78%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.1%	13.32K	790.26K	-350	-2.56%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.03%	3.88K	230K	271	+7.50%
Mar 31, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.04%	4.79K	283.94K	1.01K	+26.71%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.06%	7.89K	468.15K	1.18K	+17.49%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.06%	7.27K	431.25K	665	+10.07%
Mar 31, 2026		0.06%	7.46K	445.49K	1.05K	+16.30%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.06%	7.59K	450.28K	-169	-2.18%
Mar 31, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.06%	7.63K	526.16K	0	0
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.03%	3.89K	230.87K	3.89K	+100.00%
Mar 31, 2026	SEPIO CAPITAL, LP	0.05%	6.72K	398.44K	-1.59K	-19.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.05%	6.78K	402.13K	2.25K	+49.55%
Mar 31, 2026	JPMORGAN CHASE & CO	0.08%	10.24K	588.39K	10.24K	+100.00%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.08%	10.55K	625.83K	39	+0.37%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0.13%	17.28K	1.02M	5.69K	+49.09%
Mar 31, 2026	REBEL FINANCIAL LLC	0.45%	59.83K	3.55M	-334	-0.56%
Mar 31, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.03%	4.15K	246.15K	-906	-17.92%
Mar 31, 2026	REGIONS FINANCIAL CORP	0.03%	4.37K	259.47K	4.37K	+100.00%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	921	54.63K	385	+71.83%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.17K	128.66K	162	+8.07%
Mar 31, 2026	MARINER, LLC	0.03%	3.68K	218.18K	3.68K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.14%	18.47K	1.1M	-9.33K	-33.57%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.23%	30.43K	1.8M	0	0
Mar 31, 2026	RFG ADVISORY, LLC	0.24%	31.12K	1.85M	31.12K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	756	44.85K	-109	-12.60%
Mar 31, 2026	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	978	58.03K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.01%	1.08K	64.3K	209	+23.89%
Mar 31, 2026	MURPHY & MULLICK CAPITAL MANAGEMENT CORP	0.01%	1.7K	100.84K	200	+13.33%
Mar 31, 2026	UBS GROUP AG	0.02%	3.12K	185.2K	2.82K	+940.67%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0%	0	-	-5.8K	-100.00%
Mar 31, 2026	KAIZEN FINANCIAL STRATEGIES	0%	0	-	-3.51K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-2.38K	-100.00%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0%	0	-	-3.24K	-100.00%
Mar 31, 2026	WESBANCO BANK INC	0%	0	-	-10.61K	-100.00%
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.03%	3.81K	236.21K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	1.02K	63.46K	25	+2.51%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.03%	3.63K	224.98K	3.63K	+100.00%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.03%	3.61K	224K	3.61K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	536	33.25K	416	+346.67%
Dec 31, 2025	CWM, LLC	0%	45	3K	45	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	BLVD PRIVATE WEALTH, LLC	0.04%	4.64K	287.94K	38	+0.83%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	4.05K	251.04K	953	+30.80%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	865	53.66K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	75	4.65K	75	+100.00%
Dec 31, 2025	FMR LLC	0%	26	1.63K	0	0
Dec 31, 2025	UBS GROUP AG	0%	300	18.61K	5	+1.69%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.67%	78.94K	4.9M	0	0
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.31%	35.92K	2.23M	-521	-1.43%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.64%	76.18K	4.73M	53.11K	+230.28%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	35.72K	2.22M	27	+0.08%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.27%	30.43K	1.89M	1.64K	+5.71%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.11%	13.67K	848.07K	122	+0.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	9.35K	580.01K	289	+3.19%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.07%	7.99K	495.31K	0	0
Dec 31, 2025	SEPIO CAPITAL, LP	0.07%	8.31K	515.36K	2.08K	+33.40%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	7.76K	481.33K	52	+0.67%
Dec 31, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.07%	7.63K	483.58K	-2.32K	-23.35%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	7.03K	436.32K	-27	-0.38%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.06%	6.72K	416.67K	-386	-5.43%
Dec 31, 2025	IFP ADVISORS, INC	0.01%	875	54.28K	1	+0.11%
Dec 31, 2025		0.05%	6.41K	397.61K	6.41K	+100.00%
Dec 31, 2025	MURPHY & MULLICK CAPITAL MANAGEMENT CORP	0.01%	1.5K	93.05K	1.5K	+100.00%
Dec 31, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	978	58.04K	0	0
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.1%	11.59K	718.87K	83	+0.72%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.09%	10.51K	652K	107	+1.03%
Dec 31, 2025	MORGAN STANLEY	0.01%	1.01K	62.68K	0	0
Dec 31, 2025	REBEL FINANCIAL LLC	0.51%	60.16K	3.73M	60.16K	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.09%	10.02K	621.49K	42	+0.42%
Dec 31, 2025	WESBANCO BANK INC	0.09%	10.61K	658.39K	-500	-4.50%
Dec 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.04%	5.06K	313.6K	1.25K	+32.81%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.04%	5.05K	313.19K	-10	-0.20%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.04%	4.97K	308.23K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	4.75K	294.52K	4.75K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	4.53K	281.18K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	3.9K	241.86K	0	0
Dec 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.03%	3.78K	234.36K	3.78K	+100.00%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	6.61K	409.77K	173	+2.69%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.05%	5.8K	359.77K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	27.8K	1.73M	8.95K	+47.47%
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.03%	3.51K	217.42K	0	0
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.03%	3.24K	201.13K	3.24K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	2.38K	147.64K	2.38K	+100.00%
Dec 31, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.02%	2.24K	139.2K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.02%	2.07K	128.34K	1.71K	+482.82%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.01K	124.49K	-56	-2.71%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.67%	78.94K	4.68M	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	998	59.21K	24	+2.46%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.03%	3.81K	225.89K	425	+12.57%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	3.09K	183.16K	1K	+47.97%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	120	7.12K	20	+20.00%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.03%	3.51K	212.12K	3.51K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	3.9K	231.33K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	4.53K	268.94K	0	0
Sep 30, 2025	BLVD PRIVATE WEALTH, LLC	0.04%	4.6K	273.16K	-528	-10.29%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.04%	4.97K	294.81K	0	0
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.04%	5.06K	300.15K	5	+0.10%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	865	51.32K	0	0
Sep 30, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	978	58.04K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-11.97K	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	7.06K	418.93K	285	+4.21%
Sep 30, 2025	FOREFRONT WEALTH PARTNERS, LLC	0%	0	-	-6.71K	-100.00%
Sep 30, 2025	1832 ASSET MANAGEMENT L.P.	0.03%	3.81K	225.93K	0	0
Sep 30, 2025	RFG ADVISORY, LLC	0%	0	-	-25.79K	-100.00%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.31%	36.45K	2.16M	-379	-1.03%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.05%	6.43K	381.63K	8	+0.12%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.05%	5.8K	344.11K	0	0
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.25%	28.78K	1.71M	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-410	-100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-17.17K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	42	0	0
Sep 30, 2025	FMR LLC	0%	26	1.56K	-1	-3.70%
Sep 30, 2025	MORGAN STANLEY	0.01%	1.01K	59.94K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.06%	7.1K	421.39K	7.1K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.06K	119.14K	927	+81.60%
Sep 30, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.02%	2.24K	133.14K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.01%	874	51.85K	47	+5.68%
Sep 30, 2025	SEPIO CAPITAL, LP	0.05%	6.23K	369.53K	16	+0.26%
Sep 30, 2025	ROYAL BANK OF CANADA	0.16%	18.85K	1.12M	-9.22K	-32.85%
Sep 30, 2025	WESBANCO BANK INC	0.09%	11.11K	659.4K	0	0
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	355	21.06K	355	+100.00%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	7.71K	457.3K	-210	-2.65%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.07%	7.99K	473.75K	-21	-0.26%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	9.06K	537.63K	2.19K	+31.95%
Sep 30, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.08%	9.96K	609.55K	0	0
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.1%	11.51K	682.66K	92	+0.81%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.09%	9.98K	597.29K	-435	-4.18%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.09%	10.4K	617.27K	233	+2.29%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	35.7K	2.12M	605	+1.72%
Sep 30, 2025	UBS GROUP AG	0%	295	17.5K	255	+637.50%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-21.56K	-100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	23.06K	1.37M	6.89K	+42.62%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.12%	13.55K	803.92K	400	+3.04%
Sep 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.12%	14.28K	847.21K	6	+0.04%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	6.87K	367.52K	245	+3.70%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.04%	4.97K	265.94K	0	0
Jun 30, 2025	CIBC WORLD MARKET INC.	0.09%	10.17K	544.35K	59	+0.58%
Jun 30, 2025	ATALA FINANCIAL INC	0%	0	-	-100	-100.00%
Jun 30, 2025	BLVD PRIVATE WEALTH, LLC	0.05%	5.13K	274.67K	5.13K	+100.00%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.04%	5.05K	270K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.11%	11.97K	640.53K	2.94K	+32.52%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.05%	5.8K	310.42K	0	0
Jun 30, 2025	FOREFRONT WEALTH PARTNERS, LLC	0.06%	6.71K	354.04K	2.52K	+60.02%
Jun 30, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.09%	9.96K	557.08K	0	0
Jun 30, 2025	REBEL FINANCIAL LLC	0.53%	59.82K	3.2M	59.82K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	1.01K	54.06M	749	+286.97%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	21.56K	1.15M	21.56K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.7%	78.94K	4.22B	37.33K	+89.73%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.14K	60.8K	994	+700.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	410	21.94K	-301	-42.33%
Jun 30, 2025	IFP ADVISORS, INC	0.01%	827	44.27K	57	+7.40%
Jun 30, 2025	RFG ADVISORY, LLC	0.23%	25.79K	1.38M	-29.49K	-53.35%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	865	46.3K	0	0
Jun 30, 2025	WESBANCO BANK INC	0.1%	11.11K	594.82K	11.11K	+100.00%
Jun 30, 2025		0%	0	-	-100	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-86K	-100.00%
Jun 30, 2025	FMR LLC	0%	27	1.46K	-112	-80.58%
Jun 30, 2025	UBS GROUP AG	0%	40	2.14K	-90	-69.23%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	100	5.35K	100	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	974	52.13K	84	+9.44%
Jun 30, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.02%	2.24K	120.1K	2.24K	+100.00%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.09%	10.42K	556.38K	74	+0.72%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.1%	11.41K	610.88K	-649	-5.38%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.12%	13.15K	703.79K	-2.63K	-16.67%
Jun 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.13%	14.27K	763.97K	2.5K	+21.23%
Jun 30, 2025	ROYAL BANK OF CANADA	0.25%	28.07K	1.5M	9.76K	+53.34%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.31%	35.09K	1.88M	-4.07K	-10.38%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.33%	36.82K	1.97M	708	+1.96%
Jun 30, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	978	52.36K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	2.09K	111.45K	1.31K	+166.71%
Jun 30, 2025	1832 ASSET MANAGEMENT L.P.	0.03%	3.81K	203.8K	3.81K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	3.9K	208.67K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	4.53K	242.61K	4.53K	+100.00%
Jun 30, 2025	SEPIO CAPITAL, LP	0.06%	6.21K	332.49K	2	+0.03%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.03%	3.38K	181.02K	2.19K	+184.44%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	7.92K	423.79K	253	+3.30%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.07%	8.01K	428.48K	-1	-0.01%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	16.17K	865.53K	1.23K	+8.20%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	17.17K	919.13K	733	+4.46%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.26%	28.78K	1.54M	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-4.24K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	37	-1	-50.00%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	6.42K	343.85K	869	+15.64%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	6.78K	362.65K	787	+13.14%
Mar 31, 2025	MORGAN STANLEY	0%	261	12.75K	102	+64.15%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.01%	711	33.79K	711	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.04%	3.9K	190.43K	0	0
Mar 31, 2025	WALL STREET FINANCIAL GROUP, INC.	0.04%	4.36K	212.87K	-207	-4.53%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.05%	4.97K	242.69K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.8%	86K	4.2M	47.6K	+123.96%
Mar 31, 2025	RFG ADVISORY, LLC	0.51%	55.28K	2.7M	-85.4K	-60.70%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	41.6K	2.03M	41.6K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.36%	39.16K	1.93M	-922	-2.30%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.33%	36.12K	1.76M	2.22K	+6.56%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.27%	28.78K	1.41M	0	0
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.04%	4.24K	207.03K	0	0
Mar 31, 2025	UBS GROUP AG	0%	130	6.35K	90	+225.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	75	1	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	6.62K	323.42K	1.97K	+42.23%
Mar 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.01%	1.19K	58.05K	-304	-20.36%
Mar 31, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	978	47.78K	0	0
Mar 31, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.11%	11.77K	575.02K	-2K	-14.51%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	7.67K	374.36K	-144	-1.84%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-16.84K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	18.31K	894K	4.65K	+34.08%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.15%	16.44K	802.98K	-5.81K	-26.12%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	14.95K	729.96K	-5.76K	-27.83%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.1%	10.34K	506.77K	-4.03K	-28.04%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.09%	10.11K	493.87K	2.36K	+30.39%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	142	6.93K	0	0
Mar 31, 2025	FMR LLC	0%	139	6.81K	-10	-6.71%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.08%	9.03K	441.07K	1.44K	+19.03%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	890	43.47K	243	+37.56%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	865	42.25K	865	+100.00%
Mar 31, 2025		0%	100	4.88K	0	0
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.07%	8.01K	391.06K	0	0
Mar 31, 2025	SEPIO CAPITAL, LP	0.06%	6.21K	303.29K	-439	-6.60%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	5.99K	292.5K	1.61K	+36.89%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.05%	5.56K	271.33K	4	+0.07%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.05%	5.05K	247K	5.05K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	784	38.15K	352	+81.48%
Mar 31, 2025	IFP ADVISORS, INC	0.01%	770	37.6K	29	+3.91%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.88K	-100.00%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0%	0	-	-3.81K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-23.57K	-100.00%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.15%	15.78K	770.7K	1.42K	+9.89%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.11%	12.06K	589.15K	1.42K	+13.38%
Mar 31, 2025	LPL FINANCIAL LLC	0%	0	-	-5.38K	-100.00%

Frequently Asked Questions