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

Who are the major shareholders selling Invesco International Developed Dynamic Multifactor ETF stock?

INVESCO LTD., in the last quarter, reduced its stake in IMFL by -10.31% restricting it's holding to 17.73 million shares of worth nearly $608.70M. ADVISOR GROUP HOLDINGS, INC. also lessened -46.06% of the IMFL shares from its portfolio, reducing its holding to 7.26 thousand shares of worth $249.16K. ALTERI WEALTH LLC also shunned IMFL shares holding by -3.67% last quarter which brought its holding to 15.77 thousand shares worth $541.54K.

Investors who are buying IMFL stock?

As per its latest 13F filing, LIBERTY ATLANTIC ADVISORS LLC increased its stake in IMFL by 19.93% in the last quarter. The institutional holder raised its holding to 13.35 thousand shares having worth more than $458.51K. KEATING FINANCIAL ADVISORY SERVICES, INC. also added 106.79% more shares of IMFL to its portfolio, raising its holding to 47.29 thousand shares of worth $1.62M. CURRY WEBB WEALTH MANAGEMENT LLC also increased its IMFL shares holding by 11.89% which brought its holding to 223.18 thousand shares worth $7.66M.

IMFL's major insiders: who are they?

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

Did an insider recently sell IMFL stock?

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

Which insider recently purchased IMFL stock?

There have been 0 transaction(s) during the past 6-months in which Invesco International Developed Dynamic Multifactor ETF insiders have bought stock, totalling 0 shares

How much of IMFL does insiders own?

Around 0 Invesco International Developed Dynamic Multifactor ETF shares are held by insiders, which represents about N/A of IMFL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IMFL?

LIBERTY ATLANTIC ADVISORS LLC is the largest institutional owner in IMFL which holds 13.35 thousand shares worth $458.51K or 0.04% of the total IMFL shares outstanding followed by KEATING FINANCIAL ADVISORY SERVICES, INC. with ownership of 47.29 thousand shares representing 0.15% of the IMFL ownership. CURRY WEBB WEALTH MANAGEMENT LLC is the third largest stakeholder with 223.18 thousand shares or 0.73% of the ownership worth more than $7.66M.

Is Invesco International Developed Dynamic Multifactor ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IMFL is concerned, it is a stock which is not optionable.

Is there a short position on IMFL's shares?

Number of IMFL 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 IMFL shares are there?

As of today, null shares of IMFL are outstanding.

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

IMFL 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 IMFL is null.

Invesco International Developed Dynamic Multifactor ETF (IMFL) 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. LIBERTY ATLANTIC ADVISORS LLC is the top corporate investor, holding 13.35K shares valued at $458.51K. A 0.04% stake in Invesco International Developed Dynamic Multifactor ETF is owned by the company. KEATING FINANCIAL ADVISORY SERVICES, INC. owns 47.29K shares valued at $1.62M, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LIBERTY ATLANTIC ADVISORS LLC	0.04%	13.35K	458.51K	2.22K	+19.93%
Jun 30, 2026	KEATING FINANCIAL ADVISORY SERVICES, INC.	0.15%	47.29K	1.62M	24.42K	+106.79%
Jun 30, 2026	CURRY WEBB WEALTH MANAGEMENT LLC	0.73%	223.18K	7.66M	23.72K	+11.89%
Jun 30, 2026	MORGAN STANLEY	0.61%	187.8K	6.45M	8.58K	+4.79%
Jun 30, 2026	INVESCO LTD.	57.64%	17.73M	608.7M	-2.04M	-10.31%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.87K	167.17K	0	0
Jun 30, 2026	IFG ADVISORY, LLC	0.03%	8.74K	300.13K	8.74K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.03%	8.8K	302.33K	0	0
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.03%	10.36K	355.74K	1.71K	+19.78%
Jun 30, 2026	IFP ADVISORS, INC	0.02%	6.78K	232.79K	807	+13.51%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.02%	7.26K	249.16K	-6.2K	-46.06%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.04%	12.82K	440.29K	12.82K	+100.00%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.05%	14.5K	498K	5.05K	+53.49%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.05%	14.61K	501.78K	269	+1.88%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	15.69K	538.9K	15.69K	+100.00%
Jun 30, 2026	ALTERI WEALTH LLC	0.05%	15.77K	541.54K	-601	-3.67%
Jun 30, 2026	SEQUENT PLANNING LLC	0.1%	32.19K	1.11M	594	+1.88%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.11%	34.38K	1.18M	7.97K	+30.17%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.17%	51.61K	1.77M	51.61K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.1%	338.39K	11.62M	40.82K	+13.72%
Jun 30, 2026	CONCORD WEALTH PARTNERS	0%	558	19.16K	558	+100.00%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0%	634	21.76K	634	+100.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	734	25.21K	734	+100.00%
Jun 30, 2026	SOUTHSTATE CORP	0%	929	31.9K	929	+100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	1.05K	35.87K	1.05K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	1.09K	37.36K	1.09K	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	1.45K	49.75K	853	+143.12%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	1.61K	55.36K	112	+7.47%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.7K	58.25K	1.6K	+1,579.21%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	96K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	3.94K	135.06K	-1.9K	-32.55%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.02%	4.72K	162.02K	-1.85K	-28.21%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	22.83K	784.09K	22.83K	+100.00%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.42%	130.44K	4.48M	6.03K	+4.85%
Jun 30, 2026		0.06%	13.35K	458.51K	2.22K	+19.93%
Jun 30, 2026	MASCAGNI WEALTH MANAGEMENT, INC.	0.03%	9.08K	311.82K	9.08K	+100.00%
Jun 30, 2026	HORIZON FAMILY WEALTH, INC.	0.03%	9.13K	313.59K	0	0
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.03%	10.54K	361.98K	719	+7.32%
Jun 30, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.04%	11.07K	380.01K	0	0
Jun 30, 2026	MERIDIAN FINANCIAL, LLC	0.04%	12.1K	415.51K	200	+1.68%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.04%	12.53K	430.11K	-7.3K	-36.83%
Jun 30, 2026	PAX FINANCIAL GROUP, LLC	0.22%	66.49K	2.28M	-117	-0.18%
Jun 30, 2026	MGO ONE SEVEN LLC	0.26%	79.11K	2.72M	2.43K	+3.17%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.34%	104.62K	3.59M	77.59K	+287.08%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	1.4%	430.05K	14.77M	55.97K	+14.96%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.47%	452K	15.52M	-5.06K	-1.11%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	1.55%	476.14K	16.34M	89.84K	+23.26%
Jun 30, 2026	STEWARDSHIP ADVISORS, LLC	1.84%	566.98K	19.47M	7.19K	+1.28%
Jun 30, 2026	LPL FINANCIAL LLC	2.87%	883.47K	30.34M	349.78K	+65.54%
Jun 30, 2026	CI INVESTMENTS INC.	6.91%	2.12M	72.92M	2.12M	+100.00%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.05%	16.63K	571.16K	-67	-0.40%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	17.73K	608.91K	4	+0.02%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.06%	19.06K	654.55K	2.16K	+12.75%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.07%	20.53K	703.26K	5.51K	+36.71%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.09%	26.85K	922K	26.85K	+100.00%
Jun 30, 2026	FIRETHORN WEALTH PARTNERS, LLC	0.1%	30.28K	1.04M	-20.15K	-39.95%
Jun 30, 2026	ASSET ALLOCATION STRATEGIES LLC	0.44%	134.45K	4.62M	9.47K	+7.58%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.44%	136.76K	4.7M	136.76K	+100.00%
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.83%	256.33K	8.8M	66.32K	+34.90%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.07%	20.56K	705.85K	70	+0.34%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.07%	20.88K	717.1K	6.47K	+44.84%
Jun 30, 2026	JANE STREET GROUP, LLC	0.47%	143.47K	4.93M	-106.54K	-42.61%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.6%	184.22K	6.33M	8.38K	+4.77%
Mar 31, 2026	MERIDIAN FINANCIAL, LLC	0.05%	11.9K	376.52K	11.9K	+100.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.09%	20.49K	648.16K	3.42K	+20.03%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.12%	26.41K	835.71K	1.64K	+6.60%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	27.03K	855.15K	3.61K	+15.42%
Mar 31, 2026	CITADEL ADVISORS LLC	0.14%	31.46K	995.43K	31.46K	+100.00%
Mar 31, 2026	SEQUENT PLANNING LLC	0.14%	31.6K	999.66K	-805	-2.48%
Mar 31, 2026	FIRETHORN WEALTH PARTNERS, LLC	0.23%	50.43K	1.6M	15.73K	+45.32%
Mar 31, 2026	PAX FINANCIAL GROUP, LLC	0.3%	66.61K	2.11M	-4.24K	-5.98%
Mar 31, 2026	MGO ONE SEVEN LLC	0.35%	76.68K	2.43M	-7.65K	-9.07%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.71%	374.08K	11.84M	23.51K	+6.71%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	2.09%	457.06K	14.46M	83.42K	+22.33%
Mar 31, 2026	LPL FINANCIAL LLC	2.44%	533.69K	16.89M	151.36K	+39.59%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.87K	154.02K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	5.84K	178.97K	3.86K	+194.95%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	8.65K	273.62K	573	+7.10%
Mar 31, 2026	INVESCO LTD.	90.24%	19.76M	625.28M	5.83M	+41.89%
Mar 31, 2026	HORIZON FAMILY WEALTH, INC.	0.04%	9.13K	288.94K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	13.45K	425.59K	8.76K	+186.56%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.07%	14.34K	453.81K	14.34K	+100.00%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.07%	14.42K	456.15K	2.28K	+18.79%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.57%	124.41K	3.94M	6.59K	+5.59%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	1.5K	47.46K	1.5K	+100.00%
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.01%	2.07K	65.56K	0	0
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.57%	124.98K	3.95M	-17.55K	-12.32%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.8%	175.84K	5.56M	608	+0.35%
Mar 31, 2026	MORGAN STANLEY	0.82%	179.22K	5.67M	179.22K	+17,921,900.00%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.87%	190.01K	6.01M	7.69K	+4.22%
Mar 31, 2026	JANE STREET GROUP, LLC	1.14%	250K	7.91M	134.76K	+116.94%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.36%	297.57K	9.41M	235.62K	+380.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	16.91K	534.91K	5.35K	+46.26%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	17.73K	560.91K	-3.12K	-14.98%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	596	18.86K	-94	-13.62%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	89K	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.04%	8.8K	278.56K	0	0
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.04%	9.45K	298.92K	707	+8.09%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.04%	9.82K	331.48K	2.07K	+26.64%
Mar 31, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.05%	11.07K	350.13K	0	0
Mar 31, 2026		0.05%	11.13K	352.25K	-695	-5.88%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.02%	4.02K	127.32K	-63.33K	-94.03%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.08%	16.7K	528.36K	274	+1.67%
Mar 31, 2026	IFG ADVISORY, LLC	0%	0	-	-9.09K	-100.00%
Mar 31, 2026	STEWARDSHIP ADVISORS, LLC	2.56%	559.79K	17.71M	-12.03K	-2.10%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.05%	11.32K	358.12K	11.32K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-734	-100.00%
Mar 31, 2026	WFA OF SAN DIEGO, LLC	0%	73	2.31K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	101	3.2K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	105	3.32K	-14	-11.76%
Mar 31, 2026	ASSETMARK, INC	0%	151	4.78K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.01%	1.1K	34.74K	1.1K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.03%	5.97K	188.95K	1.06K	+21.56%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.03%	6.57K	207.94K	6.57K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.03%	7.54K	238K	7.54K	+100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.07%	15.02K	461.71K	7.41K	+97.44%
Mar 31, 2026	ALTERI WEALTH LLC	0.07%	16.37K	517.98K	-1.56K	-8.69%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	1.76%	386.3K	12.22M	-641	-0.17%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.09%	19.83K	635.42K	19.83K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	53	0	0
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	11.07K	329.66K	0	0
Dec 31, 2025	IFG ADVISORY, LLC	0.04%	9.09K	270.69K	54	+0.60%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.04%	8.74K	260.38K	8.74K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.87K	145.02K	0	0
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	16.43K	489.3K	2.27K	+16.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	11.56K	344.34K	3.24K	+38.88%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	7.61K	226.55K	3.81K	+100.50%
Dec 31, 2025	STEWARDSHIP ADVISORS, LLC	2.56%	571.82K	17.03M	-4.12K	-0.72%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	325	9.67K	3	+0.93%
Dec 31, 2025	ASSETMARK, INC	0%	151	4.5K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	119	3.55K	119	+100.00%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.04%	7.76K	231.06K	303	+4.07%
Dec 31, 2025	INVESCO LTD.	63.32%	13.93M	414.92M	-408.03K	-2.85%
Dec 31, 2025	LPL FINANCIAL LLC	1.74%	382.33K	11.39M	51.02K	+15.40%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	1.73%	386.94K	11.53M	6.08K	+1.60%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	1.57%	350.57K	10.44M	11.54K	+3.41%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.82%	182.32K	5.43M	7.51K	+4.30%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.8%	175.24K	5.22M	1.32K	+0.76%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.67%	148.27K	4.42M	148.27K	+100.00%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.65%	142.53K	4.25M	7.21K	+5.33%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.54%	117.82K	3.51M	11.41K	+10.72%
Dec 31, 2025	JANE STREET GROUP, LLC	0.52%	115.24K	3.43M	115.24K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.38%	84.33K	2.51M	14.37K	+20.55%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.32%	70.85K	2.11M	3.73K	+5.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.31%	67.36K	2.01M	1.27K	+1.92%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.28%	61.94K	1.85M	30.29K	+95.72%
Dec 31, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.16%	34.7K	1.03M	24.31K	+233.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	33.65K	1M	33.65K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	4.69K	139.83K	1.73K	+58.10%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	83K	0	0
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.01%	2.07K	61.73K	-1K	-32.55%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	1.98K	59.01K	1.98K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	970	29K	-4.11K	-80.92%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0%	978	29.14K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	816	24.32K	-5	-0.61%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	734	21.87K	567	+339.52%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	690	20.56K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.7%	373.64K	11.13M	36.99K	+10.99%
Dec 31, 2025	HORIZON FAMILY WEALTH, INC.	0.04%	9.13K	272.04K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	8.8K	262.27K	8.8K	+100.00%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	8.08K	240.57K	-1.18K	-12.77%
Dec 31, 2025	IFP ADVISORS, INC	0.02%	4.91K	146.36K	1.75K	+55.47%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	101	3.01K	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0%	0	-	-468	-100.00%
Dec 31, 2025		0.04%	8.64K	8.64K	8.64K	+100.00%
Dec 31, 2025	SEQUENT PLANNING LLC	0.15%	32.4K	965.19K	3.37K	+11.59%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.11%	24.78K	738.14K	1.94K	+8.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	23.42K	697.59K	3.68K	+18.62%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	20.85K	621.16K	-2.85K	-12.02%
Dec 31, 2025	ALTERI WEALTH LLC	0.08%	17.93K	534.14K	552	+3.18%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.08%	17.07K	508.4K	3.42K	+25.08%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.05%	12.14K	361.55K	12.14K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	22.84K	632.27K	5.91K	+34.89%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	23.7K	655.98K	-1.06K	-4.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	66.09K	1.83M	1.13K	+1.73%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.33%	67.12K	1.86M	2.73K	+4.25%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.85%	173.91K	4.81M	-3.45K	-1.95%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.66%	339.02K	9.38M	16.85K	+5.23%
Sep 30, 2025	INVESCO LTD.	70.4%	14.34M	396.83M	-55.15K	-0.38%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-319	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	1	44	-1	-50.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	322	8.9K	322	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	2.97K	81.59K	-5.11K	-63.23%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.02%	3.07K	85.03K	-65	-2.07%
Sep 30, 2025	FIRETHORN WEALTH PARTNERS, LLC	0.05%	10.39K	287.61K	10.39K	+100.00%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	1.87%	380.86K	10.54M	221.27K	+138.65%
Sep 30, 2025	STEWARDSHIP ADVISORS, LLC	2.83%	575.94K	15.94M	1.12K	+0.19%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	821	22.74K	2	+0.24%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.65%	336.65K	9.32M	-36.16K	-9.70%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.07%	13.64K	377.66K	-575	-4.04%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.05%	9.26K	256.23K	1.38K	+17.44%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	19.74K	546.44K	4.85K	+32.61%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.16%	31.65K	876.05K	2.51K	+8.63%
Sep 30, 2025		0.07%	13.73K	380.13K	0	0
Sep 30, 2025	SEQUENT PLANNING LLC	0.14%	29.03K	803.66K	2.65K	+10.03%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-40.71K	-100.00%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.04%	7.45K	206.3K	7.45K	+100.00%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.04%	7.45K	206.3K	368	+5.19%
Sep 30, 2025	MGO ONE SEVEN LLC	0.34%	69.96K	1.94M	2.51K	+3.72%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.52%	106.41K	2.95M	12.78K	+13.65%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.66%	135.33K	3.75M	-33.07K	-19.64%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	101	2.8K	0	0
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	77K	0	0
Sep 30, 2025	ASSETMARK, INC	0%	151	4.18K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	167	4.62K	167	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0%	468	12.95K	0	0
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	11.07K	306.31K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	690	19.1K	-89	-11.42%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-888	-100.00%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.86%	174.81K	4.84M	13.22K	+8.18%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.87K	134.75K	0	0
Sep 30, 2025	CONCORD WEALTH PARTNERS	0%	978	27.07K	-1.47K	-60.05%
Sep 30, 2025	ROYAL BANK OF CANADA	0.03%	5.08K	141K	-10.49K	-67.35%
Sep 30, 2025	IFG ADVISORY, LLC	0.04%	9.03K	250.04K	1.04K	+12.94%
Sep 30, 2025	HORIZON FAMILY WEALTH, INC.	0.04%	9.13K	252.77K	9.13K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.63%	331.31K	9.17M	20.03K	+6.44%
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0%	0	-	-268	-100.00%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0%	0	-	-559	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-42.55K	-100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.02%	3.16K	87.47K	2.63K	+498.48%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	3.79K	103.82K	2.37K	+166.92%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	14.16K	391.87K	824	+6.18%
Sep 30, 2025	ALTERI WEALTH LLC	0.09%	17.38K	481.02K	2.19K	+14.38%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	8.32K	230.38K	1.42K	+20.62%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0%	888	24.24K	0	0
Jun 30, 2025	ORG WEALTH PARTNERS, LLC	0%	268	7.34K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	151	4.18K	0	0
Jun 30, 2025	UBS GROUP AG	0%	0	-	-22.35K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-9.33K	-100.00%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.32%	64.38K	1.78M	-3.48K	-5.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	64.96K	1.8M	64.96K	+100.00%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.87%	177.37K	4.91M	38.28K	+27.52%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.46%	93.63K	2.59M	26.32K	+39.10%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	101	2.8K	0	0
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.02%	3.14K	86.83K	-200	-5.99%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	8.07K	223.49K	-17.41K	-68.32%
Jun 30, 2025	ASSET ALLOCATION STRATEGIES LLC	0.83%	168.39K	4.66M	-49.61K	-22.76%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.58%	322.17K	8.92M	272.82K	+552.79%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	7.88K	218.19K	7.88K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	2	59K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	24.8K	686.52M	-97.04K	-79.64%
Jun 30, 2025	LPL FINANCIAL LLC	1.53%	311.28K	8.62M	-596	-0.19%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.83%	372.8K	10.32M	235.99K	+172.50%
Jun 30, 2025	INVESCO LTD.	70.62%	14.39M	398.35M	-63.78K	-0.44%
Jun 30, 2025	PRIVATE TRUST CO NA	0%	468	12.95K	468	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	779	21.55K	189	+32.03%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	1.42K	39.16K	1.34K	+1,676.25%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.87K	134.75K	4.87K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	6.9K	190.99K	6.9K	+100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0%	73	2.02K	73	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	319	8.83K	0	0
Jun 30, 2025	IFG ADVISORY, LLC	0.04%	8K	221.38K	8K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.05%	9.59K	265.48K	-266	-2.70%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	11.07K	306.31K	0	0
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	13.33K	369.06K	1.23K	+10.20%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	15.57K	431K	15.57K	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	24.76K	685.36K	-1.79K	-6.75%
Jun 30, 2025	SEQUENT PLANNING LLC	0.13%	26.39K	730.42K	1.02K	+4.02%
Jun 30, 2025	JANE STREET GROUP, LLC	0.21%	42.55K	1.18M	-101.54K	-70.47%
Jun 30, 2025		0.07%	13.73K	380.13K	-90	-0.65%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	14.89K	412.07K	1.53K	+11.48%
Jun 30, 2025	MGO ONE SEVEN LLC	0.33%	67.45K	1.87M	-7.84K	-10.41%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.78%	159.59K	4.42M	33.65K	+26.72%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.79%	161.59K	4.47M	44.55K	+38.06%
Jun 30, 2025	STEWARDSHIP ADVISORS, LLC	2.82%	574.83K	15.91M	-2.15K	-0.37%
Jun 30, 2025	ORG PARTNERS LLC	0%	0	-	-15	-100.00%
Jun 30, 2025	SAN LUIS WEALTH ADVISORS LLC	0%	0	-	-175.78K	-100.00%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.01%	2.45K	67.76K	123	+5.29%
Jun 30, 2025	IFP ADVISORS, INC	0%	528	14.61K	528	+100.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0%	559	15K	-24	-4.12%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	819	22.66K	819	+100.00%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	77K	0	0
Jun 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.03%	7.09K	196.11K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	16.93K	468.73K	660	+4.06%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.14%	29.14K	806.46K	8.96K	+44.43%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.2%	40.71K	1.13M	-49.53K	-54.89%
Jun 30, 2025	ALTERI WEALTH LLC	0.07%	15.19K	420.54K	2.33K	+18.13%
Jun 30, 2025	ELIOS FINANCIAL GROUP INC.	0.24%	48.72K	1.35M	3.94K	+8.81%
Mar 31, 2025	OPTIMUM INVESTMENT ADVISORS	0.03%	7.09K	174.36K	500	+7.59%
Mar 31, 2025		0%	0	-	-3.74K	-100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-295	-100.00%
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.02%	3.34K	82.12K	-1.26K	-27.41%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	590	14.51K	590	+100.00%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.05%	9.86K	242.58K	-6.4K	-39.38%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.67%	136.81K	3.37M	37.62K	+37.92%
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.57%	117.05K	2.75M	-932	-0.79%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.61%	125.94K	3.1M	55.54K	+78.89%
Mar 31, 2025	CITADEL ADVISORS LLC	0.59%	121.84K	3M	121.84K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	9.33K	229.64K	-8.47K	-47.59%
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.05%	11.07K	272.33K	0	0
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.01%	2.8K	69K	0	0
Mar 31, 2025	CONCORD WEALTH PARTNERS	0.01%	2.33K	57.22K	-246	-9.57%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0%	583	14K	-370	-38.82%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	319	7.85K	319	+100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	101	2.49K	101	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	80	1.99K	80	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.7%	144.09K	3.55M	144.09K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0%	2	57	1	+100.00%
Mar 31, 2025	INVESCO LTD.	70.42%	14.46M	355.74M	-330.7K	-2.24%
Mar 31, 2025	STEWARDSHIP ADVISORS, LLC	2.81%	576.98K	14.2M	59.36K	+11.47%
Mar 31, 2025	LPL FINANCIAL LLC	1.52%	311.88K	7.68M	64.96K	+26.31%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	1.06%	218.01K	5.37M	37.38K	+20.69%
Mar 31, 2025	MGO ONE SEVEN LLC	0.37%	75.28K	1.85M	-76.61K	-50.44%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.33%	67.86K	1.67M	7.33K	+12.11%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.33%	67.31K	1.66M	10.21K	+17.89%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.24%	49.35K	1.21M	-3.03K	-5.79%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	13.35K	328.64K	2.94K	+28.18%
Mar 31, 2025	AVESTAR CAPITAL, LLC	0.68%	139.08K	3.42M	-48.24K	-25.75%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.44%	90.23K	2.22M	90.23K	+100.00%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	26.55K	653.43K	106	+0.40%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	25.48K	627.13K	17.73K	+228.69%
Mar 31, 2025	ASSETMARK, INC	0%	151	3.72K	0	0
Mar 31, 2025	BROWN ADVISORY INC	0%	0	-	-14.11K	-100.00%
Mar 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.86%	175.78K	4.13M	0	0
Mar 31, 2025	US BANCORP \DE\	0%	0	-	-565	-100.00%
Mar 31, 2025	FMR LLC	0%	1	25	1	+100.00%
Mar 31, 2025	UBS GROUP AG	0.11%	22.35K	549.91K	13.27K	+146.14%
Mar 31, 2025	ORG PARTNERS LLC	0%	15	369	-803	-98.17%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	12.1K	297.76K	1.25K	+11.54%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	16.27K	400.51K	2.71K	+19.95%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	20.17K	496.43K	20.17K	+100.00%
Mar 31, 2025	SEQUENT PLANNING LLC	0.12%	25.37K	624.27K	525	+2.11%

Frequently Asked Questions