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

Who are the major shareholders selling ARK Israel Innovative Technology ETF stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in IZRL by -1.12% restricting it's holding to 42.59 thousand shares of worth nearly $1.29M. LPL FINANCIAL LLC also lessened -29.75% of the IZRL shares from its portfolio, reducing its holding to 24.61 thousand shares of worth $747.53K. ADVISOR GROUP HOLDINGS, INC. also shunned IZRL shares holding by -8.14% last quarter which brought its holding to 5.53 thousand shares worth $168.06K.

Investors who are buying IZRL stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in IZRL by 100% in the last quarter. The institutional holder raised its holding to 784 shares having worth more than $23.82K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 100% more shares of IZRL to its portfolio, raising its holding to 7.34 thousand shares of worth $223.00K. UBS GROUP AG also increased its IZRL shares holding by 10.88% which brought its holding to 51.5 thousand shares worth $1.56M.

IZRL's major insiders: who are they?

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

Did an insider recently sell IZRL stock?

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

Which insider recently purchased IZRL stock?

There have been 0 transaction(s) during the past 6-months in which ARK Israel Innovative Technology ETF insiders have bought stock, totalling 0 shares

How much of IZRL does insiders own?

Around 0 ARK Israel Innovative Technology ETF shares are held by insiders, which represents about N/A of IZRL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IZRL?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in IZRL which holds 784 shares worth $23.82K or 0.02% of the total IZRL shares outstanding followed by ACTIVEST WEALTH MANAGEMENT with ownership of 1.11 thousand shares representing 0.02% of the IZRL ownership. MILESTONE INVESTMENT ADVISORS LLC is the third largest stakeholder with 186 shares or 0% of the ownership worth more than $5.65K.

Is ARK Israel Innovative Technology 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 IZRL is concerned, it is a stock which is optionable.

Is there a short position on IZRL's shares?

Number of IZRL 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 IZRL shares are there?

As of today, null shares of IZRL are outstanding.

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

IZRL 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 IZRL is null.

ARK Israel Innovative Technology ETF (IZRL) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 784 shares valued at $23.82K. A 0.02% stake in ARK Israel Innovative Technology ETF is owned by the company. ACTIVEST WEALTH MANAGEMENT owns 1.11K shares valued at $33.65K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.02%	784	23.82K	784	+100.00%
Jun 30, 2026	ACTIVEST WEALTH MANAGEMENT	0.02%	1.11K	33.65K	0	0
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0%	186	5.65K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	7.34K	223K	7.34K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.89%	42.59K	1.29M	-481	-1.12%
Jun 30, 2026	UBS GROUP AG	1.07%	51.5K	1.56M	5.05K	+10.88%
Jun 30, 2026	IFG ADVISORY, LLC	0%	135	4.1K	135	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.03%	1.2K	36.45K	400	+50.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.51%	24.61K	747.53K	-10.42K	-29.75%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.32%	15.23K	462.58K	15.23K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.23%	11.06K	336.06K	930	+9.18%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.12%	5.53K	168.06K	-490	-8.14%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.11%	5.45K	165.42K	5.45K	+100.00%
Jun 30, 2026	ALBION FINANCIAL GROUP /UT	0%	15	460	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.65K	-100.00%
Jun 30, 2026	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-2.73K	-100.00%
Jun 30, 2026	ABOUND WEALTH MANAGEMENT	0%	0	-	-159	-100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	5.05K	153.26K	4.98K	+7,107.14%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.14%	54.83K	1.67M	54.83K	+100.00%
Jun 30, 2026	ACKERMAN ASSET MANAGEMENT, LLC	0.36%	17.33K	526.29K	0	0
Jun 30, 2026	WEALTHCOLLAB, LLC	0.07%	3.26K	99K	0	0
Jun 30, 2026	SIGNATURE EQUITY PARTNERS, LLC	0.03%	1.44K	43.87K	87	+6.41%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.01%	300	9.11K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	200	6.08K	-3	-1.48%
Jun 30, 2026	GROVE BANK & TRUST	0%	200	6.08K	200	+100.00%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2.83K	0	0
Jun 30, 2026	ARLINGTON TRUST CO LLC	0.01%	595	18.08K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.47%	22.45K	682.07K	22.45K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.4%	19.2K	583.25K	-1.48K	-7.15%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.3%	14.56K	423.23K	14.56K	+100.00%
Jun 30, 2026	INSPIRION WEALTH ADVISORS, LLC	0.21%	10K	308.4K	10K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.15%	7.32K	222.27K	-855	-10.46%
Jun 30, 2026	FIRST NATIONAL TRUST CO	0.14%	6.72K	204.14K	6.72K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	2.75K	84K	1.45K	+111.69%
Jun 30, 2026	VALLEY NATIONAL ADVISERS INC	0.03%	1.31K	39.86K	-877	-40.06%
Jun 30, 2026	CX INSTITUTIONAL	0.03%	1.21K	37K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.09%	4.11K	124.7K	3.39K	+476.54%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	3.47K	105.35K	0	0
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.06%	2.99K	90.83K	0	0
Jun 30, 2026	PRINCIPAL STREET PARTNERS, LLC	0.35%	16.75K	508.82K	0	0
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.19%	9.19K	279.14K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	1.7K	51.55K	1K	+143.47%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	1.69K	51.25K	62	+3.82%
Jun 30, 2026		0.01%	533	16.19K	100	+23.09%
Jun 30, 2026	MORGAN STANLEY	0.8%	38.22K	1.16M	995	+2.67%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.66%	31.64K	961.21K	-49	-0.15%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.16%	7.57K	230.05K	7.57K	+100.00%
Jun 30, 2026	BESSEMER GROUP INC	0%	33	1K	0	0
Jun 30, 2026	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	50	1.52K	0	0
Jun 30, 2026	CVA FAMILY OFFICE, LLC	0%	50	1.52K	0	0
Jun 30, 2026	ALPHACORE CAPITAL LLC	0%	60	1.82K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.01%	412	12.52K	0	0
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.01%	480	14.58K	0	0
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	494	15.01K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	1.32K	40.24K	0	0
Jun 30, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.07%	3.45K	104.74K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	132	4.01K	0	0
Jun 30, 2026	SIMPLEX TRADING, LLC	0%	141	4.28K	-363	-72.02%
Jun 30, 2026	SHP WEALTH MANAGEMENT	0.01%	533	16.19K	100	+23.09%
Jun 30, 2026	RIALTO WEALTH MANAGEMENT, LLC	0.01%	639	19.41K	0	0
Mar 31, 2026	ABOUND WEALTH MANAGEMENT	0%	159	4.28K	0	0
Mar 31, 2026	ACKERMAN ASSET MANAGEMENT, LLC	0.37%	17.33K	466.39K	0	0
Mar 31, 2026	CWM, LLC	0.01%	252	6.8K	0	0
Mar 31, 2026	MCILRATH & ECK, LLC	0%	207	5.57K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	203	5.47K	-26	-11.35%
Mar 31, 2026	PRINCIPAL STREET PARTNERS, LLC	0.36%	16.75K	450.91K	16.75K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	132	3.55K	0	0
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2.5K	0	0
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0.02%	1.11K	29.82K	0	0
Mar 31, 2026	CX INSTITUTIONAL	0.03%	1.21K	32K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.03%	1.3K	35K	1.16K	+828.57%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.03%	1.32K	36.25K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.04%	1.63K	43.75K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	1.65K	44.46K	1.65K	+100.00%
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0.05%	2.19K	58K	0	0
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0.06%	2.73K	61.29K	2.73K	+100.00%
Mar 31, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.07%	3.45K	92.82K	3.45K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	412	11.1K	412	+100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.01%	460	12.38K	205	+80.39%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.01%	480	12.92K	480	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.01%	494	13.3K	0	0
Mar 31, 2026	SIMPLEX TRADING, LLC	0.01%	504	13.57K	456	+950.00%
Mar 31, 2026	ARLINGTON TRUST CO LLC	0.01%	595	16.02K	0	0
Mar 31, 2026	RIALTO WEALTH MANAGEMENT, LLC	0.01%	639	17.2K	639	+100.00%
Mar 31, 2026	FORTITUDE FAMILY OFFICE, LLC	0%	0	-	-6.89K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-3.62K	-100.00%
Mar 31, 2026	FIRST NATIONAL TRUST CO	0%	0	-	-6.72K	-100.00%
Mar 31, 2026	UBS GROUP AG	1%	46.45K	1.25M	27.95K	+151.06%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	697	18.77K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.02%	712	19.17K	0	0
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.06%	2.99K	80.49K	0	0
Mar 31, 2026	WEALTHCOLLAB, LLC	0.07%	3.26K	87.73K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	3.47K	93.36K	250	+7.77%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	6.02K	162.11K	699	+13.13%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	8.17K	219.99K	1.42K	+21.07%
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.18%	8.31K	223.73K	8.31K	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.2%	9.19K	247.37K	9.19K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.22%	10.13K	272.79K	-33	-0.32%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0%	60	1.62K	0	0
Mar 31, 2026		0.01%	433	11.66K	36	+9.07%
Mar 31, 2026	BESSEMER GROUP INC	0%	33	1K	0	0
Mar 31, 2026	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	50	1.35K	0	0
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0%	50	1.35K	0	0
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.02%	800	21.54K	800	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-13	-100.00%
Mar 31, 2026	ALBION FINANCIAL GROUP /UT	0%	15	408	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	70	1.88K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.93%	43.07K	1.16M	28.53K	+196.14%
Mar 31, 2026	MORGAN STANLEY	0.8%	37.23K	1M	10.21K	+37.79%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.45%	20.68K	556.65K	2.76K	+15.38%
Mar 31, 2026	LPL FINANCIAL LLC	0.76%	35.03K	942.99K	8.66K	+32.86%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.69%	31.69K	853.13K	31.69K	+100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.01%	300	8.21K	0	0
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0%	186	5.01K	0	0
Dec 31, 2025	ARLINGTON TRUST CO LLC	0.01%	595	17.79K	0	0
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2.78K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.55%	26.37K	788.09K	-3.59K	-11.97%
Dec 31, 2025	ABOUND WEALTH MANAGEMENT	0%	159	4.75K	159	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	1.63K	48.57K	0	0
Dec 31, 2025		0.01%	397	11.87K	397	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	70	2.09K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0%	140	4K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	229	6.85K	29	+14.50%
Dec 31, 2025	MCILRATH & ECK, LLC	0%	207	6.19K	0	0
Dec 31, 2025	REGISTER FINANCIAL ADVISORS LLC	0%	0	-	-1K	-100.00%
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0%	50	1.5K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	255	7.62K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	6.75K	201.76K	6.75K	+100.00%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.06%	2.99K	89.37K	0	0
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0%	186	5.56K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	132	3.95K	0	0
Dec 31, 2025	FORTITUDE FAMILY OFFICE, LLC	0.14%	6.89K	205.94K	0	0
Dec 31, 2025	FIRST NATIONAL TRUST CO	0.13%	6.72K	200.86K	6.72K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	3.62K	108.33K	3.62K	+100.00%
Dec 31, 2025	BESSEMER GROUP INC	0%	33	1K	0	0
Dec 31, 2025	CWM, LLC	0.01%	252	8K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	697	20.84K	167	+31.51%
Dec 31, 2025	ALBION FINANCIAL GROUP /UT	0%	15	453	0	0
Dec 31, 2025	FMR LLC	0%	4	120	4	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.01%	300	8.97K	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0%	10	311	10	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.47K	-100.00%
Dec 31, 2025	MONTAG A & ASSOCIATES INC	0%	0	-	-476	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.19%	9.46K	283K	9.46K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.2%	10.17K	303.86K	1.35K	+15.27%
Dec 31, 2025	IFP ADVISORS, INC	0.01%	712	21.28K	9	+1.28%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.03%	1.11K	33.11K	21	+1.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.3%	14.55K	434.75K	-1K	-6.43%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0%	60	1.79K	60	+100.00%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.05%	2.19K	65K	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-50	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-175	-100.00%
Dec 31, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.35%	17.33K	517.84K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.36%	17.92K	535.69K	723	+4.20%
Dec 31, 2025	UBS GROUP AG	0.37%	18.5K	552.97K	805	+4.55%
Dec 31, 2025	MORGAN STANLEY	0.54%	27.02K	807.51K	1.19K	+4.62%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	1.32K	39.59K	49	+3.84%
Dec 31, 2025	SIMPLEX TRADING, LLC	0%	48	1.43K	-115	-70.55%
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	50	1.5K	0	0
Dec 31, 2025	CX INSTITUTIONAL	0.03%	1.21K	36K	-468	-27.96%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	3.22K	96.19K	0	0
Dec 31, 2025	WEALTHCOLLAB, LLC	0.08%	3.26K	97.41K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	5.32K	159.1K	-802	-13.09%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	13	389	13	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	494	14.77K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	1.28K	37.13K	-400	-23.88%
Sep 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0.16%	6.89K	200.64K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0.04%	1.67K	49K	0	0
Sep 30, 2025	REGISTER FINANCIAL ADVISORS LLC	0.02%	1K	29.12K	1K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	140	4K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	132	3.84K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2.71K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	50	1.47K	50	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-3.69K	-100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-87.9K	-100.00%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.05%	2.19K	63K	0	0
Sep 30, 2025	MORGAN STANLEY	0.61%	25.82K	751.98K	-3.3K	-11.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	6.13K	175.92K	831	+15.70%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	255	7.43K	0	0
Sep 30, 2025	CWM, LLC	0.01%	252	7K	0	0
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	50	1.46K	50	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	0%	207	6.03K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	175	5.1K	-870	-83.25%
Sep 30, 2025	LPL FINANCIAL LLC	0.71%	29.95K	872.21K	-3.52K	-10.53%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	8.82K	256.81K	4.34K	+96.98%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.21%	8.65K	251.85K	-252	-2.83%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	8.47K	246.68K	-1.69K	-16.62%
Sep 30, 2025	WEALTHCOLLAB, LLC	0.08%	3.26K	94.9K	0	0
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	163	4K	-463	-73.96%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	3.22K	93.71K	3.22K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	200	5.82K	0	0
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0%	186	5.42K	186	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	70	2.04K	0	0
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0%	50	1.46K	0	0
Sep 30, 2025	BESSEMER GROUP INC	0%	33	1K	0	0
Sep 30, 2025	ALBION FINANCIAL GROUP /UT	0%	15	438	0	0
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-100	-100.00%
Sep 30, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	0	-	-400	-100.00%
Sep 30, 2025	EWG ELEVATE INC.	0%	0	-	-14.36K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.42%	17.7K	515.28K	-3.3K	-15.71%
Sep 30, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.41%	17.33K	504.5K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	17.2K	500.84K	-3.22K	-15.76%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.37%	15.55K	452.67K	-900	-5.47%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.07%	2.99K	87.07K	0	0
Sep 30, 2025	ARLINGTON TRUST CO LLC	0.01%	595	17.33K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	530	15.43K	70	+15.22%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	494	14.39K	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0.01%	476	13.86K	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	300	8.67K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.03%	1.09K	31.66K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	1.63K	47.32K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.02%	703	20.47K	353	+100.86%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	460	12.5K	40	+9.52%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.01%	476	12.93K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-20.11K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-3.45K	-100.00%
Jun 30, 2025	WEALTHCOLLAB, LLC	0.07%	3.26K	88.55K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	3.69K	100.27K	3.69K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	2.01%	87.9K	2.39M	30.77K	+53.87%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	15	409	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	200	5.43K	0	0
Jun 30, 2025	MCILRATH & ECK, LLC	0%	207	5.62K	0	0
Jun 30, 2025	ARLINGTON TRUST CO LLC	0.01%	595	16.17K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	1.63K	44.15K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-25	-100.00%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0%	50	1.36K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	255	6.93K	0	0
Jun 30, 2025	CX INSTITUTIONAL	0.04%	1.67K	45K	0	0
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.2%	8.9K	241.83K	-752	-7.79%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	1.05K	28.4K	0	0
Jun 30, 2025		0.4%	17.33K	470.72K	0	0
Jun 30, 2025	EDMOND DE ROTHSCHILD HOLDING S.A.	0%	0	-	-200	-100.00%
Jun 30, 2025	SVB WEALTH LLC	0%	0	-	-480	-100.00%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.02%	1.09K	29.54K	0	0
Jun 30, 2025	BESSEMER GROUP INC	0%	33	1K	0	0
Jun 30, 2025	ACKERMAN ASSET MANAGEMENT, LLC	0.4%	17.33K	470.72K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	16.45K	446.81K	-998	-5.72%
Jun 30, 2025	UBS GROUP AG	0.48%	20.99K	570.35K	1.83K	+9.54%
Jun 30, 2025	LPL FINANCIAL LLC	0.77%	33.48K	909.55K	7.46K	+28.68%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	70	1.9K	0	0
Jun 30, 2025	US BANCORP \DE\	0%	100	2.72K	0	0
Jun 30, 2025	CWM, LLC	0.01%	252	7K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	494	13.42K	494	+100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.01%	626	17K	-590	-48.52%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.07%	2.99K	81.24K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	5.29K	143.87K	-1.34K	-20.19%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	10.16K	276.02K	10.16K	+100.00%
Jun 30, 2025	EWG ELEVATE INC.	0.33%	14.36K	390.08K	-3.22K	-18.32%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.68K	45.51K	392	+30.55%
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0.05%	2.19K	59K	0	0
Jun 30, 2025	FORTITUDE FAMILY OFFICE, LLC	0.16%	6.89K	187.2K	-491	-6.65%
Jun 30, 2025	MORGAN STANLEY	0.67%	29.13K	791.34M	1K	+3.56%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2.53K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-50K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	4.48K	121.63K	-12.18K	-73.13%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	132	3.59K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	140	4K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	300	8.15K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.01%	350	9.51K	0	0
Jun 30, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0.01%	400	10.87K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	255	5.47K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.51%	20.64K	442.71K	-4.99K	-19.48%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	70	1.5K	0	0
Mar 31, 2025	CWM, LLC	0.01%	252	5K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.01%	350	7.51K	0	0
Mar 31, 2025	VALLEY NATIONAL ADVISERS INC	0.05%	2.19K	46K	2.19K	+100.00%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.07%	2.99K	64.14K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.65%	26.02K	558.03K	813	+3.23%
Mar 31, 2025	MORGAN STANLEY	0.7%	28.13K	603.28K	-1.53K	-5.17%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.01%	300	6.52K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-45.57K	-100.00%
Mar 31, 2025	WEALTHCOLLAB, LLC	0.08%	3.26K	69.91K	0	0
Mar 31, 2025		0%	0	-	-101	-100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	93	2K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	140	3K	-750	-84.27%
Mar 31, 2025	ARLINGTON TRUST CO LLC	0.01%	595	12.76K	595	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.03%	1.05K	23.26K	-560	-34.89%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.03%	1.09K	23.32K	300	+38.12%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.03%	1.22K	26K	1.22K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	1.28K	27.87K	458	+55.52%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	1.63K	34.86K	0	0
Mar 31, 2025	CX INSTITUTIONAL	0.04%	1.67K	36K	1.67K	+100.00%
Mar 31, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0.01%	400	8.58K	400	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	420	9.01K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.09%	3.45K	74K	-2	-0.06%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0.01%	476	10.21K	0	0
Mar 31, 2025	SVB WEALTH LLC	0.01%	480	10.3K	480	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	6.63K	142.3K	531	+8.70%
Mar 31, 2025	FORTITUDE FAMILY OFFICE, LLC	0.18%	7.38K	158.32K	0	0
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.24%	9.65K	207.05K	-804	-7.69%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.42%	16.66K	357.35K	14.67K	+736.77%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.44%	17.44K	374.15K	-19.39K	-52.64%
Mar 31, 2025	EWG ELEVATE INC.	0.44%	17.58K	377.03K	2.12K	+13.72%
Mar 31, 2025	UBS GROUP AG	0.48%	19.16K	411.07K	-2.59K	-11.89%
Mar 31, 2025	JANE STREET GROUP, LLC	0.5%	20.11K	431.42K	-9.54K	-32.17%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-150	-100.00%
Mar 31, 2025	ALBION FINANCIAL GROUP /UT	0%	15	323	0	0
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	25	499	0	0
Mar 31, 2025	BESSEMER GROUP INC	0%	33	1K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.43%	57.13K	1.23M	21.29K	+59.40%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0%	0	-	-8.95K	-100.00%
Mar 31, 2025	US BANCORP \DE\	0%	100	2.15K	-385	-79.38%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	132	2.83K	0	0
Mar 31, 2025	EDMOND DE ROTHSCHILD HOLDING S.A.	0.01%	200	4.29K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	200	4.29K	0	0
Mar 31, 2025	MCILRATH & ECK, LLC	0.01%	207	4.44K	0	0
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0%	50	1.07K	0	0

Frequently Asked Questions