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

Who are the major shareholders selling iShares ESG MSCI EM Leaders ETF stock?

OLD MISSION CAPITAL LLC, in the last quarter, reduced its stake in LDEM by -6.11% restricting it's holding to 45.15 thousand shares of worth nearly $2.72M. FARTHER FINANCE ADVISORS, LLC also lessened -4.58% of the LDEM shares from its portfolio, reducing its holding to 3.17 thousand shares of worth $191.15K. ROYAL BANK OF CANADA also shunned LDEM shares holding by -0.68% last quarter which brought its holding to 1.61 thousand shares worth $97.00K.

Investors who are buying LDEM stock?

As per its latest 13F filing, CITIGROUP INC increased its stake in LDEM by 9.1% in the last quarter. The institutional holder raised its holding to 2.45 thousand shares having worth more than $147.48K. MERCER GLOBAL ADVISORS INC /ADV also added 100% more shares of LDEM to its portfolio, raising its holding to 1.15 thousand shares of worth $69.46K. INTEGRITY ADVISORY SOLUTIONS, LLC also increased its LDEM shares holding by 5.86% which brought its holding to 8.04 thousand shares worth $484.98K.

LDEM's major insiders: who are they?

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

Did an insider recently sell LDEM stock?

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

Which insider recently purchased LDEM stock?

There have been 0 transaction(s) during the past 6-months in which iShares ESG MSCI EM Leaders ETF insiders have bought stock, totalling 0 shares

How much of LDEM does insiders own?

Around 0 iShares ESG MSCI EM Leaders ETF shares are held by insiders, which represents about N/A of LDEM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in LDEM?

OLD MISSION CAPITAL LLC is the largest institutional owner in LDEM which holds 45.15 thousand shares worth $2.72M or 8.2% of the total LDEM shares outstanding followed by FARTHER FINANCE ADVISORS, LLC with ownership of 3.17 thousand shares representing 0.58% of the LDEM ownership. CITIGROUP INC is the third largest stakeholder with 2.45 thousand shares or 0.44% of the ownership worth more than $147.48K.

Is iShares ESG MSCI EM Leaders 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 LDEM is concerned, it is a stock which is optionable.

Is there a short position on LDEM's shares?

Number of LDEM 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 LDEM shares are there?

As of today, null shares of LDEM are outstanding.

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

LDEM 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 LDEM is null.

iShares ESG MSCI EM Leaders ETF (LDEM) 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. OLD MISSION CAPITAL LLC is the top corporate investor, holding 45.15K shares valued at $2.72M. A 8.2% stake in iShares ESG MSCI EM Leaders ETF is owned by the company. FARTHER FINANCE ADVISORS, LLC owns 3.17K shares valued at $191.15K, which translates its holding of 0.58% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	OLD MISSION CAPITAL LLC	8.2%	45.15K	2.72M	-2.94K	-6.11%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.58%	3.17K	191.15K	-152	-4.58%
Jun 30, 2026	CITIGROUP INC	0.44%	2.45K	147.48K	204	+9.10%
Jun 30, 2026	ROYAL BANK OF CANADA	0.29%	1.61K	97K	-11	-0.68%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.21%	1.15K	69.46K	1.15K	+100.00%
Jun 30, 2026	WATERFORD ADVISORS, LLC	1.54%	8.48K	205.41K	-3.93K	-31.64%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	1.46%	8.04K	484.98K	445	+5.86%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.33%	7.32K	441.28K	-733	-9.11%
Jun 30, 2026	ONE WEALTH ADVISORS, LLC	1.32%	7.28K	439.37K	-132	-1.78%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	1.29%	7.11K	428.82K	-198	-2.71%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.11%	6.14K	365.06K	-1.4K	-18.60%
Jun 30, 2026	MGO ONE SEVEN LLC	1.01%	5.57K	335.79K	-406	-6.80%
Jun 30, 2026	ARIADNE WEALTH MANAGEMENT, LP	0.88%	4.82K	290.61K	11	+0.23%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.17%	914	55.13K	-9	-0.98%
Jun 30, 2026	ARIES WEALTH MANAGEMENT	0.84%	4.63K	279.28K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.15%	834	50.31K	834	+100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	663	39.99K	0	0
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.1%	540	32.57K	540	+100.00%
Jun 30, 2026	ADDISON ADVISORS LLC	0%	0	-	-1.38K	-100.00%
Jun 30, 2026	MORLING FINANCIAL ADVISORS, LLC	0%	0	-	-462	-100.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0%	0	-	-13.69K	-100.00%
Jun 30, 2026	STONEX GROUP INC.	0.83%	4.58K	281.33K	4.58K	+100.00%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.74%	4.06K	244.89K	32	+0.79%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.68%	3.74K	225.3K	27	+0.73%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-94	-100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.67%	3.7K	223.07K	-2.23K	-37.57%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	441	26.61K	-423	-48.96%
Jun 30, 2026	BLACKROCK, INC.	0%	1	46	1	+100.00%
Jun 30, 2026	BETA WEALTH GROUP, INC.	1.58%	8.71K	525.39K	137	+1.60%
Jun 30, 2026	CI INVESTMENTS INC.	2.39%	13.14K	792.61K	600	+4.78%
Jun 30, 2026	VALUES ADDED FINANCIAL LLC	2.85%	15.71K	947.41K	-419	-2.60%
Jun 30, 2026	DAIWA SECURITIES GROUP INC.	2.95%	16.26K	980.81K	0	0
Jun 30, 2026	MORGAN STANLEY	0.01%	43	2.6K	-9	-17.31%
Jun 30, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	71	4.26K	-30	-29.70%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.01%	80	4.83K	80	+100.00%
Jun 30, 2026	UBS GROUP AG	0.03%	171	10.32K	-97	-36.19%
Jun 30, 2026	FRONT ROW ADVISORS LLC	0.04%	215	13K	0	0
Jun 30, 2026	OAKMONT ADVISORY GROUP, LLC	0.07%	378	22.79K	378	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	22.2K	0	0
Jun 30, 2026	MATHER GROUP, LLC.	0.17%	931	56.16K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	368	22.2K	0	0
Jun 30, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.49%	24.74K	1.49M	1.79K	+7.80%
Jun 30, 2026	JPMORGAN CHASE & CO	5.08%	27.94K	1.67M	2.8K	+11.12%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.29%	34.62K	2.09M	-1.89K	-5.17%
Jun 30, 2026	GTS SECURITIES LLC	8.12%	44.68K	2.7M	13.43K	+42.95%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.73%	4.03K	233.45K	25	+0.62%
Mar 31, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	1.38%	7.6K	440.22K	174	+2.34%
Mar 31, 2026	PATHFINDER WEALTH CONSULTING, INC.	0.86%	4.75K	275.21K	0	0
Mar 31, 2026	MATHER GROUP, LLC.	0.17%	931	53.96K	931	+100.00%
Mar 31, 2026	IFC & INSURANCE MARKETING, INC.	0%	0	-	-31	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.6%	3.32K	193K	238	+7.72%
Mar 31, 2026	JPMORGAN CHASE & CO	4.57%	25.15K	1.41M	7.95K	+46.21%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	101	5.86K	0	0
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.17%	923	53.5K	57	+6.58%
Mar 31, 2026	ONE WEALTH ADVISORS, LLC	1.35%	7.42K	429.85K	-150	-1.98%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	1.33%	7.31K	423.53K	-574	-7.28%
Mar 31, 2026	MGO ONE SEVEN LLC	1.08%	5.97K	346.26K	5.97K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.08%	5.92K	343.31K	99	+1.70%
Mar 31, 2026	OLD MISSION CAPITAL LLC	8.73%	48.08K	2.79M	-12.42K	-20.53%
Mar 31, 2026	GTS SECURITIES LLC	5.68%	31.26K	1.81M	31.26K	+100.00%
Mar 31, 2026	ADDISON ADVISORS LLC	0.25%	1.38K	79.7K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.63%	36.51K	2.12M	-29.21K	-44.45%
Mar 31, 2026	CITIGROUP INC	0.41%	2.24K	129.89K	331	+17.33%
Mar 31, 2026	MORGAN STANLEY	0.01%	52	3.02K	-7	-11.86%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.02%	94	5.45K	94	+100.00%
Mar 31, 2026	FRONT ROW ADVISORS LLC	0.04%	215	12.46K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	21.33K	0	0
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	663	38.43K	663	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	864	50.05K	-6.67K	-88.54%
Mar 31, 2026	CI INVESTMENTS INC.	2.28%	12.54K	726.85K	900	+7.73%
Mar 31, 2026	UBS GROUP AG	0.05%	268	15.53K	268	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	368	21.33K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.67%	3.71K	214.92K	-790	-17.56%
Mar 31, 2026	ARIADNE WEALTH MANAGEMENT, LP	0.87%	4.81K	278.63K	0	0
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.46%	8.05K	466.53K	-2.73K	-25.29%
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	2.93%	16.13K	934.65K	-269	-1.64%
Mar 31, 2026	DAIWA SECURITIES GROUP INC.	2.95%	16.26K	942.47K	710	+4.57%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.17%	22.95K	1.33M	-44	-0.19%
Mar 31, 2026	CAPE INVESTMENT ADVISORY, INC.	0%	0	-	-540	-100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-245	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.29%	1.62K	94K	-11	-0.67%
Mar 31, 2026		0%	0	-	-31	-100.00%
Mar 31, 2026	ARIES WEALTH MANAGEMENT	0.84%	4.63K	268.37K	70	+1.54%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.37%	7.54K	425.44K	2.91K	+62.86%
Mar 31, 2026	WATERFORD ADVISORS, LLC	2.25%	12.41K	300.23K	12.41K	+100.00%
Mar 31, 2026	BETA WEALTH GROUP, INC.	1.56%	8.57K	496.91K	-655	-7.10%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	2.49%	13.69K	722.74K	861	+6.71%
Mar 31, 2026	MORLING FINANCIAL ADVISORS, LLC	0.08%	462	26.75K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	245	14.24K	-3.36K	-93.20%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.83%	4.5K	261.38K	-109	-2.37%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.17%	22.99K	1.34M	577	+2.57%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	1.46%	7.88K	457.97K	1.56K	+24.70%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0%	0	-	-6.57K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-49.57K	-100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	3.12%	17.2K	999.4K	-107	-0.62%
Dec 31, 2025	OLD MISSION CAPITAL LLC	11.2%	60.5K	3.52M	34.35K	+131.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.39%	7.54K	437.91K	814	+12.11%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	21.39K	0	0
Dec 31, 2025	MORGAN STANLEY	0.01%	59	3.45K	-19	-24.36%
Dec 31, 2025	MORLING FINANCIAL ADVISORS, LLC	0.09%	462	26.82K	462	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.16%	866	50.32K	0	0
Dec 31, 2025	ADDISON ADVISORS LLC	0.26%	1.38K	79.9K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.3%	1.63K	95K	-113	-6.47%
Dec 31, 2025	CITIGROUP INC	0.35%	1.91K	110.99K	1.01K	+111.28%
Dec 31, 2025	ARIES WEALTH MANAGEMENT	0.83%	4.56K	264.98K	-420	-8.43%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.86%	4.63K	268.91K	2.35K	+102.98%
Dec 31, 2025	MATHER GROUP, LLC.	0%	0	-	-947	-100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	368	21.39K	0	0
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.1%	540	31.38K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.57%	3.08K	179.15K	2.31K	+297.29%
Dec 31, 2025	JANE STREET GROUP, LLC	1.06%	5.82K	338.43K	625	+12.02%
Dec 31, 2025	ONE WEALTH ADVISORS, LLC	1.37%	7.57K	439.66K	0	0
Dec 31, 2025		0.01%	31	2K	31	+100.00%
Dec 31, 2025	BETA WEALTH GROUP, INC.	1.71%	9.23K	536.24K	12	+0.13%
Dec 31, 2025	DAIWA SECURITIES GROUP INC.	2.89%	15.55K	904K	1.84K	+13.42%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1.96%	10.77K	626.05K	-1.04K	-8.79%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-94	-100.00%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.73%	4K	232.59K	86	+2.20%
Dec 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.89%	4.81K	302.85K	-33	-0.68%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	2.33%	12.83K	745.67K	-2.58K	-16.72%
Dec 31, 2025	CI INVESTMENTS INC.	2.16%	11.64K	676.4K	1.1K	+10.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	12.16%	65.71K	3.82M	-4.59K	-6.52%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	2.98%	16.39K	952.67K	-377	-2.25%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	101	5.87K	2	+2.02%
Dec 31, 2025	FRONT ROW ADVISORS LLC	0.04%	215	12.49K	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	2.8%	15.41K	908.04K	-1.13K	-6.82%
Sep 30, 2025	FRONT ROW ADVISORS LLC	0.04%	215	12.67K	0	0
Sep 30, 2025	CI INVESTMENTS INC.	1.91%	10.54K	621K	1.25K	+13.46%
Sep 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.1%	540	31.82K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.94%	5.2K	306.39K	5.2K	+100.00%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.65%	3.6K	212.33K	3.6K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.41%	2.28K	132.9K	-24	-1.04%
Sep 30, 2025	ROYAL BANK OF CANADA	0.32%	1.75K	103K	120	+7.38%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	21.69K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	12.77%	70.3K	4.14M	243	+0.35%
Sep 30, 2025	BANK OF MONTREAL /CAN/	9%	49.57K	2.92M	-50	-0.10%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.07%	22.42K	1.32M	1.99K	+9.75%
Sep 30, 2025	JPMORGAN CHASE & CO	3.14%	17.31K	1.02M	-2.16K	-11.08%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	3.05%	16.77K	988.36K	-1.81K	-9.72%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	2.14%	11.81K	696.11K	-1.85K	-13.55%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	368	21.69K	0	0
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	99	5.83K	-1	-1.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	94	5.54K	94	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.01%	78	4.65K	78	+100.00%
Sep 30, 2025	BETA WEALTH GROUP, INC.	1.67%	9.22K	543.1K	-298	-3.13%
Sep 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.88%	4.84K	287.56K	0	0
Sep 30, 2025	ONE WEALTH ADVISORS, LLC	1.37%	7.57K	445.89K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.22%	6.72K	377.4K	6.4K	+1,987.89%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	1.19%	6.57K	387.37K	6.57K	+100.00%
Sep 30, 2025		1.19%	6.57K	387.37K	6.57K	+100.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	1.15%	6.32K	372.45K	11	+0.17%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.84%	4.61K	271.5K	-837	-15.37%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.71%	3.92K	230.83K	0	0
Sep 30, 2025	MATHER GROUP, LLC.	0.17%	947	55.81K	947	+100.00%
Sep 30, 2025	CITIGROUP INC	0.16%	904	53.28K	655	+263.05%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.16%	866	51.04K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.14%	776	45.73K	776	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	4.75%	26.15K	1.54M	-29.76K	-53.23%
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	2.49%	13.71K	808K	-3.72K	-21.34%
Sep 30, 2025	ARIES WEALTH MANAGEMENT	0.9%	4.98K	293.49K	0	0
Sep 30, 2025	ADDISON ADVISORS LLC	0.25%	1.38K	81.03K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.1%	540	29.13K	89	+19.73%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.18%	6.31K	340.31K	43	+0.69%
Jun 30, 2025	ONE WEALTH ADVISORS, LLC	1.41%	7.57K	408.11K	-142	-1.84%
Jun 30, 2025	RETIREMENT CAPITAL STRATEGIES	0%	0	-	-7.31K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-849	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.16%	866	46.71K	-2	-0.23%
Jun 30, 2025	ADDISON ADVISORS LLC	0.26%	1.38K	74.17K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.43%	2.3K	123.33K	2.12K	+1,138.71%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.73%	3.92K	211.27K	3.92K	+100.00%
Jun 30, 2025	CI INVESTMENTS INC.	1.74%	9.29K	501K	800	+9.42%
Jun 30, 2025	BETA WEALTH GROUP, INC.	1.78%	9.51K	513.16K	9.51K	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	2.55%	13.66K	737.01K	-1.67K	-10.89%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	1.63K	88K	-1.91K	-54.04%
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.9%	4.84K	273.95K	-1.38K	-22.19%
Jun 30, 2025	ARIES WEALTH MANAGEMENT	0.93%	4.98K	268.62K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.02%	5.44K	293.65K	-497	-8.37%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	3.81%	20.42K	1.1M	-601	-2.86%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	3.09%	16.54K	891.9K	-494	-2.90%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	3.26%	17.43K	940K	860	+5.19%
Jun 30, 2025	VALUES ADDED FINANCIAL LLC	3.47%	18.58K	1M	5.32K	+40.16%
Jun 30, 2025	JPMORGAN CHASE & CO	3.63%	19.46K	1.05M	-681	-3.38%
Jun 30, 2025	BANK OF MONTREAL /CAN/	9.27%	49.62K	2.68M	-41.83K	-45.74%
Jun 30, 2025	OLD MISSION CAPITAL LLC	10.44%	55.92K	3.02M	27.99K	+100.20%
Jun 30, 2025	MORGAN STANLEY	0%	0	-	-286	-100.00%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	100	5.39K	-555	-84.73%
Jun 30, 2025	FRONT ROW ADVISORS LLC	0.04%	215	11.6K	0	0
Jun 30, 2025	CITIGROUP INC	0.05%	249	13.43K	152	+156.70%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	322	17.34K	-4	-1.23%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	368	19.85K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.97K	-100.00%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	19.85K	0	0
Jun 30, 2025	MATHER GROUP, LLC.	0%	0	-	-947	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	13.08%	70.06K	3.78M	26.76K	+61.80%
Mar 31, 2025	OLD MISSION CAPITAL LLC	5.32%	27.93K	1.36M	-37.18K	-57.10%
Mar 31, 2025	BANK OF MONTREAL /CAN/	17.43%	91.44K	4.46M	10.3K	+12.69%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	368	17.93K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	8.25%	43.3K	2.11M	-38.17K	-46.85%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.09%	451	21.97K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.12%	655	29.74K	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.17%	868	42.29K	-24	-2.69%
Mar 31, 2025	MATHER GROUP, LLC.	0.18%	947	46.14K	-22	-2.27%
Mar 31, 2025	ROYAL BANK OF CANADA	0.67%	3.54K	172K	1.94K	+120.84%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.19%	6.27K	310.26K	835	+15.37%
Mar 31, 2025	RETIREMENT CAPITAL STRATEGIES	1.39%	7.31K	356.34K	7.31K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-161	-100.00%
Mar 31, 2025	UBS GROUP AG	0.16%	849	41.36K	849	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.13%	5.94K	289.45K	-29	-0.49%
Mar 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	1.19%	6.22K	311.38K	979	+18.68%
Mar 31, 2025	ONE WEALTH ADVISORS, LLC	1.47%	7.71K	375.53K	-2.21K	-22.24%
Mar 31, 2025	CI INVESTMENTS INC.	1.62%	8.49K	414K	-150	-1.74%
Mar 31, 2025	JANE STREET GROUP, LLC	1.9%	9.97K	485.79K	-1.38K	-12.12%
Mar 31, 2025	VALUES ADDED FINANCIAL LLC	2.53%	13.25K	645.69K	2.66K	+25.10%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	2.92%	15.33K	747.08K	-7.16K	-31.84%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	3.16%	16.57K	807K	1.61K	+10.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-7.94K	-100.00%
Mar 31, 2025	CITIGROUP INC	0.02%	97	4.73K	97	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	186	9.04K	156	+520.00%
Mar 31, 2025	FRONT ROW ADVISORS LLC	0.04%	215	10.48K	215	+100.00%
Mar 31, 2025	ADDISON ADVISORS LLC	0.26%	1.38K	66.99K	-5	-0.36%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-8.42K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-16.2K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0.05%	286	13.94K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	326	15.86K	326	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	368	17.93K	0	0
Mar 31, 2025	ARIES WEALTH MANAGEMENT	0.95%	4.98K	242.63K	0	0
Mar 31, 2025	CI PRIVATE WEALTH, LLC	3.25%	17.03K	829.65K	-499	-2.85%
Mar 31, 2025	JPMORGAN CHASE & CO	3.84%	20.14K	981.33K	-3.63K	-15.25%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4.01%	21.03K	1.02M	3.46K	+19.68%

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