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

Who are the major shareholders selling Global X - Millennial Consumer ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in MILN by -0.62% restricting it's holding to 26.63 thousand shares of worth nearly $1.15M. MORGAN STANLEY also lessened -59% of the MILN shares from its portfolio, reducing its holding to 19.41 thousand shares of worth $840.77K. NORTHBRIDGE FINANCIAL GROUP, LLC also shunned MILN shares holding by -1.64% last quarter which brought its holding to 7.32 thousand shares worth $316.89K.

Investors who are buying MILN stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in MILN by 2.34% in the last quarter. The institutional holder raised its holding to 28.54 thousand shares having worth more than $1.24M. BANK OF AMERICA CORP /DE/ also added 21.8% more shares of MILN to its portfolio, raising its holding to 655.3 thousand shares of worth $28.39M. HRT FINANCIAL LP also increased its MILN shares holding by 100% which brought its holding to 10.43 thousand shares worth $451.00K.

MILN's major insiders: who are they?

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

Did an insider recently sell MILN stock?

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

Which insider recently purchased MILN stock?

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

How much of MILN does insiders own?

Around 0 Global X - Millennial Consumer ETF shares are held by insiders, which represents about N/A of MILN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MILN?

LPL FINANCIAL LLC is the largest institutional owner in MILN which holds 28.54 thousand shares worth $1.24M or 1.32% of the total MILN shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 26.63 thousand shares representing 1.23% of the MILN ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 655.3 thousand shares or 30.28% of the ownership worth more than $28.39M.

Is Global X - Millennial Consumer 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 MILN is concerned, it is a stock which is optionable.

Is there a short position on MILN's shares?

Number of MILN 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 MILN shares are there?

As of today, null shares of MILN are outstanding.

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

MILN 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 MILN is null.

Global X - Millennial Consumer ETF (MILN) 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. LPL FINANCIAL LLC is the top corporate investor, holding 28.54K shares valued at $1.24M. A 1.32% stake in Global X - Millennial Consumer ETF is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 26.63K shares valued at $1.15M, which translates its holding of 1.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LPL FINANCIAL LLC	1.32%	28.54K	1.24M	653	+2.34%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	26.63K	1.15M	-165	-0.62%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	30.28%	655.3K	28.39M	117.29K	+21.80%
Jun 30, 2026	MORGAN STANLEY	0.9%	19.41K	840.77K	-27.93K	-59.00%
Jun 30, 2026	HRT FINANCIAL LP	0.48%	10.43K	451K	10.43K	+100.00%
Jun 30, 2026	NORTHBRIDGE FINANCIAL GROUP, LLC	0.34%	7.32K	316.89K	-122	-1.64%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.34%	7.3K	316.17K	-5.09K	-41.08%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	6.17K	267.11K	-16.28K	-72.53%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.24%	5.2K	225.44K	156	+3.09%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.01%	164	7.1K	-20	-10.87%
Jun 30, 2026	ROYAL BANK OF CANADA	0.17%	3.7K	160K	16	+0.43%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.48K	150.67K	-3.4K	-49.46%
Jun 30, 2026	AVISO FINANCIAL INC.	0%	0	-	-240	-100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-50	-100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-12.87K	-100.00%
Jun 30, 2026	CITIGROUP INC	0%	0	-	-1	-100.00%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	87	0	0
Jun 30, 2026	ALPHACORE CAPITAL LLC	0%	11	486	0	0
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0%	25	1.11K	25	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	30	1.3K	0	0
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0%	50	2.17K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	74	3.21K	-8	-9.76%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0%	88	3.81K	85	+2,833.33%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	97	4.2K	63	+185.29%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.13%	2.88K	124.76K	0	0
Jun 30, 2026	FMR LLC	0.08%	1.71K	74.09K	-488	-22.20%
Jun 30, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.06%	1.4K	60.65K	1.4K	+100.00%
Jun 30, 2026	MORAN WEALTH MANAGEMENT, LLC	2.04%	44.2K	1.91M	7.34K	+19.89%
Jun 30, 2026	BURNHAM & CO LLC	0.01%	180	7.81K	180	+100.00%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	202	8.77K	0	0
Jun 30, 2026	STEIGERWALD, GORDON & KOCH INC.	0.01%	206	8.92K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	250	10.83K	0	0
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.02%	375	16.25K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.02%	450	19.48K	450	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.03%	586	25.35K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	757	32.79K	4	+0.53%
Jun 30, 2026	JPMORGAN CHASE & CO	0.04%	897	39.12K	-2.69K	-75.02%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.22%	4.7K	203.76K	-1.46K	-23.69%
Jun 30, 2026	UBS GROUP AG	0.01%	142	6.15K	-4.35K	-96.84%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	147	6.37K	147	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.18%	4K	173.26K	4K	+100.00%
Jun 30, 2026	ASSETMARK, INC	0%	9	390	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.04%	22.45K	912.51K	15.4K	+218.39%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	24.86%	538.01K	21.87M	86K	+19.03%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	82	3.33K	-35	-29.91%
Mar 31, 2026	NORTHBRIDGE FINANCIAL GROUP, LLC	0.34%	7.44K	319.34K	54	+0.73%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0%	50	2.03K	0	0
Mar 31, 2026	VANGUARD ADVISERS INC	0%	34	1.38K	34	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	30	1.22K	0	0
Mar 31, 2026	ALPHACORE CAPITAL LLC	0%	11	455	0	0
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	82	0	0
Mar 31, 2026	ASSETMARK, INC	0%	9	366	2	+28.57%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.02%	375	15.24K	0	0
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0%	3	122	3	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.17%	3.69K	150K	28	+0.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-36	-100.00%
Mar 31, 2026	CITIGROUP INC	0%	1	41	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0%	0	-	-4.3K	-100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0%	0	-	-5.7K	-100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	0	-	-14	-100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.01%	250	10.16K	-357	-58.81%
Mar 31, 2026	ARCHFORD CAPITAL STRATEGIES, LLC	0%	0	-	-11.34K	-100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-223	-100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.57%	12.39K	503.46K	-675	-5.17%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.01%	184	7.48K	1	+0.55%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	50	2.04K	50	+100.00%
Mar 31, 2026	GAME PLAN FINANCIAL ADVISORS, LLC	0%	0	-	-2	-100.00%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0%	0	-	-37.2K	-100.00%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0%	0	-	-121	-100.00%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.03%	586	23.79K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	753	30.61K	0	0
Mar 31, 2026	FMR LLC	0.1%	2.2K	89.33K	1.18K	+115.91%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.13%	2.88K	117.06K	2.6K	+928.57%
Mar 31, 2026	JPMORGAN CHASE & CO	0.17%	3.59K	141.62K	2.9K	+419.68%
Mar 31, 2026	UBS GROUP AG	0.21%	4.49K	182.5K	4.27K	+1,950.23%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	202	8.23K	0	0
Mar 31, 2026	STEIGERWALD, GORDON & KOCH INC.	0.01%	206	8.37K	0	0
Mar 31, 2026	AVISO FINANCIAL INC.	0.01%	240	9.76K	240	+100.00%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.23%	5.05K	205.18K	257	+5.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	6.16K	250.53K	-647	-9.50%
Mar 31, 2026	MORGAN STANLEY	2.19%	47.34K	1.92M	-7.33K	-13.41%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.24%	26.79K	1.09M	3.45K	+14.79%
Mar 31, 2026	LPL FINANCIAL LLC	1.29%	27.89K	1.13M	-1.58K	-5.36%
Mar 31, 2026	MORAN WEALTH MANAGEMENT, LLC	1.7%	36.87K	1.5M	266	+0.73%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	6.88K	279.71K	-52	-0.75%
Mar 31, 2026		0.01%	180	7.33K	180	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.59%	12.87K	523K	12.87K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	0	-	-42.45K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	6.81K	319.61K	-25.94K	-79.20%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.22%	5.7K	267.47K	500	+9.62%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	375	17.6K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	117	5.49K	-93	-44.29%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0%	50	2.35K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	36	1.7K	-301	-89.32%
Dec 31, 2025	RFG ADVISORY, LLC	0%	0	-	-13.93K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	6.93K	325.29K	4.2K	+153.21%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	223	10.46K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	219	10.28K	-39	-15.12%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	202	9.48K	0	0
Dec 31, 2025	STEIGERWALD, GORDON & KOCH INC.	0.01%	206	9.67K	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.01%	183	8.59K	-23	-11.16%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	30	1.41K	0	0
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	14	657	0	0
Dec 31, 2025	ASSETMARK, INC	0%	7	328	4	+133.33%
Dec 31, 2025	GAME PLAN FINANCIAL ADVISORS, LLC	0%	2	94	2	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	586	27.44K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.14%	3.66K	172K	-488	-11.76%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	7.05K	330.87K	-2.21K	-23.86%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-20.84K	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	47	1	+100.00%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	94	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0%	121	5.7K	121	+100.00%
Dec 31, 2025	FMR LLC	0.04%	1.02K	47.78K	180	+21.48%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-3K	-100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	280	13.14K	-853	-75.29%
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	691	32.43K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	753	35.33K	-66	-8.06%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.17%	4.3K	201.55K	50	+1.18%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.19%	4.79K	224.82K	-409	-7.87%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	17.3%	452.01K	21.21M	46.85K	+11.56%
Dec 31, 2025		0.29%	7.38K	346.45K	7.38K	+100.00%
Dec 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.46%	11.34K	531.94K	373	+3.40%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.53%	13.06K	612.89K	176	+1.37%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.89%	23.34K	1.1M	357	+1.55%
Dec 31, 2025	LPL FINANCIAL LLC	1.16%	29.47K	1.38M	-79.89K	-73.05%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	1.47%	36.6K	1.72M	14.19K	+63.28%
Dec 31, 2025	NEWEDGE WEALTH, LLC	1.5%	37.2K	1.75M	-360	-0.96%
Dec 31, 2025	MORGAN STANLEY	2.09%	54.67K	2.57M	1.44K	+2.70%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-4.64K	-100.00%
Dec 31, 2025	SEI INVESTMENTS CO	0%	0	-	-9.97K	-100.00%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-2.44K	-100.00%
Dec 31, 2025	EAGLE CAPITAL MANAGEMENT, LLC	0%	0	-	-4.23K	-100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-30.53K	-100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-679	-100.00%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0%	11	526	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	607	28.47K	-679	-52.80%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	586	28.94K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0%	50	2.47K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	206	10.19K	-460	-69.07%
Sep 30, 2025	STEIGERWALD, GORDON & KOCH INC.	0.01%	206	10.19K	206	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	223	11.03K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.09%	2.44K	120.79K	78	+3.30%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	2.74K	135.94K	-2.55K	-48.22%
Sep 30, 2025	EAGLE CAPITAL MANAGEMENT, LLC	0.16%	4.23K	209K	4.23K	+100.00%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.2%	5.2K	257.22K	46	+0.89%
Sep 30, 2025	SEI INVESTMENTS CO	0.38%	9.97K	493.12K	4.03K	+67.79%
Sep 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.42%	10.96K	542.29K	995	+9.98%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.25%	32.75K	1.62M	2.58K	+8.57%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	30.53K	1.51M	2.78K	+10.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	819	40.51K	-2.57K	-75.81%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	4.25K	209.99K	31	+0.74%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	9.26K	458.05K	9.26K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	22.98K	1.14M	301	+1.33%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	375	18.55K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	210	10.39K	93	+79.49%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	5.2K	257.22K	700	+15.56%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.49%	12.89K	637.4K	-69	-0.53%
Sep 30, 2025	RFG ADVISORY, LLC	0.53%	13.93K	688.8K	5.87K	+72.90%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.8%	20.84K	1.03M	-6.7K	-24.34%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-51	-100.00%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	99	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	30	1.49K	-89	-74.79%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	679	33.59K	447	+192.67%
Sep 30, 2025	FMR LLC	0.03%	838	41.43K	258	+44.48%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	1.13K	56.04K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	1.29K	63.59K	1	+0.08%
Sep 30, 2025	BARCLAYS PLC	0.11%	3K	148.4K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.16%	4.15K	205K	-21	-0.50%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.18%	4.64K	229.67K	-320	-6.45%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.85%	22.42K	1.11M	10.24K	+84.06%
Sep 30, 2025	NEWEDGE WEALTH, LLC	1.43%	37.56K	1.76M	-122	-0.32%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.62%	42.45K	2.1M	213	+0.50%
Sep 30, 2025	MORGAN STANLEY	2.03%	53.23K	2.63M	590	+1.12%
Sep 30, 2025	LPL FINANCIAL LLC	4.18%	109.36K	5.41M	9.91K	+9.96%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	15.47%	405.16K	20.04M	16.28K	+4.19%
Sep 30, 2025	ASSETMARK, INC	0%	3	148	0	0
Sep 30, 2025	UBS GROUP AG	0.01%	258	12.76K	5	+1.98%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	691	34.18K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	202	9.99K	1	+0.50%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	14	693	0	0
Sep 30, 2025	ALPHACORE CAPITAL LLC	0%	11	553	11	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-3.72K	-100.00%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	0	-	-27	-100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-415	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	337	16.68K	-302	-47.26%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.03%	666	32.5K	1	+0.15%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	51	2.49K	51	+100.00%
Jun 30, 2025	NEWEDGE WEALTH, LLC	1.5%	37.68K	1.82M	-352	-0.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.2%	30.16K	1.47M	1.56K	+5.46%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	22.68K	1.11M	713	+3.25%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.48%	12.18K	594.27K	5.68K	+87.48%
Jun 30, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.4%	9.97K	486.39K	687	+7.40%
Jun 30, 2025	RFG ADVISORY, LLC	0.32%	8.05K	393K	8.05K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	5.29K	257.99K	-270	-4.86%
Jun 30, 2025	SEI INVESTMENTS CO	0.24%	5.94K	289.84K	5.94K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	580	28.32K	-36	-5.84%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	375	18.3K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	232	11.32K	-56	-19.44%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	223	10.88K	8	+3.72%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	14	683	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-11.43K	-100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.11%	27.76K	1.35M	1.72K	+6.61%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0%	0	-	-422	-100.00%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.2%	4.96K	242.16K	22	+0.45%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	4.5K	219.58K	4.5K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	4.21K	205.63K	4.21K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	4.17K	204K	-143	-3.32%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	3.72K	181.32K	-1.25K	-25.16%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	3.39K	165.17K	-1.32K	-27.98%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.52%	12.95K	632.1K	-521	-3.87%
Jun 30, 2025	UBS GROUP AG	0.01%	253	12.35K	253	+100.00%
Jun 30, 2025	ASSETMARK, INC	0%	3	146	-12	-80.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	1.1%	27.55K	1.34M	-2.63K	-8.71%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.21%	5.15K	251.49K	-26	-0.50%
Jun 30, 2025	BARCLAYS PLC	0.12%	3K	146K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.09%	2.36K	115.34K	430	+22.23%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	1.29K	62.72K	62	+5.07%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0%	50	2.44K	-100	-66.67%
Jun 30, 2025		0%	0	-	-43	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	98	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	1.13K	55.29K	180	+18.89%
Jun 30, 2025	JPMORGAN CHASE & CO	0.03%	691	33.72K	-128	-15.63%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.03%	639	31.16K	638	+63,800.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	586	28.54K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	201	9.85K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	119	5.81K	111	+1,387.50%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	117	5.71K	117	+100.00%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	1	49	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-64	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	15.48%	388.89K	18.98M	-45.72K	-10.52%
Jun 30, 2025	LPL FINANCIAL LLC	3.96%	99.45K	4.85M	7.42K	+8.07%
Jun 30, 2025	MORGAN STANLEY	2.1%	52.64K	2.57B	1.02K	+1.97%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.68%	42.24K	2.06M	42.24K	+100.00%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.02%	415	19.88K	0	0
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0%	27	1.32K	0	0
Jun 30, 2025	PAINTED PORCH ADVISORS LLC	0%	0	-	-43	-100.00%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	150	6.47K	0	0
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	375	16.17K	-300	-44.44%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.02%	422	18.19K	422	+100.00%
Mar 31, 2025	ARCHFORD CAPITAL STRATEGIES, LLC	0.39%	9.28K	400.09K	-260	-2.73%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	14	604	14	+100.00%
Mar 31, 2025	ASSETMARK, INC	0%	15	647	0	0
Mar 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	1	44	0	0
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0%	0	-	-216.93K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.47K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-200	-100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-18	-100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	64	2.78K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	953	41.08K	-73	-7.12%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-35	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-180	-100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	8	345	3	+60.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	288	12.43K	55	+23.61%
Mar 31, 2025	NEWEDGE WEALTH, LLC	1.61%	38.03K	1.64M	1.25K	+3.38%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.21%	4.94K	213K	759	+18.15%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	4.97K	214.04K	-1.81K	-26.75%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.22%	5.18K	223.31K	134	+2.66%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	5.56K	239.61K	134	+2.47%
Mar 31, 2025	LPL FINANCIAL LLC	3.89%	92.03K	3.97M	19.73K	+27.29%
Mar 31, 2025	FMR LLC	0.03%	616	26.57K	301	+95.56%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	586	25.26K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.03%	819	35.31K	16	+1.99%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	1.22K	52.74K	471	+62.63%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	201	8.71K	0	0
Mar 31, 2025	CREATIVEONE WEALTH, LLC	1.27%	30.17K	1.3M	4.95K	+19.62%
Mar 31, 2025	BARCLAYS PLC	0.13%	3K	129K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	1.93K	83.37K	1.38K	+251.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.1%	26.03K	1.12M	7.73K	+42.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.21%	28.6K	1.23M	6.45K	+29.09%
Mar 31, 2025	MORGAN STANLEY	2.18%	51.62K	2.23M	3.01K	+6.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	18.36%	434.61K	18.74M	-33.01K	-7.06%
Mar 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.27%	6.5K	280.04K	6.5K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	21.97K	947K	-248	-1.12%
Mar 31, 2025	JANE STREET GROUP, LLC	0.48%	11.43K	492.62K	11.43K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.57%	13.48K	580.92K	-4.33K	-24.32%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	215	9.27K	215	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	24	1	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.18%	4.31K	186K	-2.54K	-37.02%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.2%	4.7K	202.62K	-857	-15.42%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	87	0	0
Mar 31, 2025		0%	27	1.16K	27	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0%	0	-	-396	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	16.79%	553.47K	21.64M	66.97K	+13.77%
Mar 31, 2024	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	1	40	0	0
Mar 31, 2024	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	79	0	0
Mar 31, 2024	CASSADY SCHILLER WEALTH MANAGEMENT, LLC	0%	20	782	0	0
Mar 31, 2024	FMR LLC	0.01%	171	6.69K	-118	-40.83%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	207	8.1K	144	+228.57%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.02%	586	22.33K	0	0
Mar 31, 2024	BARCLAYS PLC	0.07%	2.25K	88K	0	0
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.17%	5.14K	200.92K	-9.18K	-64.12%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	5.56K	217.2K	167	+3.10%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.18%	5.66K	221.31K	0	0
Mar 31, 2024	PERSONAL CFO SOLUTIONS, LLC	0.2%	6.29K	245.74K	-2.3K	-26.79%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	6.89K	269.56K	-3.48K	-33.56%
Mar 31, 2024	BANCO SANTANDER, S.A.	0.22%	6.88K	269.01K	-1.55K	-18.39%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	7.61K	297.5K	7.61K	+100.00%
Mar 31, 2024	ARCHFORD CAPITAL STRATEGIES, LLC	0.32%	10.04K	392.37K	-11	-0.11%
Mar 31, 2024	EAGLE WEALTH STRATEGIES LLC	0.33%	10.22K	395.32K	-327	-3.10%
Mar 31, 2024	HBW ADVISORY SERVICES LLC	3.2%	99.75K	3.54M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	24	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	1	39	-2	-66.67%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	500	19.55K	0	0
Mar 31, 2024	COVESTOR LTD	0.03%	847	33K	71	+9.15%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	1.07K	41.76K	-181	-14.49%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.04%	1.12K	43.65K	0	0
Mar 31, 2024	SANDY SPRING BANK	0.04%	1.21K	47.31K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.62%	19.43K	759.52K	-4.51K	-18.85%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	23.92K	935K	23.92K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.81%	25.38K	992.33K	7.54K	+42.26%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	1.16%	36.14K	1.41M	7.28K	+25.21%
Mar 31, 2024	LPL FINANCIAL LLC	2.27%	74.82K	2.93M	19.15K	+34.39%
Mar 31, 2024	UBS GROUP AG	0.02%	671	26.24K	671	+100.00%
Mar 31, 2024	MACROVIEW INVESTMENT MANAGEMENT LLC	0.02%	675	26.41K	80	+13.45%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.02%	768	30.03K	-88	-10.28%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	6.88K	269.01K	6.88K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.22%	7.21K	282.01K	-1.01K	-12.25%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-18.38K	-100.00%
Mar 31, 2024	PRUDENTIAL PLC	0%	0	-	-22K	-100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	30	1.17K	30	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	38	1.49K	38	+100.00%
Mar 31, 2024	VITALSTONE FINANCIAL, LLC	0%	55	2	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	69	2.69K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0%	150	5.87K	150	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	154	6.02K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	11.39K	445K	-1.41K	-10.99%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.5%	15.6K	609.96K	15.6K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.56%	18.4K	719.32K	2.06K	+12.59%
Mar 31, 2024	MORGAN STANLEY	1.6%	52.58K	2.06M	1.41K	+2.76%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.34%	10.38K	367.83K	-1.26K	-10.82%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.47%	14.32K	507K	8.68K	+153.69%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.53%	16.34K	579.25K	-2.26K	-12.14%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.58%	17.84K	632.44K	-3.56K	-16.63%
Dec 31, 2023	CITADEL ADVISORS LLC	0.6%	18.38K	651.61K	18.38K	+100.00%
Dec 31, 2023	PRUDENTIAL PLC	0.72%	22K	779.9K	22K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.78%	23.94K	848.63K	61	+0.26%
Dec 31, 2023	CREATIVEONE WEALTH, LLC	0.94%	28.87K	1.02M	-5.33K	-15.59%
Dec 31, 2023	MORGAN STANLEY	1.67%	51.17K	1.81M	15.07K	+41.76%
Dec 31, 2023	LPL FINANCIAL LLC	1.82%	55.67K	1.97M	-2.42K	-4.17%
Dec 31, 2023	HBW ADVISORY SERVICES LLC	3.26%	99.75K	3.54M	169	+0.17%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	15.88%	486.49K	17.25M	26.03K	+5.65%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	25	1	+100.00%
Dec 31, 2023		0%	1	36	1	+100.00%
Dec 31, 2023	DHJJ FINANCIAL ADVISORS, LTD.	0%	2	71	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	3	106	3	+100.00%
Dec 31, 2023	CASSADY SCHILLER WEALTH MANAGEMENT, LLC	0%	20	709	20	+100.00%
Dec 31, 2023	VITALSTONE FINANCIAL, LLC	0%	55	2K	-22	-28.57%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	63	2.23K	63	+100.00%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	69	2.43K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	154	5.46K	154	+100.00%
Dec 31, 2023	FMR LLC	0.01%	289	10.23K	210	+265.82%
Dec 31, 2023	PRIVATE TRUST CO NA	0.01%	396	14.04K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	500	17.73K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.02%	586	20.39K	0	0
Dec 31, 2023	MACROVIEW INVESTMENT MANAGEMENT LLC	0.02%	595	21.09K	-61	-9.30%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.02%	683	24.21K	155	+29.36%
Dec 31, 2023	COVESTOR LTD	0.03%	776	28K	-148	-16.02%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	856	30.35K	-11	-1.27%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	12.8K	453K	3.17K	+32.97%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.04%	1.12K	39K	0	0
Dec 31, 2023	SANDY SPRING BANK	0.04%	1.21K	42.9K	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	1.25K	44.28K	-70	-5.31%
Dec 31, 2023	BARCLAYS PLC	0.07%	2.25K	80K	0	0
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	5.39K	191.01K	-129	-2.34%
Dec 31, 2023	NTV ASSET MANAGEMENT LLC	0.18%	5.66K	200.65K	5.66K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.27%	8.22K	291.39K	-5.52K	-40.16%
Dec 31, 2023	BANCO SANTANDER, S.A.	0.28%	8.43K	298.84K	0	0
Dec 31, 2023	PERSONAL CFO SOLUTIONS, LLC	0.28%	8.59K	304.34K	-50	-0.58%
Dec 31, 2023	ARCHFORD CAPITAL STRATEGIES, LLC	0.33%	10.05K	356.15K	-8.79K	-46.67%

Frequently Asked Questions