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

Who are the major shareholders selling State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock?

NEWEDGE ADVISORS, LLC, in the last quarter, reduced its stake in NZAC by -0.36% restricting it's holding to 3.28 thousand shares of worth nearly $150.74K. UNITED CAPITAL FINANCIAL ADVISERS, LLC also lessened -23.48% of the NZAC shares from its portfolio, reducing its holding to 6.29 thousand shares of worth $288.13K. TRUIST FINANCIAL CORP also shunned NZAC shares holding by -7.31% last quarter which brought its holding to 31.87 thousand shares worth $1.46M.

Investors who are buying NZAC stock?

As per its latest 13F filing, HARBOR ASSET PLANNING, INC. increased its stake in NZAC by 0.63% in the last quarter. The institutional holder raised its holding to 3.02 thousand shares having worth more than $138.78K. IFG ADVISORY, LLC also added 100% more shares of NZAC to its portfolio, raising its holding to 3.28 thousand shares of worth $150.60K. MRA ADVISORY GROUP also increased its NZAC shares holding by 100% which brought its holding to 3.91 thousand shares worth $211.72K.

NZAC's major insiders: who are they?

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

Did an insider recently sell NZAC stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR MSCI ACWI Climate Paris Aligned ETF's stock. Within the last six months, there have been 0 transaction(s) in which NZAC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased NZAC stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR MSCI ACWI Climate Paris Aligned ETF insiders have bought stock, totalling 0 shares

How much of NZAC does insiders own?

Around 0 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares are held by insiders, which represents about N/A of NZAC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in NZAC?

SMARTLEAF ASSET MANAGEMENT LLC is the largest institutional owner in NZAC which holds 2.19 thousand shares worth $99.78K or 0.05% of the total NZAC shares outstanding followed by HARBOR ASSET PLANNING, INC. with ownership of 3.02 thousand shares representing 0.07% of the NZAC ownership. IFG ADVISORY, LLC is the third largest stakeholder with 3.28 thousand shares or 0.08% of the ownership worth more than $150.60K.

Is State Street SPDR MSCI ACWI Climate Paris Aligned 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 NZAC is concerned, it is a stock which is optionable.

Is there a short position on NZAC's shares?

Number of NZAC 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 NZAC shares are there?

As of today, null shares of NZAC are outstanding.

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

NZAC 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 NZAC is null.

State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) 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. SMARTLEAF ASSET MANAGEMENT LLC is the top corporate investor, holding 2.19K shares valued at $99.78K. A 0.05% stake in State Street SPDR MSCI ACWI Climate Paris Aligned ETF is owned by the company. HARBOR ASSET PLANNING, INC. owns 3.02K shares valued at $138.78K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.05%	2.19K	99.78K	0	0
Jun 30, 2026	HARBOR ASSET PLANNING, INC.	0.07%	3.02K	138.78K	19	+0.63%
Jun 30, 2026	IFG ADVISORY, LLC	0.08%	3.28K	150.6K	3.28K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.08%	3.28K	150.74K	-12	-0.36%
Jun 30, 2026	MRA ADVISORY GROUP	0.09%	3.91K	211.72K	3.91K	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.09%	3.95K	181.48K	18	+0.46%
Jun 30, 2026	BOSTON TRUST WALDEN CORP	0.11%	4.57K	209.96K	4.57K	+100.00%
Jun 30, 2026	BOND & DEVICK FINANCIAL NETWORK, INC.	0.11%	4.72K	216.9K	4.72K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.11%	4.73K	217.26K	4.73K	+100.00%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.15%	6.29K	288.13K	-1.93K	-23.48%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	6.44K	295.87K	0	0
Jun 30, 2026	FRANKLIN RESOURCES INC	0.12%	5.1K	234.16K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	5.5K	252.84K	132	+2.46%
Jun 30, 2026	MATHER GROUP, LLC.	0.14%	5.9K	270.89K	500	+9.26%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.18%	7.6K	348.95K	0	0
Jun 30, 2026	MARINER, LLC	0.19%	8.09K	371.26K	0	0
Jun 30, 2026	WEALTH ANALYTICS PARTNERS, LLC	0.23%	9.67K	443.5K	0	0
Jun 30, 2026	CWC ADVISORS, LLC.	0.24%	10.01K	459.49K	3	+0.03%
Jun 30, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.28%	11.78K	541.03K	73	+0.62%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.29%	12.28K	553.14K	2.71K	+28.34%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	9.03K	414.78K	184	+2.08%
Jun 30, 2026	INVERA WEALTH ADVISORS, LLC	0.42%	17.5K	803.4K	1.09K	+6.66%
Jun 30, 2026	UBS GROUP AG	0.45%	18.78K	862.4K	2.73K	+16.98%
Jun 30, 2026	ROYAL BANK OF CANADA	0.45%	18.84K	865K	131	+0.70%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.49%	20.61K	946K	20.61K	+100.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.76%	31.87K	1.46M	-2.51K	-7.31%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.8%	33.54K	1.54M	-6.57K	-16.38%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.9%	37.8K	1.74M	1.24K	+3.38%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.47%	62K	2.85M	9.77K	+18.71%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.61%	67.88K	3.12M	9.9K	+17.08%
Jun 30, 2026	LPL FINANCIAL LLC	1.67%	70.16K	3.22M	954	+1.38%
Jun 30, 2026	MORGAN STANLEY	1.67%	70.31K	3.23M	13	+0.02%
Jun 30, 2026	BETTERMENT LLC	3.35%	140.73K	6.46M	4.01K	+2.93%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	5.06%	212.59K	9.76M	22.51K	+11.84%
Jun 30, 2026	STATE STREET CORP	23.24%	977.3K	44.87M	-1K	-0.10%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0%	175	8.05K	16	+10.06%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.02%	645	29.61K	0	0
Jun 30, 2026	LARCH CAPITAL PARTNERS LLC	0%	0	-	-23.47K	-100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-39.55K	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	280	12.86K	0	0
Jun 30, 2026	BALLAST ADVISORS LLC	0.02%	948	43.53K	0	0
Jun 30, 2026	FMR LLC	0.01%	618	28.39K	0	0
Jun 30, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.01%	526	24.15K	0	0
Jun 30, 2026	MONUMENT GROUP WEALTH ADVISORS, LLC	0.03%	1.09K	264.01K	-4.75K	-81.35%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.04%	1.63K	74.61K	7	+0.43%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.04%	1.62K	65.76K	74	+4.79%
Mar 31, 2026	CWM, LLC	0.08%	3.45K	140.02K	599	+21.05%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.12%	5.1K	207.29K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	4.52%	190.08K	7.73M	2.16K	+1.15%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.82%	34.39K	1.4M	368	+1.08%
Mar 31, 2026	MORGAN STANLEY	1.67%	70.29K	2.86M	-57	-0.08%
Mar 31, 2026	STATE STREET CORP	23.27%	978.3K	39.76M	3.2K	+0.33%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0%	159	6.45K	159	+100.00%
Mar 31, 2026	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.01%	526	21.38K	-1.11K	-67.87%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.02%	645	26.52K	0	0
Mar 31, 2026	BALLAST ADVISORS LLC	0.02%	948	38.53K	0	0
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	8.85K	359.73K	3.32K	+60.04%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.09%	3.94K	159.94K	1.2K	+44.09%
Mar 31, 2026	CWC ADVISORS, LLC.	0.24%	10.01K	406.65K	0	0
Mar 31, 2026	MONUMENT GROUP WEALTH ADVISORS, LLC	0.14%	5.84K	237.37K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	6.44K	261.92K	-4	-0.06%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0%	0	-	-7.34K	-100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.13%	5.4K	219.49K	246	+4.77%
Mar 31, 2026	HARBOR ASSET PLANNING, INC.	0.07%	3K	122.08K	2.81K	+1,456.48%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.2%	8.22K	334.31K	274	+3.45%
Mar 31, 2026	WEALTH ANALYTICS PARTNERS, LLC	0.23%	9.67K	393.21K	-30	-0.31%
Mar 31, 2026	LARCH CAPITAL PARTNERS LLC	0.56%	23.47K	953.93K	0	0
Mar 31, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.28%	11.71K	476.01K	-289	-2.41%
Mar 31, 2026	UBS GROUP AG	0.38%	16.06K	652.6K	-3.36K	-17.31%
Mar 31, 2026	ROYAL BANK OF CANADA	0.45%	18.71K	760K	-22	-0.12%
Mar 31, 2026	BETTERMENT LLC	3.25%	136.72K	5.56M	129.07K	+1,687.46%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-3.01K	-100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.95%	40.11K	1.63M	16.37K	+68.95%
Mar 31, 2026		0.23%	9.67K	393.21K	-30	-0.31%
Mar 31, 2026	INVERA WEALTH ADVISORS, LLC	0.39%	16.41K	666.83K	-96.79K	-85.51%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.08%	3.3K	133.93K	0	0
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.18%	7.6K	308.91K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	5.37K	218.4K	87	+1.65%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.87%	36.56K	1.49M	4.2K	+12.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.94%	39.55K	1.61M	39.55K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.24%	52.23K	2.12M	4.12K	+8.56%
Mar 31, 2026	LPL FINANCIAL LLC	1.65%	69.21K	2.81M	14.22K	+25.86%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.38%	57.97K	2.36M	-11.96K	-17.10%
Mar 31, 2026	MARINER, LLC	0.19%	8.09K	328.66K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.23%	9.57K	377.65K	1.34K	+16.33%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-4.73K	-100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	0	-	-7	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	25	0	0
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	280	11.38K	-115	-29.11%
Mar 31, 2026	FMR LLC	0.01%	618	25.14K	238	+62.63%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.05%	2.19K	86.38K	-3.14K	-58.91%
Dec 31, 2025		0.23%	9.7K	416.19K	9.7K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.64%	69.93K	3M	11.99K	+20.69%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	645	27.66K	645	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-6.23K	-100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.13%	5.53K	237.19K	-3.25K	-37.01%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.13%	5.34K	230.31K	-1.83K	-25.54%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.12%	5.1K	218.73K	0	0
Dec 31, 2025	MATHER GROUP, LLC.	0.12%	5.15K	221.05K	-111	-2.11%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	4.73K	202.95K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	2.73K	117.13K	2.73K	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	395	16.94K	-34	-7.93%
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0%	193	8.27K	3	+1.58%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	7	301	7	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	27	1	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.76%	32.37K	1.39M	2.72K	+9.16%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.18%	7.6K	325.96K	7.6K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	5.29K	226.72K	1.85K	+53.99%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	3.01K	128.87K	3.01K	+100.00%
Dec 31, 2025	CWM, LLC	0.07%	2.85K	122K	36	+1.28%
Dec 31, 2025	BALLAST ADVISORS LLC	0.02%	948	40.66K	0	0
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-6.94K	-100.00%
Dec 31, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.14%	5.84K	250.47K	0	0
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	6.45K	276.55K	0	0
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.18%	7.34K	314.6K	7.34K	+100.00%
Dec 31, 2025	BETTERMENT LLC	0.18%	7.65K	328K	7.65K	+100.00%
Dec 31, 2025	MARINER, LLC	0.19%	8.09K	346.8K	8.09K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	8.23K	352.8K	624	+8.21%
Dec 31, 2025	CWC ADVISORS, LLC.	0.24%	10.01K	429.09K	7	+0.07%
Dec 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.29%	12K	514.66K	-178	-1.46%
Dec 31, 2025	ROYAL BANK OF CANADA	0.44%	18.73K	804K	156	+0.84%
Dec 31, 2025	UBS GROUP AG	0.46%	19.42K	832.73K	-495	-2.49%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	23.74K	1.02M	-28.03K	-54.14%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.81%	34.02K	1.46M	-1.21K	-3.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.13%	48.11K	2.06M	-7.89K	-14.08%
Dec 31, 2025	LPL FINANCIAL LLC	1.31%	54.99K	2.36M	8.2K	+17.54%
Dec 31, 2025	MORGAN STANLEY	1.65%	70.35K	3.02M	2.39K	+3.51%
Dec 31, 2025	INVERA WEALTH ADVISORS, LLC	2.71%	113.19K	4.85M	-6.33K	-5.29%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	4.42%	187.92K	8.06M	-6.08K	-3.14%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.04%	1.54K	66.22K	-5	-0.32%
Dec 31, 2025	STATE STREET CORP	22.92%	975.1K	41.82M	-16.5K	-1.66%
Dec 31, 2025	FMR LLC	0.01%	380	16.31K	264	+227.59%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	3.3K	141.32K	-116	-3.40%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	7.95K	340.97K	0	0
Dec 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.04%	1.64K	70.21K	0	0
Sep 30, 2025	CWC ADVISORS, LLC.	0.24%	10K	423.85K	-72	-0.72%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	7.17K	302.04K	-385	-5.10%
Sep 30, 2025	CWM, LLC	0.07%	2.81K	119K	-2	-0.07%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.37%	57.94K	2.46M	492	+0.86%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	8.78K	372.19K	1.44K	+19.59%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	7.95K	337.03K	0	0
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.16%	6.94K	294K	6.94K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	6.45K	273.36K	4	+0.06%
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-19.36K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.11%	46.79K	1.98M	473	+1.02%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.23%	51.77K	2.19M	51.77K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.61%	67.96K	2.88M	-2.71K	-3.83%
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	6.23K	264.11K	-716	-10.31%
Sep 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.29%	12.18K	516.25K	-167	-1.35%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	3.41K	144.61K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	3.43K	143.57K	117	+3.53%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	4.73K	200.61K	4.73K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.12%	5.1K	216.21K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	7.6K	319.51K	198	+2.67%
Sep 30, 2025	UBS GROUP AG	0.47%	19.91K	844.11K	1.66K	+9.10%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	29.65K	1.26M	-345	-1.15%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.84%	35.23K	1.49M	-1.24K	-3.40%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	4.6%	194K	8.22M	14.98K	+8.36%
Sep 30, 2025	STATE STREET CORP	23.52%	991.6K	42.04M	-117K	-10.55%
Sep 30, 2025	MATHER GROUP, LLC.	0.12%	5.27K	223.2K	-942	-15.18%
Sep 30, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.14%	5.84K	247.58K	0	0
Sep 30, 2025	INVERA WEALTH ADVISORS, LLC	2.84%	119.52K	5.07M	-4.71K	-3.79%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0%	190	8.05K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	429	18.2K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.44%	18.58K	788K	488	+2.70%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.33%	56K	2.37M	-1.64K	-2.85%
Sep 30, 2025	FMR LLC	0%	116	4.93K	0	0
Sep 30, 2025	BALLAST ADVISORS LLC	0.02%	948	40.19K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.04%	1.55K	65.67K	183	+13.40%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.04%	1.64K	69.4K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.89%	36.47K	1.44M	652	+1.82%
Jun 30, 2025	MORGAN STANLEY	1.72%	70.67K	2.79B	10.47K	+17.39%
Jun 30, 2025	FMR LLC	0%	116	4.59K	-31	-21.09%
Jun 30, 2025	JANE STREET GROUP, LLC	0.17%	6.95K	274.37K	6.95K	+100.00%
Jun 30, 2025	MATHER GROUP, LLC.	0.15%	6.21K	245.18K	41	+0.66%
Jun 30, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.14%	5.84K	230.68K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0.47%	19.36K	765K	19.36K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	18.09K	714K	-656	-3.50%
Jun 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.3%	12.35K	487.61K	-269	-2.13%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	7.95K	314.03K	0	0
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.18%	7.55K	295.66K	-26.28K	-77.68%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	7.4K	289.94K	2.27K	+44.22%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.18%	7.34K	289.98K	1.33K	+22.13%
Jun 30, 2025	INVERA WEALTH ADVISORS, LLC	3.03%	124.23K	4.91M	-2.32K	-1.83%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	30K	1.18M	422	+1.43%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.04%	1.64K	64.66K	-370	-18.44%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.03%	1.37K	53.95K	5	+0.37%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	6.44K	254.54K	0	0
Jun 30, 2025	FRANKLIN RESOURCES INC	0.12%	5.1K	201.45K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	3.41K	134.74K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	3.32K	130.99K	572	+20.85%
Jun 30, 2025	CWM, LLC	0.07%	2.81K	111K	1	+0.04%
Jun 30, 2025	BALLAST ADVISORS LLC	0.02%	948	37.45K	0	0
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	429	16.95K	0	0
Jun 30, 2025		0%	190	7.5K	190	+100.00%
Jun 30, 2025	STATE STREET CORP	27.05%	1.11M	43.79M	13.5K	+1.23%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	4.37%	179.02K	7.07M	6.7K	+3.89%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.41%	57.64K	2.28M	2.17K	+3.91%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.4%	57.45K	2.27M	568	+1.00%
Jun 30, 2025	LPL FINANCIAL LLC	1.13%	46.31K	1.83M	12.12K	+35.45%
Jun 30, 2025	CITADEL ADVISORS LLC	1.11%	45.51K	1.8B	39.84K	+703.12%
Jun 30, 2025	UBS GROUP AG	0.45%	18.25K	720.88K	-6.18K	-25.28%
Jun 30, 2025	CWC ADVISORS, LLC.	0.25%	10.07K	397.77K	-17	-0.17%
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0%	190	7.5K	190	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	6.44K	227.92K	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.16%	6.01K	212.61K	6.01K	+100.00%
Mar 31, 2025	FMR LLC	0%	147	5.21K	147	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	429	15.18K	0	0
Mar 31, 2025	BALLAST ADVISORS LLC	0.02%	948	33.53K	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.04%	1.36K	48.15K	272	+24.98%
Mar 31, 2025	MORGAN STANLEY	1.56%	60.2K	2.13M	1.75K	+2.99%
Mar 31, 2025	INVERA WEALTH ADVISORS, LLC	3.27%	126.55K	4.48M	-2.4K	-1.86%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	4.45%	172.33K	6.1M	6.95K	+4.21%
Mar 31, 2025	STATE STREET CORP	28.3%	1.1M	38.73M	79K	+7.77%
Mar 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.05%	2.01K	70.99K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	5.13K	181.59K	750	+17.11%
Mar 31, 2025	CITADEL ADVISORS LLC	0.15%	5.67K	200.41K	-3.76K	-39.89%
Mar 31, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.15%	5.84K	206.56K	0	0
Mar 31, 2025	MATHER GROUP, LLC.	0.16%	6.17K	218.09K	55	+0.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	2.74K	97.03K	105	+3.98%
Mar 31, 2025	CWM, LLC	0.07%	2.81K	99K	-26	-0.92%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	3.41K	120.65K	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0.13%	5.1K	180.39K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.88%	34.19K	1.21M	6.63K	+24.06%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.93%	35.82K	1.27M	-1.16K	-3.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.43%	55.47K	1.96M	3.69K	+7.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.47%	56.88K	2.01M	-1.03K	-1.77%
Mar 31, 2025	ULLAND INVESTMENT ADVISORS, LLC	0%	0	-	-13.4K	-100.00%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.21%	7.95K	281.19K	-286	-3.47%
Mar 31, 2025		0.26%	10.09K	356.78K	24	+0.24%
Mar 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.33%	12.61K	446.16K	-112	-0.88%
Mar 31, 2025	ROYAL BANK OF CANADA	0.48%	18.75K	663K	710	+3.94%
Mar 31, 2025	UBS GROUP AG	0.63%	24.43K	863.91K	-1.64K	-6.28%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.76%	29.58K	1.05M	22.7K	+330.24%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.87%	33.83K	1.2M	-9.7K	-22.29%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-72.3K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-165	-100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-14.44K	-100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-15.56K	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-175	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-6.06K	-100.00%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.26%	8.05K	272.12K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-13.82K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-34.86K	-100.00%
Mar 31, 2024	REGENTS OF THE UNIVERSITY OF CALIFORNIA	0%	0	-	-4.94M	-100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	27	911	27	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	176	5.95K	-100	-36.23%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	320	10.82K	320	+100.00%
Mar 31, 2024	BALLAST ADVISORS LLC	0.03%	872	29.47K	0	0
Mar 31, 2024	CWM, LLC	0.31%	9.71K	328K	7.32K	+306.15%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.4%	13.8K	466.44K	-19.27K	-58.28%
Mar 31, 2024	FINGERLAKES WEALTH MANAGEMENT, INC.	0.47%	14.85K	501.86K	-2	-0.01%
Mar 31, 2024	IDAHO TRUST BANK	0.47%	14.85K	501.86K	14.85K	+100.00%
Mar 31, 2024	ULLAND INVESTMENT ADVISORS, LLC	0.51%	16.12K	545K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	25.83K	872.89K	-946	-3.53%
Mar 31, 2024	LPL FINANCIAL LLC	0.77%	26.39K	892.01K	790	+3.09%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	1.11%	34.93K	1.11B	-322	-0.91%
Mar 31, 2024	INVERA WEALTH ADVISORS, LLC	1.64%	51.57K	1.66M	41.01K	+388.54%
Mar 31, 2024	UBS GROUP AG	1.69%	58.13K	1.96M	16.71K	+40.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.89%	99.48K	3.36M	33.45K	+50.66%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	-72	-100.00%
Mar 31, 2024	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.06%	2.01K	67.84K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	4.36K	147.5K	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.16%	5.1K	172.38K	0	0
Mar 31, 2024	MATHER GROUP, LLC.	0.18%	5.75K	182.28K	5.75K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	8.24K	278K	8.24K	+100.00%
Mar 31, 2024	MORGAN STANLEY	1.15%	39.71K	1.34M	1.44K	+3.76%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.2%	37.65K	1.27M	3.32K	+9.68%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.34%	46.3K	1.56M	4.07K	+9.65%
Mar 31, 2024	CITADEL ADVISORS LLC	1.35%	46.62K	1.58M	8.77K	+23.17%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.64%	56.38K	1.91M	1.22K	+2.22%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.15%	5.22K	176.4K	-1.17K	-18.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	4.62%	159.01K	5.37M	675	+0.43%
Mar 31, 2024	STATE STREET CORP	29.47%	1.02M	34.31M	-86K	-7.81%
Mar 31, 2024	ROYAL BANK OF CANADA	0.52%	17.89K	605K	440	+2.52%
Dec 31, 2023	JANE STREET GROUP, LLC	0.44%	34.86K	1.11M	-62.36K	-64.14%
Dec 31, 2023	MORGAN STANLEY	0.48%	38.27K	1.21M	-6.26K	-14.05%
Dec 31, 2023	UBS GROUP AG	0.52%	41.42K	1.31M	34.1K	+465.73%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.53%	42.23K	1.34M	1.85K	+4.59%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.69%	55.16K	1.75M	-763	-1.36%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.83%	66.03K	2.09M	2.85K	+4.51%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.98%	158.33K	5.02M	3.66K	+2.37%
Dec 31, 2023	STATE STREET CORP	13.79%	1.1M	34.91M	13K	+1.19%
Dec 31, 2023	REGENTS OF THE UNIVERSITY OF CALIFORNIA	61.85%	4.94M	156.61M	0	0
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	72	2.28M	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	175	5.55K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	276	8.75K	-169	-37.98%
Dec 31, 2023	BALLAST ADVISORS LLC	0.01%	872	27.64K	-31	-3.43%
Dec 31, 2023		0.03%	2.01K	63.62K	2.01K	+100.00%
Dec 31, 2023	CWM, LLC	0.03%	2.39K	76K	16	+0.67%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.05%	4.36K	138.34K	-23	-0.52%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.06%	5.1K	161.67K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.47%	37.85K	1.2M	37.85K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.08%	6.39K	202.5K	-253	-3.81%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.1%	8.05K	255.22K	-479	-5.62%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.17%	13.82K	436K	13.82K	+100.00%
Dec 31, 2023	FINGERLAKES WEALTH MANAGEMENT, INC.	0.19%	14.85K	470.74K	17	+0.11%
Dec 31, 2023	ULLAND INVESTMENT ADVISORS, LLC	0.2%	16.12K	511K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	17.45K	553K	157	+0.91%
Dec 31, 2023	LPL FINANCIAL LLC	0.32%	25.6K	811.55K	-10.48K	-29.05%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.41%	33.07K	1.05M	-7.93K	-19.33%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.43%	34.32K	1.09M	2.33K	+7.29%

Frequently Asked Questions