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

Who are the major shareholders selling Global X - Defense Tech ETF stock?

CETERA INVESTMENT ADVISERS, in the last quarter, reduced its stake in SHLD by -4.49% restricting it's holding to 624.68 thousand shares of worth nearly $37.30M. GLOBAL X JAPAN CO., LTD. also lessened -11.74% of the SHLD shares from its portfolio, reducing its holding to 689.06 thousand shares of worth $41.14M. ROYAL BANK OF CANADA also shunned SHLD shares holding by -14.45% last quarter which brought its holding to 699.35 thousand shares worth $41.76M.

Investors who are buying SHLD stock?

As per its latest 13F filing, WEST WEALTH GROUP, LLC increased its stake in SHLD by 27.95% in the last quarter. The institutional holder raised its holding to 204.92 thousand shares having worth more than $12.24M. PATTON ALBERTSON MILLER GROUP, LLC also added 16.52% more shares of SHLD to its portfolio, raising its holding to 224.45 thousand shares of worth $13.40M. BENJAMIN EDWARDS INC also increased its SHLD shares holding by 85.09% which brought its holding to 553.22 thousand shares worth $33.03M.

SHLD's major insiders: who are they?

The insider with the most stakes in SHLD is FAIRHOLME CAPITAL MANAGEMENT LLC , at the company. Additionally, SHLD stock is highly held by 10 percent owner BERKOWITZ BRUCE R and LAMPERT EDWARD S among others.

Did an insider recently sell SHLD stock?

Company executives, directors, and other insiders own N/A percent of Global X - Defense Tech ETF's stock. Within the last six months, there have been 0 transaction(s) in which SHLD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include LAMPERT EDWARD S, BERKOWITZ BRUCE R, and FAIRHOLME CAPITAL MANAGEMENT LLC.

Which insider recently purchased SHLD stock?

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

How much of SHLD does insiders own?

Around 0 Global X - Defense Tech ETF shares are held by insiders, which represents about N/A of SHLD stock.

Who is the insider with the largest stake?

SHLD , FAIRHOLME CAPITAL MANAGEMENT LLC holds the largest portfolio of the company's shares. SHLD shares owned by FAIRHOLME total nearly 28.84 million.

Which institution holds the most shares in SHLD?

WEST WEALTH GROUP, LLC is the largest institutional owner in SHLD which holds 204.92 thousand shares worth $12.24M or 0.3% of the total SHLD shares outstanding followed by PATTON ALBERTSON MILLER GROUP, LLC with ownership of 224.45 thousand shares representing 0.32% of the SHLD ownership. BENJAMIN EDWARDS INC is the third largest stakeholder with 553.22 thousand shares or 0.8% of the ownership worth more than $33.03M.

Is Global X - Defense Tech 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 SHLD is concerned, it is a stock which is optionable.

Is there a short position on SHLD's shares?

Number of SHLD 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 SHLD shares are there?

As of today, null shares of SHLD are outstanding.

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

SHLD 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 SHLD is null.

Global X - Defense Tech ETF (SHLD) 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. WEST WEALTH GROUP, LLC is the top corporate investor, holding 204.92K shares valued at $12.24M. A 0.3% stake in Global X - Defense Tech ETF is owned by the company. PATTON ALBERTSON MILLER GROUP, LLC owns 224.45K shares valued at $13.40M, which translates its holding of 0.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WEST WEALTH GROUP, LLC	0.3%	204.92K	12.24M	44.76K	+27.95%
Jun 30, 2026	PATTON ALBERTSON MILLER GROUP, LLC	0.32%	224.45K	13.4M	31.82K	+16.52%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.8%	553.22K	33.03M	254.33K	+85.09%
Jun 30, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.85%	587.49K	35.08M	117.88K	+25.10%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.9%	622.08K	37.14M	407.5K	+189.90%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.9%	624.68K	37.3M	-29.35K	-4.49%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.98%	675.46K	40.33M	193.45K	+40.13%
Jun 30, 2026	GLOBAL X JAPAN CO., LTD.	1%	689.06K	41.14M	-91.66K	-11.74%
Jun 30, 2026	ROYAL BANK OF CANADA	1.01%	699.35K	41.76M	-118.09K	-14.45%
Jun 30, 2026	JANE STREET GROUP, LLC	1.1%	763.02K	45.56M	-239.79K	-23.91%
Jun 30, 2026	SOFI WEALTH, LLC	1.19%	823.59K	49.18M	79.56K	+10.69%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.29%	892.48K	53.29M	121.54K	+15.76%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.44%	997.15K	59.54M	175.63K	+21.38%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.8%	1.24M	74.3M	141.67K	+12.85%
Jun 30, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	5.64%	3.9M	231.37M	-146.68K	-3.63%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	14.66%	10.13M	604.79M	552.79K	+5.77%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.53%	365.85K	21.84M	73.62K	+25.19%
Jun 30, 2026	CERITY PARTNERS LLC	0.56%	389.07K	23.23M	87.08K	+28.83%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.6%	413.51K	24.69M	-41.5K	-9.12%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.63%	435.07K	25.98M	-107.52K	-19.82%
Jun 30, 2026	ASCENT GROUP, LLC	0.64%	444.38K	26.53M	100.86K	+29.36%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	219.73K	13.12M	-23.6K	-9.70%
Jun 30, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.32%	220.19K	13.15M	11.88K	+5.70%
Jun 30, 2026		1.1%	759K	45.32M	-3K	-0.39%
Jun 30, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.25%	174.55K	11.16M	-5.21K	-2.90%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.26%	178.39K	10.65M	-35.43K	-16.57%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.27%	184.57K	11.02M	-123.75K	-40.14%
Jun 30, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	0.27%	187.09K	11.17M	187.09K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	198.99K	11.88M	116.44K	+141.04%
Jun 30, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.29%	202.34K	12.39M	47.39K	+30.58%
Jun 30, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	213.51K	12.53M	-5.25K	-2.40%
Jun 30, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.36%	245.63K	14.71M	245.63K	+100.00%
Jun 30, 2026	KWB WEALTH	0.3%	204.88K	12.23M	102.7K	+100.51%
Jun 30, 2026	UBS GROUP AG	1.05%	727.32K	43.43M	-87.13K	-10.70%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.37%	948.36K	56.63M	308.4K	+48.19%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.41%	973.44K	58.12M	394.7K	+68.20%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.7%	1.17M	70.02M	333.57K	+39.76%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.78%	1.23M	73.47M	248.09K	+25.25%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.97%	1.36M	81.37M	318.81K	+30.54%
Jun 30, 2026	BANK OF MONTREAL /CAN/	4.55%	3.14M	187.54M	362.71K	+13.06%
Jun 30, 2026	MORGAN STANLEY	5.26%	3.64M	217.07M	74.24K	+2.08%
Jun 30, 2026	JPMORGAN CHASE & CO	6.35%	4.39M	257.66M	624.22K	+16.58%
Jun 30, 2026	LPL FINANCIAL LLC	7.66%	5.29M	315.93M	319.98K	+6.44%
Jun 30, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	10.12%	6.99M	418.38M	2.35M	+50.48%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	214.46K	12.81M	-64.91K	-23.23%
Jun 30, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.38%	262.92K	15.7M	139.65K	+113.28%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	267.42K	15.97M	38.49K	+16.81%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.41%	281.54K	16.81M	-32.55K	-10.36%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.43%	295.52K	17.65M	246.64K	+504.58%
Jun 30, 2026	MEITAV INVESTMENT HOUSE LTD	0.47%	327.6K	19.56M	327.6K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.53%	364.56K	21.77M	154.41K	+73.48%
Jun 30, 2026	EQ LLC	0.28%	191.02K	11.41M	74.79K	+64.34%
Jun 30, 2026	MGO ONE SEVEN LLC	0.33%	227.85K	13.6M	52.94K	+30.27%
Jun 30, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.35%	243.24K	14.52M	49.62K	+25.63%
Jun 30, 2026	SHEPHERD FINANCIAL PARTNERS LLC	0.43%	297.51K	17.76M	68.97K	+30.18%
Jun 30, 2026	GOLDSTEIN ADVISORS, LLC	0.49%	335.54K	20.04M	92.07K	+37.82%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.52%	355.95K	21.25M	87.99K	+32.84%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.52%	358.06K	23.05M	144.02K	+67.29%
Jun 30, 2026	HENSHAW CAPITAL LLC	1.1%	759K	45.32M	-3K	-0.39%
Mar 31, 2026	PATTON ALBERTSON MILLER GROUP, LLC	0.28%	192.63K	13.65M	24.68K	+14.69%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.3%	210.15K	14.89M	33.24K	+18.79%
Mar 31, 2026	MORGAN STANLEY	5.15%	3.56M	252.27M	887.32K	+33.19%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	5.85%	4.04M	283.09M	1.27M	+45.68%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.79%	542.59K	38.44M	-273.49K	-33.51%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.4%	279.37K	19.79M	227.26K	+436.06%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.43%	298.89K	21.17M	-25.58K	-7.88%
Mar 31, 2026	CERITY PARTNERS LLC	0.44%	302K	21.39M	302K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.45%	308.32K	21.84M	173.23K	+128.23%
Mar 31, 2026	ROYAL BANK OF CANADA	1.18%	817.43K	57.91M	271.96K	+49.86%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.31%	214.04K	15.16M	113.48K	+112.85%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.84%	578.74K	41M	68.24K	+13.37%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.31%	214.58K	15.2M	137.88K	+179.76%
Mar 31, 2026	SCHRODER INVESTMENT MANAGEMENT GROUP	0.32%	218.76K	14.94M	218.76K	+100.00%
Mar 31, 2026	SHEPHERD FINANCIAL PARTNERS LLC	0.33%	228.54K	16.19M	66.07K	+40.66%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	228.94K	16.22M	53.49K	+30.49%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	243.33K	17.24M	63.21K	+35.09%
Mar 31, 2026	GOLDSTEIN ADVISORS, LLC	0.35%	243.47K	17.25M	81.68K	+50.48%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.39%	267.96K	18.98M	101.87K	+61.33%
Mar 31, 2026	PORTFOLIO STRATEGIES, INC.	0.4%	277.73K	19.68M	263.41K	+1,840.24%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.42%	292.23K	20.7M	98.17K	+50.59%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.45%	314.09K	22.25M	87.62K	+38.69%
Mar 31, 2026	ASCENT GROUP, LLC	0.5%	343.52K	24.33M	109.58K	+46.84%
Mar 31, 2026	BENSLER, LLC	0.59%	409.77K	29.03M	77.29K	+23.25%
Mar 31, 2026	GLOBAL X JAPAN CO., LTD.	1.13%	780.72K	55.31M	780.72K	+100.00%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0.21%	145.44K	10.3M	54.51K	+59.94%
Mar 31, 2026	POTENTIA WEALTH	0.22%	152.34K	10.79M	-11.65K	-7.10%
Mar 31, 2026	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.22%	152.62K	10.81M	63.35K	+70.96%
Mar 31, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.22%	154.95K	10.46M	66.17K	+74.54%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.29%	198.55K	14.07M	-98.5K	-33.16%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	157.84K	11.18M	42.21K	+36.50%
Mar 31, 2026	WEST WEALTH GROUP, LLC	0.23%	160.16K	11.35M	26.55K	+19.87%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.24%	168.34K	11.93M	23.87K	+16.52%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.25%	169.87K	12.03M	68.49K	+67.55%
Mar 31, 2026	MGO ONE SEVEN LLC	0.25%	174.91K	12.39M	56.17K	+47.31%
Mar 31, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.3%	208.31K	14.76M	2.41K	+1.17%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.31%	213.81K	15.15M	105.83K	+98.01%
Mar 31, 2026	UBS GROUP AG	1.18%	814.45K	57.7M	472K	+137.83%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.21%	839.04K	59.44M	245.24K	+41.30%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.42%	982.37K	69.59M	433.68K	+79.04%
Mar 31, 2026	JANE STREET GROUP, LLC	1.45%	1M	71.04M	945.58K	+1,652.37%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.51%	1.04M	73.95M	391.4K	+59.98%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.6%	1.1M	78.12M	520.2K	+89.29%
Mar 31, 2026	CLAL INSURANCE ENTERPRISES HOLDINGS LTD	2.46%	1.7M	120.43M	1.7M	+100.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	4.02%	2.78M	196.8M	2.53M	+1,039.26%
Mar 31, 2026	JPMORGAN CHASE & CO	5.45%	3.77M	257.16M	1.28M	+51.22%
Mar 31, 2026	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	6.72%	4.65M	329.08M	2.8M	+151.06%
Mar 31, 2026	LPL FINANCIAL LLC	7.19%	4.97M	352.15M	1.31M	+35.89%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.66%	455.02K	32.23M	51.76K	+12.84%
Mar 31, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.68%	469.61K	33.27M	94.84K	+25.31%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.7%	482.01K	34.15M	106.23K	+28.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.19%	821.52K	58.2M	132.1K	+19.16%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.93%	639.97K	45.34M	313.79K	+96.20%
Mar 31, 2026	SOFI WEALTH, LLC	1.08%	744.04K	52.71M	-46.04K	-5.83%
Mar 31, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.28%	193.62K	13.72M	27.53K	+16.57%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.26%	179.76K	13.19M	72.28K	+67.25%
Mar 31, 2026		0.29%	198.25K	14.04M	26.01K	+15.10%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.95%	654.03K	46.33M	141.37K	+27.58%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.12%	770.95K	54.61M	224.58K	+41.10%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	13.86%	9.58M	678.36M	2.26M	+30.93%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.22%	150.54K	9.75M	43.55K	+40.70%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.48%	330.67K	21.42M	-68.55K	-17.17%
Dec 31, 2025	FULLERTON FUND MANAGEMENT CO LTD.	0.47%	327.72K	21.23M	327.72K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.79%	546.37K	35.4M	45.62K	+9.11%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.33%	226.47K	14.67M	23K	+11.31%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	115.63K	7.49M	32.21K	+38.60%
Dec 31, 2025	WJ WEALTH MANAGEMENT, LLC	0.16%	112.9K	7.32M	75	+0.07%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	0.16%	110.41K	7.16M	-12.67K	-10.30%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.16%	108.87K	7.05M	409	+0.38%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.26%	176.91K	11.46M	60.18K	+51.56%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.24%	166.09K	10.76M	35.6K	+27.28%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.35%	243.85K	15.8M	83.56K	+52.13%
Dec 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.24%	166.09K	10.76M	11.09K	+7.15%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	4.02%	2.78M	180.41M	546.08K	+24.49%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.34%	232K	4.99M	167.7K	+260.82%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.28%	194.06K	12.57M	30.22K	+18.44%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	180.12K	11.67M	13.42K	+8.05%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	175.45K	11.37M	-29.52K	-14.40%
Dec 31, 2025	PATTON ALBERTSON MILLER GROUP, LLC	0.24%	167.95K	10.88M	167.95K	+100.00%
Dec 31, 2025	POTENTIA WEALTH	0.24%	163.99K	10.62M	-25.99K	-13.68%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.54%	375.78K	24.35M	67.5K	+21.89%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	10.58%	7.31M	473.86M	976.46K	+15.41%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1%	689.42K	44.67M	92.81K	+15.56%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.86%	593.8K	38.47M	128.25K	+27.55%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	582.56K	37.74M	88.74K	+17.97%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.79%	548.69K	35.55M	45.62K	+9.07%
Dec 31, 2025	ROYAL BANK OF CANADA	0.79%	545.47K	35.34M	-358.2K	-39.64%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.74%	512.66K	33.22M	103.2K	+25.20%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.74%	510.5K	33.08M	27.9K	+5.78%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.58%	403.25K	26.13M	11.4K	+2.91%
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.54%	374.78K	24.28M	18.55K	+5.21%
Dec 31, 2025	UBS GROUP AG	0.5%	342.45K	22.19M	9.6K	+2.89%
Dec 31, 2025	BENSLER, LLC	0.48%	332.48K	21.54M	332.48K	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.47%	326.18K	21.13M	162.08K	+98.77%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.47%	324.48K	21.02M	-8.55K	-2.57%
Dec 31, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.24%	162.48K	10.53M	11.59K	+7.68%
Dec 31, 2025	GOLDSTEIN ADVISORS, LLC	0.23%	161.8K	10.48M	4.7K	+2.99%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	144.47K	9.36M	17.87K	+14.12%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.2%	135.09K	8.75M	19.52K	+16.89%
Dec 31, 2025	WEST WEALTH GROUP, LLC	0.19%	133.6K	8.66M	11.42K	+9.35%
Dec 31, 2025	OAK FAMILY ADVISORS, LLC	0.19%	132.31K	8.57M	-2.32K	-1.72%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.19%	131.44K	8.52M	-1.79K	-1.34%
Dec 31, 2025	BECK CAPITAL MANAGEMENT, LLC	0.19%	129.44K	8.39M	-32.99K	-20.31%
Dec 31, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.18%	125.84K	8.15M	1.18K	+0.94%
Dec 31, 2025	MA PRIVATE WEALTH	0.17%	120.71K	7.82M	120.71K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.17%	118.74K	7.69M	53.98K	+83.35%
Dec 31, 2025	STERLING MANOR FINANCIAL, LLC	0.17%	117.25K	7.6M	1.32K	+1.14%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.43%	297.05K	19.25M	252.89K	+572.67%
Dec 31, 2025	ASCENT GROUP, LLC	0.34%	233.93K	15.16M	9.88K	+4.41%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.31%	213.82K	13.85M	12.56K	+6.24%
Dec 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.3%	205.91K	13.34M	2.8K	+1.38%
Dec 31, 2025	LPL FINANCIAL LLC	5.29%	3.66M	237.02M	466.77K	+14.63%
Dec 31, 2025	MORGAN STANLEY	3.87%	2.67M	173.24M	334.22K	+14.29%
Dec 31, 2025	JPMORGAN CHASE & CO	3.6%	2.49M	161.32M	190.39K	+8.28%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	2.68%	1.85M	120.08M	1.85M	+698,113.21%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.18%	816.08K	53.08M	145.35K	+21.67%
Dec 31, 2025	SOFI WEALTH, LLC	1.14%	790.08K	51.19M	219.88K	+38.56%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.94%	652.5K	42.28M	89.43K	+15.88%
Dec 31, 2025		0.91%	627.23K	40.64M	627.23K	+100.00%
Dec 31, 2025	EQ LLC	0.16%	107.99K	7M	19.48K	+22.01%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.16%	107.98K	7M	35.13K	+48.21%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.67%	503.07K	35.34M	498.32K	+10,495.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	493.82K	34.69M	66K	+15.43%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	203.46K	14.29M	-20.04K	-8.97%
Sep 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.27%	203.11K	14.27M	174.46K	+608.93%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.27%	201.26K	14.14M	201.26K	+100.00%
Sep 30, 2025	POTENTIA WEALTH	0.25%	189.98K	13.34M	189.98K	+100.00%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.25%	185.77K	13.05M	185.77K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	166.7K	11.71M	-7.87K	-4.51%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.22%	163.84K	11.51M	163.84K	+100.00%
Sep 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.15%	112.83K	7.71M	-32.44K	-22.33%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	126.59K	8.89M	54.81K	+76.35%
Sep 30, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.2%	150.89K	10.6M	150.89K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.21%	160.29K	11.26M	153.15K	+2,145.20%
Sep 30, 2025	BECK CAPITAL MANAGEMENT, LLC	0.22%	162.43K	11.41M	-1.27K	-0.77%
Sep 30, 2025	JPMORGAN CHASE & CO	3.05%	2.3M	161.51M	2.01M	+687.91%
Sep 30, 2025	STERLING MANOR FINANCIAL, LLC	0.15%	115.93K	8.14M	-7.18K	-5.83%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.17%	130.5K	9.17M	130.5K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.64%	482.6K	33.9M	-3.87K	-0.79%
Sep 30, 2025	KELLY FINANCIAL SERVICES LLC	0.13%	95.61K	6.72M	95.61K	+100.00%
Sep 30, 2025	BUTTONWOOD FINANCIAL GROUP, LLC	0.14%	106.71K	7.52M	106.71K	+100.00%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.14%	106.99K	7.52M	6.3K	+6.25%
Sep 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.14%	107.68K	7.56M	107.68K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.15%	116.72K	8.2M	112.44K	+2,627.81%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	0.16%	123.09K	8.65M	-16K	-11.50%
Sep 30, 2025	GOLDSTEIN ADVISORS, LLC	0.21%	157.1K	11.03M	157.1K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.62%	465.55K	32.7M	386.21K	+486.84%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.41%	308.29K	21.65M	286.5K	+1,314.74%
Sep 30, 2025	ASCENT GROUP, LLC	0.3%	224.05K	15.74M	224.05K	+100.00%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.53%	399.22K	28.04M	65.56K	+19.65%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.52%	391.86K	27.52M	246.21K	+169.04%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.44%	333.02K	23.39M	-48.85K	-12.79%
Sep 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.21%	155.01K	10.89M	56.61K	+57.53%
Sep 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.17%	124.67K	8.76M	5.02K	+4.20%
Sep 30, 2025	WEST WEALTH GROUP, LLC	0.16%	122.18K	8.15M	122.18K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.15%	115.57K	8.12M	20.26K	+21.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	204.97K	14.4M	100.89K	+96.94%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	164.1K	11.53M	158.39K	+2,774.84%
Sep 30, 2025	MORGAN STANLEY	3.11%	2.34M	164.33M	628.34K	+36.72%
Sep 30, 2025	LPL FINANCIAL LLC	4.24%	3.19M	224.17M	1.2M	+59.92%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.12%	90.61K	6.19M	90.61K	+100.00%
Sep 30, 2025	SHARKEY, HOWES & JAVER	0.12%	90.14K	6.33M	-2.44K	-2.63%
Sep 30, 2025	EQ LLC	0.12%	88.51K	6.22M	88.51K	+100.00%
Sep 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.11%	86.32K	6.06M	86.32K	+100.00%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.11%	84K	5.9M	84K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	83.43K	5.86M	37.83K	+82.98%
Sep 30, 2025	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.11%	83.37K	5.86M	83.37K	+100.00%
Sep 30, 2025	FINANCIALLY SPEAKING INC	0.11%	80.52K	5.66M	-8.06K	-9.10%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.11%	79.12K	5.56M	79.12K	+100.00%
Sep 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.1%	76.66K	5.38M	2.01K	+2.69%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.1%	76.54K	5.38M	76.54K	+100.00%
Sep 30, 2025	JAMES INVESTMENT RESEARCH INC	0.1%	75.3K	5.29M	1.28K	+1.73%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.66%	500.74K	35.17M	454.03K	+972.04%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	2.96%	2.23M	155.42M	1.17M	+109.68%
Sep 30, 2025	ROYAL BANK OF CANADA	1.2%	903.67K	63.47M	204.45K	+29.24%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.54%	409.46K	28.76M	155.93K	+61.51%
Sep 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.47%	356.22K	25.02M	356.22K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.44%	332.85K	23.38M	190.61K	+134.01%
Sep 30, 2025	CAXTON ASSOCIATES LLP	0.2%	147.36K	10.35M	147.36K	+100.00%
Sep 30, 2025	OAK FAMILY ADVISORS, LLC	0.18%	134.62K	9.46M	-18.39K	-12.02%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.18%	133.22K	9.36M	-27.54K	-17.13%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	108.83K	7.64M	79.1K	+266.02%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.14%	108.46K	7.62M	74.53K	+219.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.41%	6.34M	445.13M	2.81M	+79.91%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.89%	670.73K	47.11M	175.12K	+35.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	596.61K	37.47M	224.01K	+60.12%
Sep 30, 2025	SOFI WEALTH, LLC	0.76%	570.2K	40.05M	570.2K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	563.07K	39.55M	438.83K	+353.22%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	427.82K	25.78M	-548.07K	-56.16%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.1%	55.56K	3.35M	-2.61K	-4.49%
Jun 30, 2025	HERBST GROUP, LLC	0.11%	58.56K	3.53M	3.05K	+5.49%
Jun 30, 2025	OPPENHEIMER & CO INC	0.12%	62.15K	3.74M	12.6K	+25.41%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	65.9K	3.97M	53.6K	+435.77%
Jun 30, 2025	FINANCIAL SENSE ADVISORS, INC.	0.12%	66.62K	4.01M	18.84K	+39.44%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	71.79K	4.33M	63.57K	+773.40%
Jun 30, 2025	JAMES INVESTMENT RESEARCH INC	0.14%	74.02K	4.46M	26.47K	+55.68%
Jun 30, 2025	STONECREST WEALTH MANAGEMENT, INC.	0.14%	74.65K	4.5M	74.65K	+100.00%
Jun 30, 2025	PRUDENTIAL PLC	0.14%	74.8K	4.51M	-6.3K	-7.77%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.14%	76.9K	4.63M	76.9K	+100.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.15%	79.33K	4.78M	-85.72K	-51.93%
Jun 30, 2025		0.17%	88.58K	5.34M	88.58K	+100.00%
Jun 30, 2025	SHARKEY, HOWES & JAVER	0.17%	92.57K	5.58M	3.94K	+4.45%
Jun 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.17%	92.69K	5.58M	-7.96K	-7.91%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.18%	95.31K	5.74M	61.73K	+183.80%
Jun 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.18%	98.4K	5.93M	-10.41K	-9.57%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.19%	100.69K	6.07M	100.69K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	104.08K	6.27M	49.8K	+91.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	372.6K	22.45M	196.03K	+111.03%
Jun 30, 2025	OAK FAMILY ADVISORS, LLC	0.29%	153.01K	9.22M	89.35K	+140.34%
Jun 30, 2025	SMI ADVISORY SERVICES, LLC	0.3%	159.86K	9.72M	159.86K	+100.00%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.63%	333.67K	20.11M	333.67K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.72%	381.88K	23.01M	-124.96K	-24.66%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.1%	52.71K	3.18M	45.63K	+644.24%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.91%	486.46K	29.31M	-141.62K	-22.55%
Jun 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.22%	119.64K	7.21M	119.64K	+100.00%
Jun 30, 2025	STERLING MANOR FINANCIAL, LLC	0.23%	123.11K	7.42M	-25.11K	-16.94%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	124.24K	7.49M	59.46K	+91.79%
Jun 30, 2025	PHOENIX HOLDINGS LTD.	0.26%	139.09K	8.38M	8.53K	+6.53%
Jun 30, 2025	UBS GROUP AG	0.27%	142.24K	8.57M	-73.36K	-34.03%
Jun 30, 2025	WJ WEALTH MANAGEMENT, LLC	0.27%	145.27K	8.75M	145.27K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.27%	145.65K	8.78M	143.37K	+6,288.03%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	223.5K	13.47M	131.09K	+141.85%
Jun 30, 2025	MARKS WEALTH, LLC	0.43%	230.92K	13.91M	230.92K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.93%	495.61K	29.86M	495.61K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.1%	55.6K	3.35B	55.5K	+55,500.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.3%	161.97K	9.76B	161.97K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.31%	699.23K	42.13M	187.09K	+36.53%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.99%	1.06M	63.39M	823.01K	+342.13%
Jun 30, 2025	MORGAN STANLEY	3.21%	1.71M	103.1B	950K	+124.79%
Jun 30, 2025	LPL FINANCIAL LLC	3.74%	2M	120.24M	832.86K	+71.62%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.3%	160.76K	9.69M	-58.61K	-26.72%
Jun 30, 2025	BECK CAPITAL MANAGEMENT, LLC	0.31%	163.7K	9.86M	57.1K	+53.57%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	174.57K	10.52M	78.53K	+81.78%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.48%	253.52K	15.27M	166.03K	+189.77%
Jun 30, 2025	JPMORGAN CHASE & CO	0.55%	291.85K	17.58M	195.25K	+202.12%
Jun 30, 2025	PARKER INVESTMENT MANAGEMENT, LLC	0.6%	319.97K	19.28M	319.97K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.61%	3.52M	212.23M	1.5M	+74.09%
Jun 30, 2025	JANE STREET GROUP, LLC	0.6%	320K	19.28M	197.72K	+161.70%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	48.44K	2.92M	8.86K	+22.39%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	45.59K	2.75M	45.59K	+100.00%
Jun 30, 2025	FINANCIALLY SPEAKING INC	0.17%	88.58K	5.34M	88.58K	+100.00%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	49.27K	2.97M	49.27K	+100.00%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.07%	23.04K	1.07M	5.97K	+35.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.13%	975.89K	45.43M	51.36K	+5.56%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	64.78K	3.02M	38.04K	+142.28%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	92.41K	4.3M	-4.34K	-4.48%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.53%	165.05K	7.68M	18.01K	+12.25%
Mar 31, 2025	UBS GROUP AG	0.69%	215.6K	10.04M	215.6K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	3.73%	1.16M	54.13M	863.12K	+287.99%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.77%	240.55K	11.19M	169.47K	+238.41%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.01%	628.09K	29.24M	605.65K	+2,699.84%
Mar 31, 2025	BENJAMIN EDWARDS INC	1.63%	506.84K	23.59M	506.84K	+100.00%
Mar 31, 2025	PORTSIDE WEALTH GROUP, LLC	0.14%	42.56K	1.59M	0	0
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.15%	47K	2.19M	10K	+27.03%
Mar 31, 2025	JAMES INVESTMENT RESEARCH INC	0.15%	47.55K	2.21M	34.92K	+276.43%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	176.56K	8.22M	69.11K	+64.31%
Mar 31, 2025	ROYAL BANK OF CANADA	1.64%	512.14K	23.84M	398.34K	+350.06%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.49%	2.02M	94.19M	1.81M	+854.37%
Mar 31, 2025	CITADEL ADVISORS LLC	0.07%	22.08K	1.03M	5.74K	+35.09%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	23.02K	1.07M	11.38K	+97.82%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	24.54K	882.77K	24.54K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	32.25K	1.5M	-60.21K	-65.12%
Mar 31, 2025	JPMORGAN CHASE & CO	0.31%	96.6K	4.5M	96.6K	+100.00%
Mar 31, 2025	OAK FAMILY ADVISORS, LLC	0.2%	63.67K	2.96M	3.29K	+5.44%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.7%	219.37K	10.21M	219.37K	+100.00%
Mar 31, 2025	TERRA NOVA ASSET MANAGEMENT LLC	0.07%	23.09K	1.07M	23.09K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	39.58K	1.84M	7.94K	+25.08%
Mar 31, 2025		0.14%	45K	326	45K	+100.00%
Mar 31, 2025	FINANCIAL SENSE ADVISORS, INC.	0.15%	47.78K	2.22M	47.78K	+100.00%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.08%	26.1K	1.21M	3.72K	+16.63%
Mar 31, 2025	Y.D. MORE INVESTMENTS LTD	0.07%	22K	1.02M	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	28.1K	1.31M	28K	+27,182.52%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	33.58K	1.56M	33.58K	+100.00%
Mar 31, 2025	BANK HAPOALIM BM	0.11%	34.69K	1.62M	360	+1.05%
Mar 31, 2025	KEEL POINT, LLC	0.13%	40.06K	1.86M	40.06K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.16%	49.56K	2.31M	12.26K	+32.86%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	54.28K	2.53M	7.63K	+16.36%
Mar 31, 2025	PRUDENTIAL PLC	0.26%	81.1K	3.78M	-21.2K	-20.72%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	87.49K	4.07M	26.44K	+43.31%
Mar 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.35%	108.81K	5.06M	108.81K	+100.00%
Mar 31, 2025	PHOENIX HOLDINGS LTD.	0.42%	130.56K	6.08M	-18.25K	-12.27%
Mar 31, 2025	STERLING MANOR FINANCIAL, LLC	0.48%	148.22K	6.9M	-27.53K	-15.66%
Mar 31, 2025	BECK CAPITAL MANAGEMENT, LLC	0.34%	106.6K	4.96M	5.25K	+5.18%
Mar 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.32%	100.65K	4.69M	100.65K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	96.03K	4.47M	-71.54K	-42.69%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.31%	98.12K	4.57M	62.53K	+175.73%
Mar 31, 2025	JANE STREET GROUP, LLC	0.39%	122.28K	5.69M	-216.86K	-63.94%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.19%	58.17K	2.18M	0	0
Mar 31, 2025	SHARKEY, HOWES & JAVER	0.28%	88.63K	4.13M	-2.02K	-2.23%
Mar 31, 2025	MORGAN STANLEY	2.44%	761.27K	35.44M	559.68K	+277.63%
Mar 31, 2025	HERBST GROUP, LLC	0.18%	55.51K	2.58M	55.51K	+100.00%

Insiders

Among the SHLD insiders holding of N/A of the stake in company, FAIRHOLME CAPITAL MANAGEMENT LLC, , holds the largest shares of 28.84M. BERKOWITZ BRUCE R, 10 percent owner, is the second largest SHLD insider with ownership of 490.32K shares. LAMPERT EDWARD S, , stands third with possession of 0 shares of that stake.

Insiders	Designation	Shares Held
FAIRHOLME CAPITAL MANAGEMENT LLC		28.84M
BERKOWITZ BRUCE R	10 percent owner	490.32K
LAMPERT EDWARD S		0
BALAGNA JEFFREY A	EVP	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 01, 2019	LAMPERT EDWARD S	PURCHASE	0.00	0	-	0
Jan 28, 2019	LAMPERT EDWARD S	SALE	0.00	0	-	0
Oct 10, 2018	BERKOWITZ BRUCE R	SALE	0.42	46.9K	19.7K	490.32K
Oct 09, 2018	BERKOWITZ BRUCE R	SALE	0.59	10.1K	5.96K	537.22K
Oct 08, 2018	BERKOWITZ BRUCE R	SALE	0.61	12.7K	7.75K	547.32K
Oct 05, 2018	BERKOWITZ BRUCE R	SALE	0.65	25.7K	16.71K	560.02K
Oct 03, 2018	BERKOWITZ BRUCE R	SALE	0.83	1.6K	1.33K	1.13M
Oct 02, 2018	BERKOWITZ BRUCE R	SALE	0.82	19.4K	15.91K	585.72K
Oct 01, 2018	BERKOWITZ BRUCE R	SALE	0.83	42.4K	35.19K	605.12K
Aug 27, 2018	BERKOWITZ BRUCE R	SALE	1.10	32K	35.22K	1.25M
Aug 24, 2018	BERKOWITZ BRUCE R	SALE	1.11	72K	80.1K	647.52K
Aug 23, 2018	BERKOWITZ BRUCE R	SALE	1.13	1.2K	1.35K	1.38M
Aug 22, 2018	BERKOWITZ BRUCE R	SALE	1.19	123.6K	146.55K	1.39M
Aug 21, 2018	BERKOWITZ BRUCE R	SALE	1.24	80K	98.83K	719.52K
Jan 26, 2018	BERKOWITZ BRUCE R	SALE	2.53	1.27M	3.2M	18.81M
Jan 25, 2018	BERKOWITZ BRUCE R	SALE	2.86	350.7K	1M	20.14M
Jan 11, 2018	BERKOWITZ BRUCE R	SALE	3.45	567.6K	1.96M	20.49M
Jan 10, 2018	BERKOWITZ BRUCE R	SALE	3.31	1.44M	4.77M	21.06M
Jan 09, 2018	BERKOWITZ BRUCE R	SALE	3.33	355.2K	1.18M	23.48M
Jan 08, 2018	BERKOWITZ BRUCE R	SALE	3.43	415.7K	1.43M	23.83M
Nov 14, 2017	BERKOWITZ BRUCE R	SALE	3.85	63.1K	242.94K	24.25M
Nov 13, 2017	BERKOWITZ BRUCE R	SALE	4.26	5.3K	22.58K	24.71M
Nov 10, 2017	BERKOWITZ BRUCE R	SALE	4.62	24.9K	115.04K	26.89M
Nov 09, 2017	BERKOWITZ BRUCE R	SALE	4.61	19.7K	90.82K	27.07M
Mar 27, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.45	6.38K	53.88K	28.84M
Mar 24, 2017	LAMPERT EDWARD S	PURCHASE	8.39	19.95K	167.43K	31.84M
Mar 24, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.40	48.32K	405.92K	28.83M
Mar 23, 2017	LAMPERT EDWARD S	PURCHASE	8.07	178.11K	1.44M	31.82M
Mar 23, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.05	224.2K	1.8M	28.78M
Mar 22, 2017	LAMPERT EDWARD S	PURCHASE	7.83	327.88K	2.57M	31.64M
Mar 22, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	7.87	376.2K	2.96M	28.52M
Mar 21, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	9.00	150K	1.35M	28.14M
Mar 20, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.99	6.7K	60.23K	27.99M
Mar 17, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.86	78.4K	694.62K	27.98M
Mar 16, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.76	64.5K	565.02K	27.9M
Mar 15, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.75	79.2K	693K	27.84M
Mar 14, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.82	197.7K	1.74M	27.76M
Mar 10, 2017	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	8.33	84.2K	701.39K	27.56M
Dec 22, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	9.43	8.7K	82.04K	27.64M
Dec 09, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	3.13K	80.45K	6.7M
Dec 08, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	12.70	21.4K	271.78K	27.68M
Oct 07, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	1.41K	36.14K	6.71M
Aug 11, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	299	7.68K	6.72M
Jun 23, 2016	BALAGNA JEFFREY A	SALE	13.82	7.64K	105.63K	0
Jun 13, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	12.12	105.3K	1.28M	27.79M
Jun 10, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	12.50	41.4K	517.5K	27.64M
Jun 09, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	12.92	76K	981.92K	27.6M
Jun 08, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.26	21K	278.46K	27.52M
Jun 07, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.50	144.1K	1.95M	27.5M
Jun 06, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.00	17.7K	230.1K	27.36M
Jun 03, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.00	98.8K	1.28M	27.34M
Jun 01, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	12.48	14.9K	185.95K	27.24M
May 31, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.17	6.7K	88.24K	26.78M
May 27, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	13.30	270.6K	3.6M	26.77M
Apr 11, 2016	LAMPERT EDWARD S	PURCHASE	14.40	1.92K	27.7K	31.05M
Apr 08, 2016	LAMPERT EDWARD S	PURCHASE	14.34	55.34K	793.57K	31.04M
Apr 07, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	3.79K	97.43K	6.73M
Apr 06, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	800	20.55K	6.73M
Mar 31, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	PURCHASE	15.20	50K	760K	26.53M
Mar 30, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	15.15	58.2K	881.73K	26.43M
Mar 29, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	14.86	75.2K	1.12M	26.44M
Mar 28, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	14.97	23.5K	351.8K	26.51M
Mar 24, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	15.12	46.1K	697.03K	26.53M
Mar 24, 2016	LAMPERT EDWARD S	PURCHASE	14.85	18.62K	276.62K	30.97M
Mar 23, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	15.01	53.4K	801.53K	26.58M
Mar 22, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	2.89K	74.13K	6.73M
Mar 22, 2016	LAMPERT EDWARD S	PURCHASE	14.74	49.65K	731.8K	30.95M
Mar 21, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	15.56	35.7K	555.49K	26.66M
Mar 18, 2016	FAIRHOLME CAPITAL MANAGEMENT LLC	SALE	25.69	12.1K	310.8K	6.73M

Frequently Asked Questions