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

Who are the major shareholders selling Global X - SuperDividend REIT ETF stock?

FOUNDERS FINANCIAL ALLIANCE, LLC, in the last quarter, reduced its stake in SRET by -3.08% restricting it's holding to 2.14 thousand shares of worth nearly $48.48K. STANCE CAPITAL LLC also lessened -100% of the SRET shares from its portfolio, reducing its holding to 0 shares of worth -. WESTERN WEALTH MANAGEMENT, LLC also shunned SRET shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying SRET stock?

As per its latest 13F filing, MERCER GLOBAL ADVISORS INC /ADV increased its stake in SRET by 100% in the last quarter. The institutional holder raised its holding to 460 shares having worth more than $10.43K. SILVER GROVE FINANCIAL GROUP, INC. also added 100% more shares of SRET to its portfolio, raising its holding to 3 shares of worth $59.00. SHP WEALTH MANAGEMENT also increased its SRET shares holding by 100% which brought its holding to 228 shares worth $5.18K.

SRET's major insiders: who are they?

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

Did an insider recently sell SRET stock?

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

Which insider recently purchased SRET stock?

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

How much of SRET does insiders own?

Around 0 Global X - SuperDividend REIT ETF shares are held by insiders, which represents about N/A of SRET stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SRET?

MERCER GLOBAL ADVISORS INC /ADV is the largest institutional owner in SRET which holds 460 shares worth $10.43K or 0% of the total SRET shares outstanding followed by TRIUMPH CAPITAL MANAGEMENT with ownership of 500 shares representing 0% of the SRET ownership. FOUNDERS FINANCIAL ALLIANCE, LLC is the third largest stakeholder with 2.14 thousand shares or 0.02% of the ownership worth more than $48.48K.

Is Global X - SuperDividend REIT 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 SRET is concerned, it is a stock which is optionable.

Is there a short position on SRET's shares?

Number of SRET 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 SRET shares are there?

As of today, null shares of SRET are outstanding.

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

SRET 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 SRET is null.

Global X - SuperDividend REIT ETF (SRET) 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. MERCER GLOBAL ADVISORS INC /ADV is the top corporate investor, holding 460 shares valued at $10.43K. A 0% stake in Global X - SuperDividend REIT ETF is owned by the company. TRIUMPH CAPITAL MANAGEMENT owns 500 shares valued at $11.34K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	460	10.43K	460	+100.00%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	500	11.34K	0	0
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	2.14K	48.48K	-68	-3.08%
Jun 30, 2026	CREWS BANK & TRUST	0.03%	3.18K	72.09K	0	0
Jun 30, 2026	STANCE CAPITAL LLC	0%	0	-	-374	-100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-600	-100.00%
Jun 30, 2026	SILVER GROVE FINANCIAL GROUP, INC.	0%	3	59	3	+100.00%
Jun 30, 2026	SHP WEALTH MANAGEMENT	0%	228	5.18K	228	+100.00%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0.01%	561	12.72K	561	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-30.5K	-100.00%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.05%	4.75K	107.68K	0	0
Jun 30, 2026	SYKON CAPITAL LLC	0.09%	9.21K	208.7K	9.21K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	9.89K	224.19K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	15.38K	349K	2.97K	+23.89%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.16%	16.45K	372.82K	4.08K	+32.95%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.17%	17.68K	400.77K	17.68K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	19.37K	439K	19.37K	+100.00%
Jun 30, 2026	D.A. DAVIDSON & CO.	0%	0	-	-23.71K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	1	23	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	7	159	7	+100.00%
Jun 30, 2026		0%	3	59	3	+100.00%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.2%	20.63K	467.71K	-670	-3.15%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.47%	47.95K	1.09M	407	+0.86%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	48.03K	1.09M	-801	-1.64%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.48%	49.45K	1.12M	-253	-0.51%
Jun 30, 2026	MORGAN STANLEY	1.07%	110.02K	2.49M	10.32K	+10.35%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	25	567	0	0
Jun 30, 2026	LIFESTEPS FINANCIAL, INC.	0%	66	1.5K	66	+100.00%
Jun 30, 2026	FMR LLC	0%	102	2.32K	21	+25.93%
Jun 30, 2026	IFP ADVISORS, INC	0%	106	2.4K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	227	5.15K	59	+35.12%
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	0.02%	1.77K	40.04K	0	0
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	350	7.94K	0	0
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	2	45	0	0
Jun 30, 2026	SIMPLEX TRADING, LLC	0%	0	-	-132	-100.00%
Jun 30, 2026	LPL FINANCIAL LLC	5.3%	544.83K	12.35M	39.27K	+7.77%
Jun 30, 2026	SIGMA PLANNING CORP	0%	0	-	-50.71K	-100.00%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0%	336	7.62K	-105	-23.81%
Jun 30, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.01%	600	13.6K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.02%	2.53K	57K	298	+13.34%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.1%	10.33K	234K	10.33K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	13.55K	307.27K	-34.91K	-72.03%
Jun 30, 2026	SEI INVESTMENTS CO	0.13%	13.75K	311.62K	3.47K	+33.81%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	17.84K	404.41K	17.84K	+100.00%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.23%	23.59K	534.67K	-871	-3.56%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	29.82K	675.93K	331	+1.12%
Jun 30, 2026	CITADEL ADVISORS LLC	0.6%	61.71K	1.4M	-142.87K	-69.84%
Jun 30, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	4.05%	416.83K	9.45M	9.41K	+2.31%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.41%	659.46K	14.95M	276.85K	+72.36%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.1%	9.89K	209.65K	0	0
Mar 31, 2026	FMR LLC	0%	81	1.71K	-157	-65.97%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	2.21K	46.77K	40	+1.85%
Mar 31, 2026	STANCE CAPITAL LLC	0%	374	7.93K	374	+100.00%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0%	441	9.35K	291	+194.00%
Mar 31, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.01%	600	12.72K	600	+100.00%
Mar 31, 2026		0%	0	-	-54	-100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	106	2.25K	0	0
Mar 31, 2026	SIMPLEX TRADING, LLC	0%	132	2.8K	132	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	168	3.57K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	350	7.42K	-5.74K	-94.25%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0%	500	10.6K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	600	12.72K	600	+100.00%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.02%	1.77K	37.44K	1.77K	+100.00%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.46%	47.54K	1.01M	1.69K	+3.69%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	48.83K	1.05M	441	+0.91%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.48%	49.7K	1.05M	5.3K	+11.93%
Mar 31, 2026	SIGMA PLANNING CORP	0.49%	50.71K	1.08M	12.99K	+34.42%
Mar 31, 2026	LPL FINANCIAL LLC	4.9%	505.57K	10.72M	34.53K	+7.33%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	2.23K	47K	-3.1K	-58.09%
Mar 31, 2026	SYKON CAPITAL LLC	0%	0	-	-10.28K	-100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	2	43	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.19%	20.1K	426.12K	-21K	-51.09%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.05%	4.75K	100.7K	0	0
Mar 31, 2026	SEI INVESTMENTS CO	0.1%	10.27K	217.79K	10.27K	+100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-150	-100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-20.64K	-100.00%
Mar 31, 2026	CREWS BANK & TRUST	0.03%	3.18K	67.42K	0	0
Mar 31, 2026	INVESTORS RESEARCH CORP	0.21%	21.3K	451.58K	-2.07K	-8.85%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	29.49K	625.09K	2.64K	+9.83%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.47%	48.47K	1.03M	-31.64K	-39.50%
Mar 31, 2026	MORGAN STANLEY	0.97%	99.7K	2.11M	16.21K	+19.41%
Mar 31, 2026	CITADEL ADVISORS LLC	1.98%	204.58K	4.34M	175.44K	+602.16%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.71%	382.62K	8.11M	198.16K	+107.43%
Mar 31, 2026	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.95%	407.42K	8.64M	30.87K	+8.20%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0%	0	-	-83	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	1	21	1	+100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	25	530	0	0
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.24%	24.46K	518.47K	6.97K	+39.88%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.23%	23.71K	502.61K	-220.53K	-90.29%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	12.41K	263K	12.41K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.12%	12.37K	262.23K	-3.69K	-22.99%
Mar 31, 2026	CWM, LLC	0.01%	630	13.36K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	218	4.75K	-12	-5.22%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	500	10.89K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.05%	5.33K	116K	236	+4.63%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	80.11K	1.74M	33.4K	+71.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.72%	184.45K	4.02M	9.05K	+5.16%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	16.06K	349.77K	-147	-0.91%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	20.64K	449K	1.18K	+6.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	26.85K	584.69K	2.69K	+11.14%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-166	-100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	150	3.27K	0	0
Dec 31, 2025	FMR LLC	0%	238	5.18K	-3	-1.24%
Dec 31, 2025	CREWS BANK & TRUST	0.03%	3.18K	69.25K	0	0
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.04%	4.75K	103.44K	0	0
Dec 31, 2025	FAMILY MANAGEMENT CORP	0%	0	-	-13.35K	-100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	6.09K	132.55K	-445	-6.81%
Dec 31, 2025	MORGAN STANLEY	0.78%	83.5K	1.82M	8.2K	+10.89%
Dec 31, 2025	SYKON CAPITAL LLC	0.1%	10.28K	223.79K	10.28K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	9.89K	215.35K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.16%	17.48K	380.73K	1.17K	+7.20%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.5%	376.55K	8.2M	9.99K	+2.73%
Dec 31, 2025	STANCE CAPITAL LLC	0%	0	-	-359	-100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	48.39K	1.07M	-1.12K	-2.26%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.43%	45.85K	998.39K	-2.32K	-4.82%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.47%	44.41K	967.02K	2.9K	+6.98%
Dec 31, 2025	CITADEL ADVISORS LLC	0.27%	29.14K	634.44K	29.14K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-200	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-12.09K	-100.00%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	2.17K	47.17K	-420	-16.24%
Dec 31, 2025	CWM, LLC	0.01%	630	14K	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.4%	37.72K	821.47K	5.47K	+16.95%
Dec 31, 2025	JANE STREET GROUP, LLC	0.32%	29.73K	647.49K	19.1K	+179.51%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.25%	23.37K	508.91K	-221	-0.94%
Dec 31, 2025	D.A. DAVIDSON & CO.	2.59%	244.24K	5.32M	244.24K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	5%	471.04K	10.26M	40.74K	+9.47%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	2	44	2	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	25	544	0	0
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	83	1.81K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0%	106	2.31K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	168	3.66K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0%	150	3.27K	150	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.8%	75.3K	1.63M	9.19K	+13.91%
Sep 30, 2025	UBS GROUP AG	0.13%	12.09K	261.63K	-12.61K	-51.05%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	25	541	25	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	4.55%	430.3K	9.31M	-2.14K	-0.49%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.88%	366.56K	7.93M	39.71K	+12.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.86%	175.4K	3.8M	95.85K	+120.49%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	49.51K	1.07M	-223	-0.45%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.51%	48.17K	1.04M	-1.31K	-2.64%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.49%	46.71K	1.01M	32.76K	+234.83%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.44%	41.51K	898.24K	-2.73K	-6.16%
Sep 30, 2025	SIGMA PLANNING CORP	0.34%	32.26K	698.01K	3.37K	+11.65%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	24.16K	518.88K	-3.09K	-11.35%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.25%	23.59K	510.51K	-43	-0.18%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	19.45K	421K	1.67K	+9.42%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.17%	16.31K	352.95K	553	+3.51%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.17%	16.21K	350.75K	2.05K	+14.47%
Sep 30, 2025	FAMILY MANAGEMENT CORP	0.14%	13.35K	288.89K	13.35K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	10.64K	230.21K	10.64K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	9.89K	214K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.07%	6.53K	141.35K	3K	+85.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.05%	5.09K	110K	-914	-15.21%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.05%	4.75K	102.79K	0	0
Sep 30, 2025	CREWS BANK & TRUST	0.03%	3.18K	68.82K	0	0
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	2.59K	55.96K	499	+23.91%
Sep 30, 2025	CWM, LLC	0.01%	630	14K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	500	10.82K	500	+100.00%
Sep 30, 2025	STANCE CAPITAL LLC	0%	359	7.77K	359	+100.00%
Sep 30, 2025	FMR LLC	0%	241	5.22K	197	+447.73%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	230	4.98K	-7.61K	-97.06%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	200	4.3K	200	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	168	3.64K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	166	3.59K	-338	-67.06%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	150	3.25K	-151	-50.17%
Sep 30, 2025	IFP ADVISORS, INC	0%	106	2.29K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	83	1.8K	83	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	12	1	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.4K	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-2	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-16.6K	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.21K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-405	-100.00%
Jun 30, 2025	COMERICA BANK	0%	0	-	-25	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	7.4K	156.61K	7.4K	+100.00%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.75%	326.85K	6.92M	29.48K	+9.91%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.91%	79.55K	1.68M	624	+0.79%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	504	10.62K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	4.96%	432.44K	9.15M	35.33K	+8.90%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.21K	25.61K	1.21K	+100.00%
Jun 30, 2025	SYKON CAPITAL LLC	0%	0	-	-10.73K	-100.00%
Jun 30, 2025		0%	0	-	-216	-100.00%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	2.09K	44.17K	40	+1.95%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	6.01K	127K	3.52K	+141.77%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.09%	7.84K	165.8K	7.84K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	14.16K	300K	3.22K	+29.43%
Jun 30, 2025	MORGAN STANLEY	0.76%	66.1K	1.4M	1.83K	+2.85%
Jun 30, 2025	PAINTED PORCH ADVISORS LLC	0%	0	-	-216	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	27.25K	576.56K	-2.01K	-6.88%
Jun 30, 2025	SIGMA PLANNING CORP	0.33%	28.89K	611.32K	14.39K	+99.30%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.57%	49.73K	1.06M	-302	-0.60%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.51%	44.23K	935.99K	-13	-0.03%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.57%	49.48K	1.05M	295	+0.60%
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.18%	15.76K	333.42K	3.65K	+30.09%
Jun 30, 2025	CREWS BANK & TRUST	0.04%	3.18K	67.29K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-1.1K	-100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-130	-100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	168	3.56K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	2	42	2	+100.00%
Jun 30, 2025	FMR LLC	0%	44	940	-1	-2.22%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	301	6.37K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-15.07K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-15.8K	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	106	2.24K	-66	-38.37%
Jun 30, 2025	CWM, LLC	0.01%	630	13K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.04%	3.53K	74.68K	826	+30.56%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.05%	4.75K	100.51K	4.75K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.11%	9.89K	209.25K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	13.95K	295.16K	-26.31K	-65.35%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.2%	17.78K	376K	1.24K	+7.48%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.27%	23.63K	500.1K	-69	-0.29%
Jun 30, 2025	UBS GROUP AG	0.28%	24.7K	522.63K	-155.47K	-86.29%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	2.7K	57.31K	-379	-12.30%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	40.25K	853.39K	-2.46K	-5.75%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.5%	44.25K	938.02K	752	+1.73%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.57%	50.03K	1.06M	-338	-0.67%
Mar 31, 2025	MORGAN STANLEY	0.73%	64.27K	1.36M	11.21K	+21.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.9%	78.93K	1.67M	19.79K	+33.47%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	3.39%	297.37K	6.3M	-2.59K	-0.86%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-287	-100.00%
Mar 31, 2025	SIGMA PLANNING CORP	0.17%	14.5K	307.31K	14.5K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	15.07K	319.42K	-6.68K	-30.72%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.27%	23.7K	502.5K	-1.56K	-6.16%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	29.26K	620.34K	751	+2.63%
Mar 31, 2025	UBS GROUP AG	2.06%	180.17K	3.82M	17.47K	+10.74%
Mar 31, 2025	LPL FINANCIAL LLC	4.53%	397.11K	8.42M	33.04K	+9.08%
Mar 31, 2025		0%	25	530	0	0
Mar 31, 2025	COMERICA BANK	0%	25	530	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	168	3.56K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	172	3.65K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	301	6.38K	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	405	8.59K	8	+2.02%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	504	10.67K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.01%	1.1K	23.34K	1.1K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	9.89K	209.65K	9.89K	+100.00%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.02%	2.05K	43.4K	-1.47K	-41.76%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	2.49K	53K	-330	-11.72%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	10.94K	232K	50	+0.46%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.18%	15.8K	335K	-105.49K	-86.98%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	16.54K	351K	-84	-0.51%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	0%	0	-	-1.04M	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-2.3K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-4.53K	-100.00%
Mar 31, 2025	FMR LLC	0%	45	955	-3	-6.25%
Mar 31, 2025	SIMPLEX TRADING, LLC	0%	130	2K	130	+100.00%
Mar 31, 2025	CWM, LLC	0.01%	630	13K	0	0
Mar 31, 2025	SYKON CAPITAL LLC	0.12%	10.73K	227.48K	10.73K	+100.00%
Sep 30, 2023	RETIREMENT GROUP, LLC	0%	445	8.95K	445	+100.00%
Dec 31, 2022	DAIWA SECURITIES GROUP INC.	0%	0	-	-1.95M	-100.00%
Dec 31, 2022	HARBOR INVESTMENT ADVISORY, LLC	0%	0	-	-197	-100.00%
Dec 31, 2022	FLOW TRADERS U.S. LLC	0%	0	-	-70.13K	-100.00%
Dec 31, 2022	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0%	0	-	-14.02K	-100.00%
Dec 31, 2022	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-118.72K	-100.00%
Dec 31, 2022	IHT WEALTH MANAGEMENT, LLC	0%	0	-	-34.01K	-100.00%
Dec 31, 2022	AE WEALTH MANAGEMENT LLC	0%	0	-	-19.44K	-100.00%
Dec 31, 2022	CITADEL ADVISORS LLC	0%	0	-	-20.51K	-100.00%
Dec 31, 2022	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-9.7K	-100.00%
Dec 31, 2022	INVESTORS RESEARCH CORP	0%	0	-	-80.39K	-100.00%
Dec 31, 2022	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-3.5K	-100.00%
Dec 31, 2022	CIBC WORLD MARKET INC.	0%	0	-	-15.31K	-100.00%
Dec 31, 2022	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-18.68K	-100.00%
Dec 31, 2022	LPL FINANCIAL LLC	0%	0	-	-1.41M	-100.00%
Dec 31, 2022	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-126	-100.00%
Dec 31, 2022	MARINER, LLC	0%	0	-	-11K	-100.00%
Dec 31, 2022	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-630	-100.00%
Dec 31, 2022	ROYAL BANK OF CANADA	0%	0	-	-147.03K	-100.00%
Dec 31, 2022	BANK OF MONTREAL /CAN/	0%	0	-	-5.35K	-100.00%
Dec 31, 2022	NATIONAL BANK OF CANADA /FI/	0%	0	-	-1.37K	-100.00%
Dec 31, 2022	MORGAN STANLEY	0%	0	-	-340.93K	-100.00%
Dec 31, 2022	CENTAURUS FINANCIAL, INC.	0%	0	-	-15.73K	-100.00%
Dec 31, 2022	CITY HOLDING CO	0%	0	-	-1.78K	-100.00%
Dec 31, 2022	MML INVESTORS SERVICES, LLC	0%	0	-	-14.29K	-100.00%
Dec 31, 2022	FMR LLC	0%	0	-	-1.38K	-100.00%
Dec 31, 2022	BANK OF AMERICA CORP /DE/	0%	0	-	-977.9K	-100.00%
Dec 31, 2022	SYNOVUS FINANCIAL CORP	0%	0	-	-17.17K	-100.00%
Dec 31, 2022	RETIREMENT GROUP, LLC	0%	421	9K	-819	-66.05%
Dec 31, 2022	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	0	-	-93.35K	-100.00%
Dec 31, 2022	KINLOCH CAPITAL, LLC	0%	0	-	-16.88K	-100.00%
Dec 31, 2022	GLADSTONE INSTITUTIONAL ADVISORY LLC	0%	0	-	-17.84K	-100.00%
Dec 31, 2022	IFP ADVISORS, INC	0%	520	8K	520	+100.00%
Dec 31, 2022	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.7K	-100.00%
Dec 31, 2022	REDWOOD FINANCIAL NETWORK CORP	0%	0	-	-10.34K	-100.00%
Dec 31, 2022	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-30.75K	-100.00%
Dec 31, 2022	SIGHTLINE WEALTH ADVISORS, LLC	0%	0	-	-20.38K	-100.00%
Dec 31, 2022	UBS GROUP AG	0%	0	-	-8.05K	-100.00%
Dec 31, 2022	JANE STREET GROUP, LLC	0%	0	-	-64.82K	-100.00%
Dec 31, 2022	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	0	-	-918.76K	-100.00%
Dec 31, 2022	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-91.68K	-100.00%
Dec 31, 2022	HAP TRADING, LLC	0%	0	-	-63.94K	-100.00%
Dec 31, 2022	CWM, LLC	0%	0	-	-2.41K	-100.00%

Frequently Asked Questions