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

Who are the major shareholders selling Wahed Dow Jones Islamic World ETF stock?

FINANCIAL ENGINES ADVISORS L.L.C., in the last quarter, reduced its stake in UMMA by -1.27% restricting it's holding to 10.45 thousand shares of worth nearly $412.67K. ROYAL BANK OF CANADA also lessened -83.38% of the UMMA shares from its portfolio, reducing its holding to 2.33 thousand shares of worth $92.00K. UBS GROUP AG also shunned UMMA shares holding by -74.63% last quarter which brought its holding to 886 shares worth $34.98K.

Investors who are buying UMMA stock?

As per its latest 13F filing, ENVESTNET ASSET MANAGEMENT INC increased its stake in UMMA by 1.46% in the last quarter. The institutional holder raised its holding to 10.88 thousand shares having worth more than $429.57K. LAYLINE ADVISORS, LLC also added 0.01% more shares of UMMA to its portfolio, raising its holding to 9.99 thousand shares of worth $394.22K. STRENGTHENING FAMILIES & COMMUNITIES, LLC also increased its UMMA shares holding by 0.32% which brought its holding to 8.54 thousand shares worth $337.03K.

UMMA's major insiders: who are they?

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

Did an insider recently sell UMMA stock?

Company executives, directors, and other insiders own N/A percent of Wahed Dow Jones Islamic World ETF's stock. Within the last six months, there have been 0 transaction(s) in which UMMA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UMMA stock?

There have been 0 transaction(s) during the past 6-months in which Wahed Dow Jones Islamic World ETF insiders have bought stock, totalling 0 shares

How much of UMMA does insiders own?

Around 0 Wahed Dow Jones Islamic World ETF shares are held by insiders, which represents about N/A of UMMA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UMMA?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in UMMA which holds 10.88 thousand shares worth $429.57K or 0.13% of the total UMMA shares outstanding followed by FINANCIAL ENGINES ADVISORS L.L.C. with ownership of 10.45 thousand shares representing 0.13% of the UMMA ownership. MAIN STREET FINANCIAL SOLUTIONS, LLC is the third largest stakeholder with 10.32 thousand shares or 0.13% of the ownership worth more than $407.45K.

Is Wahed Dow Jones Islamic World 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 UMMA is concerned, it is a stock which is not optionable.

Is there a short position on UMMA's shares?

Number of UMMA 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 UMMA shares are there?

As of today, null shares of UMMA are outstanding.

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

UMMA 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 UMMA is null.

Wahed Dow Jones Islamic World ETF (UMMA) 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

OptionableNo

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. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 10.88K shares valued at $429.57K. A 0.13% stake in Wahed Dow Jones Islamic World ETF is owned by the company. FINANCIAL ENGINES ADVISORS L.L.C. owns 10.45K shares valued at $412.67K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	10.88K	429.57K	157	+1.46%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.13%	10.45K	412.67K	-135	-1.27%
Jun 30, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.13%	10.32K	407.45K	0	0
Jun 30, 2026	LAYLINE ADVISORS, LLC	0.12%	9.99K	394.22K	1	+0.01%
Jun 30, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.1%	8.54K	337.03K	27	+0.32%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.09%	7.48K	295.41K	7.48K	+100.00%
Jun 30, 2026	EQIS CAPITAL MANAGEMENT, INC.	0.09%	7.11K	280.67K	7.11K	+100.00%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	6.74K	266.14K	6.74K	+100.00%
Jun 30, 2026	SEPIO CAPITAL, LP	0.06%	5.35K	211.19K	5.35K	+100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.05%	4.11K	162.12K	2.48K	+152.74%
Jun 30, 2026	FIFTH THIRD BANCORP	0.05%	3.98K	157.11K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.03%	2.86K	112.78K	100	+3.63%
Jun 30, 2026	ROYAL BANK OF CANADA	0.03%	2.33K	92K	-11.69K	-83.38%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.02%	2.01K	78.31K	0	0
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.02%	1.73K	68.22K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.38K	54.55K	1.38K	+100.00%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	5	197	0	0
Jun 30, 2026	UBS GROUP AG	0.01%	886	34.98K	-2.61K	-74.63%
Jun 30, 2026	UMB BANK, N.A.	0.04%	3.24K	127.94K	3.24K	+100.00%
Jun 30, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.05%	4K	157.82K	0	0
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.07%	5.85K	230.97K	5.85K	+100.00%
Jun 30, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.08%	6.52K	257.46K	6.52K	+100.00%
Jun 30, 2026	VALEO FINANCIAL ADVISORS, LLC	0.1%	8.5K	335.6K	8.5K	+100.00%
Jun 30, 2026	PURPOSE UNLIMITED INC.	0.2%	16.29K	654.11K	1.52K	+10.28%
Jun 30, 2026	KAIZEN FINANCIAL STRATEGIES	0.22%	17.79K	678.4K	6.02K	+51.12%
Jun 30, 2026	SAGEOAK FINANCIAL, LLC	0.29%	23.62K	932.2K	-1.28K	-5.15%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.32%	26.1K	1.03M	1.93K	+7.98%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.44%	36.57K	1.44M	102	+0.28%
Jun 30, 2026	IFG ADVISORS, LLC	0.11%	9.23K	364.48K	-400	-4.15%
Jun 30, 2026	Y.D. MORE INVESTMENTS LTD	0.11%	9.45K	373.04K	0	0
Jun 30, 2026	REGIONS FINANCIAL CORP	0.14%	11.22K	442.71K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.15%	12.48K	492.53K	2.52K	+25.35%
Jun 30, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.19%	15.27K	574.65K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	47.63K	1.88M	-2.18K	-4.38%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.59%	48.26K	1.91M	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.61%	50.19K	1.89M	10.13K	+25.30%
Jun 30, 2026	CITADEL ADVISORS LLC	0.99%	81.31K	3.21M	18.58K	+29.62%
Jun 30, 2026	FLOW TRADERS U.S. LLC	1.04%	85.51K	3.38M	85.51K	+100.00%
Jun 30, 2026	MORGAN STANLEY	1.07%	88.16K	3.48M	1.36K	+1.57%
Jun 30, 2026	FMR LLC	0%	1	39	1	+100.00%
Jun 30, 2026	NVWM, LLC	0%	31	1.22K	13	+72.22%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.01%	513	19.52K	513	+100.00%
Jun 30, 2026	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	919	36.28K	0	0
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.01%	1.2K	47.45K	344	+40.09%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.2K	47.53K	200	+19.92%
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	1.21K	47.14K	1.21K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.38%	114.04K	4.5M	4.78K	+4.37%
Jun 30, 2026	RFG ADVISORY, LLC	1.56%	128.22K	5.06M	13.15K	+11.42%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	15.01K	580.84K	2.81K	+23.03%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.18%	14.51K	572.94K	14.51K	+100.00%
Mar 31, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.1%	8.51K	260.91K	284	+3.45%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.15%	12.2K	362.99K	3.74K	+44.19%
Mar 31, 2026	PURPOSE UNLIMITED INC.	0.18%	14.77K	456.37K	175	+1.20%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.6%	49.81K	1.53M	-1.54K	-3.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.76%	62.73K	1.92M	-15.97K	-20.29%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	3.98K	122K	3.98K	+100.00%
Mar 31, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.05%	4K	122.56K	-44	-1.09%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	10.73K	328.75K	1.17K	+12.23%
Mar 31, 2026	KAIZEN FINANCIAL STRATEGIES	0.14%	11.77K	394.19K	11.77K	+100.00%
Mar 31, 2026	SAGEOAK FINANCIAL, LLC	0.3%	24.9K	763.22K	-530	-2.08%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.44%	36.47K	1.12M	7.66K	+26.57%
Mar 31, 2026	COURAGE MILLER PARTNERS, LLC	0.12%	9.69K	296.95K	0	0
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.13%	10.59K	324.6K	-55	-0.52%
Mar 31, 2026	MORGAN STANLEY	1.05%	86.8K	2.66M	39.84K	+84.83%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.33%	109.27K	3.35M	-1.88K	-1.69%
Mar 31, 2026	PACIFIC CENTER FOR FINANCIAL SERVICES	0.01%	919	28.17K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	30.78K	1K	+100.00%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.01%	858	26.3K	38	+4.63%
Mar 31, 2026	REGIONS FINANCIAL CORP	0.14%	11.22K	343.79K	11.22K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.17%	14.02K	430K	-802	-5.41%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	128	3.92K	128	+100.00%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.02%	1.73K	53.02K	-53	-2.97%
Mar 31, 2026	LAYLINE ADVISORS, LLC	0.12%	9.99K	306.09K	9.99K	+100.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.02%	1.63K	49.81K	0	0
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.02%	2.01K	59.33K	0	0
Mar 31, 2026	Y.D. MORE INVESTMENTS LTD	0.11%	9.45K	289.68K	0	0
Mar 31, 2026	IFG ADVISORS, LLC	0.12%	9.63K	295.3K	-92	-0.95%
Mar 31, 2026		0.18%	14.77K	456.37K	175	+1.20%
Mar 31, 2026	UBS GROUP AG	0.04%	3.49K	107.04K	2.75K	+371.89%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.12%	9.95K	305.13K	2.68K	+36.92%
Mar 31, 2026	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.13%	10.32K	316.4K	3.3K	+47.08%
Mar 31, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.19%	15.27K	542.74K	281	+1.88%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.29%	24.17K	754.73K	5	+0.02%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.49%	40.05K	1.24M	-17.44K	-30.33%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.59%	48.26K	1.48M	0	0
Mar 31, 2026	RFG ADVISORY, LLC	1.4%	115.07K	3.53M	-152.24K	-56.95%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	5	153	5	+100.00%
Mar 31, 2026	NVWM, LLC	0%	18	552	18	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.03%	2.76K	84.51K	726	+35.75%
Dec 31, 2025		0.25%	14.59K	431.22K	14.59K	+100.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.5%	28.81K	853.07K	177	+0.62%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.17%	10.64K	315.14K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.03%	1.63K	48.11K	427	+35.64%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.01%	820	24.28K	22	+2.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-12.58K	-100.00%
Dec 31, 2025	SAGEOAK FINANCIAL, LLC	0.41%	25.43K	752.85K	-838	-3.19%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.4%	24.16K	715.39K	7.48K	+44.80%
Dec 31, 2025	IFG ADVISORS, LLC	0.17%	9.73K	287.93K	534	+5.81%
Dec 31, 2025	COURAGE MILLER PARTNERS, LLC	0.17%	9.69K	286.81K	219	+2.31%
Dec 31, 2025	IFP ADVISORS, INC	0.03%	2.03K	60.13K	200	+10.92%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-62.51K	-100.00%
Dec 31, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.24%	14.99K	497.6K	14.99K	+100.00%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.03%	2.01K	59.77K	2.01K	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.03%	1.79K	52.75K	-658	-26.93%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-65.08K	-100.00%
Dec 31, 2025	MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	7.02K	207.8K	7.02K	+100.00%
Dec 31, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.02%	919	25.33K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.82%	111.14K	3.29M	38.06K	+52.08%
Dec 31, 2025	CITADEL ADVISORS LLC	1.29%	78.7K	2.33M	32.02K	+68.58%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.84%	51.35K	1.52M	-1.59K	-2.99%
Dec 31, 2025	ROYAL BANK OF CANADA	0.24%	14.83K	439K	1.71K	+13.02%
Dec 31, 2025	Y.D. MORE INVESTMENTS LTD	0.16%	9.45K	279.79K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	9.56K	282.94K	213	+2.28%
Dec 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.14%	8.23K	243.59K	2.68K	+48.39%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	8.46K	250.42K	4.45K	+110.87%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.13%	7.27K	215.25K	6.09K	+516.62%
Dec 31, 2025	COMERICA BANK	0.07%	3.98K	117.84K	3.98K	+100.00%
Dec 31, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.07%	4.04K	119.67K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	740	21.91K	-292	-28.29%
Dec 31, 2025	RFG ADVISORY, LLC	4.64%	267.31K	7.91M	51.36K	+23.78%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1%	57.49K	1.79M	-10.12K	-14.97%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.84%	48.26K	1.43M	0	0
Dec 31, 2025	MORGAN STANLEY	0.77%	46.96K	1.39M	45.18K	+2,544.14%
Sep 30, 2025	IFG ADVISORS, LLC	0.16%	9.19K	253.31K	1	+0.01%
Sep 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.14%	8.06K	222.05K	26	+0.32%
Sep 30, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.02%	919	25.33K	919	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.03%	1.78K	48.97K	1.77K	+88,700.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	798	21.99K	23	+2.97%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	2.44K	67.23K	123	+5.30%
Sep 30, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.07%	4.04K	111.4K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	16.69K	459.89K	1.62K	+10.73%
Sep 30, 2025	SAGEOAK FINANCIAL, LLC	0.47%	26.27K	723.9K	175	+0.67%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.51%	28.64K	789.2K	28.64K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.83%	46.69K	1.29M	46.69K	+100.00%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.85%	48.26K	1.33M	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.03%	1.83K	50.46K	107	+6.21%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	4.01K	108.85K	1.98K	+97.59%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.94%	52.93K	1.46M	52.93K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	1.12%	62.51K	1.72M	45.45K	+266.37%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.15%	65.08K	1.79M	65.08K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	1.18K	32.49K	10	+0.86%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.02%	1.2K	33.02K	1.2K	+100.00%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.1%	5.54K	152.79K	1.04K	+22.98%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-186	-100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.2%	67.62K	1.93M	4.49K	+7.11%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.29%	73.08K	2.01M	8.74K	+13.59%
Sep 30, 2025	RFG ADVISORY, LLC	3.82%	215.95K	5.95M	38.26K	+21.53%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-12.32K	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.23%	13.12K	362K	5.22K	+66.14%
Sep 30, 2025	UBS GROUP AG	0.02%	1.03K	28.44K	832	+416.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	12.58K	346.68K	12.58K	+100.00%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.19%	10.64K	293.35K	274	+2.64%
Sep 30, 2025	COURAGE MILLER PARTNERS, LLC	0.17%	9.47K	260.94K	212	+2.29%
Sep 30, 2025	Y.D. MORE INVESTMENTS LTD	0.17%	9.45K	260.44K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	9.34K	257.49K	-62.83K	-87.05%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-15.61K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-505	-100.00%
Jun 30, 2025	MORGAN STANLEY	0%	2	57K	1	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	186	4.96K	186	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	200	5.33K	170	+566.67%
Jun 30, 2025	IFP ADVISORS, INC	0.03%	1.72K	45.92K	116	+7.21%
Jun 30, 2025	JANE STREET GROUP, LLC	0.3%	17.06K	454.56K	-1.29K	-7.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.27%	72.17K	1.92M	17.17K	+31.23%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.01%	775	20.65K	63	+8.85%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	1.17K	31.14K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	2.03K	54K	909	+81.09%
Jun 30, 2025	IFG ADVISORS, LLC	0.16%	9.19K	244.82K	139	+1.54%
Jun 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.04%	2.32K	61.76K	2.32K	+100.00%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.18%	10.37K	276K	165	+1.62%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.22%	12.32K	328.31K	12.32K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.26%	15.07K	401.46K	967	+6.86%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.85%	48.26K	1.29M	310	+0.65%
Jun 30, 2025	VISHRIA BIRD FINANCIAL GROUP, LLC	0.14%	8.03K	213.95K	8.03K	+100.00%
Jun 30, 2025	COURAGE MILLER PARTNERS, LLC	0.16%	9.26K	246.58K	417	+4.72%
Jun 30, 2025	Y.D. MORE INVESTMENTS LTD	0.17%	9.45K	251.75K	0	0
Jun 30, 2025		0.46%	26.09K	695.06K	1.65K	+6.73%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.11%	63.13K	1.69M	4.74K	+8.11%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.13%	64.34K	1.71M	17.59K	+37.63%
Jun 30, 2025	RFG ADVISORY, LLC	3.12%	177.69K	4.73M	65.87K	+58.91%
Jun 30, 2025	SAGEOAK FINANCIAL, LLC	0.46%	26.09K	695.06K	1.65K	+6.73%
Jun 30, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.07%	4.04K	107.68K	4.04K	+100.00%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.08%	4.51K	120.1K	4.5K	+40,881.82%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	7.9K	210K	1.46K	+22.73%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0%	0	-	-21.95K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-36.61K	-100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.39%	18.35K	437.07K	-72.73K	-79.85%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.47%	21.95K	522.81K	5.27K	+31.60%
Mar 31, 2025	MORGAN STANLEY	0%	1	44	-1	-50.00%
Mar 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0%	11	262	11	+100.00%
Mar 31, 2025		0.52%	24.45K	582.3K	3.01K	+14.05%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	36.61K	872.12K	26.05K	+246.55%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.99%	46.75K	1.11M	5.68K	+13.84%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0%	0	-	-380	-100.00%
Mar 31, 2025	RFG ADVISORY, LLC	2.37%	111.82K	2.66M	-53.1K	-32.20%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.02%	1.17K	27.99K	1.17K	+100.00%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.02%	712	16.96K	181	+34.09%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.02%	47.95K	1.14M	-1.2K	-2.44%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.24%	58.39K	1.39M	-797	-1.35%
Mar 31, 2025	COURAGE MILLER PARTNERS, LLC	0.19%	8.84K	210.55K	8.84K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	6.43K	153K	5.28K	+459.39%
Mar 31, 2025	UBS GROUP AG	0%	30	715	0	0
Mar 31, 2025	FMR LLC	0%	1	24	1	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.03%	1.61K	38.31K	98	+6.49%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	505	12.03K	505	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.17%	55K	1.31M	3.91K	+7.65%
Mar 31, 2025	IFG ADVISORS, LLC	0.19%	9.05K	215.6K	-99	-1.08%
Mar 31, 2025	Y.D. MORE INVESTMENTS LTD	0.2%	9.45K	225.1K	0	0
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.22%	10.21K	243K	10.21K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.3%	14.1K	336.78K	2.86K	+25.45%
Mar 31, 2025	CITADEL ADVISORS LLC	0.33%	15.61K	371.78K	15.61K	+100.00%

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