How many institutions own AVAL 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 AVAL shares is 41, representing 1.06% of the company's common stock.

Who are the major shareholders selling Grupo Aval Acciones y Valores S.A. stock?

CITADEL ADVISORS LLC, in the last quarter, reduced its stake in AVAL by -2.13% restricting it's holding to 71.74 thousand shares of worth nearly $290.56M. AQR CAPITAL MANAGEMENT LLC also lessened -2.45% of the AVAL shares from its portfolio, reducing its holding to 87.59 thousand shares of worth $354.74K. DIMENSIONAL FUND ADVISORS LP also shunned AVAL shares holding by -10.95% last quarter which brought its holding to 123.93 thousand shares worth $502.56K.

Investors who are buying AVAL stock?

As per its latest 13F filing, PEKIN HARDY STRAUSS, INC. increased its stake in AVAL by 384.25% in the last quarter. The institutional holder raised its holding to 387.4 thousand shares having worth more than $1.57M. MARSHALL WACE, LLP also added 683.45% more shares of AVAL to its portfolio, raising its holding to 275.15 thousand shares of worth $1.11M. BLACKROCK, INC. also increased its AVAL shares holding by 7.52% which brought its holding to 101.06 thousand shares worth $409.27M.

AVAL's major insiders: who are they?

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

Did an insider recently sell AVAL stock?

Company executives, directors, and other insiders own N/A percent of Grupo Aval Acciones y Valores S.A.'s stock. Within the last six months, there have been 0 transaction(s) in which AVAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVAL stock?

There have been 0 transaction(s) during the past 6-months in which Grupo Aval Acciones y Valores S.A. insiders have bought stock, totalling 0 shares

How much of AVAL does insiders own?

Around 0 Grupo Aval Acciones y Valores S.A. shares are held by insiders, which represents about N/A of AVAL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AVAL?

CITADEL ADVISORS LLC is the largest institutional owner in AVAL which holds 71.74 thousand shares worth $290.56M or 0.01% of the total AVAL shares outstanding followed by AQR CAPITAL MANAGEMENT LLC with ownership of 87.59 thousand shares representing 0.01% of the AVAL ownership. DIMENSIONAL FUND ADVISORS LP is the third largest stakeholder with 123.93 thousand shares or 0.01% of the ownership worth more than $502.56K.

Is Grupo Aval Acciones y Valores S.A. 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 AVAL is concerned, it is a stock which is not optionable.

Is there a short position on AVAL's shares?

Number of AVAL shares short is 316.60K. 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 AVAL shares are there?

As of today, 378.21M shares of AVAL are outstanding.

Is there many float in AVAL 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, AVAL has 2.97B shares in float.

AVAL 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 AVAL is 2.04.

Grupo Aval Acciones y Valores SA (AVAL) 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 Shares0.03

Short Percent Of Float0.15

Shares Outstanding378.21M

Shares Float2.97B

Shares Short316.60K

Short Ratio2.04

0.15%

Short % of Float

0.03%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

1.06% Percentage of Shares held by All Institutions

1.06% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 1.06% of AVAL shares are held by financial institutions. CITADEL ADVISORS LLC is the top corporate investor, holding 71.74K shares valued at $290.56M. A 0.01% stake in Grupo Aval Acciones y Valores S.A. is owned by the company. AQR CAPITAL MANAGEMENT LLC owns 87.59K shares valued at $354.74K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CITADEL ADVISORS LLC	0.01%	71.74K	290.56M	-1.56K	-2.13%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	87.59K	354.74K	-2.2K	-2.45%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	123.93K	502.56K	-15.25K	-10.95%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	196.34K	795.17M	-8.31K	-4.06%
Dec 31, 2025	TRUFFLE HOUND CAPITAL, LLC	0.14%	1.7M	6.89M	0	0
Dec 31, 2025	SAGE INVESTMENT COUNSEL LLC	0%	34K	137.7K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	844.86K	3.42B	-32.11K	-3.66%
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0.03%	387.4K	1.57M	307.4K	+384.25%
Dec 31, 2025	MARSHALL WACE, LLP	0.02%	275.15K	1.11M	240.03K	+683.45%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0%	20.02K	81.07K	-8	-0.04%
Dec 31, 2025	BLACKROCK, INC.	0.01%	101.06K	409.27M	7.07K	+7.52%
Dec 31, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0%	35.15K	98.76K	0	0
Dec 31, 2025	BANCO BTG PACTUAL S.A.	0%	0	-	-15.59K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	3	12K	-281	-98.94%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	44	178K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	69	280K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	159	644	0	0
Dec 31, 2025	ASSETMARK, INC	0%	234	948	234	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	398	1.61M	285	+252.21%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	513	2.08K	195	+61.32%
Dec 31, 2025	UBS GROUP AG	0%	553	2.24M	310	+127.57%
Dec 31, 2025	SIGNATUREFD, LLC	0%	614	2.49K	614	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	945	3.83M	4	+0.43%
Dec 31, 2025	QUADRANT CAPITAL GROUP LLC	0%	3.27K	13.25K	0	0
Dec 31, 2025	RHUMBLINE ADVISERS	0%	3.29K	13.32M	0	0
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	8.3K	33.62M	-2.56K	-23.54%
Dec 31, 2025	MORGAN STANLEY	0%	9.81K	39.72M	0	0
Dec 31, 2025	XTX TOPCO LTD	0%	10.56K	42.76M	-7.46K	-41.41%
Dec 31, 2025	HBK SORCE ADVISORY LLC	0%	12K	54.96K	12K	+100.00%
Dec 31, 2025		0%	16.38K	66.34K	569	+3.60%
Dec 31, 2025	GTS SECURITIES LLC	0%	17.13K	69.38K	17.13K	+100.00%
Dec 31, 2025	NATURAL INVESTMENTS, LLC	0%	18.01K	72K	888	+5.19%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	44.41K	179.87K	14.7K	+49.49%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	4.85K	19.64K	0	0
Sep 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-11.05K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	243	802	243	+100.00%
Sep 30, 2025	INSPIRE ADVISORS, LLC	0%	46.7K	154.12K	918	+2.01%
Sep 30, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	0.01%	72.98K	240.82K	11.13K	+18.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.01%	73.3K	241.89K	-1.09K	-1.46%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	204.65K	675.34K	-36.52K	-15.14%
Sep 30, 2025	KERRISDALE ADVISERS, LLC	0.01%	75K	247.5K	0	0
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.01%	80K	264K	80K	+100.00%
Sep 30, 2025	STOKES FAMILY OFFICE, LLC	0.01%	83.12K	274.29K	20.99K	+33.78%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.01%	89.79K	296.3K	-2.88K	-3.11%
Sep 30, 2025	BLACKROCK, INC.	0.01%	93.99K	310.16K	8.03K	+9.34%
Sep 30, 2025	INSPIRE INVESTING, LLC	0%	23.58K	77.82K	2.36K	+11.13%
Sep 30, 2025	MASSAR CAPITAL MANAGEMENT, LP	0.01%	130K	429K	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	139.17K	458.48K	35.86K	+34.71%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.07%	876.97K	2.89M	-59.3K	-6.33%
Sep 30, 2025	TRUFFLE HOUND CAPITAL, LLC	0.14%	1.7M	5.61M	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-913	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	44	145	-2	-4.35%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	69	228	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	113	373	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	159	525	-585	-78.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	941	3.1K	4	+0.43%
Sep 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	3.27K	10.8K	3.27K	+100.00%
Sep 30, 2025	RHUMBLINE ADVISERS	0%	3.29K	10.85K	-4.33K	-56.84%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	4.85K	16K	1.36K	+38.79%
Sep 30, 2025	MORGAN STANLEY	0%	9.81K	32.37K	344	+3.63%
Sep 30, 2025	BANCO BTG PACTUAL S.A.	0%	15.59K	51.44K	3.87K	+33.04%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0%	17.12K	56K	0	0
Sep 30, 2025	XTX TOPCO LTD	0%	18.02K	59.46K	-9.83K	-35.30%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0%	20.03K	66.08K	25	+0.13%
Sep 30, 2025	BELL INVESTMENT ADVISORS, INC	0%	596	1.97K	0	0
Sep 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0%	35.15K	98.76K	0	0
Sep 30, 2025		0%	15.81K	52.18K	3.87K	+32.39%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	29.71K	98.04K	8.66K	+41.14%
Sep 30, 2025	SAGE INVESTMENT COUNSEL LLC	0%	34K	112.2K	5K	+17.24%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-36.11K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	284	937	-172	-37.72%
Sep 30, 2025	J. SAFRA SARASIN HOLDING AG	0%	0	-	-70.3K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-55.12K	-100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	10.86K	35.82K	-1.22K	-10.10%
Sep 30, 2025	MARSHALL WACE, LLP	0%	35.12K	115.9K	-25.61K	-42.17%
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	318	1.05K	318	+100.00%
Jun 30, 2025	SAGE INVESTMENT COUNSEL LLC	0%	29K	81.49K	9K	+45.00%
Jun 30, 2025	MASSAR CAPITAL MANAGEMENT, LP	0%	130K	365.3K	0	0
Jun 30, 2025	TRUFFLE HOUND CAPITAL, LLC	0.01%	1.7M	4.78M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	937	2.63K	50	+5.64%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	0	-	-4.14K	-100.00%
Jun 30, 2025	CITIGROUP INC	0%	0	-	-4.9K	-100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-114	-100.00%
Jun 30, 2025		0%	11.94K	33.56K	11.94K	+100.00%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	69	194	67	+3,350.00%
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0%	596	1.68K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	913	2.57K	913	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	12.07K	33.93K	12.07K	+100.00%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	0%	20K	56.2K	20K	+100.00%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	21.05K	59.15K	8.59K	+69.00%
Jun 30, 2025	INSPIRE ADVISORS, LLC	0%	45.78K	128.65K	-15.96K	-25.85%
Jun 30, 2025	INSPIRE INVESTING, LLC	0%	21.22K	59.63K	1.09K	+5.42%
Jun 30, 2025	XTX TOPCO LTD	0%	27.85K	78.26K	27.85K	+100.00%
Jun 30, 2025	BTG PACTUAL ASSET MANAGEMENT US LLC	0%	35.15K	98.76K	35.15K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0%	13.31K	37.39M	13.31K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	36.11K	101K	36.11K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	55.12K	154.9K	55.12K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	241.17K	677.69K	131K	+118.91%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0%	92.67K	260.39M	-2.94K	-3.08%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	11.05K	31K	11.05K	+100.00%
Jun 30, 2025	BANCO BTG PACTUAL S.A.	0%	11.72K	32.92K	-81.44K	-87.42%
Jun 30, 2025	NATURAL INVESTMENTS, LLC	0%	17.12K	48K	0	0
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	0%	62.13K	174.58K	21.13K	+51.53%
Jun 30, 2025	MORGAN STANLEY	0%	9.46K	26.6M	2.85K	+43.16%
Jun 30, 2025	MARSHALL WACE, LLP	0%	60.73K	170.66K	25.75K	+73.62%
Jun 30, 2025	J. SAFRA SARASIN HOLDING AG	0%	70.3K	197.54K	0	0
Jun 30, 2025	KERRISDALE ADVISERS, LLC	0%	75K	210.75K	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	85.96K	241.55K	3.75K	+4.57%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-170.15K	-100.00%
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	0	-	-613	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-86.11K	-100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	0	-	-2.11K	-100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0%	103.31K	290.45K	30.64K	+42.17%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	74.39K	209.03M	13.1K	+21.38%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	113	318	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	456	1.28K	456	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	744	2.09K	744	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	3.49K	9.82K	-16.51K	-82.53%
Jun 30, 2025	RHUMBLINE ADVISERS	0%	7.62K	21.41K	4.33K	+131.69%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	936.27K	2.63M	43K	+4.81%
Jun 30, 2025	DAUNTLESS INVESTMENT GROUP, LLC	0%	0	-	-58.89K	-100.00%
Jun 30, 2025	SAGE ADVISORS, LLC	0%	0	-	-10.81K	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	46	129	26	+130.00%
Mar 31, 2025	BELL INVESTMENT ADVISORS, INC	0%	596	1.63K	-195	-24.65%
Mar 31, 2025	UBS GROUP AG	0%	170.15K	464.51K	2.49K	+1.48%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	893.27K	2.44M	102.73K	+12.99%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0%	95.61K	261.02K	-5.49K	-5.43%
Mar 31, 2025	INSPIRE INVESTING, LLC	0%	20.13K	54.95K	5.48K	+37.45%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	110.17K	300.76K	41.47K	+60.37%
Mar 31, 2025	MARSHALL WACE, LLP	0%	34.98K	95.5K	34.98K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	20K	54.6K	20K	+100.00%
Mar 31, 2025	NATURAL INVESTMENTS, LLC	0%	17.12K	46K	0	0
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0%	12.46K	34K	12.46K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0%	6.61K	18.05K	366	+5.86%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	887	2.42K	-43	-4.62%
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	613	1.67K	613	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	114	231	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	113	308	0	0
Mar 31, 2025	CITIGROUP INC	0%	4.9K	13.37K	4.9K	+100.00%
Mar 31, 2025	QUADRANT CAPITAL GROUP LLC	0%	4.14K	11.31K	4.03K	+3,667.27%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0%	72.67K	197.73K	1.09K	+1.52%
Mar 31, 2025	J. SAFRA SARASIN HOLDING AG	0%	70.3K	191.92K	0	0
Mar 31, 2025	INSPIRE ADVISORS, LLC	0%	61.74K	168.56K	-17.51K	-22.09%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	61.29K	167.31K	12.1K	+24.60%
Mar 31, 2025	FIRST AFFIRMATIVE FINANCIAL NETWORK	0%	58.14K	158.73K	-10.19K	-14.91%
Mar 31, 2025	RHUMBLINE ADVISERS	0%	3.29K	8.98K	0	0
Mar 31, 2025	SIGNATUREFD, LLC	0%	2.11K	5.77K	2.11K	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	2	6	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-504	-100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-1.35K	-100.00%
Mar 31, 2025	STOKES FAMILY OFFICE, LLC	0%	41K	111.93K	10K	+32.26%
Mar 31, 2025	QRG CAPITAL MANAGEMENT, INC.	0%	0	-	-12.89K	-100.00%
Mar 31, 2025	BANCO BTG PACTUAL S.A.	0%	93.16K	254.33K	59.01K	+172.76%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	86.11K	235K	86.11K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0%	82.21K	224.42K	19.18K	+30.44%
Mar 31, 2025	KERRISDALE ADVISERS, LLC	0%	75K	204.75K	0	0
Mar 31, 2025	CATALINA CAPITAL GROUP, LLC	0%	0	-	-12.88K	-100.00%
Mar 31, 2025		0%	0	-	-125	-100.00%
Mar 31, 2024	MARINER, LLC	0%	160.56K	370.89K	44.66K	+38.54%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	114	263	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	328	758	0	0
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	331	765	0	0
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0%	791	1.83K	-246	-23.72%
Mar 31, 2024	MORGAN STANLEY	0%	1.43K	3.31K	-391	-21.46%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	2.19K	5.06K	2.19K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0%	6.16K	14.22K	-567	-8.43%
Mar 31, 2024	QUADRANT CAPITAL GROUP LLC	0%	7.89K	18.22K	-827	-9.49%
Mar 31, 2024	SIGNATUREFD, LLC	0%	8.77K	20.26K	0	0
Mar 31, 2024	CATALINA CAPITAL GROUP, LLC	0%	10.78K	24.9K	10.78K	+100.00%
Mar 31, 2024	QRG CAPITAL MANAGEMENT, INC.	0%	19.76K	45.65K	-21.58K	-52.20%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	21.2K	49K	-12.86K	-37.75%
Mar 31, 2024	EPACRIA CAPITAL PARTNERS, LLC	0%	28.12K	64.96K	0	0
Mar 31, 2024	FIRST AFFIRMATIVE FINANCIAL NETWORK	0%	54.55K	126.01K	8.27K	+17.86%
Mar 31, 2024	UBS GROUP AG	0%	0	-	-883	-100.00%
Mar 31, 2024	FERMATA ADVISORS, LLC	0%	11.3K	26.1K	11.3K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0%	11.71K	27.05K	0	0
Mar 31, 2024	VIDENT ADVISORY, LLC	0%	18.47K	42.67K	-2.19K	-10.61%
Mar 31, 2024	STOKES FAMILY OFFICE, LLC	0%	31K	71.61K	0	0
Mar 31, 2024	ETHIC INC.	0%	32.02K	73.96K	-3.92K	-10.91%
Mar 31, 2024	INSPIRE INVESTING, LLC	0%	11.78K	27.21K	242	+2.10%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	12.8K	30K	-8.86K	-40.92%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	14.28K	32.98K	14.28K	+100.00%
Mar 31, 2024	VANGUARD GROUP INC	0%	15.39K	35.55K	-595.16K	-97.48%
Mar 31, 2024	INSPIRE ADVISORS, LLC	0%	67.06K	154.91K	6.78K	+11.24%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	71.29K	164.68K	1.38K	+1.97%
Mar 31, 2024	BLACKROCK INC.	0%	177.82K	410.76K	-35.27K	-16.55%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	819.57K	1.89M	22.08K	+2.77%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	0	-	-2.22K	-100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	54.68K	126.3K	27.56K	+101.63%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	96	222	0	0
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0%	44	102	0	0
Mar 31, 2024	BANCO BTG PACTUAL S.A.	0%	0	-	-20.74K	-100.00%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	0	-	-3	-100.00%
Mar 31, 2024	FIRST TRUST DIRECT INDEXING L.P.	0%	0	-	-44.52K	-100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	70.26K	162.3K	37.79K	+116.40%
Mar 31, 2024	KERRISDALE ADVISERS, LLC	0%	75K	173.25K	0	0
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0%	111.02K	250.9K	-4.69K	-4.05%
Dec 31, 2023	KERRISDALE ADVISERS, LLC	0.01%	75K	182.25K	0	0
Dec 31, 2023	ETHIC INC.	0%	35.94K	87.33K	-1.27K	-3.42%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.01%	115.71K	281.17K	-12.01K	-9.40%
Dec 31, 2023	MARINER, LLC	0.01%	115.9K	281.63K	-3.88K	-3.24%
Dec 31, 2023	BLACKROCK INC.	0.02%	213.08K	517.79K	-58.32K	-21.49%
Dec 31, 2023	VANGUARD GROUP INC	0.05%	610.55K	1.48M	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0%	0	-	-20.14K	-100.00%
Dec 31, 2023	BALLENTINE PARTNERS, LLC	0%	0	-	-12.94K	-100.00%
Dec 31, 2023	INVESCO LTD.	0%	0	-	-21.75K	-100.00%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	3	7	0	0
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	0%	44	107	-60	-57.69%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	96	233	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	328	797	-1.61K	-83.05%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0%	331	804	-184	-35.73%
Dec 31, 2023	UBS GROUP AG	0%	883	2.15K	855	+3,053.57%
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0%	1.04K	2.52K	227	+28.02%
Dec 31, 2023	MORGAN STANLEY	0%	1.82K	4.43K	-5.79K	-76.05%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0%	2.22K	5K	2.22K	+100.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0%	6.73K	16.34K	0	0
Dec 31, 2023	QUADRANT CAPITAL GROUP LLC	0%	8.72K	21.18K	-15.58K	-64.13%
Dec 31, 2023	SIGNATUREFD, LLC	0%	8.77K	21.31K	-6.19K	-41.37%
Dec 31, 2023	INSPIRE INVESTING, LLC	0%	11.54K	28.03K	-508	-4.22%
Dec 31, 2023	CREATIVE PLANNING	0%	11.71K	28.45K	1.31K	+12.62%
Dec 31, 2023	VIDENT ADVISORY, LLC	0%	20.66K	50.21K	1.6K	+8.38%
Dec 31, 2023	BANCO BTG PACTUAL S.A.	0%	20.74K	50.41K	-5.48K	-20.90%
Dec 31, 2023	VIRTU FINANCIAL LLC	0%	21.66K	53K	21.66K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0%	27.12K	65.89K	-347	-1.26%
Dec 31, 2023	EPACRIA CAPITAL PARTNERS, LLC	0%	28.12K	68.34K	0	0
Dec 31, 2023	STOKES FAMILY OFFICE, LLC	0%	31K	75.33K	0	0
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	32.47K	78.9K	-19.92K	-38.03%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0%	34.05K	83K	-11.54K	-25.31%
Dec 31, 2023		0%	114	277	114	+100.00%
Dec 31, 2023	FIRST TRUST DIRECT INDEXING L.P.	0%	44.52K	108.19K	-43.61K	-49.48%
Dec 31, 2023	FIRST AFFIRMATIVE FINANCIAL NETWORK	0%	46.28K	112.46K	9.09K	+24.45%
Dec 31, 2023	INSPIRE ADVISORS, LLC	0.01%	60.28K	146.49K	18.28K	+43.51%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.01%	69.91K	169.93K	-2.36K	-3.26%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.07%	797.49K	1.94M	47.32K	+6.31%
Sep 30, 2023	DIMENSION CAPITAL MANAGEMENT LLC	0%	0	-	-221.52K	-100.00%
Sep 30, 2023	HARBOUR INVESTMENTS, INC.	0%	0	-	-81	-100.00%
Sep 30, 2023	FMR LLC	0%	0	-	-388	-100.00%
Sep 30, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	3	-	3	+100.00%
Sep 30, 2023	UBS GROUP AG	0%	28	-	28	+100.00%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	96	-	96	+100.00%
Sep 30, 2023	JFS WEALTH ADVISORS, LLC	0%	104	-	0	0
Sep 30, 2023	LINDBROOK CAPITAL, LLC	0%	515	-	0	0
Sep 30, 2023	BELL INVESTMENT ADVISORS, INC	0%	810	-	0	0
Sep 30, 2023	PARALLEL ADVISORS, LLC	0%	1.94K	-	-631	-24.59%
Sep 30, 2023	RHUMBLINE ADVISERS	0%	6.73K	-	-1.74K	-20.56%
Sep 30, 2023	MORGAN STANLEY	0%	7.61K	-	-3.44K	-31.16%
Sep 30, 2023	CREATIVE PLANNING	0%	10.4K	-	-542	-4.95%
Sep 30, 2023	INSPIRE INVESTING, LLC	0%	12.05K	-	-321	-2.60%
Sep 30, 2023	BALLENTINE PARTNERS, LLC	0%	12.94K	-	-1.1K	-7.82%
Sep 30, 2023	SIGNATUREFD, LLC	0%	14.96K	-	-6.68K	-30.86%
Sep 30, 2023	VIDENT ADVISORY, LLC	0%	19.07K	-	19.07K	+100.00%
Sep 30, 2023	BLACKROCK INC.	0.02%	271.4K	-	-57.47K	-17.48%
Sep 30, 2023	VIRTU FINANCIAL LLC	0%	0	-	-10.1K	-100.00%
Sep 30, 2023	MALAGA COVE CAPITAL, LLC	0%	0	-	-13K	-100.00%
Sep 30, 2023	CERITY PARTNERS LLC	0%	20.14K	-	-22.74K	-53.03%
Sep 30, 2023	INVESCO LTD.	0%	21.75K	-	-27.21K	-55.58%
Sep 30, 2023	QUADRANT CAPITAL GROUP LLC	0%	24.3K	-	-4.86K	-16.67%
Sep 30, 2023	BANCO BTG PACTUAL S.A.	0%	26.23K	-	26.23K	+100.00%
Sep 30, 2023	EPACRIA CAPITAL PARTNERS, LLC	0%	28.12K	-	0	0
Sep 30, 2023	STOKES FAMILY OFFICE, LLC	0%	31K	-	12.5K	+67.57%
Sep 30, 2023	FIRST AFFIRMATIVE FINANCIAL NETWORK	0%	37.19K	-	12.19K	+48.74%
Sep 30, 2023	ETHIC INC.	0%	37.21K	-	-1.33K	-3.45%
Sep 30, 2023	INSPIRE ADVISORS, LLC	0%	42K	-	813	+1.97%
Sep 30, 2023	MERCER GLOBAL ADVISORS INC /ADV	0%	45.59K	-	-3.32K	-6.80%
Sep 30, 2023		0%	50.52K	-	50.52K	+100.00%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	0.01%	72.27K	-	-2.01K	-2.70%
Sep 30, 2023	FIRST TRUST DIRECT INDEXING L.P.	0.01%	88.13K	-	-34.56K	-28.17%
Sep 30, 2023	CIDEL ASSET MANAGEMENT INC	0%	0	-	-42.55K	-100.00%
Sep 30, 2023	FOSTER GROUP, INC.	0%	0	-	-10.83K	-100.00%
Sep 30, 2023	MARINER, LLC	0.01%	119.77K	-	-3K	-2.44%
Sep 30, 2023	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-53.48K	-100.00%

Frequently Asked Questions