How many institutions own CRDL 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 CRDL shares is 47, representing 8.54% of the company's common stock.

Who are the major shareholders selling Cardiol Therapeutics Inc. stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in CRDL by -27.22% restricting it's holding to 500 shares of worth nearly $675.00. BANK OF AMERICA CORP /DE/ also lessened -100% of the CRDL shares from its portfolio, reducing its holding to 0 shares of worth -. MARSHALL WACE, LLP also shunned CRDL shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying CRDL stock?

As per its latest 13F filing, KOVACK ADVISORS, INC. increased its stake in CRDL by 100% in the last quarter. The institutional holder raised its holding to 30 thousand shares having worth more than $42.00K. BOOMFISH WEALTH GROUP, LLC also added 100% more shares of CRDL to its portfolio, raising its holding to 14.42 thousand shares of worth $19.47K. EATON FINANCIAL HOLDINGS COMPANY, LLC also increased its CRDL shares holding by 100% which brought its holding to 14 thousand shares worth $18.90K.

CRDL's major insiders: who are they?

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

Did an insider recently sell CRDL stock?

Company executives, directors, and other insiders own 4.29% percent of Cardiol Therapeutics Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which CRDL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CRDL stock?

There have been 0 transaction(s) during the past 6-months in which Cardiol Therapeutics Inc. insiders have bought stock, totalling 0 shares

How much of CRDL does insiders own?

Around 0 Cardiol Therapeutics Inc. shares are held by insiders, which represents about 4.29% of CRDL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CRDL?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in CRDL which holds 500 shares worth $675.00 or 0% of the total CRDL shares outstanding followed by SBI SECURITIES CO., LTD. with ownership of 475 shares representing 0% of the CRDL ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Cardiol Therapeutics Inc. 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 CRDL is concerned, it is a stock which is optionable.

Is there a short position on CRDL's shares?

Number of CRDL shares short is 1.87M. 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 CRDL shares are there?

As of today, 83.73M shares of CRDL are outstanding.

Is there many float in CRDL 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, CRDL has 80.68M shares in float.

CRDL 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 CRDL is 1.74.

Cardiol Therapeutics (CRDL) 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 Shares2.23

Short Percent Of Float2.31

Shares Outstanding83.73M

Shares Float80.68M

Shares Short1.87M

Short Ratio1.74

2.31%

Short % of Float

2.23%

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

4.29% Percentage of Shares held by All Insiders

8.54% Percentage of Shares held by All Institutions

8.92% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 8.54% of CRDL shares are held by financial institutions. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 500 shares valued at $675.00. A 0% stake in Cardiol Therapeutics Inc. is owned by the company. SBI SECURITIES CO., LTD. owns 475 shares valued at $641.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	500	675	-187	-27.22%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	475	641	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-367.45K	-100.00%
Mar 31, 2026	PISCATAQUA SAVINGS BANK	0.01%	5K	10.25K	0	0
Mar 31, 2026	MARSHALL WACE, LLP	0%	0	-	-151.52K	-100.00%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.03%	30K	42K	30K	+100.00%
Mar 31, 2026	BOOMFISH WEALTH GROUP, LLC	0.01%	14.42K	19.47K	14.42K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.01%	8.61K	11.62K	-7.94K	-47.98%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.01%	10.85K	14.65K	0	0
Mar 31, 2026	EATON FINANCIAL HOLDINGS COMPANY, LLC	0.01%	14K	18.9K	14K	+100.00%
Mar 31, 2026	MONECO ADVISORS, LLC	0.02%	15K	20.25K	0	0
Mar 31, 2026	BARCLAYS PLC	0%	200	270	200	+100.00%
Mar 31, 2026	SIMPLEX TRADING, LLC	0%	0	-	-32.2K	-100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-16.55K	-100.00%
Mar 31, 2026	DISCIPLINED EQUITY MANAGEMENT, INC.	0%	0	-	-500	-100.00%
Mar 31, 2026	OPTIMA CAPITAL LLC	0%	0	-	-28	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	21.65K	29K	8.31K	+62.25%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.02%	19.85K	24.81K	0	0
Mar 31, 2026	BAADER BANK AKTIENGESELLSCHAFT	0.02%	15.93K	10.17K	15.93K	+100.00%
Mar 31, 2026	SCIENTECH RESEARCH LLC	0.02%	15.18K	20.49K	15.18K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.01%	10K	13.5K	0	0
Mar 31, 2026	PVG ASSET MANAGEMENT CORP	0.11%	107.17K	112.52K	10K	+10.29%
Mar 31, 2026	JPMORGAN CHASE & CO	0.05%	48.08K	58.65K	48.08K	+100.00%
Mar 31, 2026	MMCAP INTERNATIONAL INC. SPC	15.31%	15.35M	20.73M	15.14M	+7,247.36%
Mar 31, 2026	TEJARA CAPITAL LTD	5.12%	5.13M	6.93M	0	0
Mar 31, 2026	IKARIAN CAPITAL, LLC	2.72%	2.73M	3.68M	2.73M	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.33%	332.4K	448.74K	3.9K	+1.19%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	11.1K	14.98K	370	+3.45%
Mar 31, 2026	ADVISORSHARES INVESTMENTS LLC	0%	0	-	-597.98K	-100.00%
Mar 31, 2026	BOOTHBAY FUND MANAGEMENT, LLC	0.79%	794.88K	1.07M	794.88K	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.53%	534.21K	721.19K	127.28K	+31.28%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.46%	465.03K	629.83K	30K	+6.90%
Mar 31, 2026	MORGAN STANLEY	0.25%	250.42K	338.07K	-94.04K	-27.30%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.23%	229.81K	310.24K	229.81K	+100.00%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.1%	104.06K	140.48K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.01%	10K	13.5K	10K	+100.00%
Mar 31, 2026	1832 ASSET MANAGEMENT L.P.	0.1%	100K	135K	0	0
Mar 31, 2026	KNOLL CAPITAL MANAGEMENT, LLC	0.1%	100K	135K	0	0
Mar 31, 2026	MGO ONE SEVEN LLC	0.1%	100K	135K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.08%	76.6K	103.41K	-12.2K	-13.74%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	70.4K	95.04K	-133.33K	-65.45%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.05%	52.44K	70.79K	0	0
Mar 31, 2026	SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	0.03%	33K	44.55K	0	0
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.05%	47.89K	64.65K	47.89K	+100.00%
Mar 31, 2026		0.02%	23.1K	31.19K	-10K	-30.21%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.02%	23.92K	32K	23.92K	+100.00%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.02%	15.15K	20.45K	0	0
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.01%	6.9K	9.49K	-300	-4.17%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	10K	13.5K	10K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.05%	45.8K	62.2K	2.8K	+6.51%
Mar 31, 2026	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.04%	39.9K	53.87K	0	0
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	22.6K	30.51K	0	0
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0.01%	5K	6K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0%	2.32K	3.14K	622	+36.57%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.12%	104.06K	99.25K	-24.95K	-19.34%
Dec 31, 2025	TEJARA CAPITAL LTD	6.05%	5.13M	4.89M	2.5M	+95.05%
Dec 31, 2025		0.04%	33.1K	32.91K	33.1K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-49.29K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	203.73K	194.31K	110.33K	+118.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	367.45K	350.18K	-183.6K	-33.32%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0%	0	-	-45.4K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-463.46K	-100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-48.63K	-100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-1.53K	-100.00%
Dec 31, 2025	SOUTHSTATE CORP	0%	0	-	-1K	-100.00%
Dec 31, 2025	OPTIMA CAPITAL LLC	0%	28	27	28	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	475	453	-1	-0.21%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	13.34K	13K	892	+7.16%
Dec 31, 2025	MONECO ADVISORS, LLC	0.02%	15K	14.31K	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	15.15K	14.45K	15.15K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.02%	16.55K	15.79K	-36.94K	-69.06%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	16.55K	16.55K	-218	-1.30%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.01%	10.85K	10.35K	10.85K	+100.00%
Dec 31, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	39.9K	38.06K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.06%	52.44K	50.01K	0	0
Dec 31, 2025	PVG ASSET MANAGEMENT CORP	0.11%	97.17K	92.68K	-44.93K	-31.62%
Dec 31, 2025	MGO ONE SEVEN LLC	0.12%	100K	95.38K	0	0
Dec 31, 2025	1832 ASSET MANAGEMENT L.P.	0.12%	100K	95.38K	100K	+100.00%
Dec 31, 2025	DISCIPLINED EQUITY MANAGEMENT, INC.	0%	500	605	500	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	687	659	-1.03K	-60.03%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	1.7K	1.62K	135	+8.62%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	5K	4K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	5K	4.77K	5K	+100.00%
Dec 31, 2025	PISCATAQUA SAVINGS BANK	0.01%	5K	10.25K	0	0
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	406.94K	388.14K	174.59K	+75.14%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.51%	435.03K	415.75K	435.03K	+100.00%
Dec 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.71%	597.98K	570.35K	40.59K	+7.28%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0%	0	-	-5K	-100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-500	-100.00%
Dec 31, 2025	MMCAP INTERNATIONAL INC. SPC	0.25%	208.95K	199.3K	-84.11K	-28.70%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	328.5K	313.32K	6.7K	+2.08%
Dec 31, 2025	MORGAN STANLEY	0.41%	344.46K	328.55K	188.13K	+120.34%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.01%	7.2K	6.87K	300	+4.35%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.01%	10K	9.54K	0	0
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.02%	19.1K	18.22K	-13.51K	-41.43%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	19.85K	18.91K	-1.21K	-5.76%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	22.6K	21.56K	0	0
Dec 31, 2025	SIMPLEX TRADING, LLC	0.04%	32.2K	30.72K	15.74K	+95.67%
Dec 31, 2025	SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	0.04%	33K	31.48K	33K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.05%	39.83K	38.02K	-76.52K	-65.77%
Dec 31, 2025	KNOLL CAPITAL MANAGEMENT, LLC	0.12%	100K	95.3K	0	0
Dec 31, 2025	MARSHALL WACE, LLP	0.18%	151.52K	143.94K	-392.8K	-72.16%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-19.01K	-100.00%
Dec 31, 2025	BAADER BANK AKTIENGESELLSCHAFT	0%	0	-	-13.83K	-100.00%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-25.44K	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	10.73K	10.23K	130	+1.23%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-20.67K	-100.00%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.01%	10K	10.7K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	10.6K	11K	10.6K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	12.45K	13K	-7.85K	-38.68%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	16.77K	17.78K	-70	-0.42%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.03%	20.67K	22.12K	20.67K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	21.06K	22.75K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.06%	49.29K	52K	49.29K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.06%	52.44K	56.11K	0	0
Sep 30, 2025	UBS GROUP AG	0.06%	53.49K	57.23K	-85.75K	-61.59%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	93.4K	99.94K	73.38K	+366.45%
Sep 30, 2025	MGO ONE SEVEN LLC	0.12%	100K	107K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-15.21K	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-206.27K	-100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.66%	544.32K	582.42K	544.32K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.56%	463.46K	495.9K	463.46K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.19%	156.33K	167.27K	56.45K	+56.52%
Sep 30, 2025	THOMPSON DAVIS & CO., INC.	0%	0	-	-28.4K	-100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-50K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-6.15K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	476	509	-1	-0.21%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	500	535	500	+100.00%
Sep 30, 2025	SOUTHSTATE CORP	0%	1K	1.07K	0	0
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	1.53K	1.64K	-6.18K	-80.11%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	1.57K	1.7K	-7.65K	-83.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.72K	1.88K	-2.3K	-57.17%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	5K	5K	0	0
Sep 30, 2025	PISCATAQUA SAVINGS BANK	0.01%	5K	10.25K	0	0
Sep 30, 2025	BAADER BANK AKTIENGESELLSCHAFT	0.02%	13.83K	6.66K	13.83K	+100.00%
Sep 30, 2025	MONECO ADVISORS, LLC	0.02%	15K	16.05K	0	0
Sep 30, 2025	SIMPLEX TRADING, LLC	0.02%	16.46K	17K	16.46K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	22.6K	24.18K	0	0
Sep 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.03%	25.08K	26.84K	25.08K	+100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.03%	25.44K	27.22K	-70.91K	-73.60%
Sep 30, 2025	ADVISORSHARES INVESTMENTS LLC	0.67%	557.39K	596.41K	-300K	-34.99%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.04%	32.61K	34.89K	32.61K	+100.00%
Sep 30, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	39.9K	42.69K	0	0
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.05%	45.4K	49.04K	45.4K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	48.63K	52.48K	-133.05K	-73.23%
Sep 30, 2025	KNOLL CAPITAL MANAGEMENT, LLC	0.12%	100K	107K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	116.35K	126.19K	116.35K	+100.00%
Sep 30, 2025	TEJARA CAPITAL LTD	3.18%	2.63M	2.81M	-635.7K	-19.47%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.16%	129.01K	138.04K	129.01K	+100.00%
Sep 30, 2025	SHEETS SMITH INVESTMENT MANAGEMENT	0.17%	142.1K	152.04K	142.1K	+100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.28%	232.35K	248.61K	232.35K	+100.00%
Sep 30, 2025	MMCAP INTERNATIONAL INC. SPC	0.35%	293.06K	313.57K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.39%	321.8K	344.33K	264.3K	+459.65%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.17%	144.06K	154K	144.06K	+100.00%
Sep 30, 2025	PAINTED PORCH ADVISORS LLC	0%	147	157	0	0
Sep 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.01%	5K	5.35K	5K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.02%	19.01K	20.48K	-40.94K	-68.29%
Sep 30, 2025	PVG ASSET MANAGEMENT CORP	0.17%	142.1K	152.04K	-141.38K	-49.87%
Sep 30, 2025	LION STREET ADVISORS, LLC	0%	0	-	-340.03K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.67%	551.05K	589.63K	524.6K	+1,982.98%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-14.2K	-100.00%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	6.9K	7.44K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-1.7K	-100.00%
Jun 30, 2025	SOUTHSTATE CORP	0%	1K	1.36K	0	0
Jun 30, 2025	TEJARA CAPITAL LTD	3.95%	3.27M	4.44M	70.83K	+2.22%
Jun 30, 2025	LION STREET ADVISORS, LLC	0.41%	340.03K	461.08K	6.3K	+1.89%
Jun 30, 2025	MMCAP INTERNATIONAL INC. SPC	0.35%	293.06K	398.56K	-489.57K	-62.55%
Jun 30, 2025	KNOLL CAPITAL MANAGEMENT, LLC	0.12%	100K	136K	0	0
Jun 30, 2025	MGO ONE SEVEN LLC	0.12%	100K	136K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	206.27K	280K	-115.02K	-35.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	57.5K	78.2M	18.3K	+46.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	26.46K	35.98K	15.26K	+136.21%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-118	-100.00%
Jun 30, 2025		0%	0	-	-556	-100.00%
Jun 30, 2025	UBS GROUP AG	0.17%	139.24K	189.37K	-358.61K	-72.03%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.12%	96.34K	131.03K	-42.71K	-30.72%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.06%	52.44K	71.31K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.06%	50K	67.97K	-79	-0.16%
Jun 30, 2025	LPL FINANCIAL LLC	0.02%	15.21K	20.69K	15.21K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	14.2K	19K	14.2K	+100.00%
Jun 30, 2025	ADVISORSHARES INVESTMENTS LLC	1.04%	857.39K	1.17M	-125.1K	-12.73%
Jun 30, 2025	MORGAN STANLEY	0.12%	99.88K	135.84M	40.27K	+67.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	59.95K	81.42K	-7.61K	-11.27%
Jun 30, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	39.9K	54.26K	3K	+8.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-25	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	20.3K	28K	7.49K	+58.45%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	181.68K	246.62K	-147.47K	-44.80%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	20.02K	27.23K	20.02K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-16.04K	-100.00%
Jun 30, 2025	STONE HOUSE INVESTMENT MANAGEMENT, LLC	0%	0	-	-50	-100.00%
Jun 30, 2025	PVG ASSET MANAGEMENT CORP	0.34%	283.47K	385.52K	-153.89K	-35.19%
Jun 30, 2025	THOMPSON DAVIS & CO., INC.	0.03%	28.4K	38.62K	28.4K	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	22.6K	30.74K	22.6K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	21.06K	29.7K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	16.84K	25.93K	16.84K	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	15.15K	20.61K	0	0
Jun 30, 2025	MONECO ADVISORS, LLC	0.02%	15K	20.4K	15K	+100.00%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.01%	10K	13.6K	0	0
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-55K	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	477	649	2	+0.42%
Jun 30, 2025	PAINTED PORCH ADVISORS LLC	0%	147	200	0	0
Jun 30, 2025	BANQUE TRANSATLANTIQUE SA	0%	0	-	-556	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	9.21K	12.51K	650	+7.59%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.01%	7.71K	10.49K	-733	-8.68%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.01%	6.9K	8.96K	0	0
Jun 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	0	-	-4K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	6.15K	8.37K	6.15K	+100.00%
Jun 30, 2025	PISCATAQUA SAVINGS BANK	0.01%	5K	10.25K	0	0
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	5K	6K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	4.01K	5.45K	-275	-6.41%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	39.2K	38.02K	3.3K	+9.19%
Mar 31, 2025		0%	0	-	-85	-100.00%
Mar 31, 2025	NEW WAVE WEALTH ADVISORS LLC	0%	0	-	-1K	-100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0%	0	-	-18.31K	-100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.01%	6.9K	6.43K	0	0
Mar 31, 2025	SOUTHSTATE CORP	0%	1K	970	0	0
Mar 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0.01%	4K	3.88K	0	0
Mar 31, 2025	STONE HOUSE INVESTMENT MANAGEMENT, LLC	0%	50	48	50	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	118	114	118	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	4.29K	4.1K	545	+14.56%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	11.2K	10.85K	-300	-2.61%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	12.81K	12K	-11.99K	-48.33%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	15.15K	14.69K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.02%	16.04K	16K	-31.99K	-66.61%
Mar 31, 2025	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	36.9K	35.79K	0	0
Mar 31, 2025	KNOLL CAPITAL MANAGEMENT, LLC	0.14%	100K	96.9K	0	0
Mar 31, 2025	MGO ONE SEVEN LLC	0.14%	100K	96.98K	0	0
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.2%	139.05K	134.85K	3.16K	+2.33%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-13.54K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-17.36K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-38.11K	-100.00%
Mar 31, 2025	PISCATAQUA SAVINGS BANK	0.01%	5K	10.25K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.01%	8.45K	8.19K	3.14K	+59.15%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	8.56K	8.15K	2.68K	+45.51%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.01%	10K	9.7K	10K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	321.29K	310K	-9.22K	-2.79%
Mar 31, 2025	PVG ASSET MANAGEMENT CORP	0.63%	437.36K	424.15K	-49.93K	-10.25%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	21.06K	20.22K	1.21K	+6.11%
Mar 31, 2025	MORGAN STANLEY	0.09%	59.61K	57.81K	-144.93K	-70.86%
Mar 31, 2025	UBS GROUP AG	0.71%	497.86K	482.92K	263.04K	+112.02%
Mar 31, 2025	MMCAP INTERNATIONAL INC. SPC	1.12%	782.63K	758.99K	-13K	-1.63%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	329.15K	314.57K	19.47K	+6.29%
Mar 31, 2025	LION STREET ADVISORS, LLC	0.48%	333.73K	317.7K	26.06K	+8.47%
Mar 31, 2025	ADVISORSHARES INVESTMENTS LLC	1.41%	982.49K	911.36K	100K	+11.33%
Mar 31, 2025	TEJARA CAPITAL LTD	4.57%	3.19M	3.1M	79.55K	+2.55%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.07%	50.08K	47.68K	79	+0.16%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.08%	52.44K	50.85K	0	0
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.08%	55K	53.35K	55K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-25	-100.00%
Mar 31, 2025	TORONTO DOMINION BANK	0%	0	-	-1	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	25	24	-1.98K	-98.75%
Mar 31, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	5K	4K	0	0
Mar 31, 2025	MARSHALL WACE, LLP	0%	0	-	-13.19K	-100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	67.56K	64.84K	24.02K	+55.15%
Mar 31, 2024	MGO ONE SEVEN LLC	0.15%	100K	181K	0	0
Mar 31, 2024	MMCAP INTERNATIONAL INC. SPC	3.82%	2.57M	4.64M	-387.18K	-13.11%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	TORONTO DOMINION BANK	0%	103	186	-130	-55.79%
Mar 31, 2024	CITY STATE BANK	0%	825	1K	0	0
Mar 31, 2024	BENJAMIN EDWARDS INC	0%	875	2K	0	0
Mar 31, 2024	RISE ADVISORS, LLC	0%	1K	1.81K	0	0
Mar 31, 2024	SOUTHSTATE CORP	0%	1K	1.81K	0	0
Mar 31, 2024	GROUP ONE TRADING, L.P.	0.01%	3.67K	6.64K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	4K	7.24K	0	0
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0.01%	5K	9K	0	0
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.01%	6.9K	16.63K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	11.15K	20.19K	0	0
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.02%	12.66K	22.92K	12.66K	+100.00%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.02%	14.68K	26.57K	14.68K	+100.00%
Mar 31, 2024	PRIVATE OCEAN, LLC	0.02%	15.15K	27.42K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.03%	16.43K	31K	-17.68K	-51.83%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.03%	16.5K	29.87K	-400	-2.37%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.04%	23.5K	42.54K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	25.38K	45.72K	25.38K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.04%	25.6K	46.31K	-41.2K	-61.68%
Mar 31, 2024	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.05%	36.9K	66.79K	0	0
Mar 31, 2024	PISCATAQUA SAVINGS BANK	0%	3K	6.15K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	3K	5.38K	3K	+100.00%
Mar 31, 2024	AXS INVESTMENTS LLC	0%	0	-	-697.65K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.46K	-100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	2.12K	4.51K	120	+6.00%
Mar 31, 2024	UBS GROUP AG	0%	2.78K	5.03K	-2.93K	-51.30%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	38K	68.78K	20.6K	+118.39%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	50K	104.88K	-54.48K	-52.14%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.08%	52.44K	94.91K	0	0
Mar 31, 2024	LAIRD NORTON TRUST COMPANY, LLC	0.15%	100K	181K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	128.74K	233K	43.54K	+51.11%
Mar 31, 2024	LION STREET ADVISORS, LLC	0.29%	192.7K	160.78K	0	0
Mar 31, 2024	ADVISORSHARES INVESTMENTS LLC	1.94%	1.3M	2.36M	112K	+9.41%
Mar 31, 2024	TEJARA CAPITAL LTD	2.44%	1.64M	2.98M	527.73K	+47.26%
Mar 31, 2024	CREDIT SUISSE AG/	0.12%	80K	194.4K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.01%	4K	3.37K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.04%	23.5K	19.82K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.05%	34.11K	28K	-10.34K	-23.27%
Dec 31, 2023	MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.06%	36.9K	31.11K	0	0
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.08%	52.44K	44.05K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	66.8K	56.33K	-2K	-2.91%
Dec 31, 2023		0.01%	6.9K	8.21K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	85.2K	72K	0	0
Dec 31, 2023	MGO ONE SEVEN LLC	0.16%	100K	84.32K	0	0
Dec 31, 2023	LAIRD NORTON TRUST COMPANY, LLC	0.16%	100K	84.32K	0	0
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.16%	104.48K	100.93K	-6.68K	-6.01%
Dec 31, 2023	LION STREET ADVISORS, LLC	0.3%	192.7K	160.78K	192.7K	+100.00%
Dec 31, 2023	AXS INVESTMENTS LLC	1.08%	697.65K	579.16K	-75.88K	-9.81%
Dec 31, 2023	TEJARA CAPITAL LTD	1.73%	1.12M	941.58K	471.22K	+73.01%
Dec 31, 2023	ADVISORSHARES INVESTMENTS LLC	1.85%	1.19M	999.58K	-15.81K	-1.31%
Dec 31, 2023	MMCAP INTERNATIONAL INC. SPC	4.58%	2.95M	2.66M	0	0
Dec 31, 2023	MONECO ADVISORS, LLC	0%	0	-	-14K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-33.31K	-100.00%
Dec 31, 2023	HRT FINANCIAL LP	0%	0	-	-12.35K	-100.00%
Dec 31, 2023	MORGAN STANLEY	0%	0	-	-100	-100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	0	-	-150	-100.00%
Dec 31, 2023	TORONTO DOMINION BANK	0%	233	196	207	+796.15%
Dec 31, 2023	CITY STATE BANK	0%	825	1K	0	0
Dec 31, 2023	BENJAMIN EDWARDS INC	0%	875	1K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0%	1K	840	1K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.12%	80K	88K	30K	+60.00%
Dec 31, 2023	RISE ADVISORS, LLC	0%	1K	843	0	0
Dec 31, 2023	SOUTHSTATE CORP	0%	1K	843	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0%	2K	1.76K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	3.46K	2.92K	3.46K	+100.00%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0.01%	3.67K	3.08M	2K	+119.98%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.03%	16.9K	14.25K	0	0
Dec 31, 2023	VALLEY NATIONAL ADVISERS INC	0.01%	5K	4K	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	5.71K	4.82K	3.15K	+123.09%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.02%	11.15K	9.41K	11.15K	+100.00%
Dec 31, 2023	PRIVATE OCEAN, LLC	0.02%	15.15K	12.78K	0	0

Frequently Asked Questions