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

Who are the major shareholders selling iShares Global Materials ETF stock?

MUTUAL ADVISORS, LLC, in the last quarter, reduced its stake in MXI by -4.41% restricting it's holding to 11.54 thousand shares of worth nearly $1.11M. WEALTH ADVISORS OF TAMPA BAY, LLC also lessened -0.41% of the MXI shares from its portfolio, reducing its holding to 16.92 thousand shares of worth $1.63M. FIRST BANCORP, INC /ME/ also shunned MXI shares holding by -14.81% last quarter which brought its holding to 3.45 thousand shares worth $333.41K.

Investors who are buying MXI stock?

As per its latest 13F filing, FARTHER FINANCE ADVISORS, LLC increased its stake in MXI by 224.38% in the last quarter. The institutional holder raised its holding to 1.7 thousand shares having worth more than $164.58K. ROYAL BANK OF CANADA also added 121.22% more shares of MXI to its portfolio, raising its holding to 3.35 thousand shares of worth $324.00K. ADVISOR GROUP HOLDINGS, INC. also increased its MXI shares holding by 1.67% which brought its holding to 7.85 thousand shares worth $760.47K.

MXI's major insiders: who are they?

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

Did an insider recently sell MXI stock?

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

Which insider recently purchased MXI stock?

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

How much of MXI does insiders own?

Around 0 iShares Global Materials ETF shares are held by insiders, which represents about N/A of MXI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MXI?

FARTHER FINANCE ADVISORS, LLC is the largest institutional owner in MXI which holds 1.7 thousand shares worth $164.58K or 0.08% of the total MXI shares outstanding followed by ROYAL BANK OF CANADA with ownership of 3.35 thousand shares representing 0.15% of the MXI ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 7.85 thousand shares or 0.36% of the ownership worth more than $760.47K.

Is iShares Global Materials 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 MXI is concerned, it is a stock which is optionable.

Is there a short position on MXI's shares?

Number of MXI 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 MXI shares are there?

As of today, null shares of MXI are outstanding.

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

MXI 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 MXI is null.

iShares Global Materials ETF (MXI) 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. FARTHER FINANCE ADVISORS, LLC is the top corporate investor, holding 1.7K shares valued at $164.58K. A 0.08% stake in iShares Global Materials ETF is owned by the company. ROYAL BANK OF CANADA owns 3.35K shares valued at $324.00K, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.08%	1.7K	164.58K	1.18K	+224.38%
Dec 31, 2025	ROYAL BANK OF CANADA	0.15%	3.35K	324K	1.83K	+121.22%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	7.85K	760.47K	129	+1.67%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	768	74.19K	768	+100.00%
Dec 31, 2025	FIFTH THIRD BANCORP	0.04%	798	77.12K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	802	77.5K	6	+0.75%
Dec 31, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.04%	818	79.05K	818	+100.00%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.53%	11.54K	1.11M	-532	-4.41%
Dec 31, 2025	J. SAFRA SARASIN HOLDING AG	0.62%	13.5K	1.3M	13.5K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	13.52K	1.31M	4.03K	+42.41%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	12.7K	1.23M	5K	+64.94%
Dec 31, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.78%	16.92K	1.63M	-70	-0.41%
Dec 31, 2025	FIRST BANCORP, INC /ME/	0.16%	3.45K	333.41K	-600	-14.81%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.16%	3.57K	345.2K	0	0
Dec 31, 2025	MACKENZIE FINANCIAL CORP	0.1%	2.16K	210.34K	2.16K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.1%	2.17K	209.52K	2.17K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.1%	2.24K	216.9K	74	+3.41%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.18%	3.9K	376.8K	-148	-3.66%
Dec 31, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.2%	4.28K	413K	0	0
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.22%	4.85K	469.05K	-1.19K	-19.68%
Dec 31, 2025	CREATIVE PLANNING	0.23%	5.02K	485.52K	-2.24K	-30.79%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.27%	5.93K	573.02K	1.12K	+23.26%
Dec 31, 2025	CLIMBER CAPITAL SA	0.28%	6.05K	543.29K	6.05K	+100.00%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.28%	6.19K	598.2K	2.44K	+65.02%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.37%	8.1K	782.38K	-59	-0.72%
Dec 31, 2025	MORGAN STANLEY	6.57%	143.09K	13.83M	-7.35K	-4.89%
Dec 31, 2025		0.1%	2.18K	213K	2.18K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	334	32.28K	0	0
Dec 31, 2025	TRUST CO OF VERMONT	0.02%	376	36.34K	0	0
Dec 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.02%	442	43K	0	0
Dec 31, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.02%	463	44.78K	0	0
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.03%	559	54.02K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	663	64.07K	206	+45.08%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	2.09K	201.72K	615	+41.78%
Dec 31, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.11%	2.3K	222.27K	0	0
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.16%	3.58K	345.78K	80	+2.29%
Dec 31, 2025	CITIGROUP INC	0.09%	1.95K	188.06K	-326	-14.35%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.19%	4.08K	394.29K	0	0
Dec 31, 2025	UMB BANK, N.A.	0.75%	16.25K	1.57M	16.25K	+100.00%
Dec 31, 2025	OVERSEA-CHINESE BANKING CORP LTD	1.18%	25.74K	2.49M	921	+3.71%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.25%	27.17K	2.63M	27.17K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.43%	74.68K	7.22M	-830	-1.10%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	2.69K	259.58K	13	+0.49%
Dec 31, 2025	BESSEMER GROUP INC	0.14%	3.03K	293K	0	0
Dec 31, 2025	MARINER, LLC	0.15%	3.2K	308.77K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	1.49%	32.39K	3.13M	805	+2.55%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.9%	63.16K	6.1M	-615	-0.96%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	4.87%	105.89K	10.23M	353	+0.33%
Dec 31, 2025	PATHWAY FINANCIAL ADVISORS LLC	8.56%	186.2K	18.85M	5.97K	+3.31%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	4.49K	433.62K	397	+9.71%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	985	95.19M	164	+19.98%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.05%	987	95.35K	8	+0.82%
Dec 31, 2025	COMERICA BANK	0.05%	1.09K	105.72K	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.11%	2.43K	235K	-991	-28.98%
Dec 31, 2025	VIAWEALTH, LLC	0.17%	3.67K	354.61K	25	+0.69%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.17%	3.68K	355.98K	-48	-1.29%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.25%	5.36K	518.38K	5.08K	+1,782.11%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.25%	5.5K	531.88K	-417	-7.04%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	6.65K	643K	-658	-9.00%
Dec 31, 2025	SAVA INFOND D.O.O.	0.46%	10.1K	976.06K	3.3K	+48.53%
Dec 31, 2025	CITADEL ADVISORS LLC	0.79%	17.17K	1.66M	-5.59K	-24.56%
Dec 31, 2025	PALLADIEM, LLC	1.06%	23.05K	2.25M	23.05K	+100.00%
Dec 31, 2025	UBS GROUP AG	1.19%	25.84K	2.5M	3.98K	+18.20%
Dec 31, 2025	RMG WEALTH MANAGEMENT LLC	26.06%	567.12K	28.92M	567.12K	+100.00%
Dec 31, 2025	PRIVATE TRUST CO NA	0.06%	1.25K	120.41K	706	+130.74%
Dec 31, 2025	CX INSTITUTIONAL	0.06%	1.26K	122K	997	+379.09%
Dec 31, 2025	YANKCOM PARTNERSHIP	0.07%	1.59K	153.56K	0	0
Dec 31, 2025	CWM, LLC	0.07%	1.6K	154K	-22	-1.36%
Sep 30, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.17%	4.28K	396K	-50	-1.15%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	796	73.62K	-200	-20.08%
Sep 30, 2025	HOPWOOD FINANCIAL SERVICES, INC.	0.03%	627	57.98K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.02%	559	51.69K	-558	-49.96%
Sep 30, 2025	FMR LLC	0.02%	543	50.25K	0	0
Sep 30, 2025	SAVA INFOND D.O.O.	0.27%	6.8K	628.79K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.09%	2.17K	200.66K	194	+9.82%
Sep 30, 2025	JANE STREET GROUP, LLC	0.5%	12.43K	1.15M	-16.9K	-57.63%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.48%	12.07K	1.11M	625	+5.46%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	8.16K	752.88K	959	+13.33%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	6.36K	587.83K	852	+15.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.16%	4.09K	378.2K	-138	-3.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	2.67K	247K	-355	-11.72%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	1.47K	134.2K	-73	-4.72%
Sep 30, 2025	FIFTH THIRD BANCORP	0.03%	798	73.79K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.38%	9.49K	877.82K	845	+9.77%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	540	49.93K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	525	48.55K	525	+100.00%
Sep 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.02%	463	42.85K	-173	-27.20%
Sep 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.02%	442	41K	0	0
Sep 30, 2025	TRUST CO OF VERMONT	0.02%	376	34.77K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	334	30.89K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	330	30.52K	0	0
Sep 30, 2025	SYM FINANCIAL CORP	0.01%	296	27.34K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	285	26.35K	-8.6K	-96.79%
Sep 30, 2025	CX INSTITUTIONAL	0.01%	263	24K	-692	-72.46%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	259	23.91K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	211	19.51K	-110	-34.27%
Sep 30, 2025	EPG WEALTH MANAGEMENT LLC	0.01%	178	16.42K	0	0
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	106	9.72K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	4.22%	105.54K	9.76M	692	+0.66%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.02%	75.51K	6.98M	2.08K	+2.83%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.55%	63.78K	5.9M	380	+0.60%
Sep 30, 2025	CITADEL ADVISORS LLC	0.91%	22.76K	2.1M	6.56K	+40.51%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.14%	3.42K	316K	-648	-15.93%
Sep 30, 2025	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.09%	2.3K	212.68K	2.3K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	979	90.57K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.26%	31.58K	2.92M	1.13K	+3.71%
Sep 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.99%	24.82K	2.29M	-24.82K	-50.00%
Sep 30, 2025	UBS GROUP AG	0.87%	21.86K	2.02M	-2.32K	-9.59%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.86%	21.43K	1.98M	6.04K	+39.29%
Sep 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.68%	16.99K	1.57M	315	+1.89%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	7.7K	712.02K	7.7K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	7.72K	699.2K	-379	-4.68%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	7.31K	676K	-367	-4.78%
Sep 30, 2025	CREATIVE PLANNING	0.29%	7.26K	671.23K	-181	-2.43%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.24%	6.04K	558.73K	1.55K	+34.36%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	5.92K	547.46K	-481	-7.51%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	4.81K	444.79K	-1.43K	-22.85%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.16%	4.08K	363.85K	0	0
Sep 30, 2025	FIRST BANCORP, INC /ME/	0.16%	4.05K	374.5K	-70	-1.70%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.16%	4.05K	374.22K	-396	-8.91%
Sep 30, 2025	VIAWEALTH, LLC	0.15%	3.64K	336.98K	-897	-19.75%
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.14%	3.57K	330.3K	-685	-16.09%
Sep 30, 2025	MARINER, LLC	0.13%	3.2K	295.44K	0	0
Sep 30, 2025	BESSEMER GROUP INC	0.12%	3.03K	280K	0	0
Sep 30, 2025	CITIGROUP INC	0.09%	2.27K	210.09K	2.27K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	1.84K	170.36K	1.84K	+100.00%
Sep 30, 2025	CWM, LLC	0.06%	1.62K	150K	22	+1.38%
Sep 30, 2025	YANKCOM PARTNERSHIP	0.06%	1.59K	146.93K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	1.51K	140K	-274	-15.33%
Sep 30, 2025	COMERICA BANK	0.04%	1.09K	101.16K	-43	-3.78%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	821	75.92K	0	0
Sep 30, 2025	PATHWAY FINANCIAL ADVISORS LLC	7.2%	180.24K	16.67M	10.06K	+5.91%
Sep 30, 2025	MORGAN STANLEY	6.01%	150.44K	13.91M	7.15K	+4.99%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.15%	3.75K	346.85K	0	0
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	3.73K	345.06K	38	+1.03%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.14%	3.5K	323.25K	-20.1K	-85.18%
Jun 30, 2025	CX INSTITUTIONAL	0.04%	955	82K	892	+1,415.87%
Jun 30, 2025	FMR LLC	0.02%	543	46.45M	-24	-4.23%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	540	46.15K	0	0
Jun 30, 2025	TRUST CO OF VERMONT	0.02%	376	32.14K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.01%	272	21.14K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	259	22.1K	4	+1.57%
Jun 30, 2025	PATHWAY FINANCIAL ADVISORS LLC	6.85%	170.17K	14.54M	22.93K	+15.58%
Jun 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	2%	49.63K	4.24M	0	0
Jun 30, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.67%	16.67K	1.43M	160	+0.97%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.46%	11.44K	1.01M	11.44K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	8.65K	739.14K	4.44K	+105.37%
Jun 30, 2025	GTS SECURITIES LLC	0.28%	7.07K	604.44K	7.07K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.18%	4.5K	384.38K	-6.91K	-60.56%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	4.44K	379.74K	-3.64K	-45.01%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	1.47K	125.3K	0	0
Jun 30, 2025	COMERICA BANK	0.05%	1.14K	97.18K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.04%	1.12K	95.47K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.62%	15.38K	1.32M	-13.31K	-46.38%
Jun 30, 2025	MARINER, LLC	0.13%	3.2K	273.08K	25	+0.79%
Jun 30, 2025	VIAWEALTH, LLC	0.18%	4.54K	388.11K	317	+7.50%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.36%	8.88K	759.02K	-8.91K	-50.08%
Jun 30, 2025	MORGAN STANLEY	5.76%	143.29K	12.25B	7.45K	+5.48%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	996	85.14K	14	+1.43%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	4.22%	104.85K	8.96M	2.4K	+2.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	73.44K	6.28M	-7.23K	-8.96%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.55%	63.4K	5.42M	1.25K	+2.01%
Jun 30, 2025	LPL FINANCIAL LLC	1.23%	30.45K	2.6M	-319	-1.04%
Jun 30, 2025	JANE STREET GROUP, LLC	1.18%	29.33K	2.51M	-12.01K	-29.04%
Jun 30, 2025	UBS GROUP AG	0.97%	24.18K	2.07M	-1.41K	-5.51%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.68%	16.96K	1.45M	-3.73K	-18.05%
Jun 30, 2025	CITADEL ADVISORS LLC	0.65%	16.2K	1.38B	-18.75K	-53.65%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	7.68K	656K	69	+0.91%
Jun 30, 2025	CREATIVE PLANNING	0.3%	7.44K	635.89K	284	+3.97%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	5.51K	470.51M	-19	-0.34%
Jun 30, 2025	SAVA INFOND D.O.O.	0.27%	6.8K	581.2K	-2K	-22.73%
Jun 30, 2025	CLIMBER CAPITAL SA	0.25%	6.25K	531.52K	0	0
Jun 30, 2025	INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC	0.17%	4.33K	370K	0	0
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.17%	4.26K	363.85K	0	0
Jun 30, 2025	YANKCOM PARTNERSHIP	0.06%	1.59K	135.81K	0	0
Jun 30, 2025	SYM FINANCIAL CORP	0.01%	296	25.27K	4	+1.37%
Jun 30, 2025	FRONT ROW ADVISORS LLC	0.01%	333	28.46K	-50	-13.05%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	334	28.55K	-90	-21.23%
Jun 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.02%	442	38K	0	0
Jun 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.03%	636	54.39K	0	0
Jun 30, 2025	FORTIS ADVISORS, LLC	0.12%	2.94K	251.19K	2.94K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	3.03K	259K	-574	-15.94%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.16%	4.07K	348K	-253	-5.86%
Jun 30, 2025	OLD MISSION CAPITAL LLC	1.57%	39K	3.33M	25.88K	+197.32%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.95%	23.6K	2.06M	-154.98K	-86.79%
Jun 30, 2025	FIRST BANCORP, INC /ME/	0.17%	4.12K	352.14K	-250	-5.72%
Jun 30, 2025	CWM, LLC	0.06%	1.6K	136K	0	0
Jun 30, 2025		0.06%	1.59K	135.81K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	1.55K	131.91K	17	+1.11%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	8.1K	694.22K	513	+6.76%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	7.2K	615.04K	-745	-9.38%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.26%	6.4K	547.13K	-487	-7.07%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.26%	6.36K	543.6K	1.46K	+29.88%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.16%	4.08K	353.06K	0	0
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.13%	3.18K	271.88K	44	+1.40%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.08%	1.98K	168.89K	300	+17.90%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	1.79K	153K	122	+7.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.17%	4.23K	361.37K	-539	-11.31%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.15%	3.75K	320.6K	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	3.69K	315.69K	9	+0.24%
Jun 30, 2025	BESSEMER GROUP INC	0.12%	3.03K	259K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	979	83.71K	14	+1.45%
Mar 31, 2025	CITADEL ADVISORS LLC	1.39%	34.95K	2.86M	34.95K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	1.67K	136K	-350	-17.37%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	1.47K	119.82K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	7.94K	649.01K	461	+6.16%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.32%	8.08K	660.38K	-10.05K	-55.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.2%	80.67K	6.59M	-225	-0.28%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.47%	62.15K	5.08M	-23	-0.04%
Mar 31, 2025	VIAWEALTH, LLC	0.17%	4.22K	345.24K	-1.77K	-29.58%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	3.69K	301.18K	-143	-3.74%
Mar 31, 2025	MARINER, LLC	0.13%	3.17K	259.08K	-65	-2.01%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.27%	6.89K	563.01K	-3.47K	-33.51%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.22%	5.52K	451.48K	-189	-3.31%
Mar 31, 2025	LPL FINANCIAL LLC	1.22%	30.77K	2.51M	-4.04K	-11.61%
Mar 31, 2025	FLOW TRADERS U.S. LLC	1.14%	28.69K	2.35M	28.69K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.02%	25.59K	2.09M	-453	-1.74%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.45%	11.4K	931.98K	-1.54K	-11.92%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	7.61K	622K	-38	-0.50%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	7.59K	621.9K	431	+6.02%
Mar 31, 2025	BESSEMER GROUP INC	0.12%	3.03K	248K	-1.55K	-33.81%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.07%	1.68K	137.67K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	4.21K	344.17K	4.21K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	4.1K	335.09K	0	0
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.71%	17.79K	1.45M	-11.92K	-40.12%
Mar 31, 2025	WEALTH ADVISORS OF TAMPA BAY, LLC	0.66%	16.51K	1.35M	1.57K	+10.47%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	7.09%	178.58K	14.64M	131.7K	+280.95%
Mar 31, 2025	PATHWAY FINANCIAL ADVISORS LLC	5.84%	147.24K	12.03M	13.44K	+10.04%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	4.9K	400.23K	-595	-10.83%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	4.77K	389.61K	-88	-1.81%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.15%	3.75K	306.57K	0	0
Mar 31, 2025	FIRST BANCORP, INC /ME/	0.17%	4.37K	357.16K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	3.6K	294K	265	+7.94%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.12%	3.14K	256.41K	0	0
Mar 31, 2025		0.06%	1.59K	129.87K	0	0
Mar 31, 2025	COMERICA BANK	0.05%	1.14K	92.93K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	1.53K	125.17K	369	+31.84%
Mar 31, 2025	CWM, LLC	0.06%	1.6K	130K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	1.64%	41.34K	3.38M	41.34K	+100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.04%	1.12K	91.29K	0	0
Mar 31, 2025	MORGAN STANLEY	5.39%	135.84K	11.1M	1.31K	+0.97%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.52%	13.12K	1.07M	6K	+84.27%
Mar 31, 2025	CREATIVE PLANNING	0.28%	7.16K	584.85K	-439	-5.78%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	4.07%	102.45K	8.37M	2.12K	+2.11%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.16%	4.08K	333.46K	0	0
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.17%	4.32K	353K	-191	-4.23%
Mar 31, 2025	OVERSEA-CHINESE BANKING CORP LTD	1.97%	49.63K	4.06M	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.09%	2.51K	223.94K	2.51K	+100.00%
Mar 31, 2024	FINANCIAL FREEDOM, LLC	0.01%	426	38.1K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	435	38.9K	420	+2,800.00%
Mar 31, 2024	FRONT ROW ADVISORS LLC	0.02%	456	40.78K	0	0
Mar 31, 2024	PRIVATE TRUST CO NA	0.02%	540	48.29K	0	0
Mar 31, 2024	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.02%	584	52K	0	0
Mar 31, 2024	CRANBROOK WEALTH MANAGEMENT, LLC	0.02%	724	64.78K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.03%	771	69.2K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.03%	798	71.37K	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.31%	8.72K	779.42K	-15.21K	-63.58%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.68%	20.49K	1.83M	19.68K	+2,414.23%
Mar 31, 2024	CITADEL ADVISORS LLC	0.8%	23.91K	2.14M	23.91K	+100.00%
Mar 31, 2024	TRUST CO OF VERMONT	0.01%	376	33.63K	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.01%	418	37.36K	418	+100.00%
Mar 31, 2024	COMERICA BANK	0.04%	1.05K	93.73K	-879	-45.61%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	2.74K	245.05K	21	+0.77%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	3.01%	90.27K	8.08M	1.28K	+1.44%
Mar 31, 2024	PATHWAY FINANCIAL ADVISORS LLC	4.59%	128.05K	11.45M	2.06K	+1.64%
Mar 31, 2024	LPL FINANCIAL LLC	1.24%	37.12K	3.32M	-1.51K	-3.91%
Mar 31, 2024	UBS GROUP AG	0.94%	28.23K	2.52M	-5.01K	-15.07%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.94%	26.11K	2.34M	26.11K	+100.00%
Mar 31, 2024	WEALTH ADVISORS OF TAMPA BAY, LLC	0.83%	23.16K	2.07M	-25	-0.11%
Mar 31, 2024	HTLF BANK	0.73%	20.42K	1.83M	20.42K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.73%	20.25K	1.81M	16.39K	+423.63%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.61%	16.9K	1.51M	-109	-0.64%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	6.37K	569K	6.37K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.22%	6.58K	588.45K	-551	-7.73%
Mar 31, 2024	FIRST BANCORP, INC /ME/	0.16%	4.53K	405.14K	-84	-1.82%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.16%	4.5K	392.77K	-327	-6.77%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	2.78%	77.69K	6.95M	1.14K	+1.49%
Mar 31, 2024	OVERSEA-CHINESE BANKING CORP LTD	1.78%	49.63K	4.44M	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	3.9K	348.78K	3.9K	+100.00%
Mar 31, 2024	SINECERA CAPITAL, LLC	1.36%	38K	3.48M	-24.14K	-38.85%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.52%	15.48K	1.38M	9.97K	+181.11%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.4%	11.88K	1.06M	151	+1.29%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.39%	10.86K	1.23M	10.86K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.39%	11.59K	1.04M	-693	-5.64%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.32%	8.99K	804.05K	4.2K	+87.76%
Mar 31, 2024	SLOW CAPITAL, INC.	0.16%	4.49K	401.15K	-2.98K	-39.90%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	4.26K	381.05K	-293	-6.43%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.15%	4.25K	380.1K	-39.15K	-90.21%
Mar 31, 2024	VIAWEALTH, LLC	0.14%	3.85K	343.98K	3.85K	+100.00%
Mar 31, 2024	BEAM WEALTH ADVISORS, INC.	0.12%	3.26K	291.25K	-176	-5.13%
Mar 31, 2024	MARINER, LLC	0.11%	3.2K	285.74K	-459	-12.56%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.11%	3.1K	277.34K	0	0
Mar 31, 2024	SUNFLOWER BANK, N.A.	0.11%	3.06K	273.49K	-3.18K	-50.94%
Mar 31, 2024	ASTORIA PORTFOLIO ADVISORS LLC.	0.1%	2.82K	247.05K	-327	-10.39%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.1%	2.71K	242.04K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.09%	2.54K	226.87K	0	0
Mar 31, 2024	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.08%	2.3K	205.7K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.08%	2.44K	217.83K	-997	-29.04%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.08%	2.28K	204K	-35	-1.51%
Mar 31, 2024	BESSEMER GROUP INC	0.06%	1.55K	138K	-3.52K	-69.43%
Mar 31, 2024	TYLER-STONE WEALTH MANAGEMENT	0.05%	1.29K	115.1K	-389	-23.21%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.04%	1.19K	106.34K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	5.73%	171.69K	15.36M	130.62K	+317.98%
Mar 31, 2024	MORGAN STANLEY	4.47%	134.01K	11.98M	-10.3K	-7.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.8%	84.04K	7.52M	-32.66K	-27.98%
Mar 31, 2024	ROYAL BANK OF CANADA	0.93%	28K	2.5M	-3.03K	-9.76%
Dec 31, 2023	ROYAL BANK OF CANADA	1.06%	31.02K	2.71M	2.94K	+10.48%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.82%	23.93K	2.09M	-18	-0.08%
Dec 31, 2023	SLOW CAPITAL, INC.	0.26%	7.46K	651.24K	-234	-3.04%
Dec 31, 2023	CREATIVE PLANNING	0.24%	7.13K	622.2K	15	+0.21%
Dec 31, 2023	WEALTH ADVISORS OF TAMPA BAY, LLC	0.8%	23.18K	2.02M	-23.4K	-50.23%
Dec 31, 2023	SUNFLOWER BANK, N.A.	0.21%	6.23K	543.88K	-110	-1.73%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.19%	5.51K	480.35K	5.51K	+100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.18%	5.2K	453K	5.2K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	1.33%	38.63K	3.37M	-547	-1.40%
Dec 31, 2023	JANE STREET GROUP, LLC	1.41%	41.08K	3.58M	-21.35K	-34.20%
Dec 31, 2023	OLD MISSION CAPITAL LLC	1.49%	43.4K	3.79M	35.57K	+454.23%
Dec 31, 2023	OVERSEA-CHINESE BANKING CORP LTD	1.7%	49.63K	4.33M	2.87K	+6.13%
Dec 31, 2023	SINECERA CAPITAL, LLC	2.13%	62.14K	3.52M	24.68K	+65.89%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	2.63%	76.55K	6.68M	109	+0.14%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	3.05%	88.99K	7.77M	7.82K	+9.64%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4%	116.7K	10.18M	-13.66K	-10.48%
Dec 31, 2023	PATHWAY FINANCIAL ADVISORS LLC	4.32%	125.99K	10.99M	239	+0.19%
Dec 31, 2023	MORGAN STANLEY	4.95%	144.31K	12.59M	-10.14K	-6.56%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.03%	771	66.71K	-144	-15.74%
Dec 31, 2023	FIFTH THIRD BANCORP	0.03%	798	69.63K	-801	-50.09%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.03%	815	71.11K	-355	-30.34%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.04%	1.19K	103.75K	72	+6.45%
Dec 31, 2023	TYLER-STONE WEALTH MANAGEMENT	0.06%	1.68K	146.24K	21	+1.27%
Dec 31, 2023	AMBASSADOR ADVISORS, LLC	0.06%	1.89K	152.83K	-268	-12.41%
Dec 31, 2023	COMERICA BANK	0.07%	1.93K	168.15K	29	+1.53%
Dec 31, 2023	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	0.08%	2.3K	200.69K	2.3K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	2.31K	202K	2.31K	+100.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.08%	2.38K	208.02K	2.38K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.09%	2.54K	221.35K	2.54K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.09%	2.59K	226.2K	-52	-1.97%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.09%	2.71K	236.14K	35	+1.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.09%	2.72K	237.25K	-40	-1.45%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.1%	3K	262K	-416	-12.19%
Dec 31, 2023	BESSEMER GROUP INC	0.17%	5.06K	441K	3.52K	+227.07%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.17%	4.83K	421.45K	4.83K	+100.00%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.16%	4.79K	417.77K	554	+13.08%
Dec 31, 2023	FIRST BANCORP, INC /ME/	0.16%	4.61K	402.61K	0	0
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.16%	4.55K	397.34K	-35	-0.76%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.13%	3.87K	340.58K	-20.94K	-84.41%
Dec 31, 2023	MARINER, LLC	0.13%	3.65K	318.84K	17	+0.47%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.58%	17.01K	1.48M	2.99K	+21.28%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.42%	12.28K	1.07M	-5.55K	-31.14%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.4%	11.73K	1.02M	-188	-1.58%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.37%	10.86K	947.18K	-5.96K	-35.45%
Dec 31, 2023	PROFICIO CAPITAL PARTNERS LLC	0.36%	10.46K	912.71K	0	0
Dec 31, 2023	PERIGON WEALTH MANAGEMENT, LLC	0.11%	3.1K	270.59K	-150	-4.61%
Dec 31, 2023	ASTORIA PORTFOLIO ADVISORS LLC.	0.11%	3.15K	257.58K	333	+11.84%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	3.43K	299.52K	48	+1.42%
Dec 31, 2023	BEAM WEALTH ADVISORS, INC.	0.12%	3.43K	299.56K	-471	-12.06%
Dec 31, 2023	UBS GROUP AG	1.14%	33.24K	2.9M	-20.61K	-38.27%

Frequently Asked Questions