How many institutions own WRN 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 WRN shares is 80, representing 26.91% of the company's common stock.

Who are the major shareholders selling Western Copper and Gold Corporation stock?

BEUTEL, GOODMAN & CO LTD., in the last quarter, reduced its stake in WRN by -44.36% restricting it's holding to 14.79 thousand shares of worth nearly $39.00K. SWEENEY & MICHEL, LLC also lessened -7.54% of the WRN shares from its portfolio, reducing its holding to 73.22 thousand shares of worth $239.43K. SBI SECURITIES CO., LTD. also shunned WRN shares holding by -5.79% last quarter which brought its holding to 46.48 thousand shares worth $124.09K.

Investors who are buying WRN stock?

As per its latest 13F filing, AMERICAN CENTURY COMPANIES INC increased its stake in WRN by 100% in the last quarter. The institutional holder raised its holding to 21.92 thousand shares having worth more than $58.61K. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP also added 100% more shares of WRN to its portfolio, raising its holding to 105.8 thousand shares of worth $282.82K. GLOBAL STRATEGIC MANAGEMENT INC also increased its WRN shares holding by 100% which brought its holding to 325.4 thousand shares worth $870.00K.

WRN's major insiders: who are they?

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

Did an insider recently sell WRN stock?

Company executives, directors, and other insiders own 14.15% percent of Western Copper and Gold Corporation's stock. Within the last six months, there have been 0 transaction(s) in which WRN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased WRN stock?

There have been 0 transaction(s) during the past 6-months in which Western Copper and Gold Corporation insiders have bought stock, totalling 0 shares

How much of WRN does insiders own?

Around 0 Western Copper and Gold Corporation shares are held by insiders, which represents about 14.15% of WRN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in WRN?

BEUTEL, GOODMAN & CO LTD. is the largest institutional owner in WRN which holds 14.79 thousand shares worth $39.00K or 0.01% of the total WRN shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 21.92 thousand shares representing 0.01% of the WRN ownership. SWEENEY & MICHEL, LLC is the third largest stakeholder with 73.22 thousand shares or 0.04% of the ownership worth more than $239.43K.

Is Western Copper and Gold Corporation 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 WRN is concerned, it is a stock which is not optionable.

Is there a short position on WRN's shares?

Number of WRN shares short is 1.63M. 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 WRN shares are there?

As of today, 201.65M shares of WRN are outstanding.

Is there many float in WRN 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, WRN has 173.23M shares in float.

WRN 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 WRN is 4.11.

Western Copper and Gold (WRN) 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 Shares0.81

Short Percent Of Float0.86

Shares Outstanding201.65M

Shares Float173.23M

Shares Short1.63M

Short Ratio4.11

0.86%

Short % of Float

0.81%

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

14.15% Percentage of Shares held by All Insiders

26.91% Percentage of Shares held by All Institutions

31.34% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 26.91% of WRN shares are held by financial institutions. BEUTEL, GOODMAN & CO LTD. is the top corporate investor, holding 14.79K shares valued at $39.00K. A 0.01% stake in Western Copper and Gold Corporation is owned by the company. AMERICAN CENTURY COMPANIES INC owns 21.92K shares valued at $58.61K, 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	BEUTEL, GOODMAN & CO LTD.	0.01%	14.79K	39K	-11.79K	-44.36%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.01%	21.92K	58.61K	21.92K	+100.00%
Dec 31, 2025	SWEENEY & MICHEL, LLC	0.04%	73.22K	239.43K	-5.98K	-7.54%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	105.8K	282.82K	105.8K	+100.00%
Dec 31, 2025	GLOBAL STRATEGIC MANAGEMENT INC	0.16%	325.4K	870K	325.4K	+100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.02%	46.48K	124.09K	-2.86K	-5.79%
Dec 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.01%	27.78K	74.23K	27.78K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	28.93K	77.34K	-4.52K	-13.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.82%	1.65M	4.41M	662.92K	+66.99%
Dec 31, 2025	MAREX GROUP PLC	0%	0	-	-114.2K	-100.00%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.03%	51K	136K	0	0
Dec 31, 2025	UBS GROUP AG	0.03%	53.04K	141.62K	-52.08K	-49.54%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.2K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-21.94K	-100.00%
Dec 31, 2025	TORONTO DOMINION BANK	0%	0	-	-107.72K	-100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-24.07K	-100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-72.4K	-100.00%
Dec 31, 2025	US BANCORP \DE\	0%	25	67	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	200	534	0	0
Dec 31, 2025		0%	735	1.96M	735	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	64.06K	171.03K	-25.51K	-28.48%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.08%	163.33K	436.08K	117.34K	+255.13%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	164.5K	439.21K	13.25K	+8.76%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.09%	183.36K	489.57K	1.76K	+0.97%
Dec 31, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.1%	205.5K	548.69K	137.6K	+202.65%
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0.13%	258.93K	691.33K	-30K	-10.38%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.18%	359K	959.93K	239.9K	+201.43%
Dec 31, 2025	LIDO ADVISORS, LLC	0.26%	520K	1.39M	-30.67K	-5.57%
Dec 31, 2025	GAMCO INVESTORS, INC. ET AL	0.26%	528.2K	1.41M	95K	+21.93%
Dec 31, 2025	MORGAN STANLEY	0.34%	675.52K	1.8M	403.16K	+148.03%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.37%	743.52K	1.99M	-105.95K	-12.47%
Dec 31, 2025	MARSHALL WACE, LLP	0.43%	857.18K	2.29M	568.47K	+196.90%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	18.2K	48.59K	5.7K	+45.60%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.01%	18.5K	49.4K	18.5K	+100.00%
Dec 31, 2025	AUXANO ADVISORS, LLC	0.46%	920K	2.46M	920K	+100.00%
Dec 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.51%	1.04M	2.76M	644.2K	+164.63%
Dec 31, 2025	CLARET ASSET MANAGEMENT CORP	1.84%	3.7M	9.89M	0	0
Dec 31, 2025	FRANKLIN RESOURCES INC	2.41%	4.86M	13M	280K	+6.11%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	2.44%	4.9M	13.09M	1.55M	+46.01%
Dec 31, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1K	2.67K	0	0
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	3K	8K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	6K	16.02K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	6.7K	17.9K	5.1K	+318.88%
Dec 31, 2025	BLACKROCK, INC.	0%	7.54K	20.14K	6.22K	+469.36%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	7.69K	20.57K	1.06K	+15.94%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.01%	10K	26.67K	-2.18K	-17.90%
Dec 31, 2025	OPPENHEIMER & CO INC	0.01%	10K	26.7K	0	0
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.01%	10.62K	28.34K	10.62K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.01%	12.58K	33.58K	-2.47K	-16.39%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	15.07K	40.23K	66	+0.44%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.01%	15.67K	41.83K	15.67K	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	16.4K	43.79K	12.2K	+290.48%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.02%	30.17K	80.54K	2.82K	+10.31%
Dec 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	35.1K	93K	-600	-1.68%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.02%	36.14K	96.49K	6.67K	+22.61%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.02%	42.11K	112K	42.11K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.03%	67K	178.89K	67K	+100.00%
Dec 31, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0.03%	68.5K	183.16K	-250K	-78.49%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	108.39K	289.4K	43.07K	+65.94%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	118.62K	317K	-1.35M	-91.94%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.09%	171.3K	458.64K	-528.25K	-75.51%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.26%	518.79K	1.39M	328.19K	+172.19%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.34%	686.45K	1.83M	433.42K	+171.29%
Dec 31, 2025	MACKENZIE FINANCIAL CORP	0.48%	961.39K	2.63M	-8.69K	-0.90%
Dec 31, 2025	FMR LLC	2.14%	4.31M	11.53M	-1.36M	-24.02%
Dec 31, 2025	CENTIVA CAPITAL, LP	0%	0	-	-15.66K	-100.00%
Dec 31, 2025	SPROTT INC.	0.02%	36.33K	97K	36.33K	+100.00%
Dec 31, 2025	GABELLI FUNDS LLC	0.02%	40K	106.8K	0	0
Dec 31, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.02%	42.28K	113K	0	0
Dec 31, 2025	RATHBONES GROUP PLC	0.01%	27.45K	73.57K	0	0
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.01%	13K	34.71K	0	0
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	119.1K	236.15K	119.1K	+100.00%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.09%	181.6K	360.07K	2.7K	+1.51%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.1%	190.6K	375.25K	-30K	-13.60%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	253.03K	498.69K	87.02K	+52.42%
Sep 30, 2025	MORGAN STANLEY	0.14%	272.36K	536.55K	-54.15K	-16.58%
Sep 30, 2025	MARSHALL WACE, LLP	0.14%	288.71K	568.76K	288.71K	+100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	0.28%	550.67K	1.08M	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.74%	1.47M	2.9M	196.5K	+15.41%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.35%	699.55K	1.39M	-2.72K	-0.39%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.22%	433.2K	853.4K	10K	+2.36%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.68%	3.36M	6.62M	833.35K	+33.00%
Sep 30, 2025	CLARET ASSET MANAGEMENT CORP	1.85%	3.7M	7.34M	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	2.29%	4.58M	9.08M	-200K	-4.18%
Sep 30, 2025	FMR LLC	2.84%	5.68M	11.26M	-2.83M	-33.30%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.02%	45.99K	87.84K	0	0
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0%	0	-	-12K	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	25	49	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	200	394	200	+100.00%
Sep 30, 2025	FAIRSCALE CAPITAL, LLC	0%	1K	1.97K	0	0
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1K	1.97K	0	0
Sep 30, 2025	BLACKROCK, INC.	0%	1.33K	2.61K	294	+28.52%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	3K	5.89K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.01%	13K	25.61K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	24.07K	47.21K	-940	-3.76%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.01%	26.58K	52K	0	0
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.01%	27.35K	53.87K	-7.51K	-21.54%
Sep 30, 2025	RATHBONES GROUP PLC	0.01%	27.45K	54.35K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	65.32K	128.68K	12.07K	+22.66%
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0.14%	288.93K	569.18K	0	0
Sep 30, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0.16%	318.5K	631.65K	318.5K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.42%	849.48K	1.67M	61.56K	+7.81%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.48%	970.08K	1.92M	510K	+110.85%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.49%	989.62K	1.95M	865.34K	+696.30%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	4.2K	8.27K	4.1K	+4,100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	6K	11.82K	6K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	6.63K	13.15K	0	0
Sep 30, 2025	HURLEY CAPITAL, LLC	0.01%	10K	19.7K	0	0
Sep 30, 2025		0.03%	50K	98.5K	50K	+100.00%
Sep 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.03%	67.9K	133.76K	4.5K	+7.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0.04%	72.4K	142.63K	2.5K	+3.58%
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	89.57K	176.46K	53.57K	+148.77%
Sep 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.2%	391.31K	786K	98.67K	+33.72%
Sep 30, 2025	OPPENHEIMER & CO INC	0.01%	10K	19.7K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	10.2K	20.08K	10.2K	+100.00%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.01%	12.18K	23.9K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	12.5K	2	12.5K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	15K	29.7K	15K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.01%	15.04K	29.63K	15.04K	+100.00%
Sep 30, 2025	CENTIVA CAPITAL, LP	0.01%	15.66K	30.86K	15.66K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.01%	21.94K	43.21K	-158.91K	-87.87%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.01%	29.48K	58.07K	29.48K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.02%	33.45K	66.32K	33.45K	+100.00%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.02%	35.7K	70K	35.7K	+100.00%
Sep 30, 2025	GABELLI FUNDS LLC	0.02%	40K	78.8K	0	0
Sep 30, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.02%	42.28K	83K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.02%	49.33K	97.19K	-44.42K	-47.38%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.03%	51K	100.02K	50K	+5,000.00%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.04%	79.19K	174.23K	3K	+3.94%
Sep 30, 2025	UBS GROUP AG	0.05%	105.12K	207.09K	104.34K	+13,394.35%
Sep 30, 2025	TORONTO DOMINION BANK	0.05%	107.72K	213.59K	107.72K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	0.06%	114.2K	224.97K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	151.25K	297.96K	31.5K	+26.30%
Jun 30, 2025	JANE STREET GROUP, LLC	0.02%	36.01K	45.01K	36.01K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.01%	17.3K	22K	-12.42K	-41.78%
Jun 30, 2025	HURLEY CAPITAL, LLC	0.01%	10K	12.5K	10K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0%	1.03K	1.29K	-3.88K	-79.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0%	0	-	-11.1K	-100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.59K	-100.00%
Jun 30, 2025	ROYAL FUND MANAGEMENT, LLC	0%	0	-	-38.31K	-100.00%
Jun 30, 2025	JOURNEY ADVISORY GROUP, LLC	0%	0	-	-698.07K	-100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	119.75K	149.69K	81.5K	+213.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	53.25K	66.57K	10K	+23.12%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.01%	13K	16.25K	0	0
Jun 30, 2025	SCOTIA CAPITAL INC.	0.01%	12.18K	14.4K	0	0
Jun 30, 2025	FAIRSCALE CAPITAL, LLC	0%	1K	1.23K	0	0
Jun 30, 2025	FMR LLC	4.27%	8.51M	10.44M	0	0
Jun 30, 2025	CLARET ASSET MANAGEMENT CORP	1.86%	3.7M	4.54M	0	0
Jun 30, 2025	TOROSO INVESTMENTS, LLC	1.27%	2.53M	3.16M	-630.54K	-19.98%
Jun 30, 2025	ROYAL BANK OF CANADA	0.64%	1.27M	1.59M	1.19M	+1,491.91%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.11%	220.6K	270.87K	220.6K	+100.00%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.09%	178.9K	219.57K	3.7K	+2.11%
Jun 30, 2025	XTX TOPCO LTD	0.03%	50.88K	63.6K	38.7K	+317.95%
Jun 30, 2025	SWEENEY & MICHEL, LLC	0.04%	76.19K	101.34K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	1.6K	2K	-7.5K	-82.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.45K	1.81K	0	0
Jun 30, 2025		0%	1K	1.25K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	1K	1.18K	0	0
Jun 30, 2025	UBS GROUP AG	0%	779	974	-10K	-92.77%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	100	125	100	+100.00%
Jun 30, 2025	US BANCORP \DE\	0%	25	31	0	0
Jun 30, 2025	TORONTO DOMINION BANK	0%	0	-	-12.7K	-100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	2.4%	4.78M	5.87M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.4%	787.92K	984.9M	299.23K	+61.23%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.35%	702.27K	859.5K	-157.51K	-18.32%
Jun 30, 2025	MORGAN STANLEY	0.16%	326.5K	408.13M	166.21K	+103.70%
Jun 30, 2025	CITADEL ADVISORS LLC	0.09%	180.85K	226.06M	-59.74K	-24.83%
Jun 30, 2025	LIDO ADVISORS, LLC	0.28%	550.67K	688.33K	0	0
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.23%	460.08K	564.58K	0	0
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.21%	423.2K	529K	700	+0.17%
Jun 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.15%	292.64K	371K	-767.71K	-72.40%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.08%	166K	207.5K	112.36K	+209.46%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	124.28K	155.35K	116.88K	+1,579.41%
Jun 30, 2025	JPMORGAN CHASE & CO	0.04%	69.9K	87.38K	69.9K	+100.00%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.02%	45.99K	57.49K	0	0
Jun 30, 2025	MAREX GROUP PLC	0.06%	114.2K	142.75K	114.2K	+100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	34.86K	43.57K	19.73K	+130.42%
Jun 30, 2025	CUBIST SYSTEMATIC STRATEGIES, LLC	0.02%	30.89K	38.6K	30.89K	+100.00%
Jun 30, 2025	RATHBONES GROUP PLC	0.01%	27.45K	33.49K	0	0
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.01%	26.58K	32K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	25.01K	29.56K	-8.98K	-26.42%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.01%	12K	15K	12K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.01%	10K	12.5K	-869	-8.00%
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0.15%	288.93K	361.16K	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.05%	93.76K	117.2K	19.22K	+25.79%
Jun 30, 2025	WEALTH MANAGEMENT ASSOCIATES, INC.	0.03%	63.4K	79.25K	19K	+42.79%
Jun 30, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.02%	42.28K	53K	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.02%	40K	50K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	6.63K	8.13K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	3K	3.75K	0	0
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	1K	1.25K	0	0
Mar 31, 2025	US BANCORP \DE\	0%	25	28	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	9.1K	10.01K	1.6K	+21.33%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	7.4K	8.4K	-13.36K	-64.35%
Mar 31, 2025		0%	1K	1.14K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	43.25K	49.09K	0	0
Mar 31, 2025	ADVISORS MANAGEMENT GROUP INC /ADV	0.02%	42.28K	48K	-35	-0.08%
Mar 31, 2025	GABELLI FUNDS LLC	0.02%	40K	45.4K	0	0
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.21%	422.5K	479.54K	-51.87K	-10.93%
Mar 31, 2025	OPPENHEIMER & CO INC	0.01%	10.87K	12.34K	869	+8.69%
Mar 31, 2025	UBS GROUP AG	0.01%	10.78K	12.23K	5.47K	+103.00%
Mar 31, 2025	FMR LLC	4.29%	8.51M	9.7M	48.8K	+0.58%
Mar 31, 2025	FRANKLIN RESOURCES INC	2.41%	4.78M	5.45M	0	0
Mar 31, 2025	CLARET ASSET MANAGEMENT CORP	1.87%	3.7M	4.22M	0	0
Mar 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.53%	1.06M	1.21M	-34.12K	-3.12%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.43%	859.79K	979.71K	255.64K	+42.31%
Mar 31, 2025	JOURNEY ADVISORY GROUP, LLC	0.35%	698.07K	792.31K	698.07K	+100.00%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	1K	1.13K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.02%	29.72K	34K	-31.29K	-51.29%
Mar 31, 2025	RATHBONES GROUP PLC	0.01%	27.45K	31.28K	0	0
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.01%	26.58K	30K	26.58K	+100.00%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.01%	15.13K	17.17K	2.59K	+20.65%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.01%	13K	14.76K	13K	+100.00%
Mar 31, 2025	TORONTO DOMINION BANK	0.01%	12.7K	14.47K	12.7K	+100.00%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.01%	12.18K	13.72K	0	0
Mar 31, 2025	XTX TOPCO LTD	0.01%	12.17K	13.82K	12.17K	+100.00%
Mar 31, 2025	FAIRSCALE CAPITAL, LLC	0%	1K	1.14K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.45K	1.65K	250	+20.83%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0%	3K	3.26K	0	0
Mar 31, 2025	BLACKROCK, INC.	0%	4.91K	5.57K	474	+10.69%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	6.63K	7.57K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.12%	240.58K	273.06K	144.43K	+150.22%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	38.25K	43.41K	23.67K	+162.35%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.09%	175.2K	199.71K	2.7K	+1.57%
Mar 31, 2025	DEUTSCHE BANK AG\	0.01%	11.1K	12.65K	11.1K	+100.00%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	1.59%	3.16M	3.58M	673.31K	+27.12%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	33.99K	38.21K	337	+1.00%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.02%	45.99K	52.2K	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.03%	53.64K	60.88K	53.64K	+100.00%
Mar 31, 2025	SWEENEY & MICHEL, LLC	0.04%	76.19K	69.34K	76.19K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.04%	80.08K	91K	13.86K	+20.94%
Mar 31, 2025	MORGAN STANLEY	0.08%	160.29K	181.93K	127.95K	+395.58%
Mar 31, 2025	MACKENZIE FINANCIAL CORP	0.23%	460.08K	524.31K	6.72K	+1.48%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	488.69K	554.67K	241.87K	+97.99%
Mar 31, 2025	LIDO ADVISORS, LLC	0.28%	550.67K	625.01K	-230	-0.04%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	2.59K	2.94K	2.59K	+100.00%
Mar 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.02%	38.31K	43.48K	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	2.86%	4.78M	7.31M	0	0
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0%	0	-	-5K	-100.00%
Mar 31, 2024	XTX TOPCO LTD	0%	0	-	-13.72K	-100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	0	-	-6	-100.00%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0%	0	-	-133	-100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0%	0	-	-51.2K	-100.00%
Mar 31, 2024	RATHBONES GROUP PLC	0%	0	-	-27.45K	-100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-3.8K	-100.00%
Mar 31, 2024	TORONTO DOMINION BANK	0%	0	-	-5.15K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-45.5K	-100.00%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	1K	2.02K	1K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	1K	1.53K	0	0
Mar 31, 2024	BLACKROCK INC.	0%	1.12K	1.72K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	1.2K	1.84K	0	0
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0%	3K	6.3K	-16K	-84.21%
Mar 31, 2024	MORGAN STANLEY	0%	6.74K	10.31K	-212.7K	-96.93%
Mar 31, 2024	UBS GROUP AG	0%	8.12K	12.43K	7.65K	+1,602.94%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	9.76K	14.93K	-20K	-67.20%
Mar 31, 2024	OPPENHEIMER & CO INC	0.01%	10K	15.3K	0	0
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.01%	12K	16.38K	0	0
Mar 31, 2024	SCOTIA CAPITAL INC.	0.01%	12.18K	18.17K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.01%	12.93K	19.79K	12.93K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.01%	13.32K	20.38K	-99.81K	-88.23%
Mar 31, 2024	CARDEROCK CAPITAL MANAGEMENT INC	0.02%	29K	44.37K	29K	+100.00%
Mar 31, 2024	ROYAL FUND MANAGEMENT, LLC	0.02%	38.31K	58.62K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.02%	40K	57.92K	6K	+17.65%
Mar 31, 2024	GABELLI FUNDS LLC	0.02%	40K	61.2K	0	0
Mar 31, 2024	ADVISORS MANAGEMENT GROUP INC /ADV	0.03%	42.29K	65K	0	0
Mar 31, 2024	US BANCORP \DE\	0%	25	38	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	331	506	331	+100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.31%	520.9K	796.8K	0	0
Mar 31, 2024	PLATTE RIVER WEALTH ADVISORS, LLC	0.33%	550.67K	842.52K	550.67K	+100.00%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.39%	655.37K	1M	0	0
Mar 31, 2024	HERR INVESTMENT GROUP LLC	1%	1.67M	2.55M	1.67M	+100.00%
Mar 31, 2024	CLARET ASSET MANAGEMENT CORP	2.21%	3.7M	5.66M	0	0
Mar 31, 2024	FMR LLC	5.62%	9.34M	14.27M	-446.4K	-4.56%
Mar 31, 2024		0%	1K	2.02K	1K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	52.75K	80.71K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	67.96K	104K	22	+0.03%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.04%	68.72K	105K	68.72K	+100.00%
Mar 31, 2024	SPROTT INC.	0.04%	69.5K	106.34K	0	0
Mar 31, 2024	SWEENEY & MICHEL, LLC	0.05%	78.19K	118.07K	78.19K	+100.00%
Mar 31, 2024	MACKENZIE FINANCIAL CORP	0.28%	462.02K	706.33K	10.07K	+2.23%
Dec 31, 2023	UNITED CAPITAL MANAGEMENT OF KS, INC.	0%	0	-	-15.47K	-100.00%
Dec 31, 2023	BAADER BANK AKTIENGESELLSCHAFT	0%	0	-	-17.4K	-100.00%
Dec 31, 2023	TORONTO DOMINION BANK	0%	5.15K	6.85K	5.15K	+100.00%
Dec 31, 2023	FMR LLC	6.02%	9.78M	12.92M	-118.42K	-1.20%
Dec 31, 2023	FRANKLIN RESOURCES INC	2.94%	4.78M	6.31M	0	0
Dec 31, 2023	CLARET ASSET MANAGEMENT CORP	2.28%	3.7M	4.89M	0	0
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.4%	655.37K	871.64K	13.3K	+2.07%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.32%	520.9K	691.32K	0	0
Dec 31, 2023	MACKENZIE FINANCIAL CORP	0.28%	451.95K	597.18K	0	0
Dec 31, 2023	MORGAN STANLEY	0.14%	219.44K	291.85K	99.53K	+83.01%
Dec 31, 2023	CITADEL ADVISORS LLC	0.07%	113.13K	150.46K	63.06K	+125.95%
Dec 31, 2023	SPROTT INC.	0.04%	69.5K	92.44K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	67.94K	90K	-2.07K	-2.95%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	52.75K	70.16K	41.75K	+379.57%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.03%	51.2K	68K	51.2K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.03%	45.5K	60.52K	0	0
Dec 31, 2023	ADVISORS MANAGEMENT GROUP INC /ADV	0.03%	42.29K	56K	0	0
Dec 31, 2023	GABELLI FUNDS LLC	0.02%	40K	53.2K	0	0
Dec 31, 2023	ROYAL FUND MANAGEMENT, LLC	0.02%	38.31K	50.96K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.02%	34K	44.64K	30K	+750.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	29.76K	39.57K	-40	-0.13%
Dec 31, 2023	RATHBONES GROUP PLC	0.02%	27.45K	36.43K	0	0
Dec 31, 2023		0.01%	19K	33.25K	0	0
Dec 31, 2023	XTX TOPCO LTD	0.01%	13.72K	18.24K	13.72K	+100.00%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.01%	12.18K	16.09K	0	0
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.01%	12K	15.96K	0	0
Dec 31, 2023	OPPENHEIMER & CO INC	0.01%	10K	13.3K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-1.17K	-100.00%
Dec 31, 2023	TWO SIGMA SECURITIES, LLC	0%	0	-	-11.91K	-100.00%
Dec 31, 2023	ALPS ADVISORS INC	0%	0	-	-59.64K	-100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-28.63K	-100.00%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	6	8	0	0
Dec 31, 2023	US BANCORP \DE\	0%	25	33	0	0
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0%	133	177	0	0
Dec 31, 2023	UBS GROUP AG	0%	477	635	195	+69.15%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	1K	1.33K	0	0
Dec 31, 2023	BLACKROCK INC.	0%	1.12K	1.49K	327	+41.13%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	1.2K	1.6K	-4.2K	-77.78%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0%	3.8K	5.05K	0	0
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0%	5K	7K	0	0

Frequently Asked Questions