Grundlæggende statistik
| Institutionelle ejere | 263 total, 263 long only, 0 short only, 0 long/short - change of -2,59% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1368 % - change of -22,89% MRQ |
| Institutionelle aktier (lange) | 11.695.236 (ex 13D/G) - change of 0,37MM shares 3,24% MRQ |
| Institutionel værdi (lang) | $ 523.548 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core 40/60 Moderate Allocation ETF (US:AOM) har 263 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,695,236 aktier. Største aktionærer omfatter BlackRock, Inc., LPL Financial LLC, Foundations Investment Advisors, LLC, Morgan Stanley, Ameriprise Financial Inc, TCG Advisory Services, LLC, Weitzel Financial Services, Inc., Royal Bank Of Canada, Kavar Capital Partners Group, Llc, and Wells Fargo & Company/mn .
iShares Trust - iShares Core 40/60 Moderate Allocation ETF (ARCA:AOM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 17, 2025 is 47,47 / share. Previously, on September 18, 2024, the share price was 44,60 / share. This represents an increase of 6,43% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | BlackRock, Inc. | 2,729,495 | 0 | -100.00 | 0.00 | -100.00 | ||
| 2025-04-15 | BlackRock Portfolio Management LLC | 2,910,257 | 8.80 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9.657 | 20,32 | 445 | 26,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 30 | 1 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16.939 | -3,22 | 780 | 1,43 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 465 | -2,11 | 21 | 5,00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 161.042 | 0,62 | 7.414 | 5,58 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 25.915 | -0,67 | 1.193 | 4,28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 | 1 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11.158 | 1,44 | 514 | 6,43 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 | 1.000,00 | 1 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 17.704 | -41,34 | 815 | -38,44 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8.193 | -15,98 | 377 | -11,71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6.607 | 0,15 | 304 | 5,19 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 15.481 | -8,61 | 713 | -4,17 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 12.042 | 554 | ||||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 81.764 | 1,11 | 3.764 | 6,09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19.883 | 4,54 | 914 | 9,47 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 5.544 | -10,39 | 255 | -5,90 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.834 | 0,45 | 683 | 5,41 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19.699 | -3,58 | 907 | 1,12 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 77.212 | -14,91 | 3.555 | -10,73 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18.639 | 149,62 | 858 | 162,39 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8.241 | 0,00 | 379 | 4,99 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 140.861 | 3,52 | 6.485 | 8,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12.445 | 10,93 | 573 | 16,26 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.237 | 47,26 | 57 | 55,56 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 20.101 | 0,00 | 925 | 4,88 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 43.451 | -1,64 | 2.000 | 3,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 595 | 0,00 | 27 | 3,85 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13.836 | -31,25 | 637 | -27,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 809 | -2,06 | 37 | 2,78 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 371 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49.712 | 69,05 | 2.289 | 77,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132.219 | 0,08 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 631 | 1.007,02 | 29 | 1.350,00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 277.568 | -0,90 | 12.843 | 6,04 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1.130 | 52 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5.538 | -1,05 | 255 | 3,67 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1.683 | 9,43 | 77 | 14,93 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8.108 | 48,36 | 373 | 56,07 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 284 | 0,71 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21.120 | 8,45 | 1 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.379 | 0,00 | 156 | 4,73 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.554 | -1,16 | 111 | -2,65 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.667 | 1,21 | 261 | 6,12 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 7.889 | -1,45 | 363 | 3,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 14.851 | -7,79 | 684 | -3,26 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 4.805 | 0,36 | 221 | 5,24 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 12.818 | 590 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 251.200 | -0,90 | 11.565 | 3,98 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 15.115 | 0,03 | 696 | 4,83 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 13.310 | 0,00 | 613 | 4,79 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 7.629 | 2,10 | 324 | -1,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93.421 | 15,46 | 4.301 | 21,15 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4.847 | -3,43 | 223 | 1,36 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 18.029 | 3,09 | 830 | 8,21 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7.734 | -18,71 | 354 | -15,11 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.554 | -5,88 | 72 | -1,39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 786 | -40,54 | 36 | -37,93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24.917 | 176,30 | 1.147 | 190,38 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3.627 | 0,19 | 167 | 5,70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14.285 | -0,24 | 658 | 4,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4.851 | -25,12 | 223 | -21,48 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 115 | -0,86 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.641 | 0,00 | 262 | -22,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165.931 | 7,26 | 7.639 | 12,54 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 34.039 | -0,60 | 1.567 | 4,33 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 49.991 | 1,21 | 2.302 | 6,18 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2.617 | 1,32 | 120 | 6,19 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 11.612 | 26,80 | 535 | 33,17 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 45.977 | 6,07 | 2.117 | 11,31 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.797 | 2,68 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 91.624 | -20,48 | 4.200 | -16,93 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 135 | 0,00 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 990.640 | -0,48 | 45.609 | 4,42 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 30 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1.163 | 54 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21.410 | 9,01 | 986 | 14,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29.261 | 12,48 | 1.347 | 18,05 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.958 | 0,00 | 90 | 5,88 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.785 | 1,83 | 82 | 7,89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.356 | 247 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.391 | -0,83 | 893 | 3,96 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5.388 | 248 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4.494 | -64,89 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6.137 | -12,04 | 283 | -7,84 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 22.006 | 0,07 | 1.013 | 5,08 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 5.000 | 0,00 | 230 | 5,02 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 122.171 | 9,81 | 5.625 | 15,22 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11.244 | 19,78 | 498 | 26,40 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 5.325 | 0,00 | 245 | 5,15 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 627 | 0,32 | 29 | 3,70 | ||||
| 2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 38.787 | 30,91 | 1.786 | 37,31 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.345 | -10,15 | 108 | -5,31 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 65 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.236 | 0,00 | 57 | 5,66 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4.814 | 0,08 | 222 | 4,74 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 96 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 427 | -33,49 | 20 | -32,14 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 8.782 | -0,19 | 404 | 4,66 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5.529 | 7,05 | 255 | 12,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12.229 | 563 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17.131 | 33,03 | 789 | 39,47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4.707 | 0,41 | 217 | 5,37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.937 | 85,18 | 89 | 97,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.343 | 1,27 | 338 | 6,29 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.317 | 3,59 | 935 | 8,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.000 | 0 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 7.714 | -4,30 | 353 | 3,53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 31.476 | 2.551,73 | 1.449 | 2.686,54 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12.534 | -14,29 | 577 | -9,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 128.093 | 18,26 | 5.897 | 24,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 14.286 | -8,34 | 658 | -3,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.944 | -18,80 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27.882 | 0,09 | 1.284 | 4,99 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 12.462 | -6,18 | 574 | -1,55 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 128 | -60,37 | 6 | -64,29 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.970 | 28,56 | 1.058 | 34,99 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4.367 | -8,79 | 201 | -4,29 | ||||
| 2025-09-03 | 13F | American Trust | 98.085 | 4.516 | ||||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 8.271 | -25,89 | 381 | -22,29 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 111 | -3,48 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.908 | 6,49 | 180 | 11,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 70.234 | 897,78 | 3.234 | 949,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 281.931 | 6,74 | 12.995 | 11,70 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 10.630 | 0,00 | 462 | 0,00 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3.154 | 138 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 4.903 | -3,54 | 226 | 0,90 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 5.500 | 0,00 | 253 | 4,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.784 | -29,26 | 681 | -25,85 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.763 | 0,95 | 542 | 5,87 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 6.528 | 7,53 | 301 | 12,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 629 | 0,32 | 29 | 3,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1.011 | -27,27 | 44 | -26,67 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 16.388 | 3,79 | 755 | 8,96 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 9.552 | 0,58 | 440 | 5,53 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1.554 | 0,58 | 72 | 5,97 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | -78,95 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6.078 | -0,51 | 280 | 4,10 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.659 | -17,68 | 122 | -13,48 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18.254 | 19,79 | 840 | 25,75 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1.027 | -0,77 | 47 | 4,44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8.005 | 0,20 | 369 | 5,14 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 267.607 | 12.321 | ||||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.422 | 6,58 | 986 | 11,79 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2.526 | -9,85 | 116 | -4,13 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 27.346 | 1.259 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 27.651 | -3,00 | 1.273 | 1,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104.045 | 452,08 | 4.790 | 479,90 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10.117 | -8,05 | 466 | -3,53 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 76.073 | -0,52 | 3.502 | 4,38 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 57 | 1.325,00 | 3 | |||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8.443 | 0,40 | 389 | 5,43 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 9.280 | 0,00 | 427 | 4,91 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 68.457 | 13,50 | 3.152 | 19,09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 502.887 | 17,78 | 23.153 | 23,58 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 4.433 | -93,75 | 204 | -93,44 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5.934 | 8,21 | 273 | 13,75 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 4.081 | -7,82 | 188 | -1,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 200.005 | 0,55 | 9.208 | 5,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.032 | 48 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.582 | -7,90 | 441 | -3,29 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 8.771 | 0,09 | 404 | 4,95 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 16.103 | -2,84 | 741 | 1,93 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 21.517 | 1,09 | 991 | 6,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13.248 | -4,18 | 610 | 0,50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.057 | 18,70 | 325 | 24,62 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6.803 | -0,38 | 313 | 4,68 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 95 | -94,31 | 4 | -94,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 411 | 0,00 | 19 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.364 | 201 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.606 | 39,14 | 808 | 45,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231.706 | 2,58 | 10.666 | 7,61 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 20.891 | 35,85 | 962 | 42,58 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 37.643 | -0,89 | 1.733 | 4,02 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7.938 | -7,02 | 365 | -2,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.867 | 31,13 | 178 | 37,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 277.462 | 0,75 | 12.774 | 5,71 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.202 | 25,44 | 286 | 31,94 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 7.353 | 1,11 | 339 | 5,96 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43.206 | 8,66 | 1.989 | 14,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45.927 | 441,91 | 2.114 | 469,81 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5.890 | 271 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.177 | 0,68 | 54 | 5,88 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 77.284 | 2,98 | 3.558 | 8,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7.921 | 7,07 | 365 | 12,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.645 | 76 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 373 | -1,58 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 209 | 0,00 | 10 | 0,00 | ||||
| 2025-05-13 | 13F | Compass Financial Group, INC/SD | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 6.246 | 0,00 | 285 | 6,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 425 | 507,14 | 20 | 533,33 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18.100 | -1,66 | 833 | 3,22 | ||||
| 2025-04-01 | 13F | First Financial Bank - Trust Division | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 7.935 | 0,00 | 365 | 4,89 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 239 | 11 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 280.175 | 2,32 | 12.899 | 7,36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19.319 | 170,76 | 889 | 184,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 955 | 0,21 | 44 | 4,88 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 9.528 | 11,48 | 439 | 16,80 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 97.221 | -23,04 | 4.476 | -19,25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 74.295 | -8,99 | 3.421 | -4,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 7.370 | 0,00 | 339 | 4,95 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4.914 | 0,53 | 226 | 9,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 408.327 | -27,90 | 18.799 | -24,36 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4.384 | 202 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 41.627 | 77,73 | 1.917 | 86,56 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6.955 | 0,00 | 320 | 4,92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 8.394 | -3,65 | 386 | 1,05 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.883 | -22,00 | 87 | -18,10 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 372 | 5,38 | 17 | 13,33 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4.466 | 206 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4.894 | 225 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 92.966 | 10,39 | 4.280 | 15,83 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.898 | 0,77 | 272 | 5,86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 106.655 | 2,41 | 4.910 | 7,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 90.280 | 0,13 | 4.156 | 5,06 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.487 | 1,71 | 68 | 6,25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 186 | 0,54 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 5.615 | 2,74 | 259 | 7,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45.472 | 148,26 | 2.094 | 160,65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 89.455 | 3,45 | 4.119 | 8,54 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 28.606 | -9,29 | 1.317 | -4,77 | ||||
| 2025-08-15 | 13F | Kestra Investment Management, LLC | 900 | 0,00 | 39 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5.414 | -7,56 | 249 | -3,11 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 355 | -85,32 | 16 | -84,91 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.683 | 216 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 868 | 191,28 | 40 | 200,00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 13 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 33.141 | -48,34 | 1.526 | -45,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.783 | 9,34 | 174 | 15,23 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.287 | -2,26 | 151 | 3,42 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8.881 | -1,82 | 409 | 3,03 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 58.524 | -2,81 | 2.694 | 1,97 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 25.528 | 3,25 | 1.175 | 8,39 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 51.096 | -2,15 | 2.352 | 2,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6.963 | 321 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20.735 | 2,95 | 955 | 8,04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.780 | 0,00 | 82 | 3,85 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 8.392 | 0,00 | 386 | 4,89 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7.407 | -5,58 | 341 | -0,87 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.926.402 | 0,55 | 134.732 | 5,50 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17.494 | -0,31 | 805 | 4,68 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 552 | 0,00 | 25 | 4,17 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 9.951 | -4,49 | 458 | 0,22 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.186 | 0,78 | 883 | 5,75 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2.047 | 94 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.504 | 2,46 | 484 | 7,57 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 69.302 | 0,29 | 3.197 | 5,93 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16.584 | -51,93 | 763 | -49,57 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 17.821 | 0,14 | 820 | 5,13 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 9.179 | 0,38 | 423 | 5,24 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 234 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5.655 | 9,83 | 260 | 15,56 | ||||
| 2025-07-31 | 13F | United Community Bank | 500 | 0,00 | 23 | 9,52 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 465 | -8,28 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6.350 | 0,79 | 292 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141.683 | 1,84 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5.700 | 0,00 | 262 | 4,80 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1.019 | -56,86 | 47 | -55,34 | ||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28.849 | 16,43 | 1.328 | 22,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 35.935 | -37,74 | 1.654 | -34,68 |
