Grundlæggende statistik
| Institutionelle ejere | 181 total, 181 long only, 0 short only, 0 long/short - change of 6,47% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2027 % - change of -12,65% MRQ |
| Institutionelle aktier (lange) | 16.008.501 (ex 13D/G) - change of 0,54MM shares 3,49% MRQ |
| Institutionel værdi (lang) | $ 841.720 USD ($1000) |
Institutionelt ejerskab og aktionærer
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (US:FCOM) har 181 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,008,501 aktier. Største aktionærer omfatter Charles Schwab Investment Management Inc, Harel Insurance Investments & Financial Services Ltd., Lido Advisors, LLC, Northwestern Mutual Wealth Management Co, Agf Management Ltd, Morgan Stanley, Vicus Capital, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, and LPL Financial LLC .
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (ARCA:FCOM) 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 15, 2025 is 72,30 / share. Previously, on September 16, 2024, the share price was 53,10 / share. This represents an increase of 36,16% 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.
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.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 234.794 | -2,38 | 15.217 | 12,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9.204 | -1,60 | 597 | 13,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 67.249 | 15,96 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.223 | 0,00 | 79 | 16,18 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74 | 0,00 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 68 | 4 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7.230 | -38,14 | 469 | -28,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 26.237 | 21,59 | 1.700 | 40,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.388 | -56,78 | 3.071 | -50,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32.244 | 2,19 | 2.090 | 17,69 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24.646 | -7,55 | 1.597 | 6,54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4.421.397 | -1,07 | 286.551 | 13,97 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 363 | 24 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4.783 | 25,87 | 310 | 45,07 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123.933 | 11,17 | 8.032 | 28,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 146.682 | -5,37 | 9.507 | 9,01 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 679 | 0,30 | 44 | 13,16 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 69 | 0,00 | 4 | 33,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9.650 | 0,35 | 625 | 15,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | -38,87 | 31 | -27,91 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 23.816 | -3,05 | 1.544 | 11,65 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 106.462 | 0,17 | 6.878 | 15,04 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.356 | -0,13 | 138 | 4,55 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 43 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 97 | 0,00 | 6 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72.479 | -23,28 | 4.709 | -11,55 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11.538 | -0,62 | 748 | 14,40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46.461 | 0,14 | 2.614 | -4,04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20.710 | 155,90 | 1.342 | 194,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 164.073 | 8,88 | 10.634 | 25,42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 128 | 8 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48.305 | 150.853,12 | 3.131 | 312.900,00 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 77.730 | -0,22 | 5.038 | 14,95 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76.265 | 5,20 | 4.943 | 21,19 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90.418 | 35,70 | 6 | 66,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.710 | -19,31 | 305 | -7,01 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3.228 | -12,92 | 209 | 0,48 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 20.669 | -2,11 | 1.339 | 12,90 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 15.964 | 10,53 | 1.035 | 27,34 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 662 | 0,00 | 43 | 13,51 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 632.275 | 10,62 | 40.978 | 27,43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 624 | 40 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.034 | -19,04 | 1.104 | -6,76 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5.316 | 0,00 | 345 | 15,05 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.339 | -7,38 | 216 | 6,93 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 11 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12.599 | 1,03 | 817 | 16,41 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 22.107 | -4,92 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4.181 | 0,05 | 271 | 14,89 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 194.911 | 4,60 | 12.632 | 20,50 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 70 | -56,25 | 5 | -55,56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15.010 | -21,79 | 973 | -9,92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13.903 | 1,99 | 896 | 17,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4.721 | 306 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7.774 | -4,12 | 504 | 10,31 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 15.283 | 0,00 | 990 | 15,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74.709 | 3,55 | 4.842 | 19,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.443 | 275,11 | 2.556 | 332,49 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2.484.280 | 22,67 | 161 | 42,48 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 19.815 | 12,19 | 1 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 1 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 162 | 10 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 428 | 28 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 19.406 | 2,09 | 1.258 | 17,59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 109 | 0,00 | 7 | 16,67 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7.263 | 471 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 64 | 0,00 | 4 | 33,33 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6.265 | -20,08 | 406 | -7,94 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 699 | 0,00 | 45 | 15,38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.340 | -82,98 | 752 | -79,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 269.359 | -5,18 | 17.457 | 9,23 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3.365 | -23,07 | 215 | -12,60 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 129.640 | -25,59 | 8.402 | -14,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49.361 | 0,57 | 3.199 | 15,86 | ||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65.963 | 44,84 | 4.275 | 66,86 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 31.567 | 0,34 | 2.046 | 15,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 922 | 60 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3.110 | 0,00 | 202 | 15,52 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 | 26,32 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3.218 | -86,08 | 209 | -84,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3.342 | 217 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21.192 | 1.373 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 132 | 0,00 | 9 | 14,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17.298 | -41,29 | 1.121 | -32,41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38.103 | 2 | ||||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 16.805 | 1,22 | 1.089 | 16,60 | ||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 187 | -44,01 | 12 | -36,84 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 16.816 | 0,17 | 1.090 | 15,36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 727 | 38,21 | 47 | 62,07 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 557 | 24,33 | 36 | 44,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 604 | 0,17 | 39 | 18,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13.592 | 15,31 | 1 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 204 | 0,00 | 13 | 18,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.186 | 0,25 | 77 | 15,15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30.448 | -34,47 | 1.973 | -24,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.902 | -15,10 | 318 | -2,16 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4.392 | -58,97 | 285 | -52,82 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.595 | 14,42 | 103 | 32,05 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1.243 | 0,00 | 81 | 15,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 375 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 428.311 | 5,45 | 27.759 | 21,48 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4.233 | 0,00 | 274 | 15,13 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119.757 | 7,28 | 7.761 | 23,58 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 19.458 | -13,78 | 1.261 | -0,63 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184.383 | 0,93 | 11.950 | 16,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.163 | 0,31 | 270 | 15,45 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25.292 | 3,74 | 1.639 | 19,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.642 | 1,53 | 236 | 17,41 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17.524 | -30,58 | 1.136 | -20,07 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4.573 | -3,48 | 296 | 10,45 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.807 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70.285 | 7,73 | 4.555 | 24,11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 573 | 0,00 | 37 | 15,63 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 146.441 | -8,33 | 9.491 | 5,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 10.702 | 43,79 | 694 | 65,79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 46 | 3 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 18 | ||||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23.978 | 1,48 | 1.554 | 16,85 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 | -77,78 | 2 | -77,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.310 | -1,89 | 603 | 13,13 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.113 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 228 | 15 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 691 | -24,89 | 45 | -13,73 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14.256 | -4,35 | 924 | 10,14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8.361 | 243,93 | 542 | 297,79 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10.356 | -1,12 | 671 | 13,92 | ||||
| 2025-07-16 | 13F | American National Bank | 12.878 | -1,69 | 835 | 13,16 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 26 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.382.346 | 9,42 | 89.590 | 26,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.338 | 15,61 | 670 | 33,20 | ||||
| 2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4.788 | -1,05 | 310 | 13,97 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 163 | 185,96 | 11 | 233,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.817 | 0,11 | 183 | 15,19 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11.009 | 0,20 | 714 | 15,53 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 400 | 0,00 | 23 | -4,35 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4.491 | 15,54 | 291 | 33,49 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7.302 | 0,00 | 473 | 15,37 | ||||
| 2025-07-18 | 13F | Vicus Capital | 289.689 | 4,39 | 18.775 | 20,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16.225 | 3,85 | 1.052 | 19,70 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19.342 | 12,11 | 1.254 | 29,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.867.729 | 4,49 | 121.048 | 20,37 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 334 | 22 | ||||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 18.037 | 0,51 | 1.169 | 15,76 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43.000 | 2.787 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3.116 | 202 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.920 | 1.423,22 | 319 | 1.666,67 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4.166 | 1,21 | 270 | 16,45 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 48.474 | -26,72 | 3.142 | -15,59 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 49 | 3 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5.977 | 31,91 | 387 | 52,36 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 30.879 | -6,30 | 2.001 | 7,99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.098 | 0 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5.919 | 0,00 | 333 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.510 | 5,49 | 552 | 21,63 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 178 | 0,00 | 12 | 10,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 166 | 0,00 | 11 | 11,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 546 | 0,00 | 35 | 16,67 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4.845 | 11,56 | 314 | 28,69 | ||||
| 2025-05-14 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43.008 | 24,61 | 2.787 | 43,59 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 58.636 | 0,18 | 3.800 | 15,43 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.889 | -0,13 | 446 | 14,95 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 189 | 26,85 | 12 | 50,00 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21.409 | 7,40 | 1.388 | 23,73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 28.557 | 1.851 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.274 | -3,13 | 795 | 11,66 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 26.029 | 40,68 | 1.687 | 62,12 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6.650 | 41,19 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4.053 | -18,17 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 58.061 | 2,03 | 3.763 | 17,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.184 | 1.166,76 | 595 | 1.316,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 265.779 | 5,26 | 17 | 21,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241.133 | 32,54 | 15.628 | 52,68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6.256 | 10,61 | 401 | 35,02 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 531 | 0,00 | 34 | 17,24 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.280 | 1,21 | 277 | 16,88 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 79 | 0,00 | 5 | 25,00 |
