Grundlæggende statistik
| Institutionelle ejere | 172 total, 172 long only, 0 short only, 0 long/short - change of 16,11% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3793 % - change of 26,77% MRQ |
| Institutionelle aktier (lange) | 29.171.785 (ex 13D/G) - change of 3,72MM shares 14,63% MRQ |
| Institutionel værdi (lang) | $ 703.097 USD ($1000) |
Institutionelt ejerskab og aktionærer
Fidelity Covington Trust - Enhanced Large Cap Growth ETF (US:FELG) har 172 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 29,171,785 aktier. Største aktionærer omfatter Mml Investors Services, Llc, Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, LPL Financial LLC, Equitable Holdings, Inc., Independence Financial Advisors, LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Spectrum Investment Advisors, Inc., and Cambridge Investment Research Advisors, Inc. .
Fidelity Covington Trust - Enhanced Large Cap Growth ETF (ARCA:FELG) 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 12, 2025 is 40,32 / share. Previously, on September 13, 2024, the share price was 32,29 / share. This represents an increase of 24,87% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1.082 | 0,00 | 41 | 28,13 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22.225 | 31,19 | 823 | 54,41 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 19.154 | -43,18 | 709 | -32,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.666 | -1,60 | 1 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13.099 | 4,93 | 0 | |||||
| 2025-04-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22.006 | 37,93 | 815 | 62,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.801 | 104 | ||||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 462.790 | -41,23 | 17.137 | -30,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 231 | 0,00 | 9 | 14,29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26.372 | 977 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24.697 | 90,75 | 915 | 124,57 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 190.632 | 89,46 | 7.059 | 122,75 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 211.326 | 55,32 | 7.825 | 82,61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.647 | 283 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10.634 | 11,58 | 394 | 31,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.979 | 407 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 11.426 | 423 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.651 | 0,00 | 61 | 17,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.941.796 | 7,70 | 220.025 | 26,60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6.044 | 224 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 1.521 | 56 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 550.317 | 15,08 | 20.378 | 35,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.462 | 0,03 | 128 | 18,52 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11.193 | 2,87 | 414 | 21,05 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 11.706 | 46,03 | 433 | 71,83 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7.857 | 291 | ||||||
| 2025-08-08 | 13F | Creative Planning | 42.648 | 0,96 | 1.579 | 18,72 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8.938 | 331 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 10.667 | 0,12 | 395 | 17,61 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6.289 | -38,63 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.086 | 69,01 | 225 | 99,12 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 153.700 | 128,38 | 5.692 | 168,57 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19.219 | 13,23 | 712 | 33,15 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 20.497 | -45,42 | 1 | -100,00 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 10.021 | 0,00 | 371 | 17,78 | ||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 31.558 | -20,72 | 1.169 | -4,50 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11.182 | 0,13 | 414 | 17,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.687 | 313,48 | 62 | 416,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 499.432 | 0,87 | 18.494 | 18,58 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.343 | 124 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 253 | 0,00 | 9 | 28,57 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 690.417 | 4,06 | 25.566 | 22,34 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6.336 | 235 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1.121 | 42 | ||||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11.458 | 424 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 593 | 0,17 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 5.887 | 218 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 28 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 550.661 | 45,33 | 20 | 81,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.678 | -8,12 | 136 | 7,94 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.644 | 283 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7.758 | 287 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 552 | 0,00 | 20 | 17,65 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8.993 | 333 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 381.516 | 40,05 | 14.128 | 64,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196.778 | 24,39 | 7.287 | 46,22 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11.822 | -1,34 | 438 | 15,92 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 31.127 | 1.153 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24.841 | -29,85 | 920 | -17,58 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.671 | 97,99 | 62 | 134,62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.479 | 52,92 | 166 | 79,35 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5.707 | 0,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7.497 | -2,20 | 278 | 14,94 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34.945 | -13,34 | 1.294 | 1,89 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 40.943 | -1,77 | 1.516 | 15,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 441.654 | 14,85 | 16.354 | 35,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1.208 | -19,89 | 45 | -6,38 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5.777 | 0,00 | 214 | 17,68 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.843 | 0 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 11.548 | 65,23 | 428 | 94,09 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 133.223 | 15,49 | 4.933 | 35,78 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12.344 | 0,10 | 457 | 17,78 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.217 | 2,05 | 527 | 20,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.325 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.533 | -10,14 | 364 | 8,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 824.707 | -0,30 | 30.539 | 17,20 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 17 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 148.583 | 3.074,17 | 5.502 | 3.642,86 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 17.504 | -5,24 | 648 | 11,53 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 6.620 | 0,65 | 245 | 18,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.720 | 0,11 | 138 | 17,09 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 11.185 | -5,03 | 414 | 11,59 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 59.048 | 3,05 | 2.187 | 21,11 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 101 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 26.144 | 0,00 | 968 | 17,62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21.618 | 9,26 | 801 | 28,41 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.435 | -49,83 | 53 | -41,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 200.469 | -1,99 | 7.423 | 15,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 14.954 | -26,48 | 554 | -13,59 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 51.998 | 21,36 | 1.925 | 42,70 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34.390 | -93,88 | 1 | -94,74 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.100 | 17,39 | 300 | 37,79 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 721.700 | -30,49 | 26.723 | -18,31 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 6.772 | -17,68 | 251 | -3,47 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 21.071 | 0,04 | 780 | 17,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.981.257 | 20,36 | 221 | 41,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111.039 | 2,60 | 4.112 | 20,59 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12.665 | 45,74 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24.561 | 84,70 | 909 | 117,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35.388 | -2,01 | 1.310 | 15,22 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 24.448 | 4,33 | 905 | 22,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 275.017 | 123,96 | 10.184 | 163,26 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.593 | 244 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12.282 | 455 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.072 | 40 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 12.675 | 0,00 | 469 | 17,54 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 472 | -98,76 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.745 | 0,13 | 731 | 17,71 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 169.996 | -38,78 | 6.295 | -28,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.935 | -51,75 | 442 | -43,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8.651 | 251,10 | 320 | 315,58 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 830.356 | 1.399,41 | 30.748 | 1.663,07 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5.822 | 216 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 239.293 | 64,32 | 8.861 | 93,18 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 21.944 | 3,04 | 813 | 21,19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.967 | 0,00 | 258 | 17,35 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 81.009 | -17,10 | 3.000 | -2,57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4.087 | -9,92 | 151 | 6,34 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 34.819 | 1.289 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.520.372 | 47,86 | 130 | 75,68 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 7.078 | 0,13 | 270 | 23,96 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 101 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497.331 | 8,68 | 18.416 | 27,76 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5.567 | -84,52 | 206 | -83,28 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.093 | 40 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 5.700 | 211 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 23.225 | 10,07 | 860 | 29,52 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 58.112 | -7,34 | 2.152 | 8,91 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 856 | 152,51 | 32 | 210,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7.157 | 0,13 | 265 | 17,78 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 10.183 | -4,33 | 377 | 15,29 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 53.740 | 448,14 | 1.990 | 546,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 153.232 | 4,52 | 5.674 | 22,89 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18.187 | 0,12 | 673 | 17,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22.698 | 6,06 | 840 | 24,63 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3.051 | 96 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 41.284 | -9,77 | 1.529 | 6,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3.051 | 113 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10.344 | 0,12 | 383 | 17,85 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5.564 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20.017 | 47.559,52 | 741 | 74.000,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7.335 | 272 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 300 | 0,00 | 11 | 22,22 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 53.948 | -15,16 | 1.998 | -0,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.493 | 466 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 72.557 | 3,42 | 2.687 | 21,59 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 10.965 | 32,68 | 406 | 42,46 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9.642 | 0,00 | 304 | -10,88 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8.000 | 0,00 | 296 | 17,46 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.006 | 0,00 | 37 | 19,35 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.891 | -39,85 | 70 | -29,29 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15.372 | 2,88 | 569 | 21,06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 102.329 | 64,90 | 3.789 | 93,91 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 948.919 | -30,16 | 35.138 | -17,90 | ||||
| 2025-07-10 | 13F | Security National Bank | 11.175 | 0,00 | 414 | 17,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.082 | 40 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.621 | 0,00 | 60 | 17,65 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10.793 | 0,12 | 400 | 17,70 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 39.816 | 1.474 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 185.403 | 10.263,50 | 6.865 | 10.796,83 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 16.230 | 0,00 | 601 | 17,61 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5.308 | 90,52 | 197 | 125,29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 641 | 75,62 | 24 | 109,09 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13.775 | -2,73 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 250 | 0,00 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5.969 | -17,56 | 211 | -7,46 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 440 | 0,00 | 16 | 23,08 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 26.496 | 162,47 | 980 | 226,33 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 92.003 | 3.407 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.836.582 | 47,64 | 68.009 | 73,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9.313 | -1,64 | 345 | 15,44 |
