IAI - iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
US ˙ ARCA ˙ US4642887941

Grundlæggende statistik
Institutionelle ejere 181 total, 177 long only, 1 short only, 3 long/short - change of -1,62% MRQ
Gennemsnitlig porteføljeallokering 0.2494 % - change of -20,39% MRQ
Institutionelle aktier (lange) 5.371.898 (ex 13D/G) - change of -0,55MM shares -9,22% MRQ
Institutionel værdi (lang) $ 751.676 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF (US:IAI) har 181 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,371,898 aktier. Største aktionærer omfatter Fisher Asset Management, LLC, Harel Insurance Investments & Financial Services Ltd., Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Advisor Group Holdings, Inc., Mml Investors Services, Llc, Two Sigma Investments, Lp, SPC Financial, Inc., and Wells Fargo & Company/mn .

iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF (ARCA:IAI) 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 177,40 / share. Previously, on September 16, 2024, the share price was 126,61 / share. This represents an increase of 40,12% over that period.

IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF Institutional Ownership
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.

IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF Historical Put/Call Ratio
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)
2025-04-28 13G/A TRUIST FINANCIAL CORP 722,350 14,294 -98.02 0.20 -96.55
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
(%)
2025-07-14 13F Sowell Financial Services LLC 1.464 248
2025-07-10 13F Global Financial Private Client, LLC 4.728 30,39 800 57,28
2025-08-14 13F Chicago Wealth Management, Inc. 78.408 -0,94 13.262 19,59
2025-07-28 13F Axxcess Wealth Management, Llc 1.335 226
2025-07-14 13F Park Avenue Securities Llc 3.735 8,86 1
2025-08-01 13F Envestnet Asset Management Inc 103.508 -19,47 17.507 -2,79
2025-08-14 13F GWM Advisors LLC 4.899 0,04 829 20,70
2025-08-14 13F Tudor Financial Inc. 18.426 -2,25 3.117 17,99
2025-08-04 13F Assetmark, Inc 6.588 -98,85 1.114 -98,62
2025-08-27 NP XNAV - FundX Aggressive ETF 0 -100,00 0 -100,00
2025-08-14 13F D. E. Shaw & Co., Inc. 4.029 -70,87 681 -64,84
2025-08-13 13F Walleye Capital LLC 3.934 665
2025-08-13 13F EverSource Wealth Advisors, LLC 39 0,00 7 20,00
2025-08-14 13F Two Sigma Securities, Llc 0 -100,00 0
2025-08-14 13F Synovus Financial Corp 7.826 0,18 1.324 21,02
2025-05-01 13F Stephens Inc /ar/ 0 -100,00 0
2025-06-17 13F Howe & Rusling Inc 0 -100,00 0
2025-07-15 13F North Star Investment Management Corp. 1.645 -5,57 278 13,93
2025-08-05 13F Sigma Planning Corp 2.291 -0,35 387 20,19
2025-08-04 13F Balentine LLC 443 0,00 75 19,35
2025-08-06 13F Black Swift Group, LLC 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 1.934 327
2025-08-05 13F Bank of New York Mellon Corp 2.076 -0,38 351 20,62
2025-08-15 13F Kestra Advisory Services, LLC 2.934 13,41 496 37,02
2025-07-22 13F DAVENPORT & Co LLC 4.629 -47,87 783 -37,14
2025-09-04 13F/A Advisor Group Holdings, Inc. 209.877 127,40 32.362 150,25
2025-08-12 13F Steward Partners Investment Advisory, Llc 28.543 3,19 4.828 24,57
2025-05-22 13F Wbi Investments, Inc. 0 -100,00 0
2025-08-04 13F IFG Advisory, LLC 7.101 377,86 1.201 477,40
2025-08-14 13F Stifel Financial Corp 108.458 7,32 18.349 29,57
2025-07-21 13F Ascent Group, LLC 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2.213 -60,51 374 -52,36
2025-08-13 13F Russell Investments Group, Ltd. 113 0,00 19 26,67
2025-07-23 13F Ignite Planners, LLC 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-05-15 13F Hilltop Holdings Inc. 0 -100,00 0
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 1.578 2,33 267 23,15
2025-08-14 13F Prelude Capital Management, Llc 0 -100,00 0
2025-04-02 13F Marcum Wealth, LLC 0 -100,00 0
2025-07-25 13F Muirfield Wealth Advisors Llc 4.026 -11,01 681 7,42
2025-07-30 13F WESPAC Advisors SoCal, LLC 98.247 -0,23 16.617 20,44
2025-07-23 13F WestEnd Advisors, LLC 527 -89,88 89 -87,79
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-05 13F Bank Of Montreal /can/ 12 0,00 2 100,00
2025-08-26 NP CRTOX - Conquer Risk Tactical Opportunities Fund 60.114 -1,50 10.168 15,61
2025-08-01 13F Rossby Financial, LCC 272 0,00 46 24,32
2025-08-14 13F Glen Eagle Advisors, LLC 2.125 0,00 359 20,88
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 3.202 45,61 1
2025-07-23 13F WESPAC Advisors, LLC 1.663 0,00 281 20,60
2025-08-11 13F HighTower Advisors, LLC Put 0 -100,00 0
2025-08-14 13F CIBC World Markets Inc. 2.209 374
2025-08-12 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2025-07-15 13F EWG Elevate Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC Call 0 -100,00 0 -100,00
2025-04-29 13F Pensionmark Financial Group, Llc 0 -100,00 0
2025-07-16 13F Minichmacgregor Wealth Management, Llc 64.187 25,60 10.857 51,62
2025-08-04 13F Bristlecone Advisors, LLC 550 0,00 93 20,78
2025-07-09 13F Massmutual Trust Co Fsb/adv 44 7
2025-08-11 13F HHM Wealth Advisors, LLC 77 0,00 13 30,00
2025-08-19 13F Advisory Services Network, LLC 84.695 3,46 14.876 29,70
2025-08-19 13F Anchor Investment Management, LLC 81 0,00 14 18,18
2025-07-15 13F Well Done, LLC 37.230 -0,96 6.297 16,27
2025-08-07 13F Allworth Financial LP 6.620 -12,28 1.120 7,29
2025-08-06 13F Commonwealth Equity Services, Llc 6.265 32,76 1
2025-08-11 13F SFI Advisors, LLC 40.485 -6,55 6.848 12,82
2025-08-14 13F Federation des caisses Desjardins du Quebec 100 0,00 17 14,29
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 -100,00 0
2025-08-14 13F Mariner, LLC 19.769 13,08 3.344 36,50
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 6.932 1.172
2025-07-17 13F Janney Montgomery Scott LLC 27.847 -40,14 5 -33,33
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1.631 280
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-16 13F Southern Capital Advisors, Llc 3.644 -3,37 616 16,67
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-05-09 13F Legacy Capital Group California, Inc. 0 -100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 1.154 -6,33 195 13,37
2025-08-13 13F Navis Wealth Advisors, LLC 2.500 0,00 423 20,57
2025-07-16 13F/A CX Institutional 1.039 -24,87 0
2025-07-28 13F Harbour Investments, Inc. 393 0,00 66 20,00
2025-07-24 13F Us Bancorp \de\ 200 0,00 34 17,86
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Heritage Oak Wealth Advisors Llc 14.932 0,43 2.526 21,22
2025-07-23 13F Kingswood Wealth Advisors, Llc 1.410 -34,39 238 -20,93
2025-08-29 13F Centaurus Financial, Inc. 1.802 30,39 0
2025-05-13 13F Adviser Investments LLC 0 -100,00 0
2025-04-16 13F RMR Wealth Builders 0 -100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 20 0,00 3 50,00
2025-07-25 13F Prostatis Group LLC 0 -100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 234 0,43 40 21,88
2025-08-14 13F Sunbelt Securities, Inc. 293 614,63 42 740,00
2025-07-14 13F Abound Wealth Management 32 0,00 5 25,00
2025-08-05 13F Huntington National Bank 0 -100,00
2025-08-13 13F Summit Financial, LLC 2.321 -1,44 393 19,15
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 8.492 -1,66 1.436 19,37
2025-04-09 13F Harbor Investment Advisory, Llc 0 -100,00 0
2025-08-18 13F Wolverine Trading, Llc Call 2.200 -73,49 367 -68,37
2025-07-31 13F Hanlon Investment Management, Inc. 0 -100,00 0
2025-08-18 13F Wolverine Trading, Llc Put 7.500 97,37 1.250 136,29
2025-05-14 13F Eqis Capital Management, Inc. 0 -100,00 0 -100,00
2025-08-18 13F Wolverine Trading, Llc 4.052 675
2025-07-24 13F Blair William & Co/il 348 840,54 59 1.060,00
2025-08-12 13F SRS Capital Advisors, Inc. 156 0,00 26 23,81
2025-08-12 13F MAI Capital Management 17 0,00 3 0,00
2025-07-29 13F Swmg, Llc 1.440 252
2025-08-14 13F Ausdal Financial Partners, Inc. 1.449 245
2025-08-06 13F Founders Financial Securities Llc 27.562 4.662
2025-08-14 13F Wells Fargo & Company/mn 158.936 -3,98 26.882 15,92
2025-08-12 13F Integrated Advisors Network LLC 1.195 202
2025-08-14 13F Fmr Llc 3.963 2,01 670 23,16
2025-08-08 13F Altfest L J & Co Inc 0 -100,00 0
2025-07-24 13F Eastern Bank 880 0,00 149 20,33
2025-08-08 13F Hartland & Co., LLC 138 0,73 23 21,05
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 74 0,00 13 20,00
2025-07-25 13F Genesee Capital Advisors, LLC 9.389 59,16 1.588 92,25
2025-08-14 13F Ameriprise Financial Inc 118.858 -26,62 20.098 -11,43
2025-07-18 13F McGuire Investment Group, LLC 31.550 0,01 5.336 20,75
2025-08-14 13F Citadel Advisors Llc 26.693 -26,80 4.515 -11,65
2025-08-14 13F Citadel Advisors Llc Put 3.100 63,16 524 96,99
2025-08-04 13F Atria Investments Llc 7.545 -25,86 1.276 -10,46
2025-07-25 13F Atria Wealth Solutions, Inc. 17.571 -30,29 2.972 -15,83
2025-08-06 13F Prospera Financial Services Inc 61.258 -0,84 10.361 19,71
2025-07-02 13F HBW Advisory Services LLC 2.968 -9,92 502 8,89
2025-07-21 13F Jackson Wealth Management, LLC 5.089 2,17 861 23,35
2025-08-14 13F Mml Investors Services, Llc 204.235 36,78 35 70,00
2025-08-14 13F Citadel Advisors Llc Call 5.700 235,29 964 305,04
2025-08-13 13F VestGen Advisors, LLC 16.684 10,70 2.822 33,63
2025-08-14 13F Arete Wealth Advisors, LLC 13.712 581,85 2
2025-08-14 13F Royal Bank Of Canada 90.140 -0,20 15.247 20,48
2025-08-14 13F Integrated Wealth Concepts LLC 4.102 694
2025-04-28 13F First Horizon Advisors, Inc. 0 -100,00 0 -100,00
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-14 13F UBS Group AG 80.710 14,56 13.651 38,29
2025-08-12 13F Resolute Wealth Strategies, LLC 1.892 -17,77 320 -0,62
2025-07-02 13F Central Pacific Bank - Trust Division 30 0,00 5 25,00
2025-08-11 13F Aptus Capital Advisors, LLC 22 0,00 4 0,00
2025-08-15 13F Equitable Holdings, Inc. 5.367 185,33 908 244,87
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 294 0,00 50 19,51
2025-08-14 13F KKM Financial LLC 1.479 -26,12 250 -10,71
2025-08-14 13F First International Bank of Israel Ltd. 3.060 518
2025-04-10 13F Secure Asset Management, LLC 0 -100,00 0 -100,00
2025-08-13 13F Whalerock Point Partners, Llc 1.227 208
2025-04-23 13F Phillips Wealth Planners LLC 0 -100,00 0
2025-07-16 13F Cadent Capital Advisors, LLC 27.637 80,21 4.675 117,60
2025-07-24 13F IFP Advisors, Inc 263 39,15 44 69,23
2025-08-14 13F Peapack Gladstone Financial Corp 1.200 0
2025-08-14 13F Fwl Investment Management, Llc 560 95
2025-08-15 13F Morgan Stanley 461.962 -1,77 78.136 18,59
2025-08-14 13F Bank Of America Corp /de/ 312.309 75,53 52.824 111,89
2025-08-13 13F Lido Advisors, LLC 4.700 -2,97 795 17,26
2025-04-29 13F Concurrent Investment Advisors, LLC 0 -100,00 0
2025-05-09 13F CoreCap Advisors, LLC 0 -100,00 0
2025-08-01 13F Belvedere Trading LLC Put 22.100 3.738
2025-08-05 13F Kesler, Norman & Wride, LLC 2.945 3,55 498 25,13
2025-08-14 13F Peak6 Llc Call 0 -100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 1.476 -60,82 250 -52,75
2025-08-07 13F David R. Rahn & Associates Inc. 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 76.156 -25,08 12.881 -9,56
2025-07-17 13F Fifth Third Securities, Inc. 5.917 -10,57 1.001 7,99
2025-07-28 13F Duncker Streett & Co Inc 48 0,00 8 33,33
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-31 13F Brinker Capital Investments, LLC 0 -100,00 0 -100,00
2025-07-29 13F Cottonwood Capital Advisors, Llc 19.512 -0,95 3.300 19,57
2025-08-13 13F Jones Financial Companies Lllp 8.564 22,06 1.427 45,91
2025-07-15 13F Affinity Wealth Management Llc 0 -100,00 0
2025-08-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2025-07-28 13F Alpine Woods Capital Investors, Llc 3.000 0,00 507 20,71
2025-04-24 13F Transcend Wealth Collective, Llc 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 33.134 -12,00 5.604 6,24
2025-08-12 13F Jpmorgan Chase & Co 2.551 -54,00 431 -44,53
2025-08-06 13F Csenge Advisory Group 10.119 -0,64 1.564 16,21
2025-07-25 13F Cwm, Llc 90 109,30 0
2025-05-09 13F GeoWealth Management, LLC 0 -100,00 0
2025-05-15 13F Warren Averett Asset Management, LLC 0 -100,00 0
2025-08-05 13F Simplex Trading, Llc 1.012 0
2025-08-14 13F Clark Capital Management Group, Inc. 20.313 -10,74 3.436 7,75
2025-08-11 13F Cornerstone Planning Group LLC 76 0,00 13 30,00
2025-04-10 13F CPR Investments Inc. 0 -100,00 0
2025-07-22 13F Belpointe Asset Management LLC 7.832 -3,00 1.325 17,06
2025-09-03 13F Q3 Asset Management 3.252 1
2025-08-11 13F HighTower Advisors, LLC 42.303 9,47 7.155 32,16
2025-08-11 13F One Capital Management, LLC 0 -100,00 0
2025-08-11 13F Citigroup Inc 2.639 97,68 446 138,50
2025-08-13 13F Baird Financial Group, Inc. 7.809 -0,61 1.321 20,00
2025-08-12 13F CIBC Private Wealth Group, LLC 359 -26,73 61 1,69
2025-08-13 13F Baker Avenue Asset Management, LP 15.094 3,31 2.553 24,67
2025-07-18 13F Hudson Value Partners, LLC 4.446 -0,98 752 19,40
2025-08-11 13F Principal Securities, Inc. 2.276 -12,86 385 2,39
2025-08-13 13F Northwestern Mutual Wealth Management Co 904 -11,20 153 7,04
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 640.000 0,00 108 21,35
2025-07-29 13F Private Trust Co Na 507 299,21 86 400,00
2025-08-08 13F Pnc Financial Services Group, Inc. 652 -0,46 110 20,88
2025-08-04 13F Integrity Alliance, Llc. 0 -100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-05-16 13F/A Atlanta Consulting Group Advisors, LLC 0 -100,00 0
2025-08-13 13F/A StoneX Group Inc. 2.844 52,82 284 38,54
2025-08-13 13F Great Diamond Partners, LLC 15.109 -4,69 2.556 15,04
2025-08-13 13F Millstone Evans Group, LLC 14 0,00 2 100,00
2025-05-08 13F BRYN MAWR TRUST Co 0 -100,00 0
2025-07-25 13F SPC Financial, Inc. 168.858 -0,50 28.561 20,11
2025-07-29 13F Robinson Value Management, Ltd. 9.047 0,00 1.530 20,76
2025-05-12 13F SOUTH STATE Corp 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 1.188 1.700,00 201 2.122,22
2025-08-08 13F Capital Investment Advisory Services, LLC 6 -88,68 1 -85,71
2025-08-14 13F Susquehanna International Group, Llp 31.508 21,69 5.329 46,93
2025-07-10 13F Focus Financial Network, Inc. 1.449 245
2025-07-09 13F Client First Investment Management LLC 4.677 791
2025-08-14 13F Susquehanna International Group, Llp Call 17.800 -12,75 3.011 5,32
2025-08-14 13F Susquehanna International Group, Llp Put 96.900 0,21 16.390 20,97
2025-08-19 13F Newbridge Financial Services Group, Inc. 100 17
2025-07-17 13F Wagner Wealth Management, Llc 141 24
2025-07-24 13F Game Plan Financial Advisors, LLC 100 0,00 17 14,29
2025-08-06 13F AE Wealth Management LLC 191 141,77 32 190,91
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-01 13F Chilton Capital Management Llc 0 -100,00 0
2025-07-15 13F Ballentine Partners, LLC 1.300 220
2025-08-14 13F Aprio Wealth Management, LLC 5.481 -4,98 927 14,60
2025-07-16 13F Signaturefd, Llc 201 20.000,00 34
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 189 26,00 32 47,62
2025-08-14 13F Qube Research & Technologies Ltd 31.343 58,00 5.301 90,75
2025-08-14 13F Two Sigma Investments, Lp 202.400 2,79 34.234 24,09
2025-08-12 13F LPL Financial LLC 374.163 236,84 63.286 306,64
2025-08-14 13F Coastal Bridge Advisors, LLC 1.189 -18,23 201 -0,99
2025-07-18 13F Truist Financial Corp 12.049 -15,71 2.038 1,80
2025-08-08 13F Glassman Wealth Services 0 -100,00 0
2025-08-11 13F ARS Investment Partners, LLC 15.917 2.692
2025-07-25 13F Hazlett, Burt & Watson, Inc. 126 0,00 0
2025-07-30 13F Strategic Blueprint, LLC 1.513 4,78 256 26,24
2025-08-13 13F Renaissance Technologies Llc 2.600 440
2025-05-01 13F Fulcrum Equity Management 0 -100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 9 2
2025-07-23 13F 1 North Wealth Services Llc 19.391 -1,01 3.280 19,50
2025-07-11 13F Seacrest Wealth Management, Llc 2.494 -5,03 422 14,71
2025-08-14 13F Family Management Corp 10 0,00 2 0,00
2025-08-04 13F Spire Wealth Management 352 -5,88 60 13,46
2025-08-13 13F Fisher Asset Management, LLC 684.053 -3,68 115.701 16,28
2025-08-14 13F Barometer Capital Management Inc. 3.100 524
2025-08-07 13F Apeiron RIA LLC 5.578 1,97 943 23,11
2025-08-11 13F Beaumont Capital Management, LLC 0 -100,00 0
2025-04-24 13F Total Wealth Planning & Management, Inc. 0 -100,00 0
2025-08-12 13F Trexquant Investment LP 0 -100,00 0
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-08-12 13F Global Retirement Partners, LLC 909 100,66 154 135,38
2025-08-12 13F BlackRock, Inc. 414 0,73 70 22,81
2025-07-15 13F Fifth Third Bancorp 288 0,00 49 20,00
2025-08-14 13F Comerica Bank 57 -48,18 10 -40,00
2025-07-17 13F Lee Johnson Capital Management, Llc 10.452 1.768
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 12.048 -1,77 2.038 18,57
2025-04-21 13F Harrell Investment Partners, Llc 0 -100,00 0
2025-05-02 13F Victory Capital Management Inc 0 -100,00 0 -100,00
2025-05-07 13F Evermay Wealth Management Llc 0 -100,00 0 -100,00
2025-07-17 13F Janney Capital Management LLC 3.208 -0,03 1
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