Grundlæggende statistik
| Institutionelle ejere | 447 total, 447 long only, 0 short only, 0 long/short - change of -1,11% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2291 % - change of 0,49% MRQ |
| Institutionelle aktier (lange) | 25.739.650 (ex 13D/G) - change of -2,00MM shares -7,20% MRQ |
| Institutionel værdi (lang) | $ 2.256.900 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Global Tech ETF (US:IXN) har 447 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,739,650 aktier. Største aktionærer omfatter Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, Wells Fargo & Company/mn, Green Harvest Asset Management LLC, Portfolio Strategies, Inc., FIL Ltd, Royal Bank Of Canada, and LPL Financial LLC .
iShares Trust - iShares Global Tech ETF (ARCA:IXN) 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 11, 2025 is 98,79 / share. Previously, on September 12, 2024, the share price was 80,33 / share. This represents an increase of 22,98% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5.531 | -13,13 | 511 | 5,81 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 92.883 | -5,20 | 8.577 | 15,58 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13.985 | 2,47 | 1.291 | 24,98 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 4.567 | -2,33 | 422 | 18,93 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2.497 | 231 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70.471 | 2,31 | 7 | 20,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31.839 | -10,77 | 2.940 | 8,81 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 195 | 0,00 | 18 | 28,57 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44.567 | 0,89 | 4.115 | 23,02 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 506.634 | 3,84 | 46.783 | 26,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 85 | 0,00 | 8 | 16,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287.287 | -4,03 | 27 | 18,18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6.690 | -78,77 | 618 | -74,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4.668 | 437 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2.932 | -0,61 | 271 | 21,08 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | 0,00 | 8 | -12,50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 735 | 0,00 | 68 | 21,82 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 322 | 0,00 | 30 | 20,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.511 | -3,45 | 786 | 17,69 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1.008 | 0,00 | 93 | 22,37 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 326.382 | 14.762,57 | 30.138 | 18.055,42 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 3.600 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 850.539 | 0,03 | 78.540 | 21,96 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65.961 | 2,14 | 6.156 | 25,86 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2.445 | -96,94 | 226 | 181,25 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 491 | -2,96 | 45 | 18,42 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3.300 | 305 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2.505 | 0,20 | 231 | 22,22 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3.673 | 1,49 | 339 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36.824 | 2,35 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 14.825 | -1,85 | 1.369 | 19,69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7.603 | -20,96 | 702 | -3,57 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2.179 | 201 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 15.811 | -3,52 | 1.460 | 17,57 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 438 | 40 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.541 | 183,67 | 973 | 246,26 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 890 | 0,00 | 82 | 22,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9.954 | 0,13 | 919 | 22,21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3.949 | 0,00 | 365 | 21,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 3.000 | 277 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6.667 | 616 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 30.590 | 2,11 | 2.825 | 24,46 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 354 | 0,00 | 33 | 23,08 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 85 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 648 | 0,00 | 60 | 20,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22.046 | 79,26 | 2.036 | 118,58 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 4.668 | 0,00 | 431 | 22,10 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 99 | -1,00 | 9 | 28,57 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21.488 | 238,02 | 1.984 | 312,47 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17.427 | 0,18 | 1.609 | 22,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.563 | 6,50 | 975 | 29,83 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3.974 | -13,33 | 367 | 5,48 | ||||
| 2025-08-11 | 13F | Eq Llc | 31.143 | -8,12 | 2.876 | 12,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 490 | 0,00 | 45 | 21,62 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2.500 | 231 | ||||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2.416 | 0,00 | 205 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.398.815 | 8,68 | 221.507 | 32,50 | ||||
| 2025-05-13 | 13F | Bulltick Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 42.249 | 0,23 | 3.901 | 22,21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3.122 | 288 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 20.747 | -3,01 | 1.916 | 18,21 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 79.600 | 8,30 | 7.292 | 31,01 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1.172 | -10,47 | 89 | -20,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8.258 | -0,08 | 763 | 21,92 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6.645 | 35,14 | 614 | 64,78 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 5.760 | 0,00 | 532 | 21,79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 119 | -58,82 | 11 | -52,38 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3.804 | 351 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2.700 | 249 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10.810 | 0,01 | 998 | 22,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 266 | 0,00 | 25 | 20,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 154.529 | -10,13 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6.228 | -2,69 | 575 | 18,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4.877 | -6,64 | 450 | 13,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16.569 | -1,71 | 1.530 | 19,83 | ||||
| 2025-07-17 | 13F | James Hambro & Partners | 13.050 | 0,00 | 1.204 | 21,99 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 514 | 0,00 | 47 | 23,68 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2.791 | 258 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 32.561 | 1,09 | 3.007 | 23,25 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9.242 | -7,41 | 853 | 12,83 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 25.550 | -26,09 | 2.359 | -9,89 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3.856 | 0,00 | 356 | 21,92 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.013 | -47,96 | 1.299 | -36,34 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60.299 | -2,99 | 5.568 | 18,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 330 | 30 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13.498 | 0,86 | 1.246 | 23,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 14.872 | 0,00 | 1.373 | 21,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149.234 | 0,17 | 13.780 | 22,12 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 75.279 | 1,18 | 6.951 | 23,35 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3.036 | 0,00 | 291 | 27,07 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.702 | -0,58 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2.274 | 0,00 | 210 | 21,51 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25.172 | -5,21 | 2.324 | 15,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 817.228 | -3,70 | 75.463 | 17,40 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 9.358 | 0,00 | 864 | 22,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 21.895 | 1,81 | 2.022 | 24,14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.505 | -4,82 | 416 | 16,20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.070 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 87.420 | 0,46 | 8 | 33,33 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3.229 | 7,31 | 298 | 31,28 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 131.603 | -1,35 | 12.152 | 20,27 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 3.534 | 0,14 | 326 | 22,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69.699 | -8,18 | 6.436 | 11,93 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3.623 | -1,01 | 335 | 20,58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 914 | -32,94 | 89 | -13,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2.419 | -54,90 | 223 | -45,07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 876 | 0,00 | 81 | 21,21 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 29.380 | 0,00 | 2.713 | 21,89 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 91.364 | -4,00 | 8.437 | 17,04 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 210 | 0,00 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 39.287 | -0,12 | 3.628 | 21,75 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56.059 | 14,81 | 5.176 | 39,97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 277.043 | 1,24 | 25.582 | 23,42 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5.738 | -5,64 | 530 | 15,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8.991 | 0,00 | 681 | -10,64 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 855 | 0,23 | 79 | 21,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28.399 | -20,83 | 2.622 | -3,46 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 117.950 | 0,27 | 10.891 | 22,25 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.926 | -8,03 | 363 | 12,07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 3.066 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 10.521 | 0,00 | 972 | 21,98 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.591 | 241 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2.762 | -5,38 | 255 | 15,38 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 10.295 | 3,14 | 961 | 46,34 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 23.555 | 0,00 | 2.175 | 21,92 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2.611 | 241 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3.376 | 0,00 | 321 | 21,59 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88.463 | 7,64 | 8.169 | 31,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.864 | -25,12 | 357 | -8,72 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 3.865 | 0,00 | 357 | 21,92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30.494 | -1,07 | 2.816 | 20,61 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4.675 | -1,99 | 436 | 20,78 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 281 | 160,19 | 26 | 212,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.882 | -7,18 | 636 | 13,19 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 200.393 | -0,08 | 18.496 | 21,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8.483 | 13,74 | 783 | 38,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 12.355 | -0,48 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3.222 | -26,67 | 298 | -10,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 28.749 | -1,45 | 2.177 | -11,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.489 | -7,27 | 1.153 | 13,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 13.574 | -6,30 | 1.253 | 14,22 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 16.985 | 0,00 | 1.568 | 21,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 378 | 0,00 | 35 | 21,43 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2.811 | -1,06 | 260 | 20,47 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 88.090 | -10,61 | 8.134 | 8,99 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 625 | 0,00 | 58 | 21,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27.267 | -4,62 | 2.518 | 16,26 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 14.614 | 0,00 | 1.349 | 21,97 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 318 | 0,00 | 29 | 20,83 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3.000 | 0,00 | 277 | 22,03 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47.853 | -3,35 | 4.419 | 17,81 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.579 | 238 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 87.603 | 2,06 | 8.089 | 24,45 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 35.238 | -1,11 | 3.254 | 20,57 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 189 | 0,00 | 17 | 21,43 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 7.286 | 0,00 | 673 | 21,96 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.272 | 0,00 | 117 | 21,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22.767 | 0,15 | 2.102 | 22,14 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2.444 | -24,36 | 226 | -7,79 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 3.683 | -0,32 | 340 | 21,86 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4.968 | 20,79 | 459 | 47,27 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 6 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15.121 | 5,29 | 1.396 | 28,43 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5.482 | -5,86 | 506 | 14,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14.008 | -5,68 | 1.293 | 15,04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5.948 | 42,36 | 549 | 73,73 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5.539 | -11,84 | 511 | 7,58 | ||||
| 2025-05-06 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 3.143 | 0,00 | 290 | 21,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 38.884 | 5,17 | 3.591 | 28,21 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2.660 | -15,29 | 246 | 3,38 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 575 | 0,00 | 53 | 23,26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7.077 | 35,73 | 654 | 65,74 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37.071 | -27,77 | 3.423 | -11,94 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 2.280 | 211 | ||||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3.500 | -22,22 | 323 | -5,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 866 | 0,00 | 80 | 21,54 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 16.064 | 0,07 | 1.483 | 22,06 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12.944 | -0,47 | 1.195 | 21,32 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.549 | 512 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5.868 | -4,93 | 542 | 15,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67.479 | 0,96 | 6.231 | 23,07 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8.897 | 0,04 | 822 | 21,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33.229 | 4,06 | 3.068 | 26,88 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 54.527 | -33,49 | 5.035 | -18,91 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 2.807 | 0,00 | 259 | 22,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6.840 | -62,20 | 632 | -58,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.022 | -9,14 | 279 | 11,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.005.608 | -0,11 | 92.858 | 21,79 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 23.400 | 0,00 | 2.161 | 21,90 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52 | 5 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25.294 | -6,60 | 2.336 | 13,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23.630 | -3,70 | 2.182 | 17,44 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3.972 | 0,00 | 367 | 22,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 494 | 0,00 | 46 | 21,62 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 95.380 | 0,01 | 8.807 | 21,93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4.348 | 55,95 | 401 | 90,05 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 78.811 | 51,64 | 7.278 | 84,88 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2.913 | 0,00 | 269 | 21,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.019 | 0,31 | 861 | 25,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16.790 | 7,13 | 1.550 | 30,69 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 166 | 0,00 | 15 | 25,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3.091 | 0,19 | 285 | 22,32 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 1.000 | 0,00 | 92 | 22,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 407.702 | -6,42 | 38 | 15,63 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9.650 | -5,85 | 891 | 14,82 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3.300 | 0,00 | 250 | -10,75 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16.133 | -0,06 | 1.490 | 10,71 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2.600 | 239 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9.072 | 0,00 | 838 | 21,83 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3.000 | 0,00 | 277 | 22,03 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 3.076 | 0,00 | 284 | 22,41 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 834 | -13,40 | 77 | 6,94 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 3.150 | 0,00 | 291 | 21,85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 564 | 18,74 | 52 | 48,57 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2.484 | 233 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 2.693 | 0,00 | 249 | 22,17 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1.955 | 0,00 | 181 | 21,62 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 7.050 | 0,09 | 651 | 21,95 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5.367 | 0,02 | 496 | 21,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.578 | -1,00 | 146 | 7,41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 540.922 | -2,47 | 49.940 | 18,89 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 6.662 | 505 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19.129 | 7,85 | 1.766 | 31,50 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4.139 | 0,00 | 382 | 22,04 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.400 | 79 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.221 | -18,82 | 113 | -0,88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2.576 | -9,74 | 246 | 17,79 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9.868 | 0,02 | 911 | 21,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 249.089 | 0,32 | 23.001 | 22,31 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 128.378 | 0,00 | 11.854 | 21,92 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2.259 | 0,04 | 209 | 21,64 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4.576 | -8,30 | 423 | 11,94 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 87.066 | -1,67 | 8.040 | 19,88 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3.416 | -2,12 | 315 | 19,32 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1.060 | -1,40 | 98 | 19,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 246 | -13,38 | 23 | 4,76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.108 | -10,35 | 287 | 9,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 81.963 | -2,55 | 7.568 | 18,81 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2.334 | 216 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 816 | 62 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14.249 | 0,04 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 30.545 | -0,49 | 2.821 | 21,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2.272 | -6,81 | 210 | 13,59 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 7.840 | 0,00 | 724 | 21,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17.812 | 14,50 | 1.645 | 39,56 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3.372 | 0,60 | 311 | 22,92 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 113 | 0,00 | 10 | 25,00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 100 | 0,00 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 480.006 | 10,14 | 44.324 | 34,28 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 13.200 | 0,00 | 1.219 | 21,92 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 14.207 | -2,63 | 1.312 | 18,64 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16.652 | -8,77 | 1.538 | 10,34 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 6.000 | 0,00 | 454 | -10,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.359 | 0,33 | 310 | 22,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4.667 | 1,35 | 431 | 23,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.580 | -2,57 | 423 | 18,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76.142 | -0,17 | 7.031 | 21,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 3.013 | 0,00 | 278 | 21,93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 14.148 | -0,46 | 1.306 | 21,38 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10.359 | -2,30 | 957 | 19,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10.399 | 0,04 | 960 | 21,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35.747 | 1,38 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 25.348 | -0,80 | 2.341 | 20,93 | ||||
| 2025-04-28 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 52.222 | -0,11 | 4.822 | 21,80 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 282 | 0,00 | 26 | 23,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56.027 | -3,39 | 5.174 | 17,78 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 24.990 | 0,00 | 2.308 | 21,93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12.600 | 0,00 | 1.163 | 21,91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.787 | 10,43 | 442 | 34,76 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4.048 | -30,95 | 374 | -15,80 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 219 | 0,00 | 20 | 25,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 370 | -20,60 | 34 | -5,71 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 761 | 0,13 | 70 | 22,81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17.749 | 70,03 | 1.639 | 107,34 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1.056 | 0,00 | 98 | 22,78 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9.349 | 20,14 | 863 | 46,52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4.938 | -0,02 | 456 | 21,93 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 138 | 0,00 | 13 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 214.393 | 7,49 | 19.796 | 31,02 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9.394 | -6,38 | 867 | 14,23 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8.562 | 791 | ||||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3.600 | -8,86 | 332 | 11,04 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 6.000 | 554 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16.157 | -5,83 | 1.492 | 14,69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.504 | 1,74 | 416 | 23,88 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 7.811 | -5,98 | 721 | 14,63 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 10.748 | 0,00 | 814 | 0,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2.167 | 200 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6.431 | 0,00 | 594 | 21,77 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4.541 | 0,11 | 419 | 22,16 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 505 | -13,08 | 47 | 4,55 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17.807 | -0,90 | 1.644 | 20,88 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3.079 | 284 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 49 | 0,00 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9.762 | 13,33 | 901 | 38,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168.601 | -30,97 | 15.569 | -15,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22.015 | 1,60 | 2.033 | 23,83 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.853 | 171 | ||||||
| 2025-08-06 | 13F | Excalibur Management Corp | 4.850 | 0,00 | 448 | 21,80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.408 | 1.146,02 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13.067 | 15,48 | 1.207 | 40,72 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.874 | -5,54 | 172 | 14,00 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 34.427 | 603,60 | 1.917 | 418,11 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 33.946 | -1,44 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 600 | 0,00 | 55 | 22,22 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 9.000 | 0,00 | 863 | 26,58 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.202 | 29,37 | 850 | 57,81 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12.028 | 0,00 | 1.111 | 21,84 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 40.312 | -1,49 | 3.707 | 19,66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.248 | 13,56 | 115 | 59,72 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 594 | 0,17 | 55 | 22,73 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 945.608 | -0,96 | 87.281 | 20,70 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3.993 | 0,00 | 369 | 21,85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 67.648 | -15,37 | 6.247 | 3,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5.814 | -2,35 | 537 | 19,11 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.950 | 0,00 | 180 | 22,45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4.994 | 0,00 | 461 | 21,96 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 11.972 | -16,07 | 1.106 | 2,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.313 | 255,85 | 196 | 300,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.514 | -3,12 | 232 | 5,94 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.880 | 7,63 | 543 | 31,23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 14.640 | 4,98 | 1.352 | 27,94 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3.295 | -6,18 | 304 | 14,72 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 2.700 | 0,00 | 249 | 22,06 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2.427 | 224 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 110.541 | 1,04 | 10.207 | 23,20 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 96 | 0,00 | 9 | 14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.561 | 8,03 | 144 | 30,91 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22.580 | -16,94 | 2.085 | 1,26 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25.933 | 3,04 | 2.395 | 25,60 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 192 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 39.979 | -4,43 | 3.692 | 16,51 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2.208 | 204 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.568 | 14,22 | 791 | 39,26 | ||||
| 2025-08-13 | 13F | Amundi | 260.100 | 0,00 | 24.023 | 28,56 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2.959.499 | 0,31 | 273.280 | 22,30 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 50.808 | 1,27 | 4.692 | 23,45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3.768 | 0,00 | 348 | 21,75 | ||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.910 | -1,95 | 176 | 19,73 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3.267 | 0,00 | 302 | 21,86 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 22.216 | -8,92 | 2.051 | 11,04 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 5.666 | 0,00 | 523 | 21,91 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 6.300 | 0,00 | 582 | 21,80 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 266 | 0,00 | 24 | 20,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.253 | 0,00 | 208 | 22,35 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3.908 | 0,00 | 361 | 22,03 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4.105 | -6,43 | 379 | 14,16 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3.839 | -18,28 | 354 | -0,28 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 6.076 | -13,82 | 561 | 5,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50.493 | 31,13 | 4.663 | 59,88 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 44.660 | 0,09 | 4.124 | 22,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 22.343 | -1,76 | 2.063 | 35,28 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21.355 | 16,17 | 1.972 | 41,59 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11.175 | 0,17 | 1.032 | 22,16 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4.140 | -74,73 | 382 | -69,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.326.749 | -4,92 | 214.852 | 15,92 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 19.102 | 0,26 | 1.447 | -10,41 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3.595 | -4,46 | 332 | 16,14 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3.009 | 0,00 | 278 | 22,03 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 373 | 0,00 | 34 | 21,43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.739 | 253 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6.285 | 2,75 | 580 | 25,27 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 294 | 0,00 | 27 | 22,73 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 24.328 | -0,82 | 2.246 | 20,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.810 | 33,76 | 444 | 63,24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.971 | 274 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 53.189 | 69,21 | 4.912 | 106,34 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2.317 | 214 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 9.611 | 0,00 | 887 | 22,01 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 375 | 0,00 | 35 | 21,43 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 534 | 0,00 | 49 | 22,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.958 | -57,96 | 181 | -49,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.070.526 | -0,74 | 98.852 | 21,02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 39.385 | -9,58 | 3.637 | 10,25 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4.901 | -8,38 | 447 | 10,92 | ||||
| 2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 77.054 | -2,70 | 6.445 | 0,88 | ||||
| 2025-08-07 | 13F | Searle & Co. | 3.000 | 0,00 | 277 | 22,03 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4.414 | 0,00 | 408 | 21,86 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.420 | 0,00 | 131 | 22,43 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1.860 | 172 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13.134 | -1,89 | 1.213 | 19,64 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2.891 | 0,35 | 267 | 22,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92.636 | 11,83 | 8.486 | 35,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 84.181 | 7.773 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4.811 | 6,60 | 444 | 30,21 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4.901 | 9,67 | 453 | 33,73 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 10.545 | 0,09 | 974 | 22,08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 36 | 0,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 18.000 | 0,00 | 1.662 | 21,94 | ||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2.790 | -49,75 | 258 | -38,81 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2.185 | 202 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.785 | -20,77 | 165 | -3,53 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 64.519 | -0,37 | 5.958 | 21,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.600 | -28,21 | 517 | -12,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21.603 | -46,76 | 1.989 | -35,35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5.561 | -0,14 | 1 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 450 | 0,00 | 42 | 20,59 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4.942 | 0,00 | 456 | 21,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13.313 | 24,05 | 1.229 | 51,35 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 2.400 | 222 | ||||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 96.769 | 0,99 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 75.791 | -1,91 | 6.999 | 19,58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.449 | 0,02 | 503 | 22,09 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 27.272 | 2,35 | 2.281 | 6,14 | ||||
| 2025-05-09 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2.842 | 0,00 | 262 | 21,86 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6.619 | 0,00 | 611 | 21,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 27.701 | 2.558 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 553.496 | -0,91 | 51.110 | 20,80 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2.274 | 0,00 | 210 | 21,51 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.438 | 30,96 | 871 | 59,82 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 450 | 0,00 | 42 | 20,59 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 22.790 | -18,82 | 2.104 | -1,03 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 12.217 | 0,00 | 1.128 | 21,95 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 19.645 | 2,61 | 1.814 | 25,10 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10.910 | 0,00 | 1.007 | 20,89 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 34.347 | -10,24 | 3.172 | 0,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15.914 | 0,19 | 1.469 | 22,11 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 2.508 | 232 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3.720 | 0,00 | 344 | 22,06 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 11.451 | -89,13 | 1.057 | -86,75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 877.013 | -26,34 | 80.983 | -10,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6.436 | 0,05 | 594 | 21,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3.300 | -19,51 | 305 | -1,94 | |||
| 2025-07-11 | 13F | Thomasville National Bank | 3.751 | 0,00 | 346 | 21,83 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 15.157 | 0,00 | 1.400 | 21,97 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3.426 | 0,00 | 316 | 22,01 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 36.645 | -38,30 | 3.384 | -24,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22.526 | 3,57 | 2.090 | 26,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 266.994 | -1,64 | 24.654 | 19,92 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7.045 | -0,20 | 651 | 21,72 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 19.180 | -16,24 | 1.771 | 2,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13.989 | 0,42 | 1.292 | 22,37 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 946.863 | -50,92 | 87.433 | -40,16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50.193 | 0,61 | 4.635 | 22,66 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 85.375 | 16,83 | 7.883 | 42,45 | ||||
| 2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 91.542 | -8,87 | 8.453 | 11,09 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106.432 | -62,76 | 9.828 | -54,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 833 | -93,63 | 77 | -92,32 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 8.006 | -3,26 | 739 | 18,05 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.423 | 131 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.788 | 7,77 | 442 | 31,55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 |
