Grundlæggende statistik
| Institutionelle ejere | 185 total, 185 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0368 % - change of -17,72% MRQ |
| Institutionelle aktier (lange) | 2.523.883 (ex 13D/G) - change of 0,24MM shares 10,64% MRQ |
| Institutionel værdi (lang) | $ 341.054 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Basic Materials ETF (US:IYM) har 185 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,523,883 aktier. Største aktionærer omfatter Citigroup Inc, Manufacturers Life Insurance Company, The, Green Harvest Asset Management LLC, Morgan Stanley, Bank Of America Corp /de/, Commerce Bank, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, and Northwestern Mutual Wealth Management Co .
iShares Trust - iShares U.S. Basic Materials ETF (ARCA:IYM) 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 149,79 / share. Previously, on September 13, 2024, the share price was 143,69 / share. This represents an increase of 4,25% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 4.108 | -2,72 | 575 | 1,05 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 6 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | American National Bank | 617 | 0,00 | 86 | 3,61 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11.683 | 1.636 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3.100 | 6,90 | 434 | 11,28 | |||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3.878 | -0,77 | 543 | 3,04 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 3.857 | -0,44 | 540 | 3,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37.185 | 17,39 | 5.206 | 21,92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.705 | -17,63 | 239 | -14,70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.773 | 11,63 | 388 | 16,17 | ||||
| 2025-07-28 | 13F | Essex LLC | 3.619 | 3,52 | 507 | 7,43 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4.910 | -77,48 | 687 | -76,62 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1.455 | -18,72 | 204 | -15,77 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3.147 | -17,68 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.593 | -1,74 | 363 | 2,25 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1.944 | 4,07 | 272 | 8,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5.325 | 0,72 | 746 | 4,63 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 100 | 0,00 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2.220 | 0,09 | 311 | 4,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20.500 | 4,72 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.918 | -0,38 | 549 | 3,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 159 | 0,00 | 22 | 4,76 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 2.450 | -4,26 | 351 | 2,03 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 160 | 0,00 | 22 | 4,76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.818 | 5,41 | 552 | 13,11 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4.770 | 0,00 | 668 | 3,89 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 27 | 0,00 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.199 | -7,70 | 168 | -4,57 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 42.570 | 28,89 | 5.960 | 33,87 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 28 | 21,74 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45 | 0,00 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3.595 | 0,00 | 503 | 3,93 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 200 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.465 | -9,06 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 225 | -16,73 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 1.635 | 0,37 | 229 | 4,11 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 316.252 | 44.278 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 625 | 0,00 | 88 | 3,57 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 115 | -14,18 | 16 | -11,11 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7.826 | 11,62 | 1.096 | 15,87 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 85 | 0,00 | 12 | 0,00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 2 | 100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.324 | -23,70 | 325 | -20,73 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 12.172 | -0,62 | 1.704 | 3,21 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 376 | 53 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.278 | 17,16 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 1.748 | -5,72 | 245 | -2,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.307 | -1,70 | 323 | 2,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.488 | -5,95 | 1.328 | -2,28 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 69.423 | -5,06 | 9.720 | -1,40 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 176 | 0,00 | 25 | 4,35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 420 | -3,23 | 59 | 3,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6.899 | -5,09 | 961 | -1,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30.479 | 0,41 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 8.021 | 0,35 | 1.123 | 4,18 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 271 | 442,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.948 | -9,72 | 553 | -6,28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 75 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2.109 | 295 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.443 | -3,86 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1.502 | 210 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 59 | 0,00 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 214 | 0,00 | 30 | 3,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.031 | 144 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 236 | 0,00 | 33 | 6,45 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.114 | -28,08 | 156 | -22,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 118 | 7,27 | 17 | 14,29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.830 | 37,08 | 550 | 54,93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 72 | -30,77 | 10 | -28,57 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 250 | 0,00 | 35 | 6,06 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3.500 | 0,00 | 490 | 4,03 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 1.000 | 11,11 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 457 | 0,00 | 64 | 3,28 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 4.526 | -13,08 | 634 | -9,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1.560 | 219 | ||||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 5.903 | 0,00 | 826 | 3,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15.740 | 9,21 | 2.204 | 13,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.264 | -27,31 | 177 | -24,79 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2.310 | 323 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.826 | -7,22 | 256 | -3,77 | ||||
| 2025-05-15 | 13F | EHP Funds Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 172 | 0,00 | 24 | 4,35 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5.006 | 0,02 | 701 | 3,86 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 115 | 16 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 130 | -23,53 | 18 | -18,18 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1.545 | -5,39 | 216 | -1,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 1.430 | 200 | ||||||
| 2025-04-11 | 13F | Davis Capital Management | 88 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 55 | 0,00 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1.442 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 673 | 0,00 | 94 | 4,44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18.195 | -18,45 | 2.548 | -15,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 239 | -15,55 | 33 | -13,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 79.373 | -7,08 | 11.113 | -3,49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 177 | 0,57 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 2.991 | 19,69 | 419 | 24,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.516 | 186,32 | 492 | 198,18 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 230 | 0,00 | 32 | 3,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.491 | -22,95 | 347 | -19,86 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 478 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1.872 | 262 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3.900 | 0,00 | 546 | 4,00 | |||
| 2025-07-29 | 13F | Private Trust Co Na | 70 | 0,00 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 404.744 | -10,60 | 56.668 | -7,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 18.307 | 6,24 | 2.563 | 10,38 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 83 | 0,00 | 12 | 22,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 100 | -93,05 | 14 | -92,47 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2.625 | 26,08 | 367 | 31,07 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3.015 | 0,00 | 422 | 3,94 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 1.587 | 0,00 | 222 | 4,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.631 | -2,03 | 1.769 | 1,73 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 27 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.355 | 0,00 | 750 | 3,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8.356 | -15,39 | 1.170 | -12,17 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1.768 | 0,00 | 248 | 3,78 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19.602 | 13.901,43 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Foguth Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 238.644 | -11,23 | 33.413 | -7,80 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 335 | -9,46 | 47 | -6,12 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 180 | 0,00 | 25 | 4,17 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1.300 | 5,26 | 182 | 9,64 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 3.659 | -0,14 | 512 | 3,85 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 200 | 28 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 89.015 | 6,04 | 12.463 | 10,14 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2.108 | 0,24 | 295 | 4,24 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 5.350 | 7,00 | 1 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 131.814 | 5,16 | 18.455 | 9,22 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16.692 | 1,24 | 2.337 | 5,18 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3.445 | -12,67 | 482 | -9,23 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 475 | 0,00 | 67 | 3,13 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4.680 | 4,25 | 655 | 8,26 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 25.400 | -23,26 | 3.556 | -20,29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.858 | 0,28 | 400 | 4,17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.451 | 203 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 598 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5.132 | 8,82 | 719 | 13,07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69.330 | -2,56 | 9.707 | 1,20 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 902 | -6,04 | 126 | -2,33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.563 | -0,74 | 359 | 2,87 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1.850 | 7,12 | 259 | 11,64 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 1.020 | 0,00 | 143 | 3,65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.863 | -29,67 | 261 | -27,17 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 2.579 | -4,69 | 361 | -0,82 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 180 | 0,00 | 25 | 4,17 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 410 | 0,00 | 57 | 3,64 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 10 | 1 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24.796 | 146,65 | 3.472 | 156,16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2.042 | -14,81 | 286 | -11,76 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 784 | 110 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 306.221 | 1,42 | 42.874 | 5,34 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 888 | -23,25 | 124 | -20,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 282 | 4.600,00 | 39 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 1.500 | 0,00 | 210 | 3,96 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.618 | 0,00 | 507 | 3,90 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1.000 | 0,00 | 140 | 4,48 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2.500 | 0,00 | 350 | 4,17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 130 | 0,00 | 18 | 5,88 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 123 | 0,00 | 17 | 6,25 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2.769 | -2,33 | 388 | 1,31 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 242 | 476,19 | 34 | 560,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1.600 | 0,00 | 224 | 4,19 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31.722 | 1.008,39 | 4.441 | 1.053,51 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 230 | 0,00 | 32 | 3,23 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 117 | 48,10 | 16 | 60,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.483 | 1,06 | 348 | 4,83 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 185 | 0,00 | 26 | 4,17 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 160 | 0,00 | 22 | 4,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8.325 | -1,15 | 1.166 | 2,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.807 | -4,38 | 1.513 | -0,66 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2.942 | -6,66 | 412 | -3,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 47.493 | -0,40 | 6.649 | 3,44 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 105 | 0,00 | 15 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 116.082 | -4,02 | 16.253 | -0,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.870 | 3,67 | 962 | 7,61 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 9.362 | -17,52 | 1.311 | -14,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.037 | -9,15 | 425 | -5,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.572 | -12,52 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7.750 | 297,64 | 1.148 | 353,75 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 490 | 0,00 | 69 | 3,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.436 | -35,66 | 201 | -25,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 2.736 | 0,00 | 383 | 4,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2.383 | 0,00 | 334 | 3,74 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1.435 | 201 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 350 | 0,00 | 49 | 4,26 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 2.263 | 9,01 | 317 | 13,26 |
