Grundlæggende statistik
| Institutionelle ejere | 182 total, 182 long only, 0 short only, 0 long/short - change of 5,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2604 % - change of -21,36% MRQ |
| Institutionelle aktier (lange) | 4.936.891 (ex 13D/G) - change of 0,65MM shares 15,25% MRQ |
| Institutionel værdi (lang) | $ 609.608 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (US:LGLV) har 182 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,936,891 aktier. Største aktionærer omfatter Cwm, Llc, Syntegra Private Wealth Group, LLC, Baltimore-Washington Financial Advisors, Inc., Gerber Kawasaki Wealth & Investment Management, LPL Financial LLC, Congress Wealth Management LLC / DE /, Jpmorgan Chase & Co, Morgan Stanley, DORVAL Corp, and State Street Corp .
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (ARCA:LGLV) 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 10, 2025 is 176,55 / share. Previously, on September 11, 2024, the share price was 166,38 / share. This represents an increase of 6,11% 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 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 18.958 | 0,00 | 3.310 | 0,33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.209 | -5,09 | 564 | -4,25 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 41 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 3.246 | 3,34 | 567 | 3,66 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6.183 | -0,48 | 1.080 | -0,19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.786 | -5,30 | 312 | -5,18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2.683 | -4,49 | 469 | -4,10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 90 | 16 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 57.768 | -35,15 | 10.087 | -34,95 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3.718 | -0,99 | 1 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 901 | -6,24 | 157 | -5,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 91 | 0,00 | 16 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.828 | -42,54 | 2 | -33,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1.703 | 0,00 | 297 | 0,34 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.751 | -41,97 | 830 | -41,78 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 1.665 | -3,42 | 289 | -4,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3.713 | 39,90 | 648 | 40,56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 530 | 0,00 | 93 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1.311 | 229 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10.760 | -65,02 | 1.879 | -64,92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1.341 | 0,00 | 234 | 0,43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 6.961 | -2,81 | 1.215 | -2,49 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 1.660 | -31,09 | 290 | -31,03 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6.062 | 0,00 | 1.058 | 0,28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.501 | -3,22 | 262 | -2,60 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 2.740 | 0,18 | 478 | 0,42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.270 | 3,79 | 1.444 | 4,18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5.970 | -2,56 | 1.042 | -2,25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2.254 | -19,64 | 394 | -15,12 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 1.734 | -2,42 | 306 | 3,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91.399 | 4,63 | 15.959 | 4,98 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.890 | -4,14 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 369 | 5,43 | 64 | 6,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1.379 | -5,87 | 241 | -5,51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2.261 | 0 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 3.044 | 0,00 | 532 | 0,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 311 | -1,27 | 54 | 0,00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 9.500 | -5,19 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 219 | 38 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1.227 | 0,00 | 214 | 0,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 175.531 | 148,74 | 30.649 | 149,56 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4.936 | -17,86 | 862 | -17,61 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7.210 | -2,96 | 1.251 | -3,33 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32.117 | 3,78 | 5.608 | 4,10 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 304 | 0,00 | 53 | 1,92 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 74.041 | 81,50 | 12.928 | 87,44 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 4.558 | -2,25 | 796 | -1,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10.089 | 19,47 | 1.762 | 19,88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 40 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.409 | 44,25 | 418 | 45,30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 17 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.380.611 | 69,48 | 241 | 70,92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 472 | -79,97 | 82 | -80,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.237 | 2,96 | 740 | 3,21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 67.466 | 3,39 | 11.780 | 3,73 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25.127 | -6,77 | 4.387 | -6,46 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15.834 | 4,38 | 2.765 | 4,70 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1.300 | 0,00 | 227 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 619 | 0,49 | 108 | 0,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 667 | -76,93 | 116 | -76,94 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5.166 | 0,00 | 902 | 0,33 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 430 | 2,63 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.537 | 0,23 | 1.141 | 0,53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1.330 | 232 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13.241 | 14,52 | 2.312 | 14,91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 5.256 | 918 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.442 | -66,37 | 252 | -66,35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2.350 | 410 | ||||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21.410 | 3.738 | ||||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 37.037 | 88,81 | 6.467 | 89,45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.710 | 822 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 60 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.353 | -4,31 | 411 | -3,98 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4.671 | -34,83 | 816 | -34,64 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11.309 | -22,23 | 1.975 | -21,98 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 10.813 | 0,30 | 1.888 | 0,64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.542 | 2,59 | 269 | 3,07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.067 | -0,74 | 186 | -0,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1.967 | -0,56 | 343 | -0,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.171 | -52,56 | 554 | -52,49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.518 | 8,48 | 614 | 8,87 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2.311 | 0,00 | 403 | 0,25 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7.168 | -8,66 | 1.252 | -8,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.186 | 0,09 | 382 | 0,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3.561 | -0,28 | 629 | 4,49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8.655 | -3,73 | 1.511 | -3,39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2.154 | 0,47 | 376 | 2,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.447 | -1,82 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2.400 | 0,00 | 419 | 0,48 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50.039 | 8.740 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1.362 | -3,75 | 238 | -3,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2.740 | -7,40 | 479 | -7,18 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 92.605 | 0,00 | 16.170 | 0,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13.564 | 8,24 | 2.368 | 8,62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2.812 | -10,62 | 491 | -10,24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 | 0,00 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10.139 | -8,15 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 97 | -17,80 | 17 | -20,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 160 | 0,00 | 28 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 | 56 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 698.710 | 8,15 | 122.002 | 8,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 73.961 | 76,78 | 12.914 | 77,37 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4.915 | -0,95 | 858 | -0,58 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1.912 | 54,32 | 334 | 54,88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27.248 | 468,38 | 4.623 | 454,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.639 | 0 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21.005 | 2,84 | 3.668 | 3,18 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 2.742 | 0,00 | 477 | 0,00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 6.445 | 1,72 | 1.125 | 2,09 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1.150 | 0,00 | 201 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 346 | 0,00 | 60 | 0,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 37 | -21,28 | 7 | -25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43 | 2,38 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1.155 | 0,00 | 202 | 0,50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26.132 | 12,29 | 4.563 | 12,64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1.621 | 283 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 5.155 | 106,61 | 900 | 107,37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.400 | 0,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28.001 | 37,27 | 4.890 | 37,71 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 60 | 10 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 4.960 | 866 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 8.967 | -4,59 | 1.566 | -4,28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 16 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 187 | 289,58 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1.603 | 0,50 | 280 | 0,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 128 | -5,19 | 22 | -4,35 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 42.893 | 7.490 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.855 | -1,28 | 673 | -0,88 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 114.883 | 2,61 | 20.060 | 2,50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1.438 | -6,32 | 251 | -5,99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 30.370 | 4,27 | 5.303 | 4,60 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11.617 | 2.028 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 259.539 | -0,60 | 45.318 | -0,28 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4.798 | 0,00 | 838 | 0,24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 408 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 294 | -23,24 | 51 | -22,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1.364 | 238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 168.069 | -0,08 | 29.347 | 0,25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2.719 | 0,00 | 475 | 0,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1.323 | 4,50 | 231 | 4,55 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2.186 | 0,09 | 382 | 0,26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 | -96,15 | 1 | -96,15 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 0,00 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2.531 | 442 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 279.627 | 1,46 | 48.826 | 1,79 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1.678 | 8,40 | 293 | 8,55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.360 | 0,00 | 412 | 0,49 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 33 | -42,11 | 6 | -44,44 | ||||
| 2025-08-14 | 13F | State Street Corp | 103.795 | 99,15 | 18.124 | 99,81 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7.219 | -2,97 | 1.261 | -2,63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21.295 | -22,48 | 3.747 | -21,65 | ||||
| 2025-04-15 | 13F | Eagle Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.054 | 0,00 | 184 | 0,55 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 12.094 | 0,40 | 2.112 | 0,72 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1.375 | 0,00 | 240 | 0,42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2.883 | 21,19 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 5.816 | -4,40 | 1.015 | -4,06 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1.175 | 0,51 | 205 | 0,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.558 | -3,94 | 1.145 | -3,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 36,92 | 15 | 36,36 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 252 | 0,80 | 44 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 195.209 | 15,43 | 34.085 | 15,81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 168 | 32,28 | 29 | 31,82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 306 | 0,00 | 53 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.739 | 61,83 | 1.526 | 62,41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3.786 | -2,12 | 661 | -1,78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13.755 | 55,02 | 2.402 | 55,51 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2.342 | 0,30 | 409 | 0,49 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1.400 | 0,00 | 244 | 0,41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4.796 | 0,99 | 837 | 1,33 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2.525 | 14,15 | 441 | 14,29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3.272 | 0,62 | 571 | 1,06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 378 | 0,00 | 66 | 1,54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.525 | 7,02 | 266 | 7,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31.507 | 0,83 | 5.501 | 1,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 187.919 | -9,05 | 32.813 | -8,76 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 64 | 0,00 | 11 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.531 | -2,99 | 617 | -2,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.375 | 49,62 | 240 | 50,94 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5.639 | 985 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 |
