Grundlæggende statistik
| Institutionelle ejere | 169 total, 169 long only, 0 short only, 0 long/short - change of -3,43% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3288 % - change of -13,78% MRQ |
| Institutionelle aktier (lange) | 15.735.335 (ex 13D/G) - change of 1,05MM shares 7,14% MRQ |
| Institutionel værdi (lang) | $ 439.869 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - SPDR ICE Preferred Securities ETF (US:PSK) har 169 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 15,735,335 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Kingstone Capital Partners Texas, LLC, Morgan Stanley, Bank of New York Mellon Corp, Royal Bank Of Canada, State of Wisconsin - Board of Commissioners of Public Lands, CNO Financial Group, Inc., Envestnet Asset Management Inc, LPL Financial LLC, and Park Avenue Securities Llc .
SPDR Series Trust - SPDR ICE Preferred Securities ETF (ARCA:PSK) 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 33,46 / share. Previously, on September 16, 2024, the share price was 35,73 / share. This represents a decline of 6,35% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.530 | -37,55 | 207 | -38,76 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 19.036 | -96,97 | 605 | -97,03 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8.100 | 0,00 | 257 | -1,91 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 286.753 | -2,33 | 9.107 | -4,23 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1.203.024 | 41 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 24.739 | 3,23 | 1 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12.335 | -21,60 | 392 | -23,18 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9.825 | 1,35 | 312 | -0,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.168.821 | -14,40 | 37.122 | -16,07 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 | -50,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2.067 | -6,17 | 66 | -8,45 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 10.371 | 1,68 | 329 | -0,30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.142 | -36,72 | 68 | -37,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.224 | -5,37 | 198 | -7,51 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 30.754 | -9,31 | 977 | -11,11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 38.194 | 1,19 | 1.213 | -0,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 211.217 | -22,73 | 6.708 | -24,23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 840.093 | 0,00 | 26.681 | -1,94 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7.240 | 13,69 | 230 | 11,17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 398 | 5,01 | 13 | 0,00 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 128.189 | -3,65 | 4.071 | -5,52 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11.780 | 1,72 | 379 | 5,57 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 34.617 | -3,66 | 1.099 | -5,50 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 32.072 | -2,95 | 1.019 | -4,86 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 139 | -35,35 | 4 | -33,33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.298 | 0,00 | 76 | 1,35 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 56 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 103 | 0,00 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54.452 | -28,04 | 1.729 | -29,46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.649 | -52,17 | 815 | -53,14 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 153.924 | 6,55 | 4.889 | 4,47 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 57.970 | 0,00 | 1.841 | -1,92 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.045 | 97 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 62.116 | -3,91 | 2.012 | -5,68 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 37.951 | 1.205 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 198 | 0,00 | 6 | |||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 615 | 20 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 369.431 | -1,86 | 11.733 | -3,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 492 | 1,44 | 16 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17.789 | 22,08 | 565 | 19,75 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1.350 | 0,00 | 43 | -2,33 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 125.398 | -19,67 | 3.983 | -20,10 | ||||
| 2025-04-24 | 13F | Falcon Wealth Planning | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 57 | 0,00 | 2 | 0,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.747 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2.649 | -15,07 | 84 | -24,32 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.900 | 3,26 | 60 | 1,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.941 | 220 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22.216 | 45,96 | 706 | 43,00 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | BEAM Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.442 | -13,28 | 141 | -14,02 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 79 | -22,55 | 3 | -33,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66.099 | -20,06 | 2.099 | -21,62 | ||||
| 2025-05-13 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.158 | 0,00 | 37 | -2,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54.067 | 54,41 | 1.718 | 51,41 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22.898 | 4,60 | 727 | 2,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 84.149 | 8,32 | 2.673 | 6,20 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 162.972 | 5.176 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 83 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 464.183 | -0,28 | 15 | -6,67 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1.087 | 0,00 | 35 | -2,86 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 23.275 | 1,20 | 1 | |||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2.756 | 0,00 | 88 | -2,25 | ||||
| 2025-07-07 | 13F | Trust Co | 500 | 0,00 | 16 | -6,25 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4.489 | 143 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9.104 | 0,19 | 289 | -1,70 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 20.111 | -8,57 | 639 | -10,39 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 331.489 | 20,34 | 10.528 | 18,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 13.073 | 0,00 | 415 | -8,79 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7.875 | 0,00 | 250 | -1,96 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 146.118 | 4,45 | 4.641 | 2,41 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 15.965 | 0,00 | 1 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 8.507 | 11,63 | 270 | 9,76 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.966 | 0,00 | 62 | -1,59 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 112.599 | -4,29 | 3.576 | -6,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.185 | -4,45 | 355 | -6,58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 42.800 | 0,42 | 1.359 | -1,52 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 61.523 | 0,11 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 201.124 | 8,64 | 6.388 | 6,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 132,43 | 27 | 145,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.584 | -5,77 | 590 | -7,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45.259 | -24,84 | 1.437 | -26,31 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 1.620 | 0,00 | 51 | -1,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.893 | 18,69 | 505 | 16,40 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 108.397 | 234,10 | 3.443 | 227,81 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1.007 | 1,72 | 33 | 3,23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 300 | 0,00 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 14.306 | -10,39 | 454 | -12,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9.683 | 6,35 | 308 | 4,42 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 41.436 | -13,46 | 1.316 | -15,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116.753 | 31,59 | 3.723 | 29,06 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 485 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.742.070 | 81,86 | 55.328 | 78,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 19.646 | -13,91 | 624 | -15,70 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10.838 | 30,85 | 344 | 28,36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 280.403 | 32,24 | 8.906 | 29,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 161.023 | -1,21 | 5.114 | -3,13 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 6.693 | 0,00 | 213 | -1,85 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21.986 | 3,60 | 698 | 1,60 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 31.535 | 0,00 | 1.002 | -1,96 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11.653 | 0,21 | 370 | -1,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50.363 | 1.600 | ||||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 582.101 | 2,71 | 18.488 | 0,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.589 | -17,92 | 1 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17.639 | 35,08 | 560 | 32,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 7.500 | 22,95 | 238 | 20,81 | |||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.019 | 40,75 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 104.355 | -47,30 | 3.314 | -48,32 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18.075 | 12,79 | 579 | 11,37 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.414 | 0,00 | 45 | -2,22 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 59.989 | -2,97 | 1.905 | -4,85 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.094.854 | -1,41 | 34.773 | -3,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8.281 | -53,02 | 263 | -53,86 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6.968 | -1,37 | 221 | -3,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 284.976 | 3,04 | 9.051 | 1,04 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 187.190 | -30,24 | 5.945 | -31,59 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 23 | -28,12 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.299 | -4,34 | 41 | -4,65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2.000 | 0,00 | 64 | -1,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 56 | 366,67 | 2 | |||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40.050 | 1.272 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 450 | 0,00 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 110.432 | -5,22 | 3.507 | -7,05 | ||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24.323 | 64,92 | 772 | 61,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7.372 | 1,36 | 234 | -0,43 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16.010 | 4,27 | 508 | 2,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.650 | 24,07 | 370 | 21,71 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 21.028 | 9,34 | 668 | 7,23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75.966 | -4,64 | 2.437 | -5,58 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10.640 | -62,70 | 338 | -63,53 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18.194 | 1,93 | 578 | 2,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 98.114 | -3,64 | 3.116 | -5,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 496.300 | -11,50 | 15.762 | -13,22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11.185 | 14,69 | 355 | 12,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7.273 | 231 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 58.405 | -5,97 | 1.855 | -7,81 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.171 | 19,79 | 260 | 17,73 | ||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 10.000 | 0,00 | 318 | -1,86 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8.429 | -13,65 | 268 | -15,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 212.346 | -1,15 | 6.744 | -3,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9.455 | -5,13 | 300 | -6,83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.149 | 0,00 | 36 | -2,70 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 111.752 | -0,60 | 3.549 | -2,53 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 93.623 | -0,92 | 2.973 | -2,84 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 145 | 2,11 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 48.324 | -38,08 | 1.535 | -39,30 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 693 | 0,00 | 22 | 0,00 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 7.657 | 1,71 | 243 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.747 | 5,18 | 0 | |||||
| 2025-08-08 | 13F | CNO Financial Group, Inc. | 700.000 | 0,00 | 22.232 | -1,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305.707 | 7,55 | 9.709 | 5,45 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 485 | 0,00 | 15 | 0,00 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 1.424 | 0,00 | 45 | -2,17 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 23.449 | 0,01 | 745 | -1,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 932.939 | -5,44 | 29.630 | -7,28 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3.538 | 0,00 | 112 | -1,75 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 30.655 | -5,41 | 974 | -7,24 | ||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6.370 | -16,92 | 202 | -18,55 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.618 | -58,71 | 51 | -59,52 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 7.266 | 171,02 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 100 | 3 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6.746 | 0,69 | 214 | -1,38 | ||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 56.383 | 6,51 | 1.792 | 4,13 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 26.274 | -4,03 | 834 | -5,87 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12.701 | -28,26 | 403 | -29,67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 773 | 12,03 | 25 | 9,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.717 | 467 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 91 | 0,00 | 0 | |||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17.880 | -13,06 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.935 | 2,12 | 1 |
