Grundlæggende statistik
| Institutionelle ejere | 265 total, 265 long only, 0 short only, 0 long/short - change of 7,29% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1081 % - change of -11,69% MRQ |
| Institutionelle aktier (lange) | 42.888.712 (ex 13D/G) - change of 0,65MM shares 1,53% MRQ |
| Institutionel værdi (lang) | $ 2.733.415 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Exponential Technologies ETF (US:XT) har 265 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 42,888,712 aktier. Største aktionærer omfatter Financial Engines Advisors L.L.C., LPL Financial LLC, Ameriprise Financial Inc, Baird Financial Group, Inc., Bank Of America Corp /de/, Morgan Stanley, Mirae Asset Global Investments Co., Ltd., UBS Group AG, Commonwealth Equity Services, Llc, and Wealthcare Advisory Partners LLC .
iShares Trust - iShares Exponential Technologies ETF (NasdaqGM:XT) 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 69,34 / share. Previously, on September 13, 2024, the share price was 58,66 / share. This represents an increase of 18,21% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Captrust Financial Advisors | 8.955 | -8,17 | 584 | 4,10 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 | 0,00 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 423 | 0,00 | 28 | 12,50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5.547 | 0,00 | 362 | 13,17 | ||||
| 2025-08-04 | 13F | Balentine LLC | 74 | 0,00 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 500 | 0,00 | 33 | 14,29 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.424 | 0,07 | 93 | 13,58 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 101 | 0,00 | 7 | 20,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3.236 | -21,91 | 211 | -11,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0,35 | 38 | 12,12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18.597 | 6,20 | 1.213 | 20,46 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.231 | -16,33 | 275 | -5,50 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7.676 | 30,41 | 501 | 48,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.133 | 0,80 | 270 | 13,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137.103 | -9,24 | 8.946 | 2,88 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29.790 | 5,78 | 1.952 | 38,96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11.013 | -0,73 | 719 | 12,54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.144 | 401 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4.207 | 0,02 | 275 | 13,22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20.508 | -53,59 | 1.338 | -47,38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 882 | 0,00 | 58 | 14,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5.058 | -5,05 | 330 | 7,84 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5.280 | 0,00 | 345 | 13,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3.969 | -2,41 | 259 | 10,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252.292 | 2,24 | 16 | 14,29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3.958 | 258 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 12.591 | -81,87 | 822 | -79,46 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46.844 | 99,97 | 3.057 | 126,71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6.206 | 2,56 | 405 | 16,09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 2.063 | -94,16 | 135 | -93,64 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6.810 | -19,16 | 444 | -8,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38.551 | -5,79 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1.637 | 0,00 | 107 | 12,77 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 30.441 | -1,96 | 1.986 | 11,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16.336 | -58,35 | 1.066 | -52,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 9.535 | 0,00 | 622 | 13,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 210 | 0,00 | 14 | 8,33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.503 | 163 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82.530 | -1,96 | 5.385 | 11,15 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15.374 | 0,00 | 1.003 | 13,46 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67.542 | 0,30 | 4.407 | 13,70 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 3.511 | 0,00 | 229 | 13,37 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 9.731 | 0,00 | 635 | 13,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 44.195 | -6,88 | 2.884 | 5,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50.722 | -68,33 | 3.310 | -64,11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 12.821 | -1,41 | 837 | 11,76 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 5.320 | -51,86 | 347 | -45,44 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.704 | 0,05 | 377 | 22,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7.037 | -2,07 | 459 | 11,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13.576 | -6,69 | 886 | 5,73 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8.883 | -2,10 | 511 | -9,24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 91.026 | -0,44 | 5.939 | 12,87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 12.025 | -40,00 | 785 | -32,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 160 | -4,19 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8.033 | 8,20 | 524 | 22,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.007 | -23,28 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21.738 | -2,38 | 1.418 | 10,69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4.389 | 0,14 | 286 | 13,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85.960 | 6,41 | 5.609 | 20,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 274.900 | -21,10 | 17.937 | -10,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.737 | 4,95 | 113 | 18,95 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202.875 | 189,95 | 13 | 225,00 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 860 | 0,00 | 56 | 14,29 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 180.879 | -13,67 | 11.802 | -2,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.155 | 75 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14.938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11.167 | 26,74 | 729 | 43,59 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 99.389 | -32,76 | 6 | -25,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268.020 | 856,53 | 17.488 | 977,51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 105.250 | -8,19 | 6.058 | -11,42 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11.151 | -13,69 | 728 | -2,15 | ||||
| 2025-08-11 | 13F | Eq Llc | 4.801 | -1,27 | 313 | 12,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.455 | -14,73 | 943 | -3,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39.698 | 10,16 | 2.590 | 24,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.307 | -16,71 | 412 | -5,52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11.780 | 0,00 | 769 | 13,27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 300 | 0,00 | 20 | 11,76 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5.351 | -96,44 | 349 | -95,97 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90.338 | 2,33 | 5.895 | 16,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173.122 | 0,56 | 11.296 | 14,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.987 | 0,00 | 130 | 13,16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.180 | 11,47 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20.887 | 39,25 | 1.363 | 57,82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195.373 | 5.483,68 | 12.748 | 6.242,29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.770 | -12,69 | 376 | -1,05 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 67.482 | -12,07 | 4.403 | -0,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22.427 | 0,13 | 1.463 | 13,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641.593 | 143,65 | 41.912 | 176,55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3.570 | 0,00 | 233 | 13,17 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18.480 | -3,89 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.461 | 226 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7.025 | -6,64 | 458 | 5,77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.007 | -2,44 | 327 | 10,51 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4.713 | 0,00 | 308 | 13,28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1.910 | -47,80 | 125 | -43,89 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 2.198 | 0,00 | 143 | 13,49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292.585 | 8,31 | 19.091 | 22,79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15.760 | -12,80 | 1.028 | -1,15 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9.760 | 637 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 26.193 | -7,60 | 1.709 | 4,78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 305 | 0,00 | 20 | 11,76 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16.524 | -8,24 | 1.078 | 4,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43.324 | -5,84 | 2.828 | 6,72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4.865 | -8,67 | 321 | 4,90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 229 | 0,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9.498 | -4,63 | 620 | 8,03 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 492 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 5.391 | -3,35 | 352 | 9,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9.344 | -41,04 | 610 | -33,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3.842 | 251 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5.478 | -37,09 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 4.023 | 263 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.122 | -50,21 | 204 | -43,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14.691 | 4,79 | 959 | 18,86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.720 | -8,12 | 308 | 4,07 | ||||
| 2025-04-14 | 13F | Compass Planning Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15.304 | -5,62 | 999 | 6,97 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.500 | 228 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 9.452 | -4,08 | 617 | 8,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21.743 | 8,03 | 1.419 | 22,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 42 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 189.514 | -6,30 | 12 | 9,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 686.674 | -5,62 | 44.806 | 6,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.258 | -2,59 | 147 | 6,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 209.967 | -0,40 | 13.700 | 12,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4.075 | -7,60 | 266 | 4,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.801 | -2,01 | 770 | 11,11 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 30.815 | -63,10 | 2.011 | -58,18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.551 | 61,06 | 754 | 82,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.342 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0,30 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 9.986 | -1,96 | 652 | 11,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16.871 | -9,51 | 1.101 | 2,52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 31.725 | -5,11 | 2.070 | 7,59 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.607 | -16,27 | 431 | -5,07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 200.335 | -0,06 | 13.360 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7.635 | 498 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9.559 | 0,05 | 624 | 13,27 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 8.221 | -0,65 | 536 | 12,61 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1.200 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 335 | 0,00 | 22 | 10,53 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3.470 | -66,56 | 226 | -62,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.118 | 203 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3.961 | 0,00 | 258 | 13,66 | ||||
| 2025-04-23 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19.020 | 1.241 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111.724 | 3,56 | 7.290 | 17,39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | -33,33 | 12 | -35,29 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4.095 | -22,59 | 267 | -12,17 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 300 | 0,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9.894 | 35,50 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.387 | 9,74 | 743 | 24,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34.614.440 | 0,90 | 2.258.592 | 14,38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.463 | 356 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4.253 | 0,00 | 278 | 13,52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 400 | 0,00 | 26 | 13,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133.813 | -1,08 | 8.731 | 12,14 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3.609 | 0,00 | 235 | 9,30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97.424 | 36,08 | 6.357 | 54,23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7.121 | 0,39 | 465 | 13,73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 322 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 11.181 | -0,82 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3.958 | -12,55 | 258 | -0,77 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8.034 | -1,92 | 524 | 11,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27.042 | -16,59 | 1.765 | -5,47 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.553 | 0,27 | 362 | 8,38 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9.412 | -1,34 | 614 | 11,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11.201 | 190,03 | 731 | 228,83 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3.092 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 762 | -95,46 | 50 | -94,92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.514 | 0,00 | 229 | 30,86 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 50 | 0,00 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 40.491 | -11,63 | 2.642 | 0,19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.657 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31.837 | -3,86 | 2.077 | 8,97 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9.502 | -1,30 | 620 | 11,73 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.967 | 0,66 | 455 | 14,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28.476 | -6,96 | 1.858 | 5,51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92.252 | 1,29 | 6.019 | 14,82 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41.696 | -9,66 | 2.722 | 2,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243.773 | 49,62 | 15.906 | 69,61 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 419 | 0,00 | 27 | 12,50 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99.102 | -5,84 | 6.466 | 6,73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 7.634 | 0,00 | 439 | -3,52 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17.435 | -6,48 | 1.138 | 5,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 98 | -83,99 | 6 | -82,86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11.283 | -39,22 | 736 | -31,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24.700 | -59,57 | 1.612 | -54,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3.636 | -0,36 | 237 | 12,86 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | -51,35 | 1 | -50,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16.495 | 0,89 | 1.076 | 14,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13.135 | 4,90 | 857 | 19,03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6.343 | -16,98 | 414 | -5,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 542 | -85,77 | 35 | -84,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 9.051 | 0,00 | 591 | 13,46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.724 | -3,80 | 712 | 10,92 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3.383 | 0,00 | 221 | 13,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5.266 | -6,50 | 344 | 5,86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 252 | 0,00 | 16 | 14,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73.378 | 3,52 | 4.788 | 17,36 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 4.310 | 0,00 | 281 | 13,31 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3.188 | 208 | ||||||
| 2025-07-25 | 13F | Check Capital Management Inc/ca | 8.800 | 0,00 | 574 | 13,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11.383 | -8,51 | 743 | 3,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 458 | -30,71 | 30 | -23,68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 118.612 | -1,23 | 8 | 16,67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 750 | -3,47 | 43 | -6,52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4.900 | 0,80 | 320 | 14,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7.564 | 0,40 | 494 | 13,86 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4.279 | 0,00 | 284 | 22,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8.618 | -1,77 | 562 | 11,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 263.326 | -0,67 | 17.182 | 12,61 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7.046 | -13,26 | 460 | -1,71 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 257 | 0,00 | 17 | 14,29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.051 | 263 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0,00 | 17 | 14,29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25.133 | 9,31 | 1.640 | 23,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.270 | 40,36 | 409 | 59,14 | ||||
| 2025-05-07 | 13F | Abbot Financial Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 108.171 | -3,13 | 7.058 | 9,82 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9.246 | 14,08 | 603 | 29,40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 360 | 0,00 | 23 | 15,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.558 | -1,08 | 102 | 12,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 47.574 | -1,80 | 3.104 | 11,33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 7.692 | -4,58 | 502 | 8,21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7.843 | -1,26 | 512 | 11,82 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 667 | 0,00 | 44 | 13,16 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19.308 | 0,57 | 1.260 | 13,94 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13.700 | -0,35 | 894 | 12,90 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 640 | 0,00 | 42 | 13,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90.384 | 9,96 | 5.898 | 24,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287.652 | -3,10 | 18.769 | 9,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56.506 | 15,43 | 3.672 | 29,52 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 3.445 | 0,00 | 225 | 13,13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.496 | 359 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3.588 | 0,00 | 234 | 13,59 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7.989 | -7,98 | 521 | 4,41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 20.483 | 0,00 | 1.337 | 13,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4.606 | -1,41 | 301 | 11,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.475 | 292 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 267 | -42,83 | 17 | -34,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 17 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 204 | -79,16 | 13 | -76,79 |
