Grundläggande statistik
| Institutionella ägare | 220 total, 220 long only, 0 short only, 0 long/short - change of 15,10% MRQ |
| Genomsnittlig portföljallokering | 0.1133 % - change of −12,54% MRQ |
| Institutionella aktier (lång) | 84 498 399 (ex 13D/G) - change of −0,11MM shares −0,13% MRQ |
| Institutionellt värde (lång) | $ 6 727 298 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF (US:BBCA) har 220 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 84,498,399 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Municipal Employees' Retirement System of Michigan, Victory Capital Management Inc, Assetmark, Inc, Mirae Asset Global Investments Co., Ltd., Envestnet Asset Management Inc, USCRX - Cornerstone Moderately Aggressive Fund, HighTower Advisors, LLC, RiverFront Investment Group, LLC, and Elm Partners Management LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF (BATS:BBCA) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 86,49 / share. Previously, on September 12, 2024, the share price was 70,84 / share. This represents an increase of 22,09% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Argent Trust Co | 8 433 | −7,27 | 681 | 4,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 807 | −30,63 | 1 114 | −21,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 | 1 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25 | 0,00 | 2 | 100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 3 518 | 284 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6 582 | 0,00 | 531 | 12,74 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 100 | 0,00 | 169 | 12,67 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 261 996 | −4,66 | 21 143 | 7,53 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 43 448 | −0,28 | 3 506 | 12,44 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 308 | 321,92 | 25 | 380,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 889 | −12,09 | 314 | −0,95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 284 | −17,44 | 23 | −8,33 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 166 | 0,00 | 13 | 18,18 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 576 | −65,57 | 46 | −61,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 76 226 040 | −0,24 | 6 151 441 | 12,51 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 103 | 0,00 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 396 | 32 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 248 | 0,00 | 20 | 17,65 | ||||
| 2025-07-16 | 13F | American National Bank | 85 | 0,00 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 29 903 | −42,12 | 2 413 | −34,73 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 3 487 | 0,00 | 281 | 12,85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 131 | 138,18 | 11 | 233,33 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 81 304 | −2,83 | 6 561 | 9,59 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 170 | 14 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 165 | 255 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 24 873 | 2 007 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 1 | ||||||
| 2025-04-14 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 989 | −46,81 | 241 | −40,05 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 576 | 289 | ||||||
| 2025-04-30 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 41 | −37,88 | 3 | −25,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 928 | −7,97 | 963 | 3,78 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 565 | 46 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 89 353 | −32,90 | 7 211 | −24,34 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 5 225 | −4,06 | 374 | −2,86 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 6 959 | 0,00 | 562 | 20,91 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 421 | 33 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 199 | 16 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 381 257 | −36,80 | 30 768 | −28,72 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 10 666 | 0,10 | 861 | 12,86 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 126 313 | 0,71 | 10 193 | 13,57 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 580 | 47 | ||||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 2 599 | 210 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 060 | 34,25 | 408 | 50,00 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 340 | 27 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 839 | 0,00 | 68 | 11,67 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 157 067 | 12 675 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 1 832 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 633 | 1 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 529 331 | −28,86 | 42 717 | −19,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 492 | 0,00 | 40 | 11,43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 061 | 166 | ||||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 25 995 | −8,84 | 2 047 | −1,16 | ||||
| 2025-05-07 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Granite FO LLC | 10 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 90 518 | 3,44 | 7 305 | 16,64 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 144 | −6,18 | 334 | 5,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 63 749 | 1,19 | 5 145 | 14,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 144 | 296,95 | 3 146 | 304,37 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 152 | 0,00 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 784 | −56,95 | 63 | −51,54 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 126 | 0,80 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 373 | 111 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 506 | 202 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 117 998 | 9 522 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 88 | 486,67 | 7 | 600,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 335 | −19,07 | 2 448 | −8,72 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 8 566 | 0,00 | 691 | 12,91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 766 | 143 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 13 208 | −1,12 | 1 066 | 11,52 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 378 | 434 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 499 | −68,51 | 524 | −64,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2 668 | 215 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 818 | −15,96 | 712 | −5,20 | ||||
| 2025-04-24 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 729 | 785 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 126 | 0,00 | 10 | 11,11 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3 132 | 0,00 | 253 | 12,50 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7 000 | 0,00 | 565 | 12,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 430 | 9,45 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 98 483 | 3,09 | 7 948 | 16,27 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 839 | 20,46 | 391 | 36,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 726 | 2,58 | 785 | 15,63 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 781 | 36,33 | 386 | 54,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 811 | −5,34 | 1 922 | 6,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 538 | −10,38 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 832 | −7,05 | 148 | 4,26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 597 | 290 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 12 | 1 | ||||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 5 735 | −57,68 | 463 | −52,32 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 10 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 260 | 102 | ||||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 3 951 | −9,11 | 319 | 2,25 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 061 | 0,00 | 489 | 12,93 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 11 188 | −13,69 | 903 | −2,70 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 486 115 | 12,87 | 39 229 | 27,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 925 | −8,30 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 702 | 25,58 | 57 | 36,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 770 | 3 936 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 153 | −4,38 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 18 336 | −0,94 | 1 480 | 11,95 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 152 | 12 | ||||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 448 427 | −14,39 | 35 314 | −7,21 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 162 | 0,00 | 13 | 18,18 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 358 | −0,37 | 352 | 12,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 299 | 208,62 | 428 | 250,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 8 635 | 7 970,09 | 0 | −100,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 130 | 0,00 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 771 | −40,20 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 | −66,67 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 104 862 | −34,00 | 8 461 | −25,58 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 465 | 38 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 3 364 | 0,00 | 271 | 12,92 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 3 042 | −18,40 | 245 | −1,61 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 737 | −23,61 | 382 | −13,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 241 | 4,98 | 1 472 | 18,42 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 659 | 0,49 | 618 | 13,39 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 42 123 | −45,00 | 3 | −40,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 8 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 622 | −62,48 | 50 | −57,63 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 601 | 57,89 | 371 | 78,37 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 7 091 | 572 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 35 311 | 3 | ||||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 28 104 | −1,47 | 2 268 | 11,12 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 551 | −40,94 | 44 | −33,33 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 4 168 | 0,00 | 336 | 12,75 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 478 | −12,28 | 442 | −0,90 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 71 548 | −20,63 | 5 634 | −13,97 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 271 | 0,00 | 22 | 10,53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 98 658 | 2,43 | 7 962 | 15,51 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 3 639 | 0,00 | 294 | 12,69 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 15 303 | 0,07 | 1 235 | 12,80 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 | 0,00 | 2 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 46 578 | 2,30 | 3 759 | 15,35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 389 704 | −14,46 | 31 449 | −3,53 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 120 | 0,00 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 70 | 6 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 118 | −45,92 | 252 | −39,08 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72 | 6 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 810 | 0,00 | 307 | 12,87 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5 872 | 2,86 | 474 | 15,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40 | −48,05 | 3 | −40,00 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 948 | 47,35 | 641 | 66,49 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 300 | 160,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 81 | 7 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 70 | −26,32 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 104 043 | −47,36 | 8 396 | −40,63 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 776 | 0,00 | 64 | 14,55 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 15 749 | 5,99 | 1 271 | 19,47 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 37 | −61,86 | 3 | −66,67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 205 | −14,58 | 17 | −5,88 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 55 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 184 617 | 8,31 | 14 899 | 22,13 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 057 | −1,77 | 731 | 10,77 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 31 051 | −0,46 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 662 | 53 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9 746 | −75,24 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 12 | 1 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 12 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 883 | 0,00 | 71 | 12,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 347 | 10,53 | 351 | 24,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 960 | 0,00 | 158 | 12,86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38 680 | 5,44 | 3 121 | 18,90 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 320 | 0,00 | 238 | 1,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 21 083 | −8,35 | 1 701 | 3,34 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 188 | 0,00 | 15 | 15,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 151 322 | −14,47 | 12 212 | −3,55 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 91 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 687 190 | 326,23 | 55 456 | 380,68 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-28 | NP | ICCIX - Dynamic International Opportunity Fund Class I | 5 735 | −57,68 | 463 | −52,32 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 162 112 | −11,15 | 12 766 | −3,69 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 81 | 0,00 | 7 | 20,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 | 1 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 390 | 0,00 | 31 | 14,81 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 197 | 0,00 | 419 | 12,94 | ||||
| 2025-08-07 | 13F | Laffer Investments | 3 027 | 244 | ||||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 233 470 | −27,88 | 18 841 | −18,66 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 653 | 53 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 77 | 6 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 29 | −27,50 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 66 647 | −29,11 | 5 378 | −20,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 465 339 | −38,08 | 37 551 | −30,18 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 77 856 | 5,10 | 6 283 | 18,51 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 88 | 486,67 | 7 | 600,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 196 | 0,00 | 16 | 7,14 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 940 556 | 76 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 939 | −3,22 | 310 | 5,80 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 136 | −20,45 | 414 | −10,39 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 38 325 | −65,62 | 3 093 | −61,24 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 340 | −90,18 | 24 | −90,16 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 8 085 | −21,30 | 652 | −11,29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24 613 | 183,63 | 1 986 | 220,32 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5 719 | −21,23 | 462 | −11,18 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 4 990 | −21,12 | 0 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 6 381 | 1,21 | 515 | 13,97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 180 | −1,80 | 660 | 10,74 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 224 | −27,27 | 18 | −18,18 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 180 | −33,78 | 585 | −24,65 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 4 325 | 0,00 | 349 | 12,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 | −91,67 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 688 | 199,68 | 459 | 240,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 38 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 875 | −22,48 | 1 443 | −12,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 146 272 | −70,67 | 11 804 | −66,92 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 74 140 | 0,00 | 5 983 | 12,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 82 595 | 1 245,20 | 6 665 | 1 418,22 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 56 | 4 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 026 | 325 | ||||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 269 | −5,53 | 667 | 6,55 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 68 | 0,00 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 541 | 9,29 | 44 | 22,86 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 168 | 0,00 | 14 | 8,33 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 358 | 0,00 | 110 | 14,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 134 189 | 28,65 | 10 829 | 45,08 |
Other Listings
| MX:BBCA |
