Grundläggande statistik
| Institutionella ägare | 161 total, 161 long only, 0 short only, 0 long/short - change of 15,00% MRQ |
| Genomsnittlig portföljallokering | 0.3059 % - change of 211,07% MRQ |
| Institutionella aktier (lång) | 48 393 849 (ex 13D/G) - change of −0,99MM shares −2,00% MRQ |
| Institutionellt värde (lång) | $ 3 234 234 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF (US:BBEU) har 161 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 48,393,849 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Legacy CG, LLC, Flow Traders U.s. Llc, ELM - Elm Market Navigator ETF, Horizon Investments, LLC, Elm Partners Management LLC, Greenwood Capital Associates Llc, and HASAX - Horizon Active Asset Allocation Fund Advisor Class .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF (BATS:BBEU) 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 69,32 / share. Previously, on September 11, 2024, the share price was 60,69 / share. This represents an increase of 14,21% 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 | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 20 495 | −3,94 | 1 383 | 4,78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91 | 6 | ||||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 45 246 | 28,38 | 3 052 | 40,06 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 19 025 | −0,91 | 1 283 | 8,09 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7 249 | 0,00 | 489 | 9,15 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 97 | 110,87 | 7 | 200,00 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 3 649 | 0,00 | 246 | 9,33 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 000 | 67 | ||||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 361 113 | 290,95 | 24 361 | 326,55 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 96 | 6 | ||||||
| 2025-04-14 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 11 | 1 | ||||||
| 2025-07-16 | 13F | American National Bank | 144 | 0,00 | 10 | 12,50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4 648 | 1,91 | 314 | 10,99 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41 827 031 | −0,60 | 2 821 652 | 8,45 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 85 | 0,00 | 6 | 0,00 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 3 563 | 240 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 4 969 | 0,00 | 335 | 9,12 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 235 | −6,35 | 556 | 2,21 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 4 371 | −35,84 | 295 | −30,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 448 103 | 40,89 | 30 229 | 53,73 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 364 723 | 24 604 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 040 | −6,68 | 273 | 1,87 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 6 819 | 0,00 | 460 | 13,58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 89 966 | −0,88 | 6 069 | 8,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 | −96,23 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 151 236 | −7,56 | 10 194 | 0,60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 73 805 | 4 979 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 311 | 223 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 840 | 57 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 110 | −96,54 | 7 | −96,43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 463 | 99 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 518 | 0,00 | 102 | 9,68 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 812 | 0,00 | 257 | 9,36 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 497 | 0,00 | 34 | 10,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 143 | 10 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 354 | −89,66 | 24 | −89,10 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 100 | −60,77 | 479 | −57,28 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 10 642 | 0,00 | 718 | 8,97 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 649 | 0,00 | 111 | 9,90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 396 | −0,14 | 297 | 8,82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 200 | 354,80 | 1 093 | 396,36 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 471 | 32 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 33 167 | −8,14 | 2 237 | 0,22 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 154 | 0,00 | 10 | 11,11 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 322 112 | 47 130,50 | 21 604 | 51 338,10 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 6 969 | 0,00 | 470 | 9,30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 776 | 0,00 | 727 | 9,01 | ||||
| 2025-04-15 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 15 135 | −6,17 | 1 021 | 2,41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 041 | 5,42 | 745 | 14,99 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 125 | 8 | ||||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 375 | 0,00 | 767 | 9,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6 533 | 441 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34 079 | −97,90 | 2 299 | −97,71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 720 | 251 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 906 | 38,11 | 2 | 100,00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 954 | 1,64 | 306 | 13,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 505 | 196,86 | 2 532 | 224,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 214 994 | −5,60 | 14 503 | 3,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 32 507 | 0,00 | 2 193 | 9,11 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 34 593 | −0,35 | 2 334 | 8,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 199 | 13,71 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 720 | 19,44 | 116 | 30,34 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 614 | 18,73 | 244 | 29,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 127 | 1,60 | 9 | 14,29 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 4 356 | −14,86 | 294 | −7,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 123 | −89,78 | 346 | −88,86 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 71 | 1,43 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 424 | 5,74 | 29 | 16,67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49 238 | 0,00 | 3 322 | 9,10 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 64 | 4 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 464 | 0,26 | 0 | |||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 423 | 29 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 694 | 0,00 | 47 | 9,52 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 25 121 | 5,69 | 1 695 | 15,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 316 867 | 21 376 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 211 | 82 | ||||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 4 853 | 2,80 | 327 | 12,37 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6 433 | 434 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 019 | 271 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 241 | −0,22 | 219 | 9,00 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 80 | 0,00 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 9 021 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 | −65,81 | 3 | −71,43 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 57 337 | 3 846 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 974 | −0,47 | 808 | 8,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6 935 | 42,70 | 468 | 55,67 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 15 297 | 5,00 | 1 032 | 14,56 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 367 578 | 25 | ||||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 36 952 | 41,90 | 2 493 | 54,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 575 | 2,68 | 39 | 22,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51 666 | 355,65 | 3 485 | 397,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 605 503 | 67,95 | 40 847 | 83,24 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 737 | 13,96 | 1 601 | 24,40 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 26 202 | 13,81 | 1 768 | 24,17 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77 671 | −7,79 | 5 240 | 0,60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6 762 | 12,78 | 456 | 23,24 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 350 398 | 6,25 | 23 638 | 15,92 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 98 | 1,03 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 | 0,00 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 950 | 199 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 811 | −21,44 | 392 | −14,22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 403 | 3,95 | 702 | 13,43 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4 500 | 80,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19 876 | 1 341 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 101 | 38,91 | 412 | 51,66 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 387 904 | 384,19 | 26 168 | 428,33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 312 | 21 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 24 110 | 1,43 | 1 626 | 6,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 532 | 3,97 | 373 | 13,72 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 27 020 | 1 823 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 86 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 148 561 | 498,65 | 10 022 | 553,32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 655 | 0,00 | 112 | 8,82 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15 | 0 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8 395 | −3,85 | 566 | 5,01 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4 613 | 311 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 196 | 28,72 | 216 | 40,52 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 13 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2 731 | 0,00 | 184 | 9,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 200 235 | 86,66 | 13 508 | 103,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 152 | 7,04 | 10 | 25,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 10 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 20 735 | −2,68 | 1 399 | 6,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 317 | 5,04 | 3 462 | 14,60 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38 751 | −0,72 | 2 614 | 8,33 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 1 257 | 78 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 113 | 24,18 | 8 | 40,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 168 | −9,63 | 1 698 | −1,39 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 20 962 | −2,92 | 1 414 | 5,92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 251 | −6,12 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 799 | 0,00 | 235 | 11,43 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 44 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 364 316 | −2,59 | 24 577 | 6,28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 661 | 1 196,08 | 45 | 1 366,67 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 43 665 | 21,18 | 2 946 | 32,24 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3 600 | −17,03 | 243 | −9,70 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 41 072 | 151,08 | 2 771 | 173,99 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 492 | 0,00 | 33 | 10,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 241 629 | −1,43 | 16 300 | 7,55 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 32 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 916 | 0,00 | 62 | 8,93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 430 | 0,00 | 29 | 11,54 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 34 | −24,44 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 246 | 152 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12 219 | −9,95 | 824 | −1,79 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 595 | 0,00 | 108 | 9,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 526 | −8,64 | 305 | −0,33 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 20 481 | 51,67 | 1 382 | 65,59 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 339 | 293 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 160 | 0,00 | 78 | 9,86 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19 710 | 4,32 | 1 330 | 13,78 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 794 | 526 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 38 953 | 2 628 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 25 478 | 26,40 | 1 719 | 43,89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 140 | 0,00 | 77 | 20,63 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 | −96,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 107 035 | 7 221 |
