Grundläggande statistik
| Institutionella ägare | 221 total, 217 long only, 0 short only, 4 long/short - change of 13,85% MRQ |
| Genomsnittlig portföljallokering | 0.1244 % - change of −21,71% MRQ |
| Institutionella aktier (lång) | 6 460 590 (ex 13D/G) - change of 0,57MM shares 9,69% MRQ |
| Institutionellt värde (lång) | $ 322 277 USD ($1000) |
Institutionellt ägande och aktieägare
Amplify ETF Trust - Amplify Transformational Data Sharing ETF (US:BLOK) har 221 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 6,460,590 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Commonwealth Equity Services, Llc, Wells Fargo & Company/mn, Gradient Investments LLC, Concurrent Investment Advisors, LLC, Mml Investors Services, Llc, Cetera Investment Advisers, Carter Financial Group, INC., and HighTower Advisors, LLC .
Amplify ETF Trust - Amplify Transformational Data Sharing ETF (ARCA:BLOK) 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 63,31 / share. Previously, on September 12, 2024, the share price was 35,00 / share. This represents an increase of 80,89% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 368 | 0,00 | 21 | 53,85 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4 000 | 228 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4 950 | 0,00 | 183 | −14,55 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 071 | 290 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 107 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 455 | 0,00 | 197 | 55,12 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 238 | −2,29 | 1 213 | 51,31 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 17 800 | 0,00 | 1 017 | 54,88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6 225 | −10,82 | 356 | 38,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 074 | 1 261 | ||||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 220 | 0,00 | 13 | 50,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 192 | 11 | ||||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 7 712 | 0,00 | 440 | 54,93 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 404 | 236 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 743 | −7,36 | 42 | 44,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 601 | 263 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22 028 | 36,40 | 1 258 | 111,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 417 245 | −2,17 | 24 | 53,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31 034 | 16,40 | 1 793 | 82,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 29 | −77,52 | 2 | −75,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 760 | 43 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 228 | 0,00 | 13 | 62,50 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11 971 | 17,50 | 712 | 83,51 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 398 | 16,58 | 137 | 81,33 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 143 | 0,00 | 8 | 33,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18 997 | 3,07 | 1 085 | 59,65 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Clg Llc | 21 862 | 1 249 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 924 | 13,24 | 110 | 75,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 17 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 200 | 0,00 | 11 | 57,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 | 0,00 | 17 | 54,55 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 13 176 | 752 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 018 | −11,96 | 287 | 36,19 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 11 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 206 | 15,03 | 183 | 79,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 287 | 0,00 | 16 | 60,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 891 | 451 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 332 | −4,17 | 419 | 48,23 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 221 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 5 015 | 286 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 10 684 | −10,14 | 610 | 39,27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 653 | 0,46 | 37 | 60,87 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 24 044 | 1 373 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 215 107 | 12 285 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 885 | 0,00 | 222 | 54,55 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 89 097 | 7,15 | 5 088 | 65,95 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 200 | 11 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 253 | 0,00 | 14 | 55,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 497 | −20,20 | 85 | 23,19 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 28 052 | −7,39 | 1 602 | 43,42 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 150 | −50,00 | 9 | −27,27 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 714 | 441 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 131 768 | −3,91 | 7 525 | 48,80 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 23 949 | −25,08 | 1 368 | 16,04 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 40 557 | 2 395 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 345 277 | 16,78 | 19 719 | 80,85 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 020 | −28,37 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 7 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 259 | 0 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 808 | 217 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 641 | 0,00 | 37 | 56,52 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 15 373 | 2,34 | 878 | 58,59 | ||||
| 2025-08-12 | 13F | Bokf, Na | 784 | 0,00 | 45 | 57,14 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 245 | 14 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 151 | −29,11 | 9 | 14,29 | ||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 | 10,00 | 1 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 31 186 | 1 781 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 32 | 2 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 233 | 13 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 100 | 6 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 20 330 | 0,99 | 1 161 | 56,47 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 42 000 | 140,96 | 2 399 | 273,52 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 782 | −6,36 | 1 301 | 23,90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 981 | 235 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 218 308 | 12,53 | 69 578 | 74,26 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 646 | 452 | ||||||
| 2025-05-14 | 13F | Peak6 Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 700 | −5,02 | 40 | 44,44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 707 | 0,00 | 40 | 53,85 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 8 350 | 477 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16 508 | 25,04 | 943 | 93,83 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 32 383 | −75,32 | 2 | −75,00 | ||||
| 2025-05-14 | 13F | Torno Capital, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 313 | 3,99 | 14 | 18,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 538 | −70,10 | 830 | −53,71 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 471 | 8,35 | 1 226 | 67,95 | ||||
| 2025-05-14 | 13F | Torno Capital, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Assetmark, Inc | 49 | −3,92 | 3 | 100,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 492 | 0,00 | 28 | 55,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 7 100 | 405 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 210 | 0,00 | 12 | 71,43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 5 600 | −42,27 | 320 | −10,64 | |||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34 629 | −75,86 | 1 978 | −62,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 23 560 | −0,32 | 1 346 | 54,42 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 47 281 | −1,28 | 2 700 | 52,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 122 | 23,96 | 864 | 92,20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 459 | −10,42 | 940 | 38,70 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 5 303 | 303 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 48 268 | 25,72 | 2 757 | 94,77 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 22 976 | 1 312 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 58 776 | 2,69 | 3 357 | 59,05 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 175 | 0,00 | 67 | 55,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 681 475 | 41,09 | 38 919 | 118,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 80 651 | −61,22 | 4 606 | −39,96 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 6 548 | −16,56 | 374 | 29,07 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 101 | 0,00 | 6 | 66,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 233 | 8,16 | 356 | 67,45 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 308 | 38,77 | 589 | 115,38 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 4 145 | 0 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 816 | −4,22 | 161 | 48,15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 899 | 0,00 | 337 | 54,84 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 808 | 30,55 | 674 | 102,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 41 500 | 8,92 | 2 370 | 68,68 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 24 600 | 48,19 | 1 405 | 129,41 | |||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 160 | −1,50 | 175 | 45,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 930 | 224 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 469 | 325,57 | 655 | 560,61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 62 549 | −1,02 | 3 572 | 53,24 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 622 | 36 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 831 | −53,05 | 105 | −29,73 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 573 | 509,57 | 33 | 966,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4 067 | 232 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 352 | −24,66 | 306 | 16,86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 061 | 99,13 | 118 | 207,89 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3 843 | 219 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 950 | 283 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 144 442 | −7,82 | 8 249 | 42,77 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5 804 | 331 | ||||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 21 038 | 168,41 | 1 201 | 315,57 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 869 | 278 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 90 | 0,00 | 5 | 66,67 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 290 | 0,00 | 17 | 60,00 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 4 650 | 266 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 909 | 0,00 | 166 | 44,35 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 4 685 | 268 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 878 | 279 | ||||||
| 2025-05-15 | 13F | Caption Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 600 | 206 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 10 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 121 | 0,00 | 7 | 50,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 38 473 | 10,64 | 2 197 | 71,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 96 548 | 208,49 | 5 514 | 377,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 24 522 | −3,26 | 1 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 6 | 66,67 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 229 | 0,00 | 184 | 54,62 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 183 646 | −4,56 | 10 | 42,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 095 | 35,14 | 520 | 109,27 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 453 | −2,46 | 540 | 50,98 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 350 | 0,00 | 20 | 58,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 126 | 7 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 10 036 | −33,35 | 573 | 3,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 318 | 1 046 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 422 | 24 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 420 | 0,00 | 24 | 53,33 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 6 764 | 9,93 | 386 | 70,80 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4 171 | 238 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 11 | 57,14 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 23 652 | −1,29 | 1 351 | 52,89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 53 258 | 731,64 | 3 042 | 1 188,56 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 665 | 13,22 | 528 | 90,25 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 590 | 0,00 | 91 | 55,17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 835 | −11,17 | 48 | 17,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 396 | −1,46 | 594 | 52,44 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 107 306 | 112,23 | 6 128 | 228,76 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 116 | 0,00 | 7 | 50,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 147 | 13,30 | 79 | −2,47 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 19 869 | 0,52 | 1 144 | 59,86 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 256 | 0,00 | 15 | 55,56 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 920 | 15,55 | 167 | 78,49 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 75 | 0,00 | 4 | 100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 60 | −53,85 | 3 | −25,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 55 813 | −8,17 | 3 187 | 42,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 091 | 234 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 40 | 0,00 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 117 | 346,37 | 1 492 | 593,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 682 | −2,98 | 667 | 50,23 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 158 | 294 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 907 | 280 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 41 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 781 | −90,05 | 330 | −84,59 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 203 | 0,00 | 12 | 57,14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 2 986 | −94,71 | 171 | −93,03 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 11 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 28 199 | −24,59 | 1 667 | 20,81 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 15 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Walleye Trading LLC | 5 371 | −33,45 | 307 | 3,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 200 | −79,56 | 297 | −68,44 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 18 200 | 116,67 | 1 039 | 236,25 | |||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 528 | 0,00 | 30 | 57,89 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 7 800 | 0,00 | 445 | 55,05 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 96 800 | 104,65 | 5 528 | 216,97 | |||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 359 | 135 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 10 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 442 | 0,00 | 25 | 56,25 | ||||
| 2025-08-07 | 13F | Nwam Llc | 83 803 | 0,81 | 4 786 | 56,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 623 | 0,00 | 36 | 59,09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 591 | −9,36 | 34 | 37,50 | ||||
| 2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6 831 | −6,62 | 390 | 44,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 765 | 101 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 900 | 0,00 | 337 | 54,84 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 25 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3 927 | 223 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 071 | 0,00 | 61 | 56,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 200 | 0,00 | 11 | 57,14 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 14 844 | −2,44 | 848 | 50,98 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 132 | 464 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 163 | −17,68 | 9 | 28,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 492 | 0,00 | 28 | 55,56 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 91 | 0,00 | 5 | 66,67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 200 | 11 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 133 423 | 6,93 | 7 620 | 65,59 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 3 795 | 217 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 533 | 0,00 | 30 | 57,89 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 94 | 193,75 | 5 | 400,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82 951 | 0,08 | 5 | 33,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 969 | 91,18 | 227 | 197,37 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 504 | 0,00 | 29 | 55,56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 139 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 30 801 | −4,44 | 1 759 | 48,06 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 21 500 | 1 228 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21 173 | −3,56 | 1 209 | 49,44 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 25 846 | 0,00 | 1 476 | 54,88 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 34 380 | −3,39 | 1 963 | 49,62 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gerber, Llc | 100 472 | −0,57 | 5 738 | 53,97 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5 563 | 318 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 61 353 | 9,82 | 3 504 | 70,05 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 134 156 | 431,21 | 7 662 | 787,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 356 951 | −3,16 | 20 385 | 49,97 | ||||
| 2025-05-15 | 13F | Caption Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67 056 | 4,89 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 146 | 94,67 | 8 | 300,00 | ||||
| 2025-07-16 | 13F | American National Bank | 0 | −100,00 | 0 |
