Grundläggande statistik
| Institutionella ägare | 334 total, 332 long only, 0 short only, 2 long/short - change of 0,30% MRQ |
| Genomsnittlig portföljallokering | 0.3561 % - change of 3,90% MRQ |
| Institutionella aktier (lång) | 13 617 941 (ex 13D/G) - change of −0,86MM shares −5,94% MRQ |
| Institutionellt värde (lång) | $ 1 501 772 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (US:DXJ) har 334 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,617,941 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Liberty Mutual Group Asset Management Inc., Charles Schwab Investment Management Inc, LPL Financial LLC, Fmr Llc, Permanens Capital L.P., FILFX - Strategic Advisers International Fund, Raymond James Financial Inc, and UBS Group AG .
WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (ARCA:DXJ) 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 12, 2025 is 128,66 / share. Previously, on September 16, 2024, the share price was 101,42 / share. This represents an increase of 26,86% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 126 | 14 | ||||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 30 965 | 9,88 | 3 538 | 13,98 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 3 613 | 413 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 373 | 0,22 | 1 414 | 3,90 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 8 002 | −0,46 | 914 | 3,28 | ||||
| 2025-04-21 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 320 | 0,00 | 37 | 2,86 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 100 | 0,00 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 25 679 | 2,43 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Css Llc/il | 3 740 | 0,00 | 427 | 3,64 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 182 | 0,34 | 1 164 | 4,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 803 | 71,05 | 549 | 77,35 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8 865 | −54,04 | 1 013 | −52,38 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 43 | 4,88 | 5 | 0,00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 149 680 | −14,31 | 17 104 | −11,13 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 149 | −8,74 | 931 | −5,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26 368 | 1,43 | 3 013 | 5,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 23 813 | 48,98 | 2 721 | 54,51 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 368 | 129,21 | 613 | 137,60 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4 851 | 0,00 | 554 | 3,75 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 27 200 | −4,75 | 3 108 | −1,21 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 469 995 | 48,15 | 53 706 | 53,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 84 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 45 | 0,00 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 23 170 | −1,09 | 2 648 | 2,56 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18 674 | −1,80 | 2 134 | 1,81 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 1 975 | 0 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 23 983 | 2 741 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 300 | 0,00 | 149 | 3,50 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 100 | 0,00 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2 531 | −4,53 | 289 | −1,03 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 22 850 | −0,65 | 2 611 | 3,04 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 126 036 | −55,12 | 14 402 | −53,46 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 8 004 | 0,00 | 907 | 10,88 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 23 812 | 13,02 | 2 728 | 18,56 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 30 841 | 3 524 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 015 | 6,82 | 687 | 10,81 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 400 | 0,00 | 160 | 3,25 | ||||
| 2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 42 | 5 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 038 | 0,00 | 119 | 3,51 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 5 720 | −72,39 | 654 | −71,38 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 200 | 0,00 | 23 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 940 | 4,30 | 1 136 | 8,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 238 | 3,16 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 225 | 0,00 | 26 | 4,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 225 256 | −52,42 | 25 740 | −50,66 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | 0 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 500 | 0,00 | 286 | 3,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 326 244 | −10,22 | 151 550 | −6,89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 28 177 | 5,26 | 3 220 | 9,16 | ||||
| 2025-08-29 | NP | DFJ - WisdomTree Japan SmallCap Dividend Fund N/A | 9 310 | 145,91 | 1 064 | 154,92 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 710 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 232 | 0,43 | 27 | 4,00 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-15 | 13F | Keel Point, LLC | 5 134 | 0,00 | 587 | 3,72 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 3 049 | 1,16 | 348 | 4,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 544 | 7,11 | 2 | 0,00 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 706 | −80,66 | 309 | −79,95 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 11 698 | 100,00 | 1 337 | 107,45 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 52 | 8,33 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 237 | −4,58 | 1 398 | −0,99 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 15 989 | 34,67 | 1 847 | 40,35 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 456 | −0,95 | 966 | 2,77 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 1 966 | 0,00 | 225 | 3,70 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 2 000 | 229 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 24 405 | −0,09 | 2 789 | 3,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 275 156 | −15,05 | 259 982 | −11,89 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116 388 | 63,90 | 13 313 | 70,14 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 241 | 0,00 | 28 | 3,85 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 8 430 | 47,77 | 963 | 53,34 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 142 778 | 16 315 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 508 | 18,53 | 287 | 22,75 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 230 | 53,52 | 373 | 60,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 850 | 9,87 | 326 | 14,04 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 22 464 | 5,85 | 2 567 | 9,75 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 374 | 0,00 | 41 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6 700 | 1,52 | 766 | 5,23 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 237 | 33,90 | 27 | 42,11 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 231 | 26 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 125 | 22,29 | 586 | 26,90 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 186 | 21 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 16 415 | −1,87 | 1 876 | 1,74 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 133 | 0,00 | 15 | 7,14 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2 780 | 0,00 | 318 | 3,59 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 816 | 0,96 | 893 | 4,69 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 517 | 0,00 | 59 | 1,75 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 7 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 137 | 218,60 | 16 | 275,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 458 | 12,24 | 395 | 16,52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1 147 | 0,00 | 131 | 3,97 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 75 297 | 24,69 | 8 604 | 29,33 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 35 046 | 3,42 | 4 005 | 7,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 366 299 | −14,73 | 41 857 | −11,57 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 466 | −3,92 | 53 | 0,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 751 | 0,00 | 86 | 3,66 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 35 821 | −28,78 | 4 | −20,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 50 882 | 0,13 | 5 814 | 3,84 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 159 | 0,12 | 590 | 3,88 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46 490 | −2,81 | 5 312 | 0,80 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 5 978 | 2,75 | 683 | 6,56 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 1 779 | 0,00 | 196 | 0,00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 500 | 0,00 | 57 | 3,64 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 8 334 | 190,79 | 952 | 202,22 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 59 | 13,46 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 406 | 0,00 | 46 | 21,05 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 18 614 | 118,78 | 2 143 | 128,60 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 546 | 0,40 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 5 536 | 0,00 | 633 | 3,78 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2 927 | 0,00 | 334 | 3,73 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Scientech Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 231 | 15,50 | 26 | 18,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 418 | −61,81 | 619 | −60,40 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 9 257 | −4,73 | 1 064 | −0,19 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 545 | 179,90 | 3 | 200,00 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 2 153 | 0,00 | 237 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 9 986 | 3,07 | 1 141 | 6,94 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 34 166 | 60,45 | 3 904 | 66,41 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 203 | 5,91 | 252 | 9,61 | ||||
| 2025-08-12 | 13F | Unison Asset Management LLC | 4 200 | 0,00 | 480 | 3,68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 494 | 399 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 200 | 0,00 | 23 | 0,00 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 825 | 0,00 | 94 | 4,44 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 714 | −19,50 | 0 | |||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 12 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 17 | 2 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 509 | 1 544 | ||||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2 793 | −0,53 | 319 | 3,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 417 | −32,33 | 3 476 | −29,83 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 47 600 | 205,13 | 5 439 | 216,59 | |||
| 2025-08-14 | 13F | Cinctive Capital Management LP | 12 000 | 1 371 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28 200 | 7,63 | 3 222 | 11,64 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Allworth Financial LP | 624 | 26,32 | 71 | 36,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 712 | −11,20 | 881 | −7,85 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 31 047 | −86,18 | 3 548 | −85,67 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 40 377 | −8,05 | 4 614 | −4,65 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 35 111 | 7,14 | 3 982 | 11,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 157 | 0,64 | 18 | 0,00 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 3 477 | −14,86 | 397 | −11,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 11 761 | −4,57 | 1 344 | −1,03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 115 676 | 51,51 | 13 218 | 57,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 736 | 1,14 | 770 | 4,91 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 975 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 061 | −56,74 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 5 175 | −4,61 | 591 | −1,01 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 39 887 | 0,00 | 4 558 | 3,71 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 13 782 | −3,21 | 1 575 | 0,38 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 5 555 | −8,26 | 635 | −4,95 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 718 | −8,28 | 196 | −4,85 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5 726 | −82,67 | 654 | −82,03 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2 250 | 0,00 | 257 | 4,05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 82 049 | 2,57 | 9 376 | 6,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 96 | 11 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3 776 | −41,11 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 68 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 10 728 | −0,51 | 1 226 | 3,11 | ||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 422 523 | 2,73 | 48 282 | 6,54 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 6 977 | 0,00 | 842 | 11,97 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 812 | 0,98 | 436 | 4,82 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 1 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 516 | −10,65 | 1 316 | −7,39 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 950 | 0,00 | 109 | 3,85 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 54 852 | −4,12 | 6 219 | −1,33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 89 | −86,22 | 10 | −85,92 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1 809 | 207 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 101 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 298 913 | 3,53 | 34 157 | 7,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 255 253 | −11,98 | 29 168 | −8,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 819 | 0 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 5 620 | −21,22 | 642 | −18,32 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 362 | 6,66 | 384 | 10,66 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 2 636 | 0,00 | 290 | 0,00 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Auour Investments LLC | 1 919 | 219 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 686 | −8,29 | 78 | −4,88 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 193 | −4,79 | 136 | −1,45 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 11 963 | −18,03 | 1 367 | −14,99 | ||||
| 2025-05-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 34 399 | 40,00 | 3 975 | 45,89 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 682 | 1,01 | 764 | 4,81 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 243 | 0,00 | 28 | 3,85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 144 651 | 71,00 | 17 | 77,78 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 2 902 | −0,99 | 332 | 2,80 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 689 | −9,32 | 421 | −6,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 436 | 9,60 | 1 992 | 13,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 019 | 0,00 | 112 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 196 | 22 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 351 | −1,68 | 40 | 2,56 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 4 092 | −91,91 | 468 | −91,26 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 14 968 | −0,40 | 1 710 | 3,32 | ||||
| 2025-08-14 | 13F | Two Sigma Advisers, Lp | 9 700 | −23,62 | 1 108 | −20,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 391 | −32,47 | 45 | −30,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 230 | 1 251,52 | 255 | 1 311,11 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 517 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Circle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 323 | 0,00 | 380 | 3,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 73 299 | 0,03 | 8 376 | 3,74 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 515 | 1,69 | 516 | 5,32 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 2 900 | 0,00 | 331 | 3,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 80 421 | −14,40 | 9 190 | −11,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 38 882 | 106,89 | 4 443 | 114,64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 2 500 | −35,90 | 286 | −33,57 | |||
| 2025-08-04 | 13F | Spire Wealth Management | 210 | −93,25 | 24 | −93,27 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 98 554 | 11,62 | 11 262 | 15,76 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 130 461 | 3,37 | 14 908 | 7,21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 188 | 2,71 | 2 878 | 6,55 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 050 | 3,28 | 349 | 7,08 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 144 | 148,34 | 1 045 | 157,78 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 4 809 | 549 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 500 | 0,00 | 57 | 3,64 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8 460 | −11,07 | 967 | −7,82 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 11 361 | 1 298 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 85 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 135 | 7,14 | 15 | 15,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 126 | −33,89 | 472 | −31,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 067 | 28,68 | 2 864 | 33,46 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 143 359 | −28,14 | 16 564 | −25,12 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20 469 | 2,45 | 2 563 | 17,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 681 | −44,36 | 78 | −42,54 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 5 523 | 1,15 | 631 | 4,99 | ||||
| 2025-05-15 | 13F | Gotham Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 5 177 | 8,49 | 592 | 12,57 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 309 | 672,50 | 35 | 775,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 901 | 0,00 | 1 017 | 3,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 7 175 | 0,00 | 820 | 3,67 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 24 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 196 | 0,00 | 251 | 3,73 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35 239 | 17,09 | 4 027 | 21,45 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 500 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 242 | −30,06 | 28 | −28,95 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 589 | −50,61 | 524 | −48,78 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 33 672 | −7,21 | 3 848 | −3,78 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 35 759 | 8,13 | 4 086 | 12,16 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 955 | 9,36 | 2 052 | 13,44 | ||||
| 2025-07-28 | 13F | Liberty Mutual Group Asset Management Inc. | 941 000 | 34,67 | 107 528 | 39,67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 471 903 | −0,16 | 53 924 | 3,55 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 993 | 0,00 | 342 | 3,95 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2 375 | 271 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 056 | 0,15 | 463 | 3,81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 907 | 127,08 | 903 | 133,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 476 974 | −7,96 | 54 504 | −4,54 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 6 884 | −8,40 | 787 | −5,07 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 26 | 8,33 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 135 799 | −2,70 | 15 518 | 0,91 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 1 915 | −60,39 | 219 | −59,02 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 548 170 | −0,71 | 62 639 | 2,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 027 | 21,68 | 117 | 27,17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 43 230 | 4 940 | ||||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 210 | 0,00 | 24 | 0,00 | ||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 262 | −28,14 | 601 | −25,53 | ||||
| 2025-08-07 | 13F | S&co Inc | 20 000 | 0,00 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 647 | 2,05 | 74 | 5,80 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 31 | 4 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 666 | 0,00 | 533 | 3,70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 256 | 0,00 | 29 | 3,57 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 290 | 15,03 | 604 | 19,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 798 | −3,34 | 548 | 0,37 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 1 900 | 0,00 | 217 | 3,83 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 465 136 | 0,00 | 52 877 | 4,70 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 48 534 | −10,63 | 5 347 | −10,72 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 52 | −67,09 | 6 | −70,59 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4 318 | 0,00 | 493 | 3,79 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 83 901 | −4,86 | 9 587 | −1,33 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 13 097 | 167,45 | 1 | |||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 241 | 0,00 | 27 | 3,85 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 73 275 | 92,36 | 8 373 | 99,55 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 700 | 0,00 | 80 | 2,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 180 | −89,96 | 363 | −89,60 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 61 139 | −34,12 | 6 986 | −31,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 469 | 8,05 | 1 435 | 12,90 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3 047 | −3,97 | 348 | −0,29 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 519 | 7,58 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 22 837 | 2 610 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 240 | −92,86 | 20 | −94,54 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 3 448 | 0,00 | 394 | 3,96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 301 | 9,22 | 2 206 | 13,25 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11 406 | 2,66 | 1 303 | 6,46 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2 808 | −14,21 | 321 | −11,11 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 422 | 4,21 | 848 | 8,16 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 53 858 | 2,41 | 6 154 | 6,21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 163 | −3,05 | 1 047 | 0,58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 102 | 12 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 104 870 | −4,64 | 11 964 | −1,26 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1 610 | 0,00 | 184 | 3,39 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 600 | −36,84 | 411 | −34,55 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7 500 | −30,56 | 857 | −27,92 | |||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 244 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 967 | −0,15 | 453 | 3,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 651 | −26,16 | 4 188 | −23,41 | ||||
| 2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 221 | −19,64 | 25 | −16,67 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 15 400 | −9,94 | 1 760 | −6,63 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 027 | 232 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13 521 | −31,82 | 1 545 | −29,26 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 17 892 | 153,82 | 2 045 | 163,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 712 | 3,60 | 424 | 7,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 734 | −2,67 | 5 226 | 0,95 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 4 878 | 0,00 | 557 | 3,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 192 793 | 24,52 | 22 029 | 29,13 | ||||
| 2025-05-14 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 177 | 0,57 | 20 | 5,26 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 2 190 | −96,60 | 241 | −96,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 737 | −73,09 | 545 | −71,89 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 146 849 | 7,26 | 16 780 | 11,13 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 253 | 78,00 | 2 543 | 84,60 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 44 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11 515 | 6,52 | 1 316 | 10,41 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 12 506 | 2,96 | 1 429 | 6,80 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 074 | −84,07 | 123 | −83,56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 21 263 | −30,74 | 2 430 | −28,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 445 | −46,62 | 394 | −44,73 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 500 | 0,00 | 57 | 3,64 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 3 304 | −10,48 | 378 | −7,14 | ||||
| 2025-08-12 | 13F | Agur Provident & Training Funds Management Ltd | 55 500 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 553 | 175,12 | 63 | 186,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50 685 | −9,15 | 5 792 | −5,79 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 69 955 | −0,07 | 7 994 | 3,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 130 316 | 131,40 | 14 891 | 140,02 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 823 | 1,65 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 32 745 | −3,60 | 3 742 | −0,03 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 18 422 | 2 105 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 489 | −8,95 | 513 | −5,71 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 212 | −7,02 | 253 | −3,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 097 | 0,10 | 240 | 3,91 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 5 275 | −30,95 | 603 | −28,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 177 791 | −15,29 | 20 316 | −12,14 | ||||
| 2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 22 015 | 2 516 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12 688 | 0,28 | 1 450 | 3,95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 59 218 | −12,95 | 6 767 | −9,73 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 264 | −1,49 | 2 659 | 2,19 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 85 078 | 1,03 | 10 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 158 | 7 800,00 | 18 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 610 | 70 | ||||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 9 586 | 0,00 | 1 095 | 3,69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 121 433 | 550,52 | 13 876 | 574,90 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 3 118 | 6,85 | 357 | 21,43 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 680 | 78 | ||||||
| 2025-05-08 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 589 | 0,00 | 410 | 3,80 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 700 | 0,00 | 80 | 2,60 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 400 | −30,07 | 46 | −25,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 13 842 | −24,99 | 1 582 | −22,23 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 140 | 0 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 7 | 133,33 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 976 | −12,19 | 797 | −8,91 |
