Grundläggande statistik
Institutionella ägare | 315 total, 315 long only, 0 short only, 0 long/short - change of 5,00% MRQ |
Genomsnittlig portföljallokering | 0.2853 % - change of 20,02% MRQ |
Institutionella aktier (lång) | 11 061 443 (ex 13D/G) - change of 0,30MM shares 2,81% MRQ |
Institutionellt värde (lång) | $ 1 447 511 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (US:GRID) har 315 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 11,061,443 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Traphagen Investment Advisors Llc, Raymond James Financial Inc, Ameriprise Financial Inc, Gitterman Wealth Management, LLC, and Arlington Financial Advisors, LLC .
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NasdaqGM:GRID) 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 9, 2025 is 144,32 / share. Previously, on September 10, 2024, the share price was 117,50 / share. This represents an increase of 22,83% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Meitav Dash Investments Ltd | 197 002 | 0,00 | 27 387 | 22,89 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29 626 | 9,66 | 4 119 | 34,75 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 12 475 | −5,74 | 2 | 0,00 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 529 | 13,97 | 352 | 39,84 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 604 | −11,64 | 375 | 13,29 | ||||
2025-08-05 | 13F | Tsfg, Llc | 45 | 2,27 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 895 102 | 15,81 | 124 437 | 42,31 | ||||
2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 26 540 | 14,27 | 1 815 | 19,66 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 438 | 0,00 | 61 | 22,45 | ||||
2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180 574 | 2,02 | 25 | 25,00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 1 944 | −4,42 | 270 | 17,39 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 423 | 19,82 | 1 727 | 47,35 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 104 | 0,00 | 153 | 23,39 | ||||
2025-08-14 | 13F | Dagco, Inc. | 352 | 49 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 200 | 0,00 | 28 | 22,73 | ||||
2025-08-08 | 13F | Share Andrew L. | 2 490 | 0,00 | 346 | 23,13 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 803 | −27,40 | 112 | −15,27 | ||||
2025-08-11 | 13F | Citigroup Inc | 81 236 | 1,65 | 11 293 | 24,91 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 242 | 2,69 | 590 | 26,12 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 513 737 | 6,52 | 210 440 | 30,90 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 21 009 | 3,74 | 2 921 | 27,46 | ||||
2025-05-13 | 13F | Prudential Plc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-08 | 13F | 360 Financial, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 865 | −3,35 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 19 277 | −41,98 | 2 680 | −28,71 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 163 | −1,94 | 1 552 | 20,51 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11 775 | −37,66 | 1 637 | −23,41 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 57 502 | 4,43 | 7 994 | 28,32 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 4 974 | 4,36 | 692 | 28,20 | ||||
2025-07-23 | 13F | Waycross Investment Management Co | 2 605 | 362 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 43 963 | 3,98 | 6 | 50,00 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 354 | 27,87 | 466 | 55,85 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 66 115 | 2,63 | 9 191 | 26,13 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 10 335 | 1 437 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 107 | −7,98 | 571 | 13,10 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 4 675 | 152,84 | 650 | 210,53 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 15 156 | −6,69 | 2 107 | 14,64 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 433 | 477 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20 381 | 1 385,50 | 2 833 | 1 727,74 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7 777 | 24,29 | 1 081 | 52,90 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 9 345 | −5,10 | 1 033 | −12,17 | ||||
2025-08-14 | 13F | Mariner, LLC | 9 192 | −6,65 | 1 278 | 14,73 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4 326 | 18,36 | 601 | 45,52 | ||||
2025-08-12 | 13F | Main Management LLC | 486 | 0,62 | 0 | |||||
2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 77 | 11 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 63 | 0,00 | 9 | 14,29 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 100 | 292 | |||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 22 | 4,76 | 3 | 50,00 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rathbone Brothers plc | 17 262 | 0,42 | 2 400 | 23,41 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 296 | 0,34 | 41 | 24,24 | ||||
2025-08-13 | 13F | Keystone Financial Group | 3 443 | 26,49 | 479 | 55,70 | ||||
2025-08-14 | 13F | Comerica Bank | 8 267 | −1,89 | 1 149 | 20,57 | ||||
2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 195 | −40,00 | 22 | −42,11 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 633 | 9,73 | 505 | 35,03 | ||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 3 748 | 521 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 851 | 0,00 | 257 | 22,97 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 683 | −5,93 | 234 | 15,84 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88 166 | 15,66 | 12 220 | 41,66 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 2 739 | 13,94 | 381 | 40,22 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 2 458 | −3,80 | 342 | 17,99 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 768 | 1 219 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 | −98,81 | 0 | −100,00 | ||||
2025-08-04 | 13F | One Day In July LLC | 1 561 | 217 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 3 293 | 0,00 | 458 | 22,85 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 49 | 0,00 | 7 | 20,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 212 | 0,95 | 29 | 26,09 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 32 | 0,00 | 4 | 33,33 | ||||
2025-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 30 000 | −63,41 | 4 171 | −55,05 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0,00 | 6 | 25,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 025 | 53,95 | 2 228 | 87,46 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 337 | 0,00 | 603 | 22,86 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 4 799 | 667 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 767 | −1,07 | 941 | 21,60 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 600 | 222 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 14 375 | 5 283,90 | 1 998 | 6 560,00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 12 234 | 5,64 | 1 701 | 29,77 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 3 464 | 8,05 | 482 | 32,87 | ||||
2025-08-14 | 13F | Fmr Llc | 2 663 | −26,98 | 371 | −10,19 | ||||
2025-08-14 | 13F | Sentinus, LLC | 5 195 | −7,84 | 722 | 13,34 | ||||
2025-08-01 | 13F | Motco | 114 | 0,00 | 16 | 33,33 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 2 493 | 0,00 | 356 | 19,13 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5 438 | −0,11 | 756 | 22,93 | ||||
2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dudley & Shanley, Inc. | 46 900 | 0,00 | 6 520 | 22,90 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 6 651 | 2,91 | 925 | 26,40 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 175 | 0,26 | 163 | 23,48 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 44 | 0,00 | 6 | 50,00 | ||||
2025-04-30 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 1 465 | 204 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 195 | 3,37 | 2 390 | 27,06 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 1 489 | 207 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 19 | 3 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 42 405 | 17,98 | 5 895 | 44,98 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 174 | 0,00 | 163 | 23,48 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 29 532 | 63,37 | 4 106 | 100,73 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 3 242 | 10,27 | 461 | 38,86 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 40 | 2,56 | 6 | 25,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 252 | 22,53 | 1 425 | 50,63 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 1 554 | 216 | ||||||
2025-08-12 | 13F | Ci Investments Inc. | 2 977 | −16,77 | 0 | |||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 8 638 | 0,34 | 1 201 | 23,33 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 27 102 | −3,10 | 3 768 | 19,06 | ||||
2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27 102 | 3 768 | ||||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 14 696 | 68,17 | 2 043 | 106,78 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 1 | 0 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5 445 | 7,59 | 757 | 32,17 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 10 714 | −3,76 | 1 489 | 18,27 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 88 243 | 7,23 | 12 268 | 31,78 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 568 | −0,89 | 357 | 21,84 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6 172 | 0,03 | 858 | 23,10 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 123 717 | 2,26 | 17 199 | 25,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 615 | −23,64 | 225 | −11,11 | ||||
2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 50 | −88,84 | 7 | −88,00 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 8 | 0,00 | 1 | |||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 48 910 | 1 437,08 | 6 799 | 1 793,87 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 048 | 0,00 | 146 | 22,88 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 1 724 | −20,95 | 240 | −2,85 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 3 269 | 25,59 | 454 | 54,42 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 12 030 | 6,81 | 1 672 | 31,24 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 5 055 | 2,87 | 1 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89 402 | 0,86 | 12 | 20,00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 289 | 67,81 | 457 | 106,79 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 9 918 | 79,93 | 1 379 | 121,19 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 582 | 2,73 | 220 | 25,86 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 7 524 | 95,63 | 1 042 | 133,93 | ||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 37 976 | 0,00 | 5 314 | 23,78 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3 747 | 45,40 | 521 | 67,20 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 164 | −1,56 | 579 | 20,92 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 1 584 | 220 | ||||||
2025-07-07 | 13F | Roxbury Financial LLC | 55 | −65,62 | 8 | −61,11 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 20 048 | 40,55 | 2 787 | 72,72 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 15 075 | 1,57 | 2 096 | 24,78 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 3 720 | −4,96 | 517 | 16,97 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 229 685 | 3,47 | 31 931 | 27,15 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 397 | 33,67 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 1 574 | −22,84 | 219 | −5,22 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1 567 | 218 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 126 653 | −3,85 | 17 607 | 18,16 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 733 | 0,00 | 102 | 23,17 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 753 | −7,20 | 244 | 14,08 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 12 385 | 1 722 | ||||||
2025-08-12 | 13F | Close Asset Management Ltd | 1 187 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 550 | −28,29 | 77 | −14,61 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4 768 | −0,17 | 663 | 22,59 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 1 895 | 0 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 554 | 0,19 | 2 023 | 23,13 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 816 | 17,36 | 2 338 | 44,26 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 569 | −31,66 | 2 164 | −16,03 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 1 859 | −9,93 | 258 | 10,73 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 19 888 | 1,99 | 2 765 | 25,35 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 199 613 | 8,53 | 27 761 | 33,38 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 8 244 | −14,63 | 1 146 | 4,95 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 447 | 150,69 | 479 | 209,03 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 48 187 | 12,75 | 6 699 | 38,56 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 171 | 24 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 7 631 | 1,34 | 1 061 | 24,27 | ||||
2025-07-21 | 13F | Hilltop National Bank | 260 | 35,42 | 36 | 63,64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 100 | 425,00 | 292 | 546,67 | |||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 77 445 | 6,79 | 10 766 | 31,34 | ||||
2025-07-24 | 13F | Blair William & Co/il | 3 069 | 68,81 | 427 | 107,80 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 524 | −0,06 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 087 | 0,00 | 151 | 17,97 | ||||
2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42 183 | 46,55 | 5 864 | 80,10 | ||||
2025-07-25 | 13F | 1858 Wealth Management, Llc | 14 554 | 15,22 | 2 023 | 41,57 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 12 929 | −1,07 | 1 797 | 21,58 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1 721 | −16,33 | 239 | 3,02 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 013 | −2,76 | 558 | 19,53 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 21 591 | −9,89 | 3 002 | 10,74 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 108 | 0,00 | 15 | 25,00 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 13 631 | −8,84 | 1 895 | 12,00 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 152 | 47,57 | 21 | 90,91 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 202 | −1,25 | 3 782 | 21,34 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 39 718 | 109,13 | 5 522 | 157,03 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 1 600 | 222 | ||||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 13 578 | −1,77 | 1 620 | 3,65 | ||||
2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 739 | 58,24 | 103 | 96,15 | ||||
2025-08-08 | 13F | Hedeker Wealth, LLC | 12 429 | 9,22 | 1 728 | 34,19 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 250 | 0,00 | 35 | 21,43 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20 426 | 9,92 | 2 838 | 33,49 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 20 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 24 169 | −87,40 | 3 360 | −84,53 | ||||
2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 15 | 2 | ||||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 2 243 | −83,62 | 312 | −79,92 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 375 | 690,40 | 469 | 877,08 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 80 | 0,00 | 11 | 22,22 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 288 | 0,00 | 40 | 25,00 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 30 | 4 | ||||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 1 591 | 221 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 15 685 | 0,00 | 2 181 | 22,89 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 21 299 | −0,19 | 3 | 0,00 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 96 428 | 3,64 | 13 405 | 27,35 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 820 | 3 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 151 | −4,05 | 577 | 18,00 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 3 172 | 0,19 | 441 | 23,18 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 436 | 6,73 | 2 146 | 31,11 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 22 | 0,00 | 3 | 50,00 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 3 000 | 417 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 193 672 | 5,43 | 165 944 | 29,56 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 18 740 | −16,38 | 3 | 0,00 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 10 546 | 39,31 | 1 475 | 76,32 | ||||
2025-08-14 | 13F | Pecaut & Co. | 25 810 | 0,02 | 3 588 | 22,92 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 27 569 | 7,17 | 3 833 | 31,68 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 1 761 | −0,56 | 245 | 22,00 | ||||
2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 13 420 | 0,00 | 1 867 | 23,01 | ||||
2025-08-08 | 13F | Creative Planning | 2 128 | 4,26 | 296 | 28,26 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 778 | 0,61 | 525 | 23,82 | ||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 247 187 | 1,27 | 34 363 | 24,44 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Concentrum Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 709 | −4,96 | 99 | 16,67 | ||||
2025-08-14 | 13F | FIL Ltd | 175 963 | 185,56 | 24 493 | 251,34 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 4 353 | −1,14 | 605 | 21,49 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 22 358 | −3,02 | 3 108 | 19,17 | ||||
2025-08-12 | 13F | Archer Investment Corp | 65 | 0,00 | 9 | 28,57 | ||||
2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 967 | 109 | ||||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 499 123 | 3,83 | 69 388 | 27,59 | ||||
2025-07-18 | 13F | Bourgeon Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 777 164 | −0,86 | 108 041 | 21,83 | ||||
2025-05-16 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Eastern Bank | 666 | −48,53 | 93 | −36,99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 836 | 5,52 | 255 | 30,10 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 006 | 28,57 | 1 255 | 58,26 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 9 249 | −9,37 | 1 286 | 11,35 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 9 784 | 1 360 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6 787 | 16,38 | 944 | 43,10 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 1 503 | 209 | ||||||
2025-07-23 | 13F | Equitable Trust Co | 4 939 | 0,00 | 687 | 22,94 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 33 015 | 1,92 | 4 590 | 25,25 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 58 705 | 672,43 | 8 161 | 850,06 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 9 995 | −1,31 | 1 390 | 21,31 | ||||
2025-08-12 | 13F | Change Path, LLC | 3 556 | 82,27 | 494 | 124,55 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 218 | 20,84 | 2 116 | 48,53 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 11 624 | −75,14 | 1 616 | −69,45 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 2 567 | 7,09 | 357 | 31,37 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 38 925 | 42,31 | 5 391 | 72,68 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 11 355 | −7,08 | 1 579 | 14,18 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 380 | 55 | ||||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 935 | −5,23 | 964 | 16,57 | ||||
2025-07-29 | 13F | Private Trust Co Na | 500 | 0,00 | 70 | 23,21 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9 467 | 2,65 | 1 316 | 26,17 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 3 284 | 4,09 | 457 | 28,09 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 695 | −0,70 | 1 070 | 22,03 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 3 838 | 3,59 | 534 | 27,21 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 1 500 | 209 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 558 | 7,24 | 4 665 | 31,78 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 328 446 | 9,11 | 45 661 | 34,07 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 550 | −33,48 | 215 | −18,25 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 82 040 | 20,77 | 11 405 | 48,43 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 1 941 | 270 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 12 782 | 65,94 | 1 777 | 103,90 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 4 985 | −5,30 | 693 | 16,30 | ||||
2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 133 000 | 2,31 | 18 | 28,57 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 90 | 0,00 | 13 | 20,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 1 883 | 262 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 003 | −9,00 | 417 | 11,80 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 5 632 | 1,92 | 783 | 25,12 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27 149 | 0,43 | 3 774 | 23,41 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 3 941 | 66,15 | 548 | 104,10 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 11 443 | −2,31 | 1 591 | 20,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 700 | 63,55 | 97 | 102,08 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 254 | 0,00 | 730 | 22,90 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 3 939 | −3,10 | 548 | 19,17 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 526 | −50,66 | 351 | −39,38 | ||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 2 505 | 0,00 | 348 | 22,97 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 221 | 76,96 | 170 | 116,67 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 47 634 | −12,17 | 6 622 | 7,94 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 1 494 | 208 | ||||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 2 | ||||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 4 266 | −0,30 | 590 | 11,76 | ||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 111 625 | 0,00 | 15 621 | 23,76 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 346 174 | 0,22 | 48 125 | 23,16 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 314 059 | 3,74 | 43 634 | 27,56 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 92 | −8,00 | 13 | 9,09 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 226 | 448 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 436 | 478 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 2 556 | −73,69 | 355 | −67,70 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2 957 | 9,52 | 411 | 34,75 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 849 | 318,38 | 674 | 410,61 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 | 0,00 | 0 | |||||
2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2 528 | 351 | ||||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 23 155 | −26,24 | 3 219 | −9,35 | ||||
2025-08-04 | 13F | Assetmark, Inc | 26 863 | 5,90 | 3 734 | 30,15 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0,00 | 21 | 25,00 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Crewe Advisors LLC | 275 | 175,00 | 38 | 245,45 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 136 | −33,80 | 158 | −19,07 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 42 575 | −1,54 | 5 919 | 20,97 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 149 011 | 2,77 | 20 715 | 26,30 | ||||
2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | rebel Financial LLC | 3 164 | 440 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 41 | 6 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 621 | −31,62 | 364 | −15,94 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 104 102 | −2,08 | 14 472 | 20,33 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 1 465 | 204 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 732 | 23,26 | 1 631 | 51,49 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 19 755 | 85,41 | 2 746 | 127,88 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 125 | −19,90 | 574 | −1,55 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1 226 | 75,14 | 170 | 115,19 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 844 | 8,96 | 1 090 | 33,91 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3 747 | 31,66 | 521 | 61,99 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 86 385 | 4,02 | 12 | 33,33 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 15 800 | 2 197 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 048 | −20,25 | 1 | |||||
2025-08-04 | 13F | Atria Investments Llc | 1 486 | 207 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 011 | −6,48 | 561 | 15,46 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 19 190 | 16,58 | 2 668 | 43,23 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 1 835 | −3,57 | 255 | 18,60 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 42 327 | −2,16 | 5 884 | 20,23 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 212 | 0,00 | 29 | 26,09 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 807 | 3,07 | 112 | 27,27 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4 605 | 10,25 | 640 | 35,59 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 616 | 364 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 | −95,35 | 0 | −100,00 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 2 500 | 293 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 303 | 0,00 | 42 | 23,53 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 8 122 | 0,00 | 1 129 | 22,98 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 24 | 0,00 | 3 | 50,00 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4 182 | 0,00 | 581 | 22,83 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 34 814 | 4 972 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 90 | 0,00 | 13 | 20,00 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 28 200 | 40,87 | 2 866 | 26,66 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 39 296 | 17,20 | 5 463 | 44,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Meixler Investment Management, Ltd. | 4 987 | 50,39 | 693 | 84,80 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 4 241 | −44,95 | 586 | −32,33 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 120 | 0,00 | 17 | 23,08 |
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