Grundläggande statistik
| Institutionella ägare | 221 total, 221 long only, 0 short only, 0 long/short - change of −1,76% MRQ |
| Genomsnittlig portföljallokering | 0.1827 % - change of −7,75% MRQ |
| Institutionella aktier (lång) | 15 373 475 (ex 13D/G) - change of 0,09MM shares 0,57% MRQ |
| Institutionellt värde (lång) | $ 711 966 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Europe Hedged Equity Fund (US:HEDJ) har 221 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 15,373,475 aktier. Största aktieägare inkluderar Goldman Sachs Group Inc, Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, Bank of New York Mellon Corp, Fmr Llc, FILFX - Strategic Advisers International Fund, and Boothe Investment Group, Inc. .
WisdomTree Trust - WisdomTree Europe Hedged Equity Fund (ARCA:HEDJ) 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 15, 2025 is 50,06 / share. Previously, on September 16, 2024, the share price was 43,61 / share. This represents an increase of 14,79% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 129 920 | 6 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 31 207 | −47,37 | 1 502 | −46,68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 760 | 0,00 | 37 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14 424 | 0,00 | 694 | 1,46 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9 418 | 5,52 | 453 | 7,09 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 4 900 | 236 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 088 | 6,74 | 526 | 15,86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10 956 | 0,26 | 527 | 1,74 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42 141 | −4,60 | 2 028 | −3,29 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 478 | 23 | ||||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 10 440 | 0,00 | 502 | 1,41 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 59 692 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 848 | 57,31 | 378 | 59,75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 813 | −0,36 | 713 | 0,99 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 168 | 201 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 022 | 0,00 | 49 | 2,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 824 | 1 922 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6 580 | 0,00 | 317 | 2,27 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 1 060 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 375 | −0,39 | 547 | 0,92 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 238 | 1,28 | 11 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48 722 | 6,80 | 2 344 | 8,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 144 | 94,59 | 7 | 100,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 140 659 | −7,24 | 6 769 | −5,99 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 910 | 118,94 | 717 | 121,98 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16 664 | −3,92 | 802 | −2,67 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 110 | 0,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 4 624 | 0,00 | 223 | 1,37 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 26 600 | −81,16 | 1 280 | −80,92 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 52 440 | 3 | ||||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 414 856 | −0,03 | 19 963 | 1,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 590 | 184,71 | 1 231 | 188,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 418 | −48,35 | 164 | −47,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55 330 | 141,16 | 2 664 | 144,54 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 338 | 0,00 | 16 | 0,00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 800 | 0,00 | 38 | 2,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 568 | −18,94 | 124 | −18,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 21 954 | −1,17 | 1 056 | 0,19 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 753 | 3,11 | 325 | 4,52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 101 686 | 0,21 | 4 893 | 1,56 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4 175 | 201 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 3 493 | −1,61 | 168 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 413 | 1,72 | 20 | 0,00 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 190 | 0,00 | 346 | 1,17 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 77 100 | 19,93 | 3 732 | 21,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 660 | −21,33 | 32 | −13,89 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 8 000 | 0,00 | 385 | 1,32 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 14 790 | 0,00 | 715 | 4,69 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 11 670 | −1,08 | 562 | 0,18 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50 102 | 614,72 | 2 411 | 625,90 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 19 486 | −6,60 | 938 | −5,35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 106 968 | 1 546,67 | 5 147 | 1 571,10 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 306 | 0,00 | 15 | 0,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 22 100 | 1 063 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 4 395 | 0,00 | 211 | 1,44 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 72 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 115 077 | −5,72 | 5 538 | −4,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 116 | 54 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10 312 | 0,00 | 496 | 1,43 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 446 | −5,69 | 166 | −4,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 513 | 17 000,00 | 25 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 000 | 0,00 | 144 | 1,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 407 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 46 675 | −0,14 | 2 246 | 1,22 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 622 | 0,98 | 2 773 | 2,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 812 | 84,55 | 39 | 95,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 337 668 | 5,70 | 64 369 | 7,12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 879 | 10,51 | 668 | 11,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 17 362 | 0,00 | 835 | 1,33 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 11 374 | 0,00 | 547 | 1,30 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 11 415 | 549 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 116 | 1,75 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 553 | −11,54 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 125 | −25,98 | 150 | −25,00 | ||||
| 2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 16 488 | −4,59 | 776 | 3,88 | ||||
| 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 | 419 228 | 0,00 | 20 760 | 0,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 678 | 3,73 | 610 | 5,00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 8 463 | 0,81 | 407 | 2,26 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 251 207 | 931,78 | 12 088 | 946,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 739 | 11,87 | 276 | 12,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 085 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33 961 | 2,23 | 1 634 | 3,61 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 400 | 0,00 | 19 | 5,56 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 11 916 | −2,17 | 573 | −0,87 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 4 866 | 0,00 | 234 | 1,30 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 7 912 | −16,82 | 381 | −15,74 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 30 | −23,08 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 200 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29 451 | 0,34 | 1 417 | 1,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 977 | 29,90 | ||||||
| 2025-07-11 | 13F | Spence Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 19 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77 734 | 101,39 | 3 849 | 109,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 654 008 | −7,48 | 31 471 | −6,23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 700 | 0,00 | 81 | 1,25 | ||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 148 | −88,05 | 248 | −87,92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 316 | 545 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1 180 | 0,00 | 57 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 000 | 0,00 | 192 | 1,59 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 000 | 0,00 | 192 | 1,59 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 838 | 299,57 | 88 | 319,05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 912 | 0,00 | 284 | 1,43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 080 | −6,58 | 293 | −5,50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 152 | −38,28 | 197 | −38,24 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3 410 | 0,00 | 162 | 8,05 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 29 754 | 0,77 | 1 432 | 2,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 446 554 | 1,58 | 21 488 | 2,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 074 | 24,27 | 389 | 25,97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 218 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 947 | −7,72 | 623 | −6,46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 154 452 | −4,49 | 7 432 | −3,19 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 371 | −93,30 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 116 | 0,00 | 54 | 1,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 387 115 | −3,61 | 18 628 | −2,31 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 000 | 96 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 11 364 | −4,15 | 547 | −4,55 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20 047 | −1,92 | 967 | −1,23 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12 271 | −8,50 | 591 | −7,23 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 52 168 | 2,35 | 2 508 | 3,98 | ||||
| 2025-07-24 | 13F | Conning Inc. | 144 030 | 0,00 | 6 931 | 1,35 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 169 942 | −10,46 | 8 178 | −9,26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34 753 | −10,83 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 162 | 0,00 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 8 286 | 1,84 | 399 | 3,11 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 49 556 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 566 | 0,00 | 123 | 1,65 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 494 | 0,00 | 23 | 9,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 675 | −63,17 | 321 | −62,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 112 062 | 13,96 | 5 392 | 15,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 317 | 256 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 77 925 | 89,88 | 3 783 | 94,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 862 | −4,20 | 282 | −2,76 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 20,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 014 | 289 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 848 | −41,76 | 137 | −40,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 403 | −7,40 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 73 | 4 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66 183 | 15,67 | 3 193 | 16,53 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 9 163 | −1,94 | 441 | −0,68 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 11 | 10,00 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51 017 | 18,79 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 414 | 165,79 | 68 | 172,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 436 | 1,63 | 21 | 5,00 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 6 305 | 0,05 | 303 | 1,34 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 32 540 | 0,00 | 1 566 | 1,36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 262 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 552 | 0,00 | 27 | 0,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 13 640 | 0,00 | 656 | 1,39 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 4 320 | 0,00 | 208 | 0,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 113 673 | 64,95 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 216 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 34 807 | 3,40 | 1 675 | 4,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 250 | −28,57 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 52 364 | −20,47 | 2 520 | −19,42 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 85 637 | 4 121 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 319 460 | 1,95 | 63 492 | 3,32 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 586 | −1,41 | 269 | −0,37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 3 714 | −3,38 | 179 | −2,20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 419 | −58,88 | 263 | −58,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 94 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107 751 | 406,42 | 5 185 | 413,27 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 5 161 | −0,58 | 248 | 0,81 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16 221 | −25,85 | 781 | −24,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 816 | 2,78 | 2 541 | 4,18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 039 284 | 6,62 | 50 010 | 8,06 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 5 600 | 0,00 | 269 | 1,51 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5 530 | 0,00 | 253 | 4,56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 992 | 0,00 | 48 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 226 | 0,14 | 203 | 1,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55 461 | 2 669 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 516 | −0,98 | 458 | 0,22 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 12 990 | 0,00 | 625 | 1,46 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 504 | 361 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 407 099 | 0,56 | 19 590 | 1,91 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 98 420 | −1,58 | 4 756 | 0,17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 235 | 2,97 | 252 | 4,15 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 29 147 | 2,13 | 1 403 | 3,47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 475 | 13,64 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 479 | 164,04 | 1 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 500 | 0,00 | 24 | 4,35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 729 | 44,08 | 83 | 48,21 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 5 434 | 0,00 | 261 | 1,16 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 94 931 | 21,37 | 4 568 | 23,03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 200 | 10 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17 700 | 0,00 | 852 | 1,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 68 | 1,49 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9 710 | −12,21 | 467 | −11,05 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 0,00 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106 269 | 14,45 | 5 114 | 15,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25 846 | 1,90 | 1 244 | 3,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 137 882 | 215,32 | 6 635 | 219,56 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 169 106 | 0,51 | 8 137 | 1,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81 339 | 3,72 | 3 914 | 5,13 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 560 | 0,00 | 75 | 1,35 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 568 | −3,07 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 782 | −0,81 | 278 | 0,72 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 833 | 1,76 | 714 | 3,03 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 4 400 | 209 | ||||||
| 2025-04-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 113 200 | 5 564 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 7 406 | 0,00 | 356 | 1,42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 378 | −41,43 | 1 414 | −40,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 025 | 86,14 | 1 397 | 88,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 374 190 | 34,91 | 18 006 | 36,73 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7 260 | 0,81 | 349 | 2,35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55 907 | 12,80 | 2 690 | 14,32 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 78 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 187 790 | 1,25 | 9 036 | 2,61 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16 794 | 0,00 | 808 | 1,38 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 509 673 | 12,43 | 24 526 | 13,94 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 5 982 | 0,00 | 288 | 1,06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 371 | 0,26 | 258 | 1,57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 498 487 | 597,40 | 23 987 | 606,96 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3 356 | 0,00 | 161 | 1,26 | ||||
| 2025-08-14 | 13F | Alethea Capital Management, Llc | 7 925 | 0,00 | 381 | 1,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 693 | 38,32 | 33 | 43,48 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 314 | 0,00 | 15 | 7,14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 334 | 0,00 | 401 | 1,52 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 7 432 | 0,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 815 006 | −3,76 | 135 458 | −2,47 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 14 690 | 0,00 | 707 | 1,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 |
