ICF - iShares Trust - iShares Select U.S. REIT ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

iShares Trust - iShares Select U.S. REIT ETF
US ˙ BATS ˙ US4642875649

Grundläggande statistik
Institutionella ägare 356 total, 356 long only, 0 short only, 0 long/short - change of −2,72% MRQ
Genomsnittlig portföljallokering 0.2052 % - change of −14,08% MRQ
Institutionella aktier (lång) 19 672 369 (ex 13D/G) - change of −0,61MM shares −3,02% MRQ
Institutionellt värde (lång) $ 1 166 758 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares Select U.S. REIT ETF (US:ICF) har 356 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 19,672,369 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Morgan Stanley, Jpmorgan Chase & Co, Bank Of America Corp /de/, Raymond James Financial Inc, Foundations Investment Advisors, LLC, Cetera Investment Advisers, Connecticut Wealth Management, LLC, Royal Bank Of Canada, and M&t Bank Corp .

iShares Trust - iShares Select U.S. REIT ETF (BATS:ICF) 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 61,10 / share. Previously, on September 10, 2024, the share price was 66,50 / share. This represents a decline of 8,13% over that period.

ICF / iShares Trust - iShares Select U.S. REIT ETF Institutional Ownership
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.

ICF / iShares Trust - iShares Select U.S. REIT ETF Historical Put/Call Ratio
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
(%)
2025-07-17 13F Coastline Trust Co 520 0,00 32 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 79 964 −0,11 4 891 −0,71
2025-08-15 13F Kestra Advisory Services, LLC 361 014 −12,69 22 080 −13,21
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 6 910 −2,99 423 −3,65
2025-08-11 13F TD Waterhouse Canada Inc. 2 −50,00 0
2025-08-13 13F Northern Trust Corp 103 736 −1,24 6 344 −1,83
2025-08-13 13F Per Stirling Capital Management, LLC. 59 800 3,84 3 657 3,22
2025-07-09 13F Lbmc Investment Advisors, Llc 256 086 0,71 15 662 0,11
2025-07-28 13F Innova Wealth Partners 0 −100,00 0
2025-08-14 13F Evercore Wealth Management, LLC 4 101 0,00 251 −0,79
2025-07-28 13F Axxcess Wealth Management, Llc 7 694 5,15 471 4,44
2025-07-30 13F D.a. Davidson & Co. 47 820 14,54 2 925 13,86
2025-07-30 13F Cullen/frost Bankers, Inc. 131 167 −11,44 8 022 −11,97
2025-08-05 13F Bank of New York Mellon Corp 260 581 −0,61 15 937 −1,20
2025-08-13 13F Capital Analysts, Inc. 21 826 2,89 1 0,00
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-18 13F Front Row Advisors LLC 142 0,71 9 0,00
2025-04-09 13F St Germain D J Co Inc 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 40 141 −12,43 2 476 −12,20
2025-07-23 13F Opulen Financial Group LLC 5 098 0,26 312 −0,32
2025-08-13 13F Beacon Pointe Advisors, LLC 15 503 0,01 948 −0,52
2025-04-29 13F Hm Payson & Co 450 −47,06 28 −47,06
2025-07-15 13F Evanson Asset Management, LLC 14 354 0,55 878 −0,11
2025-07-28 13F Frazier Financial Advisors, LLC 2 0,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 8 060 2,41 493 1,86
2025-08-28 13F/A Tolleson Wealth Management, Inc. 8 998 −0,87 550 −1,43
2025-08-06 13F Rialto Wealth Management, LLC 59 0,00 4 0,00
2025-07-17 13F Janney Montgomery Scott LLC 21 740 0,20 1 0,00
2025-07-08 13F Parallel Advisors, LLC 4 415 1,38 270 1,12
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 35 802 −18,38 2 190 −18,90
2025-07-15 13F Peddock Capital Advisors, Llc 0 −100,00 0
2025-04-16 13F Salem Investment Counselors Inc 0 −100,00 0
2025-07-30 13F White Lighthouse Investment Management Inc. 19 794 0,28 1 211 −0,33
2025-08-14 13F Glenmede Investment Management, LP 7 658 468
2025-08-05 13F Westside Investment Management, Inc. 14 255 17,54 872 16,76
2025-04-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-08-11 13F Morling Financial Advisors, LLC 150 0,00 9 0,00
2025-07-08 13F Zrc Wealth Management, Llc 526 0,57 32 0,00
2025-08-12 13F Change Path, LLC 9 652 −3,43 590 −3,91
2025-07-15 13F Bank Of Stockton 20 361 −18,17 1 245 −18,68
2025-07-14 13F UMA Financial Services, Inc. 3 315 0,45 203 −0,49
2025-08-08 13F Emerald Investment Partners, Llc 228 0,00 14 −7,14
2025-08-08 13F Larson Financial Group LLC 1 284 −0,08 79 −1,27
2025-07-22 13F Awm Capital, Llc 165 658 −15,64 10 132 −16,15
2025-07-09 13F Affinity Capital Advisors, LLC 8 924 −5,74 546 0,55
2025-07-14 13F Proathlete Wealth Management Llc 77 0,00 5 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 1 394 85
2025-07-11 13F Trust Co Of Virginia /va 19 329 −0,23 1 182 −0,84
2025-08-04 13F JDM Financial Group LLC 980 0,00 60 −1,67
2025-08-14 13F GWM Advisors LLC 16 224 −1,06 992 −1,59
2025-05-08 13F Eastern Bank 0 −100,00 0
2025-07-24 13F Blair William & Co/il 18 645 824,85 1 140 819,35
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 805 0,00 110 −0,90
2025-07-22 13F McNaughton Wealth Management, LLC 24 895 −0,30 1 523 −0,91
2025-08-12 13F Titleist Asset Management, Llc 4 634 0,00 283 −0,70
2025-08-14 13F McIlrath & Eck, LLC 180 0,00 11 0,00
2025-07-17 13F/A Capital Investment Advisors, LLC 24 302 −3,31 1 486 −3,88
2025-08-14 13F C M Bidwell & Associates Ltd 102 0,00 6 0,00
2025-07-10 13F Tompkins Financial Corp 951 161,26 58 163,64
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-07 13F Horizons Wealth Management 14 711 4,26 900 3,57
2025-08-13 13F Trustmark National Bank Trust Department 27 700 −10,65 1 694 −11,17
2025-08-14 13F Integrated Wealth Concepts LLC 4 559 0,04 279 −0,71
2025-07-08 13F Range Financial Group LLC 8 881 −4,35 543 −4,90
2025-07-09 13F Westshore Wealth, LLC 8 121 8,69 497 8,06
2025-07-31 13F Waldron Private Wealth LLC 6 048 0,00 370 −0,81
2025-07-22 13F Merit Financial Group, LLC 103 944 2 919,87 6 357 2 912,80
2025-08-14 13F Capital Planning Advisors, LLC 13 123 0,00 803 −0,62
2025-08-04 13F Keybank National Association/oh 236 653 −2,67 14 474 −3,26
2025-08-07 13F Allworth Financial LP 3 794 152,26 232 160,67
2025-04-08 13F Rothschild Investment Llc 0 −100,00 0 −100,00
2025-08-06 13F Commonwealth Equity Services, Llc 197 208 −2,89 12 0,00
2025-08-14 13F Bank Of America Corp /de/ 790 558 −19,13 48 351 −19,62
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 12 896 −4,05 789 −4,72
2025-08-14 13F Smartleaf Asset Management LLC 190 12
2025-08-13 13F Wambolt & Associates, LLC 7 433 −31,62 457 −31,79
2025-08-14 13F Royal Bank Of Canada 468 055 0,63 28 626 0,02
2025-07-08 13F Nbc Securities, Inc. 2 136 0,14 0
2025-07-22 13F Fortitude Advisory Group L.L.C. 3 627 0,00 222 4,25
2025-08-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 352 0,00 22 0,00
2025-08-12 13F Laurel Wealth Advisors LLC 97 504 6 016,94 2 −98,98
2025-08-11 13F One Capital Management, LLC 10 224 −4,26 625 −4,87
2025-08-08 13F Pinney & Scofield, Inc. 78 0,00 5 0,00
2025-08-04 13F AMG National Trust Bank 315 405 −1,19 19 290 −1,78
2025-08-14 13F Mml Investors Services, Llc 32 334 40,62 2 0,00
2025-08-12 13F Integrated Advisors Network LLC 9 426 0,00 576 −0,52
2025-07-15 13F Oak Wealth Advisors LLC 6 674 2,57 408 2,00
2025-08-05 13F Cassaday & Co Wealth Management LLC 38 268 2,14 2 340 1,52
2025-07-15 13F Mather Group, Llc. 5 702 −33,15 349 −33,59
2025-07-29 13F Ifrah Financial Services, Inc. 86 942 0,56 5 317 −0,04
2025-08-08 13F Creative Planning 317 412 −5,21 19 413 −5,78
2025-07-24 13F Robertson Stephens Wealth Management, LLC 5 186 0,00 317 −0,63
2025-08-18 13F Geneos Wealth Management Inc. 2 811 0,18 172 −0,58
2025-07-28 13F BRYN MAWR TRUST Co 685 −82,30 42 −82,77
2025-08-14 13F Fmr Llc 6 265 −19,51 383 −19,87
2025-07-22 13F Mascoma Wealth Management LLC 200 12
2025-07-25 13F Atria Wealth Solutions, Inc. 46 103 −39,93 2 820 −40,30
2025-08-14 13F Raymond James Financial Inc 624 468 −0,31 38 192 −0,91
2025-05-12 13F Sandy Spring Bank 4 679 −19,51 288 −18,00
2025-07-15 13F Cordant, Inc. 4 163 0,00 255 −0,78
2025-07-17 13F Global Trust Asset Management, LLC 10 0,00 1
2025-08-04 13F Creekmur Asset Management LLC 1 0,00 0
2025-07-17 13F Sound Income Strategies, LLC 7 0,00 0
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 60 025 −10,59 3 671 −11,11
2025-08-13 13F American Investment Services, Inc. 6 384 0,00 390 −0,51
2025-08-07 13F/A Curat Global, LLC 192 0,00 12 0,00
2025-08-14 13F Susquehanna International Group, Llp 8 319 −76,10 509 −76,27
2025-07-18 13F SOA Wealth Advisors, LLC. 54 912 6,75 3 358 6,10
2025-08-19 13F Cape Investment Advisory, Inc. 116 0,00 7 0,00
2025-08-01 13F Bessemer Group Inc 4 000 −4,76 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6 730 −20,45 412 −20,96
2025-08-05 13F Plante Moran Financial Advisors, LLC 338 −24,55 21 −25,93
2025-08-11 13F ARS Investment Partners, LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 8 109 496
2025-08-14 13F MGB Wealth Management, LLC 114 0,00 7 −14,29
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-13 13F Elios Financial Group Inc. 34 857 2,78 2 132 2,16
2025-08-11 13F Citigroup Inc 22 786 4,99 1 394 4,34
2025-08-12 13F Bokf, Na 1 278 0,00 78 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 121 670 −0,58 7 441 −1,18
2025-07-11 13F Arrow Investment Advisors, LLC 22 663 −6,58 1 386 −7,10
2025-08-13 13F Rsm Us Wealth Management Llc 3 977 −1,19 243 −1,62
2025-08-01 13F Ashton Thomas Private Wealth, LLC 0 −100,00 0
2025-05-05 13F Csenge Advisory Group 0 −100,00 0 −100,00
2025-07-22 13F Accel Wealth Management 9 397 −13,85 575 −14,46
2025-07-23 13F Nbt Bank N A /ny 1 335 0,00 82 −1,22
2025-04-30 13F Sharkey, Howes & Javer 0 −100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 40 0,00 2 0,00
2025-08-12 13F Manchester Capital Management LLC 1 000 0,00 61 0,00
2025-08-12 13F LPL Financial LLC 391 417 10,26 23 939 9,60
2025-07-25 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 126 125 −49,75 6 229 −59,67
2025-07-25 13F Courage Miller Partners, LLC 4 440 0,00 272 −0,73
2025-08-08 13F Cetera Investment Advisers 506 504 6,44 30 978 5,80
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-07-09 13F Bank of New Hampshire 1 150 0,00 70 0,00
2025-08-08 13F Foundations Investment Advisors, LLC 538 030 15,27 32 906 14,58
2025-08-13 13F Northwestern Mutual Wealth Management Co 2 235 041 4,09 136 695 3,47
2025-08-13 13F Baird Financial Group, Inc. 89 701 −2,03 5 486 −2,61
2025-08-14 13F Diversify Wealth Management, Llc 8 892 0,00 532 −1,12
2025-07-11 13F BTC Capital Management, Inc. 13 519 −0,14 827 −0,72
2025-08-11 13F HighTower Advisors, LLC 153 558 9,54 9 392 8,88
2025-08-14 13F Mercer Global Advisors Inc /adv 63 473 48,47 3 882 47,57
2025-08-06 13F Modera Wealth Management, LLC 15 454 −2,19 945 −2,78
2025-08-05 13F Dunhill Financial, LLC 404 0,50 25 0,00
2025-08-12 13F Nemes Rush Group LLC 602 −0,66 37 −2,70
2025-07-08 13F First National Corp /ma/ /adv 34 675 5,73 2 121 5,11
2025-07-31 13F Jordan Park Group LLC 4 140 0,00 253 −0,39
2025-08-13 13F Nicolet Bankshares Inc 6 680 0,00 409 −0,73
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 13 415 3,87 820 3,27
2025-08-08 13F Avantax Advisory Services, Inc. 94 836 1,95 5 800 1,35
2025-07-31 13F CVA Family Office, LLC 1 348 0,15 82 0,00
2025-07-28 13F Mutual Advisors, LLC 22 275 1,27 1 395 6,17
2025-04-14 13F Cetera Trust Company, N.A 0 −100,00 0 −100,00
2025-07-11 13F Caldwell Securities, Inc 290 0,00 18 0,00
2025-08-04 13F Partners in Financial Planning 0 −100,00 0
2025-07-23 13F Intergy Private Wealth, LLC 12 596 −3,22 770 −3,75
2025-07-07 13F Investors Research Corp 72 0,00 4 0,00
2025-07-14 13F Farmers & Merchants Investments Inc 405 0,00 25 0,00
2025-07-29 13F Private Wealth Management Group, LLC 2 775 0,00 170 −0,59
2025-07-22 13F Old National Bancorp /in/ 7 282 445
2025-08-12 13F Asset Management Group, Inc. 94 187 −1,28 5 760 −1,87
2025-08-06 13F First Horizon Advisors, Inc. 645 −13,07 39 −13,33
2025-07-30 13F Whittier Trust Co Of Nevada Inc 800 0,00 49 −2,04
2025-08-13 13F Cresset Asset Management, LLC 92 574 4,21 5 662 3,57
2025-08-13 13F Russell Investments Group, Ltd. 1 658 −31,74 101 −32,21
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-08-14 13F Comerica Bank 38 664 −14,12 2 365 −14,66
2025-07-11 13F Windsor Capital Management, LLC 0 −100,00 0
2025-08-29 NP OneAscent Capital Opportunities Fund 14 600 160,71 893 159,30
2025-08-05 13F Key FInancial Inc 2 0,00 0
2025-07-16 13F Gradient Capital Advisors, LLC 4 120 0,00 252 −0,79
2025-08-01 13F James Investment Research Inc 9 000 0,00 550 −0,54
2025-07-28 13F IFG Advisors, LLC 233 177 0,60 14 261 0,00
2025-08-14 13F Family Office Research LLC 13 941 −0,41 853 −1,05
2025-08-14 13F Moneta Group Investment Advisors Llc 110 131 7,96 6 736 7,31
2025-07-29 13F Chicago Partners Investment Group LLC 3 690 232
2025-05-15 13F Glenmede Trust Co Na 7 658 0,00 471 2,17
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 15 557 0,00 951 −0,63
2025-08-07 13F Commerce Bank 21 804 0,00 1 334 −0,60
2025-06-26 NP DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES 23 262 −5,51 1 420 −4,89
2025-08-14 13F Modern Wealth Management, LLC 70 317 4 301
2025-05-02 13F Midwest Professional Planners, LTD. 0 −100,00 0
2025-08-13 13F Fortress Financial Solutions, LLC 4 586 4,23 280 3,70
2025-04-21 13F Newton One Investments LLC 0 −100,00 0
2025-07-14 13F Steigerwald, Gordon & Koch Inc. 6 084 −5,14 372 −5,58
2025-07-16 13F American National Bank 95 0,00 6 0,00
2025-07-17 13F Sterling Investment Advisors, Ltd. 5 220 3,16 319 2,57
2025-08-11 13F HHM Wealth Advisors, LLC 182 0,00 11 0,00
2025-07-31 13F CNB Bank 500 0,00 31 0,00
2025-08-14 13F Waters Parkerson & Co., Llc 8 549 0,00 523 −0,76
2025-08-14 13F/A Skopos Labs, Inc. 44 0,00 3 0,00
2025-08-11 13F Vanguard Group Inc 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 9 480 0,00 580 −0,69
2025-07-30 13F IMG Wealth Management, Inc. 2 501 0,00 153 −0,65
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-07-25 13F Prostatis Group LLC 7 292 446
2025-08-13 13F Cerity Partners LLC 33 327 −3,22 2 038 −3,78
2025-07-25 13F Sequoia Financial Advisors, LLC 5 532 −4,39 338 −5,06
2025-08-04 13F Arkadios Wealth Advisors 10 677 0,01 653 −0,61
2025-07-30 13F Evermay Wealth Management Llc 2 873 −64,83 176 −65,14
2025-08-14 13F Wells Fargo & Company/mn 225 993 0,57 13 822 −0,04
2025-07-14 13F GAMMA Investing LLC 246 −17,17 15 −16,67
2025-07-23 13F Sachetta, LLC 7 000 0,00 428 −0,47
2025-07-09 13F Reyes Financial Architecture, Inc. 52 0,00 3 0,00
2025-07-24 13F Capital Advisors, Ltd. LLC 2 062 0,00 0
2025-08-13 13F Ark & Tlk Investments, Llc 17 540 0,00 1 073 −0,65
2025-08-04 13F Assetmark, Inc 380 −27,89 23 −28,12
2025-08-14 13F Ameriprise Financial Inc 101 871 11,84 6 231 10,97
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 24 846 −9,97 2 0,00
2025-08-01 13F Biltmore Family Office, LLC 1 000 0,00 61 0,00
2025-08-05 13F Tiaa Trust, National Association 103 070 −7,07 6 304 −7,63
2025-08-13 13F M&t Bank Corp 466 620 −2,70 28 539 −3,28
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-07-30 13F Fairway Wealth LLC 8 799 43,24 538 42,71
2025-08-11 13F Private Advisor Group, LLC 15 120 24,81 925 24,03
2025-07-15 13F North Star Investment Management Corp. 3 400 0,00 208 −0,96
2025-07-15 13F Td Private Client Wealth Llc 5 393 6,94 330 6,13
2025-07-09 13F Breakwater Capital Group 3 690 226
2025-08-14 13F Fiduciary Trust Co 63 786 −2,29 3 901 −2,86
2025-05-08 13F SP Asset Management LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 27 925 1,92 1 708 1,31
2025-09-04 13F/A Advisor Group Holdings, Inc. 388 105 26,24 23 761 25,46
2025-07-22 13F DT Investment Partners, LLC 1 500 0,00 92 −1,09
2025-08-14 13F IHT Wealth Management, LLC 25 168 0,82 1 539 0,20
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-12 13F Archer Investment Corp 80 0,00 5 0,00
2025-07-02 13F InvesTrust 7 040 0,00 431 −0,69
2025-07-03 13F Sage Capital Advisors,llc 3 830 0,13 234 −0,43
2025-07-31 13F Glass Jacobson Investment Advisors llc 3 772 0,00 231 1,32
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 415 −3,67 148 −4,55
2025-07-25 13F NorthRock Partners, LLC 242 0,00 15 0,00
2025-08-12 13F Holderness Investments Co 5 300 0,00 324 −0,61
2025-08-08 13F VERITY Wealth Advisors 13 133 0,32 803 −0,25
2025-07-24 13F Us Bancorp \de\ 118 850 −0,87 7 269 −1,46
2025-07-28 13F Harbour Investments, Inc. 714 0,00 44 0,00
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 3 720 0,00 228 −0,44
2025-08-12 13F Founders Financial Alliance, LLC 1 069 0,66 65 0,00
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 5 811 0,00 355 −0,56
2025-08-12 13F Franklin Resources Inc 2 500 0,00 153 −0,65
2025-08-04 13F Bristlecone Advisors, LLC 386 0,52 24 0,00
2025-08-18 13F N.E.W. Advisory Services LLC 992 0,00 61 −1,64
2025-04-10 13F Bremer Bank National Association 7 282 11,14 448 13,71
2025-08-12 13F Howe & Rusling Inc 594 98,00 36 100,00
2025-07-25 13F Cwm, Llc 117 176 4,98 7 16,67
2025-08-05 13F Huntington National Bank 11 584 17,02
2025-08-14 13F Stifel Financial Corp 10 688 10,92 654 10,30
2025-07-11 13F William Howard & Co Financial Advisors Inc 160 195 0,93 9 798 0,32
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 11 406 −70,98 698 −71,17
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-30 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-04-15 13F School Employees Retirement Board Of Ohio 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 21 008 0,04 1 285 −0,62
2025-07-30 13F Castle Wealth Management Llc 3 350 0,00 205 −0,97
2025-07-16 13F Dakota Wealth Management 16 267 −3,48 995 −4,05
2025-08-01 13F Koss-Olinger Consulting, LLC 208 812 −8,06 12 771 −8,62
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 41 622 10,69 2 546 10,03
2025-08-15 13F Captrust Financial Advisors 42 627 8,09 2 607 7,46
2025-07-17 13F HB Wealth Management, LLC 5 023 −67,69 307 −67,89
2025-08-14 13F Cohen & Steers, Inc. 810 30,02 0
2025-08-18 13F/A National Bank Of Canada /fi/ 5 099 −97,47 312 −97,49
2025-08-15 13F Morgan Stanley 1 431 963 3,06 87 579 2,44
2025-08-04 13F AlphaStar Capital Management, LLC 7 973 488
2025-08-12 13F Running Point Capital Advisors, LLC 427 0,00 26 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 6 642 −3,47 406 −4,02
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 6 421 −1,91 393 −2,49
2025-07-10 13F High Net Worth Advisory Group LLC 3 800 0,00 232 −0,43
2025-08-07 13F Midwest Trust Co 3 946 241
2025-08-12 13F FUKOKU MUTUAL LIFE INSURANCE Co 174 000 0,00 10 642 −0,61
2025-04-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 463 0,65 28 0,00
2025-07-24 13F Trust Co Of Toledo Na /oh/ 270 17
2025-08-11 13F Aptus Capital Advisors, LLC 7 615 −1,79 466 −2,52
2025-08-14 13F Connecticut Wealth Management, LLC 477 270 −0,76 29 190 −1,36
2025-07-24 13F Jfs Wealth Advisors, Llc 6 150 −4,99 376 −5,53
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 50 605 112,70 3 095 111,55
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-07-17 13F Delta Capital Management Llc 11 400 0,00 1
2025-08-19 13F Anchor Investment Management, LLC 295 −20,27 18 −18,18
2025-07-09 13F Post Resch Tallon Group Inc. 6 045 2,89 370 3,07
2025-08-15 13F Provenance Wealth Advisors, LLC 1 400 0,00 86 −1,16
2025-08-19 13F/A Pitcairn Co 6 897 0,00 422 −0,71
2025-07-24 13F Ronald Blue Trust, Inc. 130 0,00 8 0,00
2025-08-01 13F Motco 245 0,00 15 −6,67
2025-07-24 13F IFP Advisors, Inc 582 0,00 36 0,00
2025-07-03 13F Garde Capital, Inc. 86 063 −0,63 5 264 −1,22
2025-08-13 13F SCS Capital Management LLC 12 952 0,00 792 −0,50
2025-07-15 13F SJS Investment Consulting Inc. 8 550 0,00 523 −0,76
2025-07-02 13F HBW Advisory Services LLC 429 26
2025-08-14 13F Federation des caisses Desjardins du Quebec 412 4,04 25 4,17
2025-08-06 13F Nvwm, Llc 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 1 872 −6,26 114 −6,56
2025-08-12 13F MAI Capital Management 3 677 −1,34 225 −2,18
2025-08-14 13F Glenview Trust Co 9 502 0,00 581 −0,51
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 2 513 −46,87 154 −47,24
2025-07-15 13F Brewster Financial Planning LLC 158 035 2,37 9 665 1,76
2025-07-21 13F Ameriflex Group, Inc. 966 −57,82 58 −58,57
2025-08-01 13F PCA Investment Advisory Services Inc. 10 106 618
2025-08-12 13F NFP Retirement, Inc. 54 379 366,45 3 326 363,74
2025-08-14 13F Mariner, LLC 158 055 −2,92 9 667 −3,50
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) 41 065 0,03 2 512 −0,59
2025-09-03 13F American Trust 6 235 381
2025-08-14 13F UBS Group AG 146 827 −6,63 8 980 −7,19
2025-08-15 13F Audent Global Asset Management, LLC 15 311 0,92 936 0,32
2025-08-01 13F Redwood Park Advisors LLC 385 0,52 24 0,00
2025-07-22 13F Valeo Financial Advisors, LLC 19 371 −22,60 1 185 −23,07
2025-08-08 13F Bailard, Inc. 21 515 −3,06 1 316 −3,66
2025-08-14 13F Cardiff Park Advisors, Llc 3 400 0,00 208 −0,96
2025-08-13 13F Brown Advisory Inc 3 919 0,00 240 −0,83
2025-08-04 13F Spire Wealth Management 25 428 0,00 1 555 −0,58
2025-07-31 13F/A Avion Wealth 760 0,00 0
2025-08-06 13F Texas Yale Capital Corp. 5 600 0,00 342 −0,58
2025-08-12 13F Jpmorgan Chase & Co 1 214 707 −16,57 74 292 −17,07
2025-08-13 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-08-13 13F Mount Yale Investment Advisors, LLC 16 677 0,77 1 020 0,10
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 31 695 −5,18 1 939 −5,74
2025-08-14 13F Colony Group, LLC 139 516 1,32 8 533 0,71
2025-07-17 13F Fifth Third Securities, Inc. 7 678 −1,92 470 −2,49
2025-08-12 13F Pathstone Holdings, LLC 219 217 −1,80 13 407 −2,39
2025-08-06 13F Atlantic Union Bankshares Corp 4 689 287
2025-08-13 13F Hsbc Holdings Plc 8 914 −3,48 545 −4,05
2025-07-28 13F Cornerstone Wealth Group, LLC 73 688 −9,45 4 507 −10,01
2025-08-12 13F CIBC Private Wealth Group, LLC 31 227 0,63 1 910 12,76
2025-07-22 13F Relyea Zuckerberg Hanson LLC 3 800 0,00 232 −0,43
2025-08-11 13F Principal Securities, Inc. 32 511 8,75 1 988 10,38
2025-08-12 13F J.w. Cole Advisors, Inc. 13 751 4,32 841 3,70
2025-08-01 13F Envestnet Asset Management Inc 235 727 −30,30 14 417 −30,71
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-16 13F/A CX Institutional 718 360,26 0
2025-08-12 13F SRS Capital Advisors, Inc. 278 0,00 211 1 141,18
2025-08-04 13F Linscomb & Williams, Inc. 4 410 0,00 270 −0,74
2025-08-11 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 4 700 0,19 287 −0,35
2025-08-14 13F BancorpSouth Bank 4 000 0,00 245 −0,81
2025-07-29 13F Wealthstream Advisors, Inc. 15 531 0,00 950 −0,63
2025-08-06 13F Savant Capital, LLC 24 430 −1,40 1 494 −1,97
2025-08-15 13F Equitable Holdings, Inc. 60 287 6,32 3 687 5,67
2025-07-18 13F Centricity Wealth Management, LLC 88 0,00 5 0,00
2025-05-09 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 841 0,00 51 0,00
2025-08-14 13F Peapack Gladstone Financial Corp 24 733 50,33 2 0,00
2025-08-12 13F Global Retirement Partners, LLC 2 766 165,20 169 172,58
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 117 680 0,58 7 197 −0,03
2025-08-14 13F AllSquare Wealth Management LLC 199 0,51 12 0,00
2025-08-08 13F Family Firm, Inc. 79 464 0,17 4 860 −0,43
2025-08-07 13F 1st Source Bank 3 433 210
2025-07-10 13F Piscataqua Savings Bank 300 0,00 18 0,00
2025-07-15 13F James J. Burns & Company, LLC 12 124 −1,04 741 −1,59
2025-08-11 13F Frank, Rimerman Advisors LLC 33 699 0,00 2 061 −0,58
2025-07-22 13F Belpointe Asset Management LLC 49 865 −0,17 3 050 −0,78
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-18 13F Truist Financial Corp 6 981 −29,21 427 −29,70
2025-08-13 13F Jones Financial Companies Lllp 3 639 129,16 221 129,17
2025-08-11 13F Greykasell Wealth Strategies, Inc. 21 746 17,85 1 330 17,18
2025-07-16 13F ORG Wealth Partners, LLC 1 636 0,00 101 0,00
2025-08-13 13F Millstone Evans Group, LLC 520 0,00 32 0,00
2025-08-14 13F Silvercrest Asset Management Group Llc 4 510 −5,25 276 −5,82
2025-07-14 13F Ridgewood Investments LLC 291 0,00 18 0,00
2025-07-31 13F Strata Wealth Advisors, LLC 10 047 5,15 614 4,60
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 39 953 −0,05 2 444 −0,65
2025-07-10 13F Fortress Wealth Management, Inc. 15 556 −0,21 951 −0,83
2025-04-28 NP LEXI - Alexis Practical Tactical ETF 103 213 14,38 6 528 9,37
2025-08-06 13F AE Wealth Management LLC 6 351 −0,89 388 −1,52
2025-07-01 13F Harbor Investment Advisory, Llc 36 509 0,10 2 233 −0,53
2025-07-30 13F Sonata Capital Group Inc 17 245 0,49 1 0,00
2025-07-18 13F jvl associates llc 21 912 0,00 1 340 −0,59
2025-08-12 13F BlackRock, Inc. 176 021 48,18 10 765 47,28
2025-08-29 13F Total Investment Management Inc 15 1
2025-08-14 13F Sunbelt Securities, Inc. 5 737 0,00 346 −1,99
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-07-15 13F Ballentine Partners, LLC 120 367 0,38 7 362 −0,23
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 718 −16,32 44 −17,31
2025-07-07 13F Capital Asset Advisory Services LLC 7 711 5,13 475 4,64
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-07-30 13F Whittier Trust Co 1 586 0,00 97 −1,03
2025-07-25 13F Concord Wealth Partners 72 0,00 4 0,00
2025-08-07 13F CENTRAL TRUST Co 6 066 −4,19 371 −4,88
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1 476 −86,10 90 −86,22
2025-08-01 13F Gwn Securities Inc. 4 919 −45,06 301 −45,37
2025-08-11 13F Diversified Portfolios, Inc. 4 522 0,00 277 −0,72
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 351 1,15 21 0,00
2025-07-28 13F Hamilton Point Investment Advisors, LLC 220 0,00 13 0,00
2025-08-12 13F Coldstream Capital Management Inc 11 416 0,00 698 −0,57
2025-07-30 13F Avidian Wealth Solutions, LLC 21 712 2,46 1 328 1,84
2025-07-29 13F Sigma Investment Counselors Inc 14 293 −0,69 874 −1,24
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-07-14 13F Sowell Financial Services LLC 4 833 −1,06 296 −1,67
2025-07-15 13F Fifth Third Bancorp 202 818 −3,27 12 404 −3,85
2025-07-29 13F Orin Green Financial, LLC 3 276 −10,07 200 −5,66
2025-08-07 13F Parkside Financial Bank & Trust 23 009 9,71 1 407 9,07
2025-08-12 13F Argent Trust Co 6 760 0,00 413 −0,48
2025-04-15 13F Noble Wealth Management PBC 130 0,00 8 0,00
2025-08-12 13F/A Cozad Asset Management Inc 5 573 0,00 341 −0,58
2025-07-09 13F Breakwater Investment Management 570 0,00 35 −2,86
2025-08-13 13F EverSource Wealth Advisors, LLC 92 109,09 6 150,00
2025-07-16 13F Register Financial Advisors LLC 52 0,00 3 0,00
2025-08-14 13F Ubs Asset Management Americas Inc 8 862 542
2025-08-12 13F Steward Partners Investment Advisory, Llc 2 581 136,36 158 134,33
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista