Grundläggande statistik
| Institutionella ägare | 405 total, 405 long only, 0 short only, 0 long/short - change of 11,85% MRQ |
| Genomsnittlig portföljallokering | 0.4373 % - change of 2,15% MRQ |
| Institutionella aktier (lång) | 58 638 628 (ex 13D/G) - change of 2,08MM shares 3,68% MRQ |
| Institutionellt värde (lång) | $ 3 403 951 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core MSCI Europe ETF (US:IEUR) har 405 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 58,638,628 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Envestnet Asset Management Inc, Morgan Stanley, Ci Investments Inc., Bank Of America Corp /de/, Assetmark, Inc, LPL Financial LLC, Mirae Asset Global Investments Co., Ltd., Mml Investors Services, Llc, and Mather Group, Llc. .
iShares Trust - iShares Core MSCI Europe ETF (ARCA:IEUR) 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 17, 2025 is 67,53 / share. Previously, on September 18, 2024, the share price was 59,59 / share. This represents an increase of 13,32% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 99 914 | 0,78 | 6 614 | 10,92 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 996 | 0,00 | 66 | 10,17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 7 822 | 26 872,41 | 518 | 51 600,00 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 12 649 | 0,00 | 837 | 10,13 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8 645 | 572 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 4 148 | 0,00 | 275 | 10,04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 105 | 19,74 | 52 967 | 31,79 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22 009 | 1 457 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 000 | 0,00 | 66 | 10,00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 | 0 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 38 500 | 2 549 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 740 | 255,77 | 49 | 308,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 520 | 0,00 | 365 | 9,94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 157 | 64,00 | 474 | 80,53 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 978 | 93,50 | 197 | 114,13 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3 918 | 259 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 678 558 | −14,59 | 44 921 | −6,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 074 | −28,26 | 270 | −21,11 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 997 863 | 83,57 | 66 059 | 102,04 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 668 | 32,42 | 576 | 46,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 139 496 | −40,80 | 9 235 | −34,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 253 | 1,44 | 149 | 8,76 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 452 751 | 7,57 | 29 972 | 18,39 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 39 916 | 2 642 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 889 | 0,00 | 522 | 10,13 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 804 906 | −3,17 | 53 287 | 6,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 820 909 | −3,47 | 54 344 | 6,24 | ||||
| 2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 15 000 | 0,00 | 993 | 10,09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 000 | 0,00 | 66 | 10,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 006 | 4,40 | 331 | 14,93 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 23 829 | 1,44 | 1 577 | 11,69 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 021 | 14,31 | 465 | 25,75 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 51 682 | 117,14 | 3 421 | 139,06 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 70 492 | 0,00 | 4 660 | 8,73 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 31 901 | −2,35 | 2 112 | 7,43 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 357 | 24 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 044 877 | 0,66 | 69 | 11,29 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 4 827 | 0,00 | 318 | 8,19 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 119 | 8 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 027 | −3,59 | 267 | 5,98 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10 290 | −19,63 | 681 | −11,56 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 059 | −51,74 | 583 | −48,36 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 957 | 526 | ||||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 1 831 | −56,00 | 121 | −51,60 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 989 | −0,50 | 396 | 9,39 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7 209 | 7,42 | 477 | 18,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 723 | 1,12 | 48 | 9,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 436 285 | 92,21 | 28 882 | 111,56 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 107 211 | 2,86 | 6 449 | 8,72 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 691 | 0,00 | 377 | 9,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 343 | 13,92 | 1 678 | 23,95 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 59 276 | 376,57 | 3 924 | 424,60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 866 | 1,06 | 322 | 11,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 769 | 196,91 | 51 | 233,33 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 2 907 | 0,00 | 192 | 10,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 562 | 9,67 | 1 229 | 20,63 | ||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 7 000 | 0,00 | 464 | 9,98 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 911 | 0,00 | 60 | 11,11 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 678 | 0,00 | 442 | 10,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 715 002 | 2,12 | 47 333 | 12,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3 539 | 234 | ||||||
| 2025-07-30 | 13F | First Interstate Bank | 7 282 | 0,00 | 482 | 10,05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 57 261 | −3,22 | 3 791 | 6,49 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 140 559 | −2,31 | 9 305 | 7,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 561 | −7,66 | 1 163 | 1,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102 713 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 716 979 | 26,21 | 113 664 | 38,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 94 111 | 188,07 | 6 230 | 217,05 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 36 574 | 0,00 | 2 421 | 10,10 | ||||
| 2025-05-15 | 13F/A | Lansdowne Partners (uk) Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 199 161 | −3,47 | 13 184 | 6,24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28 692 | 21,20 | 1 899 | 33,45 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 466 657 | 20,15 | 30 893 | 32,24 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 200 | 212 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 780 | 52 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 377 | 10,20 | 628 | 20,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 237 598 | 13,57 | 15 729 | 24,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 211 | 121,39 | 1 801 | 143,71 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advanced Portfolio Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3 794 | −38,42 | 251 | −32,16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56 375 | 2,87 | 3 732 | 13,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 282 131 | 19 | ||||||
| 2025-08-14 | 13F | Cooperman Leon G | 38 388 | 0,00 | 2 541 | 10,05 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 1 207 | 0,00 | 80 | 9,72 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 017 | 23,35 | 663 | 35,86 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 740 | −5,77 | 446 | 3,72 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 578 | 4,95 | 369 | 15,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 559 | −89,43 | 368 | −88,36 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 181 | 0,00 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 247 556 | 14,11 | 16 388 | 25,59 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 632 | 373 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 515 | 3,90 | 564 | 14,43 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 484 173 | −54,16 | 32 052 | −49,55 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 16 531 | 0,00 | 1 094 | 10,06 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3 817 | 0,00 | 253 | 10,04 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 542 | 896 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 30 183 | −8,64 | 1 998 | 0,55 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8 406 | 0,00 | 556 | 10,10 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 91 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 782 491 | −3,42 | 52 | 6,25 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 152 244 | −28,71 | 10 079 | −21,54 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 3 958 | −26,40 | 262 | −18,89 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 29 290 | 54,83 | 1 939 | 70,45 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7 544 | 0,00 | 499 | 10,15 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 29 067 | −2,38 | 1 924 | 7,43 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 40 302 | −0,47 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 25 840 | −0,34 | 1 711 | 9,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 668 | 243 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 22 945 | −7,13 | 1 519 | 2,15 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 224 406 | 35,60 | 15 | 55,56 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 202 660 | 0,00 | 13 416 | 10,07 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | −28,57 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 187 991 | 0,57 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 282 | 283 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 018 | 228,58 | 1 259 | 261,49 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 021 996 | −1,61 | 67 656 | 8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 163 | 209 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 580 | 238 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 274 466 | 6 520,02 | 4 | −98,39 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 4 479 | 0,00 | 297 | 4,58 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 158 | 3,15 | 408 | 13,37 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7 860 | 10,42 | 520 | 21,50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11 584 | 6,36 | 767 | 16,95 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 22 473 | −1,69 | 1 488 | 8,15 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 405 | 33,03 | 1 220 | 46,63 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 283 862 | −48,56 | 18 792 | −43,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 4 930 | 7,17 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 237 | −41,04 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 282 | −0,18 | 217 | 10,15 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 18 | 800,00 | 1 | |||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 3 431 | 1,81 | 227 | 12,38 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 29 320 | 24,81 | 1 941 | 37,46 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 334 | 0,00 | 486 | 9,98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 18 460 | 1 222 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 10 370 | 9,09 | 686 | 20,14 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 37 294 | 2 469 | ||||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 37 311 | −13,17 | 2 470 | −4,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 215 757 | 10,18 | 14 283 | 21,26 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24 695 | 23,70 | 1 635 | 36,17 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 3 797 | 251 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 151 | 275 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 136 | 0,00 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158 488 | 3,67 | 10 492 | 14,09 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 109 482 | 6,27 | 7 248 | 16,94 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 475 630 | 0,98 | 31 487 | 11,14 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 393 | 26 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4 003 | 1,96 | 265 | 12,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 317 | 285 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 31 675 | 0,00 | 2 097 | 10,03 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 207 | 26,79 | 477 | 39,88 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 3 466 289 | 21,72 | 229 | 33,92 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25 566 | 192,05 | 1 692 | 221,67 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 7 837 | −2,05 | 519 | 7,69 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 049 | 202 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 29 370 | 6,68 | 1 944 | 17,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 475 | 9,23 | 627 | 20,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 638 978 | −2,70 | 42 300 | 7,08 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 19 826 | 1 312 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 294 536 | −3,15 | 19 498 | 6,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3 330 | −38,59 | 220 | −32,52 | ||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 26 290 | 0,00 | 1 740 | 10,06 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 358 | 34,08 | 24 | 43,75 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 223 | −47,16 | 15 | −44,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253 414 | 211,55 | 15 730 | 221,46 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 3 909 | 259 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4 075 | 0,00 | 270 | 9,80 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 347 | 0,89 | 354 | 11,01 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 155 | 0,00 | 10 | 11,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 977 837 | 9,33 | 130 933 | 20,33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 119 | 0,85 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 85 986 | 3,66 | 5 692 | 14,09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9 525 | 631 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 348 | −0,85 | 354 | 9,26 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3 374 | 223 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 319 | −24,42 | 551 | −16,92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 579 | 30,28 | 105 | 44,44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 169 | 210 | ||||||
| 2025-04-29 | NP | WOAIX - WOA All Asset I Class I | 28 905 | −39,89 | 1 732 | −36,02 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 397 | −1,06 | 1 549 | 8,86 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 39 782 | 21,24 | 2 632 | 33,40 | ||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 63 680 | −14,84 | 4 216 | −6,27 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 013 | 266 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1 005 | 0,00 | 67 | 6,45 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 422 719 | 48,90 | 27 984 | 63,87 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 963 | 0,00 | 262 | 10,08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22 692 | 7,04 | 1 502 | 17,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 891 | 0,00 | 59 | 9,43 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 392 | −75,74 | 423 | −73,30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 27 | −90,46 | 2 | −94,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 097 196 | 1,00 | 205 034 | 11,16 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 355 120 | 43,25 | 23 509 | 57,66 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 183 | 211 | ||||||
| 2025-07-09 | 13F | Connective Portfolio Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 565 | 2,54 | 302 | 13,11 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | 55 000 | 0,00 | 3 641 | 10,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 391 | 15,84 | 357 | 41,83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 032 | 5,99 | 863 | 16,64 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 874 | 0,31 | 256 | 10,34 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30 714 | −29,29 | 2 033 | −22,17 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 508 | 2,04 | 365 | 12,35 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 946 | 1,30 | 1 122 | 11,43 | ||||
| 2025-05-09 | 13F | Abc Arbitrage Sa | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 310 | −1,39 | 351 | 8,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 739 | 3,76 | 115 | 15,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 30 184 | 151,43 | 1 816 | 180,09 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 125 | 8 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 851 | 326 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 568 | 5,53 | 236 | 16,26 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 89 013 | 104,44 | 5 912 | 125,82 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21 | 5,00 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 695 | 0,00 | 46 | 12,20 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 73 358 | −45,09 | 4 856 | −39,57 | ||||
| 2025-08-06 | 13F | AIA Group Ltd | 396 620 | −26,69 | 26 256 | −19,32 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 404 | 581,14 | 490 | 653,85 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 14 320 | 0,11 | 922 | 7,09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 705 | 1,96 | 841 | 12,28 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 174 712 | 5,74 | 11 566 | 16,37 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 4 924 | −4,30 | 326 | 5,18 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 211 | 19,33 | 544 | 31,48 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 650 | 0,00 | 43 | 10,26 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 984 | 65 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 3 122 | 207 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 54 971 | 50,61 | 3 639 | 65,79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 16 570 | 0,00 | 1 097 | 10,04 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 433 730 | −42,28 | 28 713 | −36,48 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 127 792 | 0,00 | 8 460 | 10,06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 4 378 | −6,57 | 290 | 2,85 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 613 | 41 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 195 340 | −3,41 | 12 931 | 6,31 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 33 291 | −41,44 | 2 204 | −35,57 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43 085 | 25,84 | 2 852 | 38,51 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 274 | −9,00 | 84 | 0,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 483 333 | −8,48 | 31 997 | 0,73 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 521 984 | 14,12 | 34 555 | 25,60 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 4 298 | 3,37 | 286 | 17,28 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 48 679 | −1,83 | 3 223 | 8,05 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3 725 | 0,00 | 247 | 9,82 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 19 881 | −2,58 | 1 306 | 6,87 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 65 583 | 5,28 | 4 342 | 15,88 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 75 522 | −6,46 | 5 000 | 2,94 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 367 | 0,00 | 24 | 9,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 151 | −0,65 | 275 | 9,16 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115 851 | 7 669 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 315 935 | 1 330,28 | 20 915 | 1 474,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 509 793 | 15,67 | 232 348 | 27,31 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19 123 | −7,30 | 1 266 | 2,02 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 449 | 361 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 124 | 0,00 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 665 298 | 1,89 | 375 034 | 12,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 080 | 10,31 | 4 838 | 21,38 | ||||
| 2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 531 567 | 0,40 | 101 390 | 9,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 267 146 | −0,42 | 17 685 | 9,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 143 | 2,14 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 405 | 27 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 255 747 | −3,67 | 16 930 | 6,02 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 9 270 | −0,16 | 614 | 9,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 195 | −0,96 | 476 | 8,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 677 | 13,13 | 376 | 24,58 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 7 951 | −0,35 | 526 | 9,81 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 81 | 22,73 | 5 | 66,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 202 044 | 23,91 | 13 | 44,44 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 16 068 | −5,96 | 1 064 | 3,51 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 23 | −82,17 | 2 | −85,71 | ||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 202 660 | 0,00 | 13 315 | 9,63 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 228 759 | −1,90 | 15 144 | 7,96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 129 | 1,16 | 406 | 11,26 | ||||
| 2025-08-12 | 13F | Barings Llc | 42 951 | −41,96 | 2 843 | −36,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 908 | 27,85 | 1 384 | 40,79 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 260 | −25,50 | 17 | −15,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 635 | −22,79 | 358 | −30,62 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347 748 | 31,60 | 22 964 | 44,62 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3 023 | 200 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 127 986 | −5,51 | 8 473 | 3,99 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5 060 | −10,60 | 335 | −1,76 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 803 | 53 | ||||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 11 040 | −20,69 | 1 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32 714 | −15,64 | 2 166 | −7,16 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 409 | 39,01 | 2 | 0,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112 263 | 14,31 | 7 432 | 40,18 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 072 | 13,45 | 667 | 24,72 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 947 | −28,60 | 658 | −21,39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 26 544 | −13,62 | 1 757 | −4,92 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 469 | 28,14 | 31 | 40,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 14 350 | 6,89 | 950 | 17,60 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 33 967 | −10,79 | 2 258 | −1,40 | ||||
| 2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 012 | 88,44 | 1 325 | 107,20 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 361 485 | 3,46 | 24 | 9,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 51 008 | 4,09 | 3 377 | 14,56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170 040 | 2,24 | 11 257 | 12,51 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 8 443 | 7,98 | 559 | 18,72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 839 | 23,57 | 519 | 35,96 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 3 986 | 264 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 722 | 0,00 | 313 | 9,86 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 785 | −85,80 | 317 | −84,40 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 21 392 | −13,03 | 1 416 | −4,26 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 3 954 | −1,25 | 262 | 8,75 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 9 547 | 79,22 | 632 | 97,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 19 | −34,48 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 082 | 336 | ||||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 10 388 | −1,89 | 688 | 8,02 | ||||
| 2025-08-13 | 13F | Amundi | 167 088 | 6,57 | 11 080 | 18,37 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 71 | 5 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 380 | 1,06 | 820 | 11,28 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 14 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 049 | 202 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 10 980 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17 601 | −4,68 | 1 165 | 4,95 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 831 | 39,75 | 717 | 53,86 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25 926 | 11,05 | 1 716 | 22,22 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3 438 | −7,51 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14 328 | 51,68 | 949 | 86,25 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 243 | −43,88 | 16 | −42,31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 420 | 226 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 941 | 12,85 | 195 | 24,36 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 196 430 | −5,78 | 13 004 | 3,70 | ||||
| 2025-08-13 | 13F | Korea Investment CORP | 855 592 | 0,00 | 56 640 | 10,06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15 916 | 124,93 | 1 054 | 147,76 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 3 741 | 248 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 8 115 | 0,00 | 537 | 10,04 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 5 835 | 386 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23 526 | 67,18 | 1 557 | 84,70 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3 062 | 203 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 816 | 0,08 | 659 | 14,63 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 375 | 0,00 | 157 | 10,56 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 83 159 | 556,66 | 5 505 | 623,39 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 14 768 | −2,11 | 978 | 7,72 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 23 688 | 1 568 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16 278 | −3,96 | 1 078 | 5,69 | ||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 30 911 | −5,47 | 2 046 | 4,07 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 101 959 | −1,91 | 6 750 | 7,97 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3 208 | 212 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 416 | 0,00 | 28 | 8,00 | ||||
| 2025-08-05 | 13F | Industrial Alliance Investment Management Inc. | 88 002 | 1,90 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 33 685 | 512,45 | 2 230 | 575,45 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 367 | 424,29 | 24 | 500,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 110 | −7,88 | 73 | 1,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 418 | 6,81 | 888 | 17,62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 767 | 39,78 | 779 | 72,12 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4 066 | 221,17 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 18 | −37,93 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 994 | 1,96 | 529 | 12,31 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25 000 | 5,17 | 1 653 | 15,68 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 55 747 | −1,57 | 3 690 | 8,34 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 579 | 236 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 348 | 0,00 | 23 | 15,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 166 | 210 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 228 774 | 4,71 | 15 138 | 10,76 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 126 409 | 103,36 | 8 320 | 122,55 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 504 | 0,00 | 33 | 10,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 74 535 | −13,84 | 4 934 | −5,17 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 22 178 | −13,55 | 1 457 | −5,20 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 897 | 40,98 | 655 | 55,21 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 238 542 | 24,44 | 15 791 | 56,53 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 15 887 | 0,00 | 1 052 | 10,05 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 5 096 | 337 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 371 | −6,16 | 1 216 | 3,31 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62 432 | 4,57 | 4 133 | 15,07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38 272 | 7,68 | 2 538 | 18,72 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 87 607 | −2,25 | 5 800 | 7,59 | ||||
| 2025-07-24 | NP | SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A | 39 539 | −13,37 | 2 598 | −5,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 954 178 | 4,38 | 592 767 | 14,88 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | 0,00 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9 816 | 650 | ||||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 8 553 | 0,00 | 566 | 10,12 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5 359 | −4,76 | 355 | 4,73 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 204 231 | 181,73 | 13 520 | 210,09 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 50 665 | 3 354 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 105 572 | 4,24 | 6 989 | 14,73 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 29 336 | 30,02 | 1 942 | 43,11 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12 391 | 3,03 | 820 | 13,42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 173 | −79,65 | 11 | −75,56 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 25 352 | 12,61 | 1 678 | 30,81 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 49 397 | 24,21 | 3 270 | 36,71 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 236 674 | −0,92 | 15 668 | 9,05 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5 305 | 0,00 | 351 | 10,03 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 792 | −3,41 | 52 | 6,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 167 | 77 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 63 090 | −16,76 | 4 177 | −8,40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18 584 | −0,23 | 1 230 | 9,82 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 334 | 0,30 | 750 | 10,46 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 17 959 | −3,31 | 1 189 | 6,36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 105 157 | 6,61 | 6 961 | 17,35 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 856 | 0,00 | 57 | 9,80 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11 083 | −78,21 | 734 | −76,04 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 26 105 | −1,96 | 1 728 | 7,93 | ||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 11 205 | 0,00 | 743 | 11,23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 380 | 0,00 | 25 | 13,64 | ||||
| 2025-05-15 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 51 433 | 0,97 | 3 405 | 11,10 | ||||
| 2025-08-14 | 13F | FIL Ltd | 199 902 | 0,28 | 13 234 | 10,37 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 624 | 968 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69 158 | 48,39 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 124 | 0,00 | 8 | 14,29 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 215 | 0,26 | 544 | 10,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 248 | 2,42 | 1 539 | 12,75 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 26 | 2 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 197 | −4,37 | 13 | 8,33 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 66 060 | −0,57 | 4 373 | 9,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 207 | 47,33 | 410 | 60,16 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 7 774 | −14,70 | 515 | −6,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 379 | 8,56 | 488 | 19,61 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 217 | 0,00 | 345 | 10,22 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24 532 | 1,67 | 1 624 | 11,92 | ||||
| 2025-04-21 | 13F | Harrell Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 643 700 | −2,19 | 42 613 | 7,65 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 413 | 27 |
Other Listings
| MX:IEUR |
