Grundläggande statistik
| Institutionella ägare | 253 total, 253 long only, 0 short only, 0 long/short - change of −5,95% MRQ |
| Genomsnittlig portföljallokering | 0.4891 % - change of −13,38% MRQ |
| Institutionella aktier (lång) | 39 684 023 (ex 13D/G) - change of −9,15MM shares −18,74% MRQ |
| Institutionellt värde (lång) | $ 1 709 022 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (US:IHDG) har 253 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 39,684,023 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, Ameritas Advisory Services, LLC, UBS Group AG, Creative Planning, Ameriprise Financial Inc, and Stifel Financial Corp .
WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (ARCA:IHDG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 45,64 / share. Previously, on September 16, 2024, the share price was 44,91 / share. This represents an increase of 1,63% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 589 | −58,73 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6 995 | −62,03 | 315 | −60,58 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 973 | 0,00 | 89 | 3,53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 101 515 | 4,16 | 4 573 | 8,13 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 342 | 0,00 | 15 | 7,14 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 023 | −20,25 | 316 | −17,28 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 345 172 | 0,10 | 15 550 | 3,91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 729 543 | 6,41 | 32 866 | 10,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 181 139 | −30,65 | 53 210 | −28,01 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 259 948 | 1,45 | 11 711 | 5,31 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7 500 | 0,00 | 338 | 3,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | −99,99 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10 487 | −91,15 | 472 | −90,82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 637 | −0,91 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62 239 | −42,59 | 2 804 | −40,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 912 | −30,06 | 852 | −27,45 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 11 415 | −89,86 | 514 | −89,47 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9 114 | −44,57 | 411 | −42,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 195 286 | −13,67 | 8 798 | −10,39 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 041 105 | −4,72 | 46 902 | −1,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 003 | 0,20 | 45 | 4,65 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 000 | 0,00 | 45 | 4,65 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 25 | 1 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 119 506 | −15,09 | 5 384 | −11,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 860 | 0,05 | 264 | 3,54 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47 832 | 11,68 | 2 161 | 15,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 790 123 | −2,20 | 35 595 | 1,52 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 472 | 1,51 | 21 | 5,00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 304 769 | 3,32 | 13 769 | 7,55 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 156 | 0,00 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5 551 | −94,43 | 250 | −94,22 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 23 297 | 0,24 | 1 050 | 4,07 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 396 591 | −4,76 | 17 866 | −1,13 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 15 925 | −2,97 | 1 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 187 | −0,40 | 234 | 3,10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7 032 | 317 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 18 356 | −95,32 | 827 | −95,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 848 | 354 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 33 038 | 3,42 | 1 488 | 7,36 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 21 167 | −3,84 | 954 | −0,21 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 293 028 | 7,96 | 13 201 | 12,06 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 8 200 | −1,38 | 369 | 2,50 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9 964 | −92,06 | 456 | −91,35 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237 234 | 2,11 | 10 687 | 5,99 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 368 075 | 23,37 | 16 582 | 28,06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 340 | −32,72 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 847 | 219 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 567 | 0,71 | 26 | 4,17 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10 076 | 0,00 | 454 | 3,66 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8 960 | 0,10 | 404 | 3,87 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4 859 | −36,25 | 219 | −33,94 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 11 135 | −24,57 | 502 | −21,72 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 349 541 | 4,18 | 15 747 | 8,15 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 208 700 | 78,36 | 9 402 | 85,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 911 | 56,03 | 401 | 60,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67 859 | 7,25 | 3 057 | 11,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 200 521 | −76,92 | 9 033 | −76,04 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6 379 | −3,08 | 287 | 0,70 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 77 675 | 14,68 | 3 499 | 19,05 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 456 | 21 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 86 892 | −5,01 | 3 914 | −1,41 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 958 | 16,80 | 944 | 21,34 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 263 672 | 3,37 | 11 857 | 7,98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 889 | 0,00 | 85 | 4,94 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41 290 | 178,65 | 1 860 | 189,27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 65 986 | −40,44 | 2 973 | −38,19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 019 | 0,00 | 226 | 4,15 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 910 | 62,50 | 41 | 66,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 140,00 | 1 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4 014 | 0,00 | 181 | 3,45 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 202 | 9 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 254 997 | 9,44 | 11 488 | 13,60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 59 787 | 1,75 | 2 693 | 5,61 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 25 228 | 0,01 | 1 137 | 3,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 61 380 | 3,28 | 2 765 | 7,21 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 371 370 | 1,92 | 16 730 | 5,79 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 53 025 | −0,27 | 2 389 | 3,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 976 | −20,96 | 359 | −17,85 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 253 388 | −49,13 | 11 | −47,62 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6 220 | −24,01 | 280 | −21,13 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 068 | 233 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 639 | 0,00 | 29 | 3,70 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 000 | 0,00 | 225 | 3,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 926 911 | −18,11 | 131 857 | −15,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 664 | −10,01 | 480 | −6,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 654 | −97,02 | 300 | −96,91 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 123 594 | −13,54 | 5 568 | −10,25 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6 432 | −61,32 | 290 | −59,92 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 347 | 0,00 | 16 | 0,00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 9 750 | −42,03 | 439 | −39,78 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 853 | 211 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 12 220 | −90,54 | 551 | −90,19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 215 | 0,00 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7 741 | 0,40 | 349 | 4,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 107 892 | 40,20 | 4 875 | 44,67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6 926 | −77,84 | 312 | −76,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 102 935 | 32,97 | 4 637 | 38,05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12 725 | −9,32 | 573 | −5,91 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 30 601 | 2,06 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 336 349 | −2,02 | 15 161 | 1,75 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 83 038 | −8,09 | 3 741 | −4,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 014 | 271 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 740 | 1,44 | 304 | 5,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 000 | 50,00 | 135 | 56,98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77 463 | 239,30 | 3 490 | 249,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 231 344 | −12,58 | 235 672 | −9,25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 188 030 | 3,92 | 8 471 | 7,87 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 173 847 | −3,13 | 7 832 | 0,55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 795 | −5,19 | 937 | −1,58 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15 632 | 87,68 | 1 | |||||
| 2025-05-12 | 13F | Covestor Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8 684 | −74,35 | 391 | −73,38 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 5 361 | −14,59 | 242 | −11,40 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 615 | 98,68 | 523 | 106,72 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56 141 | 11,98 | 2 529 | 16,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40 534 | 23,86 | 1 826 | 28,59 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 122 228 | −49,09 | 5 506 | −47,16 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18 240 | 5,37 | 822 | 9,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 | −93,07 | 11 | −92,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 95 785 | −14,41 | 4 315 | −11,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 127 288 | 9,03 | 5 734 | 13,19 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 12 006 | −1,15 | 541 | 2,47 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 4 994 | −91,53 | 225 | −91,24 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 157 184 | −1,49 | 7 081 | 2,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116 113 | −59,01 | 5 | −58,33 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7 695 | 347 | ||||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 104 242 | −8,84 | 49 746 | −5,37 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 4 823 | 1,34 | 217 | 5,34 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 28 807 | 5,60 | 1 298 | 9,64 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 99 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 568 | −38,53 | 26 | −37,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588 855 | 7,72 | 26 528 | 11,82 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7 448 | 0,07 | 336 | 3,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 138 769 | 20,71 | 6 252 | 25,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 326 238 | 14,34 | 14 697 | 18,69 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 381 721 | 0,50 | 17 197 | 4,33 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 494 862 | −1,79 | 22 | 4,76 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7 256 | 327 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 861 | 1,53 | 39 | 5,56 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 20 882 | −5,46 | 941 | −1,88 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 000 | 0,00 | 225 | 3,69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 744 | −8,10 | 1 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 598 | 27 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 19 934 | −2,35 | 898 | 1,35 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 941 | −54,32 | 223 | −52,67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 847 | 263 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 528 | −19,23 | 114 | −16,30 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 9 050 | 0,00 | 408 | 3,83 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 15 540 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 88 453 | −29,09 | 3 985 | −26,40 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 66 233 | −3,40 | 2 984 | 0,27 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 945 | −21,18 | 43 | −19,23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45 350 | −9,63 | 2 043 | −6,16 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36 356 | 1 991,83 | 1 638 | 2 082,67 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 924 | 0,00 | 42 | 2,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 245 492 | −14,13 | 11 059 | −10,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 360 | −12,79 | 332 | −9,56 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8 234 | −93,81 | 371 | −93,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34 416 | 2,73 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 919 | −12,86 | 222 | −3,90 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 169 033 | 7 615 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 970 | 85,86 | 179 | 93,48 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 786 | 3,16 | 486 | 7,06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21 691 | 5,10 | 977 | 9,16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 100 254 | −76,85 | 4 516 | −75,97 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 743 594 | 4,90 | 33 499 | 8,89 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 015 | 1,51 | 4 416 | 5,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 418 467 | −10,54 | 18 852 | −7,14 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3 090 | −13,93 | 139 | −10,32 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 19 760 | −39,53 | 890 | −37,24 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 225 | 0,00 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 28 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 799 | 171 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 800 | 81 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 837 | −3,21 | 128 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 580 | 1,12 | 296 | 6,86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 618 | 13,42 | 839 | 17,70 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 224 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 105 397 | 607,50 | 4 748 | 634,98 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 474 363 | −14,60 | 21 370 | −11,35 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | YANKCOM Partnership | 8 400 | 0,00 | 378 | 3,85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 466 | 201 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 639 256 | 80,69 | 15 935 | 3,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 388 | 17 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33 500 | 3,49 | 1 509 | 7,48 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 96 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 163 416 | −19,65 | 7 362 | −16,60 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 286 083 | 8,85 | 12 888 | 12,99 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6 132 | 0,00 | 276 | 3,76 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 18 438 | −11,46 | 833 | −7,75 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 380 | 0,00 | 62 | 5,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 730 | −3,07 | 619 | 0,65 | ||||
| 2025-05-14 | 13F | Royal Fund Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 13 219 | 0,00 | 596 | 3,84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18 185 | −0,75 | 819 | 3,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 952 | −26,88 | 43 | −25,00 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160 223 | −65,27 | 7 218 | −63,95 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5 650 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 116 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 434 | −27,88 | 515 | −25,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 303 988 | −35,32 | 193 895 | −32,86 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 40 681 | 6,01 | 1 833 | 10,03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 25 518 | 3,43 | 1 150 | 7,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 279 | 23,96 | 373 | 28,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 39 589 | 0,94 | 1 783 | 4,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 323 308 | −2,67 | 59 615 | 1,03 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 8 005 | −41,69 | 361 | −39,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400 563 | 54,59 | 18 045 | 60,47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 925 655 | −47,07 | 41 704 | −45,06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 214 211 | 6,76 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 41 718 | 2,41 | 1 879 | 6,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 900 | 0,37 | 1 302 | 4,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 216 882 | −36,38 | 10 | −35,71 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 71 416 | 3 217 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 556 | 0,00 | 70 | 4,48 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 47 479 | 0,00 | 2 139 | 3,79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16 625 | 18,35 | 749 | 22,82 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 21 144 | 0,27 | 953 | 4,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41 293 | 79,02 | 1 860 | 85,81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 986 | 1,11 | 270 | 5,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4 626 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 3 250 | 0,00 | 146 | 3,55 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 24 351 | −8,28 | 1 097 | −4,77 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 49 004 | −0,87 | 2 127 | −0,89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 68 | 3 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 631 646 | −0,72 | 28 456 | 3,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 396 | 0,00 | 288 | 3,97 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29 657 | 49,73 | 1 336 | 55,53 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 144 872 | −28,63 | 6 526 | −25,92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 681 121 | 3,87 | 30 685 | 7,82 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 119 253 | −32,44 | 5 372 | −29,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63 699 | 41,55 | 2 869 | 46,90 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 35 907 | −20,13 | 1 618 | −17,12 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 236 769 | 3,90 | 10 666 | 7,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 633 010 | −4,65 | 73 567 | −1,02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 309 | −44,42 | 59 | −43,14 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 351 001 | −1,17 | 15 813 | 2,59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 37 001 | 0,00 | 1 667 | 3,80 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 165 722 | 6,31 | 7 466 | 10,35 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 830 | 11,46 | 983 | 15,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12 434 | 560 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 45 572 | 9,95 | 2 053 | 14,18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 274 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 587 | 6,87 | 71 | 10,94 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6 924 | −2,45 | 312 | 0,97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 35 | −99,88 | 2 | −99,92 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20 460 | 1,57 | 922 | 5,38 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 750 | 14,81 | 349 | 19,52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9 088 | 0,00 | 409 | 3,81 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53 155 | 0,27 | 2 435 | 7,03 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34 896 | 1 572 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 598 | 2,86 | 928 | 6,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20 844 | 14,89 | 939 | 19,31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 525 469 | −18,02 | 23 672 | −14,90 |
Other Listings
| MX:IHDG |
