Grundläggande statistik
| Institutionella ägare | 232 total, 232 long only, 0 short only, 0 long/short - change of 7,37% MRQ |
| Genomsnittlig portföljallokering | 0.0691 % - change of 3,23% MRQ |
| Institutionella aktier (lång) | 8 876 306 (ex 13D/G) - change of 0,72MM shares 8,88% MRQ |
| Institutionellt värde (lång) | $ 312 052 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (US:IRBO) har 232 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 8,876,306 aktier. Största aktieägare inkluderar Morgan Stanley, Wharton Business Group, LLC, Bank Of America Corp /de/, Ameriprise Financial Inc, LPL Financial LLC, TD Waterhouse Canada Inc., UBS Group AG, Advisor Group Holdings, Inc., Raymond James Financial Inc, and Jones Financial Companies Lllp .
iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (ARCA:IRBO) 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%.
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 | Hudock, Inc. | 26 792 | 10,49 | 1 098 | 44,09 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8 634 | 354 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 892 | −9,69 | 78 | 18,46 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 973 | 655 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 277 | −30,29 | 273 | −3,89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 125 | 21,62 | 46 | 58,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | −44,54 | 41 | −28,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 087 | −2,05 | 701 | 27,74 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 60 | 0,00 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 572 | 4,38 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 200 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56 879 | 21,01 | 2 332 | 57,78 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 13 000 | 0,00 | 533 | 30,64 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 224 | 0,00 | 91 | 31,88 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 126 | 0,00 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 429 | −49,94 | 18 | −34,62 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 380 | 71,76 | 185 | 130,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 179 | 0,00 | 7 | 40,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 287 | 19,24 | 94 | 52,46 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 599 | 0,00 | 148 | 30,09 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 23 350 | −0,76 | 957 | 29,32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 53 558 | −5,64 | 2 196 | 22,97 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1 243 | 0,00 | 43 | 19,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95 032 | −16,11 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48 347 | −7,11 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 506 | 0,00 | 21 | 33,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | −25,93 | 12 | −7,69 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 31 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33 265 | −15,58 | 1 364 | 10,01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 735 | 245 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 162 | 0,00 | 89 | 31,34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 394 | 12,03 | 1 164 | 46,05 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 110 | −6,72 | 87 | 21,13 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 6 530 | 0,00 | 208 | 0,98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 093 | 0,00 | 127 | 29,90 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 19 940 | 0,00 | 818 | 30,30 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 294 | 217 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 428 | 0,00 | 305 | 30,47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 26 808 | 10,21 | 1 099 | 43,66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 075 | 208 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 163 | 0,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 441 | 64,66 | 592 | 115,27 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 670 | 273 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 522 | 0,00 | 21 | 31,25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 824 | 239 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 256 | 92 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67 888 | 0,31 | 2 783 | 30,78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 4 053 | −93,33 | 166 | −92,63 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 367 | 13,47 | 589 | 25,59 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 740 | 4,93 | 645 | 36,94 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 116,67 | 1 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 966 302 | 13,37 | 40 | 50,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 718 | 316 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 221 | −42,32 | 1 239 | −24,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32 979 | 3,86 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6 154 | −58,48 | 252 | −45,92 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 849 | −15,23 | 527 | 10,50 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 165 | 0,00 | 7 | 20,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 926 | 9,80 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 441 | 0,00 | 18 | 38,46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 920 | −16,67 | 325 | 8,72 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 233 | 10 | ||||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 126 | −0,79 | 5 | 66,67 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 852 | 35 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 336 | 14 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 210 | 0,00 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 683 | −7,30 | 151 | 21,77 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 460 | 0,00 | 19 | 28,57 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 143 | 0,00 | 6 | 25,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16 014 | 148,28 | 657 | 224,75 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 23 398 | −1,26 | 959 | 28,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 12,57 | 8 | 60,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6 669 | −5,55 | 273 | 22,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230 740 | 111,31 | 9 321 | 171,40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 18 415 | 755 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40 059 | −66,22 | 1 642 | −55,97 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 10 000 | 0,00 | 410 | 30,57 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 908 | −0,23 | 488 | 30,13 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Matisse Capital | 12 961 | −2,48 | 531 | 27,03 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 040 | 84 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22 418 | 2,28 | 919 | 33,38 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 818 | 75 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 38 329 | −1,11 | 1 571 | 28,88 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16 532 | 678 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6 023 | 47,84 | 247 | 92,19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 909 | 0,00 | 78 | 30,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88 977 | −0,39 | 3 648 | 29,87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 658 | 1,62 | 314 | 30,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 281 | 258 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12 107 | −56,16 | 496 | −42,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 928 | 36,20 | 161 | 78,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 543 679 | −15,52 | 22 291 | 10,13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 156 | 0,00 | 6 | 50,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 160 | 0,00 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 215 591 | 71,74 | 8 839 | 123,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142 775 | 566,43 | 5 854 | 769,69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 244 | −33,88 | 10 | −9,09 | ||||
| 2025-08-13 | 13F | Natixis | 4 172 | 172 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 224 | 4,71 | 91 | 37,88 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37 245 | −4,10 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 294 | 0,00 | 299 | 30,57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44 860 | −81,61 | 1 839 | −76,02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67 | 272,22 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 4 998 | −83,28 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 024 | −26,08 | 83 | −4,65 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 639 | 26 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 228 | 5,56 | 9 | 50,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 124 878 | 21,89 | 5 120 | 58,88 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13 931 | −2,23 | 571 | 27,46 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 300 | 53 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 234 | 51 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 812 | −1,32 | 361 | 28,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 544 | −1,86 | 227 | 28,25 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 249 | 24,42 | 338 | 62,50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 150 | 50,00 | 6 | 100,00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1 100 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 009 | −7,95 | 246 | 20,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 97 797 | 3,91 | 4 010 | 35,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 819 | 4,08 | 1 346 | 35,72 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 17 000 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 448 | 4,92 | 18 | 38,46 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 333 | 0,00 | 12 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 75 | 3 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 636 | 1,23 | 764 | 31,95 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 162 | 0,00 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 591 | 352 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 698 | −22,53 | 29 | 0,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 11 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 336 | 73,48 | 2 597 | 126,13 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16 925 | 58,55 | 1 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41 685 | 2,57 | 1 709 | 33,72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 042 | −10,99 | 76 | 4,17 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 731 | 399 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 655 | 0,00 | 355 | 30,15 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 30 735 | 0,00 | 1 260 | 30,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 558 | 4,59 | 187 | 35,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 715 518 | 109,49 | 29 318 | 172,82 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 15 507 | 90,55 | 636 | 149,02 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20 158 | 17,98 | 833 | 54,93 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 457 | 0,00 | 19 | 28,57 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 387 | 0,00 | 16 | 25,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 261 | 104,06 | 93 | 170,59 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 9 354 | 384 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 140 | −33,33 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 297 | 0,00 | 12 | 33,33 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 200 | 0,00 | 49 | 32,43 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 55 | 0,00 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 178 | 1 179,52 | 827 | 1 587,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 280 336 | 28,63 | 52 494 | 67,68 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 147 | 0,00 | 6 | 50,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 314 996 | 0,83 | 12 720 | 28,29 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 752 | −3,67 | 400 | 25,47 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 31 126 | 41,74 | 1 276 | 84,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 380 | −10,18 | 344 | 17,06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4 479 | 4 821,98 | 184 | 9 050,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 400 | 0,00 | 16 | 33,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32 800 | 662,79 | 1 345 | 895,56 | |||
| 2025-08-14 | 13F | Royal Bank Of Canada | 143 082 | 9,67 | 5 867 | 42,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84 858 | 189,25 | 3 479 | 277,33 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 514 | −61,56 | 21 | −50,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 547 | 0,00 | 22 | 29,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107 227 | 1,65 | 4 396 | 32,53 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 15 500 | 636 | 150,00 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18 646 | 3,10 | 765 | 34,51 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 222 | 205,69 | 132 | 300,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 419 | 0,00 | 99 | 30,26 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 10 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 290 | 0,00 | 12 | 22,22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 168 | −59,21 | 458 | −46,92 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 28 902 | 0,87 | 1 185 | 31,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 149 818 | 35,84 | 6 089 | 73,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 850 544 | 26,06 | 34 872 | 64,34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Herbst Group, Llc | 5 000 | 205 | ||||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 5 000 | 205 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 75 132 | −2,38 | 3 080 | 27,27 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 8 923 | −31,71 | 281 | −35,03 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5 525 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 747 | 73,35 | 1 835 | 126,14 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 20 255 | 23,85 | 830 | 61,48 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6 496 | 266 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 368 | 0,00 | 15 | 36,36 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 150 | 0,00 | 6 | 50,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 131 | 210 | ||||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12 335 | 21,73 | 499 | 64,36 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | −27,66 | 14 | −6,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 56 042 | 5,36 | 2 298 | 37,38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 068 | 0,00 | 126 | 30,21 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 462 | 0,00 | 60 | 31,11 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90 407 | 3 707 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 6 972 | 0,00 | 286 | 30,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 293 087 | −19,99 | 12 017 | 4,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 142 | 129,09 | 252 | 153,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 504 | 86,12 | 3 655 | 144,48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 718 | −1,09 | 111 | 46,05 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 17 | −5,56 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 055 | 0,00 | 43 | 30,30 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39 246 | 17,84 | 1 609 | 53,68 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1 591 | −11,71 | 65 | 16,07 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14 561 | 2,23 | 597 | 33,56 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 60 | −96,70 | 2 | −96,49 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 260 | 0,00 | 11 | 25,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 637 | 0,00 | 67 | 31,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 042 | −9,11 | 166 | 0,61 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5 518 | 226 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 39 031 | 5,62 | 1 600 | 37,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 696 | 0,00 | 29 | 33,33 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 90 563 | 3 713 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 108 011 | 12,60 | 4 428 | 46,82 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 322 | 13 | ||||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 458 | 0,00 | 19 | 28,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 771 | 0,00 | 319 | 30,33 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 817 | 0,00 | 33 | 32,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 262 | 257 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 322 | 0,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 95 | −17,39 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 274 | 12,53 | 380 | 46,72 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 28 568 | 6,66 | 1 208 | 55,74 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 | 900,00 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 10 356 | 0,00 | 425 | 30,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 092 | 0,40 | 496 | 30,87 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 2 700 | 0,00 | 111 | 30,95 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 200 | 0,00 | 8 | 33,33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26 929 | −6,60 | 1 104 | 21,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 429 | −13,71 | 59 | 11,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 619 | −1,43 | 107 | 28,92 |
