Grundläggande statistik
| Institutionella ägare | 213 total, 213 long only, 0 short only, 0 long/short - change of −2,28% MRQ |
| Genomsnittlig portföljallokering | 0.1736 % - change of 17,74% MRQ |
| Institutionella aktier (lång) | 3 600 546 (ex 13D/G) - change of −0,18MM shares −4,70% MRQ |
| Institutionellt värde (lång) | $ 436 263 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Micro-Cap ETF (US:IWC) har 213 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,600,546 aktier. Största aktieägare inkluderar 1832 Asset Management L.P., Bank Of America Corp /de/, CI Private Wealth, LLC, Morgan Stanley, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Bank Of Montreal /can/, Halbert Hargrove Global Advisors, Llc, Chicago Partners Investment Group LLC, Wells Fargo & Company/mn, and UBS Group AG .
iShares Trust - iShares Micro-Cap ETF (ARCA:IWC) 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 10, 2025 is 143,67 / share. Previously, on September 11, 2024, the share price was 118,63 / share. This represents an increase of 21,11% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 9 368 | −7,32 | 1 196 | 6,60 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 3 004 | −14,37 | 383 | −1,54 | ||||
| 2025-05-01 | 13F | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 389 | −23,06 | 305 | −11,63 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 676 | 0,00 | 86 | 16,22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 86 773 | −5,28 | 11 077 | 9,03 | ||||
| 2025-05-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 090 | 0,00 | 267 | 15,15 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 3 815 | 0 | ||||||
| 2025-04-22 | 13F | Tassel Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 33 340 | −3,03 | 4 256 | 11,15 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 6 078 | −28,81 | 776 | −18,08 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 590 | 0,00 | 331 | 14,98 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 316 | 0,03 | 423 | 15,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 26 | 0,00 | 3 | 50,00 | ||||
| 2025-04-07 | 13F | O'Connor Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 192 | 0,52 | 24 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 | −99,94 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5 816 | −36,46 | 742 | −26,90 | ||||
| 2025-05-01 | 13F | IFC Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 209 | 0,00 | 27 | 13,04 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 449 | 54 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 605 | 205 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 1 600 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 30 111 | 2,35 | 3 844 | 17,78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 322 | −5,08 | 679 | 9,34 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 2 000 | 0,00 | 255 | 15,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133 371 | −2,03 | 17 026 | 12,76 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 2 947 | 0,00 | 376 | 15,34 | ||||
| 2025-05-01 | 13F | Rice Hall James & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 640 | 0,00 | 82 | 15,71 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 11 971 | 1 475 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 35 | 0,00 | 4 | 33,33 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 206 | 53,17 | 537 | 76,32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 970 | 1,29 | 1 145 | 16,60 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 825 | 0,00 | 105 | 15,38 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 925 | −3,70 | 629 | 11,55 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 968 | 1 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 897 | −16,57 | 497 | −4,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 823 | −4,55 | 1 511 | 9,89 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 3 810 | 0,00 | 486 | 15,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 398 | −14,44 | 178 | −1,66 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 63 | 53,66 | 8 | 100,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9 263 | −3,68 | 1 183 | 10,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13 902 | −7,53 | 2 | 0,00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 2 837 | 0,00 | 362 | 15,29 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 958 | −43,38 | 250 | −34,73 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1 897 | 0,00 | 242 | 15,24 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 158 | 0,00 | 20 | 17,65 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 11 062 | −2,45 | 1 412 | 12,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 375 | 0,00 | 48 | 14,63 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 658 | 0,30 | 84 | 15,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 321 | −59,24 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 65 | 0,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 5 627 | 0,00 | 718 | 15,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19 009 | −0,04 | 2 427 | 15,03 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 2 377 | 303 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 235 | 0,00 | 30 | 15,38 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 9 784 | −19,46 | 1 249 | −7,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 647 | 37,37 | 83 | 57,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 500 | −2,32 | 958 | 12,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 146 444 | 28,05 | 18 695 | 47,40 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 23 476 | −0,45 | 2 997 | 14,57 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 223 | 6,77 | 1 816 | 22,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 383 | −0,05 | 850 | 19,92 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 307 | 0,00 | 167 | 15,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2 824 | 79,42 | 361 | 106,90 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 400 | 0,00 | 51 | 15,91 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 9 939 | 0,26 | 1 269 | 15,38 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 366 | 0,00 | 47 | 15,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 1 887 | −17,45 | 247 | −2,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 578 | 0,87 | 74 | 15,87 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 003 | 0,00 | 383 | 15,02 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 145 | −43,00 | 402 | −34,48 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 92 149 | −8,91 | 11 764 | 4,84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 | −99,27 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 701 | 0,00 | 104 | 33,77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 735 | 0,00 | 94 | 14,81 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 35 249 | 606,11 | 4 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 620 | 207 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 948 | 23,12 | 8 291 | 41,73 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 382 | 0,00 | 49 | 14,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133 | 17 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 333 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 699 | −39,76 | 728 | −30,70 | ||||
| 2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A Shares | 16 220 | 2 649,15 | 2 071 | 3 084,62 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 4 000 | 0,00 | 511 | 15,12 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 4 085 | 521 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 100,00 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 817 | 232 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 395 | −42,48 | 689 | −33,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 300 | −0,99 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 350 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 5 704 | −28,01 | 728 | −17,08 | ||||
| 2025-08-08 | 13F | Creative Planning | 55 009 | −9,05 | 7 022 | 4,70 | ||||
| 2025-07-29 | NP | NKMCX - North Square Kennedy MicroCap Fund Class I | 826 | 99 | ||||||
| 2025-05-13 | 13F | Kennedy Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 87 859 | −2,55 | 11 216 | 12,17 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 14 637 | 1 869 | ||||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 172 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 371 | −1,61 | 813 | 13,23 | ||||
| 2025-05-01 | 13F | Mutual Of America Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 194 | 0,00 | 25 | 14,29 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 47 452 | −21,28 | 6 058 | −9,39 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4 649 | 1 | ||||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 79 | 0,00 | 10 | 25,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 730 | 0,00 | 93 | 16,25 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 692 | 22,66 | 471 | 41,44 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57 197 | −7,93 | 7 302 | 5,98 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 285 | 292 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 120 | −84,22 | 271 | −84,58 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 168 | 0,00 | 21 | 16,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 400 | 9,68 | 434 | 26,53 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 030 | −25,14 | 3 706 | −13,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 944 | 87,84 | 1 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 927 | −6,36 | 118 | 8,26 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 438 | −0,15 | 439 | 14,96 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 20 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27 649 | −5,00 | 3 530 | 9,32 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 46 540 | −1,13 | 5 941 | 13,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 202 001 | −12,26 | 25 787 | 0,99 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 18 325 | 4,59 | 2 339 | 20,38 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 89 | 0,00 | 11 | 22,22 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 4 418 | −2,00 | 564 | 12,83 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 14 629 | −17,10 | 1 868 | −4,60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 987 | 0,00 | 1 020 | 15,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 43 594 | −15,52 | 5 565 | −2,74 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 17 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 26 080 | −11,93 | 3 329 | 1,37 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 773 | 0,00 | 354 | 15,31 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Smithfield Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 317 | −1,46 | 2 466 | 13,43 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 020 | 0,00 | 258 | 14,73 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 287 | 0,00 | 292 | 15,02 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2 377 | 303 | ||||||
| 2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 35 385 | 0,00 | 4 517 | 15,11 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 70 | 0,00 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 813 | −18,74 | 2 019 | −6,49 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 462 | 9,36 | 1 080 | 24,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 049 | 0,00 | 134 | 14,66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 23 274 | −0,86 | 2 971 | 14,14 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 4 993 | 0,00 | 637 | 15,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50 599 | 6 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 58 631 | −2,98 | 7 759 | 27,75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 14 421 | 0,15 | 1 841 | 15,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72 443 | −8,32 | 9 248 | 5,53 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2 050 | 5,13 | 262 | 20,83 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 944 | 0,00 | 121 | 15,38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 143 | 0,00 | 18 | 20,00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 20 887 | 19,57 | 2 666 | 37,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 899 | −2,72 | 625 | 12,01 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17 639 | −18,56 | 2 252 | −6,29 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13 306 | 14,99 | 1 699 | 32,35 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 656 | −14,41 | 594 | −1,49 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 13 830 | −6,11 | 1 766 | 8,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 184 820 | −17,36 | 23 594 | −4,87 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 47 340 | −14,75 | 6 043 | −1,87 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 6 072 | 775 | ||||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 116 | 0,00 | 525 | 15,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 413 | 0,00 | 53 | 15,56 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 12 090 | 9,04 | 1 543 | 25,55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 246 | 287 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 096 | 0,02 | 651 | 15,04 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 86 | −98,79 | 11 | −98,73 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3 185 | 407 | ||||||
| 2025-04-23 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 536 | 0,00 | 196 | 31,54 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 186 | −3,63 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 498 | 0,20 | 702 | 15,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 215 | 666 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 5 748 | −7,81 | 734 | 6,08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 891 | 0,00 | 114 | 15,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 | −99,62 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 762 | −5,52 | 225 | 8,74 | ||||
| 2025-08-25 | NP | TETAX - RBC Enterprise Fund A Shares | 12 660 | −6,01 | 1 616 | 8,24 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 428 | 0,00 | 310 | 14,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 166 967 | −7,78 | 21 315 | 6,15 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 175 | −10,31 | 278 | 3,36 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 047 | 0,00 | 644 | 15,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 161 | 21 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6 200 | 791 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 47 097 | 159,09 | 6 012 | 198,21 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1 735 | 221 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 659 | 212 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | −33,33 | 0 | |||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2 067 | 0,00 | 264 | 14,85 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 41 306 | 0,26 | 5 273 | 15,41 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 59 260 | 0,00 | 8 | 16,67 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2 050 | 0,00 | 262 | 14,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 502 | 20,54 | 7 851 | 38,76 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 1 865 | −12,77 | 238 | 0,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 200 | 343,90 | 2 323 | 411,67 | |||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 1 863 | 0,16 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | −93,18 | 1 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 015 | −70,36 | 768 | −65,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 150 | 0,00 | 19 | 18,75 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 2 225 | 0,14 | 284 | 15,45 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 20 181 | 0,00 | 2 576 | 15,10 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Next Capital Management LLC | 3 123 | 0,00 | 399 | 15,03 | ||||
| 2025-05-08 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41 561 | −9,05 | 5 306 | 4,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 1 831 | 0,00 | 234 | 14,78 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 17 430 | 2 225 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 406 | 0,00 | 52 | 13,33 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 347 | −6,53 | 300 | 7,55 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 11 111 | −11,75 | 1 418 | 1,58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 47 | −11,32 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | FIL Ltd | 4 223 | 0,00 | 539 | 15,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 754 | 0,00 | 96 | 15,66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 308 | 0,00 | 39 | 14,71 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 89 990 | 0,90 | 12 370 | 24,62 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 62 283 | −1,49 | 7 951 | 13,39 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 14 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1 770 | −54,32 | 226 | −47,55 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 21 464 | −6,63 | 2 740 | 7,49 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30 | 328,57 | 4 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 882 | −15,36 | 368 | −2,65 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 547 | 0,07 | 1 729 | 15,19 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 79 | 0,00 | 10 | 25,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 55 | −21,43 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 541 921 | −0,73 | 69 182 | 14,27 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 65 | 0,00 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 1 865 | 238 |
