Grundläggande statistik
| Institutionella ägare | 202 total, 202 long only, 0 short only, 0 long/short - change of 5,73% MRQ |
| Genomsnittlig portföljallokering | 0.6995 % - change of 0,95% MRQ |
| Institutionella aktier (lång) | 8 162 579 (ex 13D/G) - change of 0,14MM shares 1,69% MRQ |
| Institutionellt värde (lång) | $ 1 196 064 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Top 200 ETF (US:IWL) har 202 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 8,162,579 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Tompkins Financial Corp, Gilbert & Cook, Inc., Richmond Investment Services, LLC, Ameriprise Financial Inc, Lido Advisors, LLC, LPL Financial LLC, FreeGulliver LLC, and McKinley Carter Wealth Services, Inc. .
iShares Trust - iShares Russell Top 200 ETF (ARCA:IWL) 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 163,53 / share. Previously, on September 16, 2024, the share price was 137,73 / share. This represents an increase of 18,73% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 188 | 335 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 204 525 | 9,66 | 31 317 | 22,19 | ||||
| 2025-04-29 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 150 | 0,00 | 23 | 10,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 140 | 0,00 | 21 | 10,53 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 2 860 | −3,44 | 438 | 7,37 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 134 450 | 48,15 | 20 587 | 65,08 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 327 | 0,00 | 203 | 11,54 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 53 | 2 550,00 | 8 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 640 | 0,00 | 98 | 11,49 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 400 | 214 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3 372 | 516 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 95 073 | 70,76 | 14 558 | 90,29 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14 716 | −0,42 | 2 253 | 10,99 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 325 | 356 | ||||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 660 | 292,86 | 101 | 339,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55 278 | 2,70 | 8 464 | 14,44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14 | 0,00 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 767 | 0,00 | 117 | 11,43 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 37 911 | 20,66 | 5 209 | 12,19 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 62 014 | 0,54 | 9 496 | 12,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 127 | 0,00 | 19 | 11,76 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3 446 | −46,16 | 528 | −40,05 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 811 | 0,06 | 277 | 11,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 689 | 0,05 | 871 | 11,52 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 814 | 3,59 | 1 043 | 15,50 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3 427 | 525 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 949 | 298 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 075 | −16,38 | 1 390 | −6,84 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 68 | −92,08 | 10 | −91,94 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 531 477 | 2,86 | 81 380 | 14,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 85 | 0,00 | 13 | 18,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18 738 | 13,43 | 2 869 | 26,39 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 773 | 0,52 | 3 640 | 12,03 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 1 638 | −44,25 | 251 | −37,97 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 385 | −15,57 | 59 | −6,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 204 | 0,00 | 31 | 10,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24 156 | −15,22 | 3 699 | −5,54 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 37 077 | −0,25 | 5 876 | 15,06 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 62 014 | 0,54 | 9 496 | 12,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 734 | −0,48 | 3 022 | 10,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 126 428 | −0,82 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 473 | 226 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 34 | 5 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 773 | 8,81 | 2 875 | 21,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 123 | 0,00 | 19 | 12,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 553 806 | −3,96 | 84 799 | 7,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 492 | 1 607 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 200 | 0,00 | 31 | 11,11 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7 019 | 1 075 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 292 | 45 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 24 788 | −9,19 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1 785 | 273 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 92 960 | 0,21 | 14 234 | 11,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 855 | −35,39 | 2 146 | −27,19 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 773 | 1 343 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6 735 | 673 400,00 | 1 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 1 638 | 251 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 227 | −28,39 | 4 475 | −20,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 467 | −15,24 | 1 603 | −5,54 | ||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 44 558 | −3,76 | 7 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 275 | 0,00 | 348 | 11,54 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 856 | −0,59 | 2 734 | 10,78 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 713 | 4,91 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 121 728 | −19,75 | 18 639 | −10,57 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 74 353 | 1,33 | 11 385 | 12,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 680 | 0,00 | 104 | 11,83 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3 157 | 0,03 | 483 | 11,55 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 640 | 0,31 | 98 | 11,49 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 2 255 | 0,22 | 345 | 11,65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 7 783 | 1 192 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 22 043 | 18,65 | 3 375 | 32,25 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 55 | 0,00 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 931 | 25,47 | 296 | 39,15 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 2 417 | −46,93 | 370 | −40,80 | ||||
| 2025-08-14 | 13F | George Kaiser Family Foundation | 134 450 | 48,15 | 20 587 | 65,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 790 | −5,17 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 91 536 | −2,43 | 12 261 | 2,81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85 163 | 23,29 | 13 | 44,44 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7 875 | 59,03 | 1 206 | 77,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 264 | −5,64 | 653 | 5,16 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 239 874 | 8,93 | 36 730 | 21,39 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 14 267 | −1,16 | 2 184 | 10,14 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 536 | −1,11 | 82 | 10,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 209 | 0,50 | 338 | 11,92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 226 | 45,32 | 494 | 61,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19 588 | −66,66 | 2 999 | −62,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 670 | 12,69 | 1 787 | 25,67 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 1 446 | 221 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 375 | 5,68 | 2 048 | 17,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 575 | −2,85 | 1 313 | 8,25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19 353 | 2,85 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 2 380 | 0,00 | 364 | 11,31 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11 158 | −1,71 | 1 709 | 9,56 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 15 310 | 10,03 | 2 344 | 22,59 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 929 | 0,00 | 602 | 11,50 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 54 587 | −15,51 | 8 358 | −5,85 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 2 546 | −6,16 | 390 | 4,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 801 | 0,00 | 276 | 11,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58 623 | 212,61 | 8 978 | 248,39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 501 | 550 000,00 | 842 | |||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 6 000 | 0,00 | 919 | 11,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 919 | 3,46 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 646 | −76,86 | 99 | −74,41 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM Large Cap Index Portfolio Class ADV | 67 389 | 22,32 | 10 319 | 36,30 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 18 986 | −0,35 | 2 907 | 11,04 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4 028 | 1,08 | 617 | 12,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359 193 | 2,74 | 54 820 | 13,97 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100 | 0,00 | 15 | 15,38 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 805 | 0,00 | 276 | 11,29 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 43 | −77,49 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 507 | 3,88 | 537 | 15,77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 77 744 | −2,26 | 11 904 | 8,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 602 | −57,64 | 92 | −52,82 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 895 | 20,36 | 875 | 29,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 19 554 | −84,37 | 2 994 | −82,58 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 23 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 259 | −16,18 | 40 | −7,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14 670 | 20,39 | 2 246 | 34,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 102 991 | −59,26 | 15 770 | −54,60 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 914 | −48,76 | 5 805 | −42,91 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2 414 | −0,17 | 370 | 11,14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 309 665 | 0,56 | 47 416 | 12,06 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 700 | 0,00 | 260 | 11,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 837 | 48,85 | 434 | 66,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 971 | 0,00 | 149 | 11,28 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1 453 | 222 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 615 837 | 4,96 | 94 297 | 16,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46 | 7 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 537 | −2,72 | 82 | 9,33 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 38 418 | −0,09 | 5 883 | 11,34 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 4 525 | −0,07 | 693 | 11,25 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 369 | 0,00 | 57 | 12,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 324 | 17,82 | 49 | 32,43 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 24 455 | −8,55 | 3 745 | 1,91 | ||||
| 2025-05-08 | 13F | First National Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 376 570 | 104,05 | 57 660 | 127,38 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 418 | 0,02 | 830 | 11,42 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 320 | 0,00 | 202 | 11,60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 480 | 0,00 | 73 | 12,31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 37 925 | −21,11 | 5 984 | −9,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 13 635 | −1,17 | 2 088 | 10,13 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 25 277 | −4,62 | 3 870 | 6,29 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 35 | 0,00 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 124 | −36,89 | 631 | −29,65 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 114 | −10,16 | 324 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 559 | 1,74 | 698 | 13,50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 065 | 11,62 | 284 | 5,99 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 659 | −2,83 | 867 | 8,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 27 186 | 11,58 | 4 163 | 24,35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 694 | −29,86 | 3 475 | −21,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 265 185 | −7,51 | 40 605 | 3,07 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 17 000 | 2 603 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 207 352 | −3,62 | 31 750 | 7,39 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 100 108 | 0,08 | 15 328 | 11,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 692 | 106 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 912 | −52,83 | 3 661 | −47,44 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 12 897 | −19,66 | 1 975 | −10,52 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 73 466 | 50,59 | 11 249 | 67,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 564 | 6,96 | 1 005 | 19,22 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 93 113 | −50,86 | 12 263 | −52,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 000 | 0,87 | 1 378 | 6,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 105 | −58,33 | 16 | −52,94 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 2 932 | −9,92 | 457 | 2,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36 466 | 923,18 | 5 584 | 1 041,72 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 56 | 0,00 | 9 | 14,29 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 161 | 0,00 | 25 | 9,09 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3 144 | −1,53 | 481 | 4,11 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 8 331 | 21,92 | 1 276 | 35,93 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 12 360 | 213,47 | 1 893 | 249,72 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 83 | 0,00 | 13 | 9,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 457 | −2,31 | 1 754 | 8,88 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 000 | 0,00 | 306 | 11,68 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4 829 | −4,00 | 739 | 6,95 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 500 | −10,83 | 536 | −0,74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14 229 | −0,26 | 2 179 | 11,12 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 40 600 | 6 217 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 179 041 | 27 415 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 690 954 | −0,12 | 105 799 | 11,30 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 519 | 0,00 | 539 | 11,39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 731 | 0,00 | 3 787 | 11,42 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2 291 | 54,69 | 351 | 72,41 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 130 | 0,00 | 20 | 11,76 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 14 505 | 9,76 | 2 221 | 22,37 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 204 097 | 437,01 | 31 251 | 498,45 | ||||
| 2025-04-15 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | FSC Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 55 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 172 008 | 2,24 | 26 338 | 13,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 757 | −65,31 | 2 566 | −61,35 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 383 | −44,01 | 59 | −37,63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 93 461 | 14 311 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1 604 | 0,25 | 246 | 11,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 334 | −2,46 | 1 123 | 8,62 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 47 353 | −11,12 | 7 251 | −0,96 | ||||
| 2025-04-08 | 13F/A | California State Teachers Retirement System | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2 500 | 0,00 | 383 | 11,37 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 29 252 | −0,79 | 4 479 | 10,57 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 707 | 10,70 | 261 | 23,70 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 4 600 | 0,00 | 704 | 21,38 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 21 072 | 23,63 | 3 227 | 37,75 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 052 | 1,99 | 3 836 | 13,63 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 665 | 1 634,38 | 255 | 1 853,85 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 255 | 0,00 | 345 | 11,65 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 680 | 3,03 | 104 | 15,56 |
