Grundläggande statistik
| Institutionella ägare | 293 total, 291 long only, 0 short only, 2 long/short - change of −13,27% MRQ |
| Genomsnittlig portföljallokering | 0.1114 % - change of −13,69% MRQ |
| Institutionella aktier (lång) | 25 415 414 (ex 13D/G) - change of 0,77MM shares 3,11% MRQ |
| Institutionellt värde (lång) | $ 954 580 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Global Energy ETF (US:IXC) har 293 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 25,415,414 aktier. Största aktieägare inkluderar Fisher Asset Management, LLC, Bank Of America Corp /de/, Colony Group, LLC, Morgan Stanley, Evergreen Capital Management Llc, UBS Group AG, Verger Capital Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, and Versant Capital Management, Inc .
iShares Trust - iShares Global Energy ETF (ARCA:IXC) 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 8, 2025 is 40,70 / share. Previously, on September 9, 2024, the share price was 39,87 / share. This represents an increase of 2,08% 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 | Allworth Financial LP | 484 | 30,46 | 19 | 35,71 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 192 | 0,13 | 479 | −6,45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 825 170 | 9,80 | 32 421 | 2,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 241 | 17,23 | 599 | 9,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 163 | 11,64 | 6 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 | −98,35 | 0 | −100,00 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397 461 | 130,11 | 16 | 114,29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 10 072 | −3,64 | 396 | −0,75 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 12 152 | 17,92 | 130 | −67,18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 6 007 | 236 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 489 | 0,00 | 19 | −5,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23 024 | −16,02 | 905 | −21,60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 268 | 2,56 | 1 777 | −2,09 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 134 381 | −16,56 | 5 280 | −22,08 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 77 | 2,67 | 3 | 0,00 | ||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 444 | −50,17 | 17 | −54,05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 885 | −29,82 | 231 | −34,37 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 215 | 8 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 404 | 17 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 184 | 47 | ||||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11 439 | −6,42 | 449 | −12,65 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11 227 | 0,00 | 474 | 0,42 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11 275 | −38,47 | 443 | −42,60 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 6 151 | 0,00 | 243 | −5,81 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 122 | −12,09 | 0 | |||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 0,00 | 3 | −33,33 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 65 831 | 184,42 | 2 585 | 165,84 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 761 | 32,93 | 108 | 24,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22 091 | 25,64 | 868 | 17,32 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 636 | −17,62 | 25 | −25,00 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 294 640 | 1,72 | 11 576 | −5,01 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 15 750 | 0,00 | 619 | −6,65 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 447 | −3,08 | 57 | −9,68 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 437 | 0,00 | 17 | −5,56 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 17 929 | 19,16 | 704 | 11,39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 302 | 0,00 | 248 | −6,79 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9 865 | −9,23 | 388 | −15,32 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 327 | 0,00 | 170 | −6,59 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21 498 | 9,53 | 838 | 33,87 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8 988 | 0,00 | 343 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 253 231 | −2,25 | 49 239 | −8,71 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 7 809 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 635 | 22,10 | 418 | 13,93 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 534 | 1,06 | 532 | −5,68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 389 | 0,00 | 15 | 7,14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7 093 | −14,36 | 288 | −7,12 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28 549 | −49,25 | 1 122 | −52,62 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 178 | 0,00 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 132 | 0,00 | 5 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 55 612 | −50,35 | 2 | −50,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 417 | −21,28 | 213 | −26,64 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 867 | −10,43 | 191 | −16,23 | ||||
| 2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2 389 | −26,17 | 94 | −31,62 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 429 | 0,00 | 17 | −11,11 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5 576 | −27,82 | 219 | −32,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 888 | −1,46 | 74 | −7,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 152 700 | −47,83 | 5 999 | −51,28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 12 445 | −15,92 | 489 | −21,54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27 844 | −21,99 | 1 | 0,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 15 285 | 12,10 | 1 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 351 | 0,00 | 210 | −6,67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 42 | −97,69 | 2 | −98,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253 826 | 20,57 | 9 973 | 12,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400 230 | 21,62 | 15 725 | 13,59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6 876 | −11,59 | 270 | −17,43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 37 500 | 1 473 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13 449 | 92,73 | 528 | 80,20 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 51 207 | 30,80 | 2 012 | 22,10 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30 400 | −17,91 | 1 194 | −23,31 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7 112 | 1,93 | 279 | −4,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49 681 | −5,76 | 1 952 | −12,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 719 | −27,23 | 500 | −32,11 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 661 | 0,00 | 26 | −7,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 34 374 | −19,38 | 1 351 | −24,71 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6 779 | 0,00 | 266 | −6,67 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 251 930 | −2,91 | 9 898 | −9,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 069 | −5,27 | 1 181 | −11,54 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 896 | −42,64 | 35 | −46,15 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19 727 | 0,35 | 775 | −6,17 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 21 220 | −1,60 | 849 | −6,50 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 11 979 | −50,17 | 471 | −53,51 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 372 | 0,00 | 329 | −6,82 | ||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 306 833 | 18,93 | 12 | 20,00 | ||||
| 2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 000 | 0,00 | 39 | −7,14 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 006 | −55,63 | 393 | −58,54 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 58 683 | 22,99 | 2 306 | 14,85 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8 045 | −77,02 | 316 | −78,53 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 5 947 | 0,00 | 234 | −6,80 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 14 459 | 0,00 | 568 | −6,58 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 172 | 23,59 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 299 | −0,59 | 365 | −7,12 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 607 | −16,62 | 24 | −23,33 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 49 | −51,00 | 2 | −75,00 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 | −21,05 | 1 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 454 | 3,25 | 764 | −3,54 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 13 799 | 0,00 | 542 | −6,55 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 758 | 2 153,85 | 69 | 2 200,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 241 | 0,00 | 9 | −10,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110 300 | 3,71 | 4 334 | −3,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 155 993 | 65,63 | 6 129 | 54,67 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 92 899 | 2,99 | 3 650 | −3,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37 600 | 1 477 | |||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 455 | 136 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 8 838 | 0,00 | 347 | −6,47 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 600 | 0,00 | 24 | −8,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 122 | −28,13 | 201 | −32,78 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 5 732 | 0,00 | 225 | −6,64 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 1 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6 089 | −14,64 | 245 | −9,26 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 627 | 0,00 | 25 | −7,69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 16 822 | −20,33 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 46 611 | −5,62 | 1 831 | −11,84 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 6 568 | −11,34 | 258 | −17,04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 865 | 5,18 | 1 614 | −1,71 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 46 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 11 822 | −32,35 | 464 | −36,87 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 609 | 1,84 | 24 | −8,00 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 446 | −32,44 | 332 | −36,95 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 276 501 | −2,13 | 10 864 | −8,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 370 | −23,39 | 368 | −28,40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 52 300 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 182 | 2,25 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 10 419 | 0,29 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 556 | −10,24 | 2 | −50,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 309 | 0,00 | 51 | −7,27 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 28 488 | −0,24 | 1 119 | −6,83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 162 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 193 | 0,00 | 8 | −12,50 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 452 | 0,00 | 96 | −6,80 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 7 603 | −24,66 | 299 | −23,39 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 184 | 0,00 | 50 | 8,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 469 | −34,87 | 293 | −39,21 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 133 283 | 17,90 | 5 237 | 10,12 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 34 979 | 2,52 | 1 374 | −4,25 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 29 | −79,86 | 1 | −83,33 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 141 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 381 | 251 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 158 | −6,55 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16 552 | 52,20 | 650 | 42,23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 532 | 1,72 | 21 | −4,76 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 356 | −34,20 | 14 | −36,36 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 000 | 12,99 | 39 | −7,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 004 | 92,56 | 118 | 81,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 143 153 | 4,43 | 5 624 | −2,48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 234 | −1,68 | 9 | −10,00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 13 497 | 0,00 | 514 | −7,22 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 108 873 | −2,44 | 4 278 | −8,88 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 35 150 | −1,15 | 1 381 | −7,63 | ||||
| 2025-05-15 | 13F | Insight Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 112 344 | −3,74 | 4 414 | −10,10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 051 | 1 120,18 | 159 | 1 123,08 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 91 066 | −0,14 | 3 578 | −6,75 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 5 130 | 2,72 | 202 | −4,29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36 482 | −3,56 | 1 433 | −9,93 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 006 | −4,58 | 236 | −10,98 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 036 | 0,00 | 41 | −6,98 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 20 420 | 6,66 | 802 | −0,37 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4 961 | 1,22 | 195 | −5,83 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 115 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 330 | 0,00 | 52 | −5,45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 100 | 0,00 | 200 | −6,54 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 521 687 | 13,91 | 20 497 | 6,39 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1 432 | 1,70 | 56 | −5,08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 627 | −0,61 | 64 | −7,35 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 576 | −1,09 | 1 044 | −7,61 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 281 064 | 0,18 | 11 043 | −6,43 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 78 800 | 25,88 | 3 096 | 17,58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 565 | 0,00 | 22 | −4,35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 596 807 | −1,86 | 23 449 | −8,34 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 763 | −31,72 | 266 | −36,30 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 500 | 334 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 14 560 | 0,69 | 572 | −5,92 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 100 | −58,51 | 4 | −70,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 500 | 13,87 | 727 | 6,30 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 298 170 | −4,46 | 11 715 | −10,77 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101 803 | 11,26 | 4 004 | 3,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 111 730 | −1,34 | 4 390 | −7,87 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 288 461 | −0,81 | 11 334 | −7,36 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MA Private Wealth | 13 328 | −90,24 | 524 | −90,90 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 300 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38 000 | 1,11 | 1 493 | −5,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 919 | 4,90 | 311 | −1,89 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 54 222 | −10,11 | 2 130 | −16,04 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 53 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 25 833 | 140,84 | 1 015 | 124,83 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 000 | −1,23 | 314 | −7,65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5 508 | −10,58 | 216 | −16,60 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 990 | 0,00 | 39 | −7,32 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 304 | 0,00 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 899 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 20 164 | −2,02 | 792 | −8,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 109 623 | 6,38 | 4 307 | −0,65 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 047 | 0,00 | 80 | −6,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 58 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 14 161 | 0,00 | 556 | −6,55 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 607 | −25,45 | 228 | −28,16 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 369 | −15,79 | 1 272 | −21,40 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 323 | −16,11 | 131 | −5,11 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 404 | 0,00 | 16 | −6,25 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 158 813 | 544,25 | 6 240 | 501,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 398 | −28,25 | 134 | −26,11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17 299 | −14,41 | 680 | −20,12 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 774 | 12,16 | 305 | 4,81 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32 169 | −0,50 | 1 264 | −7,13 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 034 | 74,07 | 41 | 66,67 | ||||
| 2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 244 | 10 | ||||||
| 2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 602 | 1,86 | 534 | −5,32 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 109 | −10,22 | 279 | −16,22 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 458 429 | 8,23 | 18 012 | 1,08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33 864 | −3,13 | 1 | 0,00 | ||||
| 2025-04-15 | 13F | Collier Financial | 940 | −97,75 | 40 | −97,55 | ||||
| 2025-04-24 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 356 | 0,00 | 53 | −7,02 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 855 352 | −3,61 | 33 607 | −9,98 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 407 | 37,31 | 370 | 28,13 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 12 533 974 | 14,89 | 492 460 | 7,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 23 | 0,00 | 1 | |||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 21 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 222 | 1,50 | 48 | −4,00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 10 000 | 0,00 | 393 | −6,67 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 152 | 0,00 | 6 | 0,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 638 | 0,00 | 25 | −3,85 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 440 | −55,15 | 96 | −54,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 619 | −27,55 | 1 321 | −32,38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53 286 | −60,69 | 2 094 | −63,29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5 033 | −30,39 | 198 | −35,20 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 6 296 | 18,06 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5 658 | 229 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 617 | 0,00 | 24 | −4,00 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 8 343 | 1,71 | 328 | −5,22 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144 | 0,00 | 0 | |||||
| 2025-05-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 500 | 0,00 | 98 | −6,67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 967 | −15,36 | 156 | −21,32 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 5 600 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 58 788 | −46,18 | 2 310 | −49,75 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 250 | 0,00 | 10 | −10,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 662 | 7,82 | 183 | 1,10 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3 831 | 151 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 150 | 0,00 | 45 | −6,25 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 320 | 0,40 | 209 | −5,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 305 | 248 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 117 971 | 0,87 | 4 635 | −5,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 988 | 10,94 | 550 | 3,58 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 425 | −23,15 | 17 | −30,43 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 327 | 0,93 | 13 | −7,69 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50 165 | 9,15 | 1 977 | 3,02 | ||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 430 | 0 | ||||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6 218 | −1,00 | 244 | −7,58 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 752 | 30 477,78 | 105 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 5 900 | 0,00 | 232 | −6,85 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 469 | 1,15 | 176 | −5,41 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 4 992 | 201 | ||||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 212 | −46,78 | 87 | −50,57 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 239 | 0,08 | 49 | −7,69 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16 102 | 0,00 | 633 | −6,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 337 | −4,86 | 563 | −11,06 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21 284 | 0,07 | 836 | −6,49 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 168 | 0,00 | 46 | −8,16 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 248 | 0,00 | 10 | −10,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 356 343 | 1,76 | 14 001 | −4,96 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 704 | 0,00 | 67 | −7,04 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 53 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 206 | 1,69 | 47 | −4,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 14 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 100 | −13,40 | 200 | −19,03 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 30 000 | 50,00 | 1 179 | 40,07 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 775 | −0,08 | 463 | −6,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 960 | −0,49 | 273 | −7,14 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 12 066 | 13,63 | 474 | 6,28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40 311 | 0,69 | 1 584 | −6,00 | ||||
| 2025-05-05 | 13F | West Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 011 | −10,43 | 158 | −7,65 | ||||
| 2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | −83,14 | 228 | −84,31 | |||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 64 762 | 2,35 | 2 544 | −4,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48 309 | 116,83 | 1 898 | 102,56 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 24 736 | 0,06 | 972 | −6,63 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 12 995 | −13,12 | 511 | −18,92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 106 | 5 200,00 | 4 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4 535 | 0,00 | 178 | −6,32 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 618 | 0,94 | 64 | −5,97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 381 | −5,21 | 329 | −11,32 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 513 | 0,00 | 20 | −4,76 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 744 | 1,64 | 29 | −3,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53 038 | −87,89 | 2 084 | −88,69 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 96 384 | −31,86 | 3 787 | −36,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | −97,81 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 17 808 | −21,06 | 700 | −26,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126 006 | 1,17 | 4 951 | −5,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 656 | −60,63 | 458 | −63,29 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 107 474 | 0,00 | 4 | 0,00 |
