Grundläggande statistik
Institutionella ägare | 277 total, 277 long only, 0 short only, 0 long/short - change of −9,74% MRQ |
Genomsnittlig portföljallokering | 0.0971 % - change of −1,34% MRQ |
Institutionella aktier (lång) | 14 280 125 (ex 13D/G) - change of 0,13MM shares 0,92% MRQ |
Institutionellt värde (lång) | $ 613 867 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Energy ETF (US:IYE) har 277 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 14,280,125 aktier. Största aktieägare inkluderar Morgan Stanley, Green Harvest Asset Management LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Goldman Sachs Group Inc, LPL Financial LLC, UBS Group AG, Royal Bank Of Canada, Ameriprise Financial Inc, and BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares .
iShares Trust - iShares U.S. Energy ETF (ARCA:IYE) 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 17, 2025 is 47,49 / share. Previously, on September 18, 2024, the share price was 46,39 / share. This represents an increase of 2,37% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | LRI Investments, LLC | 480 | 0,00 | 22 | −8,70 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 8 204 | −1,81 | 371 | −9,98 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 360 | 0,28 | 16 | −5,88 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 5 500 | 0,00 | 249 | −8,49 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 11 355 | −2,06 | 513 | −10,16 | ||||
2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 4 968 | −0,40 | 225 | −8,57 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 8 486 | 131,48 | 384 | 112,78 | ||||
2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 40 072 | −21,98 | 1 812 | −28,44 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 13 028 | 589 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 6 084 | −18,87 | 275 | −25,47 | ||||
2025-08-04 | 13F | Assetmark, Inc | 279 | 28,57 | 13 | 20,00 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 163 | 7 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5 785 | 262 | ||||||
2025-08-05 | 13F | Counterweight Ventures, LLC | 13 212 | −5,41 | 597 | −13,23 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 30 635 | −0,31 | 1 385 | −4,42 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 163 | 0,00 | 53 | −8,77 | ||||
2025-08-06 | 13F | Simmons Bank | 9 068 | −0,59 | 410 | −8,69 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 60 835 | −13,74 | 2 751 | −20,88 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 66 649 | 137,19 | 3 014 | 117,55 | ||||
2025-05-07 | 13F | Agp Franklin, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 306 | 0,22 | 104 | −7,96 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 10 700 | 0,00 | 484 | −8,35 | ||||
2025-06-27 | NP | BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares | 300 000 | 0,00 | 13 014 | −9,51 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15 | 0,00 | 1 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 44 061 | 0,35 | 1 993 | −7,95 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 375 248 | −5,74 | 16 969 | −13,54 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 000 970 | −5,35 | 90 484 | −13,18 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 045 | 20,21 | 183 | 10,30 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 877 | −29,57 | 142 | −24,19 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38 935 | −3,31 | 2 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 25 250 | −27,10 | 1 142 | −33,16 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 894 | 0,02 | 221 | −8,30 | ||||
2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 40 455 | 6,94 | 1 829 | −1,88 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 260 536 | 6,02 | 12 | −8,33 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 236 | 1,65 | 5 121 | −6,76 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 4 989 | −21,05 | 246 | −14,63 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 906 | 5,48 | 1 109 | −0,81 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 89 | −6,32 | 4 | 0,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 333 | −83,20 | 15 | −84,54 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 500 | 0,00 | 23 | −8,33 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 20 741 | −16,97 | 952 | −22,75 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 90 | 0,00 | 4 | 0,00 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10 235 | −1,14 | 463 | −9,41 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 8 285 | −2,06 | 376 | −8,52 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 025 | 0,00 | 46 | −8,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5 416 | −1,17 | 245 | −9,63 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 56 | −62,67 | 3 | −71,43 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 922 662 | 48,18 | 41 723 | 35,92 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 007 | 0,00 | 136 | −8,78 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24 640 | −48,72 | 1 114 | −52,98 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 101 | 0,00 | 5 | 0,00 | ||||
2025-07-10 | 13F | Rockland Trust Co | 24 009 | −1,67 | 1 086 | −9,81 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 29 433 | 19,38 | 1 331 | 9,47 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 575 | 173,91 | 71 | 153,57 | ||||
2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 10 070 | −3,45 | 455 | −11,48 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 567 | 0,00 | 71 | −9,09 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 965 | 0,34 | 225 | −8,20 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6 494 | −9,10 | 294 | −16,76 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 1 331 | −15,02 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 781 | 12,51 | 2 | 0,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 40 | 0,00 | 2 | 0,00 | ||||
2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | ONE Advisory Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 25 562 | −34,65 | 1 156 | −40,03 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7 363 | −3,76 | 333 | −11,94 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 000 | 0,00 | 226 | −8,13 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 315 | 0,00 | 249 | 8,30 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97 | 0,00 | 4 | 0,00 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 849 | 0,00 | 38 | −7,32 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 5 006 | −25,31 | 226 | −25,90 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 8 263 | 2,15 | 374 | −6,28 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5 325 | 0,95 | 241 | −7,69 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 11 960 | 0,00 | 541 | −8,32 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 824 | 0,00 | 37 | −7,50 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 931 | −22,00 | 178 | −28,63 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 5 041 | 7,26 | 228 | −1,73 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 68 249 | 242,25 | 3 087 | 213,94 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 5 308 | 0,00 | 240 | −8,05 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 543 | 0,56 | 25 | −7,69 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 967 753 | −8,27 | 43 762 | −15,86 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0,00 | 7 | −14,29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 177 023 | −8,61 | 8 | −11,11 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 320 | 17,96 | 60 | 22,92 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 | 0,00 | 1 | |||||
2025-07-16 | 13F/A | CX Institutional | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 125 | 0,81 | 6 | −16,67 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 7 100 | −0,08 | 321 | −8,29 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 175 | 0,00 | 8 | −12,50 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 294 | 0,00 | 13 | −7,14 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 431 | 0 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Dentgroup LLC | 32 910 | −5,63 | 1 488 | −13,44 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 150 | 7 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 610 | 2,95 | 344 | −5,49 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 39 268 | −2,42 | 1 789 | −9,78 | ||||
2025-08-14 | 13F | Fmr Llc | 5 144 | −17,64 | 233 | −24,43 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 33 408 | −5,78 | 1 511 | −13,62 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 97 453 | 15,08 | 4 407 | 5,56 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 4 756 | −5,86 | 220 | −11,65 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 759 | 396 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 883 | 0,27 | 266 | −7,96 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 384 | 0,21 | 153 | −7,83 | ||||
2025-08-11 | 13F | Promethium Advisors,llc | 5 670 | −5,07 | 256 | −12,93 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 8 438 | 0,00 | 416 | 0,00 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 021 | 13,28 | 453 | 3,90 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 903 | −10,02 | 86 | −10,42 | ||||
2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 017 | 19,93 | 46 | 12,20 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 021 | −24,11 | 91 | −30,53 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 7 451 | −4,13 | 0 | |||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 36 832 | 0,63 | 1 666 | −7,71 | ||||
2025-07-18 | 13F | Founders Capital Management | 140 | 1 455,56 | 6 | |||||
2025-07-24 | 13F | Blair William & Co/il | 3 581 | −23,43 | 162 | −30,00 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 340 | 0,00 | 17 | 6,67 | ||||
2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 225 | 0,00 | 55 | −8,33 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 157 | 0,00 | 7 | 0,00 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 450 | 0,00 | 20 | −9,09 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 79 | −26,85 | 4 | −40,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 720 | −31,16 | 892 | −36,90 | ||||
2025-08-14 | 13F | Mariner, LLC | 149 948 | −5,82 | 6 781 | −13,61 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 876 | 92,11 | 40 | 77,27 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 35 103 | 15,13 | 1 587 | 5,59 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 4 934 | −22,71 | 223 | −28,98 | ||||
2025-08-12 | 13F | MAI Capital Management | 338 | −59,23 | 15 | −62,50 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 449 | 16,83 | 608 | 7,23 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 286 | −63,24 | 194 | −63,99 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 109 287 | −8,28 | 4 942 | −15,88 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 74 | 0,00 | 3 | 0,00 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 476 | 0,68 | 67 | −8,33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 690 | −9,69 | 303 | −17,26 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 845 | 0,60 | 38 | −7,32 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 848 | 75,31 | 174 | 74,00 | ||||
2025-04-21 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ballew Advisors, Inc | 27 242 | 0,52 | 1 263 | 11,57 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 59 987 | 2,84 | 2 713 | −5,67 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 000 | 0,00 | 45 | −8,16 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 5 | 0,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 573 | 3,62 | 28 | 12,00 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 715 | 0,00 | 258 | −8,19 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 131 | 0,56 | 187 | −7,92 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 44 819 | 6,98 | 2 027 | −1,89 | ||||
2025-08-11 | 13F | Eq Llc | 6 873 | −41,61 | 311 | −46,55 | ||||
2025-08-14 | 13F | UBS Group AG | 586 972 | −29,18 | 26 543 | −35,05 | ||||
2025-04-11 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 178 601 | −19,01 | 8 076 | −25,71 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124 896 | 2,25 | 5 654 | −6,19 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 747 | 5,62 | 79 | −2,47 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 242 090 | 19,23 | 10 947 | 9,36 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 20 | 0,00 | 1 | |||||
2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 79 500 | 3 647 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 280 | 19,30 | 239 | 9,17 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 272 | −6,14 | 419 | −13,96 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 753 | 0,67 | 34 | −5,56 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12 500 | 10,35 | 565 | 1,25 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 16 447 | 0,36 | 744 | −7,93 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47 192 | −13,81 | 2 134 | −20,93 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 890 | 0,00 | 85 | −8,60 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 189 272 | −6,33 | 8 559 | −14,08 | ||||
2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 25 | 1 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 6 356 | 287 | ||||||
2025-07-08 | 13F | Lpwm Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 357 | 0,00 | 0 | |||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 335 | −5,63 | 241 | −13,31 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 507 | 0,00 | 23 | 10,00 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 5 727 | −15,39 | 259 | −22,52 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 22 271 | 0,00 | 1 007 | −8,20 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 6 539 | 0,00 | 0 | |||||
2025-08-14 | 13F | KKM Financial LLC | 19 268 | 0,00 | 871 | −8,22 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 10 103 | 0,06 | 457 | −8,25 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 938 | −58,58 | 178 | −61,97 | ||||
2025-05-08 | 13F | Windward Private Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 149 | −52,68 | 52 | −53,64 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | 9,14 | 42 | 0,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 984 | 249,84 | 2 441 | 221,18 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 4 042 | −8,03 | 183 | −15,74 | ||||
2025-04-15 | 13F | Central Valley Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Saxon Interests, Inc. | 4 787 | 0,00 | 236 | 0,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 382 778 | 4,16 | 17 310 | −4,45 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 31 388 | −0,28 | 1 547 | 5,17 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 353 | 0,00 | 16 | −11,76 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 13 964 | 1,89 | 631 | −6,52 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 294 | 0,00 | 13 | −7,14 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 217 548 | 936,49 | 9 838 | 851,35 | ||||
2025-07-10 | 13F | Bright Rock Capital Management, Llc | 300 000 | 0,00 | 13 566 | −8,28 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 20 905 | −0,20 | 945 | −8,43 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 817 | 43,70 | 1 032 | 31,84 | ||||
2025-08-13 | 13F | Kilter Group LLC | 6 658 | 0,00 | 301 | −8,23 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 360 | 0,00 | 16 | −5,88 | ||||
2025-08-12 | 13F | LPL Financial LLC | 592 163 | −2,62 | 26 778 | −10,68 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0,64 | 21 | −8,70 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | SPC Financial, Inc. | 6 323 | −28,19 | 286 | −34,33 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 62 485 | 2 826 | ||||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 457 | 0,00 | 21 | −9,09 | ||||
2025-07-09 | 13F | Summit Financial Consulting LLC | 129 917 | 15,27 | 5 875 | 5,72 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 22 182 | 12,11 | 962 | 12,65 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 135 404 | −27,01 | 6 123 | −33,06 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 209 | 9 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 166 212 | −3,42 | 52 736 | −11,41 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 131 | −86,14 | 6 | −87,50 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 9 889 | −50,79 | 447 | −54,85 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 72 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Retirement Planning Group | 7 429 | −14,73 | 336 | −21,91 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 88 | 0,00 | 4 | −25,00 | ||||
2025-08-14 | 13F | Politan Capital Management LP | 17 209 | 778 | ||||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 46 445 | −9,70 | 2 100 | −17,16 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 31 228 | −5,38 | 1 412 | −13,21 | ||||
2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 10 658 | 0,00 | 482 | −8,38 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 381 | 7,27 | 2 007 | −1,62 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 6 765 | 0,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9 289 | −19,42 | 420 | −26,06 | ||||
2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 123 388 | 126,11 | 6 | 150,00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 948 | −57,75 | 43 | −61,82 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 100 | 0,00 | 5 | 0,00 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 050 | 0,00 | 47 | −7,84 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 3 825 | 0,00 | 173 | −8,51 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 20 750 | −12,23 | 938 | −19,48 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 650 | 32 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 740 | 0,00 | 33 | −8,33 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 194 521 | 8 796 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 2 153 | −11,22 | 97 | −18,49 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 888 | −6,51 | 266 | −14,19 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 658 | 8,62 | 572 | −0,35 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 454 612 | −2,18 | 65 778 | −10,27 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 250 | −2,30 | 373 | −10,34 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 635 | 1 303,47 | 164 | 1 266,67 | ||||
2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 1 084 | 49 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 11 450 | −55,63 | 518 | −59,36 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 5 692 | −0,97 | 257 | −9,19 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 340 | 15 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 294 | 110,00 | 239 | 92,74 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 510 | 204 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 548 | −11,68 | 1 065 | −19,03 | ||||
2025-08-08 | 13F | Creative Planning | 27 981 | 2,29 | 1 265 | −6,16 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 1 719 | 0,64 | 78 | −8,33 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 115 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 305 | 0,00 | 14 | −13,33 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 5 500 | 0,00 | 249 | −8,49 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 24 714 | 0,00 | 1 118 | −8,29 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 45 547 | −17,88 | 2 060 | −24,69 | ||||
2025-07-30 | 13F | Whittier Trust Co | 434 | 0,00 | 20 | −9,52 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 163 | 0,00 | 7 | −12,50 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 97 | −71,04 | 5 | −75,00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 963 | −3,89 | 44 | −12,24 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 8 336 | 0,00 | 377 | −8,29 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 000 | 45 | ||||||
2025-08-05 | 13F | Allstate Corp | 5 850 | −50,00 | 265 | −54,17 | ||||
2025-07-07 | 13F | Investors Research Corp | 3 050 | 0,00 | 138 | −8,67 | ||||
2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Optimum Investment Advisors | 200 | 0,00 | 9 | 0,00 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 8 825 | 0,00 | 399 | −8,28 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 23 597 | 4,75 | 1 091 | 10,89 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 71 874 | 18,28 | 3 263 | 10,24 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 270 | 12 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 65 853 | −1,86 | 2 978 | −10,01 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 4 900 | −72,93 | 222 | −75,22 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 958 | 0,00 | 43 | −8,51 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 23 | ||||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 500 | 0,00 | 23 | −8,33 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 332 | −24,89 | 15 | −28,57 | ||||
2025-08-14 | 13F | Comerica Bank | 4 362 | −40,21 | 197 | −45,13 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 210 | 0,00 | 9 | −10,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 100 | 366 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 181 | 8 | ||||||
2025-07-25 | 13F | Cwm, Llc | 19 143 | −10,56 | 1 | −100,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 38 032 | 76,35 | 1 720 | 61,71 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 020 | 498 | ||||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 82 709 | 1,75 | 3 740 | −6,66 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 12 762 | −1,74 | 577 | −9,84 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 100 | 0,00 | 50 | −9,26 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 8 146 | 368 | ||||||
2025-07-15 | 13F | Financial Partners Group, Inc | 10 236 | −7,48 | 463 | −15,23 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 6 950 | 0,00 | 314 | −8,19 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 20 | 0,00 | 1 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 200 | 1,01 | 9 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 310 | 14 | ||||||
2025-07-07 | 13F | First Citizens Financial Corp | 37 204 | −19,21 | 1 682 | −25,90 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 6 158 | 0,00 | 278 | −8,25 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 13 789 | −3,19 | 624 | −0,48 | ||||
2025-08-14 | 13F | Glenview Trust Co | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 472 | 0,27 | 700 | −8,03 | ||||
2025-08-07 | 13F/A | Ellerson Group Inc /adv | 6 000 | 0,00 | 271 | −8,14 | ||||
2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 977 | −18,80 | 1 808 | −25,55 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 300 | 0,00 | 14 | −7,14 | ||||
2025-04-14 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 230 | −6,51 | 237 | −14,18 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 662 | −13,14 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 140 | 0,00 | 52 | −8,93 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6 218 | 281 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 98 | 0,00 | 4 | 0,00 | ||||
2025-04-02 | 13F/A | Picton Mahoney Asset Management | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 538 | −3,75 | 301 | 3,79 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 536 | −9,43 | 341 | −17,07 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 6 959 | 18,90 | 315 | 9,03 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 425 | 0,00 | 19 | −5,00 |