Grundläggande statistik
| Institutionella ägare | 251 total, 249 long only, 0 short only, 2 long/short - change of −3,46% MRQ |
| Genomsnittlig portföljallokering | 0.1941 % - change of 25,91% MRQ |
| Institutionella aktier (lång) | 13 268 004 (ex 13D/G) - change of −0,18MM shares −1,36% MRQ |
| Institutionellt värde (lång) | $ 1 105 312 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Financial Services ETF (US:IYG) har 251 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,268,004 aktier. Största aktieägare inkluderar RiverFront Investment Group, LLC, Envestnet Asset Management Inc, Goldman Sachs Group Inc, Morgan Stanley, Foundations Investment Advisors, LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Royal Bank Of Canada, LPL Financial LLC, and Baltimore-Washington Financial Advisors, Inc. .
iShares Trust - iShares U.S. Financial Services ETF (ARCA:IYG) 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 19, 2025 is 90,57 / share. Previously, on September 23, 2024, the share price was 71,38 / share. This represents an increase of 26,88% 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares U.S. Financial Services ETF.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 13 697 | 33,86 | 1 173 | 45,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 19 200 | 35,21 | 1 644 | 47,35 | |||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 626 | −13,05 | 225 | −5,49 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 22 176 | −1,51 | 1 898 | 7,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 300 | 175,61 | 967 | 200,31 | |||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 81 | 0,00 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 834 | −2,79 | 328 | 6,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 398 | 139,34 | 633 | 161,57 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 725 | 233 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 139 | −4,04 | 98 | 4,30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 158 887 | 0,86 | 13 601 | 9,91 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 2 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 6 985 | −0,54 | 598 | 8,35 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 119 | 0,00 | 353 | 8,98 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44 347 | 2,17 | 3 796 | 11,35 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 7 435 | −6,10 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 684 | −15,14 | 230 | −7,66 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 2 406 | 0,00 | 206 | 9,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104 178 | 3,56 | 8 918 | 12,86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 898 | 182,21 | 762 | 208,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 296 325 | −9,18 | 110 965 | −1,02 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 8 256 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 250 | −18,11 | 449 | −10,74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 994 | 0,00 | 513 | 9,15 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 383 | 41,85 | 33 | 52,38 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 3 345 | 0,00 | 286 | 9,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 043 | 53,73 | 1 801 | 67,53 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 824 | −59,96 | 71 | −56,52 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 207 | 0,00 | 531 | 9,03 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 34 350 | −1,58 | 2 940 | 7,26 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 12 705 | −4,51 | 1 088 | 4,02 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 000 | 53,85 | 85 | 70,00 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 165 | 0,00 | 14 | 16,67 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 379 | 204 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 812 | 3,93 | 326 | 13,19 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 156 | −2,58 | 484 | −1,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15 001 | −14,96 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 877 | 15,59 | 760 | 25,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 163 185 | 5,09 | 13 969 | 14,52 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 989 | −2,85 | 85 | 6,33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 65 026 | −7,26 | 5 566 | 1,07 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 417 | 36 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 104 856 | 5,50 | 8 974 | 14,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 008 | 23,45 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 339 | 0,00 | 29 | 11,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 923 | 62,54 | 955 | 81,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 418 | 53,63 | 121 | 68,06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 457 | 13,64 | 1 751 | 23,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 225 | 1,41 | 961 | 10,47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 599 | −73,65 | 51 | −71,35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 103 | 692,86 | 630 | 687,50 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 300 | 0,00 | 26 | 8,70 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 507 | −7,93 | 300 | 0,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 623 | 0,16 | 53 | 10,42 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 835 | 0,04 | 243 | 9,01 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3 000 | 0,00 | 254 | 9,01 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 306 | 26 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 251 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 061 357 | 11,34 | 90 852 | 21,34 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 293 | −3,77 | 282 | 4,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 418 402 | −12,81 | 121 415 | −4,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14 111 | −3,72 | 1 | 0,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 514 | 215 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13 362 | 4,45 | 1 144 | 13,84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 213 026 | −9,33 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 717 | 0,00 | 61 | 8,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 405 | 17,10 | 2 774 | 27,61 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 98 | −11,71 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 147 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 416 | −0,58 | 720 | 8,43 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 604 | 394 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 471 | 5,95 | 297 | 15,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 164 474 | −1,35 | 14 079 | 7,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 833 | −16,40 | 585 | −8,89 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 450 | 0,00 | 39 | 8,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26 384 | 0,97 | 2 258 | 10,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 084 | 43,76 | 2 444 | 59,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37 544 | 2,91 | 3 | 50,00 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 63 160 | 4,21 | 5 406 | 13,57 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 130 064 | 2,95 | 11 133 | 12,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 529 | 0,19 | 45 | 9,76 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 2 390 | −9,47 | 205 | −1,45 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 237 | 0,00 | 20 | 11,11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 406 | −21,81 | 206 | −14,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 268 | 8,52 | 194 | 18,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 085 | 264 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 845 | −42,09 | 244 | −36,88 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16 501 | −0,25 | 1 412 | 8,70 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 105 | −20,45 | 9 | −20,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 99 | 0,00 | 8 | 14,29 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 941 | 1,52 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 282 | 0,00 | 195 | 8,94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 136 | 0,00 | 97 | 8,99 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2 849 | 0,21 | 244 | 8,97 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 902 | −12,15 | 591 | −4,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 035 | 4,87 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 273 | 280 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 342 | 0,00 | 30 | 11,54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18 923 | −0,06 | 1 620 | 8,88 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 124 | −0,89 | 353 | 8,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 903 | 0,16 | 163 | 8,72 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 26 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 731 | 5,81 | 234 | 15,35 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 3 683 | 315 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 387 595 | −2,64 | 33 178 | 6,10 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 7 980 | 0,00 | 683 | 9,11 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 363 | 31 | ||||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 319 466 | 18,51 | 27 554 | 37,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 848 | 244 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9 411 | 2,74 | 806 | 11,96 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 106 | −6,47 | 244 | −5,81 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 64 126 | 2,02 | 5 489 | 11,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 562 | −17,65 | 219 | −10,25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 554 | 1,47 | 903 | 10,66 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 15 417 | −1,12 | 1 320 | 7,76 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 006 | 186,61 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 25 847 | 12,65 | 2 213 | 22,75 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 680 | −0,14 | 315 | 6,78 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 083 | −5,16 | 521 | 3,38 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2 683 | −15,73 | 233 | −6,80 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 123 177 | 9 571 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 126 556 | −27,63 | 10 833 | −21,13 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 372 | 64,71 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 385 | 0,00 | 290 | 9,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68 204 | 7,78 | 5 838 | 17,46 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 988 | 151,69 | 769 | 174,64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 340 | 0,29 | 29 | 11,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298 829 | 4,94 | 25 580 | 14,36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32 970 | 13,25 | 2 796 | 23,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 570 | −50,86 | 49 | −47,25 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 350 | 0,00 | 1 143 | 8,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 934 | 91,05 | 508 | 108,64 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 323 | 0,00 | 113 | 9,71 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3 101 | 0,00 | 265 | 9,05 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 860 | −62,61 | 245 | −55,31 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 21 149 | 2,25 | 1 810 | 11,45 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 273 | 0,00 | 23 | 9,52 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 950 | 0 | ||||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 6 060 | 3,64 | 519 | 12,85 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 580 | −54,79 | 50 | −51,00 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 115 807 | 1,98 | 9 913 | 11,14 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 57 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 488 952 | −11,77 | 41 854 | −3,85 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 5 340 | 0,64 | 457 | 9,86 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 116 174 | −3,17 | 9 985 | 15,58 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 2 400 | 205 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 225 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 438 | 0,00 | 637 | 8,90 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 14 385 | 0,00 | 1 231 | 9,03 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 826 | 0,00 | 584 | 8,96 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 201 | 0,00 | 17 | 13,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 457 296 | −1,54 | 39 144 | 7,29 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 31 801 | −0,35 | 2 722 | 8,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 850 | −58,46 | 73 | −55,00 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 1 395 | −16,67 | 119 | −9,16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 622 | −89,63 | 53 | −88,63 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 008 | 0,00 | 172 | 8,92 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58 660 | −1,15 | 5 021 | 7,72 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 922 | 1,65 | 79 | 9,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 30 900 | 45,07 | 2 645 | 58,10 | |||
| 2025-08-07 | 13F | Wealth Forward, LLC | 3 165 | 0,00 | 271 | 8,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 552 | −33,89 | 1 845 | −27,97 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 557 | −12,57 | 1 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51 300 | 14,25 | 4 391 | 24,53 | |||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 900 | 0,00 | 77 | 10,00 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 12 345 | −1,06 | 1 057 | 7,76 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 2 931 | 0,00 | 251 | 8,70 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 659 | 20,56 | 313 | 31,51 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 42 570 | −41,13 | 3 344 | −40,58 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 385 | −15,64 | 975 | −8,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 427 775 | −6,89 | 36 618 | 1,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 951 | −3,23 | 3 762 | 5,47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 216 | 0,00 | 275 | 9,13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 213 | 0,00 | 275 | 9,13 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33 509 | 9,78 | 2 868 | 19,65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 240 | 0,00 | 21 | 11,11 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 2 400 | 205 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4 609 | −19,80 | 395 | −12,64 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 505 496 | 4,24 | 43 270 | 13,60 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 900 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 156 766 | −0,73 | 13 419 | 8,19 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2 722 | 233 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 493 269 | 0,53 | 42 224 | 9,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 548 | 3,79 | 47 | 12,20 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 658 | −6,93 | 56 | 1,82 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 72 600 | 0,00 | 6 215 | 8,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 51 375 | −4,51 | 4 398 | 4,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 831 | 3,47 | 1 612 | 12,74 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30 116 | 1,23 | 2 578 | 10,32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 213 | 0,00 | 275 | 9,13 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 4 444 | 0,00 | 380 | 8,88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 694 | 3,82 | 744 | 13,24 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 294 600 | 0,00 | 25 218 | 8,98 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23 707 | 3,80 | 2 029 | 13,10 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 393 663 | −0,74 | 33 698 | 8,17 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 31 367 | −1,66 | 2 685 | 7,15 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6 286 | 11,22 | 537 | 21,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 23 657 | −0,52 | 2 025 | 8,40 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 664 | −5,84 | 581 | 5,25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 368 | 267,70 | 203 | 304,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 302 | 0,00 | 26 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 014 | 0,00 | 87 | 8,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 276 | −6,39 | 708 | 2,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 900 | 77 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 305 036 | 42,17 | 26 111 | 54,92 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 126 | 0,00 | 11 | 11,11 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 522 | 1 173,17 | 45 | 1 366,67 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4 913 | 1,53 | 421 | 10,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68 958 | −6,71 | 5 903 | 1,65 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 859 | 0,03 | 502 | 8,91 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 065 359 | −2,03 | 91 195 | 6,76 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 714 | 0,28 | 61 | 10,91 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 928 | 0,38 | 251 | 9,17 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 53 900 | 4 614 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 953 | −0,44 | 595 | 8,58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 642 | −13,85 | 997 | −6,13 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 500 | 0,00 | 128 | 9,40 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 166 | 0,28 | 528 | 9,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 431 | 550 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 800 | 0,00 | 248 | 15,42 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 216 | 0,00 | 18 | 12,50 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 11 928 | 0,00 | 1 021 | 9,08 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 422 | 0,00 | 550 | 8,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 245 | 0,08 | 791 | 9,10 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 774 | 0,00 | 152 | 8,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 838 | −38,17 | 243 | −32,78 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3 938 | 41,15 | 337 | 53,88 | ||||
| 2025-08-14 | 13F | Comerica Bank | 27 285 | −4,19 | 2 336 | 4,43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 534 | 0,00 | 46 | 9,76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 891 | 0,03 | 247 | 9,29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 123 991 | −1,30 | 10 614 | 7,56 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 2 586 | 0,00 | 221 | 8,87 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 72 676 | 8,24 | 6 221 | 17,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 514 | 0,06 | 309 | 11,55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 3 954 | 0,00 | 338 | 9,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 250 | 0,00 | 21 | 10,53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 645 | 0,31 | 55 | 10,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 927 | 1,93 | 2 133 | 11,04 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 12 025 | −0,46 | 1 029 | 8,54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 655 | 0,02 | 398 | 9,04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 008 | 44,95 | 343 | 58,06 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 97 912 | −1,25 | 8 381 | 7,63 | ||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 6 997 | −14,87 | 599 | −7,29 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 105 | 0,00 | 9 | 0,00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 42 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 491 | 0,20 | 384 | 9,09 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17 910 | 0,00 | 1 533 | 9,03 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 44 626 | 26,33 | 3 820 | 37,67 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 189 | 0,00 | 16 | 14,29 |
