Grundläggande statistik
| Institutionella ägare | 237 total, 235 long only, 0 short only, 2 long/short - change of −5,91% MRQ |
| Genomsnittlig portföljallokering | 0.0804 % - change of −16,07% MRQ |
| Institutionella aktier (lång) | 3 405 093 (ex 13D/G) - change of −0,71MM shares −17,19% MRQ |
| Institutionellt värde (lång) | $ 120 013 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) har 237 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,405,093 aktier. Största aktieägare inkluderar Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Whitcomb & Hess, Inc., Bnp Paribas Arbitrage, Sa, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Global X Funds - Global X Lithium & Battery Tech ETF (ARCA:LIT) 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 51,55 / share. Previously, on September 9, 2024, the share price was 35,37 / share. This represents an increase of 45,74% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 8 693 | 66,44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 523 | 47,02 | 481 | 45,45 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18,12 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 729 | −8,48 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 61 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 304 | 21,69 | 472 | 20,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 901 | −6,03 | 419 | −7,11 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 900 | 0,00 | 0 | |||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39 508 | 8,40 | 1 517 | 7,28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49 544 | 2 143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 952 | 77,45 | 80 | 88,10 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31 200 | 16,85 | 1 198 | 15,75 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58 983 | −7,94 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 0,00 | 27 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 11 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 119 | 16,44 | 1 656 | 15,25 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 025 | −87,92 | 78 | −88,15 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 531 | −21,49 | 212 | −22,34 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6 064 | 11,72 | 233 | 10,48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 633 | −0,98 | 101 | −1,94 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 24 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 130 | −33,33 | 5 | −42,86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 886 | −3,67 | 111 | −5,17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 270 | 1 182,35 | 126 | 1 288,89 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0,29 | 26 | 0,00 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51,11 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 382 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 889 | 0,00 | 34 | −15,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84 202 | −4,80 | 3 233 | −5,77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 785 | 0,00 | 261 | −1,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 440 | −72,18 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 53 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 468 | 0,00 | 18 | −5,56 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 015 | −39,76 | 39 | −41,54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 527 | −55,30 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 800 | 0,00 | 31 | −3,23 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 130 | 0,00 | 5 | −20,00 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 530 | 12,67 | 59 | 11,54 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 310 | 0,00 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43 728 | 1 679 | ||||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 407 | −31,59 | 215 | −30,07 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26 914 | −0,37 | 1 033 | −1,43 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6 450 | −7,99 | 248 | −8,86 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0,00 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 044 | −7,57 | 271 | −8,14 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 222 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 383 | −22,03 | 207 | −22,47 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 26 | 0,00 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 242 | 0,00 | 48 | −2,08 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 447 | 0,00 | 18 | 5,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 19 967 | −15,81 | 767 | −16,74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0,00 | 7 | 0,00 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 342 | 0,04 | 1 896 | −0,94 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 0,00 | 33 | −3,03 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 132 | −53,19 | 5 | −54,55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 15 550 | 0,00 | 603 | 0,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 65 | −93,11 | 2 | −94,44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 120 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 154 | −16,93 | 83 | −18,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 333 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 848 | 0,00 | 33 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 948 | −30,77 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 286 | −82,72 | 11 | −84,37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 360 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68 | −42,86 | 3 | −50,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45 514 | −17,65 | 1 748 | −18,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 307 | −9,08 | 281 | −9,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 722 | −43,47 | 66 | −44,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7 930 | −0,31 | 305 | −1,30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 680 | −42,81 | 26 | −45,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 041 | −19,06 | 462 | −19,93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 121 | 32,58 | 273 | 31,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15 838 | 0,06 | 608 | −0,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39 540 | 10,75 | 1 492 | 7,96 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12 355 | 0,00 | 474 | −1,04 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2,31 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Longbow Finance SA | 80 000 | 0,00 | 3 072 | −1,16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 33 226 | −7,21 | 1 276 | −8,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46 200 | −45,45 | 1 774 | −46,01 | |||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 185 | 0,00 | 7 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32 908 | −24,09 | 1 341 | −30,82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 412 | −2,32 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0,00 | 23 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 238 | −52,96 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192 021 | 1,29 | 7 374 | 0,24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 105 | 0,00 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 65 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13 924 | −14,11 | 553 | 7,38 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 24 870 | 0,00 | 955 | −0,93 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 605 | −19,12 | 23 | −20,69 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 283 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 26 | 0,00 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85 464 | −11,07 | 3 282 | −11,99 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 050 | 0,88 | 232 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 147 | −20,54 | 6 | −28,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 617 | −21,41 | 216 | −22,38 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 559 | 0,00 | 21 | 0,00 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38 462 | 7,21 | 1 477 | 6,11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 67 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 22 | −81,36 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 549 | −2,71 | 367 | −3,68 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 342 | 0,00 | 52 | −1,92 | ||||
| 2025-05-09 | 13F | Halter Ferguson Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 50 | 0,00 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 1 546 | −3,44 | 59 | −4,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 767 | 0,00 | 29 | 0,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 213 344 | −45,64 | 8 192 | −46,20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 019 | 0,36 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 250 297 | −22,93 | 9 611 | −23,73 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 65 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 151 622 | −16,99 | 5 822 | −17,85 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14 062 | 98,00 | 540 | 96,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 699 | 0,00 | 65 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 306 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 450 | −10,00 | 17 | −10,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28 542 | −13,34 | 1 096 | −14,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 22 700 | −70,63 | 872 | −70,96 | |||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 196 | 0,00 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Canal Insurance CO | 30 000 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 884 | −62,87 | 34 | −65,98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 226 | 134,17 | 1 468 | 131,75 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 55 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 260 | 0,00 | 10 | −10,00 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 36 802 | −14,80 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 091 | −12,07 | 312 | −12,89 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 159 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 810 | 0,00 | 31 | 3,33 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | −13,04 | 19 | −13,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58 138 | −6,56 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 084 | −38,62 | 42 | −39,71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22 214 | −7,64 | 853 | −8,68 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 206 | −33,76 | 8 | −41,67 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 514 | 0,00 | 20 | 0,00 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 125 | 0,00 | 5 | 0,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 671 | 0,00 | 26 | −3,85 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 474 | 210 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 35 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 24 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 912 | 0,00 | 35 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 000 | 960 | ||||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348 960 | −20,01 | 13 400 | −20,83 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 38 | 0,00 | 1 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 690 | 1,68 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 | −3,23 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 911 | −59,71 | 841 | −60,14 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 000 | 0,00 | 38 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 9 863 | −65,47 | 379 | −65,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 033 | 9,01 | 846 | 7,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 687 | −61,23 | 26 | −61,76 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 285 | 0,00 | 11 | −9,09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 129 | −65,14 | 5 | −71,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 099 | −8,34 | 42 | 10,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 957 | 128,53 | 574 | 126,88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6 257 | 240 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 8 454 | −38,84 | 325 | −39,55 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | −63,27 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86 643 | −6,89 | 3 328 | −7,84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 313 | −18,45 | 50 | −19,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9 004 | −85,97 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 33 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 261 | −50,85 | 10 | −52,38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 291 | 0,00 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 9 441 | −66,05 | 363 | −68,05 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 1 764 | −38,79 | 68 | −39,64 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 398 | 1,90 | 514 | 0,78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 220 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 630 | −54,71 | 24 | −54,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 897 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23 873 | 64,44 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 9 230 | −77,26 | 354 | −77,85 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 17 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6 900 | 265 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 600 | 0,00 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 603 | 0,68 | 369 | −0,54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38 515 | 1 479 | ||||||
| 2025-04-22 | 13F | Country Trust Bank | 132 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 000 | 77 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 850 | 0,00 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 151 822 | −0,98 | 5 830 | −2,02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 496 | −7,46 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 633 | −19,91 | 526 | −20,30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 555 | 0,00 | 21 | 0,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 041 | −13,11 | 78 | −14,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 0,00 | 18 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 187 | −23,36 | 7 | −22,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 629 | −5,13 | 3 595 | −6,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51 769 | −23,91 | 1 988 | −24,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 263 492 | −10,25 | 10 118 | −11,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 831 | 0,00 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 38 400 | −26,01 | 1 475 | −26,78 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12 800 | −38,16 | 492 | −38,85 | |||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 759 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 949 | −2,19 | 228 | −2,98 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 373 | −4,25 | 246 | −6,49 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 924 | 0,00 | 36 | −5,41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 295 | −3,74 | 126 | −4,55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 150 | −6,57 | 198 | −7,51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 | −98,33 | 0 | −100,00 |
