Grundläggande statistik
| Institutionella ägare | 178 total, 176 long only, 0 short only, 2 long/short - change of 1,70% MRQ |
| Genomsnittlig portföljallokering | 0.0777 % - change of 8,59% MRQ |
| Institutionella aktier (lång) | 3 138 970 (ex 13D/G) - change of 0,16MM shares 5,26% MRQ |
| Institutionellt värde (lång) | $ 216 048 USD ($1000) |
Institutionellt ägande och aktieägare
VanEck ETF Trust - VanEck Agribusiness ETF (US:MOO) har 178 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,138,970 aktier. Största aktieägare inkluderar 1832 Asset Management L.P., Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Money Design Co.,Ltd., Cetera Investment Advisers, RLY - SPDR SSGA Multi-Asset Real Return ETF, Oppenheimer Asset Management Inc., and Barry Investment Advisors, LLC .
VanEck ETF Trust - VanEck Agribusiness ETF (ARCA:MOO) 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 74,77 / share. Previously, on September 9, 2024, the share price was 72,26 / share. This represents an increase of 3,47% 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 | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 980 | 1,09 | 1 324 | 9,61 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 150 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39 357 | 745,48 | 2 897 | 816,77 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 179 | −96,32 | 87 | −95,84 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 247 | 0,00 | 165 | 8,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 85 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 265 | −0,40 | 166 | 8,50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 4 780 | 352 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 807 | −12,47 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 4 249 | −18,02 | 313 | −11,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 863 | −36,68 | 64 | −31,52 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 058 | 0,00 | 1 918 | 8,42 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 | 1 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 67 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 29 | 0,00 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 315 | 23 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 378 | −2,83 | 28 | 3,85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 389 | 0,00 | 29 | 7,69 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 24 282 | 2,12 | 1 788 | 10,72 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 12 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 125 | 0,00 | 156 | 8,33 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 2 819 | 208 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 389 | 7,71 | 2 164 | 16,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198 | 0,00 | 15 | 7,69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100 | 0,00 | 7 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 237 | −45,52 | 1 417 | −40,95 | ||||
| 2025-04-09 | 13F | Mechanics Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 161 | −2,87 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 40 891 | 34,47 | 3 010 | 45,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 7 746 | −6,74 | 570 | 1,24 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 163 | −26,58 | 12 | −20,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 108 | 575,00 | 8 | 600,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 900 | 0,00 | 140 | 8,59 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 7 167 | −0,17 | 528 | 8,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 216 | −40,98 | 16 | −37,50 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 494 | 0,00 | 36 | 9,09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 099 | 302 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 169 | 0,00 | 12 | 9,09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 949 | 0,51 | 291 | 9,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 527 | 186 | ||||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 10 613 | 43,65 | 781 | 55,89 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 65 134 | 4 795 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 12 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 265 | −6,88 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 680 | −26,54 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 956 | −19,74 | 954 | −12,97 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 17 968 | −3,35 | 1 323 | 4,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 300 | −95,24 | 22 | −94,85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 319 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 920 | 2 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 417 | −3,50 | 1 577 | 4,65 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 408 | −21,79 | 177 | −15,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 531 | 5,25 | 334 | 14,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 49 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 40 398 | 0,57 | 2 974 | 9,10 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 265 | −98,60 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 40 016 | 124,96 | 2 946 | 143,67 | ||||
| 2025-04-23 | 13F | GenTrust, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 45 464 | −0,72 | 3 347 | 7,69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 268 | 397 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 568 | 0,00 | 410 | 8,20 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 749 | 48,45 | 350 | 60,83 | ||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 600 | 0,00 | 44 | 10,00 | ||||
| 2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 804 | 0 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 315 | −12,00 | 391 | −4,63 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 625 | −81,53 | 561 | −79,99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 13 800 | 2,22 | 1 016 | 10,81 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 300 | −96,03 | 243 | −95,72 | |||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 600 | 0,00 | 44 | 10,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 300 | 22,06 | 611 | 32,54 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3 277 | 8,80 | 241 | 18,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 955 | −2,89 | 218 | 5,34 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 625 | 0,00 | 120 | 8,18 | ||||
| 2025-06-26 | NP | HRLIX - The Hartford Global Real Asset Fund Class I | 1 932 | −16,40 | 133 | −16,87 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 16 057 | −0,62 | 1 182 | 7,85 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 20 581 | −3,89 | 1 515 | 4,27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 345 | 0,00 | 25 | 8,70 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 545 736 | −0,58 | 40 177 | 7,81 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 300 | 22 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0,00 | 10 | 12,50 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 33 269 | −23,56 | 2 259 | −19,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 741 | 18,05 | 864 | 28,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 160 630 | 0,60 | 11 826 | 9,09 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 334 | 0,00 | 25 | 9,09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 119 | 0,00 | 82 | 9,33 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 298 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 108 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 30 350 | −6,47 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 900 | −6,45 | 197 | −2,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 | 0,00 | 11 | 10,00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 226 | 0,00 | 17 | 6,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 958 | 93,15 | 880 | 109,52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 279 | 38,81 | 2 303 | 50,56 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 38 960 | −3,77 | 2 868 | 4,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44 478 | 672,59 | 3 274 | 739,49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10 726 | −1,69 | 790 | 6,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 833 | 1,95 | 577 | 10,56 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 550 | 114 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 770 | −33,91 | 57 | −29,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 476 | 35 | ||||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 34 942 | 0,00 | 2 572 | 8,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88 079 | 4,21 | 6 484 | 13,02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 122 | −26,59 | 230 | −20,49 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 104 | 108,00 | 8 | 133,33 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 16 064 | 36,82 | 1 183 | 48,31 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 62 267 | 2,78 | 4 584 | 11,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 574 | 40,41 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 39 588 | 24,58 | 2 914 | 35,10 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7 266 | −6,44 | 535 | 1,33 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 350 | 0,00 | 26 | 8,70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 449 | 0,00 | 33 | 10,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 721 | 53 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 42 | −12,50 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 264 492 | −7,00 | 19 472 | 0,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 292 092 | 3,49 | 21 504 | 12,22 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 8 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 11 152 | −3,07 | 833 | 14,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87 | 155,88 | 6 | 200,00 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5 001 | 0,00 | 368 | 8,55 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 750 | 0,00 | 55 | 10,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 426 | 0,00 | 252 | 8,62 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 350 | 0,00 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 658 | −7,43 | 122 | 0,83 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 636 | 5,01 | 415 | 13,74 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 77 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 23 905 | −0,17 | 1 760 | 8,25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 966 | 0,00 | 292 | 8,18 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 | 0,00 | 15 | 7,69 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 446 | 0,00 | 695 | 8,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 570 | 0,00 | 42 | 7,89 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 100 | 0,00 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 037 | 0,00 | 371 | 8,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 992 | 7,01 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 950 | 4,39 | 438 | 13,47 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 40 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 992 | 107,05 | 662 | 124,83 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3 000 | 0,00 | 221 | 8,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 691 | 345 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 492 | 2,31 | 552 | 10,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 31 000 | 0,00 | 2 282 | 8,46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7 287 | 29,06 | 545 | 46,24 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2 544 | 0,00 | 187 | 8,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 243 | 0,00 | 18 | 6,25 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | 7 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 173 | 3,81 | 602 | 12,55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18 260 | 1 344 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4 402 | −25,72 | 324 | −19,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 422 | −4,80 | 473 | 3,28 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 90 243 | −7,17 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 218 449 | 51,43 | 16 082 | 64,22 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 802 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 415 | 0,00 | 31 | 7,14 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4 000 | 0,00 | 294 | 8,49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 16 | 0,00 | 1 | 0,00 | ||||
| 2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp 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 | 85 851 | 405,72 | 6 320 | 448,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 866 | 20,95 | 64 | 31,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31 336 | 1,64 | 2 307 | 10,18 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4 472 | 0,00 | 329 | 8,58 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 5 413 | −87,52 | 399 | −86,49 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 16 427 | 1 209 | ||||||
| 2025-04-30 | 13F | ARGI Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 410 | −0,06 | 251 | 8,66 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 8 600 | 0,00 | 633 | 8,58 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 315 | 38,16 | 23 | 53,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 636 | −73,07 | 709 | −70,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 900 | 19,51 | 361 | 29,50 | |||
| 2025-08-14 | 13F | Fmr Llc | 2 606 | 31,09 | 192 | 42,54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 18 815 | 3,53 | 1 385 | 12,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 245 | 0,00 | 18 | 12,50 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 53 175 | 3 915 | ||||||
| 2025-07-23 | 13F | Wormser Freres Gestion | 700 | 0,00 | 51 | 8,51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | 12,50 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22 844 | 1 682 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 800 | −49,09 | 206 | −44,77 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 500 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31 880 | −9,94 | 2 347 | −2,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 50 | −25,37 | 4 | −25,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34 | 3 | ||||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 12 995 | −0,57 | 957 | 7,78 |
