Grundläggande statistik
Institutionella ägare | 250 total, 248 long only, 0 short only, 2 long/short - change of 11,06% MRQ |
Genomsnittlig portföljallokering | 0.2187 % - change of 19,38% MRQ |
Institutionella aktier (lång) | 16 561 213 (ex 13D/G) - change of 3,79MM shares 29,71% MRQ |
Institutionellt värde (lång) | $ 549 695 USD ($1000) |
Institutionellt ägande och aktieägare
abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF (US:SIVR) har 250 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,561,213 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, AMG National Trust Bank, HighTower Advisors, LLC, Quadrature Capital Ltd, Banco Bilbao Vizcaya Argentaria, S.a., and Morgan Stanley .
abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF (ARCA:SIVR) 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 39,36 / share. Previously, on September 9, 2024, the share price was 27,06 / share. This represents an increase of 45,45% 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
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 618 | 13,34 | 537 | 20,13 | ||||
2025-08-12 | 13F | Change Path, LLC | 14 566 | 14,12 | 501 | 21,01 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 85 297 | −1,01 | 2 935 | 4,78 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 181 | 0,00 | 213 | 6,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 059 | 11,95 | 36 | 20,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 105 500 | 46,53 | 3 630 | 55,13 | |||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 121 662 | 680,69 | 4 186 | 727,27 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 22 300 | −21,20 | 767 | −16,63 | |||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27 052 | 16,91 | 931 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 372 | 0,00 | 13 | 0,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 7 333 | 12,54 | 252 | 19,43 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 26 500 | 0,00 | 966 | 12,20 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 506 714 | 250,87 | 17 431 | 271,09 | ||||
2025-08-14 | 13F | Dauntless Investment Group, LLC | 4 338 | 149 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 3 500 | 0,00 | 120 | 6,19 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 9 225 | 317 | ||||||
2025-08-14 | 13F | Intrepid Family Office Llc | 100 000 | 100,00 | 3 441 | 111,75 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 469 | 326 | ||||||
2025-08-13 | 13F | Guardian Point Capital, Lp | 200 000 | 6 882 | ||||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 103 400 | −0,96 | 3 558 | 4,80 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 14 054 | −17,33 | 484 | −12,50 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 960 | 0,00 | 33 | 6,45 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 241 | −1,71 | 662 | 4,09 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 26 288 | 42,86 | 905 | 51,17 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 23 742 | 0,00 | 817 | 5,84 | ||||
2025-07-25 | 13F | Cwm, Llc | 59 001 | 0,00 | 2 | 100,00 | ||||
2025-05-14 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 747 | 0,13 | 404 | 17,10 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 7 959 | 0,00 | 274 | 5,81 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 588 862 | 3,09 | 20 263 | 9,12 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 300 | 251 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 33 413 | −0,26 | 1 150 | 5,51 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 120 | 0,00 | 4 | 33,33 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 715 | 0,00 | 25 | 4,35 | ||||
2025-04-22 | 13F | Country Trust Bank | 245 | 0,00 | 7 | 0,00 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 116 375 | −7,76 | 4 004 | −2,37 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 29 887 | −0,83 | 1 028 | 5,01 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 226 791 | 18,22 | 7 804 | 25,13 | ||||
2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 30 318 | 2,23 | 1 043 | 8,20 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 8 350 | 287 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 502 | −0,74 | 809 | 6,46 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 205 506 | 33,82 | 7 071 | 41,65 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 56 490 | 133,46 | 1 944 | 191,30 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 9 535 | 0,69 | 328 | 6,84 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 261 689 | 7,37 | 9 005 | 13,64 | ||||
2025-08-05 | 13F | X-Square Capital, LLC | 6 500 | 0 | ||||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 14 484 | 498 | ||||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | WT Wealth Management | 57 053 | 19,40 | 1 855 | 40,77 | ||||
2025-07-21 | 13F | Matauro, Llc | 14 683 | 505 | ||||||
2025-08-11 | 13F | Sprott Inc. | 36 792 | 149,22 | 1 266 | 164,30 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 189 634 | 5,27 | 6 525 | 11,41 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 80 884 | −0,23 | 2 768 | 5,09 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 675 | 0 | ||||||
2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 3 000 | 0,00 | 103 | 6,19 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 17 900 | 0,00 | 616 | 5,85 | ||||
2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 4 778 | 12,37 | 164 | 18,84 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 13 785 | 0,00 | 474 | 5,80 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 000 | 0,00 | 34 | 6,25 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 48 547 | 0,00 | 1 578 | 17,94 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 44 420 | 1 528 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 836 | 10,74 | 614 | 17,21 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54 851 | 42,09 | 1 887 | 50,48 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 28 397 | −2,76 | 977 | 2,95 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 78 568 | 6,77 | 2 704 | 13,00 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 6 230 | −33,86 | 214 | −30,07 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 42 821 | 1,93 | 1 473 | 27,20 | ||||
2025-08-14 | 13F | Hamilton Capital, LLC | 8 136 | 0,57 | 280 | 6,08 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 347 063 | −1,37 | 11 942 | 4,39 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 22 183 | 763 | ||||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 7 750 | 0,00 | 267 | 5,98 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Systelligence, LLC | 284 006 | −0,26 | 9 773 | 5,56 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 727 | 5,76 | 197 | 11,93 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 6 529 | 0,00 | 225 | 5,66 | ||||
2025-05-14 | 13F | Huntington National Bank | 36 | 20,00 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 468 | 0,00 | 16 | 6,67 | ||||
2025-07-28 | 13F | Copia Wealth Management | 35 | 1 | ||||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 17 944 | 0,56 | 617 | 6,38 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 180 | 0,00 | 385 | 5,79 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 160 | 6 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 90 | 0,00 | 3 | 50,00 | ||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 238 | 37,57 | 0 | |||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 10 500 | 10,53 | 361 | 17,21 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 106 407 | −54,52 | 3 661 | −51,86 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 37 177 | 1 279 | ||||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 260 101 | 16,12 | 8 950 | 22,92 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 70 488 | −1,77 | 2 425 | 3,99 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 668 | −17,27 | 642 | −12,41 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 33 139 | 6,19 | 1 140 | 12,43 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 102 600 | 32,90 | 3 530 | 40,69 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 187 | −7,68 | 419 | −1,87 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 348 | 0,00 | 12 | 0,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 775 | 233 | ||||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 167 | 6 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 670 | 230 | ||||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 450 000 | −10,00 | 15 447 | −5,73 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 59 341 | 69,96 | 2 | 100,00 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 213 | 76,03 | 7 | 133,33 | ||||
2025-08-04 | 13F | Haven Private, LLC | 10 457 | 360 | ||||||
2025-08-14 | 13F | UBS Group AG | 946 470 | 45,89 | 32 568 | 54,42 | ||||
2025-08-12 | 13F | MAI Capital Management | 718 | 0,00 | 25 | 4,35 | ||||
2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 2 364 | 2,65 | 77 | 20,63 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 881 427 | 37,61 | 30 330 | 45,65 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 13 116 | 0,00 | 451 | 5,87 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14 520 | 1,87 | 500 | 7,78 | ||||
2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 022 | −2,05 | 345 | 3,61 | ||||
2025-08-13 | 13F | JT Stratford LLC | 6 931 | 2,97 | 238 | 9,17 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 825 | 0,00 | 28 | 7,69 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 4 957 | 21,94 | 171 | 28,79 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 67 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 12 680 | 10,26 | 436 | 16,89 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55 481 | 1,58 | 1 909 | 7,55 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 6 707 | 0,00 | 231 | 5,50 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 26 797 | 37,73 | 922 | 45,89 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 16 083 | 1,46 | 553 | 7,38 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 350 | 0,00 | 37 | −13,95 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 34 000 | 0,00 | 1 170 | 5,79 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 8 455 | −37,85 | 291 | −34,39 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 9 618 | 0,19 | 331 | 5,77 | ||||
2025-08-14 | 13F | Fmr Llc | 343 | 62,56 | 12 | 83,33 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 1 615 | 56 | ||||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 817 | 28 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 7 844 | 2,62 | 270 | 8,47 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 9 400 | 8,05 | 323 | 14,54 | |||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 990 | 0,00 | 34 | 6,25 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 61 700 | 0,00 | 2 123 | 5,89 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 13 610 | −48,54 | 468 | −45,52 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Blossom Wealth Management | 7 200 | 3,97 | 248 | 9,78 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 686 | 0,00 | 368 | 5,76 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 112 | 4 | ||||||
2025-08-11 | 13F | Inspire Advisors, LLC | 40 178 | −0,23 | 1 383 | 5,58 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 12 194 | −5,14 | 420 | 0,48 | ||||
2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Transform Wealth, LLC | 27 294 | −8,31 | 887 | 8,17 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 45 900 | 18,95 | 1 612 | 28,55 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 3 580 | 0,00 | 123 | 6,03 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 105 284 | −9,88 | 3 623 | −4,63 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 91 196 | −29,65 | 3 138 | −25,53 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 713 | −21,04 | 472 | −16,49 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 32 | 0,00 | 1 | 0,00 | ||||
2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 510 | 52 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 214 | 214 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107 261 | 3,00 | 4 | 0,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 164 425 | −2,78 | 5 658 | 2,89 | ||||
2025-07-17 | 13F | Forefront Wealth Management Inc. | 47 401 | 1 631 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 30 304 | 1 043 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192 892 | −10,77 | 6 637 | −5,55 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 287 | 0,00 | 10 | 0,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 22 011 | 1,92 | 757 | 7,83 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 20 850 | −4,58 | 717 | 0,99 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 137 023 | 2,88 | 4 715 | 8,89 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 4 565 | −98,98 | 157 | −98,92 | ||||
2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 7 392 | 24,99 | 221 | 19,57 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 8 641 | 0,00 | 297 | 6,07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 110 561 | 3 804 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 830 | 0,89 | 235 | 6,82 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 376 500 | 152,52 | 12 955 | 167,28 | |||
2025-08-04 | 13F | Silver Coast Investments LLC | 90 508 | −6,48 | 3 114 | −1,02 | ||||
2025-07-22 | 13F | IMC-Chicago, LLC | 49 531 | 1 704 | ||||||
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 29 980 | 6,62 | 1 032 | 12,80 | ||||
2025-08-15 | 13F | Morgan Stanley | 426 396 | −1,73 | 14 672 | 4,01 | ||||
2025-08-13 | 13F | M&t Bank Corp | 22 600 | 0,00 | 778 | 5,86 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 20 916 | 720 | ||||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 735 | 0,00 | 230 | 0,00 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | 21 572 | 742 | ||||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 000 | 69 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 048 895 | 12,87 | 36 092 | 19,47 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 17 514 | 0,00 | 637 | 15,43 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 10 000 | 344 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12 351 | 12,19 | 425 | 18,77 | ||||
2025-08-08 | 13F | Creative Planning | 16 462 | 32,66 | 566 | 40,45 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 68 515 | 3,31 | 2 358 | 9,37 | ||||
2025-08-14 | 13F | Mariner, LLC | 30 829 | 162,33 | 1 061 | 177,49 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 73 485 | −34,41 | 2 529 | −30,59 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 129 554 | −0,45 | 4 458 | 5,37 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 106 | 4 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 353 055 | 12 149 | ||||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 11 455 | 0,00 | 394 | 5,91 | ||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 22 833 | −26,12 | 786 | −21,81 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 29 200 | −97,70 | 949 | −97,29 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 803 | 1,52 | 28 | 8,00 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 400 | −20,00 | 13 | 0,00 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 18 021 | −1,61 | 620 | 4,20 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 223 | 0,00 | 76 | 5,56 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 18 500 | 0,00 | 637 | 5,82 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Global Wealth Management, LLC | 27 903 | 3,19 | 1 014 | 15,36 | ||||
2025-07-18 | 13F | Old Point Trust & Financial Services N A | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 871 | −19,80 | 30 | −14,71 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 266 359 | 13,59 | 9 | 28,57 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 5 920 | −7,59 | 204 | −2,40 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 1 400 | 48 | ||||||
2025-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 155 | 0 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9 472 | 5,61 | 326 | 11,68 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 565 412 | 7,45 | 19 456 | 13,73 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 114 | 4 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Security National Bank | 13 500 | 0,00 | 465 | 5,94 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 422 | 0,00 | 49 | 4,35 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 975 | 0,00 | 274 | 5,79 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 8 608 | 0,00 | 296 | 6,09 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 17 483 | 0,00 | 602 | 5,81 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137 063 | −0,43 | 4 716 | 5,39 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 235 | 0,00 | 8 | 14,29 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 124 311 | 8,97 | 4 278 | 15,35 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 155 650 | 2,70 | 5 356 | 8,69 | ||||
2025-08-04 | 13F | Spire Wealth Management | 2 094 | −11,38 | 72 | −5,26 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 16 246 | 73,75 | 559 | 84,49 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 18 344 | −2,46 | 631 | 3,27 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 14 429 | 39,69 | 497 | 48,06 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 11 162 | −46,41 | 384 | −43,28 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 108 | 0,00 | 4 | 0,00 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Myecfo, Llc | 62 602 | 2,32 | 2 154 | 8,30 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Boreal Capital Management LLC | 2 103 | 72 | ||||||
2025-08-14 | 13F | Comerica Bank | 1 752 | 242,86 | 60 | 275,00 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 67 369 | −1,68 | 2 318 | 4,09 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28 498 | 981 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 015 | 13,23 | 758 | 19,78 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 66 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 | 0 | ||||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 13 267 | 28,07 | 457 | 35,71 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 714 | 231 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 16 899 | 125,50 | 581 | 139,09 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 507 | 0,00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 94 546 | −20,65 | 3 257 | −16,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 695 | −0,36 | 334 | 5,38 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11 054 | 4,78 | 380 | 11,11 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 40 261 | −1,29 | 1 385 | 4,53 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 255 | 8,66 | 43 | 16,22 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 6 450 | 222 | ||||||
2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 70 638 | 2 431 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 194 | −78,73 | 7 | −79,31 | ||||
2025-08-07 | 13F | Richard C. Young & CO., LTD. | 62 366 | −2,98 | 2 146 | 2,73 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10 591 | 30,82 | 364 | 38,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 650 | 62,50 | 22 | 69,23 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 739 018 | 3 290,56 | 59 840 | 3 489,62 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 19 312 | 665 | ||||||
2025-07-08 | 13F | Arlington Trust Co LLC | 9 500 | 0,00 | 327 | 5,84 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 449 | 3,81 | 394 | 9,78 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 19 855 | 7,95 | 683 | 14,41 | ||||
2025-07-29 | 13F | Stableford Capital Ii Llc | 65 096 | −1,50 | 2 367 | 15,58 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 971 | −40,51 | 240 | −37,11 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 414 | 0,00 | 13 | 18,18 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 10 883 | 10,12 | 374 | 16,51 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 125 | 0,00 | 4 | 0,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 277 | 0,00 | 354 | 5,69 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 11 201 | −0,27 | 385 | 5,48 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 758 | −7,39 | 95 | −2,08 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 59 874 | 3 341,03 | 2 | −98,21 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 362 | 0,00 | 12 | 9,09 | ||||
2025-07-29 | 13F | Robinson Value Management, Ltd. | 45 518 | 0,55 | 1 566 | 6,46 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 14 244 | 0,00 | 490 | 5,83 | ||||
2025-07-17 | 13F | City Holding Co | 875 | 0,00 | 30 | 7,14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 973 453 | 14,43 | 33 496 | 21,12 | ||||
2025-08-14 | 13F | Betterment LLC | 13 341 | −31,33 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 262 | 9 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 822 | 268,92 | 132 | 296,97 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 056 | −5,29 | 36 | 0,00 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 26 000 | 0,00 | 895 | 5,80 | ||||
2025-07-18 | 13F | Vicus Capital | 13 431 | 25,66 | 462 | 33,14 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 894 | 272 |
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