Grundläggande statistik
| Institutionella ägare | 216 total, 216 long only, 0 short only, 0 long/short - change of −4,41% MRQ |
| Genomsnittlig portföljallokering | 0.2819 % - change of −7,93% MRQ |
| Institutionella aktier (lång) | 28 998 942 (ex 13D/G) - change of 2,06MM shares 7,66% MRQ |
| Institutionellt värde (lång) | $ 670 140 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio TIPS ETF (US:SPIP) har 216 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 28,998,942 aktier. Största aktieägare inkluderar State Street Corp, Charles Schwab Investment Management Inc, Cwm, Llc, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class, LPL Financial LLC, 3EDGE Asset Management, LP, EDGF - 3EDGE Dynamic Fixed Income ETF, Pure Financial Advisors, Inc., and Cannon Financial Strategists, Inc. .
SPDR Series Trust - SPDR Portfolio TIPS ETF (ARCA:SPIP) 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 26,43 / share. Previously, on September 9, 2024, the share price was 26,12 / share. This represents an increase of 1,19% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5 666 | 0,00 | 148 | −1,34 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 248 705 | 16,46 | 6 481 | 15,05 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 36 860 | −0,24 | 961 | −1,44 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7 987 | −8,27 | 208 | −9,17 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16 589 | 0,00 | 432 | −1,14 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 175 | 0,00 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 376 | 11,25 | 349 | 9,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 49 839 | −9,61 | 1 299 | −10,73 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 37 139 | 1,95 | 968 | 0,73 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18 470 | −18,72 | 481 | −16,35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 22 195 | −4,88 | 578 | −6,02 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 627 | 485 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 0 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 369 | −38,01 | 88 | −39,16 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 66 724 | −4,48 | 1 733 | −9,97 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 53 250 | 0,00 | 1 388 | −1,21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 448 | 7 236,17 | 90 | 8 800,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 272 | −19,15 | 346 | −20,32 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 627 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58 599 | −27,01 | 1 527 | −27,87 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9 749 | 0,00 | 254 | −1,17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 944 | −2,80 | 233 | −3,72 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 145 800 | 1,27 | 3 800 | 0,05 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 13 787 | −57,77 | 359 | −58,42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 31 041 | 0,00 | 809 | −1,22 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 25 383 | 0,48 | 661 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 632 | 16 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 621 | 1,24 | 329 | 0,00 | ||||
| 2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 666 538 | −2,20 | 17 370 | −3,39 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 259 | −29,70 | 111 | −29,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 839 | 22 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 12 125 | −0,26 | 316 | −1,56 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 33 | 0,00 | 1 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 059 | 54 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 118 842 | −5,06 | 3 097 | −6,21 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 9 548 | 0,00 | 249 | −1,20 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2 036 766 | 53 078 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 109 394 | −5,29 | 2 851 | −6,47 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 14 663 | −20,37 | 382 | −21,24 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99 673 | 53,11 | 2 597 | 51,25 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 9 203 | −4,22 | 240 | −5,53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 584 | −2,05 | 67 | −2,90 | ||||
| 2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 1 276 010 | −7,25 | 33 253 | −8,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 945 | 0,32 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 599 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 120 175 | −2,70 | 3 132 | −3,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 101 | 0,13 | 159 | −0,62 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40 304 | 69,16 | 1 050 | 67,20 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 237 | 0,00 | 110 | 0,00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 35 586 | −4,97 | 927 | −6,08 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 13 676 | −20,05 | 356 | −21,06 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 221 | −13,43 | 240 | −14,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 378 | 3,29 | 1 183 | 1,98 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 11 115 | −29,80 | 290 | −30,70 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3 101 | −1,93 | 81 | −3,61 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 12 000 | 313 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 310 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 649 | −44,23 | 43 | −46,15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 99 351 | −0,12 | 2 589 | −1,33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 201 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 186 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 87 074 | 0,05 | 2 269 | −1,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 218 859 | −26,92 | 5 703 | −27,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 33 580 | −5,50 | 875 | −6,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 170 | −28,20 | 291 | −28,50 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 1 278 493 | −7,29 | 33 247 | −8,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 323 | −12,94 | 8 | −11,11 | ||||
| 2025-04-09 | 13F | Kwmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 712 | 45 | ||||||
| 2025-05-13 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 38 101 | −1,17 | 993 | −2,36 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 077 645 | −2,12 | 28 083 | −3,31 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 945 | 1,51 | 51 | 0,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 27 125 | 16,87 | 707 | 15,36 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 31 500 | 5,31 | 821 | 3,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 51 | 0,00 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 593 357 | 8,78 | 15 463 | 7,46 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 37 509 | −0,46 | 977 | −1,71 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 087 | 0,00 | 28 | 0,00 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 1 600 | −28,57 | 42 | −30,51 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9 407 | 2,02 | 245 | 0,82 | ||||
| 2025-07-17 | 13F | KWB Wealth | 18 986 | 8,75 | 501 | 13,38 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 17 953 | −0,42 | 468 | −1,06 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 316 | −3,36 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 028 405 | 10,61 | 79 | 8,33 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 77 011 | −3,21 | 2 007 | −4,39 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 29 230 | −6,15 | 762 | −7,31 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 11 643 | −53,51 | 303 | −54,09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 170 | −30,33 | 4 | −33,33 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 209 059 | −3,39 | 83 628 | −4,56 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 504 | −15,72 | 326 | −16,88 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 39 017 | −14,31 | 1 017 | −15,40 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 350 | 0,00 | 9 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 7 826 | 0,00 | 204 | −1,46 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14 869 | 9,22 | 387 | 7,80 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 87 423 | 0,00 | 2 297 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 88 | −60,00 | 2 | −60,00 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 1 747 033 | −1,86 | 45 528 | −3,05 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 520 | 0,00 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 171 831 | 6,51 | 4 478 | 5,22 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 251 083 | −9,61 | 6 543 | −10,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 122 445 | 3,35 | 3 191 | 2,08 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 067 | −3,01 | 236 | −4,08 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 43 | 0,00 | 1 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 234 | 0,43 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 850 | −26,09 | 22 | −26,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 48 253 | −0,37 | 1 257 | −1,57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 041 | −40,76 | 105 | −41,34 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 272 | 1,30 | 111 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 61 824 | 8,58 | 1 611 | 7,26 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 89 | 1,14 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 942 | 2,17 | 415 | 5,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 812 | 82,06 | 21 | 90,91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 613 | −2,19 | 251 | −3,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 388 | 854,27 | 219 | 847,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 44,11 | 10 | 50,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 43 542 | 1 135 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 242 | −23,17 | 6 | −25,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 22 | −81,97 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 235 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cordant, Inc. | 9 765 | 0,00 | 254 | −1,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426 472 | 22,18 | 11 114 | 20,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 361 817 | 29,52 | 9 429 | 27,94 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 575 | 4,81 | 1 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23 544 | −37,07 | 614 | −37,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 22 122 | 3,72 | 577 | 2,49 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 460 | 0,00 | 273 | −1,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 500 | −15,54 | 326 | −16,67 | |||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 161 586 | 29,76 | 4 211 | 28,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 998 | 0,01 | 808 | −1,22 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 44 | −94,78 | 1 | −95,24 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 10 856 | 0,53 | 281 | 1,08 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 609 523 | 1,02 | 15 884 | −0,20 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 131 | 0,00 | 29 | 0,00 | ||||
| 2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 245 | −98,35 | 6 | −98,47 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 38 645 | −0,96 | 1 007 | −2,14 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 004 | −25,14 | 52 | −22,39 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 42 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 336 | −3,88 | 269 | −4,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 101 683 | −12,18 | 2 650 | −13,26 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 304 | 11,69 | 529 | 10,44 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 13 440 | 0,00 | 350 | −1,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 598 | −4,47 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30 222 | −58,53 | 1 | −100,00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 31 735 | −37,38 | 827 | −38,10 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 11 674 | 0,44 | 304 | −0,65 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 300 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 686 | 44 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 46 905 | 14,98 | 1 222 | 13,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 756 | 0,00 | 72 | −1,39 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 122 507 | 14,15 | 3 193 | 12,75 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 619 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 193 169 | −34,83 | 5 034 | −35,63 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 51 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 404 112 | 2,29 | 36 591 | 1,05 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 84 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166 920 | 109,51 | 4 350 | 107,00 | ||||
| 2025-07-31 | 13F | City State Bank | 42 675 | 0,00 | 1 112 | −1,16 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 79 235 | −2,16 | 2 065 | −3,37 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 556 | −3,79 | 353 | −4,85 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 903 222 | 10,86 | 23 538 | 9,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5 240 | 0,00 | 137 | −1,45 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 39 416 | 18,04 | 1 027 | 16,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 671 | 11,21 | 122 | 10,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 | 118,18 | 1 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14 671 | 1,28 | 382 | 0,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8 167 | 213 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 700 | 0,00 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66 | 0,00 | 2 | 0,00 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 115 206 | 1,72 | 3 002 | 0,50 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 239 | −7,72 | 397 | −8,74 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80 | 1,27 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 261 195 | 11,10 | 6 807 | 9,76 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 19 431 | −4,83 | 506 | −5,95 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 22 466 | 0,00 | 585 | −1,18 | ||||
| 2025-08-14 | 13F | State Street Corp | 3 783 799 | 114,85 | 98 606 | 112,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34 774 | 16,66 | 906 | 15,27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 105 | −91,16 | 3 | −93,55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 309 | −32,06 | 422 | −33,33 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27 485 | −21,23 | 716 | −22,17 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 628 | 0,16 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 65 744 | 0,31 | 1 713 | −0,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 867 475 | −3,56 | 22 606 | −4,73 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3 130 | 117,66 | 82 | 118,92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 69 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 130 | 1 200,00 | 3 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 976 | −3,16 | 78 | −4,94 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 84 481 | −8,89 | 2 202 | −9,98 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313 481 | 918,75 | 8 169 | 907,27 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 32 471 | −15,38 | 846 | −16,40 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 152 | 0,00 | 343 | −1,16 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86 587 | 11,13 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10 917 | 37,25 | 284 | 35,89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 926 | −20,67 | 1 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 630 836 | 6,10 | 16 455 | 5,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 771 | −0,52 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 97 446 | 0,37 | 2 539 | −0,86 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17 652 | 0,86 | 460 | −0,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 153 522 | −6,84 | 4 001 | −7,98 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 610 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 230 | 4 019 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 19 735 | 0,00 | 514 | −1,15 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 748 | 4,61 | 46 | 2,27 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 96 573 | 3,61 | 2 517 | 2,36 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 84 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13 112 | 0,78 | 342 | −0,58 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 899 | −1,23 | 232 | −2,53 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 199 | −4,68 | 109 | −6,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 518 | 12,69 | 300 | 11,52 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56 143 | 4,40 | 1 463 | 3,10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 057 | 1 118,55 | 132 | 1 210,00 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 679 548 | −4,22 | 17 639 | −5,75 |
Other Listings
| MX:SPIP |
