Grundläggande statistik
| Institutionella ägare | 226 total, 225 long only, 0 short only, 1 long/short - change of −1,72% MRQ |
| Genomsnittlig portföljallokering | 0.7276 % - change of −0,02% MRQ |
| Institutionella aktier (lång) | 270 072 792 (ex 13D/G) - change of 3,38MM shares 1,27% MRQ |
| Institutionellt värde (lång) | $ 5 847 482 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF (US:SPMB) har 226 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 270,072,792 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., LPL Financial LLC, Stifel Financial Corp, Benjamin Edwards Inc, FISR - SPDR SSGA Fixed Income Sector Rotation ETF, State Street Corp, Confluence Investment Management Llc, Ameriprise Financial Inc, CX Institutional, and Advisory Alpha, LLC .
SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF (ARCA:SPMB) 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 11, 2025 is 22,50 / share. Previously, on September 12, 2024, the share price was 22,63 / share. This represents a decline of 0,57% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Collier Financial | 523 004 | 11 532 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32 881 | −40,79 | 727 | −40,69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 754 | 0,00 | 17 | 0,00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 19 508 | −0,25 | 430 | 2,14 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 9 999 | 0,00 | 221 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 427 088 | 3,34 | 9 439 | 3,58 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 807 932 | 18 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 24 489 | 11,67 | 541 | 14,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 787 | 0,00 | 84 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 235 452 | 24,78 | 137 804 | 25,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23 364 | −2,00 | 516 | −1,71 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 862 493 | 41 161 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 825 673 | 5,38 | 18 247 | 5,61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 305 | 0,74 | 427 | 0,95 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 10 404 | −0,70 | 230 | −0,87 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 59 625 | −0,75 | 1 318 | −0,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7 797 906 | 26,57 | 172 334 | 26,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 800 | 18 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 90 150 | 11,96 | 1 992 | 12,23 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 655 | 14 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 222 806 | 4,29 | 4 924 | 4,54 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15 021 | 0,19 | 332 | 0,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 663 | 2,67 | 744 | 2,91 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 650 | 0,00 | 36 | 0,00 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 114 414 | 18,46 | 2 529 | 18,74 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 4 727 616 | 13,60 | 104 480 | 13,86 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 239 881 | −6,69 | 5 301 | −6,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 259 729 | 0,95 | 27 840 | 1,18 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 744 | 39 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 133 | 3 | ||||||
| 2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 0,00 | 1 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 80 133 | 1 771 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 130 137 | −1,44 | 2 877 | −1,34 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 25 732 | −8,77 | 569 | −8,53 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36 107 | 0,07 | 798 | 1,14 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 130 226 | −4,67 | 2 878 | −4,48 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 302 664 | −8,25 | 6 689 | −8,04 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 157 | 3 | ||||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 61 632 | 15,46 | 1 362 | 15,72 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 184 335 955 | 0,37 | 4 073 825 | 0,60 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 14 670 | −31,67 | 324 | −31,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 666 | 0,15 | 15 | 0,00 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 173 723 | 27,19 | 3 839 | 27,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 121 092 | −13,15 | 2 676 | −12,95 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 341 | 0,00 | 8 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225 714 | 82,20 | 4 984 | 82,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 093 | 185,07 | 68 | 195,65 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 372 376 | 5,17 | 8 229 | 5,41 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 32 180 | 10,05 | 711 | 10,40 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 179 | 27,41 | 468 | 27,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 768 358 | 4,30 | 61 177 | 4,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 310 301 | 12,85 | 6 858 | 13,10 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 122 990 | 12,35 | 2 718 | 12,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 226 | 0,22 | 336 | 0,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 089 | 0,00 | 68 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 667 | 0,00 | 214 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8 659 | −19,85 | 191 | −19,75 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 514 | 232 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 798 | 0,02 | 106 | 0,95 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 126 840 | −11,42 | 2 803 | −11,21 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 104 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 119 897 | 1,56 | 2 650 | 1,77 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14 495 | 5,84 | 320 | 6,31 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 983 | −0,95 | 221 | −0,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 566 011 | 2,27 | 12 509 | 2,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34 100 | 748 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 60 771 | 22,23 | 1 343 | 22,54 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 42 389 | 34,94 | 937 | 35,26 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 1 862 493 | 14,90 | 41 161 | 15,16 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 236 738 | 8,13 | 5 232 | 8,37 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 24 302 | −82,26 | 537 | −82,22 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 11 895 | 0,92 | 263 | 1,16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 325 332 | 4,92 | 7 190 | 5,15 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 150 | 666,67 | 25 | 733,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 164 027 | 2,33 | 3 625 | 2,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 026 | −47,73 | 45 | −48,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 484 | −77,47 | 11 | −78,72 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 625 | 14 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 8 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 210 147 | 10,89 | 4 644 | 11,15 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 188 | 127,34 | 114 | 128,00 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 255 526 | 5,19 | 5 647 | 5,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 18 842 | −6,84 | 416 | −6,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 519 740 | −29,33 | 11 486 | −29,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 058 372 | 20,36 | 45 | 21,62 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 44 194 | 3,29 | 975 | 4,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 467 036 | 4,68 | 10 321 | 4,91 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 243 | 5 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 147 312 | −4,14 | 3 256 | −3,93 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 122 278 | −13,31 | 2 702 | −13,12 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 25 967 | −39,06 | 560 | −40,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 551 | −77,46 | 299 | −77,43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 744 | 0,00 | 38 | 2,70 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 84 | 0,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 15 377 | −6,41 | 340 | −6,35 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 173 329 | −14,05 | 3 796 | −14,14 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20 455 | −41,67 | 452 | −41,53 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5 | 0,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81 062 | 7,43 | 1 787 | 7,46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 21 797 | −93,93 | 482 | −93,93 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 500 | 0,00 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 252 | 176,42 | 116 | 182,93 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 545 139 | 3,04 | 12 048 | 3,27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 383 | −54,30 | 8 | −55,56 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 25 834 | −4,27 | ||||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation 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 | 5 858 146 | 46,29 | 129 465 | 46,62 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 13 | 333,33 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 5 672 | −51,72 | 125 | −51,55 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 271 211 | −3,00 | 5 994 | −2,79 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 341 | 0,00 | 229 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 71 889 | −30,08 | 1 571 | −30,27 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 65 433 | −27,25 | 1 446 | −27,08 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 10 | −98,74 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 185 706 | 0,00 | 4 104 | 0,24 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 112 561 | −24,09 | 2 488 | −23,92 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 231 791 | −1,31 | 5 123 | −1,08 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 39 368 | −5,68 | 870 | −5,43 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 086 473 | 5,44 | 46 111 | 5,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 144 422 | 9,27 | 3 192 | 9,51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 644 810 | 2,06 | 14 250 | 2,29 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 54 291 | −1,03 | 1 200 | −0,83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 134 250 | 34,28 | 2 967 | 34,57 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 218 | 0,00 | 5 | 0,00 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 72 | 1,41 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 123 215 | 24,19 | 2 723 | 24,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14 800 | −58,43 | 327 | −58,29 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 22 500 | 581,82 | 497 | 590,28 | |||
| 2025-07-15 | 13F | Carr Financial Group Corp | 19 116 | −6,45 | 422 | −6,22 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 056 | −17,50 | 23 | −17,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81 646 | 5,37 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 21 655 | −33,38 | 479 | −33,24 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 34 | −43,33 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 170 | −83,72 | 48 | −83,96 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 43 077 | −4,33 | 952 | −4,03 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 10 149 | 224 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 176 942 | −30,40 | 3 910 | −30,24 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 9 363 | 0,00 | 206 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 653 | −26,36 | 722 | −26,20 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 70 467 | 1 547 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 452 503 | 10,79 | 10 000 | 11,04 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 371 | 8 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 390 052 | 4,05 | 8 620 | 4,28 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 94 950 | 1,17 | 2 098 | 1,40 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 244 389 | 2,74 | 5 401 | 2,97 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 366 | 207 | ||||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 420 144 | −17,41 | 9 260 | −15,85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 354 | 1 670,00 | 8 | |||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 573 559 | −4,49 | 12 676 | −4,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 41 458 | −54,39 | 916 | −54,29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 735 | 0,87 | 38 | 2,70 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 18 090 | 2,23 | 400 | 2,31 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 822 238 | 35,78 | 18 171 | 36,09 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 208 | −17,49 | 27 | −18,75 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 23 564 | 1,60 | 521 | 1,76 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 92 559 | 0,30 | 2 046 | 0,54 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 14 874 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 809 137 | 2,86 | 17 882 | 3,08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 734 | 38,65 | 591 | 39,15 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 54 059 | 14,59 | 1 195 | 14,81 | ||||
| 2025-04-28 | 13F | Acute Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 52 385 | 4,28 | 1 158 | 4,52 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 35 480 | 6,78 | 784 | 7,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 471 694 | −0,27 | 10 424 | −0,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 282 417 | 5,61 | 359 841 | 5,85 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 784 | −23,90 | 414 | −23,94 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 16 664 | −1,65 | 368 | −1,34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67 317 | −32,79 | 1 475 | −33,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 560 | −24,74 | 123 | −24,69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 597 | 455 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 70 | 2 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 757 | 622,50 | 83 | 654,55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 461 | 0,00 | 10 | 0,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10 572 | −10,94 | 234 | −10,73 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 35 551 | −94,01 | 786 | −94,00 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 200 764 | −3,48 | 4 437 | −3,27 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 359 281 | −1,23 | 7 940 | −1,01 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 849 | −4,20 | 218 | −3,98 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 42 609 | 0,32 | 942 | 0,53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 161 096 | −97,14 | 3 560 | −97,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 124 289 | 286,12 | 2 747 | 287,31 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 120 886 | 2,03 | 2 672 | 2,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 51 469 | −7,26 | 1 137 | −7,03 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 16 509 | −58,15 | 365 | −58,11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58 012 | 40,18 | 1 282 | 40,57 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 7 246 | 437,14 | 160 | 451,72 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 168 116 | 21,82 | 3 715 | 22,08 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58 421 | −44,60 | 1 291 | −44,47 | ||||
| 2025-08-14 | 13F | State Street Corp | 5 858 146 | 45,94 | 129 465 | 46,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 564 779 | 3,20 | 34 582 | 3,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 696 | −36,55 | 37 | −36,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117 127 | −2,31 | 2 588 | −2,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 83 987 | 22,93 | 1 856 | 23,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 214 625 | 10,22 | 4 743 | 10,48 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 071 342 | −4,61 | 45 777 | −4,40 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 26 701 | −1,18 | 590 | −0,84 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 212 861 | 7,59 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150 826 | 9,21 | 3 333 | 9,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 228 316 | 2,67 | 27 146 | 2,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 70 148 | 93,27 | 1 550 | 93,75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 142 166 | 8,82 | 3 142 | 9,06 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 156 477 | 2,74 | 3 458 | 2,98 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18 486 | 409 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 12 000 | 0,00 | 265 | 0,38 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 797 | 0,00 | 217 | 0,00 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 601 510 | 13 293 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 370 984 | 4,31 | 8 199 | 4,55 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 984 | −4,83 | 88 | −4,35 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 22 097 | −1,02 | 488 | −0,81 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50 375 | 1 113 | ||||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 1 482 295 | 0,00 | 32 744 | 0,13 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 297 857 | −7,04 | 6 583 | −6,84 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 500 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 19 974 | −3,90 | 441 | −3,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 971 | 14,95 | 353 | 15,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 235 549 | 22,67 | 49 | 22,50 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 54 919 | −2,95 | 1 214 | −2,72 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 861 456 | 9,41 | 19 038 | 9,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 448 029 | 1,05 | 32 001 | 1,28 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 37 746 | −2,54 | 834 | −2,34 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 114 411 | −3,25 | 2 527 | −3,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 594 | 18,90 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 104 649 | −10,74 | 2 313 | −10,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 610 | −0,80 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18 042 | 23,84 | 399 | 23,99 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 46 553 | −3,73 | 1 029 | −3,56 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 35 961 | −3,97 | 793 | −3,88 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 6 020 | −4,08 | 133 | −3,62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 406 | −50,20 | 672 | −48,97 |
