Grundläggande statistik
| Institutionella ägare | 456 total, 455 long only, 0 short only, 1 long/short - change of −2,35% MRQ |
| Genomsnittlig portföljallokering | 0.2245 % - change of −0,32% MRQ |
| Institutionella aktier (lång) | 49 235 806 (ex 13D/G) - change of 3,35MM shares 7,30% MRQ |
| Institutionellt värde (lång) | $ 2 001 262 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF (US:SPYD) har 456 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 49,235,806 aktier. Största aktieägare inkluderar Meiji Yasuda Life Insurance Co, LPL Financial LLC, Ameriprise Financial Inc, Bank Of America Corp /de/, Auto-Owners Insurance Co, SBI Securities Co., Ltd., Morgan Stanley, Wells Fargo & Company/mn, First Command Advisory Services, Inc., and Envestnet Asset Management Inc .
SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF (ARCA:SPYD) 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 16, 2025 is 44,18 / share. Previously, on September 17, 2024, the share price was 45,65 / share. This represents a decline of 3,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 290 | 0,69 | 12 | 0,00 | ||||
| 2025-05-01 | 13F | Country Club Bank /gfn | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 4 902 | 0,00 | 208 | −3,70 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 31 451 | 10,01 | 1 335 | 5,45 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 511 | −93,47 | 22 | −93,93 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15 144 | 643 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 37 079 | −5,02 | 1 574 | −8,92 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 690 | 454 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6 439 | 1,21 | 278 | −1,42 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 33 605 | 25,92 | 1 426 | 20,75 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 125 | 0,00 | 48 | −4,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 632 | −7,40 | 451 | −9,07 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20 320 | −15,87 | 862 | −19,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 269 | 13 350,00 | 11 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 791 | −55,37 | 288 | −57,21 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263 549 | −0,70 | 11 665 | 9,55 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 11 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 5 990 | 0,00 | 254 | −4,15 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 366 | −19,52 | 398 | −22,91 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 5 620 | 0,00 | 239 | −4,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 330 | 2,53 | 438 | −1,57 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4 032 | 0,00 | 171 | −3,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 833 | 35 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 501 | 29,62 | 1 549 | 24,32 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 17 677 | 0,00 | 750 | −4,09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 28 480 | −25,94 | 1 209 | −28,98 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 65 951 | −3,39 | 2 799 | −7,38 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 337 | 0,00 | 57 | −5,08 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7 222 | −1,30 | 307 | −5,26 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11 603 | 492 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 48 689 | −23,21 | 2 066 | −26,37 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 608 | 1,16 | 26 | −3,85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 743 | −0,27 | 201 | −4,29 | ||||
| 2025-08-04 | 13F | Balentine LLC | 14 071 | −9,39 | 597 | −13,10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 299 625 | 6,29 | 12 716 | 1,92 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 6 565 | −3,44 | 279 | −7,33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 456 | −3,56 | 359 | −7,73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 019 | −0,64 | 1 486 | −4,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 82 011 | 0,77 | 3 481 | −3,39 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 122 557 | 0,26 | 132 521 | −3,86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 87 176 | 2,40 | 3 700 | −1,83 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5 561 | 34,55 | 236 | 29,12 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 143 | 11,93 | 218 | 7,39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 58 680 | −14,64 | 2 490 | −18,15 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 480 | 0,00 | 317 | −4,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 418 | −32,06 | 315 | −34,99 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5 494 | −19,90 | 233 | −23,10 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 555 | 5,83 | 236 | 1,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 582 | −15,63 | 2 444 | −19,11 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 194 578 | 208,04 | 8 | 300,00 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 48 599 | −23,76 | 2 063 | −26,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255 407 | 26,08 | 10 841 | 20,90 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 220 187 | −29,66 | 9 345 | −32,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 336 | −2,70 | 524 | −6,77 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6 201 | −2,59 | 263 | −6,41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 19 795 | −18,70 | 840 | −22,01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 250 | 0,00 | 11 | −9,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 100 812 | 2,96 | 4 278 | −1,27 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 10 592 146 | 0,00 | 449 531 | −4,11 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 195 | 0,00 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 306 | 0,00 | 13 | −7,69 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 600 | −44,54 | 280 | −46,77 | |||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 40 384 | 0,00 | 1 714 | −4,14 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 36 429 | −0,67 | 1 546 | −4,74 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 955 | 23,58 | 465 | 18,37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46 183 | 35 154,20 | 1 960 | 39 100,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 817 | −6,36 | 289 | −10,25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 687 | −33,71 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 108 584 | −1,07 | 4 608 | −5,15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33 960 | −3,91 | 1 441 | −7,57 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 6 448 | 0,00 | 274 | −4,21 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 450 729 | −4,68 | 19 129 | −8,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 40 135 | −0,17 | 1 703 | −4,27 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 195 143 | 1,70 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17 950 | −1,42 | 762 | −5,47 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 24 606 | 2,86 | 1 044 | −1,32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 99 045 | 8,31 | 4 203 | 3,85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 013 | −0,07 | 465 | 0,65 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 957 | −2,74 | 41 | −6,98 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 36 158 | 1 535 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 870 | 7,49 | 122 | 2,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 398 | −25,37 | 484 | −28,44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 649 | 0,00 | 28 | −3,57 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 148 802 | 2,30 | 6 315 | −1,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 410 | −23,68 | 1 121 | −26,85 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 10 114 | 0,00 | 429 | −4,03 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 606 | −7,54 | 153 | −11,05 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 70 058 | 4,87 | 2 973 | 0,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 117 211 | −3,70 | 4 974 | −7,67 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 29 616 | 0,81 | 1 257 | −3,38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 44 305 | 3,35 | 1 880 | −0,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 86 920 | −48,17 | 3 689 | −50,31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 813 | 2,07 | 247 | −2,38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10 130 | 430 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 872 | −1,83 | 377 | −5,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 467 090 | −11,29 | 19 823 | −14,94 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 51 325 | 957,81 | 2 178 | 917,76 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 10 972 | −12,62 | 466 | −16,22 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 122 394 | 0,00 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 20 283 | 0,00 | 861 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 4 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 920 | −2,06 | 379 | −6,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46 499 | 9,31 | 1 973 | 4,84 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 44 436 | −3,52 | 1 886 | −7,51 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6 747 | 0,00 | 286 | −4,03 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 5 700 | 0,00 | 242 | −4,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 71 626 | −1,75 | 2 044 | −35,82 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9 827 | 1,18 | 417 | −2,80 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 717 | 0,00 | 30 | −3,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 155 863 | 5,05 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 463 | 0,00 | 20 | −5,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 12 351 | −10,59 | 524 | −14,24 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 9 385 | 0,86 | 398 | −3,16 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 969 | 0,00 | 253 | −4,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 870 612 | 4,25 | 36 949 | −0,04 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 26 274 | −2,91 | 1 115 | −6,85 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 11 277 | 479 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 10 523 | 25,21 | 447 | 20,22 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 141 | 6 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 11 448 | −31,01 | 486 | −33,92 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 117 | 0,86 | 5 | −20,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 608 877 | 9,68 | 26 | 4,17 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 77 333 | −1,68 | 3 282 | −5,72 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 20 665 | 42,37 | 877 | 36,60 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 19 | 5,56 | 1 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 48 270 | 2 049 | ||||||
| 2025-04-17 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 35 617 | −3,39 | 1 512 | −7,36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126 495 | 7,32 | 5 368 | 2,91 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 150 | 0,00 | 49 | −4,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 415 | −2,78 | 230 | −6,91 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 510 | −25,77 | 361 | −28,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 671 161 | 6,44 | 28 484 | 2,06 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 40 | 2 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 138 868 | −0,64 | 5 894 | −4,74 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20 515 | −0,91 | 871 | −5,02 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 48 407 | 8,53 | 2 054 | 4,05 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 557 879 | −0,57 | 23 676 | −4,66 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 821 | 25,45 | 247 | 20,49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20 205 | −0,70 | 857 | −3,60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 84 856 | 13,59 | 3 601 | 8,92 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 14 310 | 5,45 | 607 | 1,17 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11 276 | 479 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 9 522 | −14,93 | 404 | −18,38 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 110 938 | 13,18 | 4 708 | 8,53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 039 | 0,00 | 214 | −4,05 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32 800 | −3,21 | 1 392 | −7,20 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | −92,59 | 8 | −93,28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 084 | 0,54 | 386 | −3,51 | ||||
| 2025-07-17 | 13F | City Holding Co | 2 220 | −13,79 | 94 | −16,81 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 270 | 0,00 | 11 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 54 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39 341 | −19,74 | 1 670 | −23,05 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 439 | 1,21 | 273 | −2,85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 589 | 237 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 701 | −18,04 | 1 133 | −21,37 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 224 | −39,34 | 434 | −30,50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 534 839 | 0,50 | 65 139 | −3,63 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16 196 | 19,62 | 687 | 14,69 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6 514 | −2,18 | 276 | −6,12 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 195 | 0,00 | 8 | 0,00 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 9 650 | 1,63 | 410 | −2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 237 820 | 25,20 | 10 093 | 20,05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14 612 | −0,19 | 620 | −4,17 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 096 | 221 | ||||||
| 2025-07-17 | 13F | SWS Partners | 218 491 | 1,46 | 9 273 | −2,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17 283 | 73,93 | 733 | 66,97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 2 070 | 1,17 | 88 | −3,33 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 16 097 | 0,00 | 683 | −4,07 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 300 | 13 | ||||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation 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 | 91 329 | 40,77 | 3 876 | 35,01 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 17 710 | 752 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 84 882 | 11,15 | 3 602 | 6,57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10 103 | 0,22 | 429 | −4,04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 376 | −57,75 | 143 | −59,49 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 8 227 | −1,79 | 349 | −5,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 67 400 | −11,78 | 2 860 | −15,41 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74 524 | 3 163 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12 200 | −49,17 | 518 | −51,32 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 739 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | White Pine Capital Llc | 60 699 | −4,24 | 2 576 | −8,16 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 8 252 | −53,33 | 350 | −55,24 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 453 | −13,15 | 231 | −16,61 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31 466 | 2,01 | 1 335 | −2,20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 117 005 | 4,00 | 4 966 | −0,28 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 525 | 2,35 | 234 | −1,68 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 12 015 | 0,28 | 510 | −3,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 48 678 | −23,42 | 2 066 | −26,59 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38 382 | 13,82 | 1 629 | 9,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16 027 | 1,91 | 695 | 5,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 37 736 | −10,54 | 1 602 | −14,20 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 39 455 | −11,39 | 1 674 | −15,03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 84 717 | 4,99 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 134 147 | −2,01 | 5 693 | −6,04 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 333 | 0,32 | 226 | −3,83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 329 | −10,06 | 693 | −13,70 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34 877 | 2,21 | 1 518 | 6,23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 4 815 | 0,48 | 204 | −3,77 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22 513 | −3,61 | 955 | −7,46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 330 | 354 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 044 | 1,16 | 44 | −2,22 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 18 340 | −0,47 | 797 | 6,99 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23 365 | −18,91 | 1 016 | −20,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554 807 | 20,78 | 23 546 | 15,82 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 147 601 | 0,00 | 6 264 | −4,10 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5 783 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 350 | 45,83 | 15 | 40,00 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 25 953 | 5,45 | 1 101 | 1,10 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 950 | 116,67 | 83 | 110,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28 373 | 0,24 | 1 204 | −3,83 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 8 100 | −23,58 | 344 | −26,87 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 573 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49 717 | 3,79 | 2 163 | 2,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 555 | −26,49 | 24 | −30,30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 950 | 0,07 | 125 | −3,85 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 050 | 0,00 | 45 | −4,35 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 758 | 0,00 | 202 | −4,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 926 | −16,03 | 549 | −19,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 954 | 1 483 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 74 025 | 25,46 | 3 142 | 20,30 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 281 181 | 5,08 | 11 933 | 0,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6 300 | −16,00 | 267 | −19,34 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12 200 | −21,56 | 518 | −24,85 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 387 | −8,29 | 16 | −11,11 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 117 020 | 2,52 | 4 966 | −1,68 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 14 804 | −11,81 | 628 | −15,36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 51 740 | 0,06 | 2 196 | −4,06 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 188 969 | −0,92 | 8 020 | −5,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 74 474 | −2,05 | 3 161 | −6,09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 83 378 | 27,52 | 3 539 | 22,30 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10 933 | 1,86 | 464 | −2,53 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 216 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 66 228 | 5,96 | 2 811 | 1,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53 127 | 188,37 | 2 255 | 176,56 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 4 825 | −50,30 | 203 | −52,68 | ||||
| 2025-04-15 | 13F | Collier Financial | 16 178 | 716 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 833 | −5,26 | 460 | −9,29 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 500 | 0,00 | 64 | −4,55 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 11 | −79,63 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 195 905 | 43,77 | 8 | 33,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1 000 | 42 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 23 990 | −12,70 | 1 026 | −10,79 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 21 738 | −14,38 | 923 | −17,90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 754 | 32 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 160 | 0,00 | 49 | −3,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 207 028 | 11,68 | 8 786 | 7,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 146 741 | 7,48 | 6 | 0,00 | ||||
| 2025-05-05 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 070 | −30,41 | 470 | −32,23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 588 | 1,82 | 237 | −2,07 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Peterson Wealth Services | 2 068 | 0,78 | 88 | −3,33 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11 847 | −8,64 | 503 | −12,39 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 911 | −0,43 | 972 | −4,52 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 236 | −3,70 | 222 | −7,50 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 27 474 | 1 166 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 127 750 | 0,00 | 5 422 | −4,12 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 5 293 | −8,73 | 225 | −12,50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7 083 | −0,65 | 301 | −4,76 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 19 997 | 0,00 | 849 | −4,18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 717 | 0,00 | 30 | −3,23 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 250 | 11 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 100 955 | −0,10 | 4 285 | 1,32 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 18 619 | 0,00 | 790 | −4,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 100 | −11,58 | 47 | −16,36 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 188 | 8 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 788 | 60,82 | 33 | 57,14 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 3 460 | 0,00 | 147 | −4,58 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 34 285 | −1,41 | 1 455 | −5,46 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 64 508 | −6,43 | 2 738 | −10,29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 720 | −17,96 | 209 | −16,13 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 622 | 11,68 | 239 | 7,21 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 727 | 16,48 | 455 | 11,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 375 265 | 44,93 | 15 926 | 38,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 021 | 6,38 | 213 | 2,40 | ||||
| 2025-07-10 | 13F | Security National Bank | 9 759 | 0,00 | 414 | −3,94 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 20 031 | 0,00 | 850 | −4,06 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 7 222 | −1,30 | 307 | −5,26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32 850 | 27,22 | 1 444 | 34,95 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 080 | 0,30 | 216 | −4,02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 236 | 10,80 | 1 835 | 6,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 196 328 | 3,49 | 8 332 | −0,76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 590 | −32,75 | 752 | −35,09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 59 889 | 377,96 | 2 542 | 358,66 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 54 026 | −13,63 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 275 | −70,71 | 12 | −73,17 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 11 070 | 1,09 | 470 | −3,10 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 29 685 | −1,99 | 1 260 | −6,04 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 7 064 | −2,94 | 300 | −7,14 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 445 | 21,52 | 103 | 18,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 93 468 | −37,02 | 3 967 | −39,62 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100 602 | 4,86 | 4 270 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 86 241 | 4,48 | 3 660 | 0,19 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 880 | 0,00 | 37 | −2,63 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 21 856 | 928 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 343 | 0,00 | 15 | −6,67 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 480 | 0,00 | 63 | −4,62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15 440 | −2,98 | 683 | −0,73 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 20 436 | 0,37 | 867 | −3,77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 34 141 | 1 449 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 536 | −24,58 | 320 | −27,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34 063 | 52,16 | 1 437 | 46,93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49 563 | 7,96 | 2 103 | 3,55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 841 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 6 183 | 0,00 | 262 | −4,03 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 24 488 | −3,28 | 1 039 | −7,23 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 193 365 | −1,10 | 8 210 | −5,13 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 16 960 | −7,54 | 720 | −11,34 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 609 | 8,97 | 1 341 | 4,52 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 75 330 | −3,10 | 3 197 | −7,06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 230 | 1,63 | 1 156 | −2,53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 7 250 | −53,89 | 308 | −55,83 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7 911 | 0,00 | 336 | −4,29 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 314 | 0,00 | 98 | −3,92 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 32 034 | 37,58 | 1 360 | 31,94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 429 | 7,08 | 1 334 | 2,62 | ||||
| 2025-04-23 | 13F | Financial Enhancement Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 24 360 | 1 034 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 8 130 | 0,00 | 345 | −3,90 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 618 | −19,36 | 196 | −22,53 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 300 | 0,00 | 13 | −7,69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 690 | −5,26 | 1 557 | −9,11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 641 | 2,81 | 494 | −1,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 576 | 0,34 | 279 | −3,79 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 922 | −16,51 | 83 | −17,82 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 10 413 | 5,16 | 442 | 0,91 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 359 | 61,60 | 486 | 55,95 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 43 246 | 0,26 | 1 835 | −3,88 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 10 090 | −9,02 | 428 | −12,65 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 12 580 | −2,39 | 534 | −6,49 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2 639 | 0,00 | 112 | −4,31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 290 | −15,24 | 309 | −18,68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 245 | 0,00 | 10 | 0,00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 25 025 | 0,15 | 1 062 | −3,89 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 120 970 | 12,89 | 5 134 | 8,25 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 10 297 | −0,90 | 437 | −4,79 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7 150 | 0,42 | 303 | −3,81 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 982 | 1,13 | 42 | −2,38 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 455 944 | 43,03 | 19 350 | 37,16 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 8 748 | −1,77 | 371 | −5,84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 055 | −4,22 | 299 | −8,28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 132 552 | 5 628 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 248 | −13,51 | 53 | −17,46 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 709 | 0,00 | 73 | −4,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 634 | −0,42 | 494 | −4,64 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 57 100 | −6,47 | 2 423 | −10,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 442 | −37,36 | 372 | −33,75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 113 | 429 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 149 494 | −12,26 | 6 345 | −15,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 023 367 | −17,46 | 43 432 | −20,85 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 26 000 | 0,99 | 1 103 | −3,16 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 139 789 | 4,10 | 5 933 | −0,19 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 828 | −7,71 | 417 | −11,46 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 214 256 | −8,06 | 9 093 | −11,84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 170 | −12,54 | 262 | −16,35 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 8 800 | 0,00 | 373 | −4,11 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16 790 | −5,21 | 1 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 33 036 | −2,55 | 1 402 | −6,53 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 195 322 | 0,00 | 8 289 | −4,11 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 407 883 | 2,15 | 17 311 | −2,05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 14 232 | 0,00 | 604 | −3,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 288 | 0,00 | 97 | −3,96 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30 582 | 50,21 | 1 298 | 43,95 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 195 | −67,66 | 8 | −69,23 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 562 | 4,27 | 24 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 28 580 | 4,28 | 1 213 | 0,00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 29 994 | 11 897,60 | 1 273 | 11 463,64 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10 677 | 12,13 | 473 | 14,84 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 43 | 2,38 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 416 | −1,56 | 230 | −5,76 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 262 | 12,81 | 436 | 8,21 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 671 | −0,14 | 368 | −4,17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 492 | 0,00 | 63 | −4,55 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 24 800 | 13,02 | 1 053 | −4,10 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 764 341 | 31,25 | 159 716 | 25,82 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 375 953 | 5,30 | 15 955 | 0,97 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2 948 | −0,71 | 126 | −3,82 | ||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 196 936 | 0,20 | 8 358 | −3,93 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 7 609 | −4,91 | 323 | −9,04 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 217 913 | 0,00 | 9 248 | −4,11 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 674 | 0,00 | 71 | −4,05 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 258 | −5,20 | 53 | −8,62 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 29 119 | 2,65 | 1 236 | −1,59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 198 | 0,82 | 496 | 6,22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20 996 | 2,67 | 891 | −1,55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 777 | 0,00 | 372 | −4,12 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 77 001 | 3 268 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 084 | 0,00 | 216 | −4,44 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 27 093 | −47,46 | 1 150 | −49,65 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163 152 | 16,65 | 7 | 0,00 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 275 | 0,00 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7 220 | −8,71 | 306 | −12,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 128 | 22 460,00 | 48 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 720 | 19,86 | 73 | 14,29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6 052 | 257 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 282 168 | 17,12 | 11 975 | 14,96 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 33 973 | −1,85 | 1 442 | −5,94 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5 251 | −16,31 | 223 | −19,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 647 675 | 3,73 | 27 487 | −0,54 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8 348 | −1,02 | 354 | −5,09 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 760 | 7,41 | 796 | 3,11 | ||||
| 2025-04-23 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 040 | 44 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 207 | 0,00 | 136 | −3,55 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45 662 | 1,38 | 1 938 | −2,81 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6 215 | 0,00 | 274 | 5,38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17 346 | −18,74 | 736 | −21,87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 754 | −5,37 | 287 | −9,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 580 | 1,22 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 76 794 | 26,96 | 3 259 | 21,74 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24 263 | 0,00 | 1 030 | −4,10 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 575 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12 241 | 1,43 | 519 | −2,81 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 689 | −96,68 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 4 968 | 220 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 558 | −38,31 | 193 | −40,80 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14 500 | 615 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 024 | 1 239,49 | 468 | 1 234,29 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 800 | 0,00 | 34 | −5,71 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 5 214 | 0,00 | 221 | −3,91 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 76 278 | 0,28 | 3 237 | −3,83 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 15 590 | −3,11 | 662 | −7,16 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9 018 | 12,57 | 383 | 7,91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8 447 | −21,38 | 358 | −24,63 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 577 | 6,66 | 111 | 4,72 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 345 | 0,00 | 100 | −3,88 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 377 | −40,44 | 16 | −42,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197 990 | 103,05 | 8 403 | 94,74 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 333 498 | 7,81 | 14 154 | 3,37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77 526 | −0,68 | 3 290 | −4,75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81 798 | −2,92 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2 050 000 | 192,40 | 86 940 | 176,87 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 772 | 0,00 | 245 | −4,31 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 000 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 7 475 | 0,00 | 317 | −3,94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 846 | −2,44 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 931 | 0,00 | 39 | −4,88 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 789 | 2,29 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142 326 | −5,93 | 6 040 | −9,80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 341 | 0,02 | 524 | −4,21 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16 082 | 0,09 | 683 | −4,08 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 9 215 | 1,78 | 391 | −2,25 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 9 083 | 385 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 244 | 41,07 | 307 | 38,29 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 47 193 | 8,46 | 2 003 | 4,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 912 | 0,00 | 506 | −4,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 53 361 | 23,21 | 2 265 | 18,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 52,24 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 563 | 0,00 | 24 | −4,17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58 301 | 0,13 | 2 474 | −3,96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 181 | 0,00 | 8 | −12,50 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 110 | 37,50 | 5 | 33,33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 793 | −13,22 | 500 | −16,81 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4 812 | 204 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 475 224 | −2,42 | 62 609 | −6,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 427 531 | 6,78 | 187 904 | 2,39 |
Other Listings
| MX:SPYD |
