Grundläggande statistik
| Institutionella ägare | 236 total, 236 long only, 0 short only, 0 long/short - change of 9,26% MRQ |
| Genomsnittlig portföljallokering | 0.4839 % - change of −31,83% MRQ |
| Institutionella aktier (lång) | 20 910 587 (ex 13D/G) - change of −1,73MM shares −7,65% MRQ |
| Institutionellt värde (lång) | $ 948 916 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF (US:SPYX) har 236 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 20,910,587 aktier. Största aktieägare inkluderar Windmill Hill Asset Management Ltd, Choate Investment Advisors, Betterment LLC, Bank of New York Mellon Corp, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Gemmer Asset Management LLC, and Sensible Financial Planning & Management, LLC. .
SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF (ARCA:SPYX) 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 15, 2025 is 54,39 / share. Previously, on September 16, 2024, the share price was 46,22 / share. This represents an increase of 17,68% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 678 | 0,15 | 35 | 13,33 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1 816 | 2,83 | 92 | 15,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 835 | 0,83 | 246 | 12,33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 74 757 | 2,66 | 3 807 | 14,29 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10 822 | 551 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 340 | 124,58 | 679 | 150,55 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 940 | 179,14 | 99 | 216,13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 569 | 0,00 | 29 | 7,69 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 11 371 | 2,26 | 579 | 13,98 | ||||
| 2025-05-12 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 30 469 | 1 552 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 171 | 0,26 | 60 | 11,32 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7 932 | 0,00 | 404 | 11,33 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 6 135 | −25,59 | 312 | −17,24 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 780 | 0,00 | 40 | 11,43 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 23 830 | −26,10 | 1 214 | −17,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 471 | 0,00 | 24 | 9,52 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8 925 | 0,00 | 455 | 11,27 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 732 | 0,78 | 2 482 | 12,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11 920 | −0,35 | 1 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 125 644 | −1,84 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 417 | 170,96 | 123 | 192,86 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 29 | 0,00 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 557 | 0,00 | 79 | 11,27 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 147 038 | 30,41 | 7 489 | 45,17 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 753 | 2,03 | 1 515 | 13,57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 386 | 224 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 26 511 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 114 546 | −0,57 | 5 834 | 10,68 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 24 803 | 21,97 | 1 263 | 35,81 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 131 654 | −2,16 | 6 705 | 8,94 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 11 543 | −3,83 | 588 | 6,92 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 15 616 | −51,74 | 795 | −46,28 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 770 | −40,43 | 294 | −33,86 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 192 077 | −77,12 | 9 782 | −74,53 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 10 329 | 5,52 | 526 | 17,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 558 | −7,92 | 283 | 2,54 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 500 | −60,00 | 229 | −55,45 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 24 183 | −0,49 | 1 232 | 10,80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 755 | 0,00 | 89 | 11,25 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 297 | 3,43 | 66 | 14,04 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 498 | 2,46 | 738 | 14,06 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 72 472 | 4,08 | 3 691 | 15,86 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4 077 | 208 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 846 160 | 6,65 | 43 095 | 18,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 619 | −3,39 | 337 | 7,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 420 | 0,00 | 378 | 11,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 690 | −3,23 | 35 | 6,25 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 321 | 16 | ||||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 770 | 1,72 | 39 | 14,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 625 | −28,54 | 949 | −20,47 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 531 | 27 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 084 | 55 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 171 | 0 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3 930 | 200 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 308 | 0,33 | 16 | 7,14 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 19 830 | −1,02 | 1 010 | 14,92 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 5 892 | 0,26 | 300 | 11,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 26 971 | 13,85 | 1 374 | 26,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 311 | 220 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 648 | 0,00 | 288 | 11,24 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 24 553 | 0,03 | 1 250 | 11,41 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 327 | 0,00 | 17 | 14,29 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 86 | 7,50 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 308 | 0,26 | 372 | 11,71 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 310 | 0,00 | 118 | 11,43 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 4 510 | 0,00 | 230 | 11,17 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 965 | 21,68 | 1 009 | 35,25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 826 | −17,66 | 144 | −8,92 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 9 972 | 6,25 | 508 | 18,18 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 920 | 2,64 | 1 804 | 13,39 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 13 536 | −14,76 | 689 | −5,10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 91 072 | 0,60 | 4 638 | 12,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 298 944 | −0,76 | 15 225 | 10,48 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 419 | 276 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 7 785 | 0,00 | 396 | 11,24 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 467 | 0,00 | 278 | 11,20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 138 231 | 2,48 | 7 040 | 14,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 627 | −2,75 | 236 | 8,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 44 208 | −11,68 | 2 252 | −1,70 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 219 | 0,00 | 11 | 10,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 656 | 0,06 | 84 | 13,51 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 385 557 | −0,34 | 19 636 | 10,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 934 222 | 0,01 | 99 | 11,36 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 169 | 0,30 | 773 | 11,72 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 7 098 | 27,73 | 362 | 42,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 200 | −28,19 | 61 | −19,74 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 6 293 | 0,00 | 288 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 14 343 | −15,03 | 730 | −5,44 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37 365 | 19,67 | 1 903 | 33,19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 875 | −76,94 | 656 | −74,35 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 447 | 0,00 | 226 | 11,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 465 | −7,78 | 278 | 2,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 627 | 84,96 | 32 | 106,67 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 231 | −35,80 | 1 004 | −26,36 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 14 541 | 741 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 31 893 | −44,38 | 1 624 | −38,09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 12 649 | −0,12 | 644 | 11,23 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 407 142 | 1,68 | 20 736 | 13,19 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3 411 | 174 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 024 | 561 | ||||||
| 2025-05-13 | 13F | Keystone Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4 734 | −13,14 | 241 | −3,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 218 923 | 4,10 | 11 150 | 15,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 89 228 | −2,38 | 4 544 | 8,68 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 544 | 0,00 | 130 | 11,21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 109 | 6 | ||||||
| 2025-08-08 | 13F | Allianz Se | 273 508 | 0,00 | 13 930 | 11,33 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 186 | 0,00 | 315 | 11,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Appaloosa Lp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 23 289 | −2,78 | 1 186 | 8,31 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 36 981 | 0,20 | 1 883 | 11,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 356 | 18 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 809 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 747 | −3,23 | 446 | 7,75 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 12 705 | −2,28 | 647 | 8,92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 0,26 | 20 | 11,76 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 516 995 | −1,34 | 128 191 | 9,84 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 647 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143 825 | 8,61 | 7 | 16,67 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 27 645 | 0,00 | 1 408 | 11,31 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 178 080 | −6,83 | 9 070 | 3,72 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27 839 | 0,17 | 1 418 | 11,49 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4 680 | 0,00 | 238 | 11,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 000 | 0,00 | 153 | 10,95 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 14 342 | −0,31 | 730 | 10,94 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 14 234 | −75,56 | 725 | −72,82 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15 330 | −8,40 | 781 | 1,96 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 295 | 422 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 98 152 | −2,40 | 4 999 | 8,65 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 202 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 578 | −19,91 | 1 659 | −10,81 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 19 115 | −28,35 | 974 | −20,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 920 | 0,00 | 98 | 11,49 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 823 | 0,00 | 93 | 10,84 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 13 307 | 0,26 | 678 | 11,53 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 11 537 | −13,75 | 588 | −3,93 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 128 | 0,00 | 57 | 11,76 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 173 579 | −1,99 | 8 840 | 9,11 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 19 931 | −1,47 | 1 015 | 9,73 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 31 200 | 0,00 | 1 589 | 11,35 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 654 | 0,00 | 451 | 12,78 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 23 180 | 0,56 | 1 181 | 11,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 12 | 1 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 185 338 | 8,05 | 9 441 | 19,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 090 | 412 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 920 | 0,00 | 98 | 11,49 | ||||
| 2025-05-15 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 426 657 | 0,30 | 72 660 | 11,66 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 793 | −20,92 | 142 | −11,80 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7 448 | 0,16 | 379 | 11,47 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 10 500 | 3,96 | 535 | 15,58 | ||||
| 2025-07-15 | 13F | Maseco Llp | 36 672 | 1 863 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 459 | 0,00 | 278 | 11,65 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 23 356 | 0,26 | 1 190 | 11,64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 550 | 0,00 | 130 | 11,21 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 158 132 | −37,95 | 8 054 | −30,93 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5 331 | −18,37 | 272 | −9,06 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 779 | −2,27 | 396 | 8,79 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 396 | 18,54 | 428 | 31,79 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 084 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 186 | 213 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 579 | 590 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 513 | 3,44 | 688 | 15,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 413 854 | 2,50 | 21 078 | 14,10 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 513 | −17,28 | 1 656 | −7,90 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 392 | 71 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 300 | 0,00 | 15 | 15,38 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 8 204 | 1,48 | 418 | 13,01 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 7 227 | 32,63 | 368 | 47,79 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5 158 | 263 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 64 048 | −6,31 | 3 262 | 4,29 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 5 419 | 0,00 | 248 | −5,00 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 8 079 | 0,00 | 411 | 11,38 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 47 625 | 1,71 | 2 426 | 13,21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 47 075 | −3,99 | 2 398 | 6,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 331 | −3,81 | 272 | 7,11 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 7 804 | 0,00 | 344 | −3,92 | ||||
| 2025-07-28 | 13F | Windmill Hill Asset Management Ltd | 5 932 425 | 0,00 | 302 138 | 11,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 455 | 0,00 | 227 | 11,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 481 | 0,00 | 941 | 11,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 960 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 11 397 | −14,73 | 580 | −5,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 392 | 478 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 60 822 | 307,05 | 3 981 | 410,26 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 8 000 | 0,00 | 407 | 11,20 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7 690 | 0,00 | 392 | 17,77 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 4 550 | 0,00 | 232 | 11,06 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 15 589 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 417 | −0,92 | 225 | 10,34 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 336 612 | −19,68 | 17 144 | −10,59 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 4 942 | 5,33 | 252 | 17,29 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 23 805 | 6,37 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 16 100 | 0,00 | 820 | 11,28 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 130 | 0,00 | 7 | 20,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 267 | −1,56 | 2 000 | 9,53 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 13 348 | 0,00 | 680 | 11,31 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 798 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 34 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 31 422 | −4,99 | 1 600 | 5,75 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4 619 | 0,00 | 235 | 11,37 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 85 108 | 4 335 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7 266 | 370 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 22 986 | 3,51 | 1 171 | 15,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 595 | −3,94 | 905 | 8,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27 103 | −0,68 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 20 342 | −27,62 | 1 036 | −19,38 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 298 | −66,04 | 270 | −62,27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 454 | 0,00 | 278 | 11,24 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 25 603 | −2,28 | 1 304 | 8,76 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 2 032 | −2,59 | 103 | 8,42 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25 712 | 5,78 | 1 310 | 17,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85 546 | 17,14 | 4 357 | 30,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 052 | 40,74 | 206 | 57,25 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 8 470 | 0,26 | 431 | 11,66 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 5 777 | 2,63 | 294 | 14,40 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 6 320 | 0,13 | 322 | 11,46 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 540 | 0,00 | 231 | 11,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 464 003 | −1,83 | 23 632 | 9,28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 503 283 | 4,92 | 25 632 | 16,80 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 087 | −14,00 | 768 | −4,24 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 646 | 0,04 | 237 | 11,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 45 144 | 78,87 | 2 299 | 99,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 736 | 6,01 | 903 | 18,04 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 071 | 5,93 | 55 | 17,39 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 540 | 0,00 | 28 | 12,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 565 | 200,59 | 1 149 | 234,99 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 42 335 | 17,28 | 2 156 | 30,59 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 20 617 | −1,89 | 1 050 | 9,26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 333 841 | −0,70 | 17 003 | 10,55 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 325 | 0,00 | 17 | 14,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 7 154 | 0,00 | 364 | 11,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 26 762 | 1 363 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32 878 | 7,11 | 1 674 | 19,23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 020 | −1,58 | 358 | 9,51 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 100 | 5 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 894 | 0,27 | 300 | 11,94 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 262 | 14 |
