Grundläggande statistik
| Institutionella ägare | 229 total, 229 long only, 0 short only, 0 long/short - change of −1,29% MRQ |
| Genomsnittlig portföljallokering | 0.4344 % - change of 9,54% MRQ |
| Institutionella aktier (lång) | 34 209 692 (ex 13D/G) - change of 1,04MM shares 3,13% MRQ |
| Institutionellt värde (lång) | $ 1 099 937 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (US:XSOE) har 229 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 34,209,692 aktier. Största aktieägare inkluderar Resources Investment Advisors, LLC., Morgan Stanley, Bank Of America Corp /de/, Valmark Advisers, Inc., LPL Financial LLC, State Of Wisconsin Investment Board, Clal Insurance Enterprises Holdings Ltd, Wells Fargo & Company/mn, Meitav Dash Investments Ltd, and UBS Group AG .
WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (ARCA:XSOE) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 36,36 / share. Previously, on September 9, 2024, the share price was 30,38 / share. This represents an increase of 19,68% 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
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | SK Wealth Management, LLC | 91 809 | 0,06 | 3 167 | 15,80 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 47 729 | −0,89 | 1 646 | 10,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 99 757 | 45,71 | 3 440 | 64,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 39 435 | −21,52 | 1 360 | −12,38 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 183 | −4,97 | 248 | 6,01 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 11 221 | −5,97 | 387 | 4,89 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33 366 | −9,17 | 1 150 | 1,50 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 33 333 | 6,07 | 1 149 | 18,45 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 77 764 | 2,22 | 2 674 | 13,50 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 486 194 | 52,44 | 16 764 | 70,27 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 86 827 | −0,33 | 2 994 | 11,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49 464 | 0,62 | 1 706 | 12,39 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 100 449 | 3 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 420 326 | 17,64 | 14 493 | 31,40 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 87 733 | −47,40 | 3 025 | −41,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 534 | −17,88 | 294 | −8,12 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 632 | −8,38 | 505 | 2,23 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 7 942 | 0,00 | 274 | 11,43 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 16 019 | −1,76 | 552 | 9,74 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 392 484 | −1,04 | 13 533 | 112 666,67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 551 | 0,43 | 88 | 11,54 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 6 740 | 232 | ||||||
| 2025-08-08 | 13F | Croban | 30 077 | 5,02 | 1 037 | 17,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 083 | 37 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 260 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 187 937 | −5,15 | 6 480 | 5,95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 282 | −31,57 | 320 | −23,44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 270 843 | −8,53 | 9 339 | 2,17 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 125 | −29,78 | 4 | −20,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15 677 | −26,08 | 541 | −17,43 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 26 103 | −0,60 | 900 | 11,11 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 82 736 | −9,96 | 2 853 | 0,56 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2 500 | 0,00 | 86 | 11,69 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 19 162 | 0,00 | 661 | 11,68 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13 376 | 0,28 | 461 | 5,49 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 265 | 14,94 | 1 595 | 28,42 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 200 056 | 1,37 | 6 898 | 13,21 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 980 944 | 0,36 | 33 823 | 12,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 396 | 204,62 | 14 | 333,33 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 6 840 | 236 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 143 252 | 6,15 | 4 975 | 19,13 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 274 710 | −2,90 | 9 472 | 8,46 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 45 901 | 4,30 | 1 583 | 16,49 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 854 | 59,94 | 512 | 79,02 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16 397 | 1,80 | 565 | 13,68 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 218 | 0,00 | 7 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6 419 | −2,99 | 221 | 8,33 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12 757 | −13,59 | 440 | −3,94 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 149 225 | 2,22 | 5 145 | 14,18 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 346 | 1,27 | 115 | 13,86 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 65 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 180 | −2,90 | 3 523 | 8,47 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 290 | 0,00 | 148 | 11,36 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 17 015 | −10,41 | 587 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138 890 | 1,30 | 4 789 | 13,14 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 267 | 0,00 | 9 | 12,50 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 1 181 001 | 0,00 | 40 721 | 11,69 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 14 975 | −11,01 | 516 | −0,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 673 | −2,31 | 1 058 | 9,08 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13 624 | −8,51 | 470 | 2,18 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 21 200 | 24,84 | 731 | 39,31 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 866 | 0,00 | 237 | 11,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 373 | −0,38 | 392 | 11,36 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 312 094 | 3,68 | 10 761 | 15,81 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 211 715 | −7,05 | 7 300 | 3,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 257 | −9,73 | 147 | 0,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 120 509 | 2,31 | 4 155 | 14,31 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 304 366 | −4,43 | 10 495 | 6,74 | ||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40 609 | −10,79 | 1 | 0,00 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 429 | 46 | ||||||
| 2025-04-11 | 13F | Melone Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 179 509 | 2,90 | 6 189 | 14,93 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10 593 | −32,93 | 365 | −25,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 097 871 | 1,29 | 72 335 | 13,14 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 37 528 | −0,80 | 1 294 | 10,80 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 10 745 | 0,00 | 370 | 11,78 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 390 | 0,00 | 324 | 11,76 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 428 | 15 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 851 | 11,53 | 305 | 25,00 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 186 738 | 3,33 | 6 439 | 15,42 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | 466,67 | 1 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 354 992 | 39,53 | 115 680 | 55,85 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 180 798 | −1,62 | 6 234 | 9,87 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 30 077 | 1 037 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6 540 | 0,00 | 225 | 11,94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 680 | 62,98 | 368 | 82,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 823 435 | 140,19 | 28 402 | 168,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 831 | 0,05 | 511 | 11,82 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 466 508 | 50,79 | 16 085 | 68,43 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 341 | 0,00 | 46 | 12,20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 474 | −3,66 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 119 729 | 17,06 | 4 128 | 30,76 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 360 000 | 0,00 | 47 | 12,20 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 798 883 | −2,06 | 27 545 | 9,39 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 57 736 | −2,46 | 1 986 | 8,77 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 133 599 | 0,80 | 4 606 | 12,59 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5 844 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | −36,21 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 167 071 | 7,57 | 5 761 | 20,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 742 | 1,49 | 474 | 13,43 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7 215 | 1,19 | 249 | 12,73 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28 996 | −19,48 | 1 000 | −10,08 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 12 813 | 0,50 | 442 | 12,21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 150 | 0,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 526 904 | 3,53 | 52 648 | 15,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 25 183 | 0,74 | 868 | 12,58 | ||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 977 | −4,08 | 482 | 7,13 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 64 947 | 479,47 | 2 239 | 548,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 59 990 | 39,76 | 2 068 | 56,08 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 570 881 | 0,42 | 19 684 | 12,15 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 16 349 | 2,50 | 564 | 14,43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 075 | −1,45 | 278 | 10,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 791 292 | −7,32 | 96 244 | 3,52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 189 | 5,06 | 179 | 17,11 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 29 478 | −0,22 | 1 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 38 699 | −62,71 | 1 334 | −58,35 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 450 | 36,32 | 6 705 | 52,26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 37 311 | −9,07 | 1 286 | 1,58 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 253 | 0,00 | 9 | 14,29 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 15 354 | −1,10 | 529 | 10,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 465 | 0,00 | 361 | 11,46 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 1 408 892 | 0,00 | 48 579 | 11,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 20 057 | −4,34 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 046 | 6 521,74 | 105 | 10 400,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 297 337 | 4,70 | 10 252 | 16,95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 182 980 | 8,26 | 6 309 | 20,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8 757 | −50,49 | 302 | −44,87 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 6 031 | 208 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 142 | 5 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 221 876 | −5,47 | 7 650 | 5,59 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 33 556 | −3,62 | 1 157 | 7,73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28 561 | −66,73 | 984 | −62,88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 67 | −97,05 | 2 | −96,72 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 99 | 0,00 | 3 | 0,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 33 009 | −11,61 | 1 138 | −1,22 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 26 121 | −11,26 | 901 | −0,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 428 | −24,42 | 224 | −14,50 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 281 | 11,95 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 84 220 | 0,90 | 2 939 | 14,09 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 949 | −34,60 | 33 | −27,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 117 363 | −0,65 | 4 047 | 10,97 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 23 335 | −0,66 | 805 | 10,90 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 876 | −5,26 | 134 | 5,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 169 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 892 | −59,45 | 203 | −54,69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 895 | 12,70 | 617 | 25,92 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 865 | 202 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 12 758 | −96,26 | 440 | −95,83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 589 | −49,27 | 20 | −42,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 850 | 45,90 | 64 | 61,54 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28 172 | 1,77 | 1 | |||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 35 372 | −0,55 | 1 220 | 11,12 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 100 150 | 3,63 | 3 453 | 15,76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 591 | 20 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6 386 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 219 | 0,41 | 42 | 13,51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 44 086 | −0,72 | 1 361 | 0,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178 346 | 0,57 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 74 634 | 604,89 | 2 573 | 689,26 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 17 375 | −7,31 | 599 | 3,63 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 38 857 | −4,90 | 1 340 | 6,19 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 133 991 | 1,11 | 4 136 | 2,40 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 122 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 187 980 | −2,54 | 6 | 20,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 47 864 | −3,08 | 1 650 | 8,27 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 345 | −68,55 | 219 | −64,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 39 713 | 9,30 | 1 369 | 22,12 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6 346 | −0,77 | 219 | 10,66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 697 | −72,89 | 955 | −69,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 137 325 | −21,46 | 39 215 | −12,27 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 18 497 | −11,35 | 638 | −1,09 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 59 359 | −2,55 | 2 047 | 8,83 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 505 | 15,93 | 259 | 29,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 127 | 0,00 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 8 138 | −4,45 | 281 | 6,87 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 933 | −10,74 | 1 653 | −0,30 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 582 183 | 6,96 | 20 074 | 19,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 11 529 | −5,63 | 410 | 12,05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 24 347 | −3,69 | 839 | 7,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 603 | 14,21 | 2 124 | 27,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 14 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 405 | 0,00 | 48 | 11,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 749 | 750 | ||||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 37 068 | −1,60 | 1 278 | 9,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73 084 | 0,57 | 2 520 | 12,30 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 27 215 | 0,00 | 938 | 11,67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 969 | 7,07 | 930 | 19,56 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 700 | 0,00 | 24 | 14,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 | 1 | ||||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 123 880 | −9,21 | 4 271 | 1,40 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 636 879 | −2,08 | 56 440 | 9,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 229 700 | 4,77 | 7 918 | 16,99 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9 773 | −0,23 | 337 | 11,26 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 35 668 | 1,62 | 1 230 | 13,48 | ||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 56 683 | 11,97 | 1 954 | 25,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 21 141 | −9,02 | 729 | 1,53 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 15 264 | −8,52 | 526 | 2,14 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 684 | −88,38 | 24 | −87,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 127 291 | −11,02 | 4 389 | −0,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 430 | 43,69 | 153 | 60,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 60 997 | 631,82 | 2 103 | 717,90 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4 | −99,60 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 26 270 | 8,45 | 906 | 21,15 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 20 924 | −2,82 | 721 | 8,58 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 30 933 | −2,67 | 1 067 | 8,66 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 47 901 | 2,48 | 1 652 | 14,41 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 112 | −3,11 | 245 | 8,41 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 346 | −11,22 | 253 | −0,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 920 | 27,89 | 308 | 42,79 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19 835 | 684 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286 169 | 12,85 | 9 867 | 26,05 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 12 319 | −5,98 | 425 | 4,95 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 679 | 0,78 | 161 | 12,59 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 13 740 | 0,00 | 474 | 11,56 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 488 | 0,83 | 17 | 14,29 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 3 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 229 915 | 72,58 | 42 407 | 92,77 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 551 | 1,56 | 157 | 13,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 20 711 | 1,94 | 714 | 13,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 292 746 | −3,47 | 10 | 11,11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 630 | 0,00 | 470 | 11,67 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8 331 | −11,74 | 287 | −1,37 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 223 511 | −0,70 | 7 707 | 10,91 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 237 664 | 5,98 | 8 195 | 18,38 | ||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 713 416 | 0,00 | 24 613 | 11,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 678 | −2,29 | 541 | 9,09 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 151 317 | 14,33 | 5 217 | 27,71 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 47 241 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2 351 | 0,00 | 81 | 12,50 |
Other Listings
| MX:XSOE |
