Mga Batayang Estadistika
| Pemilik Institusional | 161 total, 161 long only, 0 short only, 0 long/short - change of 15.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.3059 % - change of 208.12% MRQ |
| Saham Institusional (Jangka Panjang) | 48,393,849 (ex 13D/G) - change of -0.99MM shares -2.00% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,234,234 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF (US:BBEU) memiliki 161 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 48,393,849 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Legacy CG, LLC, Flow Traders U.s. Llc, ELM - Elm Market Navigator ETF, Horizon Investments, LLC, Elm Partners Management LLC, Greenwood Capital Associates Llc, and HASAX - Horizon Active Asset Allocation Fund Advisor Class .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF (BATS:BBEU) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 68.43 / share. Previously, on September 6, 2024, the share price was 60.23 / share. This represents an increase of 13.61% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 20,495 | -3.94 | 1,383 | 4.78 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 91 | 6 | ||||||
| 2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 45,246 | 28.38 | 3,052 | 40.06 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 19,025 | -0.91 | 1,283 | 8.09 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7,249 | 0.00 | 489 | 9.15 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 97 | 110.87 | 7 | 200.00 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 3,649 | 0.00 | 246 | 9.33 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,000 | 67 | ||||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 361,113 | 290.95 | 24,361 | 326.55 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 96 | 6 | ||||||
| 2025-04-14 | 13F | SOA Wealth Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 11 | 1 | ||||||
| 2025-07-16 | 13F | American National Bank | 144 | 0.00 | 10 | 12.50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4,648 | 1.91 | 314 | 10.99 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41,827,031 | -0.60 | 2,821,652 | 8.45 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 85 | 0.00 | 6 | 0.00 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 3,563 | 240 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 4,969 | 0.00 | 335 | 9.12 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,235 | -6.35 | 556 | 2.21 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 4,371 | -35.84 | 295 | -30.17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 448,103 | 40.89 | 30,229 | 53.73 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 364,723 | 24,604 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,040 | -6.68 | 273 | 1.87 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 6,819 | 0.00 | 460 | 13.58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 89,966 | -0.88 | 6,069 | 8.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 | -96.23 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 151,236 | -7.56 | 10,194 | 0.60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 73,805 | 4,979 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3,311 | 223 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 840 | 57 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 110 | -96.54 | 7 | -96.43 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,463 | 99 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,518 | 0.00 | 102 | 9.68 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3,812 | 0.00 | 257 | 9.36 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 497 | 0.00 | 34 | 10.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 143 | 10 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 354 | -89.66 | 24 | -89.10 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 27 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,100 | -60.77 | 479 | -57.28 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 10,642 | 0.00 | 718 | 8.97 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,649 | 0.00 | 111 | 9.90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,396 | -0.14 | 297 | 8.82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,200 | 354.80 | 1,093 | 396.36 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 471 | 32 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 33,167 | -8.14 | 2,237 | 0.22 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 154 | 0.00 | 10 | 11.11 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 322,112 | 47,130.50 | 21,604 | 51,338.10 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 6,969 | 0.00 | 470 | 9.30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10,776 | 0.00 | 727 | 9.01 | ||||
| 2025-04-15 | 13F | Visionary Horizons, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sather Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 15,135 | -6.17 | 1,021 | 2.41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,041 | 5.42 | 745 | 14.99 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 125 | 8 | ||||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,375 | 0.00 | 767 | 9.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6,533 | 441 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34,079 | -97.90 | 2,299 | -97.71 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,720 | 251 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,906 | 38.11 | 2 | 100.00 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,954 | 1.64 | 306 | 13.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,505 | 196.86 | 2,532 | 224.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 214,994 | -5.60 | 14,503 | 3.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 32,507 | 0.00 | 2,193 | 9.11 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 34,593 | -0.35 | 2,334 | 8.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,199 | 13.71 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,720 | 19.44 | 116 | 30.34 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,614 | 18.73 | 244 | 29.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 127 | 1.60 | 9 | 14.29 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 4,356 | -14.86 | 294 | -7.28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5,123 | -89.78 | 346 | -88.86 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 71 | 1.43 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 424 | 5.74 | 29 | 16.67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49,238 | 0.00 | 3,322 | 9.10 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 64 | 4 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,464 | 0.26 | 0 | |||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 423 | 29 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 694 | 0.00 | 47 | 9.52 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 25,121 | 5.69 | 1,695 | 15.32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 316,867 | 21,376 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,211 | 82 | ||||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 4,853 | 2.80 | 327 | 12.37 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6,433 | 434 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,019 | 271 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,241 | -0.22 | 219 | 9.00 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 80 | 0.00 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 9,021 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 | -65.81 | 3 | -71.43 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 57,337 | 3,846 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,974 | -0.47 | 808 | 8.61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6,935 | 42.70 | 468 | 55.67 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 15,297 | 5.00 | 1,032 | 14.56 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 367,578 | 25 | ||||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 36,952 | 41.90 | 2,493 | 54.78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 575 | 2.68 | 39 | 22.58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51,666 | 355.65 | 3,485 | 397.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 605,503 | 67.95 | 40,847 | 83.24 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,737 | 13.96 | 1,601 | 24.40 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 26,202 | 13.81 | 1,768 | 24.17 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77,671 | -7.79 | 5,240 | 0.60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,762 | 12.78 | 456 | 23.24 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 350,398 | 6.25 | 23,638 | 15.92 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 98 | 1.03 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 | 0.00 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,950 | 199 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,811 | -21.44 | 392 | -14.22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,403 | 3.95 | 702 | 13.43 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 4,500 | 80.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19,876 | 1,341 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,101 | 38.91 | 412 | 51.66 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 387,904 | 384.19 | 26,168 | 428.33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 312 | 21 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 24,110 | 1.43 | 1,626 | 6.97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,532 | 3.97 | 373 | 13.72 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 27,020 | 1,823 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 86 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 148,561 | 498.65 | 10,022 | 553.32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,655 | 0.00 | 112 | 8.82 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15 | 0 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8,395 | -3.85 | 566 | 5.01 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4,613 | 311 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,196 | 28.72 | 216 | 40.52 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 13 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2,731 | 0.00 | 184 | 9.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 200,235 | 86.66 | 13,508 | 103.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 152 | 7.04 | 10 | 25.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 10 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 20,735 | -2.68 | 1,399 | 6.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51,317 | 5.04 | 3,462 | 14.60 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38,751 | -0.72 | 2,614 | 8.33 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 1,257 | 78 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 113 | 24.18 | 8 | 40.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,168 | -9.63 | 1,698 | -1.39 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 20,962 | -2.92 | 1,414 | 5.92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,251 | -6.12 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,799 | 0.00 | 235 | 11.43 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 44 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 364,316 | -2.59 | 24,577 | 6.28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 661 | 1,196.08 | 45 | 1,366.67 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 43,665 | 21.18 | 2,946 | 32.24 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3,600 | -17.03 | 243 | -9.70 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 41,072 | 151.08 | 2,771 | 173.99 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 492 | 0.00 | 33 | 10.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 241,629 | -1.43 | 16,300 | 7.55 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 32 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 916 | 0.00 | 62 | 8.93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 430 | 0.00 | 29 | 11.54 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 34 | -24.44 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,246 | 152 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,219 | -9.95 | 824 | -1.79 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,595 | 0.00 | 108 | 9.18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,526 | -8.64 | 305 | -0.33 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 20,481 | 51.67 | 1,382 | 65.59 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4,339 | 293 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,160 | 0.00 | 78 | 9.86 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19,710 | 4.32 | 1,330 | 13.78 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,794 | 526 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 38,953 | 2,628 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 25,478 | 26.40 | 1,719 | 43.89 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,140 | 0.00 | 77 | 20.63 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 | -96.00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 107,035 | 7,221 |
