Mga Batayang Estadistika
| Pemilik Institusional | 143 total, 142 long only, 0 short only, 1 long/short - change of -3.36% MRQ |
| Alokasi Portofolio Rata-rata | 0.1496 % - change of -30.13% MRQ |
| Saham Institusional (Jangka Panjang) | 9,763,713 (ex 13D/G) - change of -1.35MM shares -12.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 248,502 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (US:COMT) memiliki 143 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 9,763,713 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Alliancebernstein L.p., TRUE Private Wealth Advisors, Truist Financial Corp, Colony Group, LLC, Atomi Financial Group, Inc., Morgan Stanley, Quadrature Capital Ltd, Vontobel Holding Ltd., and VCI Wealth Management LLC .
Struktur kepemilikan institusional iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (NasdaqGM:COMT) 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 26.34 / share. Previously, on September 6, 2024, the share price was 24.91 / share. This represents an increase of 5.72% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | TRUIST FINANCIAL CORP | 510,726 | 2,677,638 | 424.28 | 7.20 | 278.95 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17,586 | -3.17 | 468 | -2.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18,944 | 69.90 | 490 | 65.76 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 | -99.81 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 203 | -33.00 | 5 | -37.50 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 234,889 | 200.94 | 6,072 | 193.85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 42,760 | 1,105 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 11,193 | 8.88 | 289 | 6.25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 98,947 | -65.19 | 2,558 | -66.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 168,650 | -7.69 | 4,085 | -14.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,186 | 0.00 | 31 | -3.23 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13,421 | -17.27 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 555 | 0.00 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,205 | 0.00 | 31 | 0.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 75 | 0.00 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 52 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,610 | 93 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51,156 | 30.82 | 1,322 | 27.73 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 647,638 | 16,741 | ||||||
| 2025-04-29 | 13F | 44 Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 79,965 | 2.54 | 2,067 | 0.15 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71,318 | 1.63 | 1,881 | 10.98 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 12 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22,180 | 28.93 | 573 | 25.93 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 11 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 195,133 | 8.35 | 5,044 | 5.81 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 868 | -6.06 | 23 | -4.35 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22,781 | 0.00 | 589 | -2.49 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 262 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 240,214 | 2.21 | 6,210 | -0.18 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 64 | 0.00 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34,265 | -0.14 | 898 | 11.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 56,100 | 509.78 | 1,450 | 496.71 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 15,100 | 357.58 | 390 | 348.28 | |||
| 2025-08-12 | 13F | MAI Capital Management | 41 | -96.96 | 1 | -97.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,366 | 216 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,394 | -21.67 | 191 | -23.29 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 271,061 | 1.71 | 7,007 | -0.68 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 26,168 | 40.86 | 676 | 37.68 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 65,102 | -73.32 | 1,683 | -73.96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,161 | 30 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92,223 | 0.14 | 2,384 | -2.22 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 450 | -84.07 | 12 | -85.14 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 155,053 | -6.22 | 4,008 | -8.41 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20,119 | -25.59 | 520 | -27.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,810,380 | -6.66 | 72,648 | -8.85 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16,023 | -40.43 | 414 | -41.85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 216 | -25.00 | 6 | -28.57 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 47,013 | -65.11 | 1,215 | -65.93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,161 | -10.18 | 211 | -8.30 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 20,818 | -2.06 | 538 | -4.27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,236 | -16.61 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,791 | -1.57 | 253 | -3.80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17,313 | -3.40 | 448 | -5.70 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1,100 | 0.00 | 28 | -3.45 | ||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 9,810 | 0.00 | 254 | -2.32 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 48,574 | 0.00 | 1,256 | -2.33 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 810 | 0.00 | 21 | -4.76 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 91 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,920 | -1.92 | 153 | -3.77 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,530 | 34 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 99,059 | 2,561 | ||||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 16,047 | -33.73 | 415 | -35.31 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,137 | 0.00 | 29 | -3.33 | ||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 7,556 | -99.28 | 195 | -99.30 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,437 | -19.45 | 141 | -21.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,171 | -1.41 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 133,848 | 0.62 | 3,388 | -3.78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,413 | 0.00 | 217 | -2.25 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 13,674 | 0.00 | 353 | -2.22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 442 | 3,057.14 | 11 | |||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 66,827 | -6.66 | 1,727 | -8.87 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53,265 | 6.87 | 1,377 | 4.32 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115,519 | -55.05 | 2,986 | -56.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 127,630 | 22.41 | 3,300 | 19.75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 661 | -50.67 | 17 | -51.43 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3,396 | 2.04 | 88 | -1.14 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 330 | -52.17 | 9 | -55.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,182 | 7.01 | 263 | 4.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,033 | -21.48 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 151,099 | -4.73 | 3,906 | -6.98 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 511 | 0.00 | 13 | 0.00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9,570 | -30.44 | 247 | -32.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,831 | 4.16 | 73 | 1.39 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 950 | -1.96 | 25 | -4.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 67,662 | -8.98 | 1,749 | -11.08 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,974 | 31.48 | 310 | 28.22 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 1.81 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 59,486 | 22.27 | 1,538 | 19.43 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 | -92.93 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 7,745 | -59.33 | 200 | -60.32 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8,729 | 0.00 | 226 | -2.60 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Leo Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 132 | -95.42 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Fulcrum Asset Management LLP | Put | 0 | 2,213 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9,571 | -2.90 | 247 | -5.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 13 | ||||||
| 2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 113,800 | 11,280.00 | 2,756 | 10,500.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9,269 | 240 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 566 | 2.54 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 168,007 | 100.79 | 4,343 | 96.12 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,502 | 323 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14,391 | 13.31 | 296 | 7.64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22,894 | -1.67 | 592 | -4.06 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 59,518 | 30.51 | 1,539 | 27.42 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 167 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 36,809 | 17.96 | 952 | 15.27 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 19,752 | -35.06 | 523 | -32.12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1,400 | 0.00 | 36 | -2.70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 285 | -5.32 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 100 | 0.00 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10,033 | -3.18 | 259 | -5.47 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,748 | -9.28 | 330 | -11.32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,955 | -38.35 | 748 | -39.82 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 14,088 | 364 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 202,000 | -37.52 | 5,222 | -38.99 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42,781 | 136.20 | 1,106 | 130.42 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 7,777 | -1.62 | 201 | -3.83 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62,100 | 314.00 | 1,605 | 310.49 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 66,886 | 14.89 | 1,729 | 12.27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 138 | -94.02 | 4 | -95.08 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 781,060 | -0.01 | 20,190 | -2.36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,202 | -15.00 | 962 | -16.93 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 400,194 | -10.69 | 10,345 | -12.78 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2,140 | 0.00 | 55 | -1.79 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,050 | -23.30 | 27 | -25.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 273,814 | -0.21 | 7,078 | -2.55 | ||||
| 2025-05-06 | 13F | AllSquare Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,659 | -2.41 | 2,214 | -4.69 | ||||
| 2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 90,720 | 8.03 | 2,197 | 0.05 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 22,085 | 0.56 | 571 | -1.89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,593 | -32.61 | 41 | -30.51 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12,936 | 17.48 | 334 | 14.78 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21,112 | 546 | ||||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 60,388 | 8.31 | 1,561 | 5.83 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 | 0.00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 61,759 | -23.44 | 1,616 | -23.78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 372 | 10 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,459 | -37.66 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 224 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,985 | -3.82 | 336 | -6.16 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 77 | 0.00 | 2 | -50.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8,166 | 211 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 72 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 158,066 | -0.23 | 4,086 | -2.55 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 97,293 | -27.01 | 2,515 | -28.71 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 |
Other Listings
| MX:COMT |
