EPI - WisdomTree Trust - WisdomTree India Earnings Fund Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

WisdomTree Trust - WisdomTree India Earnings Fund
US ˙ ARCA ˙ US97717W4226

Mga Batayang Estadistika
Pemilik Institusional 290 total, 286 long only, 1 short only, 3 long/short - change of -3.32% MRQ
Alokasi Portofolio Rata-rata 0.3244 % - change of -3.14% MRQ
Saham Institusional (Jangka Panjang) 41,375,706 (ex 13D/G) - change of -25.31MM shares -37.95% MRQ
Nilai Institusional (Jangka Panjang) $ 1,537,965 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

WisdomTree Trust - WisdomTree India Earnings Fund (US:EPI) memiliki 290 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 41,375,706 saham. Pemegang saham terbesar meliputi Morgan Stanley, Meitav Dash Investments Ltd, Clal Insurance Enterprises Holdings Ltd, Bank Of America Corp /de/, Migdal Insurance & Financial Holdings Ltd., LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., Bank Of Montreal /can/, Miracle Mile Advisors, LLC, and Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD .

Struktur kepemilikan institusional WisdomTree Trust - WisdomTree India Earnings Fund (ARCA:EPI) 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 44.38 / share. Previously, on September 9, 2024, the share price was 48.90 / share. This represents a decline of 9.24% over that period.

EPI / WisdomTree Trust - WisdomTree India Earnings Fund Institutional Ownership
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.

EPI / WisdomTree Trust - WisdomTree India Earnings Fund Historical Put/Call Ratio
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
(%)
2025-05-16 13F Strait & Sound Wealth Management LLC 0 -100.00 0
2025-07-29 13F Chicago Partners Investment Group LLC 4,875 227
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 0 -100.00 0
2025-07-29 13F Arista Wealth Management, LLC 4,500 214
2025-08-14 13F Strategic Wealth Designers 3,700 -94.93 176 -94.70
2025-05-02 13F James Investment Research Inc 0 -100.00 0
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 2,515,670 -1.78 119 7.21
2025-08-13 13F Smith, Moore & Co. 4,593 -26.50 218 -20.15
2025-05-12 13F Beaumont Financial Advisors, LLC 0 -100.00 0
2025-07-31 13F Sage Mountain Advisors LLC 0 -100.00 0
2025-08-04 13F Hantz Financial Services, Inc. 32 0
2025-08-08 13F Itau Unibanco Holding S.A. 22,000 0.00 1,044
2025-07-08 13F Lowe Wealth Advisors, LLC 23,092 10.36 1,096 19.91
2025-08-14 13F Avid Wealth Partners LLC 89,461 14.96 4,247 24.85
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1,621,500 0.00 77 8.57
2025-07-23 13F Kingswood Wealth Advisors, Llc 11,023 -3.46 523 4.81
2025-07-22 13F Merit Financial Group, LLC 22,012 3.30 1,045 12.14
2025-05-01 13F Steel Peak Wealth Management LLC 0 -100.00 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 38 0.00 2 0.00
2025-05-14 13F Eqis Capital Management, Inc. 0 -100.00 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 10,850 -0.81 516 7.52
2025-08-14 13F Atomi Financial Group, Inc. 9,905 -10.66 470 -2.89
2025-08-08 13F SBI Securities Co., Ltd. 309,596 -5.45 14,697 2.68
2025-08-14 13F Horizon Investments, LLC 100 5
2025-04-10 13F EWG Elevate Inc. 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 43,159 23.33 2,049 33.94
2025-08-12 13F Ameraudi Asset Management, Inc. 7,780 369
2025-07-03 13F Garde Capital, Inc. 339 19.79 16 33.33
2025-05-06 13F Elm3 Financial Group, LLC 0 -100.00 0
2025-08-05 13F Strategic Financial Concepts, LLC 41,259 1,959
2025-07-29 13F Members Advisory Group LLC 139,201 1.07 6,609 9.78
2025-07-24 13F Blair William & Co/il 59,490 6.96 2,824 16.13
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-07-31 13F GenTrust, LLC 476,510 61.11 22,620 74.96
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 69,024 -1.22 3 0.00
2025-08-12 13F Global Retirement Partners, LLC 362 -99.56 17 -99.55
2025-07-25 13F Cwm, Llc 200 0.00 0
2025-08-14 13F Headlands Technologies LLC 1,485 70
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-13 13F Idaho Trust Bank 0 -100.00 0
2025-04-25 13F Uniting Wealth Partners, LLC 0 -100.00 0
2025-07-11 13F Harbour Capital Advisors, LLC 13,263 0.00 629 9.20
2025-07-23 13F Defined Financial Planning LLC 40,896 16.24 1,910 24.77
2025-07-09 13F Procyon Private Wealth Partners, LLC 6,462 14.33 307 23.89
2025-08-07 13F Parkside Financial Bank & Trust 0 -100.00 0
2025-08-13 13F IAG Wealth Partners, LLC 26 0.00 1 0.00
2025-08-14 13F IHT Wealth Management, LLC 32,251 8.33 1,531 17.60
2025-08-14 13F/A Rockefeller Capital Management L.P. 64,246 19.37 3,050 29.63
2025-05-15 13F Beaumont Capital Management, LLC 0 -100.00 0
2025-08-01 13F Ferguson Shapiro LLC 60,256 0.46 2,860 9.12
2025-07-23 13F Meitav Dash Investments Ltd 3,367,899 1.39 159,919 10.17
2025-08-14 13F Bank Of America Corp /de/ 2,689,972 8.06 127,693 17.35
2025-07-09 13F Breakwater Investment Management 621 0.00 29 7.41
2025-08-05 13F Dunhill Financial, LLC 5,452 0.00 259 8.40
2025-08-13 13F Gateway Wealth Partners, LLC 9,791 -8.53 465 -0.64
2025-08-12 13F Jpmorgan Chase & Co 743,712 6.82 35,304 16.01
2025-08-05 13F GHP Investment Advisors, Inc. 8,104 -11.98 385 -4.48
2025-04-29 13F Onyx Bridge Wealth Group LLC 0 -100.00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 5,121 243
2025-07-29 13F Millburn Ridgefield Corp 433,341 -11.40 20,571 -3.78
2025-08-08 13F Larson Financial Group LLC 332 0.00 16 7.14
2025-04-23 13F Creative Financial Designs Inc /adv 0 -100.00 0
2025-08-13 13F Jones Financial Companies Lllp 28,523 60.63 1,355 75.52
2025-08-14 13F CoreCap Advisors, LLC 740 -98.83 35 -98.73
2025-05-09 13F Belvedere Trading LLC 0 -100.00 0
2025-05-09 13F Belvedere Trading LLC Put 0 -100.00 0
2025-07-22 13F Beacon Financial Advisory LLC 25,173 12.12 1,195 21.71
2025-05-12 13F Basso Capital Management, L.p. 0 -100.00 0
2025-04-30 13F Axxcess Wealth Management, Llc 0 -100.00 0
2025-05-09 13F Belvedere Trading LLC Call 0 -100.00 0
2025-05-15 13F Cubist Systematic Strategies, LLC Call 0 -100.00 0
2025-07-30 13F Greenup Street Wealth Management Llc 136,256 0.77 6,468 9.44
2025-07-31 13F Washington Trust Advisors, Inc. 212 0.00 10 11.11
2025-08-05 13F Bank Of Montreal /can/ 1,203,951 54.82 57,152 68.14
2025-07-30 13F FNY Investment Advisers, LLC 0 -100.00 0
2025-08-01 13F Gwn Securities Inc. 5,596 266
2025-05-15 13F Integrated Wealth Concepts LLC 0 -100.00 0
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-07-28 13F Pettinga Financial Advisors, LLC 6,350 0.00 301 8.66
2025-08-14 13F Comerica Bank 13,512 2.51 641 11.28
2025-07-28 13F RFG Advisory, LLC 4,853 230
2025-08-04 13F Atria Investments Llc 60,216 8.50 2,858 17.86
2025-07-16 13F ORG Partners LLC 1,181 127.12 56 154.55
2025-08-08 13F Massachusetts Financial Services Co /ma/ 304,460 19.14 14,453 29.38
2025-08-08 13F Pnc Financial Services Group, Inc. 3,722 -71.01 177 -68.63
2025-07-28 13F Harbour Investments, Inc. 3,909 10.36 186 20.13
2025-08-14 13F Df Dent & Co Inc 9,000 0.00 427 8.65
2025-04-11 13F DHK Financial Advisors, Inc. 0 -100.00 0
2025-08-04 13F Spire Wealth Management 170 0.00 8 14.29
2025-07-17 13F Investment Research & Advisory Group, Inc. 200 0.00 9 12.50
2025-07-28 13F Kiker Wealth Management, LLC 345 0.00 16 6.67
2025-08-05 13F Verity Asset Management, Inc. 18,903 -1.11 897 7.43
2025-08-08 13F SG Americas Securities, LLC 34,741 -0.25 2 0.00
2025-07-25 13F Sequoia Financial Advisors, LLC 4,772 0.00 227 8.65
2025-08-14 13F UBS Group AG 627,216 -16.20 29,774 -9.00
2025-08-14 13F UBS Group AG Call 22,540 0.00 1,070 8.53
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-07-31 13F Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 342,373 1.85 16,262 10.74
2025-08-08 13F Creative Planning 15,239 1.02 723 9.71
2025-08-06 13F North Capital, Inc. 750 36
2025-08-25 13F/A Neuberger Berman Group LLC 13,211 0.00 627 8.67
2025-08-14 13F Old Mission Capital Llc 17,264 -93.08 820 -92.49
2025-04-25 13F Trademark Financial Management, LLC 0 -100.00 0 -100.00
2025-07-08 13F Nbc Securities, Inc. 13,013 2.02 1
2025-08-05 13F Key FInancial Inc 0 -100.00 0
2025-05-20 13F/A Colony Group, LLC 0 -100.00 0 -100.00
2025-08-11 13F Covestor Ltd 45 18.42 0
2025-07-17 13F Janney Montgomery Scott LLC 12,652 -6.81 1
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC 14,963 710
2025-08-14 13F Great Valley Advisor Group, Inc. 0 -100.00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 490,973 0.00 23,306 14.94
2025-07-22 13F Belpointe Asset Management LLC 4,581 -87.56 217 -86.51
2025-07-17 13F Venture Visionary Partners LLC 443,534 0.89 21,055 9.56
2025-08-06 13F Legacy Investment Solutions, LLC 38 0.00 2 0.00
2025-08-14 13F Tudor Investment Corp Et Al 28,211 111.68 1,339 130.07
2025-08-13 13F Russell Investments Group, Ltd. 1,319 0.00 63 8.77
2025-08-05 13F Carmel Capital Management L.L.C. 129,405 0.31 6,143 8.94
2025-08-14 13F Mariner, LLC 26,722 4.78 1,268 13.82
2025-07-30 13F Insight Advisors, LLC/ PA 43,463 126.78 2,063 146.48
2025-07-17 13F Moody Lynn & Lieberson, Llc 9,052 -0.55 430 8.06
2025-08-13 13F Bank Of Nova Scotia 23,365 -1.79 1,109 6.74
2025-08-13 13F Northern Trust Corp 8,923 12.95 424 22.61
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-06 13F Csenge Advisory Group 8,825 -22.36 408 -18.40
2025-07-17 13F Forefront Wealth Management Inc. 55,423 2.00 2,631 10.78
2025-05-15 13F Advisory Services Network, LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 80,063 22.83 3,801 33.38
2025-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100.00 0
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 10,158 482
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 16,256 772
2025-08-01 13F Jennison Associates Llc 59,079 -87.81 2,804 -86.76
2025-07-25 13F NorthRock Partners, LLC 0 -100.00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 1,055 0.00 50 8.70
2025-07-29 13F Fundamentun, Llc 55,960 43.58 2,656 55.96
2025-08-14 13F Susquehanna International Group, Llp Call 59,000 14.34 2,801 24.17
2025-08-14 13F Susquehanna International Group, Llp Put 80,800 3,836
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-05-05 13F Lindbrook Capital, Llc 2,270 0.00 99 -2.94
2025-08-07 13F Allworth Financial LP 59,569 12,284.41 2,828 13,361.90
2025-07-14 13F Park Avenue Securities Llc 98,697 7.81 5 0.00
2025-08-14 13F Mml Investors Services, Llc 206,741 2.32 10 12.50
2025-08-14 13F Driehaus Capital Management Llc 91,206 -87.88 4,330 -86.84
2025-07-15 13F Oxinas Partners Wealth Management LLC 19,015 1.29 903 10.00
2025-07-31 13F Catalyst Capital Advisors LLC 433,341 -11.40 20,571 -3.78
2025-08-08 13F Hartland & Co., LLC 24,438 256.34 1,160 287.96
2025-07-29 13F Stratos Wealth Advisors, LLC 0 -100.00 0
2025-08-13 13F Brown Advisory Inc 14,169 -17.92 673 -10.88
2025-07-22 13F Valeo Financial Advisors, LLC 13,389 -0.60 636 7.99
2025-08-13 13F Portland Global Advisors LLC 8,555 -8.80 406 -0.98
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 22,000 0.00 1,044 9.21
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 7,935 377
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 14,674 -5.88 697 2.20
2025-07-28 13F Rosenberg Matthew Hamilton 4,230 -2.65 201 5.82
2025-07-29 13F Private Trust Co Na 4,915 7.69 233 17.09
2025-07-24 13F Baldwin Brothers Inc/ma 13,070 0.00 620 8.58
2025-07-17 13F Paradigm Financial Partners, Llc 40,177 -1.41 1,907 7.07
2025-07-16 13F Perigon Wealth Management, LLC 15,527 1.41 737 10.16
2025-07-31 13F Harbour Investment Management Llc 8,137 -2.52 386 6.04
2025-08-11 13F Aptus Capital Advisors, LLC 2,500 -16.75 119 -9.92
2025-05-15 13F CAPROCK Group, Inc. 21,376 113.21 934 106.18
2025-08-13 13F Baird Financial Group, Inc. 0 -100.00 0
2025-07-23 13F Peak Financial Management, Inc. 8,873 0.00 421 8.79
2025-08-14 13F Ameriprise Financial Inc 459,561 0.23 21,810 8.57
2025-04-30 13F Personal Cfo Solutions, Llc 0 -100.00 0
2025-07-10 13F Pachira Investments Inc. 22,517 0.54 1,069 9.76
2025-07-25 13F Apollon Wealth Management, LLC 26,884 482.16 1,276 534.83
2025-04-08 13F Advisory Alpha, LLC 0 -100.00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 5,438 258
2025-08-14 13F Byrne Financial Freedom, Llc 13,011 -4.16 618 4.05
2025-08-18 13F/A Nomura Holdings Inc Call 131,400 0.00 6,238 8.60
2025-07-31 13F Money Design Co.,Ltd. 753,862 7.41 36 16.67
2025-08-05 13F Provident Co of the Employees of the Hebrew University LTD 155,346 25.84 7,379 36.83
2025-07-22 13F MGO Private Wealth, LLC 7,870 374
2025-05-15 13F SRS Capital Advisors, Inc. 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 51,595 -1.80 2,450 6.62
2025-08-26 13F/A Thrivent Financial For Lutherans 170,898 -27.45 8 -27.27
2025-04-09 13F HBW Advisory Services LLC 0 -100.00 0
2025-07-28 13F Twin Tree Management, LP Put 58,900 2,796
2025-08-14 13F Raymond James Financial Inc 517,389 16.87 24,560 26.93
2025-08-14 13F Silvercrest Asset Management Group Llc 13,700 0.00 650 8.70
2025-08-11 13F Tidemark, LLC 37 0.00 2 0.00
2025-08-14 13F EP Wealth Advisors, Inc. 21,960 1,042
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 296,285 2.28 14,065 11.08
2025-04-29 13F Truist Financial Corp 0 -100.00 0
2025-08-12 13F Calton & Associates, Inc. 32,048 28.70 1,521 39.80
2025-07-31 13F Asset Management One Co., Ltd. 0 -100.00 0
2025-08-18 13F Tyler-Stone Wealth Management 7,251 7.76 344 17.01
2025-08-08 13F Islay Capital Management, Llc 3,000 0.00 142 8.40
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0 -100.00
2025-07-23 13F Viewpoint Capital Management LLC 23,972 0.00 1,138 8.60
2025-08-13 13F VestGen Advisors, LLC 10,130 6.68 481 15.66
2025-08-14 13F Goldman Sachs Group Inc 68,176 -9.59 3,236 -1.79
2025-08-08 13F Adapt Wealth Advisors, Llc 171,999 1.13 8,165 9.83
2025-07-16 13F Crown Wealth Group, LLC 65,987 92.31 3,132 108.94
2025-07-31 13F Sharper & Granite LLC 24,250 31.58 1,151 42.86
2025-08-14 13F Evercore Wealth Management, LLC 4,475 212
2025-04-22 13F Aspire Capital Advisors LLC 0 -100.00 0
2025-07-31 13F Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 987,040 0.82 46,883 9.62
2025-08-14 13F/A Barclays Plc 63,937 -52.03 3 -40.00
2025-08-14 13F Smartleaf Asset Management LLC 20,377 0.73 968 10.13
2025-07-24 13F Robertson Stephens Wealth Management, LLC 21,065 4.97 1,000 13.91
2025-04-25 13F Essex Financial Services, Inc. 0 -100.00 0
2025-07-08 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-07-30 13F Bogart Wealth, LLC 838 0.00 40 8.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 24,140 -6.46 1,141 1.15
2025-07-11 13F Afg Fiduciary Services Limited Partnership 19,338 26.62 921 40.18
2025-08-12 13F PKS Advisory Services, LLC 29,312 3.25 1,391 12.18
2025-07-23 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Insigneo Advisory Services, Llc 13,724 21.48 651 32.05
2025-08-15 13F/A MONECO Advisors, LLC 0 -100.00 0
2025-05-16 13F Ascent Group, LLC 0 -100.00 0
2025-07-16 13F Randolph Co Inc 215,904 1.67 10,249 10.42
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 51,882 -4.39 2,463 3.84
2025-08-05 13F Sigma Planning Corp 9,315 3.08 442 11.90
2025-08-15 13F Equitable Holdings, Inc. 94,355 84.47 4,479 100.40
2025-08-13 13F Flow Traders U.s. Llc 78,222 -40.91 4 -40.00
2025-08-12 13F MAI Capital Management 200 -40.30 10 -35.71
2025-08-12 13F Tableaux Llc 0 -100.00 0
2025-08-14 13F Qube Research & Technologies Ltd 381 -69.47 18 -66.67
2025-05-06 13F Black Swift Group, LLC 0 -100.00 0
2025-07-11 13F/A Umb Bank N A/mo 7,434 0.00 353 8.64
2025-07-18 13F Naples Global Advisors, Llc 24,229 0.00 1,150 8.59
2025-08-14 13F Federation des caisses Desjardins du Quebec 200 -28.57 9 -25.00
2025-08-11 13F Trajan Wealth LLC 351,278 33.16 16,675 44.61
2025-08-12 13F BlackRock, Inc. 309,472 -88.14 14,691 -87.12
2025-07-22 13F Gsa Capital Partners Llp 0 -100.00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 1,330 0.00 63 8.62
2025-08-14 13F Jane Street Group, Llc 351,484 1,392.50 16,685 1,521.38
2025-08-15 13F Morgan Stanley 3,789,452 16.19 179,885 26.19
2025-08-14 13F Mercer Global Advisors Inc /adv 6,997 -18.82 332 -11.70
2025-08-14 13F Millennium Management Llc 37,391 -2.78 1,775 5.53
2025-08-14 13F Jane Street Group, Llc Put 150,300 0.13 7,135 8.75
2025-07-09 13F Dynamic Advisor Solutions LLC 67,404 885.87 3,200 973.49
2025-08-11 13F TD Waterhouse Canada Inc. 28,855 401.39 1,374 449.20
2025-08-13 13F Quadrature Capital Ltd 47,376 -65.34 2,248 -62.38
2025-07-14 13F Sweeney & Michel, Llc 19,103 10.66 893 25.28
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100.00 0
2025-07-18 13F TruNorth Capital Management, LLC 500 0.00 24 9.52
2025-08-14 13F Glen Eagle Advisors, LLC 104,177 2.72 4,945 11.55
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100.00 0
2025-07-09 13F Lifestyle Asset Management, Inc. 17,646 -3.38 838 4.89
2025-08-11 13F Private Advisor Group, LLC 332,876 24.91 15,802 35.65
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 851 -92.49 40 -92.19
2025-08-14 13F Murphy & Mullick Capital Management Corp 1,358 0.00 61 3.39
2025-04-30 13F M&t Bank Corp 0 -100.00 0
2025-08-07 13F Cascade Financial Partners, LLC 15,950 -10.14 757 -2.32
2025-08-14 13F Fmr Llc 4,683 -2.48 222 6.22
2025-08-15 13F Tower Research Capital LLC (TRC) 5 -98.95 0 -100.00
2025-08-05 13F Prosperity Consulting Group, LLC 88,580 0.99 4,205 9.68
2025-08-08 13F/A Prospect Financial Services LLC 8,841 0.00 420 8.55
2025-08-11 13F Inspire Advisors, LLC 90,389 -1.45 4,291 7.04
2025-07-15 13F GSB Wealth Management, LLC 92,611 0.08 4,396 8.70
2025-08-05 13F Simplex Trading, Llc 1,524 -88.53 0
2025-08-06 13F Moors & Cabot, Inc. 12,419 0.20 590 8.87
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Summit Financial, LLC 30,758 -79.46 1,460 -77.69
2025-07-17 13F Global Trust Asset Management, LLC 2,725 81.67 129 98.46
2025-08-01 13F Biltmore Family Office, LLC 20 0.00 1
2025-08-14 13F Lazard Asset Management Llc 0 -100.00 0
2025-07-14 13F Narus Financial Partners, LLC 47,487 9.68 2,254 19.13
2025-08-12 13F Putnam Fl Investment Management Co 789,116 -20.65 37,459 -13.82
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6,916 -30.32 328 -24.25
2025-08-12 13F Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 33,076 0.00 1,571 8.80
2025-08-14 13F Citadel Advisors Llc Call 15,700 60.20 745 74.07
2025-08-14 13F Citadel Advisors Llc 145,062 122.11 6,886 141.28
2025-07-31 13F Wealthfront Advisers Llc 50,267 -5.94 2,386 2.18
2025-08-14 13F Citadel Advisors Llc Put 10,800 47.95 513 60.50
2025-08-08 13F Laurel Wealth Planning LLC 144,719 6.84 6,870 16.03
2025-08-12 13F O'shaughnessy Asset Management, Llc 158 -8.67 8 0.00
2025-05-15 13F Discovery Capital Management, Llc / Ct 0 -100.00 0
2025-07-09 13F Channel Wealth Llc 67,970 4.25 3,227 13.23
2025-06-13 13F Optima Capital Llc 0 -100.00 0 -100.00
2025-03-12 13F Centaurus Financial, Inc. 0 -100.00 0
2025-07-18 13F Cohen Klingenstein LLC 53,600 0.00 2,544 8.63
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 3,000,000 0.00 142 8.40
2025-05-12 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-08-08 13F Meridian Wealth Management, LLC 75,106 485.17 3,565 535.47
2025-08-12 13F LPL Financial LLC 1,827,793 19.15 86,765 29.40
2025-07-17 13F Hanson & Doremus Investment Management 2,665 0.00 0
2025-08-14 13F Glenmede Investment Management, LP 2,343 111
2025-08-06 13F Savant Capital, LLC 20,597 0.16 978 8.80
2025-07-11 13F Diversified Trust Co 8,560 0.00 406 8.56
2025-07-01 13F Harbor Investment Advisory, Llc 7,650 -2.61 363 5.83
2025-04-30 13F Cerity Partners LLC 0 -100.00 0
2025-07-10 13F Atticus Wealth Management, Llc 824 -15.57 39 -7.14
2025-08-13 13F Beacon Pointe Advisors, LLC 30,227 -14.15 1,435 -6.82
2025-08-11 13F Western Wealth Management, LLC 10,329 13.44 490 23.43
2025-05-15 13F Glenmede Trust Co Na 2,343 0.00 102 -3.77
2025-07-08 13F Parallel Advisors, LLC 818 0.00 39 8.57
2025-08-05 13F Huntington National Bank 53 10.42
2025-07-25 13F RoundAngle Advisors LLC 38,553 3.51 1,830 12.41
2025-08-11 13F Theory Financial Llc 43,292 -43.89 1,937 -42.56
2025-07-29 13F Stratos Wealth Partners, LTD. 199,696 -3.80 9,480 4.47
2025-08-12 13F Financial Advocates Investment Management 9,424 1.97 447 10.92
2025-08-14 13F Group One Trading, L.p. 0 -100.00 0
2025-08-18 13F Geneos Wealth Management Inc. 100 0.00 5 0.00
2025-08-13 13F Loomis Sayles & Co L P 91,131 87.82 4,326 216,150.00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 22,088 -6.61 1,052 1.84
2025-08-13 13F Cresset Asset Management, LLC 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 0 -100.00 0
2025-04-28 13F First Horizon Advisors, Inc. 0 -100.00 0 -100.00
2025-08-14 13F CIBC World Markets Inc. 23,422 344.61 1,112 383.04
2025-08-13 13F Arrowstreet Capital, Limited Partnership 0 -100.00 0
2025-04-21 13F Siligmueller & Norvid Wealth Advisors LLC 0 -100.00 0
2025-08-13 13F Riverview Capital Advisers, LLC 8,855 -11.05 420 -3.45
2025-08-12 13F Steward Partners Investment Advisory, Llc 16,983 14.58 806 24.57
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 433,341 -11.40 20,571 -3.78
2025-08-01 13F Capital Investment Counsel, LLC 195,374 769.18 9,274 844.40
2025-08-05 13F GPS Wealth Strategies Group, LLC 150 0.00 7 16.67
2025-07-24 13F Ramirez Asset Management, Inc. 3,200 -1.54 152 6.34
2025-07-11 13F Caldwell Securities, Inc 455 3.41 22 10.53
2025-04-23 13F PMV Capital Advisers, LLC 0 -100.00 0
2025-08-11 13F Actinver Wealth Management, Inc. 0 -100.00 0
2025-08-11 13F Citigroup Inc 96,485 -70.29 4,580 -67.73
2025-08-06 13F Commonwealth Equity Services, Llc 287,137 7.66 14 18.18
2025-08-14 13F Sunbelt Securities, Inc. 498 0.00 23 4.76
2025-07-24 13F Ronald Blue Trust, Inc. 205 -46.48 10 -43.75
2025-08-04 13F Assetmark, Inc 4,904 -20.32 233 -13.75
2025-08-14 13F GWM Advisors LLC 17,053 -6.36 810 1.63
2025-07-22 13F Sava Infond d.o.o. 5,000 0.00 237 8.72
2025-07-22 13F Rocky Mountain Advisers, Llc 565 0.00 27 8.33
2025-08-13 13F Renaissance Technologies Llc 6,900 328
2025-07-07 13F First Community Trust Na 78 0.00 4 0.00
2025-08-15 13F Chapman Financial Group, Llc 27,151 -23.61 1,289 -18.27
2025-08-15 13F Kestra Advisory Services, LLC 338,167 9.75 16,053 19.19
2025-07-22 13F Miracle Mile Advisors, LLC 1,007,601 6.52 47,831 15.68
2025-08-14 13F Cantor Fitzgerald, L. P. 6,093 289
2025-08-14 13F Royal Bank Of Canada 301,985 -5.00 14,335 3.17
2025-08-15 13F Captrust Financial Advisors 7,063 0.43 335 9.12
2025-05-05 13F OneAscent Financial Services LLC 0 -100.00 0
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0 -100.00
2025-07-11 13F Farther Finance Advisors, LLC 555 0.00 26 8.33
2025-08-14 13F Wellington Management Group Llp 0 -100.00 0
2025-07-29 13F Sowa Financial Group, Inc. 14,442 -75.52 1 -100.00
2025-05-13 13F Hanlon Investment Management, Inc. 0 -100.00 0
2025-05-15 13F Cullen Capital Management, LLC 181,173 -37.05 7,919 -39.22
2025-07-15 13F BigSur Wealth Management LLC 10,000 0.00 475 8.47
2025-04-22 13F World Equity Group, Inc. 0 -100.00 0
2025-08-12 13F Pathstone Holdings, LLC 8,836 1.95 419 10.85
2025-08-14 13F Circle Wealth Management, LLC 66,489 -4.39 3,156 3.85
2025-07-25 13F Concurrent Investment Advisors, LLC 24,206 1,149
2025-07-21 13F Rainey & Randall Investment Management Inc. 6,942 1.09 330 9.67
2025-08-12 13F Zacks Investment Management 40,419 10.68 1,919 20.18
2025-08-07 13F CENTRAL TRUST Co 1,795 0.00 85 8.97
2025-07-21 13F Washington Growth Strategies Llc 14,882 33,722.73 1
2025-08-14 13F Barometer Capital Management Inc. 6,400 -27.27 304 -21.09
2025-08-06 13F AE Wealth Management LLC 371 0.00 18 6.25
2025-08-14 13F JPL Wealth Management, LLC 24,255 7.90 1,151 17.21
2025-08-18 13F Wolverine Trading, Llc 10,511 -1.82 499 7.31
2025-08-01 13F Envestnet Asset Management Inc 92,767 64.45 4,404 78.62
2025-08-11 13F Rothschild Investment Llc 800 0.00 38 8.82
2025-08-11 13F HighTower Advisors, LLC 19,170 132.03 910 151.80
2025-08-13 13F Hsbc Holdings Plc 0 -100.00 0
2025-08-07 13F PCG Wealth Advisors, LLC 31,579 -2.43 1,499 6.01
2025-08-14 13F BCS Private Wealth Management, Inc. 4,500 0
2025-07-22 13F Berkshire Money Management, Inc. 450 21
2025-08-13 13F Marshall Wace, Llp 25,696 1,220
2025-07-24 13F IFP Advisors, Inc 10,139 46.16 481 58.75
2025-05-12 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 8,500 7.59 403 16.81
2025-07-14 13F Golden State Equity Partners 13,022 -0.17 618 8.42
2025-07-29 13F William Blair Investment Management, Llc 21,000 0.00 997 8.62
2025-07-30 13F Crewe Advisors LLC 6,650 0.00 316 8.62
2025-08-14 13F Ausdal Financial Partners, Inc. 8,127 20.61 386 30.95
2025-08-13 13F BCJ Capital Management, LLC 4,377 208
2025-07-30 13F Patten Group, Inc. 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 81,736 0.69 3,880 9.36
2025-08-14 13F New Vernon Capital Holdings II LLC 302,875 -98.64 14,377 2,724.56
2025-08-14 13F Summit Trail Advisors, Llc 244,041 -1.85 11,585 6.59
2025-07-09 13F Leibman Financial Services, Inc. 126,595 0.99 6,009 9.67
2025-08-13 13F Northwestern Mutual Wealth Management Co 422,628 -6.92 20,062 1.09
2025-08-14 13F Fwl Investment Management, Llc 4,534 -8.86 215 -0.92
2025-05-15 13F Modern Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-31 13F Cosner Financial Group, LLC 8,085 -1.34 384 6.98
2025-08-08 13F Tortoise Investment Management, LLC 940 0.00 45 7.32
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4,100 0.00 195 8.38
2025-08-14 13F Wells Fargo & Company/mn 897,060 4.78 42,583 13.80
2025-07-28 13F Mutual Advisors, LLC 10,329 -0.21 473 1.94
2025-08-11 13F Bulltick Wealth Management, LLC 160,345 0.00 7,612 8.60
2025-05-14 13F Per Stirling Capital Management, LLC. 0 -100.00 0
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