Mga Batayang Estadistika
| Pemilik Institusional | 220 total, 220 long only, 0 short only, 0 long/short - change of -2.63% MRQ |
| Alokasi Portofolio Rata-rata | 0.1833 % - change of -8.41% MRQ |
| Saham Institusional (Jangka Panjang) | 15,367,461 (ex 13D/G) - change of 0.18MM shares 1.16% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 711,677 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Europe Hedged Equity Fund (US:HEDJ) memiliki 220 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 15,367,461 saham. Pemegang saham terbesar meliputi Goldman Sachs Group Inc, Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, Bank of New York Mellon Corp, Fmr Llc, FILFX - Strategic Advisers International Fund, and Boothe Investment Group, Inc. .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Europe Hedged Equity Fund (ARCA:HEDJ) 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 49.37 / share. Previously, on September 9, 2024, the share price was 43.32 / share. This represents an increase of 13.97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 129,920 | 6 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 31,207 | -47.37 | 1,502 | -46.68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 760 | 0.00 | 37 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14,424 | 0.00 | 694 | 1.46 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9,418 | 5.52 | 453 | 7.09 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 4,900 | 236 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,088 | 6.74 | 526 | 15.86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10,956 | 0.26 | 527 | 1.74 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42,141 | -4.60 | 2,028 | -3.29 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 478 | 23 | ||||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 110 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 10,440 | 0.00 | 502 | 1.41 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 59,692 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7,848 | 57.31 | 378 | 59.75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14,813 | -0.36 | 713 | 0.99 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,168 | 201 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,022 | 0.00 | 49 | 2.08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39,824 | 1,922 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6,580 | 0.00 | 317 | 2.27 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 1,060 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,375 | -0.39 | 547 | 0.92 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 238 | 1.28 | 11 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48,722 | 6.80 | 2,344 | 8.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 144 | 94.59 | 7 | 100.00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 140,659 | -7.24 | 6,769 | -5.99 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,910 | 118.94 | 717 | 121.98 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16,664 | -3.92 | 802 | -2.67 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 4,624 | 0.00 | 223 | 1.37 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 26,600 | -81.16 | 1,280 | -80.92 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 52,440 | 3 | ||||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 414,856 | -0.03 | 19,963 | 1.32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,590 | 184.71 | 1,231 | 188.97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,418 | -48.35 | 164 | -47.77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55,330 | 141.16 | 2,664 | 144.54 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 338 | 0.00 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 800 | 0.00 | 38 | 2.70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,568 | -18.94 | 124 | -18.00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 21,954 | -1.17 | 1,056 | 0.19 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,753 | 3.11 | 325 | 4.52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 101,686 | 0.21 | 4,893 | 1.56 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4,175 | 201 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 3,493 | -1.61 | 168 | 0.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 413 | 1.72 | 20 | 0.00 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7,190 | 0.00 | 346 | 1.17 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 77,100 | 19.93 | 3,732 | 21.57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 660 | -21.33 | 32 | -13.89 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 8,000 | 0.00 | 385 | 1.32 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 14,790 | 0.00 | 715 | 4.69 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 11,670 | -1.08 | 562 | 0.18 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50,102 | 614.72 | 2,411 | 625.90 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 19,486 | -6.60 | 938 | -5.35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 106,968 | 1,546.67 | 5,147 | 1,571.10 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 306 | 0.00 | 15 | 0.00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 22,100 | 1,063 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 4,395 | 0.00 | 211 | 1.44 | ||||
| 2025-05-06 | 13F | Madison Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 72 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 115,077 | -5.72 | 5,538 | -4.45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,116 | 54 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10,312 | 0.00 | 496 | 1.43 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,446 | -5.69 | 166 | -4.62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 513 | 17,000.00 | 25 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3,000 | 0.00 | 144 | 1.41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 407 | 0.00 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 46,675 | -0.14 | 2,246 | 1.22 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57,622 | 0.98 | 2,773 | 2.33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 812 | 84.55 | 39 | 95.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,337,668 | 5.70 | 64,369 | 7.12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,879 | 10.51 | 668 | 11.91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 17,362 | 0.00 | 835 | 1.33 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 11,374 | 0.00 | 547 | 1.30 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 11,415 | 549 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 116 | 1.75 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47,553 | -11.54 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,125 | -25.98 | 150 | -25.00 | ||||
| 2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 16,488 | -4.59 | 776 | 3.88 | ||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 419,228 | 0.00 | 20,760 | 0.75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,678 | 3.73 | 610 | 5.00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 8,463 | 0.81 | 407 | 2.26 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 251,207 | 931.78 | 12,088 | 946.58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,739 | 11.87 | 276 | 12.65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,085 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,961 | 2.23 | 1,634 | 3.61 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 400 | 0.00 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 11,916 | -2.17 | 573 | -0.87 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 4,866 | 0.00 | 234 | 1.30 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 7,912 | -16.82 | 381 | -15.74 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 30 | -23.08 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 200 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29,451 | 0.34 | 1,417 | 1.72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,977 | 29.90 | ||||||
| 2025-07-11 | 13F | Spence Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 19 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77,734 | 101.39 | 3,849 | 109.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 654,008 | -7.48 | 31,471 | -6.23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,700 | 0.00 | 81 | 1.25 | ||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,148 | -88.05 | 248 | -87.92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,316 | 545 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1,180 | 0.00 | 57 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,000 | 0.00 | 192 | 1.59 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4,000 | 0.00 | 192 | 1.59 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,838 | 299.57 | 88 | 319.05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,912 | 0.00 | 284 | 1.43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6,080 | -6.58 | 293 | -5.50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4,152 | -38.28 | 197 | -38.24 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,410 | 0.00 | 162 | 8.05 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 29,754 | 0.77 | 1,432 | 2.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 446,554 | 1.58 | 21,488 | 2.95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,074 | 24.27 | 389 | 25.97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 218 | 0.00 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,947 | -7.72 | 623 | -6.46 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 154,452 | -4.49 | 7,432 | -3.19 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7,371 | -93.30 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,116 | 0.00 | 54 | 1.92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 387,115 | -3.61 | 18,628 | -2.31 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 2,000 | 96 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 11,364 | -4.15 | 547 | -4.55 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 20,047 | -1.92 | 967 | -1.23 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12,271 | -8.50 | 591 | -7.23 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 52,168 | 2.35 | 2,508 | 3.98 | ||||
| 2025-07-24 | 13F | Conning Inc. | 144,030 | 0.00 | 6,931 | 1.35 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 169,942 | -10.46 | 8,178 | -9.26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34,753 | -10.83 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 162 | 0.00 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 8,286 | 1.84 | 399 | 3.11 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 49,556 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,566 | 0.00 | 123 | 1.65 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 494 | 0.00 | 23 | 9.52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,675 | -63.17 | 321 | -62.67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 112,062 | 13.96 | 5,392 | 15.51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,317 | 256 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 77,925 | 89.88 | 3,783 | 94.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,862 | -4.20 | 282 | -2.76 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 20.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,848 | -41.76 | 137 | -40.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,403 | -7.40 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 73 | 4 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,183 | 15.67 | 3,193 | 16.53 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 9,163 | -1.94 | 441 | -0.68 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 11 | 10.00 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51,017 | 18.79 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,414 | 165.79 | 68 | 172.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 436 | 1.63 | 21 | 5.00 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 6,305 | 0.05 | 303 | 1.34 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 32,540 | 0.00 | 1,566 | 1.36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 262 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 552 | 0.00 | 27 | 0.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 13,640 | 0.00 | 656 | 1.39 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 4,320 | 0.00 | 208 | 0.98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 113,673 | 64.95 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 216 | 0.00 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 34,807 | 3.40 | 1,675 | 4.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 250 | -28.57 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 52,364 | -20.47 | 2,520 | -19.42 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 85,637 | 4,121 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,319,460 | 1.95 | 63,492 | 3.32 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,586 | -1.41 | 269 | -0.37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 3,714 | -3.38 | 179 | -2.20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,419 | -58.88 | 263 | -58.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 94 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107,751 | 406.42 | 5,185 | 413.27 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 5,161 | -0.58 | 248 | 0.81 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16,221 | -25.85 | 781 | -24.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52,816 | 2.78 | 2,541 | 4.18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,039,284 | 6.62 | 50,010 | 8.06 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 5,600 | 0.00 | 269 | 1.51 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5,530 | 0.00 | 253 | 4.56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 992 | 0.00 | 48 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,226 | 0.14 | 203 | 1.50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55,461 | 2,669 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,516 | -0.98 | 458 | 0.22 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 12,990 | 0.00 | 625 | 1.46 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7,504 | 361 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 407,099 | 0.56 | 19,590 | 1.91 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 98,420 | -1.58 | 4,756 | 0.17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,235 | 2.97 | 252 | 4.15 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 29,147 | 2.13 | 1,403 | 3.47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 475 | 13.64 | 23 | 15.79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16,479 | 164.04 | 1 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 500 | 0.00 | 24 | 4.35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,729 | 44.08 | 83 | 48.21 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 5,434 | 0.00 | 261 | 1.16 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 94,931 | 21.37 | 4,568 | 23.03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 200 | 10 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17,700 | 0.00 | 852 | 1.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 68 | 1.49 | 3 | 50.00 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9,710 | -12.21 | 467 | -11.05 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 0.00 | 35 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106,269 | 14.45 | 5,114 | 15.99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25,846 | 1.90 | 1,244 | 3.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 137,882 | 215.32 | 6,635 | 219.56 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 169,106 | 0.51 | 8,137 | 1.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81,339 | 3.72 | 3,914 | 5.13 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,560 | 0.00 | 75 | 1.35 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 568 | -3.07 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5,782 | -0.81 | 278 | 0.72 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14,833 | 1.76 | 714 | 3.03 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 4,400 | 209 | ||||||
| 2025-04-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 113,200 | 5,564 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 7,406 | 0.00 | 356 | 1.42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29,378 | -41.43 | 1,414 | -40.66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,025 | 86.14 | 1,397 | 88.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 374,190 | 34.91 | 18,006 | 36.73 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7,260 | 0.81 | 349 | 2.35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55,907 | 12.80 | 2,690 | 14.32 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 78 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 187,790 | 1.25 | 9,036 | 2.61 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 16,794 | 0.00 | 808 | 1.38 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 509,673 | 12.43 | 24,526 | 13.94 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 5,982 | 0.00 | 288 | 1.06 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,371 | 0.26 | 258 | 1.57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 498,487 | 597.40 | 23,987 | 606.96 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,356 | 0.00 | 161 | 1.26 | ||||
| 2025-08-14 | 13F | Alethea Capital Management, Llc | 7,925 | 0.00 | 381 | 1.33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 693 | 38.32 | 33 | 43.48 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 314 | 0.00 | 15 | 7.14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,334 | 0.00 | 401 | 1.52 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | Motco | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 7,432 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2,815,006 | -3.76 | 135,458 | -2.47 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 14,690 | 0.00 | 707 | 1.29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 |
