Mga Batayang Estadistika
| Pemilik Institusional | 253 total, 253 long only, 0 short only, 0 long/short - change of -5.95% MRQ |
| Alokasi Portofolio Rata-rata | 0.4891 % - change of -13.37% MRQ |
| Saham Institusional (Jangka Panjang) | 39,684,023 (ex 13D/G) - change of -9.15MM shares -18.74% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,709,022 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (US:IHDG) memiliki 253 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 39,684,023 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, Ameritas Advisory Services, LLC, UBS Group AG, Creative Planning, Ameriprise Financial Inc, and Stifel Financial Corp .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund (ARCA:IHDG) 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 45.07 / share. Previously, on September 9, 2024, the share price was 44.31 / share. This represents an increase of 1.72% 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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6,589 | -58.73 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6,995 | -62.03 | 315 | -60.58 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1,973 | 0.00 | 89 | 3.53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 101,515 | 4.16 | 4,573 | 8.13 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 342 | 0.00 | 15 | 7.14 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7,023 | -20.25 | 316 | -17.28 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 345,172 | 0.10 | 15,550 | 3.91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 729,543 | 6.41 | 32,866 | 10.46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,181,139 | -30.65 | 53,210 | -28.01 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 259,948 | 1.45 | 11,711 | 5.31 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7,500 | 0.00 | 338 | 3.69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | -99.99 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10,487 | -91.15 | 472 | -90.82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,637 | -0.91 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62,239 | -42.59 | 2,804 | -40.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18,912 | -30.06 | 852 | -27.45 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 11,415 | -89.86 | 514 | -89.47 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9,114 | -44.57 | 411 | -42.50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 195,286 | -13.67 | 8,798 | -10.39 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,041,105 | -4.72 | 46,902 | -1.10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,003 | 0.20 | 45 | 4.65 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,000 | 0.00 | 45 | 4.65 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 25 | 1 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 119,506 | -15.09 | 5,384 | -11.87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5,860 | 0.05 | 264 | 3.54 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 47,832 | 11.68 | 2,161 | 15.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 790,123 | -2.20 | 35,595 | 1.52 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 472 | 1.51 | 21 | 5.00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 304,769 | 3.32 | 13,769 | 7.55 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 156 | 0.00 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5,551 | -94.43 | 250 | -94.22 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 23,297 | 0.24 | 1,050 | 4.07 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 396,591 | -4.76 | 17,866 | -1.13 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 15,925 | -2.97 | 1 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,187 | -0.40 | 234 | 3.10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 7,032 | 317 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 18,356 | -95.32 | 827 | -95.15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,848 | 354 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 33,038 | 3.42 | 1,488 | 7.36 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 21,167 | -3.84 | 954 | -0.21 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 293,028 | 7.96 | 13,201 | 12.06 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 8,200 | -1.38 | 369 | 2.50 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9,964 | -92.06 | 456 | -91.35 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 237,234 | 2.11 | 10,687 | 5.99 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 368,075 | 23.37 | 16,582 | 28.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,340 | -32.72 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,847 | 219 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 567 | 0.71 | 26 | 4.17 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10,076 | 0.00 | 454 | 3.66 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8,960 | 0.10 | 404 | 3.87 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4,859 | -36.25 | 219 | -33.94 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 11,135 | -24.57 | 502 | -21.72 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 349,541 | 4.18 | 15,747 | 8.15 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 208,700 | 78.36 | 9,402 | 85.13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8,911 | 56.03 | 401 | 60.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 67,859 | 7.25 | 3,057 | 11.16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 200,521 | -76.92 | 9,033 | -76.04 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6,379 | -3.08 | 287 | 0.70 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 77,675 | 14.68 | 3,499 | 19.05 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 456 | 21 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 86,892 | -5.01 | 3,914 | -1.41 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,958 | 16.80 | 944 | 21.34 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 263,672 | 3.37 | 11,857 | 7.98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,889 | 0.00 | 85 | 4.94 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 41,290 | 178.65 | 1,860 | 189.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 65,986 | -40.44 | 2,973 | -38.19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,019 | 0.00 | 226 | 4.15 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 910 | 62.50 | 41 | 66.67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 | 140.00 | 1 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4,014 | 0.00 | 181 | 3.45 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 202 | 9 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 254,997 | 9.44 | 11,488 | 13.60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 59,787 | 1.75 | 2,693 | 5.61 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 25,228 | 0.01 | 1,137 | 3.84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 61,380 | 3.28 | 2,765 | 7.21 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 371,370 | 1.92 | 16,730 | 5.79 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 53,025 | -0.27 | 2,389 | 3.51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,976 | -20.96 | 359 | -17.85 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 253,388 | -49.13 | 11 | -47.62 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 6,220 | -24.01 | 280 | -21.13 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5,068 | 233 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 639 | 0.00 | 29 | 3.70 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5,000 | 0.00 | 225 | 3.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,926,911 | -18.11 | 131,857 | -15.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,664 | -10.01 | 480 | -6.61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,654 | -97.02 | 300 | -96.91 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 123,594 | -13.54 | 5,568 | -10.25 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 6,432 | -61.32 | 290 | -59.92 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 347 | 0.00 | 16 | 0.00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 9,750 | -42.03 | 439 | -39.78 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4,853 | 211 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 12,220 | -90.54 | 551 | -90.19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 215 | 0.00 | 9 | 0.00 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7,741 | 0.40 | 349 | 4.19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 107,892 | 40.20 | 4,875 | 44.67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6,926 | -77.84 | 312 | -76.99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 102,935 | 32.97 | 4,637 | 38.05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12,725 | -9.32 | 573 | -5.91 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 30,601 | 2.06 | 1 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 336,349 | -2.02 | 15,161 | 1.75 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 83,038 | -8.09 | 3,741 | -4.62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,014 | 271 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,740 | 1.44 | 304 | 5.21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,000 | 50.00 | 135 | 56.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77,463 | 239.30 | 3,490 | 249.25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,231,344 | -12.58 | 235,672 | -9.25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 188,030 | 3.92 | 8,471 | 7.87 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 173,847 | -3.13 | 7,832 | 0.55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,795 | -5.19 | 937 | -1.58 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 15,632 | 87.68 | 1 | |||||
| 2025-05-12 | 13F | Covestor Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8,684 | -74.35 | 391 | -73.38 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 5,361 | -14.59 | 242 | -11.40 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11,615 | 98.68 | 523 | 106.72 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 56,141 | 11.98 | 2,529 | 16.28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40,534 | 23.86 | 1,826 | 28.59 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 122,228 | -49.09 | 5,506 | -47.16 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18,240 | 5.37 | 822 | 9.32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 | -93.07 | 11 | -92.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 95,785 | -14.41 | 4,315 | -11.14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 127,288 | 9.03 | 5,734 | 13.19 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 12,006 | -1.15 | 541 | 2.47 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 4,994 | -91.53 | 225 | -91.24 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 157,184 | -1.49 | 7,081 | 2.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116,113 | -59.01 | 5 | -58.33 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 7,695 | 347 | ||||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,104,242 | -8.84 | 49,746 | -5.37 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 4,823 | 1.34 | 217 | 5.34 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 28,807 | 5.60 | 1,298 | 9.64 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 99 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 568 | -38.53 | 26 | -37.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588,855 | 7.72 | 26,528 | 11.82 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7,448 | 0.07 | 336 | 3.72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 138,769 | 20.71 | 6,252 | 25.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 326,238 | 14.34 | 14,697 | 18.69 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 381,721 | 0.50 | 17,197 | 4.33 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 494,862 | -1.79 | 22 | 4.76 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 7,256 | 327 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 861 | 1.53 | 39 | 5.56 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 20,882 | -5.46 | 941 | -1.88 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5,000 | 0.00 | 225 | 3.69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15,744 | -8.10 | 1 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 598 | 27 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 19,934 | -2.35 | 898 | 1.35 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4,941 | -54.32 | 223 | -52.67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,847 | 263 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,528 | -19.23 | 114 | -16.30 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 9,050 | 0.00 | 408 | 3.83 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 15,540 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 88,453 | -29.09 | 3,985 | -26.40 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 66,233 | -3.40 | 2,984 | 0.27 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 945 | -21.18 | 43 | -19.23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45,350 | -9.63 | 2,043 | -6.16 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36,356 | 1,991.83 | 1,638 | 2,082.67 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 924 | 0.00 | 42 | 2.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 245,492 | -14.13 | 11,059 | -10.88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,360 | -12.79 | 332 | -9.56 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8,234 | -93.81 | 371 | -93.59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34,416 | 2.73 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4,919 | -12.86 | 222 | -3.90 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 169,033 | 7,615 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,970 | 85.86 | 179 | 93.48 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,786 | 3.16 | 486 | 7.06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21,691 | 5.10 | 977 | 9.16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 100,254 | -76.85 | 4,516 | -75.97 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 743,594 | 4.90 | 33,499 | 8.89 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98,015 | 1.51 | 4,416 | 5.37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 418,467 | -10.54 | 18,852 | -7.14 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 3,090 | -13.93 | 139 | -10.32 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 19,760 | -39.53 | 890 | -37.24 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 225 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 28 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,799 | 171 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,800 | 81 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,837 | -3.21 | 128 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,580 | 1.12 | 296 | 6.86 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18,618 | 13.42 | 839 | 17.70 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 224 | 10 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 105,397 | 607.50 | 4,748 | 634.98 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 474,363 | -14.60 | 21,370 | -11.35 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | YANKCOM Partnership | 8,400 | 0.00 | 378 | 3.85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,466 | 201 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 639,256 | 80.69 | 15,935 | 3.78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 388 | 17 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33,500 | 3.49 | 1,509 | 7.48 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 96 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 163,416 | -19.65 | 7,362 | -16.60 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 286,083 | 8.85 | 12,888 | 12.99 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6,132 | 0.00 | 276 | 3.76 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 18,438 | -11.46 | 833 | -7.75 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1,380 | 0.00 | 62 | 5.08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,730 | -3.07 | 619 | 0.65 | ||||
| 2025-05-14 | 13F | Royal Fund Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 13,219 | 0.00 | 596 | 3.84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 18,185 | -0.75 | 819 | 3.02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 952 | -26.88 | 43 | -25.00 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 160,223 | -65.27 | 7,218 | -63.95 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 5,650 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 116 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,434 | -27.88 | 515 | -25.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,303,988 | -35.32 | 193,895 | -32.86 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 40,681 | 6.01 | 1,833 | 10.03 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 25,518 | 3.43 | 1,150 | 7.38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,279 | 23.96 | 373 | 28.72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 39,589 | 0.94 | 1,783 | 4.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,323,308 | -2.67 | 59,615 | 1.03 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 8,005 | -41.69 | 361 | -39.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400,563 | 54.59 | 18,045 | 60.47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 925,655 | -47.07 | 41,704 | -45.06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 214,211 | 6.76 | 10 | 12.50 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 41,718 | 2.41 | 1,879 | 6.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,900 | 0.37 | 1,302 | 4.16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 216,882 | -36.38 | 10 | -35.71 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 71,416 | 3,217 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,556 | 0.00 | 70 | 4.48 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 47,479 | 0.00 | 2,139 | 3.79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16,625 | 18.35 | 749 | 22.82 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 21,144 | 0.27 | 953 | 4.04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41,293 | 79.02 | 1,860 | 85.81 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,986 | 1.11 | 270 | 5.08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,626 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 3,250 | 0.00 | 146 | 3.55 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 24,351 | -8.28 | 1,097 | -4.77 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 49,004 | -0.87 | 2,127 | -0.89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 68 | 3 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 631,646 | -0.72 | 28,456 | 3.06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,396 | 0.00 | 288 | 3.97 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29,657 | 49.73 | 1,336 | 55.53 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 144,872 | -28.63 | 6,526 | -25.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 681,121 | 3.87 | 30,685 | 7.82 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 119,253 | -32.44 | 5,372 | -29.87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63,699 | 41.55 | 2,869 | 46.90 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 35,907 | -20.13 | 1,618 | -17.12 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 236,769 | 3.90 | 10,666 | 7.86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,633,010 | -4.65 | 73,567 | -1.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,309 | -44.42 | 59 | -43.14 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 351,001 | -1.17 | 15,813 | 2.59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 37,001 | 0.00 | 1,667 | 3.80 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 165,722 | 6.31 | 7,466 | 10.35 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21,830 | 11.46 | 983 | 15.78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12,434 | 560 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 45,572 | 9.95 | 2,053 | 14.18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,274 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,587 | 6.87 | 71 | 10.94 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 6,924 | -2.45 | 312 | 0.97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 35 | -99.88 | 2 | -99.92 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20,460 | 1.57 | 922 | 5.38 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,750 | 14.81 | 349 | 19.52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9,088 | 0.00 | 409 | 3.81 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 53,155 | 0.27 | 2,435 | 7.03 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34,896 | 1,572 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,598 | 2.86 | 928 | 6.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,844 | 14.89 | 939 | 19.31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 525,469 | -18.02 | 23,672 | -14.90 |
Other Listings
| MX:IHDG |
