Mga Batayang Estadistika
| Pemilik Institusional | 273 total, 273 long only, 0 short only, 0 long/short - change of 1.11% MRQ |
| Alokasi Portofolio Rata-rata | 0.0817 % - change of -21.70% MRQ |
| Saham Institusional (Jangka Panjang) | 32,347,736 (ex 13D/G) - change of 0.35MM shares 1.10% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,749,629 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Global Healthcare ETF (US:IXJ) memiliki 273 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 32,347,736 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Fisher Asset Management, LLC, Bank Of America Corp /de/, Richard Bernstein Advisors LLC, Phoenix Holdings Ltd., Ameriprise Financial Inc, Jpmorgan Chase & Co, Morgan Stanley, Federation des caisses Desjardins du Quebec, and Royal Bank Of Canada .
Struktur kepemilikan institusional iShares Trust - iShares Global Healthcare ETF (ARCA:IXJ) 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 88.31 / share. Previously, on September 9, 2024, the share price was 99.13 / share. This represents a decline of 10.91% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-17 | BlackRock, Inc. | 10,000,920 | 9,755,630 | -2.45 | 22.50 | -5.86 | ||
| 2025-02-07 | BlackRock Portfolio Management LLC | 4,239,124 | 10.10 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Huntington National Bank | 94 | 1,450.00 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,790 | -27.61 | 240 | -31.62 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2,396 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 739 | 1,747.50 | 64 | 2,000.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 915,169 | 5,522.47 | 78,789 | 5,209.23 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,860 | 332 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,948 | 1.01 | 1,115 | -4.70 | ||||
| 2025-06-03 | 13F | Invst, LLC | 15,958 | 1,455 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 231 | -11.83 | 20 | -17.39 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,756 | 7.03 | 727 | -2.55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 44 | 0.00 | 4 | -25.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,846 | 0.02 | 417 | -5.44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 421 | 36 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,437 | -0.11 | 468 | -5.65 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 39 | 8.33 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 53,935 | 1.36 | 4,643 | -4.31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,302 | 0.40 | 456 | -5.20 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 151 | 13 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 179 | 0.56 | 15 | -6.25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 336 | 0.90 | 29 | -6.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 315 | 0.00 | 27 | -3.57 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,528 | 11.51 | 218 | 5.34 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,550 | 399 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,750 | 0.00 | 150 | -5.70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 94,521 | -15.49 | 8,137 | -20.23 | ||||
| 2025-04-21 | NP | ETHSX - Eaton Vance Worldwide Health Sciences Fund Class A | 20,027 | -56.80 | 1,866 | -56.49 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 3,338 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,557 | 8.66 | 995 | 2.47 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 105 | -54.35 | 9 | -55.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 363 | 31 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85,648 | -9.39 | 7 | -12.50 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11,703 | -0.14 | 1,008 | -5.71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 20 | -74.36 | 2 | -85.71 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,952 | 14.76 | 168 | 8.39 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 207 | -26.33 | 18 | -32.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 9,059 | 0.87 | 780 | -4.88 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 10,547 | 0.00 | 946 | -1.56 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4,626 | 0.00 | 398 | -5.46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,132 | 15.40 | 443 | 9.14 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 380 | 9.83 | 33 | 3.23 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,400 | 0.00 | 121 | -5.51 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 122 | 10 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 351 | 0.00 | 30 | -6.25 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 420 | 0.00 | 36 | -5.26 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 533 | 46 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35,355 | 59.10 | 3,044 | 50.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,077 | 216.76 | 93 | 196.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,127 | -2.42 | 97 | -7.62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 53 | 5 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 863 | -24.89 | 74 | -28.85 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,357 | -3.43 | 461 | -8.71 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 30,625 | -19.50 | 2,637 | -24.01 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 25,082 | 0.93 | 2,159 | -4.72 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2,324 | 0.00 | 200 | -5.21 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 320 | -22.71 | 29 | -23.68 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35,915 | -1.91 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19,426 | 0.78 | 1,672 | -4.84 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 5,067 | -18.55 | 436 | -23.10 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,458 | -4.64 | 126 | -10.07 | ||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20,567 | -1.31 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,792 | 0.00 | 326 | -5.51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,846 | 21.04 | 1,536 | 14.29 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 3,748 | 0.00 | 321 | -3.02 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,842 | -5.89 | 245 | -11.27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 360 | 80.00 | 31 | 66.67 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 6,292 | 11.74 | 542 | 5.46 | ||||
| 2025-07-24 | 13F | Eastern Bank | 128 | -61.21 | 11 | -63.33 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,975 | -5.41 | 256 | -10.49 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32,370 | 27.66 | 2,789 | 20.54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,305 | 285 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 352 | 0.00 | 30 | -6.25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 957 | 82 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,634 | 14.24 | 313 | 7.59 | ||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 12,675 | 0.00 | 1,091 | -5.63 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7,468 | -2.42 | 643 | -7.89 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,673 | 16.16 | 402 | 9.84 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 76 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 7,867 | 677 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,853 | 15.91 | 1,107 | 9.40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0.00 | 52 | -5.56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,730 | -9.37 | 1,268 | -14.44 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,091 | -31.71 | 955 | -35.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,539,651 | 6.31 | 218,639 | 0.35 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,117 | 0.00 | 96 | -4.95 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,028 | -1.12 | 175 | -6.95 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 871 | 0.11 | 75 | -6.33 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 3,271 | 0.00 | 282 | -5.70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12,614 | 1,086 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 85,288 | -7.34 | 7,342 | -12.53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,736 | -79.27 | 236 | -80.47 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 363 | 0 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 5,203 | -3.74 | 445 | -9.76 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3,965 | 6.02 | 341 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 408 | 0.00 | 35 | -8.11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,759 | -1.08 | 1,184 | -6.62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,907 | -14.65 | 681 | -19.43 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 6,809 | -1.45 | 586 | -6.98 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,677 | 0.79 | 317 | -4.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,428 | -20.23 | 381 | -24.70 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,960 | 6.56 | 686 | 0.59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 450 | 0.00 | 41 | 7.89 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 48,500 | -3.48 | 4,175 | -8.46 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 100 | 0.00 | 9 | -11.11 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 44 | 4 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,388 | -2.90 | 378 | -8.50 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 124 | 0.00 | 11 | -9.09 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 237,238 | 6.07 | 20,424 | 0.13 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 314,949 | 6.91 | 27,114 | 0.92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 276,073 | 5.89 | 23,767 | -0.04 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19,525 | -2.00 | 1,681 | -7.49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,412 | -0.69 | 810 | -6.25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 54,469 | -0.50 | 4,689 | -6.07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,086 | 3.50 | 438 | -2.46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3,261 | 281 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,899 | 3.60 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 37,103 | 1.94 | 3,194 | -3.77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 346 | -34.22 | 30 | -35.56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 87,969 | -8.90 | 7,573 | -14.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 298 | 79.52 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 42,126 | -0.72 | 3,627 | -6.28 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,479 | 37.84 | 127 | 30.93 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15,694 | -9.44 | 1,351 | -14.49 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6,289 | -55.59 | 541 | -58.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 130,476 | -9.11 | 11,233 | -14.21 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 118 | 10 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 152,995 | -2.40 | 13,171 | -7.87 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 3,400 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 11,942 | 5.20 | 1,028 | -0.68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 26,024 | 16.05 | 2,240 | 9.54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 651 | -6.73 | 56 | -9.68 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 2,946 | 0.24 | 254 | -5.24 | ||||
| 2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400 | 0.00 | 34 | -5.56 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 219,254 | -10.47 | 18,876 | -15.49 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 450 | 0.00 | 39 | -7.32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 131,116 | 2.10 | 11,288 | -3.63 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,982 | 343 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27,830 | 29.97 | 2,396 | 22.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 42,049 | -0.48 | 3,620 | -6.07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2,325 | 200 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 115,760 | 0.00 | 10 | -10.00 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 4,150 | 12.16 | 357 | 5.93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,506 | 216 | ||||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 67,069 | 0.97 | 6 | -16.67 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6,903,794 | -5.35 | 594,348 | -10.65 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-04-18 | 13F | DHJJ Financial Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,987 | 0.13 | 257 | -5.51 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,283 | 110 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Family Firm, Inc. | 22,381 | 4.46 | 1,927 | -1.43 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 58 | 0.00 | 5 | -20.00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 3,922 | -19.93 | 338 | -24.44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,350 | -30.21 | 374 | -34.15 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 58 | 0.00 | 5 | -20.00 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 4,630 | 0.00 | 399 | -5.69 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 15,062 | -3.26 | 1,297 | -8.67 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 3,512 | 14.25 | 302 | 7.86 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 898 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,200 | 0.00 | 103 | -5.50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,314 | 1.55 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 633 | 54 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 772 | 66 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2,098 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1,349,163 | 10.87 | 116,152 | 4.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 526,157 | -0.68 | 45,297 | -6.24 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19,966 | -19.43 | 1,719 | -23.95 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 208 | 0.00 | 18 | -5.56 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 4,768 | -1.55 | 411 | -7.03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,918 | 2.06 | 251 | -3.46 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 | 0 | ||||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 2 | 0 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,329 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,896 | 10.37 | 249 | 4.18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2,616 | -3.08 | 225 | -8.54 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | Truist Financial Corp | 24,623 | 95.90 | 2,120 | 84.90 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 350 | 0.00 | 30 | -3.23 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 2,510 | 0.00 | 216 | -5.26 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,952 | -3.81 | 254 | -8.96 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,752 | 0.32 | 323 | -5.57 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2,627 | 226 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 200 | 0.00 | 17 | -5.56 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 104 | 0.00 | 9 | -11.11 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 7,909 | -41.61 | 681 | -44.94 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 567 | 0.00 | 49 | -5.88 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,000 | 0.00 | 172 | -5.49 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5,700 | 491 | |||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3,900 | 0.00 | 336 | -5.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,817 | -12.51 | 1,190 | -17.43 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,924 | -0.63 | 0 | |||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 4,471 | 0.00 | 385 | -5.65 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,667 | 0.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 5,318 | 1,436.99 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 48 | 4 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 150 | 42.86 | 13 | 33.33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 250 | 0.00 | 21 | -4.55 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,744 | 23.34 | 920 | 16.33 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6,162 | 17.24 | 530 | 10.65 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3,272 | 0.00 | 282 | -5.70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,865 | -25.68 | 247 | -29.91 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 9,260 | 8.94 | 797 | 2.84 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 23 | 0.00 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 130 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 3,316 | 285 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 17,271 | -2.63 | 1,487 | -8.10 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 66,248 | 0.42 | 5,703 | -5.20 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14,020 | 11.92 | 1,207 | 5.69 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,246 | -58.84 | 452 | -61.19 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,655 | 5.25 | 487 | -0.82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 570 | 49 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 450 | 39 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,568 | -3.68 | 1,081 | -9.08 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 433 | 0.00 | 37 | -5.13 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6,583 | -7.24 | 573 | -9.92 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 31,055 | 6.81 | 2,674 | 0.83 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16,516 | 6.59 | 1,422 | 0.57 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 247 | 0.00 | 21 | -4.55 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6,805 | -2.77 | 586 | -8.31 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 20,771 | -10.92 | 1,788 | -21.85 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 30 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,629 | 91.98 | 1,345 | 81.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 523,580 | 6.66 | 45,075 | 0.68 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,685 | -2.32 | 145 | -7.64 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 3,748 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 2,885 | -20.19 | 249 | -24.55 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,411 | -8.15 | 724 | -8.01 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,049 | -10.48 | 176 | -15.38 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 36,711 | -5.65 | 3,160 | -10.94 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14,053,063 | -1.25 | 1,209,828 | -6.78 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,362 | 0.00 | 289 | -5.56 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 89 | 0.00 | 8 | -12.50 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16,703 | -26.81 | 1,438 | -30.95 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,720 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 275,151 | -9.65 | 23,688 | -14.71 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 251 | 0.00 | 22 | -4.55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 105 | -63.92 | 9 | -65.38 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 212 | 0.00 | 18 | -5.26 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 1,199,299 | -0.01 | 103,248 | -5.61 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,948 | 0.00 | 168 | -5.65 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 690 | 0.00 | 59 | -4.84 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 5,108 | -0.55 | 440 | -6.20 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 348 | 0.00 | 30 | -6.45 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,250 | 3,723 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 66 | 0.00 | 6 | -16.67 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,722 | -1.66 | 1,095 | -7.12 | ||||
| 2025-08-14 | 13F | FIL Ltd | 47,123 | 0.14 | 4,057 | -5.48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 140,172 | 52.40 | 12,079 | 43.99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,609 | 225 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,995 | 13.26 | 516 | 7.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,154 | 23.53 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 | -99.33 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6,085 | -3.18 | 524 | -8.73 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 120 | 0.00 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4,629 | 399 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 3,484 | -52.13 | 300 | -54.90 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 2,750 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 15,940 | 0.00 | 1,372 | -5.57 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15,553 | -18.97 | 1,339 | -23.54 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 80 | 7 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,064 | 0.64 | 866 | -4.94 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 230 | -28.12 | 20 | -29.63 | ||||
| 2025-04-21 | 13F | Ayalon Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 87,573 | -14.52 | 7,539 | -19.30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 43,132 | -56.92 | 3,713 | -59.33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11,121 | 957 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,822 | -48.04 | 243 | -48.07 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,580 | 0.00 | 480 | -5.51 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3,200 | 0.00 | 275 | -5.50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13,361 | 8.05 | 1,150 | 2.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,104 | 140.88 | 525 | 127.27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,331 | 7.24 | 631 | 1.28 |
