Mga Batayang Estadistika
| Pemilik Institusional | 467 total, 465 long only, 0 short only, 2 long/short - change of 8.08% MRQ |
| Alokasi Portofolio Rata-rata | 0.2024 % - change of 5.34% MRQ |
| Saham Institusional (Jangka Panjang) | 19,824,092 (ex 13D/G) - change of -0.79MM shares -3.84% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,318,535 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Financials ETF (US:IYF) memiliki 467 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 19,824,092 saham. Pemegang saham terbesar meliputi Fisher Asset Management, LLC, Morgan Stanley, Bank Of America Corp /de/, Phoenix Holdings Ltd., Manufacturers Life Insurance Company, The, Northwestern Mutual Wealth Management Co, LPL Financial LLC, Goldman Sachs Group Inc, Hsbc Holdings Plc, and Green Harvest Asset Management LLC .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Financials ETF (ARCA:IYF) 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 123.92 / share. Previously, on September 6, 2024, the share price was 101.02 / share. This represents an increase of 22.67% 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 | Citadel Advisors Llc | 14,178 | -64.39 | 1,715 | -61.83 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 1,682 | 204 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,800 | -71.88 | 218 | -69.94 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,500 | -10.26 | 423 | -3.86 | |||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 29,559 | 3,576 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 117,472 | -0.78 | 14,213 | 6.38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47,569 | 9.52 | 5,755 | 17.43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4,783 | 3.04 | 579 | 10.52 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 215 | 0.00 | 26 | 8.33 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 | 0.00 | 12 | 9.09 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,203 | 0.56 | 1,476 | 7.82 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5,920 | 716 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 194,537 | 23,537 | ||||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 5,360 | 18.32 | 649 | 26.81 | ||||
| 2025-08-06 | 13F | Simmons Bank | 5,275 | -2.15 | 638 | 4.93 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,960 | 9.79 | 358 | 17.76 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 1,885 | 228 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 1,920 | 0.31 | 232 | 7.91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7,830 | 14.81 | 947 | 23.15 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,118 | 0.00 | 377 | 7.41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 165,814 | 0.96 | 20,062 | 8.24 | ||||
| 2025-07-28 | 13F | Essex LLC | 13,323 | 24.26 | 1,612 | 33.22 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 6,606 | -1.64 | 799 | 5.55 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 36,139 | 0.69 | 4,375 | 8.00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2,860 | 0.00 | 346 | 7.45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,200 | -11.46 | 2 | 0.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,579 | -25.87 | 178 | -24.26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 156 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,310 | -22.79 | 642 | -17.27 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,340 | 0.00 | 404 | 7.45 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,829 | 32.75 | 1,068 | 42.40 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6,135 | 2.85 | 742 | 10.25 | ||||
| 2025-08-14 | 13F | FIL Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 112 | -81.40 | 14 | -80.60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,824 | -32.88 | 1,331 | -26.92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,900 | 2,892 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 143,300 | 154.54 | 17,195 | 173.48 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9,143 | 0.47 | 1,114 | 8.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,678 | 570.66 | 3,349 | 620.00 | ||||
| 2025-04-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 300 | 0.00 | 36 | 9.09 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1,178 | 0.00 | 143 | 7.58 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 5,737 | -4.86 | 694 | 2.06 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 301 | 0.00 | 36 | 5.88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7,919 | -3.45 | 958 | 3.57 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 858 | 104 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 420 | 6.33 | 51 | 13.64 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 552 | 67 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 4,854 | -1.46 | 587 | 5.77 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,390 | 39.90 | 531 | 51.71 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 11,837 | -5.61 | 1,432 | 1.20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3,535 | -3.76 | 428 | 3.14 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8,114 | 112.63 | 982 | 128.14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52,633 | -4.02 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 2,170 | -2.25 | 263 | 4.80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 332 | 0.00 | 40 | 8.11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,742 | -1.02 | 695 | 6.12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1,790 | 0.00 | 217 | 6.93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 438 | 0.00 | 53 | 6.12 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3,260 | 0.00 | 394 | 7.36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,265 | 65.83 | 758 | 77.93 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5,410 | 0.00 | 655 | 7.21 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,791 | 21.01 | 217 | 29.34 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4,911 | -2.56 | 594 | 4.58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 293,504 | -2.62 | 35,511 | 4.41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,517,255 | 8.23 | 183,573 | 16.03 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,819 | 220 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1,662 | 201 | ||||||
| 2025-07-18 | 13F | Founders Capital Management | 87 | 0.00 | 11 | 11.11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 21,915 | -53.46 | 3 | -60.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 246,618 | -2.55 | 30 | 3.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,230 | 10.89 | 1,238 | 19.06 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5,813 | 2.54 | 703 | 10.02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,738 | -7.70 | 210 | -0.94 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 91,004 | 1,871.06 | 11,116 | 2,037.69 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 101 | 0.00 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,095 | 3.11 | 132 | 13.79 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7,662 | 0.00 | 927 | 7.29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,079 | 0.18 | 614 | 7.34 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,769 | 3.63 | 335 | 11.30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3,859 | -35.28 | 467 | -30.65 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,245 | 256.20 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 13,012 | 14.12 | 1,574 | 22.40 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 24,754 | 3.32 | 2,995 | 10.77 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,093 | 0.00 | 123 | 2.50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7,860 | -3.90 | 951 | 3.15 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 50 | 0.00 | 6 | 20.00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3,631 | -0.14 | 439 | 7.07 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 23,099 | 2,795 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,176 | 0.34 | 505 | 7.68 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 836 | -32.31 | 101 | -27.34 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 416 | 0.00 | 50 | 8.70 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2,640 | 0.00 | 319 | 7.41 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5,662 | 5.01 | 1 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 184 | 0.00 | 22 | 29.41 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,000 | 0.00 | 242 | 7.11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2,674 | -30.24 | 324 | -25.23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 8,952 | 35.86 | 1,083 | 45.76 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 206 | 0.00 | 25 | 4.35 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,805 | -0.65 | 2,033 | 6.55 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 265 | 0.00 | 32 | 10.34 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 3,700 | -38.33 | 448 | -33.97 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 109 | 13 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37,566 | -63.55 | 4,545 | -60.92 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 12,020 | 1,454 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 1,108 | 134 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1,175 | 0.00 | 142 | 7.58 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6,315 | -6.62 | 764 | 0.13 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7,560 | 0.11 | 915 | 7.28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 29,722 | 252.41 | 3,594 | 277.81 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,708 | 21.22 | 1,780 | 29.95 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1,977 | 239 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6,728 | 0.00 | 814 | 7.25 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,438 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,031 | 0.00 | 609 | 7.23 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 19,722 | 0.20 | 2,386 | 7.43 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3,200 | 0.00 | 387 | 7.20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190,665 | 3.54 | 23,085 | 11.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,557 | 33.73 | 309 | 43.72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 705 | 106.74 | 85 | 123.68 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 19,438 | 2,352 | ||||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1,555 | 0 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,315 | 0.30 | 401 | 7.80 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 3,058 | 364 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,245 | -24.22 | 393 | -18.84 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 50 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 729 | 0.00 | 88 | 7.32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 197,771 | 5.29 | 23,928 | 12.89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,687 | 189.96 | 1,898 | 210.98 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 600 | 0.00 | 73 | 7.46 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3,752 | 0.00 | 454 | 7.09 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 12,193 | -5.62 | 1,475 | 1.24 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4,153 | 502 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1,605 | 0.00 | 194 | 7.18 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 2,215 | 0.36 | 268 | 7.23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 24,713 | -3.42 | 2,990 | 3.53 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,395 | 17.58 | 1,016 | 26.09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 45 | -60.87 | 5 | -58.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,810 | -59.32 | 945 | -56.42 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 278,214 | -7.37 | 33,662 | -0.68 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1,827 | 0.00 | 221 | 7.28 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 695,028 | -6.45 | 84,091 | 0.30 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 20,314 | 1.16 | 2,498 | 20.73 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 2,337 | -12.67 | 283 | -6.31 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14,631 | 32.70 | 1,756 | 42.57 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162,049 | 18.31 | 19,606 | 26.85 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 152,659 | 18,470 | ||||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 2,000 | 0.00 | 242 | 7.11 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 53,425 | 0.87 | 6,464 | 8.15 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 688 | 0.00 | 83 | 7.79 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 30 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,671 | 807 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,500,322 | -3.62 | 181,524 | 3.33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 332 | 8.85 | 40 | 17.65 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,235 | 0.48 | 633 | 7.84 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,909 | -45.16 | 352 | -41.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29,721 | 2.31 | 3,596 | 9.67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 547 | 0.00 | 66 | 8.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,516 | 0.91 | 667 | 8.28 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 406 | 0.00 | 49 | 8.89 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 15,701 | 0.00 | 1,900 | 7.23 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3,162 | 2.53 | 383 | 10.09 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 6,176 | 46.80 | 741 | 58.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8,606 | -2.09 | 1,041 | 5.05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 701,987 | 1.90 | 84,933 | 9.25 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,801 | -59.26 | 218 | -56.43 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 7,335 | -76.60 | 887 | -74.92 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 39,758 | 65.20 | 4,810 | 77.16 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6,221 | 0.00 | 753 | 7.12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 112,364 | 2.24 | 14 | 8.33 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,337 | 646 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 5,131 | 0.00 | 621 | 7.08 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 37,487 | -0.56 | 4,536 | 6.61 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,090 | 0.00 | 462 | 1.99 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 3,737 | -5.08 | 452 | 1.80 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 641 | 0.00 | 78 | 6.94 | ||||
| 2025-08-08 | 13F | Creative Planning | 14,840 | -3.27 | 1,795 | 3.70 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2,150 | 0.00 | 260 | 7.44 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 10,808 | 1,327 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,085 | -2.42 | 736 | 4.69 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,595 | 61.02 | 1,040 | 72.59 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 364 | 60.35 | 44 | 76.00 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 2,775 | 0.00 | 336 | 7.03 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2,988 | 0.34 | 362 | 7.44 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 15,627 | -1.24 | 1,764 | 0.80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,435 | -3.94 | 2,419 | 9.51 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 5,925 | 717 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2,378 | 0.00 | 288 | 7.09 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3,895 | 0.00 | 471 | 7.29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,127 | -12.12 | 499 | -5.67 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 113,138 | 13,689 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 32,205 | 4.16 | 3,896 | 11.67 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 150 | 18 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 363,900 | 44,028 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 68,017 | 8,229 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6,395 | 774 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,176 | 0.00 | 263 | 7.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,937 | -0.28 | 3,380 | 6.93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 693,945 | -25.35 | 83,960 | -19.97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 27,949 | 3 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 26,031 | -0.46 | 3,149 | 6.71 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 194 | -11.82 | 23 | -4.17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 18,107 | 10.93 | 2,191 | 18.96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2,329 | 282 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 1,196,572 | 0.00 | 144,773 | 7.21 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1,974 | 0.00 | 239 | 7.21 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 16,016 | 1,938 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2,376 | 0.00 | 287 | 7.09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24,000 | 13.74 | 2,904 | 21.92 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 46,800 | 1,070.00 | 5,662 | 1,155.43 | |||
| 2025-08-14 | 13F | Comerica Bank | 8,424 | -7.76 | 1,019 | -1.07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7,512 | 0.79 | 908 | 8.10 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 81 | 0.00 | 10 | 0.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,790 | -12.17 | 459 | -5.76 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,108 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1,659 | 201 | ||||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 3,900 | 0.00 | 472 | 7.05 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 114,788 | 32.00 | 13,888 | 41.53 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 164,016 | 0.61 | 19,842 | 7.85 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 56,145 | -11.88 | 6,793 | -5.54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,852 | 15.16 | 1,071 | 23.53 | ||||
| 2025-08-07 | 13F | Commerce Bank | 10,570 | 0.00 | 1,279 | 7.21 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 877 | 0.00 | 106 | 8.16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3,005 | -1.31 | 364 | 5.83 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 255 | 0.00 | 31 | 7.14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,891 | 0.32 | 852 | 10.65 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,139 | -28.51 | 501 | -23.43 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 825 | 0.00 | 100 | 6.45 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 4,934 | -7.26 | 597 | -0.67 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 82,080 | -0.96 | 9,931 | 6.18 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 5,000 | -50.00 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,443 | -0.04 | 2,836 | 7.18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 41,871 | 28.66 | 5,066 | 37.96 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 60,376 | -0.50 | 7,305 | 6.67 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 2,554 | -55.32 | 309 | -52.09 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 14,279 | 1,728 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2,085 | 16.42 | 252 | 24.75 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,906 | 352 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 12,162 | 0.12 | 1,471 | 7.37 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,960 | 0.00 | 358 | 7.19 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 9,511 | 46.08 | 1,151 | 56.68 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 73,625 | -0.39 | 8,908 | 8.99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 50,872 | -92.00 | 6,155 | -91.43 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 37,457 | -1.22 | 4,532 | 5.89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,492 | -2.93 | 1,027 | 4.05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 518 | 63 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,746 | 0.00 | 332 | 7.44 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,225 | 0.00 | 148 | 7.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 95,481 | 35.25 | 11,553 | 44.99 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 38,957 | 36.96 | 4,713 | 46.82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,058 | 0.27 | 1,822 | 6.93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4,343 | 0.00 | 525 | 7.14 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 482,289 | -6.77 | 58,352 | -0.04 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,979 | 0.03 | 360 | 7.14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13,981 | -1.19 | 1,692 | 5.95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,124 | 0.36 | 136 | 7.14 | ||||
| 2025-05-09 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 404 | 0.00 | 49 | 6.67 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 16,066 | -40.65 | 1,944 | -36.38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47,210 | 12.23 | 5,712 | 20.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 118,170 | 1.25 | 14 | 7.69 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17,064 | -1.74 | 2,065 | 5.36 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4,360 | -0.91 | 528 | 6.25 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 8,236 | 996 | ||||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 184,812 | 8.35 | 22,359 | 16.17 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3,961 | 0.00 | 479 | 7.40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 285 | -22.13 | 34 | -17.07 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 50 | 0.00 | 6 | 20.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,332 | 110.91 | 524 | 126.84 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 500 | -40.48 | 60 | -36.17 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3,943 | 94.52 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 10 | 1 | ||||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 4,985 | -22.83 | 563 | -21.29 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8,279 | -14.00 | 1,002 | -7.83 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,500 | 0.00 | 181 | 7.10 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 458 | 0.00 | 55 | 7.84 | ||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6,466 | 0.08 | 782 | 7.27 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 13,107 | 283.58 | 1,586 | 311.69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1,997 | 0.30 | 242 | 7.59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,345 | 42.67 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 3,323 | 15,723.81 | 402 | 20,000.00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 4,111 | 497 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 983,100 | -34.38 | 118,945 | -29.65 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 4,324 | 523 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 300 | 0.00 | 36 | 9.09 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6,951 | 2.90 | 841 | 10.37 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6,083 | -5.01 | 736 | 3.81 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 115,018 | -38.44 | 13,916 | -33.99 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2,406 | 0.00 | 291 | 7.38 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 21,678 | 2,623 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,485 | 7.99 | 1,269 | 15.80 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 88 | 0.00 | 11 | 11.11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,056 | 17.55 | 975 | 26.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6,891 | -40.69 | 834 | -36.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,290 | 25.19 | 398 | 34.46 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 34,730 | -0.64 | 4,202 | 6.52 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 9,695 | 0.00 | 1,173 | 7.13 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 11,343 | 0.32 | 1,372 | 7.52 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 4,888 | 5.14 | 591 | 12.79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,111 | 1,102 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,112 | 15.55 | 619 | 25.10 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 4,715 | 570 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 26,476 | 2,988 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,701 | 0.00 | 448 | 7.19 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 16,501 | -0.09 | 1,996 | 7.14 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 4,453 | 0.04 | 539 | 7.17 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 2,452 | 0.00 | 297 | 7.25 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2,500 | 0.00 | 302 | 7.09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 600 | 0.00 | 73 | 7.46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 636 | 0.32 | 77 | 7.04 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,368 | 0.25 | 1,254 | 7.46 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3,181 | 2.55 | 385 | 9.71 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 3,854 | 0.00 | 435 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 197 | -36.66 | 24 | -34.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,128 | -17.49 | 457 | -19.15 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,560 | 0.00 | 310 | 7.29 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,857 | 94.34 | 1,193 | 108.39 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10,312 | 1,248 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,998 | -6.46 | 484 | 0.21 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 25,681 | 0.00 | 3,107 | 7.21 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,776 | 3.42 | 2,030 | 10.87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 197,514 | 1.01 | 23,897 | 8.30 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 690 | -10.16 | 83 | -3.49 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 1,100 | 10.00 | 0 | |||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1,720 | 208 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,041 | 0.00 | 852 | 7.18 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1,950 | 0.00 | 236 | 6.82 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,008 | -1.57 | 1,090 | 5.52 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 3,638 | 450 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 11,574 | -8.50 | 1,400 | -1.89 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,467 | -49.00 | 298 | -45.32 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 295 | 0.00 | 36 | 6.06 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,268 | 0.00 | 516 | 7.28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,608 | -3.86 | 1,404 | 5.17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 4,995 | 604 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,243 | 0.00 | 150 | 7.14 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 2,129 | -89.43 | 258 | -88.69 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 38 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10,763 | -9.36 | 1,302 | -2.84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 45,763 | 3.53 | 5,537 | 10.99 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4,434 | 0.00 | 536 | 7.20 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 5,323 | -2.72 | 644 | 4.38 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 61,512 | -23.69 | 7,442 | -18.18 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 699 | 0.29 | 85 | 7.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 389,548 | -4.98 | 47,131 | 1.88 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 17,405 | 4.10 | 2,106 | 11.61 | ||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 118 | -23.38 | 14 | -17.65 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,454 | 1.04 | 176 | 8.64 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 534 | 0.00 | 65 | 6.67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 343,215 | 287.93 | 41,526 | 315.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,586 | 18.75 | 7,990 | 27.58 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 50,250 | 6,122 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,059 | 491 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5,064 | 86.59 | 613 | 126.67 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1,702 | 206 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,967 | 0.00 | 359 | 7.19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,311 | 1,248.48 | 3,062 | 1,351.18 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 507 | -14.50 | 61 | -7.58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 649 | 0.00 | 78 | 5.48 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 127,302 | 13.87 | 15,402 | 22.08 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1,148 | -12.23 | 139 | -6.12 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17,346 | -4.02 | 2,099 | 5.91 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3,715 | 0.00 | 449 | 7.16 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3,361 | -10.25 | 407 | -3.79 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4,554 | -57.28 | 551 | -54.20 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 221,240 | 26,768 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 2,054 | 0.00 | 249 | 7.36 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,326 | 4.35 | 281 | 27.15 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 3,245 | -19.22 | 393 | -13.47 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3,527 | -6.20 | 428 | 6.73 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,820 | 0.00 | 220 | 7.32 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 3,113 | -3.17 | 377 | 3.87 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 32,134 | -5.94 | 3,889 | 0.67 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,585 | 797 | ||||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,226 | 10.47 | 269 | 18.50 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 110,892 | 13,417 | ||||||
| 2025-04-11 | 13F | Davis Capital Management | 280 | 0.00 | 32 | 3.33 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11,003 | 1,331 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,219 | -10.76 | 147 | -2.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,599 | 208.93 | 2,008 | 231.35 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 3,202 | 0.00 | 387 | 7.20 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 9,301 | -2.33 | 1,125 | 4.75 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 640,575 | -3.11 | 77,503 | 3.88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,808 | 5.98 | 220 | 14.06 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 16,428 | 1,988 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4,155 | -63.19 | 503 | -60.57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,238 | 6.93 | 271 | 14.41 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 4,215 | -8.59 | 510 | -2.12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 435 | 0.00 | 53 | 6.12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,880 | -14.97 | 469 | -8.75 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 9,515 | -1.01 | 1,151 | 6.18 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 111,424 | -0.27 | 13,481 | 6.92 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 5,513 | 11.49 | 667 | 19.53 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 4,366 | 0.00 | 528 | 7.32 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1,745 | 211 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 3,239 | 0.00 | 392 | 7.12 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4,170 | -17.43 | 505 | -11.42 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 45 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21 | -70.42 | 3 | -75.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,688 | 0.00 | 567 | 7.18 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 5,130 | 0.00 | 623 | 7.79 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,305 | 2.34 | 732 | 12.63 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2,810 | -0.46 | 340 | 6.60 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 310 | 0.00 | 38 | 8.82 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2,551 | -2.82 | 309 | 4.05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,079 | 6.36 | 373 | 14.11 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4,467 | -7.84 | 540 | -1.10 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 646 | 0.00 | 78 | 8.33 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 94 | 0.00 | 11 | 10.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 23 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,393 | 0.00 | 411 | 7.33 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 283,035 | 34,244 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 12,887 | -1.90 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 51,366 | 66.96 | 6,215 | 79.03 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 6,770 | 3.63 | 819 | 11.13 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 1,992 | 0.00 | 241 | 7.59 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 32,845 | 10.10 | 3,974 | 18.03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8,620 | 52.84 | 1,043 | 63.84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 210 | 0.00 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,090 | 495 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,134 | 379 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,145 | -51.37 | 260 | -47.89 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 5,933 | 497 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 20,702 | 34.63 | 2,505 | 44.32 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,367 | 0.00 | 286 | 7.12 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 236 | 0.00 | 29 | 7.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15,627 | 82,147.37 | 1,891 | 94,400.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 595,610 | -8.15 | 72,063 | -1.52 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 3,586 | -12.49 | 434 | -6.28 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 28,380 | -3.14 | 3,434 | 3.84 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 3 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 13,815 | 531.98 | 1,671 | 579.27 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,255 | 878 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2,280 | 276 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4,318 | 0.02 | 522 | 7.19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,034 | -52.74 | 125 | -49.19 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10,633 | -27.82 | 1,286 | -22.62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,094 | 132 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 480 | 0.00 | 58 | 7.41 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5,312 | 22.40 | 599 | 25.05 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 3,388 | 0.00 | 410 | 7.07 | ||||
| 2025-08-05 | 13F | Allstate Corp | 2,300 | -75.00 | 278 | -73.22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 819 | 0.00 | 99 | 7.61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,628 | -1.20 | 439 | 5.80 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 2,373 | 0.00 | 287 | 7.49 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,274 | -2.53 | 396 | 4.49 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 3,450 | -10.53 | 417 | -4.14 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 4,122 | 0.00 | 499 | 7.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,253 | 54.32 | 273 | 68.94 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6,342 | -1.31 | 716 | 0.28 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 700 | 0.00 | 85 | 7.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,019 | 0.10 | 123 | 7.89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,462 | 14.48 | 419 | 16.76 | ||||
| 2025-05-07 | 13F | Second Half Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 615 | 0.00 | 74 | 7.25 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5,231 | 2.03 | 633 | 9.34 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,833,966 | 0.23 | 221,892 | 7.46 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2,274 | -8.71 | 275 | -2.14 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2,656 | 0.00 | 321 | 7.36 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,309 | -3.71 | 279 | 3.33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,415 | 1.63 | 1,260 | 9.00 | ||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 8,845 | 0.00 | 1 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26,306 | 85.62 | 3,183 | 99.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3,310 | 19.28 | 400 | 27.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8,912 | 0.44 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 465 | 39.22 | 56 | 51.35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,834 | 343 | ||||||
| 2025-07-24 | 13F | Verde Servicos Internacionais S.A. | 3,000 | 0 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 8 | 0.00 | 1 | |||||
| 2025-05-05 | 13F | Yeomans Consulting Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 1,200 | 0.00 | 147 | 11.36 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,062 | -10.74 | 491 | -4.29 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 7,631 | 0.00 | 923 | 7.20 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,751 | 1.93 | 575 | 9.33 |
