Mga Batayang Estadistika
| Pemilik Institusional | 146 total, 145 long only, 1 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.0326 % - change of -70.20% MRQ |
| Saham Institusional (Jangka Panjang) | 21,372,843 (ex 13D/G) - change of 3.39MM shares 18.87% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 70,535 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Oxford Lane Capital Corp. (US:OXLC) memiliki 146 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 22,636,630 saham. Pemegang saham terbesar meliputi Border to Coast Pensions Partnership Ltd, Morgan Stanley, Citadel Advisors Llc, Wedbush Securities Inc, Coastal Investment Advisors, Inc., LPL Financial LLC, J.w. Cole Advisors, Inc., Jane Street Group, Llc, Advisor Group Holdings, Inc., and Geneos Wealth Management Inc. .
Struktur kepemilikan institusional Oxford Lane Capital Corp. (NasdaqGS:OXLC) 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 3.64 / share. Previously, on September 9, 2024, the share price was 5.38 / share. This represents a decline of 32.34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 69,423 | 290 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,099 | -11.22 | 42 | -20.75 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22,861 | 6.23 | 96 | -4.95 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 347,344 | 22.73 | 1,459 | 9.21 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,924 | 6.20 | 63 | -6.06 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,047 | 72 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19,976 | 0.00 | 84 | -11.70 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,500 | -7.55 | 103 | -18.40 | ||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 34,089 | 17.19 | 143 | 4.38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 51,433 | 0.01 | 216 | -10.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,733 | -52.13 | 41 | -58.76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12,874 | 54 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 147,409 | 1,343.91 | 619 | 1,189.58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,000 | -3.65 | 126 | -13.70 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 556 | 2 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,198 | 92.54 | 26 | 73.33 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 46,702 | 0.00 | 225 | 1.82 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1,135 | 51.33 | 5 | 66.67 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 65,940 | -3.97 | 277 | -14.81 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43,295 | 7.21 | 182 | -4.74 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 45,587 | 6.51 | 191 | -5.45 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19,392 | 10.63 | 81 | -1.22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15,560 | 38.90 | 65 | 25.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 955 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,071 | 0.18 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,200 | 51 | ||||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 137,834 | 12.63 | 579 | 0.17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 183,979 | 21.55 | 773 | 8.12 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 36,900 | 134 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 15,323 | -0.92 | 64 | -12.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 587,450 | -4.35 | 2,467 | -14.87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,954,687 | 101.23 | 8,210 | 79.08 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 305,307 | 5.08 | 1,282 | -5.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70,351 | 295 | ||||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,268 | 18 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 943 | 0.00 | 4 | -25.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,725 | 0.22 | 95 | -16.67 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,110 | 0.00 | 34 | -10.53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 22,020 | 6.21 | 92 | -5.15 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 86,712 | -2.60 | 356 | -15.48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 42,057 | 105.15 | 177 | 83.33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15,323 | 64 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 195,696 | -1.41 | 822 | -12.29 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 32,000 | 0.00 | 134 | -11.26 | ||||
| 2025-08-13 | 13F | Delphi Financial Group, Inc. | 560,153 | -6.12 | 2,353 | -16.48 | ||||
| 2025-05-05 | 13F | Lewis Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12,622 | 7.58 | 53 | -3.64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 306,884 | 0.00 | 1,289 | -11.05 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 93,118 | 62.76 | 391 | 44.81 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 16,518 | 69 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,621 | -39.27 | 64 | -52.27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 20,000 | 25.00 | 84 | 12.00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 16,264 | 6.52 | 68 | -5.56 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44,889 | 63.53 | 189 | 45.74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 230,071 | -10.36 | 1 | -100.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 441,779 | 35.94 | 1,855 | 21.00 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 415,326 | 63.30 | 1,744 | 45.33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 39,400 | -2.48 | 165 | -13.68 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 19,336 | 64 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 56,455 | 237 | ||||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 40,012 | 26.07 | 168 | 12.75 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41,977 | 33.68 | 176 | 18.92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 225,578 | -1.84 | 947 | -12.64 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 10,000 | 0.00 | 42 | -10.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 128,318 | -55.66 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 62,665 | -16.95 | 263 | -26.12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 223 | 0.00 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,843 | -45.98 | 67 | -52.17 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 146,408 | 0.56 | 615 | -10.63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,736 | 28 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 10,064 | 0.00 | 42 | -10.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 917,424 | -27.47 | 3,853 | -35.46 | ||||
| 2025-04-21 | 13F | Silverleafe Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 91,238 | 128.09 | 383 | 103.72 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 92,620 | 48.43 | 437 | 38.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 14,063 | -59.25 | 59 | -63.58 | ||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 62,164 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 390,886 | 24.76 | 1,771 | 11.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 57,007 | -70.43 | 239 | -73.71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11,250 | 47 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,000 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 45,557 | 81.68 | 191 | 61.86 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 26,794 | 0.00 | 113 | -11.11 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 260,956 | 38.83 | 1,096 | 23.56 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 29,139 | -7.79 | 122 | -18.12 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 556 | 2 | ||||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 3,908 | 16 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 57,696 | 59.64 | 242 | 42.35 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 90,163 | 379 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 136,450 | 39.38 | 573 | 24.03 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 594,696 | 1,520.43 | 2,498 | 1,343.35 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 5,878 | 0.00 | 25 | -11.11 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 30,500 | 0.49 | 128 | -10.49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20,240 | 6.52 | 85 | -4.49 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CastleKnight Management LP | 97,000 | 0.00 | 407 | -10.94 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 44,552 | 187 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 32,700 | -0.06 | 137 | -11.04 | ||||
| 2025-08-12 | 13F | Quilter Plc | 10,000 | 0.00 | 42 | -10.64 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 454,325 | 2 | ||||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 47,050 | 198 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 73,410 | 0.00 | 308 | -10.98 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 20,000 | 84 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 15,360 | 18.06 | 65 | 4.92 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 19,687 | 0.00 | 83 | -10.87 | ||||
| 2025-08-08 | 13F | Summitry Llc | 40,000 | 0.00 | 168 | -10.64 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10,000 | 0.00 | 42 | -10.64 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,904 | 74.21 | 155 | 57.14 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 17,606 | -21.85 | 74 | -31.13 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,442 | 0.00 | 48 | -11.11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,827 | -16.45 | 58 | -25.64 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5,195 | 22 | ||||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10,685 | 69.60 | 45 | 51.72 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7,500 | 32 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 579,347 | 8.08 | 2,433 | -3.83 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10,099 | 0.00 | 42 | -10.64 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 27,313 | 115 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40,485 | 27.99 | 170 | 14.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 216,966 | 0.36 | 911 | -10.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,687 | -13.40 | 57 | -22.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 349 | -41.64 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 95,209 | 3,655.78 | 400 | 3,527.27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,118 | 90.38 | 93 | 70.37 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10,634 | 45 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 12,000 | 0.00 | 50 | -10.71 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,397 | 6 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 27,474 | 5.21 | 115 | -6.50 | ||||
| 2025-08-14 | 13F | K2 Principal Fund, L.p. | 20,000 | 100.00 | 84 | 78.72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,251 | -5.37 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16,761 | -0.68 | 70 | -11.39 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14,765 | 0.02 | 62 | -10.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 132,074 | 18.28 | 555 | 5.12 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,243,900 | -0.55 | 5,224 | -11.50 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 77,881 | 15.93 | 327 | 3.15 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 355,605 | 28.30 | 1,494 | 14.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,249 | 8.18 | 148 | -3.27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 276,514 | 0.84 | 1,161 | -10.28 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 25,500 | 107 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,655,394 | 1,320.71 | 6,953 | 1,166.30 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 23,464 | 120.11 | 99 | 96.00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 33,924 | 6.52 | 142 | -5.33 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1,516,297 | 11.15 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 682,335 | 3.39 | 2,866 | -8.03 | ||||
| 2025-07-14 | 13F | Border to Coast Pensions Partnership Ltd | 2,200,000 | 0.00 | 9 | -10.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136,048 | 1.55 | 571 | -9.65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jump Financial, LLC | 165,964 | 697 | ||||||
| 2025-07-30 | NP | ORR - Militia Long/Short Equity ETF | Short | -1,263,787 | -5,725 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,156 | 8.23 | 55 | -3.51 |
