Mga Batayang Estadistika
Pemilik Institusional | 216 total, 216 long only, 0 short only, 0 long/short - change of -4.41% MRQ |
Alokasi Portofolio Rata-rata | 0.2819 % - change of -8.02% MRQ |
Saham Institusional (Jangka Panjang) | 28,998,942 (ex 13D/G) - change of 2.07MM shares 7.67% MRQ |
Nilai Institusional (Jangka Panjang) | $ 670,140 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio TIPS ETF (US:SPIP) memiliki 216 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 28,998,942 saham. Pemegang saham terbesar meliputi State Street Corp, Charles Schwab Investment Management Inc, Cwm, Llc, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class, LPL Financial LLC, 3EDGE Asset Management, LP, EDGF - 3EDGE Dynamic Fixed Income ETF, Pure Financial Advisors, Inc., and Cannon Financial Strategists, Inc. .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio TIPS ETF (ARCA:SPIP) 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 26.35 / share. Previously, on September 9, 2024, the share price was 26.12 / share. This represents an increase of 0.88% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5,666 | 0.00 | 148 | -1.34 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 248,705 | 16.46 | 6,481 | 15.05 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 36,860 | -0.24 | 961 | -1.44 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7,987 | -8.27 | 208 | -9.17 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16,589 | 0.00 | 432 | -1.14 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 175 | 0.00 | 5 | 0.00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 13,376 | 11.25 | 349 | 9.78 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 49,839 | -9.61 | 1,299 | -10.73 | ||||
2025-08-14 | 13F | Treasure Coast Financial Planning | 37,139 | 1.95 | 968 | 0.73 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 18,470 | -18.72 | 481 | -16.35 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 22,195 | -4.88 | 578 | -6.02 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,627 | 485 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Kilter Group LLC | 7 | 0 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 3,369 | -38.01 | 88 | -39.16 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 66,724 | -4.48 | 1,733 | -9.97 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 53,250 | 0.00 | 1,388 | -1.21 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3,448 | 7,236.17 | 90 | 8,800.00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 13,272 | -19.15 | 346 | -20.32 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 627 | 0.00 | 16 | 0.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 58,599 | -27.01 | 1,527 | -27.87 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 9,749 | 0.00 | 254 | -1.17 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 8,944 | -2.80 | 233 | -3.72 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 145,800 | 1.27 | 3,800 | 0.05 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 13,787 | -57.77 | 359 | -58.42 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 31,041 | 0.00 | 809 | -1.22 | ||||
2025-07-31 | 13F | Auour Investments LLC | 25,383 | 0.48 | 661 | 0.00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 632 | 16 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,621 | 1.24 | 329 | 0.00 | ||||
2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 666,538 | -2.20 | 17,370 | -3.39 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 4,259 | -29.70 | 111 | -29.94 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 839 | 22 | ||||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 12,125 | -0.26 | 316 | -1.56 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0.00 | 0 | |||||
2025-08-08 | 13F | Atlantic Trust, LLC | 33 | 0.00 | 1 | |||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,059 | 54 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 118,842 | -5.06 | 3,097 | -6.21 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 9,548 | 0.00 | 249 | -1.20 | ||||
2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2,036,766 | 53,078 | ||||||
2025-08-14 | 13F | Greenline Partners, LLC | 109,394 | -5.29 | 2,851 | -6.47 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 14,663 | -20.37 | 382 | -21.24 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 99,673 | 53.11 | 2,597 | 51.25 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 25 | 0.00 | 1 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 9,203 | -4.22 | 240 | -5.53 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,584 | -2.05 | 67 | -2.90 | ||||
2025-08-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 1,276,010 | -7.25 | 33,253 | -8.38 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 945 | 0.32 | 25 | 0.00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 16,599 | 0 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 120,175 | -2.70 | 3,132 | -3.90 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 6,101 | 0.13 | 159 | -0.62 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40,304 | 69.16 | 1,050 | 67.20 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 4,237 | 0.00 | 110 | 0.00 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 35,586 | -4.97 | 927 | -6.08 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 13,676 | -20.05 | 356 | -21.06 | ||||
2025-07-15 | 13F | McAdam, LLC | 9,221 | -13.43 | 240 | -14.29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,378 | 3.29 | 1,183 | 1.98 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 11,115 | -29.80 | 290 | -30.70 | ||||
2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 3,101 | -1.93 | 81 | -3.61 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 12,000 | 313 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 310 | 0.00 | 8 | 0.00 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,649 | -44.23 | 43 | -46.15 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 99,351 | -0.12 | 2,589 | -1.33 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 1,201 | 0 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 186 | 0.00 | 5 | 0.00 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 87,074 | 0.05 | 2,269 | -1.13 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 218,859 | -26.92 | 5,703 | -27.81 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 33,580 | -5.50 | 875 | -6.62 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,170 | -28.20 | 291 | -28.50 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 1,278,493 | -7.29 | 33,247 | -8.23 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 323 | -12.94 | 8 | -11.11 | ||||
2025-04-09 | 13F | Kwmg, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,712 | 45 | ||||||
2025-05-13 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 38,101 | -1.17 | 993 | -2.36 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,077,645 | -2.12 | 28,083 | -3.31 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 1,945 | 1.51 | 51 | 0.00 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 27,125 | 16.87 | 707 | 15.36 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 31,500 | 5.31 | 821 | 3.93 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 51 | 0.00 | 1 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 593,357 | 8.78 | 15,463 | 7.46 | ||||
2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 37,509 | -0.46 | 977 | -1.71 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 1,087 | 0.00 | 28 | 0.00 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 1,600 | -28.57 | 42 | -30.51 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 9,407 | 2.02 | 245 | 0.82 | ||||
2025-07-17 | 13F | KWB Wealth | 18,986 | 8.75 | 501 | 13.38 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 17,953 | -0.42 | 468 | -1.06 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 316 | -3.36 | 8 | 0.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 3,028,405 | 10.61 | 79 | 8.33 | ||||
2025-08-13 | 13F | Rinkey Investments | 77,011 | -3.21 | 2,007 | -4.39 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 29,230 | -6.15 | 762 | -7.31 | ||||
2025-07-14 | 13F | Gries Financial Llc | 11,643 | -53.51 | 303 | -54.09 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 170 | -30.33 | 4 | -33.33 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3,209,059 | -3.39 | 83,628 | -4.56 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,504 | -15.72 | 326 | -16.88 | ||||
2025-07-11 | 13F | Busey Wealth Management | 39,017 | -14.31 | 1,017 | -15.40 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 350 | 0.00 | 9 | 0.00 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 7,826 | 0.00 | 204 | -1.46 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 14,869 | 9.22 | 387 | 7.80 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 87,423 | 0.00 | 2,297 | 0.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 88 | -60.00 | 2 | -60.00 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 1,747,033 | -1.86 | 45,528 | -3.05 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 520 | 0.00 | 14 | 0.00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 171,831 | 6.51 | 4,478 | 5.22 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 251,083 | -9.61 | 6,543 | -10.70 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 122,445 | 3.35 | 3,191 | 2.08 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 9,067 | -3.01 | 236 | -4.08 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 43 | 0.00 | 1 | 0.00 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 234 | 0.43 | 6 | 0.00 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 850 | -26.09 | 22 | -26.67 | ||||
2025-08-14 | 13F | Mariner, LLC | 48,253 | -0.37 | 1,257 | -1.57 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4,041 | -40.76 | 105 | -41.34 | ||||
2025-08-11 | 13F | Citigroup Inc | 4,272 | 1.30 | 111 | 0.00 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 61,824 | 8.58 | 1,611 | 7.26 | ||||
2025-08-14 | 13F | Graney & King, LLC | 89 | 1.14 | 2 | 0.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 15,942 | 2.17 | 415 | 5.33 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 812 | 82.06 | 21 | 90.91 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9,613 | -2.19 | 251 | -3.47 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 8,388 | 854.27 | 219 | 847.83 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 44.11 | 10 | 50.00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 43,542 | 1,135 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 242 | -23.17 | 6 | -25.00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 22 | -81.97 | 1 | -100.00 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 235 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Cordant, Inc. | 9,765 | 0.00 | 254 | -1.17 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 426,472 | 22.18 | 11,114 | 20.70 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 361,817 | 29.52 | 9,429 | 27.94 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 0.00 | 6 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,575 | 4.81 | 1 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 23,544 | -37.07 | 614 | -37.83 | ||||
2025-08-08 | 13F | Creative Planning | 22,122 | 3.72 | 577 | 2.49 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,460 | 0.00 | 273 | -1.09 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12,500 | -15.54 | 326 | -16.67 | |||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 161,586 | 29.76 | 4,211 | 28.16 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 | 0 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 30,998 | 0.01 | 808 | -1.22 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 44 | -94.78 | 1 | -95.24 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 10,856 | 0.53 | 281 | 1.08 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 609,523 | 1.02 | 15,884 | -0.20 | ||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Adirondack Trust Co | 1,131 | 0.00 | 29 | 0.00 | ||||
2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 245 | -98.35 | 6 | -98.47 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 38,645 | -0.96 | 1,007 | -2.14 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2,004 | -25.14 | 52 | -22.39 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 42 | 1 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,336 | -3.88 | 269 | -4.61 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 101,683 | -12.18 | 2,650 | -13.26 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,304 | 11.69 | 529 | 10.44 | ||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 13,440 | 0.00 | 350 | -1.13 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Covestor Ltd | 598 | -4.47 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,222 | -58.53 | 1 | -100.00 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 31,735 | -37.38 | 827 | -38.10 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 11,674 | 0.44 | 304 | -0.65 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 300 | 0.00 | 8 | 0.00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 1,686 | 44 | ||||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 46,905 | 14.98 | 1,222 | 13.57 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 2,756 | 0.00 | 72 | -1.39 | ||||
2025-07-07 | 13F | Verde Capital Management | 122,507 | 14.15 | 3,193 | 12.75 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4,619 | 0.00 | 0 | |||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 193,169 | -34.83 | 5,034 | -35.63 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 51 | 0.00 | 1 | 0.00 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 1,404,112 | 2.29 | 36,591 | 1.05 | ||||
2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 84 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 166,920 | 109.51 | 4,350 | 107.00 | ||||
2025-07-31 | 13F | City State Bank | 42,675 | 0.00 | 1,112 | -1.16 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 79,235 | -2.16 | 2,065 | -3.37 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 13,556 | -3.79 | 353 | -4.85 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 903,222 | 10.86 | 23,538 | 9.52 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | S.A. Mason LLC | 5,240 | 0.00 | 137 | -1.45 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 39,416 | 18.04 | 1,027 | 16.70 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,671 | 11.21 | 122 | 10.00 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 | 118.18 | 1 | |||||
2025-07-31 | 13F | Buckingham Strategic Partners | 14,671 | 1.28 | 382 | 0.00 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 8,167 | 213 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 700 | 0.00 | 18 | 0.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 66 | 0.00 | 2 | 0.00 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 115,206 | 1.72 | 3,002 | 0.50 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 15,239 | -7.72 | 397 | -8.74 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80 | 1.27 | 2 | 0.00 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 261,195 | 11.10 | 6,807 | 9.76 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 19,431 | -4.83 | 506 | -5.95 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 22,466 | 0.00 | 585 | -1.18 | ||||
2025-08-14 | 13F | State Street Corp | 3,783,799 | 114.85 | 98,606 | 112.25 | ||||
2025-08-14 | 13F | Comerica Bank | 34,774 | 16.66 | 906 | 15.27 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 105 | -91.16 | 3 | -93.55 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,309 | -32.06 | 422 | -33.33 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 27,485 | -21.23 | 716 | -22.17 | ||||
2025-08-11 | 13F | Tidemark, LLC | 628 | 0.16 | 16 | 0.00 | ||||
2025-08-14 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 65,744 | 0.31 | 1,713 | -0.93 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 867,475 | -3.56 | 22,606 | -4.73 | ||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3,130 | 117.66 | 82 | 118.92 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 69 | 0.00 | 2 | 0.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 130 | 1,200.00 | 3 | |||||
2025-07-29 | 13F | Private Trust Co Na | 2,976 | -3.16 | 78 | -4.94 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 84,481 | -8.89 | 2,202 | -9.98 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 313,481 | 918.75 | 8,169 | 907.27 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 32,471 | -15.38 | 846 | -16.40 | ||||
2025-07-22 | 13F | Accel Wealth Management | 13,152 | 0.00 | 343 | -1.16 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 86,587 | 11.13 | 2 | 0.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10,917 | 37.25 | 284 | 35.89 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,926 | -20.67 | 1 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 630,836 | 6.10 | 16,455 | 5.67 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 51,771 | -0.52 | 1 | 0.00 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 97,446 | 0.37 | 2,539 | -0.86 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 17,652 | 0.86 | 460 | -0.22 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 153,522 | -6.84 | 4,001 | -7.98 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 610 | 16 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154,230 | 4,019 | ||||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 19,735 | 0.00 | 514 | -1.15 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,748 | 4.61 | 46 | 2.27 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 96,573 | 3.61 | 2,517 | 2.36 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 84 | 0.00 | 2 | 0.00 | ||||
2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Wbi Investments, Inc. | 13,112 | 0.78 | 342 | -0.58 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8,899 | -1.23 | 232 | -2.53 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 4,199 | -4.68 | 109 | -6.03 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,518 | 12.69 | 300 | 11.52 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 56,143 | 4.40 | 1,463 | 3.10 | ||||
2025-08-14 | 13F | Fmr Llc | 5,057 | 1,118.55 | 132 | 1,210.00 | ||||
2025-08-14 | 13F | Stadion Money Management, LLC | 679,548 | -4.22 | 17,639 | -5.75 |
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MX:SPIP |