Mga Batayang Estadistika
| Pemilik Institusional | 133 total, 133 long only, 0 short only, 0 long/short - change of 9.02% MRQ |
| Alokasi Portofolio Rata-rata | 0.7387 % - change of -21.75% MRQ |
| Saham Institusional (Jangka Panjang) | 13,772,053 (ex 13D/G) - change of -0.14MM shares -1.04% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,423,153 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF (US:TBLL) memiliki 133 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 13,772,053 saham. Pemegang saham terbesar meliputi Invesco Ltd., Pnc Financial Services Group, Inc., Advisor Group Holdings, Inc., Morgan Stanley, LPL Financial LLC, Awm Capital, Llc, UBS Group AG, Wells Fargo & Company/mn, Bank Of America Corp /de/, and Castle Wealth Management Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF (ARCA:TBLL) 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 105.73 / share. Previously, on September 9, 2024, the share price was 105.75 / share. This represents a decline of 0.02% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 1,055,163 | 1,137,571 | 7.81 | 6.12 | 2.51 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 176 | 19 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,229 | -5.81 | 341 | -5.82 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 27,159 | 103.99 | 2,866 | 103.99 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 147,386 | 5.81 | 15,555 | 5.82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 135,753 | 1,914.74 | 14,327 | 1,915.05 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 10,103 | 0.09 | 1,066 | 0.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 173,628 | 3.08 | 18 | 5.88 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 101,127 | 0.43 | 10,673 | 0.42 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 63,173 | 73.92 | 6,667 | 73.94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,315 | -6.62 | 984 | -6.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 5,213 | -14.02 | 550 | -13.93 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 61 | 6 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15,022 | 1,585 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 27,536 | 13.75 | 2,906 | 13.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,210 | 655 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 481,553 | 15.03 | 50,823 | 15.04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15,520 | 2.53 | 1,638 | 2.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58,096 | 24.02 | 6,131 | 24.03 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 69,296 | 7,313 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 549 | 0.18 | 58 | 0.00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 2,148 | 0.00 | 227 | 0.00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 19,060 | 2.64 | 2,012 | 2.65 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 27,970 | 4.42 | 2,952 | 4.42 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 2,107 | -39.17 | 222 | -39.18 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 135,914 | -40.56 | 14,344 | -40.56 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 368 | 39 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,052 | -80.76 | 9 | -81.82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,256 | -13.21 | 977 | -13.24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 684,077 | 47.14 | 72,198 | 47.15 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,200 | 0.00 | 549 | 0.00 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 2,214 | -98.09 | 234 | -98.09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63,406 | 34.48 | 6,692 | 34.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 33,967 | -6.03 | 3,585 | -6.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 755,431 | 5.60 | 79,728 | 5.60 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1,960 | 207 | ||||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,342 | 67.33 | 142 | 67.86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12,299 | 154.74 | 1,298 | 155.01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83,724 | -2.23 | 8,841 | -2.17 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 20,674 | 2,183 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,988 | 264.52 | 1,390 | 153.01 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 10,910 | 1,151 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21,811 | 6.27 | 2,302 | 6.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,477 | 3.04 | 5,433 | 3.03 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4,801 | 507 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,131 | -62.61 | 119 | -62.70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,215 | -21.12 | 656 | -21.18 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,077 | 1,486 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 21,041 | -31.57 | 2,221 | -31.59 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 6,875 | 311.92 | 726 | 311.93 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 25,332 | -1.02 | 2,674 | -1.04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,760 | -11.03 | 397 | -11.01 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,960 | -4.58 | 523 | -4.56 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 16,682 | 11.07 | 1,761 | 11.04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,063 | -4.13 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9,191 | 7.76 | 970 | 7.78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11,214 | 19.30 | 1,183 | 19.27 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 30,553 | 3,225 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 304,427 | 4.45 | 32,129 | 4.46 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 95,062 | 10,033 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8,530 | 0.79 | 900 | 0.78 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 75,666 | 18.70 | 7,986 | 18.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,726 | 30.07 | 1,448 | 29.87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,252,658 | -1.06 | 132,206 | -1.06 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 134,971 | 3.65 | 14,247 | 3.66 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 325,596 | 18.05 | 34,363 | 18.06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,234 | -1.38 | 1 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2,783 | 14.81 | 294 | 14.90 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 38 | 4 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 16,442 | 42.32 | 1,735 | 42.33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 157 | 0.00 | 17 | 0.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 84,189 | -8.78 | 8,885 | -8.77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 59,759 | -1.16 | 6,307 | -1.14 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 646 | 1.10 | 68 | 1.49 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 12,418 | -43.32 | 1,311 | -43.34 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,318 | 245 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 57 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 2,544 | -48.16 | 268 | -48.16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47,300 | 4,992 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14,685 | 2 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 836 | -20.61 | 88 | -20.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,451 | 262.46 | 470 | 263.57 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 376,723 | 96.38 | 39,759 | 96.40 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27,180 | 2.74 | 2,869 | 2.76 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 389,764 | 54.56 | 41,136 | 54.57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 88,919 | 0.67 | 9,385 | 0.68 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 8,416 | 888 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2,366 | 0.00 | 250 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36 | 4 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 118 | -48.02 | 12 | -47.83 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,845 | 1,461 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2,500 | 0.00 | 264 | 0.00 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 38,073 | 4,021 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 97,090 | -16.75 | 10,264 | -16.62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 333,832 | 3.75 | 35,233 | 3.76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,304 | 12.63 | 2,987 | 12.63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4,939 | 7.93 | 521 | 8.09 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,105 | 750 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10,008 | -2.68 | 1,056 | -2.67 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 117 | 12 | ||||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2,130 | 0.00 | 225 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 112,576 | 21.58 | 11,881 | 21.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50 | 5 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 157,239 | -8.95 | 16,595 | -8.94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 191,602 | -52.89 | 20,222 | -52.89 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 40,594 | 21.19 | 4,284 | 21.19 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 1,900 | -59.57 | 201 | -59.68 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 5,685 | -11.07 | 600 | -11.13 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,637 | 84.43 | 384 | 84.13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 | -54.55 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,473 | -15.71 | 578 | -15.77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10,611 | -35.14 | 1,120 | -35.17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 296,726 | 25.89 | 31,316 | 25.90 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 160,266 | 30.78 | 16,914 | 30.70 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 3,985,357 | -7.49 | 420,615 | -7.49 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25,712 | 23.83 | 2,714 | 23.82 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3,225 | -71.32 | 340 | -71.36 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 62,413 | -11.08 | 6,587 | -11.07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 662 | 1.07 | 70 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 451,988 | 29.94 | 47,703 | 29.95 | ||||
| 2025-04-01 | NP | GMSDX - Invesco Macro Allocation Strategy Fund Class A | 61,500 | 0.00 | 6,493 | 0.03 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,493 | 106.74 | 580 | 106.79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30,711 | 3,241 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 500 | -8.26 | 53 | -8.77 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 5,225 | 0.00 | 551 | 0.18 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 28,970 | 3,057 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,033 | 69.90 | 109 | 70.31 | ||||
| 2025-05-15 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 26,083 | 11.25 | 2,753 | 11.24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 631,723 | 3.00 | 66,672 | 3.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,900 | 306 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,859 | 2.30 | 829 | 2.35 |
Other Listings
| MX:TBLL |
