Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Banco Santander, S.A. - Depositary Receipt (Common Stock) meliputi Arlington Capital Management, Inc., FTHI - First Trust BuyWrite Income ETF, Bain Capital Public Equity Management Ii, Llc, Glenmede Investment Management, LP, Midwest Trust Co, BLUIX - BLUEPRINT GROWTH FUND Institutional Class, Bain Capital Public Equity, LP, LVW Advisors, LLC, Congress Wealth Management LLC / DE /, Aviso Financial Inc., Global Trust Asset Management, LLC, AlTi Global, Inc., Haven Private, LLC, Garden State Investment Advisory Services LLC, Benjamin Edwards Inc, IHT Wealth Management, LLC, Leavell Investment Management, Inc., Nilsine Partners, LLC, Diversified Trust Co, dan Walleye Capital LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Quantinno Capital Management LP | 925,021 | 95.55 | 7,678 | 142.25 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,372 | 69 | ||||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 2,236 | 214.04 | 19 | 350.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 665,972 | 58.70 | 5,528 | 96.62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,157 | 8.25 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 15,200 | 566.37 | 126 | 740.00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5,671,047 | 32,741.37 | 47,070 | 40,829.57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 70,712 | 395.32 | 1 | |||||
| 2025-08-14 | 13F | Xponance, Inc. | 20,058 | 2.45 | 166 | 26.72 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 285 | 2 | ||||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 48,221 | 142.44 | 400 | 200.75 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 38,858 | 23.26 | 323 | 52.61 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 12,701 | 0 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 38,415 | 9.66 | 319 | 35.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 422,618 | 16.72 | 3,508 | 44.62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15,733 | 131 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 156,293 | 1,297 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 38,000 | 245.45 | 313 | 322.97 | |||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 122,095 | 36.44 | 1,044 | 74.12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31,336,997 | 23.52 | 260,097 | 53.02 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1,724 | 6.16 | 14 | 40.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 17,500 | 6.71 | 144 | 29.73 | |||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 7,309 | 4.74 | 61 | 30.43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10,062 | 84 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 29,347 | 36.01 | 197 | 100.00 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 1,049,733 | 34.26 | 8,366 | 67.72 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 1,728,439 | 4.55 | 14,346 | 29.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41,228 | 191.53 | 342 | 263.83 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23,946 | 110.26 | 199 | 160.53 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 67,827 | 11.05 | 563 | 37.41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 14,529 | 121 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 14,809 | 123 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 387,608 | 3,217 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 156,477 | 30.24 | 1,299 | 61.44 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 241,250 | 104.28 | 2,002 | 153.10 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 56,340 | 19.85 | 468 | 48.73 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 42,573 | 4.38 | 353 | 29.30 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 146,336 | 36.72 | 1,215 | 69.32 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 264,936 | 8.17 | 2,199 | 33.94 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 118,370 | 19.32 | 793 | 75.44 | ||||
| 2025-08-14 | 13F | Bain Capital Public Equity Management Ii, Llc | 277,058 | 2,300 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 38,943 | 0.44 | 346 | 38.55 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10,199 | 90 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 336 | 3 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 126,598 | 6.53 | 848 | 56.75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 29,282 | 89.21 | 243 | 135.92 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 14,293 | 0.37 | 119 | 24.21 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 24,183 | 1.13 | 201 | 25.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 153,244 | 2.36 | 1,272 | 26.72 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 29,072 | 241 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 11,843,218 | 3.36 | 98,299 | 28.05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 456,513 | 6.05 | 3,789 | 31.38 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 670 | 6 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 345,069 | 4.38 | 2,864 | 27.63 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2,208,662 | 14.12 | 18,332 | 41.38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 185,500 | 1,540 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 516,200 | 14.66 | 4,284 | 42.04 | |||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 69,738 | 5.36 | 467 | 55.15 | ||||
| 2025-08-13 | 13F | Qtron Investments LLC | 66,803 | 188.39 | 554 | 257.42 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3,750 | 0 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 189,959 | 7,603.12 | 1,577 | 9,750.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18,720 | 55.70 | 155 | 187.04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,859,097 | 29.69 | 23,731 | 60.66 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 78,547 | 652 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 160,396 | 15.21 | 1,331 | 42.81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 925,410 | 8.97 | 7,680 | 34.95 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 600 | 50.00 | 5 | 100.00 | ||||
| 2025-08-12 | 13F | Enterprise Financial Services Corp | 17,550 | 13.96 | 146 | 40.78 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 63,735 | 14.35 | 529 | 41.82 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 322,441 | 2,676 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 148,997 | 45.94 | 1,237 | 80.70 | ||||
| 2025-06-26 | NP | Elevation Series Trust - The Opal International Dividend Income ETF | 243,119 | 219.90 | 1,702 | 340.67 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 47,808 | 54.97 | 394 | 91.26 | ||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 57,398 | 69.32 | 476 | 109.69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 128,809 | 16.53 | 1,069 | 44.46 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 25,499 | 16.21 | 212 | 43.54 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 249,893 | 10.76 | 2,074 | 37.26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 139,938 | 11.32 | 1,161 | 37.89 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 58,966 | 34.36 | 489 | 66.33 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 107,468 | 209.17 | 892 | 284.05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 44,894 | 174.35 | 373 | 241.28 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 25,652 | 11.70 | 213 | 38.56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 59,846 | 42.55 | 497 | 76.51 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 40,411 | 1.03 | 335 | 25.00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 35,345 | 14.04 | 293 | 41.55 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 19,221 | 153 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 524 | 4 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 387,164 | 0.97 | 3,213 | 25.07 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 14,132 | 17.50 | 117 | 46.25 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17,534,507 | 1.79 | 145,536 | 26.10 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17,458 | 11.92 | 145 | 38.46 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 350,078 | 159.38 | 2,906 | 221.35 | ||||
| 2025-08-12 | 13F | Saturna Capital CORP | 17,500 | 145 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 170,052 | 38.12 | 1,411 | 71.24 | ||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 47,465 | 394 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 27,814 | 4.10 | 231 | 28.49 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 24,166 | 10.26 | 201 | 36.99 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,266,411 | 0.93 | 26,033 | 26.09 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 35,005 | 11.62 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 309 | 3 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 29,291 | 7.04 | 243 | 32.79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,468,380 | 355.30 | 20,488 | 464.07 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13,150 | 109 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 55,141 | 14.11 | 458 | 41.49 | ||||
| 2025-08-14 | 13F | Steamboat Capital Partners, LLC | 1,474,638 | 47.46 | 12,239 | 82.67 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,869,722 | 12.75 | 15,519 | 39.68 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 38,338 | 23.73 | 257 | 81.56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,663 | 1.10 | 22 | 29.41 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 34,915 | 12.29 | 290 | 25.65 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14,482,986 | 21.96 | 120,209 | 51.08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,018 | 23.94 | 33 | 57.14 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 18,509 | 154 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,293 | 14.93 | 135 | 43.62 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 43,792 | 16.41 | 363 | 43.65 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 15,753 | 5.51 | 131 | 30.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 135,431 | 8.04 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 40,017 | 235.32 | 332 | 295.24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 17,145 | 1,919.43 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 64,947 | 539 | ||||||
| 2025-08-11 | 13F | Integrated Quantitative Investments LLC | 532,304 | 8.63 | 4,418 | 34.57 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 22,257 | 46.63 | 185 | 82.18 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 13,502 | 0.10 | 112 | 24.44 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14,284 | 34.84 | 119 | 68.57 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 120,933 | 20.45 | 1,004 | 49.26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,142 | 59.24 | 283 | 97.90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,711 | 18.22 | 31 | 42.86 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 40,396 | 6.30 | 335 | 31.89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36,898 | 79.74 | 306 | 229.03 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 332,697 | 34.14 | 3,021 | 81.82 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11,076 | 104 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1,672,557 | 20.45 | 13,882 | 49.22 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20,767 | 199.11 | 171 | 263.83 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2,044 | 463.09 | 17 | 700.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 846,811 | 3.80 | 7,029 | 28.58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51,691 | 1,081.78 | 429 | 1,379.31 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3,037 | 25 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 22,419 | 186 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 10,000 | 83 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 254,260 | 1.50 | 2,110 | 25.74 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1,689 | 54.95 | 15 | 100.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 173,332 | 143.55 | 1,439 | 202.10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 194,128 | 17.67 | 1,611 | 45.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,001,256 | 153.47 | 24,910 | 214.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2,068 | 41.64 | 17 | 70.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46,600 | 94.17 | 387 | 141.25 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | 140,540 | 203.42 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,325 | 50 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 35,469 | 1.27 | 294 | 25.64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 36,382 | 302 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 126,318 | 9.90 | 1,048 | 36.10 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 271,453 | 18.33 | 2,253 | 46.58 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 69,191 | 18.19 | 574 | 46.43 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 138,085 | 10.85 | 1,146 | 37.41 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 772 | 6 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 7,353 | 61 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 30,174,478 | 8.03 | 250,448 | 33.83 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 331,531 | 5.85 | 2,752 | 31.12 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 135,599 | 2.30 | 1,125 | 26.69 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,007 | 100 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 11,084 | 92 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 265 | 2 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 10,117 | 84 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 341,450 | 13.87 | 2,834 | 40.78 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 26,528 | 63.58 | 220 | 103.70 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 32,055 | 11.29 | 266 | 38.54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 57,042 | 85.26 | 473 | 129.61 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 61,180 | 0.85 | 508 | 24.88 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 161,581 | 15.87 | 1,341 | 43.58 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 269,253 | 2,235 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 122,244 | 33.43 | 1,015 | 65.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,000 | 50 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 27,093 | 226 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 432 | 0.23 | 4 | 50.00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 115,000 | 954 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 38,149 | 2.61 | 317 | 26.91 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 12,611 | 0.10 | 110 | 29.76 | ||||
| 2025-08-19 | 13F | State of Wyoming | 15,638 | 130 | ||||||
| 2025-07-09 | 13F | PFW Advisors LLC | 29,820 | 0.10 | 248 | 24.12 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 67,388 | 559 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 622,259 | 5.24 | 5,165 | 30.37 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 37,131 | 308 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 56,691 | 12.14 | 471 | 39.05 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 209 | 2 | ||||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 379,886 | 0.30 | 3,153 | 24.28 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6,290 | 69.13 | 52 | 116.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 330,901 | 61.84 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 952 | 298.33 | 8 | 600.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 33,123 | 0.38 | 275 | 23.98 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 33,645 | 24.51 | 279 | 54.14 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 26,840 | 223 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 24,907 | 0.48 | 207 | 24.10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 331,731 | 10.88 | 2,753 | 37.38 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19,736 | 13.29 | 164 | 40.52 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 118,743 | 4.71 | 997 | 28.35 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 15,829 | 30.34 | 131 | 61.73 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32,849 | 64.62 | 273 | 104.51 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11,426 | 0.88 | 95 | 25.33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,425 | 27.96 | 211 | 58.65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 58,427 | 396.83 | 485 | 520.51 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 20,322 | 95.65 | 169 | 143.48 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 15,850 | 0 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21,952 | 182 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 744 | 447.06 | 6 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 17,244 | 143 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33,942 | 6.54 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 10,766 | 7.70 | 89 | 34.85 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 52,364 | 0.32 | 435 | 24.36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,626 | 113 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 602,562 | 7.17 | 5,001 | 32.76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,479 | 111.18 | 54 | 165.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18,284 | 152 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18,472 | 68.00 | 153 | 109.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 99,112 | 126.59 | 823 | 180.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 125,251 | 6.84 | 1,040 | 32.36 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2,000 | 17 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10,857 | 0.75 | 90 | 25.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 306,150 | 6.67 | 2,541 | 32.09 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 12,543 | 1.26 | 104 | 26.83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 146,103 | 72.46 | 1,213 | 113.76 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 69,227 | 575 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,923 | 2.56 | 24 | 26.32 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 40,610 | 337 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 10,000 | 83 | ||||||
| 2025-08-14 | 13F | Bain Capital Public Equity, LP | 50,595 | 420 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 500 | 4 | ||||||
| 2025-07-29 | NP | BLUIX - BLUEPRINT GROWTH FUND Institutional Class | 56,737 | 452 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 328,548 | 2,714 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8,424 | 0.97 | 70 | 25.45 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4,991 | 35,550.00 | 41 | 20.59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 93,280 | 4.17 | 773 | 29.05 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 23,260 | 193 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20,108 | 82.55 | 167 | 127.40 | ||||
| 2025-07-23 | 13F | Optas, LLC | 28,290 | 27.48 | 235 | 58.11 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 1,757,483 | 5,818.85 | 14,587 | 7,380.51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 116,384 | 17.58 | 959 | 42.71 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 10,792 | 90 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2,797,977 | 110.48 | 23 | 187.50 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 84,340 | 50.60 | 700 | 86.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,164,737 | 11.80 | 9,667 | 38.50 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 85,250 | 14.06 | 708 | 41.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 104,519 | 506.61 | 868 | 1,011.54 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19,431 | 1.17 | 161 | 25.78 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 42,679 | 47.99 | 354 | 83.42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,257 | 0.33 | 110 | 25.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,260,623 | 89.12 | 10,463 | 134.33 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1,223,907 | 20.27 | 10,158 | 48.99 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13,495 | 20.81 | 112 | 51.35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,798 | 90 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 12,960 | 108 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 29,045 | 2.09 | 259 | 23.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,778,086 | 68.51 | 39,658 | 108.76 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1,250 | 25.00 | 10 | 66.67 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 27,787 | 3.95 | 231 | 28.49 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15,126 | 131 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 103,353 | 210.43 | 858 | 284.30 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 928,686 | 29.72 | 7,708 | 60.72 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 137,043 | 202.95 | 1,137 | 275.25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 312,463 | 178.18 | 2,593 | 244.81 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 64,678 | 1.77 | 537 | 26.12 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 15,219 | 126 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,462,179 | 11.39 | 103,436 | 37.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 911,859 | 54.76 | 7,568 | 91.74 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3,644 | 30 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 18,952 | 181 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 61,099 | 64.68 | 507 | 104.44 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 46,659 | 55.77 | 387 | 93.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,356,553 | 499.94 | 27,859 | 643.10 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 713,288 | 19.12 | 5,920 | 47.56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 861,185 | 0.55 | 7,148 | 24.73 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1,655 | 11.30 | 14 | 44.44 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20,985 | 174 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 120 | 1 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 3,614,912 | 9.55 | 30,004 | 35.70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 122,364 | 8.95 | 1,016 | 34.97 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 173,835 | 37.56 | 1,443 | 70.45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23,732 | 20.68 | 197 | 49.62 | ||||
| 2025-08-08 | NP | QGBLX - Quantified Global Fund Investor Class | 29,708 | 247 | ||||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 70,772 | 16.77 | 587 | 44.58 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Call | 16,700 | 139 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 189,260 | 2.74 | 1,268 | 50.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 874,687 | 0.69 | 7,260 | 24.73 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 62,535 | 21.83 | 519 | 51.31 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 60,645 | 10.41 | 503 | 37.06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 67,816 | 1.35 | 563 | 25.45 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,198 | 34.03 | 110 | 65.15 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 390,902 | 13.04 | 3,244 | 105.84 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 139 | 1 | ||||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 26,200 | 0.98 | 217 | 25.43 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279,614 | 2,321 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 772 | 6 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 7,643,158 | 2,038,075.47 | 63 | |||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 47,500 | 394 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 88,047 | 97.14 | 737 | 143.23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 690,205 | 77.45 | 5,729 | 119.88 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 98,642 | 819 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 3,742 | 33 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 10,156 | 84 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 10,903 | 90 | ||||||
| 2025-08-07 | 13F | Guardian Capital Lp | 141,072 | 1,171 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 345,625 | 3 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 217,000 | 1,801 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 27,870 | 231 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 67,268 | 48.66 | 558 | 84.16 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 34,459 | 3.51 | 286 | 28.25 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10,074 | 84 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 400,442 | 376.47 | 3,324 | 490.23 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 15,728 | 131 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24,162 | 37.12 | 208 | 76.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 160,083 | 11.04 | 1,073 | 63.17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 425 | 4 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 95,312 | 24.77 | 791 | 54.79 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1,567 | 1,173.98 | 13 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 10,080 | 84 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 8,672,990 | 71,465 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5,203 | 478.75 | 43 | 616.67 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 16,307 | 5.25 | 135 | 31.07 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 23,862 | 4.37 | 160 | 52.88 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,716 | 65.80 | 14 | 133.33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 125,875 | 1,045 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 83 | 1 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5,830 | 2.91 | 48 | 29.73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,466 | 170 | ||||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 38,683 | 321 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 760,411 | 17.69 | 6,312 | 45.78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 363,757 | 127.23 | 3,019 | 181.62 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 70,918 | 11,431.38 | 589 | 14,600.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,769 | 13.82 | 123 | 41.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-22 | NP | MLMIX - Global Core Portfolio Class I | 160,373 | 524.34 | 1,331 | 673.84 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1,645 | 166.18 | 14 | 225.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,650 | 30 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 20,070 | 36.28 | 167 | 69.39 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 38,841 | 90.70 | 322 | 136.76 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 16,982 | 141 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 17 |
