Grunnleggende statistikk
| Institusjonelle eiere | 172 total, 170 long only, 0 short only, 2 long/short - change of −7,53% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.2345 % - change of −7,54% MRQ |
| Institusjonelle aksjer (Long) | 22 343 460 (ex 13D/G) - change of −0,45MM shares −1,98% MRQ |
| Institusjonell verdi (Long) | $ 186 580 USD ($1000) |
Institusjonelt eierskap og aksjonærer
CION Investment Corporation (IL:CION) har 172 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 22,343,460 aksjer. De største aksjonærene inkluderer Bulldog Investors, LLP, Invesco Ltd., Van Eck Associates Corp, BIZD - VanEck Vectors BDC Income ETF, LPL Financial LLC, KBWD - Invesco KBW High Dividend Yield Financial ETF, Special Opportunities Fund, Inc., Cambridge Investment Research Advisors, Inc., Wells Fargo & Company/mn, and Private Advisor Group, LLC .
CION Investment Corporation (TASE:CION) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel. 
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Cooper Financial Group | 50 895 | −3,62 | 487 | −10,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 284 | 0,00 | 70 | −8,00 | ||||
| 2025-07-29 | NP | Putnam High Income Securities Fund | 626 379 | 0,00 | 6 057 | −22,88 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 946 | 10,31 | 153 | 2,01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32 788 | −3,95 | 314 | −11,33 | ||||
| 2025-08-27 | NP | Special Opportunities Fund, Inc. | 909 621 | 0,00 | 8 705 | −7,53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CF Capital LLC | 500 000 | −13,96 | 4 805 | −17,71 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 25 474 | 0,00 | 244 | −7,60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 | 16,67 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 97 281 | 499,28 | 1 007 | 413,27 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 14 619 | −36,98 | 140 | −42,08 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-03-28 | NP | DVDN - Kingsbarn Dividend Opportunity ETF | 7 989 | 51,68 | 94 | 45,31 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 329 379 | 3,26 | 3 152 | −4,51 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 450 | −2,06 | 244 | −9,33 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 751 | 36,73 | 342 | 26,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 184 073 | −8,40 | 1 762 | −15,30 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 28 979 | 40,83 | 277 | 30,66 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 132 850 | −14,13 | 1 414 | −9,54 | ||||
| 2025-06-18 | NP | Putnam ETF Trust - Putnam BDC ETF - | 117 445 | −73,97 | 1 165 | −77,97 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 342 566 | 1,31 | 3 278 | −6,32 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 402 | 482,61 | 4 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 927 | −3,59 | 172 | −10,94 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 000 | −52,38 | 9 | −57,14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 893 | −4,60 | 181 | −11,76 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 21 618 | 207 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 133 | 0,00 | 30 | −9,37 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 094 | 0,00 | 144 | −7,69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 831 | −21,58 | 171 | −27,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 64 996 | −2,95 | 622 | −10,25 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 14 045 | −6,65 | 134 | −13,55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 342 | 0,00 | 22 | −8,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 225 | −5,67 | 136 | −12,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 13 068 | 0,00 | 125 | −7,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 21 800 | 118,00 | 209 | 101,94 | |||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 18 856 | 87,98 | 180 | 74,76 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 199 905 | 98,83 | 1 913 | 83,94 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24 136 | 0,00 | 231 | −7,63 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 677 822 | −8,32 | 6 487 | −15,24 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11 322 | 0,00 | 113 | −4,27 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 13 662 | −44,52 | 131 | −48,82 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 590 | 4,06 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 109 146 | 20,94 | 1 045 | 11,78 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 643 | 121 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 259 295 | 8,08 | 2 504 | 0,85 | ||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 3 907 | 37 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 482 | −29,95 | 110 | −35,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 66 254 | 142,25 | 634 | 124,03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22 031 | 18,03 | 211 | 8,81 | ||||
| 2025-05-21 | 13F | Acadian Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16 388 | −47,87 | 157 | −52,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 19 374 | 0,00 | 193 | −1,03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 48 293 | −6,42 | 462 | −13,48 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 7 711 | −9,13 | 74 | −25,51 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 487 404 | 27,62 | 4 664 | 18,02 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 42 245 | 0,00 | 404 | −7,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 562 | 0,00 | 15 | −12,50 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 27 409 | 42,96 | 262 | 32,32 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 34 416 | 11,03 | 329 | 2,81 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 40 376 | 117,55 | 386 | 101,04 | ||||
| 2025-08-14 | 13F | Alpine Global Management, LLC | 88 836 | 0,00 | 850 | −7,51 | ||||
| 2025-05-12 | 13F | Eagle Global Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 1 538 071 | −9,23 | 14 719 | −16,07 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 28 743 | −6,62 | 275 | −13,52 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 16 865 | 0,00 | 161 | −7,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 870 | 2,24 | 161 | −5,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 247 703 | −2,09 | 2 371 | −9,47 | ||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 80 285 | 768 | ||||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 184 026 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 511 | 14 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 346 | 109 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20 427 | 0,00 | 195 | −7,58 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 2 513 | 8,04 | 24 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 800 | 0,00 | 8 | −12,50 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 10 594 | 0,00 | 101 | −7,34 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 31 151 | −29,36 | 322 | −35,86 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2 856 | −24,32 | 27 | −30,77 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1 304 706 | 6,26 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 17 654 | −0,21 | 169 | −8,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 875 | −21,61 | 56 | −27,27 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Apollo Management Holdings, L.P. | 63 262 | 0,00 | 605 | −7,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 230 | 0,00 | 146 | −7,64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 856 | −76,96 | 66 | −78,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14 015 | −74,38 | 134 | −76,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 458 | −1,74 | 71 | −8,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 416 | 14 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 29 665 | 284 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23 905 | −44,17 | 229 | −48,53 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 585 434 | 5,41 | 5 603 | −2,54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 404 | 0,00 | 4 | −25,00 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 39 306 | −36,73 | 376 | −41,43 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51 286 | 19,32 | 491 | 10,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 551 905 | 60,45 | 5 282 | 48,34 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 826 | 0,00 | 56 | −9,84 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 63 830 | 6,25 | 611 | −1,77 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 399 | 0,00 | 4 | −25,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 29 102 | 13,96 | 279 | 5,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 902 203 | 4,98 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 24 195 | 4,23 | 232 | −3,75 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 153 | 0,00 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 40 973 | −2,49 | 392 | −9,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 410 | 3,17 | 128 | −13,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 24 064 | −6,24 | 230 | −13,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182 218 | 4,31 | 1 744 | −3,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | NP | KBWD - Invesco KBW High Dividend Yield Financial ETF This fund is a listed as child fund of Invesco Ltd. 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 | 988 929 | −6,58 | 9 563 | −27,96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 | −86,67 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 459 664 | −16,20 | 4 399 | −22,53 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 157 704 | 0,00 | 1 509 | −5,21 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3 497 | 0,00 | 33 | −8,33 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10 966 | 0,00 | 104 | −5,45 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 219 520 | 63,01 | 2 101 | 50,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 792 | 15,79 | 295 | 6,91 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Providence Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Skopos Labs, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 213 | 1,03 | 213 | −6,61 | ||||
| 2025-08-13 | 13F | OMERS ADMINISTRATION Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | Monachil Credit Income Fund | 10 000 | 96 | ||||||
| 2025-08-29 | NP | Resource Credit Income Fund | 120 800 | 0,00 | 1 156 | −7,52 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lsv Asset Management | 186 600 | 17,95 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 461 725 | −3,47 | 4 419 | −10,75 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Callodine Capital Management, LP | 550 000 | 10,00 | 5 264 | 1,70 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 4 131 | 0,00 | 40 | −7,14 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 11 493 | −32,73 | 110 | −40,11 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 7 729 | 14,28 | 77 | −3,80 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 69 707 | 28,00 | 667 | 18,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 702 | −89,44 | 131 | −90,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 887 357 | 0,81 | 8 492 | −6,78 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 22 738 | −13,80 | 235 | −21,67 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 599 | 0,00 | 140 | −8,55 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 52 976 | 3,13 | 507 | −4,71 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 7 300 | 70 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 067 915 | 7,55 | 10 220 | −0,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 12 200 | 24,49 | 117 | 14,85 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12 000 | −70,73 | 115 | −73,11 | |||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 10 000 | 96 | |||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 1 191 489 | 1,51 | 11 403 | −6,13 | ||||
| 2025-05-14 | 13F | Virtus ETF Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 931 | −75,82 | 38 | −77,98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 461 | 2,19 | 272 | −6,53 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3 061 | 0,00 | 29 | −6,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 930 | 1,72 | 152 | −6,17 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 9 500 | −15,91 | 91 | −22,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 778 | −9,42 | 342 | −16,18 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 69 500 | −0,52 | 665 | −8,02 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 82 437 | −8,78 | 818 | −22,85 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 343 185 | 33,64 | 12 854 | 23,57 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 134 | 0,00 | 20 | −9,09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 311 440 | 34,06 | 2 980 | 23,96 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 3 000 | 0,00 | 29 | −9,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 687 | 0,00 | 160 | −7,56 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 20 400 | 24,77 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 49 018 | 20,04 | 469 | 11,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 562 | 0,00 | 34 | −5,56 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 63 351 | 381,21 | 606 | 345,59 | ||||
| 2025-08-12 | 13F | Magnetar Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 7 711 | 0,00 | 74 | −7,59 | ||||
| 2025-05-16 | 13F | Dynamic Technology Lab Private Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 15 987 | 0,00 | 153 | −7,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 679 | 2,40 | 0 | |||||
| 2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 068 | 167,00 | 10 | 150,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 283 | 98 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 53 199 | 0,03 | 509 | −5,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 144 | 49 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 298 700 | −48,26 | 2 859 | −52,17 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 18 455 | 177 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 000 | 0,00 | 23 | 10,00 | ||||
| 2025-08-14 | 13F | Two Sigma Advisers, Lp | 479 900 | −19,83 | 4 593 | −25,88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 19 402 | −8,17 | 186 | −15,14 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares | 8 381 | −10,87 | 87 | −19,63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 15 479 | 0,84 | 148 | −6,33 | ||||
| 2025-08-14 | 13F | Quarry LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 285 492 | −3,25 | 3 | −33,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 802 | 21,73 | 84 | 13,51 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 231 253 | −30,43 | 2 213 | −35,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 33 404 | 7,65 | 320 | −0,62 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 198 777 | 3,92 | 1 902 | 12,68 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 267 634 | 5,52 | 2 561 | −2,44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 309 | 0,00 | 32 | −8,82 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 52 245 | 208 880,00 | 500 | 10,15 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 25 526 | 8,05 | 244 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49 039 | 14,97 | 469 | 6,35 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97 634 | 0,36 | 934 | −15,78 | ||||
| 2025-05-12 | 13F | Entropy Technologies, LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 123 | 3,25 | 317 | −4,82 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 310 326 | −1,33 | 2 970 | −8,79 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 24 588 | −0,36 | 235 | −7,84 |
Other Listings
| US:CION | USD 9,95 |
