Grunnleggende statistikk
Institusjonelle eiere | 215 total, 213 long only, 0 short only, 2 long/short - change of 22,16% MRQ |
Gjennomsnittlig porteføljeallokering | 0.2180 % - change of 71,74% MRQ |
Institusjonelle aksjer (Long) | 12 389 306 (ex 13D/G) - change of 3,22MM shares 35,17% MRQ |
Institusjonell verdi (Long) | $ 346 092 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Global X Funds - Global X Cybersecurity ETF (US:BUG) har 215 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 12,389,306 aksjer. De største aksjonærene inkluderer Clal Insurance Enterprises Holdings Ltd, Moss Adams Wealth Advisors LLC, Morgan Stanley, LPL Financial LLC, Edmond De Rothschild Holding S.a., Raymond James Financial Inc, Mirae Asset Global Investments Co., Ltd., Bank Of America Corp /de/, Cetera Investment Advisers, and Royal Bank Of Canada .
Global X Funds - Global X Cybersecurity ETF (NasdaqGM:BUG) 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 %.
The share price as of September 9, 2025 is 34,36 / share. Previously, on September 10, 2024, the share price was 29,01 / share. This represents an increase of 18,44% over that period.
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.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Integras Partners LLC | 12 151 | 42,67 | 451 | 63,64 | ||||
2025-07-18 | 13F | Truist Financial Corp | 7 424 | 275 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 14 910 | 3,81 | 553 | 19,18 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 6 503 | −41,35 | 241 | −32,68 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 17 024 | 632 | ||||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 7 709 | −24,83 | 286 | −13,60 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 18 922 | −13,99 | 702 | −1,27 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 967 | 14,06 | 444 | 29,53 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 125 424 | 36,76 | 4 653 | 56,93 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 13 921 | −2,98 | 517 | 11,21 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 775 | 29 | ||||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 65 579 | 29,97 | 2 433 | 49,11 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 750 | 0,00 | 436 | 14,78 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 23 961 | 8,13 | 889 | 24,02 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 158 | 340 | ||||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 9 589 | 356 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 306 | 11 | ||||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 10 169 | 0,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 656 | −77,36 | 61 | −74,15 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 26 | 0,00 | 1 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 62 996 | −8,02 | 2 337 | 5,60 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 6 312 | 234 | ||||||
2025-04-21 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 23 252 | −6,34 | 863 | 7,48 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74 311 | −9,78 | 3 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5 486 | −38,50 | 204 | −29,51 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25 863 | 9,80 | 960 | 26,02 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 6 587 | −13,47 | 244 | −0,81 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 60 | 0,00 | 2 | 100,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 7 643 | 7,04 | 284 | 23,04 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 531 | −39,38 | 20 | −32,14 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 561 | 504 | ||||||
2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 40 869 | 1 516 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 2 121 | 0,00 | 79 | 14,71 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 30 903 | −0,97 | 1 147 | 13,58 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 145 101 | 3,95 | 5 383 | 19,25 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 32 938 | −12,21 | 1 222 | 0,74 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 142 | 228 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 19 300 | 9,66 | 716 | 25,83 | |||
2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 99 100 | 1,75 | 4 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 26 600 | 95,59 | 987 | 124,60 | |||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 603 | 356 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 9 907 | −47,66 | 368 | −40,03 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 254 | −35,53 | 47 | −25,81 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 10 264 | −8,75 | 353 | −2,75 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 258 043 | 18,71 | 9 573 | 36,19 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10 600 | 388 | |||||
2025-08-12 | 13F | Trexquant Investment LP | 7 454 | −10,12 | 277 | 2,99 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 44 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Nwam Llc | 93 881 | 3 308 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 337 | 0,00 | 13 | 20,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 185 | 0,00 | 7 | 20,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 9 591 | −7,60 | 356 | 5,97 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-05-09 | 13F | Delta Financial Group, Inc. | 8 783 | −0,55 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 025 | −0,69 | 261 | 14,04 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 80 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 23 608 | 8,86 | 876 | 24,82 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 114 077 | 3,89 | 4 232 | 19,21 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 624 | 488,68 | 23 | 666,67 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 83 077 | 423,91 | 3 082 | 501,95 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 | 0,00 | 0 | |||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 641 | −1,26 | 321 | 13,07 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 747 | 0,00 | 26 | 4,17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 797 | −36,21 | 3 515 | −26,88 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 300 | 0,00 | 48 | 14,29 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 398 117 | 1,46 | 14 770 | 16,39 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 11 583 | −7,13 | 430 | 6,45 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 968 | −35,75 | 333 | −26,39 | ||||
2025-04-25 | 13F | Joel Isaacson & Co., LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 16 361 | −12,96 | 607 | −0,16 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 13 187 | 9,24 | 489 | 25,38 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 420 | 3 610,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 10 772 | 0,00 | 400 | 14,66 | ||||
2025-08-14 | 13F | Comerica Bank | 4 484 | 3,08 | 166 | 18,57 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 636 | 209 | ||||||
2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 102 289 | 118,35 | 3 795 | 150,43 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 28 522 | −0,08 | 1 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 130 429 | 1,88 | 4 839 | 16,86 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 30 | 1 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 1 740 | 0,00 | 56 | 1,82 | ||||
2025-08-14 | 13F | Mariner, LLC | 41 575 | 5,67 | 1 542 | 21,23 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 9 244 | 0,00 | 343 | 14,77 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 016 | 34 | ||||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 10 056 | −40,85 | 373 | −32,06 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 801 | 30 | ||||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 21 688 | 805 | ||||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 96 632 | −0,03 | 3 585 | 14,72 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | −67,65 | 1 | −100,00 | ||||
2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 49 945 | −33,90 | 2 | −50,00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 23 | 1 | ||||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5 396 | 200 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1 116 401 | 24,19 | 41 419 | 42,47 | ||||
2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 18 526 | 134,77 | 687 | 169,41 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4 952 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17 983 | −1,19 | 1 | |||||
2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Group One Trading, L.p. | 4 507 | 347,57 | 167 | 421,88 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 359 | 2,39 | 421 | 17,60 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 16 177 | 143,26 | 600 | 179,07 | ||||
2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 905 | 219 | ||||||
2025-04-25 | 13F | Verity Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 74 137 | 2,60 | 2 750 | 17,72 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 30 826 | 6,80 | 1 140 | 22,19 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 21 955 | −0,17 | 815 | 14,49 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 25 360 | 0,00 | 941 | 14,63 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6 351 | −0,83 | 236 | 13,53 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 13 203 | −3,61 | 490 | 10,63 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 177 | 503,59 | 44 | 616,67 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 34 366 | −28,32 | 1 | 0,00 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 18 350 | 653 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 729 | 153,16 | 138 | 193,62 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 2 566 | 95 | ||||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 74 500 | −7,82 | 2 764 | 5,74 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 60 238 | 2 235 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 734 | −24,18 | 176 | −12,94 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 50 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 576 | 0,00 | 21 | 16,67 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 420 | −13,40 | 16 | 0,00 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 5 000 | 169 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 7 628 | 0,00 | 283 | 14,63 | ||||
2025-08-26 | NP | USAF - Atlas America Fund | 12 674 | 470 | ||||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 17 414 | 20,40 | 603 | 29,12 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 000 | −24,00 | 1 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 48 654 | 2,50 | 1 805 | 17,59 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 761 | −6,17 | 28 | 7,69 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 11 983 | 445 | ||||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 | 0,00 | 0 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 028 | 75 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 5 532 | 205 | ||||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 403 016 | 3,71 | 14 952 | 18,97 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 7 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5 530 | 205 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 198 | 32,08 | 44 | 51,72 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 15 360 | −20,66 | 570 | −9,11 | ||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 21 512 | −4,76 | 798 | 9,32 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 022 | 0,00 | 409 | 14,61 | ||||
2025-08-04 | 13F | Atria Investments Llc | 6 119 | 227 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | 0,00 | 19 | 12,50 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 28 964 | 1 075 | ||||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 600 | 100,00 | 19 | 90,00 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20 825 | 17,54 | 773 | 34,97 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 650 | 24 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 5 721 | 212 | ||||||
2025-08-11 | 13F | Farrow Financial Inc. | 75 779 | −0,65 | 2 811 | 13,99 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 793 | 16,07 | 289 | 34,42 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 34 887 | 90,31 | 1 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 279 | −1,06 | 10 | 11,11 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 100 | 4 | ||||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 12 331 | −0,34 | 457 | 14,25 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102 973 | 8,66 | 4 | 0,00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5 926 | 220 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 7 131 | 22,84 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 6 320 | 9,53 | 234 | 25,81 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 310 249 | −10,96 | 11 510 | 2,16 | ||||
2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 1 740 | 65 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 51 762 | 24,72 | 1 920 | 43,07 | ||||
2025-08-14 | 13F | UBS Group AG | 123 401 | 40,42 | 4 578 | 61,08 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 10 640 | 395 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 17 275 | 0,25 | 641 | 14,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 5 391 | 0,00 | 0 | |||||
2025-07-29 | 13F | Ballast, Inc. | 20 825 | 773 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 007 | 2,82 | 742 | 15,22 | ||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 5 385 | 12,12 | 200 | 25,95 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 40 | 0,00 | 1 | 0,00 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 6 710 | −1,54 | 249 | 12,73 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 100 | 4 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 11 403 | −10,23 | 423 | 3,17 | ||||
2025-08-12 | 13F | Change Path, LLC | 19 073 | −21,57 | 708 | −10,05 | ||||
2025-08-12 | 13F | LPL Financial LLC | 903 796 | 60,29 | 33 531 | 83,89 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 114 313 | 29,10 | 4 241 | 48,13 | ||||
2025-08-14 | 13F | Sei Investments Co | 6 463 | 240 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 30 | 0,00 | 1 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 126 | −93,23 | 5 | −93,33 | ||||
2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 40 450 | 0,00 | 1 501 | 14,68 | ||||
2025-08-14 | 13F | Fmr Llc | 6 414 | −14,31 | 238 | −2,07 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 16 608 | −2,09 | 616 | 12,41 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 6 200 | 230 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 12 834 | −56,81 | 476 | −50,42 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 41 204 | −27,99 | 2 | 0,00 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 092 | 0,00 | 41 | 14,29 | ||||
2025-08-12 | 13F | Archer Investment Corp | 349 | 0,00 | 13 | 9,09 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 2 500 000 | 93 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 024 | 34,15 | 186 | 53,72 | ||||
2025-04-17 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 12 263 | −1,27 | 455 | 13,22 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 101 304 | −46,36 | 3 758 | −38,47 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 17 | 0,00 | 1 | |||||
2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 5 393 | 0,00 | 200 | 14,94 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 024 | −0,08 | 1 188 | 14,67 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 21 283 | −8,47 | 698 | −7,19 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 173 234 | 6 427 | ||||||
2025-07-16 | 13F | Owen LaRue, LLC | 8 550 | 0,00 | 317 | 14,86 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 824 | 25,67 | 0 | |||||
2025-07-16 | 13F | BOS Asset Management, LLC | 6 522 | 242 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 600 | 22 | ||||||
2025-08-14 | 13F | Ssi Investment Management Llc | 9 248 | 44,05 | 343 | 65,70 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 6 233 | 231 | ||||||
2025-07-23 | NP | PSWD - Xtrackers Cybersecurity Select Equity ETF | 160 | −88,61 | 6 | −89,36 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36 | 1 | ||||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1 421 225 | 1,57 | 52 727 | 16,52 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 40 000 | −30,07 | 1 484 | −19,74 | |||
2025-07-28 | 13F | Essex LLC | 24 789 | −10,96 | 920 | 2,11 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 33 400 | −61,25 | 1 239 | −55,54 | |||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 363 900 | −7,94 | 13 501 | 4,00 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 162 436 | 2,51 | 6 026 | 17,60 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 578 | 281 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 997 | 18,01 | 705 | 35,38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11 920 | 434,77 | 442 | 513,89 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 133 561 | 1,51 | 4 955 | 16,45 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 212 091 | 0,12 | 7 868 | 14,84 | ||||
2025-04-18 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 775 | 0,00 | 25 | 4,17 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 398 | 0,00 | 15 | 16,67 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 1 400 | 0,00 | 52 | 13,33 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 10 | 400,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 201 113 | −14,06 | 7 461 | −1,40 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 29 077 | 15,91 | 1 079 | 32,92 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 431 | −5,88 | 90 | 8,43 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 9 394 | −0,49 | 349 | 14,10 | ||||
2025-07-29 | 13F | Private Trust Co Na | 537 | 0,00 | 20 | 11,76 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 6 | 0,00 | 0 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 702 | 161,04 | 63 | 200,00 | ||||
2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 | 53 774 | 1 877 | ||||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 650 | 0,00 | 24 | 9,09 |