Grunnleggende statistikk
| Institusjonelle eiere | 237 total, 235 long only, 0 short only, 2 long/short - change of −6,27% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.0804 % - change of −15,57% MRQ |
| Institusjonelle aksjer (Long) | 3 405 093 (ex 13D/G) - change of −0,71MM shares −17,23% MRQ |
| Institusjonell verdi (Long) | $ 120 013 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) har 237 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 3,405,093 aksjer. De største aksjonærene inkluderer Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Whitcomb & Hess, Inc., Bnp Paribas Arbitrage, Sa, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Global X Funds - Global X Lithium & Battery Tech ETF (ARCA:LIT) 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 49,69 / share. Previously, on September 10, 2024, the share price was 35,09 / share. This represents an increase of 41,61% 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 8 693 | 66,44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 523 | 47,02 | 481 | 45,45 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18,12 | 12 | 20,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 729 | −8,48 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 61 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 304 | 21,69 | 472 | 20,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 901 | −6,03 | 419 | −7,11 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 900 | 0,00 | 0 | |||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39 508 | 8,40 | 1 517 | 7,28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49 544 | 2 143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 63 | 0,00 | 2 | 0,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 952 | 77,45 | 80 | 88,10 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31 200 | 16,85 | 1 198 | 15,75 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58 983 | −7,94 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 0,00 | 27 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 11 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 119 | 16,44 | 1 656 | 15,25 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 025 | −87,92 | 78 | −88,15 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 531 | −21,49 | 212 | −22,34 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6 064 | 11,72 | 233 | 10,48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 633 | −0,98 | 101 | −1,94 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 24 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 130 | −33,33 | 5 | −42,86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 886 | −3,67 | 111 | −5,17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 270 | 1 182,35 | 126 | 1 288,89 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0,29 | 26 | 0,00 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51,11 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 382 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 889 | 0,00 | 34 | −15,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84 202 | −4,80 | 3 233 | −5,77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 785 | 0,00 | 261 | −1,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 440 | −72,18 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 53 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 468 | 0,00 | 18 | −5,56 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 015 | −39,76 | 39 | −41,54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 527 | −55,30 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 800 | 0,00 | 31 | −3,23 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 130 | 0,00 | 5 | −20,00 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 530 | 12,67 | 59 | 11,54 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 310 | 0,00 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43 728 | 1 679 | ||||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 407 | −31,59 | 215 | −30,07 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26 914 | −0,37 | 1 033 | −1,43 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6 450 | −7,99 | 248 | −8,86 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0,00 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 044 | −7,57 | 271 | −8,14 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 222 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 383 | −22,03 | 207 | −22,47 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 26 | 0,00 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 242 | 0,00 | 48 | −2,08 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 447 | 0,00 | 18 | 5,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 19 967 | −15,81 | 767 | −16,74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0,00 | 7 | 0,00 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 342 | 0,04 | 1 896 | −0,94 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 0,00 | 33 | −3,03 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 132 | −53,19 | 5 | −54,55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 15 550 | 0,00 | 603 | 0,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 65 | −93,11 | 2 | −94,44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 120 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 154 | −16,93 | 83 | −18,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 333 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 848 | 0,00 | 33 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 948 | −30,77 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 286 | −82,72 | 11 | −84,37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 360 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68 | −42,86 | 3 | −50,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45 514 | −17,65 | 1 748 | −18,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 307 | −9,08 | 281 | −9,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 722 | −43,47 | 66 | −44,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7 930 | −0,31 | 305 | −1,30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 680 | −42,81 | 26 | −45,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 041 | −19,06 | 462 | −19,93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 121 | 32,58 | 273 | 31,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15 838 | 0,06 | 608 | −0,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39 540 | 10,75 | 1 492 | 7,96 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12 355 | 0,00 | 474 | −1,04 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2,31 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Longbow Finance SA | 80 000 | 0,00 | 3 072 | −1,16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 33 226 | −7,21 | 1 276 | −8,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46 200 | −45,45 | 1 774 | −46,01 | |||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 185 | 0,00 | 7 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 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 | 32 908 | −24,09 | 1 341 | −30,82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 412 | −2,32 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0,00 | 23 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 238 | −52,96 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192 021 | 1,29 | 7 374 | 0,24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 105 | 0,00 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 65 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13 924 | −14,11 | 553 | 7,38 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 24 870 | 0,00 | 955 | −0,93 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 605 | −19,12 | 23 | −20,69 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 283 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 26 | 0,00 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85 464 | −11,07 | 3 282 | −11,99 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 050 | 0,88 | 232 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 147 | −20,54 | 6 | −28,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 617 | −21,41 | 216 | −22,38 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 559 | 0,00 | 21 | 0,00 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38 462 | 7,21 | 1 477 | 6,11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 67 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 22 | −81,36 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 549 | −2,71 | 367 | −3,68 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 342 | 0,00 | 52 | −1,92 | ||||
| 2025-05-09 | 13F | Halter Ferguson Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 50 | 0,00 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 1 546 | −3,44 | 59 | −4,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 767 | 0,00 | 29 | 0,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 213 344 | −45,64 | 8 192 | −46,20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 019 | 0,36 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 250 297 | −22,93 | 9 611 | −23,73 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 65 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 151 622 | −16,99 | 5 822 | −17,85 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14 062 | 98,00 | 540 | 96,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 699 | 0,00 | 65 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 306 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 450 | −10,00 | 17 | −10,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28 542 | −13,34 | 1 096 | −14,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 22 700 | −70,63 | 872 | −70,96 | |||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 196 | 0,00 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Canal Insurance CO | 30 000 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 884 | −62,87 | 34 | −65,98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 226 | 134,17 | 1 468 | 131,75 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 55 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 260 | 0,00 | 10 | −10,00 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 36 802 | −14,80 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 091 | −12,07 | 312 | −12,89 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 159 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 810 | 0,00 | 31 | 3,33 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | −13,04 | 19 | −13,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58 138 | −6,56 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 084 | −38,62 | 42 | −39,71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22 214 | −7,64 | 853 | −8,68 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 206 | −33,76 | 8 | −41,67 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 514 | 0,00 | 20 | 0,00 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 125 | 0,00 | 5 | 0,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 671 | 0,00 | 26 | −3,85 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 474 | 210 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 35 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 24 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 912 | 0,00 | 35 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 000 | 960 | ||||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348 960 | −20,01 | 13 400 | −20,83 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 38 | 0,00 | 1 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 690 | 1,68 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 | −3,23 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 911 | −59,71 | 841 | −60,14 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 000 | 0,00 | 38 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 9 863 | −65,47 | 379 | −65,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 033 | 9,01 | 846 | 7,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 687 | −61,23 | 26 | −61,76 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 285 | 0,00 | 11 | −9,09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 129 | −65,14 | 5 | −71,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 099 | −8,34 | 42 | 10,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 957 | 128,53 | 574 | 126,88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6 257 | 240 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 8 454 | −38,84 | 325 | −39,55 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | −63,27 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86 643 | −6,89 | 3 328 | −7,84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 313 | −18,45 | 50 | −19,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9 004 | −85,97 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 33 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 261 | −50,85 | 10 | −52,38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 291 | 0,00 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 9 441 | −66,05 | 363 | −68,05 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 1 764 | −38,79 | 68 | −39,64 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 398 | 1,90 | 514 | 0,78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 220 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 630 | −54,71 | 24 | −54,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 897 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23 873 | 64,44 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 9 230 | −77,26 | 354 | −77,85 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 17 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6 900 | 265 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 600 | 0,00 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 603 | 0,68 | 369 | −0,54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38 515 | 1 479 | ||||||
| 2025-04-22 | 13F | Country Trust Bank | 132 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 000 | 77 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 850 | 0,00 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 151 822 | −0,98 | 5 830 | −2,02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 496 | −7,46 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 633 | −19,91 | 526 | −20,30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 555 | 0,00 | 21 | 0,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 041 | −13,11 | 78 | −14,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 0,00 | 18 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 187 | −23,36 | 7 | −22,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 629 | −5,13 | 3 595 | −6,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51 769 | −23,91 | 1 988 | −24,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 263 492 | −10,25 | 10 118 | −11,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 831 | 0,00 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 38 400 | −26,01 | 1 475 | −26,78 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12 800 | −38,16 | 492 | −38,85 | |||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 759 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 949 | −2,19 | 228 | −2,98 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 373 | −4,25 | 246 | −6,49 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 924 | 0,00 | 36 | −5,41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 295 | −3,74 | 126 | −4,55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 150 | −6,57 | 198 | −7,51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 | −98,33 | 0 | −100,00 |
