Grunnleggende statistikk
Institusjonelle eiere | 265 total, 265 long only, 0 short only, 0 long/short - change of 7,29% MRQ |
Gjennomsnittlig porteføljeallokering | 0.1080 % - change of −11,77% MRQ |
Institusjonelle aksjer (Long) | 42 888 712 (ex 13D/G) - change of 0,65MM shares 1,53% MRQ |
Institusjonell verdi (Long) | $ 2 733 415 USD ($1000) |
Institusjonelt eierskap og aksjonærer
iShares Trust - iShares Exponential Technologies ETF (US:XT) har 265 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 42,888,712 aksjer. De største aksjonærene inkluderer Financial Engines Advisors L.L.C., LPL Financial LLC, Ameriprise Financial Inc, Baird Financial Group, Inc., Bank Of America Corp /de/, Morgan Stanley, Mirae Asset Global Investments Co., Ltd., UBS Group AG, Commonwealth Equity Services, Llc, and Wealthcare Advisory Partners LLC .
iShares Trust - iShares Exponential Technologies ETF (NasdaqGM:XT) 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 69,68 / share. Previously, on September 10, 2024, the share price was 57,07 / share. This represents an increase of 22,10% 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Captrust Financial Advisors | 8 955 | −8,17 | 584 | 4,10 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 | 0,00 | 3 | 50,00 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 423 | 0,00 | 28 | 12,50 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 547 | 0,00 | 362 | 13,17 | ||||
2025-08-04 | 13F | Balentine LLC | 74 | 0,00 | 5 | 0,00 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 500 | 0,00 | 33 | 14,29 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1 424 | 0,07 | 93 | 13,58 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 101 | 0,00 | 7 | 20,00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3 236 | −21,91 | 211 | −11,34 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0,35 | 38 | 12,12 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 18 597 | 6,20 | 1 213 | 20,46 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 231 | −16,33 | 275 | −5,50 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 7 676 | 30,41 | 501 | 48,22 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 133 | 0,80 | 270 | 13,98 | ||||
2025-08-14 | 13F | Mariner, LLC | 137 103 | −9,24 | 8 946 | 2,88 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 29 790 | 5,78 | 1 952 | 38,96 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 11 013 | −0,73 | 719 | 12,54 | ||||
2025-08-08 | 13F | Gts Securities Llc | 6 144 | 401 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 207 | 0,02 | 275 | 13,22 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 20 508 | −53,59 | 1 338 | −47,38 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 882 | 0,00 | 58 | 14,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 058 | −5,05 | 330 | 7,84 | ||||
2025-07-17 | 13F | Coastline Trust Co | 5 280 | 0,00 | 345 | 13,53 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 969 | −2,41 | 259 | 10,68 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252 292 | 2,24 | 16 | 14,29 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3 958 | 258 | ||||||
2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 12 591 | −81,87 | 822 | −79,46 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 46 844 | 99,97 | 3 057 | 126,71 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 206 | 2,56 | 405 | 16,09 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 2 063 | −94,16 | 135 | −93,64 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6 810 | −19,16 | 444 | −8,26 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 38 551 | −5,79 | 3 | 0,00 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 637 | 0,00 | 107 | 12,77 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 30 441 | −1,96 | 1 986 | 11,14 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 16 336 | −58,35 | 1 066 | −52,81 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 9 535 | 0,00 | 622 | 13,50 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 210 | 0,00 | 14 | 8,33 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 503 | 163 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 82 530 | −1,96 | 5 385 | 11,15 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 15 374 | 0,00 | 1 003 | 13,46 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 67 542 | 0,30 | 4 407 | 13,70 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 3 511 | 0,00 | 229 | 13,37 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 9 731 | 0,00 | 635 | 13,21 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 44 195 | −6,88 | 2 884 | 5,56 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 50 722 | −68,33 | 3 310 | −64,11 | ||||
2025-07-28 | 13F | Courier Capital Llc | 12 821 | −1,41 | 837 | 11,76 | ||||
2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 5 320 | −51,86 | 347 | −45,44 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 704 | 0,05 | 377 | 22,08 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7 037 | −2,07 | 459 | 11,14 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13 576 | −6,69 | 886 | 5,73 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 8 883 | −2,10 | 511 | −9,24 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 91 026 | −0,44 | 5 939 | 12,87 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 12 025 | −40,00 | 785 | −32,00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 160 | −4,19 | 10 | 11,11 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 8 033 | 8,20 | 524 | 22,72 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 6 007 | −23,28 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21 738 | −2,38 | 1 418 | 10,69 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 389 | 0,14 | 286 | 13,49 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 85 960 | 6,41 | 5 609 | 20,63 | ||||
2025-08-15 | 13F | Morgan Stanley | 274 900 | −21,10 | 17 937 | −10,57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 737 | 4,95 | 113 | 18,95 | ||||
2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wharton Business Group, LLC | 202 875 | 189,95 | 13 | 225,00 | ||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 860 | 0,00 | 56 | 14,29 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 180 879 | −13,67 | 11 802 | −2,13 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1 155 | 75 | ||||||
2025-08-12 | 13F | NFP Retirement, Inc. | 14 938 | 975 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 11 167 | 26,74 | 729 | 43,59 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 0,00 | 1 | |||||
2025-08-14 | 13F | Betterment LLC | 99 389 | −32,76 | 6 | −25,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268 020 | 856,53 | 17 488 | 977,51 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 105 250 | −8,19 | 6 058 | −11,42 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 151 | −13,69 | 728 | −2,15 | ||||
2025-08-11 | 13F | Eq Llc | 4 801 | −1,27 | 313 | 12,19 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 455 | −14,73 | 943 | −3,28 | ||||
2025-08-07 | 13F | PFG Advisors | 39 698 | 10,16 | 2 590 | 24,88 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 307 | −16,71 | 412 | −5,52 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | VERITY Wealth Advisors | 11 780 | 0,00 | 769 | 13,27 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 300 | 0,00 | 20 | 11,76 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 351 | −96,44 | 349 | −95,97 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90 338 | 2,33 | 5 895 | 16,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173 122 | 0,56 | 11 296 | 14,00 | ||||
2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 987 | 0,00 | 130 | 13,16 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0,00 | 10 | 12,50 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 180 | 11,47 | 2 | 0,00 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 20 887 | 39,25 | 1 363 | 57,82 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 195 373 | 5 483,68 | 12 748 | 6 242,29 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 5 770 | −12,69 | 376 | −1,05 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 67 482 | −12,07 | 4 403 | −0,32 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 22 427 | 0,13 | 1 463 | 13,50 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 641 593 | 143,65 | 41 912 | 176,55 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 3 570 | 0,00 | 233 | 13,17 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 18 480 | −3,89 | 1 | 0,00 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 461 | 226 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 7 025 | −6,64 | 458 | 5,77 | ||||
2025-08-14 | 13F | Comerica Bank | 5 007 | −2,44 | 327 | 10,51 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 4 713 | 0,00 | 308 | 13,28 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 1 910 | −47,80 | 125 | −43,89 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 2 198 | 0,00 | 143 | 13,49 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 292 585 | 8,31 | 19 091 | 22,79 | ||||
2025-08-12 | 13F | MAI Capital Management | 15 760 | −12,80 | 1 028 | −1,15 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 9 760 | 637 | ||||||
2025-08-14 | 13F | Sentinus, LLC | 26 193 | −7,60 | 1 709 | 4,78 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 305 | 0,00 | 20 | 11,76 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 16 524 | −8,24 | 1 078 | 4,05 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 324 | −5,84 | 2 828 | 6,72 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 4 865 | −8,67 | 321 | 4,90 | ||||
2025-07-24 | 13F | Eastern Bank | 229 | 0,00 | 15 | 7,69 | ||||
2025-08-14 | 13F | Destination Wealth Management | 9 498 | −4,63 | 620 | 8,03 | ||||
2025-08-14 | 13F/A | Barclays Plc | 492 | 0,00 | 0 | |||||
2025-07-17 | 13F | Symmetry Partners, LLC | 5 391 | −3,35 | 352 | 9,35 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 9 344 | −41,04 | 610 | −33,22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 3 842 | 251 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 478 | −37,09 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
2025-07-16 | 13F | Embree Financial Group | 4 023 | 263 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 122 | −50,21 | 204 | −43,61 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 14 691 | 4,79 | 959 | 18,86 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4 720 | −8,12 | 308 | 4,07 | ||||
2025-04-14 | 13F | Compass Planning Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 15 304 | −5,62 | 999 | 6,97 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Goldman Sachs Group Inc | 3 500 | 228 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 9 452 | −4,08 | 617 | 8,64 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 743 | 8,03 | 1 419 | 22,45 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 42 | 0,00 | 3 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 189 514 | −6,30 | 12 | 9,09 | ||||
2025-08-12 | 13F | LPL Financial LLC | 686 674 | −5,62 | 44 806 | 6,98 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 258 | −2,59 | 147 | 6,52 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 209 967 | −0,40 | 13 700 | 12,91 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 4 075 | −7,60 | 266 | 4,74 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 11 801 | −2,01 | 770 | 11,11 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 30 815 | −63,10 | 2 011 | −58,18 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 551 | 61,06 | 754 | 82,77 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 342 | 0,00 | 0 | |||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 676 | 0,30 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 | 0,00 | 0 | |||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 9 986 | −1,96 | 652 | 11,09 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 16 871 | −9,51 | 1 101 | 2,52 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 31 725 | −5,11 | 2 070 | 7,59 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 607 | −16,27 | 431 | −5,07 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 200 335 | −0,06 | 13 360 | 15,80 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 635 | 498 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 9 559 | 0,05 | 624 | 13,27 | ||||
2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Moseley Investment Management Inc | 8 221 | −0,65 | 536 | 12,61 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 1 200 | 0 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 335 | 0,00 | 22 | 10,53 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 3 470 | −66,56 | 226 | −62,14 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 118 | 203 | ||||||
2025-08-08 | 13F | CFO4Life Group, LLC | 3 961 | 0,00 | 258 | 13,66 | ||||
2025-04-23 | 13F | Alpha Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19 020 | 1 241 | ||||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111 724 | 3,56 | 7 290 | 17,39 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | −33,33 | 12 | −35,29 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 4 095 | −22,59 | 267 | −12,17 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 300 | 0,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 9 894 | 35,50 | 1 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 491 | 163 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 387 | 9,74 | 743 | 24,46 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 614 440 | 0,90 | 2 258 592 | 14,38 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 5 463 | 356 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 4 253 | 0,00 | 278 | 13,52 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 400 | 0,00 | 26 | 13,04 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133 813 | −1,08 | 8 731 | 12,14 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3 609 | 0,00 | 235 | 9,30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 97 424 | 36,08 | 6 357 | 54,23 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7 121 | 0,39 | 465 | 13,73 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 322 | 0,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | McGinn Investment Management, Inc. | 11 181 | −0,82 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 3 958 | −12,55 | 258 | −0,77 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 034 | −1,92 | 524 | 11,25 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 27 042 | −16,59 | 1 765 | −5,47 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 553 | 0,27 | 362 | 8,38 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 9 412 | −1,34 | 614 | 11,84 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 201 | 190,03 | 731 | 228,83 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 085 | 201 | ||||||
2025-07-10 | 13F | American Financial Advisors, LLC | 3 092 | 202 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 762 | −95,46 | 50 | −94,92 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 514 | 0,00 | 229 | 30,86 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 50 | 0,00 | 3 | 50,00 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 40 491 | −11,63 | 2 642 | 0,19 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F/A | StoneX Group Inc. | 5 657 | 271 | ||||||
2025-08-14 | 13F | Fmr Llc | 31 837 | −3,86 | 2 077 | 8,97 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 9 502 | −1,30 | 620 | 11,73 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 967 | 0,66 | 455 | 14,07 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 476 | −6,96 | 1 858 | 5,51 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 92 252 | 1,29 | 6 019 | 14,82 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41 696 | −9,66 | 2 722 | 2,52 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243 773 | 49,62 | 15 906 | 69,61 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 419 | 0,00 | 27 | 12,50 | ||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99 102 | −5,84 | 6 466 | 6,73 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 7 634 | 0,00 | 439 | −3,52 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17 435 | −6,48 | 1 138 | 5,96 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 98 | −83,99 | 6 | −82,86 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11 283 | −39,22 | 736 | −31,09 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 24 700 | −59,57 | 1 612 | −54,18 | ||||
2025-08-04 | 13F | Assetmark, Inc | 3 636 | −0,36 | 237 | 12,86 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | −51,35 | 1 | −50,00 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 16 495 | 0,89 | 1 076 | 14,35 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 13 135 | 4,90 | 857 | 19,03 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 6 343 | −16,98 | 414 | −5,92 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 542 | −85,77 | 35 | −84,02 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 9 051 | 0,00 | 591 | 13,46 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 724 | −3,80 | 712 | 10,92 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 125 | 0,00 | 8 | 14,29 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 3 383 | 0,00 | 221 | 13,40 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 5 266 | −6,50 | 344 | 5,86 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 252 | 0,00 | 16 | 14,29 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 73 378 | 3,52 | 4 788 | 17,36 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 4 310 | 0,00 | 281 | 13,31 | ||||
2025-07-23 | 13F | Equitable Trust Co | 3 188 | 208 | ||||||
2025-07-25 | 13F | Check Capital Management Inc/ca | 8 800 | 0,00 | 574 | 13,44 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 11 383 | −8,51 | 743 | 3,63 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 458 | −30,71 | 30 | −23,68 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 118 612 | −1,23 | 8 | 16,67 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 750 | −3,47 | 43 | −6,52 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 4 900 | 0,80 | 320 | 14,34 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 7 564 | 0,40 | 494 | 13,86 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 4 279 | 0,00 | 284 | 22,51 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
2025-08-08 | 13F | Creative Planning | 8 618 | −1,77 | 562 | 11,51 | ||||
2025-08-14 | 13F | UBS Group AG | 263 326 | −0,67 | 17 182 | 12,61 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 7 046 | −13,26 | 460 | −1,71 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 257 | 0,00 | 17 | 14,29 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 23 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 051 | 263 | ||||||
2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0,00 | 17 | 14,29 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 133 | 9,31 | 1 640 | 23,89 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 6 270 | 40,36 | 409 | 59,14 | ||||
2025-05-07 | 13F | Abbot Financial Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 108 171 | −3,13 | 7 058 | 9,82 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 9 246 | 14,08 | 603 | 29,40 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 360 | 0,00 | 23 | 15,00 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 558 | −1,08 | 102 | 12,22 | ||||
2025-07-18 | 13F | Truist Financial Corp | 47 574 | −1,80 | 3 104 | 11,33 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 7 692 | −4,58 | 502 | 8,21 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7 843 | −1,26 | 512 | 11,82 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 667 | 0,00 | 44 | 13,16 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 19 308 | 0,57 | 1 260 | 13,94 | ||||
2025-08-14 | 13F | Family Office Research LLC | 13 700 | −0,35 | 894 | 12,90 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 640 | 0,00 | 42 | 13,89 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 90 384 | 9,96 | 5 898 | 24,65 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 287 652 | −3,10 | 18 769 | 9,85 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 56 506 | 15,43 | 3 672 | 29,52 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 3 445 | 0,00 | 225 | 13,13 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 5 496 | 359 | ||||||
2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 3 588 | 0,00 | 234 | 13,59 | ||||
2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7 989 | −7,98 | 521 | 4,41 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 20 483 | 0,00 | 1 337 | 13,32 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 4 606 | −1,41 | 301 | 11,94 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 4 475 | 292 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 267 | −42,83 | 17 | −34,62 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 17 | 0,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 204 | −79,16 | 13 | −76,79 |