BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

Global X Funds - Global X Robotics & Artificial Intelligence ETF
US ˙ NasdaqGM ˙ US37954Y7159

Mga Batayang Estadistika
Pemilik Institusional 391 total, 387 long only, 1 short only, 3 long/short - change of 1.55% MRQ
Alokasi Portofolio Rata-rata 0.1962 % - change of 1.91% MRQ
Saham Institusional (Jangka Panjang) 31,211,127 (ex 13D/G) - change of 0.41MM shares 1.33% MRQ
Nilai Institusional (Jangka Panjang) $ 926,769 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Global X Funds - Global X Robotics & Artificial Intelligence ETF (US:BOTZ) memiliki 391 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 31,211,127 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Commonwealth Equity Services, Llc, Mirae Asset Global Investments Co., Ltd., Raymond James Financial Inc, and Barclays Plc .

Struktur kepemilikan institusional Global X Funds - Global X Robotics & Artificial Intelligence ETF (NasdaqGM:BOTZ) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 33.58 / share. Previously, on September 9, 2024, the share price was 29.45 / share. This represents an increase of 14.02% over that period.

BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-04-28 13F Coastline Trust Co 0 -100.00 0
2025-07-08 13F RMR Wealth Builders 7,598 248
2025-08-11 13F Private Advisor Group, LLC 95,217 8.54 3,109 24.52
2025-08-12 13F Jpmorgan Chase & Co 1,012,710 66.62 33,065 91.15
2025-08-14 13F/A Barclays Plc 595,877 498.28 19 850.00
2025-08-12 13F Stelac Advisory Services LLC 7,376 -23.94 241 -12.36
2025-07-08 13F Zrc Wealth Management, Llc 2,105 0.00 69 15.25
2025-08-11 13F Strategic Wealth Partners, Ltd. 450 15
2025-08-14 13F Citadel Advisors Llc Call 43,500 74.70 1,420 100.56
2025-08-12 13F Boreal Capital Management LLC 3,308 108
2025-08-14 13F Citadel Advisors Llc 14,028 -71.92 458 -67.77
2025-07-10 13F PMV Capital Advisers, LLC 635 0.00 21 11.11
2025-05-02 13F Fortis Group Advisors, LLC 0 -100.00 0
2025-08-14 13F EP Wealth Advisors, Inc. 6,268 205
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 10,250 -10.09 335 3.09
2025-07-31 13F Wealthfront Advisers Llc 214,543 3.54 7,005 18.79
2025-08-11 13F Tidemark, LLC 133 -6.34 4 0.00
2025-04-28 13F Vontobel Holding Ltd. 0 -100.00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 29,965 -51.42 978 -44.27
2025-08-14 13F Paragon Private Wealth Management, LLC 28,603 -7.31 934 6.26
2025-07-28 13F Patten & Patten Inc/tn 6,688 218
2025-08-14 13F Citadel Advisors Llc Put 71,600 -3.11 2,338 11.13
2025-05-15 13F BTG Pactual Asset Management US LLC 0 -100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 243,463 10.62 8 16.67
2025-07-15 13F Financial Management Professionals, Inc. 8 0.00 0
2025-07-18 13F PFG Investments, LLC 9,012 1.76 294 16.67
2025-08-12 13F Allen Capital Group, LLC 18,036 589
2025-08-12 13F Ameritas Investment Partners, Inc. 90 0.00 3 0.00
2025-07-21 13F Hilltop National Bank 0 -100.00 0
2025-04-25 13F Uniting Wealth Partners, LLC 0 -100.00 0
2025-07-17 13F Sound Income Strategies, LLC 190 0.00 6 20.00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 100,353 32.70 3,277 52.23
2025-08-04 13F FRG Family Wealth Advisors LLC 7,410 0.00 242 14.76
2025-08-13 13F Keystone Financial Group 19,358 25.95 632 44.62
2025-08-14 13F LaSalle St. Investment Advisors, LLC 17,823 0.00 1
2025-05-01 13F ADG Wealth Management Group, LLC 0 -100.00 0
2025-08-11 13F Pin Oak Investment Advisors Inc 234 0.00 0
2025-08-04 13F Kovack Advisors, Inc. 8,987 -0.85 293 14.01
2025-07-10 13F Signal Advisors Wealth, LLC 41,644 11.18 1,360 27.49
2025-08-07 13F Resources Investment Advisors, LLC. 8,280 7.69 270 23.85
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-05-13 13F GKV Capital Management Co., Inc. 278 8
2025-08-14 13F Warren Averett Asset Management, LLC 9,358 306
2025-08-15 13F Harvest Fund Management Co., Ltd 98 0.00 0
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-05-15 13F CAPROCK Group, Inc. 9,358 -30.07 266 -37.70
2025-08-11 13F Perennial Investment Advisors, LLC 8,491 -11.43 277 1.84
2025-08-11 13F HighTower Advisors, LLC Call 0 -100.00 0
2025-07-07 13F Investors Research Corp 12 0.00 0
2025-05-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-07-29 13F Portland Financial Advisors Inc 17,291 -0.29 565 14.40
2025-07-24 13F IFP Advisors, Inc 1,306 867.41 43 1,300.00
2025-07-25 13F Cwm, Llc 122,308 10.59 4 0.00
2025-07-22 13F SOL Capital Management CO 245,767 -1.13 8 14.29
2025-07-24 13F Us Bancorp \de\ 26,042 -11.26 850 1.80
2025-07-22 13F Team Financial Group, LLC 1,727 56
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0 -100.00
2025-07-14 13F Toth Financial Advisory Corp 105 -55.88 3 -50.00
2025-07-30 13F Advantage Trust Co 9,188 0.00 300 14.56
2025-08-13 13F Baird Financial Group, Inc. 67,480 6.16 2,203 21.85
2025-08-07 13F PFG Advisors 8,847 -8.65 289 4.73
2025-08-08 13F Smithfield Trust Co 1,000 0.00 0
2025-08-04 13F JDM Financial Group LLC 206 0.00 7 20.00
2025-08-19 13F Asset Dedication, LLC 1,916 0.00 63 14.81
2025-08-11 13F Edgemoor Investment Advisors, Inc. 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 2,314 -53.42 76 -52.53
2025-07-16 13F/A CX Institutional 56 0
2025-07-14 13F Proathlete Wealth Management Llc 9 200.00 0
2025-07-22 13F Wealthcare Capital Partners, LLC 10,767 -2.36 352 12.14
2025-08-07 13F Nwam Llc 6,126 206
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-17 13F David Kennon Inc 10,230 0.00 334 14.78
2025-08-12 13F Jefferies Financial Group Inc. 9,051 20.42 296 38.50
2025-08-11 13F Nomura Asset Management Co Ltd 0 -100.00 0
2025-08-12 13F Tocqueville Asset Management L.p. 65,852 -2.12 2,150 12.33
2025-08-13 13F Rsm Us Wealth Management Llc 12,596 9.51 412 25.99
2025-08-12 13F Accredited Wealth Management, LLC 375 0.00 12 20.00
2025-08-14 13F TCG Advisory Services, LLC 9,116 -8.73 298 4.58
2025-07-30 13F Exencial Wealth Advisors, Llc 0 -100.00 0
2025-08-14 13F Mariner, LLC 90,668 6.81 2,960 22.57
2025-08-13 13F Cresset Asset Management, LLC 18,467 -6.20 604 7.86
2025-08-08 13F Capital Investment Advisory Services, LLC 14,670 -1.15 479 13.27
2025-08-12 13F Laurel Wealth Advisors LLC 79,569 3,165.04 2 -97.10
2025-08-11 13F Resurgent Financial Advisors LLC 16,242 0.31 530 15.22
2025-07-28 13F Harbour Investments, Inc. 14,177 -10.01 463 3.13
2025-07-30 13F Princeton Global Asset Management LLC 400 0.00 13 18.18
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-07-31 13F Sage Mountain Advisors LLC 0 -100.00 0
2025-08-06 13F Wedbush Securities Inc 17,281 3.30 1
2025-08-14 13F Mercer Global Advisors Inc /adv 12,709 -6.88 415 6.70
2025-08-05 13F Bank Of Montreal /can/ 11,553 2.90 377 18.18
2025-08-12 13F MAI Capital Management 2,664 9.86 87 24.64
2025-08-05 13F Huntington National Bank 63 226.32
2025-08-08 13F Advyzon Investment Management, LLC 22,457 8.90 733 25.09
2025-07-11 13F Farther Finance Advisors, LLC 19,473 250.80 636 301.90
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc 4,359 0
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4,000 0.00 131 15.04
2025-08-05 13F Sage Capital Management, LLC 103,245 -1.86 3,371 12.56
2025-08-14 13F Sunbelt Securities, Inc. 0 -100.00 0
2025-08-11 13F Western Wealth Management, LLC 6,754 221
2025-07-10 13F Family Legacy Financial Solutions, LLC 75 2
2025-08-14 13F Ameriprise Financial Inc 441,085 26.10 14,401 -48.74
2025-08-06 13F Sound Financial Strategies Group, LLC 522 3.16 17 21.43
2025-08-04 13F Flagship Harbor Advisors, Llc 7,442 -20.13 243 -8.68
2025-04-24 13F Aspect Partners, LLC 0 -100.00 0
2025-07-30 13F Retirement Planning Group 30,154 -36.15 985 -26.79
2025-07-25 13F Hazlett, Burt & Watson, Inc. 3,119 -7.42 0
2025-08-14 13F Colony Group, LLC 109,025 7.63 3,560 23.49
2025-08-14 13F Dagco, Inc. 618 0.00 20 17.65
2025-08-12 13F Manchester Capital Management LLC 2,550 0.00 83 15.28
2025-08-13 13F Lido Advisors, LLC 0 -100.00 0
2025-08-14 13F Ubs Asset Management Americas Inc 0 -100.00 0
2025-07-23 13F Eagle Strategies LLC 29,650 4.92 968 20.40
2025-07-18 13F SOA Wealth Advisors, LLC. 802 0.00 26 18.18
2025-07-30 13F Brookstone Capital Management 31,321 27.05 1,023 45.79
2025-08-05 13F Fourth Dimension Wealth, LLC 600 0.00 20 11.76
2025-08-01 13F Rossby Financial, LCC 95 3
2025-08-12 13F Close Asset Management Ltd 10,000 0.00 0
2025-08-06 13F Black Swift Group, LLC 211,505 6,906
2025-07-14 13F Farmers & Merchants Investments Inc 0 -100.00 0
2025-08-11 13F Intrepid Financial Planning Group LLC 45,187 -2.33 1,475 12.08
2025-04-16 13F Union Bancaire Privee, UBP SA 0 -100.00 0
2025-07-16 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2025-04-30 13F J Hagan Capital, Inc. 10,337 330
2025-08-12 13F O'shaughnessy Asset Management, Llc 4,229 -43.91 138 -35.51
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-07-23 13F Nbt Bank N A /ny 414 0.00 14 18.18
2025-08-12 13F Franklin Resources Inc 3,805 23.54 124 42.53
2025-05-19 13F/A Jane Street Group, Llc Put 0 -100.00 0 -100.00
2025-07-25 13F SPC Financial, Inc. 28,621 0.93 934 15.74
2025-08-05 13F Dunhill Financial, LLC 31 0.00 1
2025-08-14 13F Modern Wealth Management, LLC 278,607 97.93 9,097 127.06
2025-07-11 13F Caldwell Securities, Inc 30 50.00 1
2025-08-14 13F UBS Group AG 1,422,611 -26.51 46,448 -15.69
2025-08-07 13F Kestra Private Wealth Services, Llc 25,333 30.89 827 50.36
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-13 13F Greenwich Wealth Management LLC 15,187 0.00 0
2025-07-28 13F Mutual Advisors, LLC 24,799 92.48 851 131.25
2025-07-14 13F Armstrong Advisory Group, Inc 2,512 31.86 82 36.67
2025-08-07 13F Winch Advisory Services, LLC 4,897 0.00 160 14.39
2025-08-11 13F Principal Securities, Inc. 9,928 200.58 324 208.57
2025-08-12 13F Mmbg Investment Advisors Co. 10,000 0.00 327 15.14
2025-08-12 13F Financial Advocates Investment Management 8,007 -1.50 261 12.99
2025-08-04 13F L.m. Kohn & Company 11,506 5.40 376 20.97
2025-08-11 13F von Borstel & Associates, Inc. 0 -100.00 0
2025-08-13 13F StoneX Group Inc. 6,488 212
2025-08-04 13F Spire Wealth Management 14,683 0.00 479 14.87
2025-08-08 13F CFO4Life Group, LLC 6,739 220
2025-08-12 13F Clearwater Capital Advisors, LLC 362,407 4.16 11,833 19.49
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-08-15 13F Captrust Financial Advisors 26,382 -3.67 861 10.53
2025-08-13 13F Scotia Capital Inc. 35,269 67.40 1,152 92.15
2025-08-15 13F WFA of San Diego, LLC 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 7,491 -16.85 244 -4.69
2025-04-25 13F Wealthbridge Capital Management, Llc 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 607,352 0.48 19,830 15.28
2025-07-24 13F Game Plan Financial Advisors, LLC 60 0.00 2 0.00
2025-08-06 13F Golden State Wealth Management, LLC 2,828 -4.91 92 9.52
2025-08-14 13F MGB Wealth Management, LLC 20,049 -4.11 655 9.92
2025-08-18 13F/A National Bank Of Canada /fi/ 28,137 -0.99 919 13.61
2025-08-11 13F TD Waterhouse Canada Inc. 3,928 -0.25 126 12.50
2025-08-14 13F Cubist Systematic Strategies, LLC Put 37,200 332.56 1,215 397.54
2025-07-21 13F Ameritas Advisory Services, LLC 40,053 -3.82 1,308 9.01
2025-08-14 13F Cubist Systematic Strategies, LLC 20,336 664
2025-08-14 13F Cubist Systematic Strategies, LLC Call 41,300 34.97 1,348 54.94
2025-07-17 13F Beacon Capital Management, LLC 0 -100.00 0
2025-08-14 13F Horizon Investments, LLC 7 -30.00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 141,090 11.71 4,606 28.16
2025-08-05 13F EPG Wealth Management LLC 0 -100.00 0
2025-08-12 13F Horizon Financial Services, Llc 660 0.00 22 16.67
2025-07-15 13F BCS Wealth Management 9,862 27.45 0
2025-05-02 13F Capital A Wealth Management, LLC 0 -100.00 0
2025-07-07 13F Nova Wealth Management, Inc. 1,103 0.00 36 16.13
2025-07-25 13F Endowment Wealth Management, Inc. 14,403 27.38 470 46.42
2025-08-13 13F GeoWealth Management, LLC 9,857 -13.05 322 -0.31
2025-08-14 13F Visionary Wealth Advisors 10,294 9.80 336 26.32
2025-08-14 13F Matrix Private Capital Group Llc 80 0.00 3 0.00
2025-08-01 13F Solstein Capital, LLC 2,055 0.00 67 15.52
2025-07-09 13F Key Client Fiduciary Advisors, LLC 10,592 6.32 346 21.91
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 23,950 -10.89 782 2.23
2025-08-14 13F Bank Of America Corp /de/ 5,885,901 -4.92 192,175 9.08
2025-08-14 13F Stifel Financial Corp 202,744 12.41 6,620 28.95
2025-05-15 13F Glen Eagle Advisors, LLC 0 -100.00 0
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100.00 0 -100.00
2025-07-16 13F Essex Financial Services, Inc. 12,157 20.24 397 37.98
2025-08-07 13F Commerce Bank 9,723 -4.89 317 9.31
2025-08-13 13F Cerity Partners LLC 15,470 11.94 505 28.50
2025-08-08 13F TD Capital Management LLC 492 0.00 16 23.08
2025-08-11 13F Bell Investment Advisors, Inc 396 0.00 13 9.09
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,480 636
2025-08-15 13F Tower Research Capital LLC (TRC) 10 -99.08 0 -100.00
2025-08-13 13F Congress Wealth Management LLC / DE / 9,615 17.37 314 34.19
2025-07-22 13F Foguth Wealth Management, LLC. 42,643 -9.32 1,392 4.04
2025-08-04 13F Pinnacle Associates Ltd 182,445 15.02 5,957 31.95
2025-07-16 13F Owen LaRue, LLC 10,650 0.00 348 14.52
2025-08-11 13F HHM Wealth Advisors, LLC 185 117.65 6 200.00
2025-05-09 13F Farrow Financial Inc. 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 426,580 -9.06 13,929 4.33
2025-08-11 13F Aptus Capital Advisors, LLC 801 130.84 26 188.89
2025-08-05 13F Transatlantique Private Wealth Llc 12,075 12.24 394 28.76
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-08-05 13F GHP Investment Advisors, Inc. 615 48.19 20 81.82
2025-08-12 13F CIBC Private Wealth Group, LLC 7,262 -38.59 237 -17.99
2025-08-12 13F Steward Partners Investment Advisory, Llc 19,017 -4.03 621 10.12
2025-08-14 13F Fmr Llc 12,247 -14.31 400 -1.72
2025-04-23 13F PBMares Wealth Management LLC 0 -100.00 0
2025-08-12 13F Archer Investment Corp 1,832 -33.60 60 -24.36
2025-08-29 13F Evolution Wealth Management Inc. 980 32
2025-07-28 13F Eq Wealth Advisors, Llc 0 -100.00 0
2025-04-01 13F Modus Advisors, LLC 0 -100.00 0 -100.00
2025-08-12 13F Gladstone Institutional Advisory LLC 14,278 -0.94 466 13.66
2025-07-08 13F/A Salem Investment Counselors Inc 1,099 0.00 36 12.90
2025-07-30 13F Eqis Capital Management, Inc. 34,119 1.05 1,114 15.94
2025-08-06 13F Commonwealth Equity Services, Llc 910,310 7.53 30 20.83
2025-05-07 13F Ramirez Asset Management, Inc. 0 -100.00 0
2025-07-21 13F HighMark Wealth Management LLC 525 0.00 17 21.43
2025-08-06 13F AE Wealth Management LLC 664 51.60 22 75.00
2025-08-12 13F Coston, McIsaac & Partners 647 5.89 0
2025-08-15 13F ROSS\JOHNSON & Associates LLC 50 0.00 2 0.00
2025-08-14 13F Certified Advisory Corp 9,531 0.11 311 15.19
2025-08-14 13F IHT Wealth Management, LLC 13,768 -20.54 450 -8.92
2025-08-14 13F Toronto Dominion Bank 23 53.33 1
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 684,877 12.67 22,361 27.07
2025-04-16 13F West Branch Capital LLC 0 -100.00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 68,071 28.43 2,223 47.35
2025-08-14 13F Family Office Research LLC 12,211 -28.71 399 -18.28
2025-08-12 13F J.w. Cole Advisors, Inc. 10,862 355
2025-07-31 13F CNB Bank 112 4
2025-08-06 13F Nvwm, Llc 8 0.00 0
2025-08-08 13F Creative Planning 102,823 -0.24 3,357 14.46
2025-07-31 13F Glass Jacobson Investment Advisors llc 575 22.34 19 20.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 39,704 -65.02 1,296 -59.88
2025-08-14 13F GWM Advisors LLC 61,177 18.19 1,997 35.57
2025-05-12 13F Sandy Spring Bank 868 -0.57 25 -11.11
2025-07-14 13F Abound Wealth Management 10 -75.00 0 -100.00
2025-08-05 13F Sigma Planning Corp 0 -100.00 0
2025-08-15 13F Morgan Stanley 3,118,575 3.71 101,822 18.98
2025-08-12 13F LPL Financial LLC 2,311,665 4.63 75,476 20.03
2025-07-23 13F Bellevue Asset Management, Llc 501 0.00 16 14.29
2025-05-15 13F Cardiff Park Advisors, Llc 0 -100.00 0 -100.00
2025-07-23 13F Valmark Advisers, Inc. 8,634 282
2025-05-14 13F Walleye Capital LLC Call 0 -100.00 0 -100.00
2025-08-12 13F Prudential Plc 62,600 36.68 2,044 56.79
2025-05-15 13F/A Orion Portfolio Solutions, LLC 55,750 22.11 1,587 8.78
2025-08-07 13F Allworth Financial LP 3,726 0.00 122 16.35
2025-07-23 13F 1 North Wealth Services Llc 99,891 0.14 3,261 14.90
2025-07-30 13F IMG Wealth Management, Inc. 7,062 0.09 231 15.00
2025-08-13 13F Jones Financial Companies Lllp 111,978 52.43 3,642 71.26
2025-08-01 13F Centerpoint Advisors, LLC 700 0.00 0
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 25,271 -15.04 825 -2.48
2025-08-01 13F Envestnet Asset Management Inc 263,837 9.59 8,614 25.73
2025-05-12 13F Prestige Wealth Management Group LLC 0 -100.00 0
2025-08-01 13F Bank of Jackson Hole Trust 1,000 0.00 33 0.00
2025-08-11 13F Blue Bell Private Wealth Management, Llc 391 1,296.43 13
2025-07-18 13F Truist Financial Corp 26,119 9.39 853 25.48
2025-07-25 13F GFS Advisors, LLC 42,961 0.00 1,403 14.72
2025-04-18 13F Insigneo Advisory Services, Llc 0 -100.00 0 -100.00
2025-07-25 13F JustInvest LLC 9,000 0.00 294 14.45
2025-08-13 13F Renaissance Technologies Llc 14,500 473
2025-08-14 13F Integrated Wealth Concepts LLC 12,200 0.38 398 15.36
2025-08-11 13F Wealthspire Advisors, LLC 36,860 -10.58 1,203 2.56
2025-07-21 13F Sterling Investment Counsel, LLC 33,627 -19.05 1,098 -7.19
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 18,355 -11.71 599 1.35
2025-08-08 13F Avalon Trust Co 832 27
2025-08-18 13F Geneos Wealth Management Inc. 43,673 -1.85 1,426 12.56
2025-08-12 13F SRS Capital Advisors, Inc. 23,275 19.41 760 37.00
2025-08-13 13F Kilter Group LLC 218 7
2025-04-30 13F BCJ Capital Management, LLC 0 -100.00 0 -100.00
2025-07-15 13F Fortitude Family Office, LLC 2,589 0.00 85 15.07
2025-04-08 13F Avondale Wealth Management 0 -100.00 0 -100.00
2025-08-06 13F Atlantic Union Bankshares Corp 913 30
2025-08-04 13F Mayflower Financial Advisors, LLC 17,649 0.28 576 15.20
2025-08-04 13F Arkadios Wealth Advisors 22,726 6.31 742 22.04
2025-08-07 13F Fountainhead AM, LLC 158,040 5,160
2025-07-22 13F Powell Investment Advisors, LLC 6,992 29.43 229 49.02
2025-08-12 13F Founders Financial Alliance, LLC 40 0.00 1 0.00
2025-08-14 13F Group One Trading, L.p. 0 -100.00 0
2025-07-14 13F Park Avenue Securities Llc 68,794 17.37 2 100.00
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 49,505 8.10 1,616 23.93
2025-07-14 13F Painted Porch Advisors LLC 225 -33.63 7 -22.22
2025-07-21 13F DHJJ Financial Advisors, Ltd. 698 0.00 23 15.79
2025-07-21 13F Ameriflex Group, Inc. 1,791 -64.82 58 -60.42
2025-08-14 13F Mml Investors Services, Llc 217,304 -8.32 7 16.67
2025-07-29 13F Stephens Inc /ar/ 8,289 8.18 271 23.85
2025-08-08 13F Glassman Wealth Services 2,774 0.00 91 15.38
2025-08-08 13F Compass Financial Services Inc 200 0.00 7 20.00
2025-08-12 13F Park Square Financial Group, LLC 841 0.00 27 17.39
2025-08-14 13F Main Street Financial Solutions, LLC 7,968 -63.92 260 -58.60
2025-08-15 13F Equitable Holdings, Inc. 80,555 -6.60 2,630 7.17
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F IMS Capital Management 0 -100.00 0
2025-08-08 13F Phoenix Wealth Advisors 26,504 -1.20 865 13.37
2025-08-06 13F Ethos Financial Group, LLC 6,121 200
2025-08-11 13F Rothschild Investment Llc 700 0.00 23 15.79
2025-05-15 13F Pinnacle Financial Group, LLC / IL 0 -100.00 0
2025-07-15 13F BKA Wealth Consulting, Inc. 0 -100.00 0
2025-04-22 13F Axos Invest Inc. 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 343,383 -0.35 11,211 14.33
2025-07-28 13F RFG Advisory, LLC 18,881 616
2025-08-29 13F Total Investment Management Inc 925 30
2025-07-16 13F Perigon Wealth Management, LLC 7,595 -18.41 248 -6.44
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16,669 -30.89 544 -20.70
2025-08-14 13F Ausdal Financial Partners, Inc. 34,286 1,119
2025-04-29 13F Callan Capital, LLC 13,134 0.00 374 -10.98
2025-08-14 13F Ancora Advisors, LLC 335 0.00 11 11.11
2025-08-14 13F Financial Advisory Service, Inc. 683 0.00 22 15.79
2025-07-16 13F Brown, Lisle/cummings, Inc. 2,750 1.85 90 17.11
2025-07-17 13F Sterling Investment Advisors, Ltd. 119,625 4.29 3,906 19.64
2025-08-27 13F/A Brinker Capital Investments, LLC 59,574 6.86 1,945 22.64
2025-08-12 13F Holderness Investments Co 9,811 -3.44 320 10.73
2025-08-14 13F Crawford Fund Management, LLC Put 21,500 -20.37 702 -8.72
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 2,107 76.32 69 100.00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 41,696 -13.96 1,367 -0.87
2025-08-13 13F Dynamic Wealth Strategies, LLC 278 0.00 9 28.57
2025-07-16 13F Signaturefd, Llc 13,393 -0.15 437 14.70
2025-08-13 13F Summit Financial, LLC 47,750 1,563
2025-08-14 13F Nan Shan Life Insurance Co., Ltd. 110,000 0.00 3,592 14.73
2025-09-04 13F/A Advisor Group Holdings, Inc. 333,567 -13.09 10,889 -0.31
2025-07-17 13F Albion Financial Group /ut 376 0.00 12 20.00
2025-07-09 13F Fiduciary Alliance LLC 114,428 12.71 3,736 29.32
2025-07-28 13F Mission Hills Financial Advisory, LLC 17,107 -0.90 559 13.65
2025-08-13 13F Northwestern Mutual Wealth Management Co 285,015 38.85 9,306 59.30
2025-08-14 13F Hancock Prospecting Pty Ltd 45,766 0.00 1,494 14.75
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2,411 0.00 79 14.71
2025-08-14 13F CoreCap Advisors, LLC 951 56.41 31 82.35
2025-04-25 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-07-24 13F Aurora Private Wealth, Inc. 8,073 -90.16 0
2025-07-16 13F RWM Asset Management, LLC 45,011 5.89 1,470 21.51
2025-08-13 13F Flow Traders U.s. Llc 14,167 -83.54 0 -100.00
2025-08-13 13F Fisher Asset Management, LLC 93,733 -13.22 3,060 -0.46
2025-08-14 13F CIBC World Markets Inc. 27,026 1.19 882 16.05
2025-08-13 13F Mount Yale Investment Advisors, LLC 135 4
2025-08-18 13F Pacific Center for Financial Services 132 0.00 4 33.33
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 2,255 226
2025-05-15 13F Glenmede Trust Co Na 8,185 -0.63 233 -11.79
2025-08-13 13F Financial Freedom, LLC 1,112 0.00 36 16.13
2025-08-14 13F Rafferty Asset Management, LLC 433,742 -3.18 14,162 11.08
2025-06-27 NP UBOT - Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 3X Shares 369,063 -17.62 10,540 -29.09
2025-07-14 13F AdvisorNet Financial, Inc 1,800 0.00 59 13.73
2025-08-11 13F HighTower Advisors, LLC 105,935 1.64 3,459 16.59
2025-08-14 13F Comerica Bank 3,465 -46.62 113 -38.59
2025-08-12 13F Running Point Capital Advisors, LLC 295 0.00 10 12.50
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 160 0.00 5 25.00
2025-07-23 13F TPG Financial Advisors, LLC 212,183 1,619.61 6,928 1,873.50
2025-08-12 13F Country Trust Bank 238 20.20 8 40.00
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-07-10 13F Sharkey, Howes & Javer 15,155 495
2025-08-08 13F Wealth Alliance 8,622 0.02 282 14.69
2025-07-22 13F Belpointe Asset Management LLC 15,946 0.91 521 15.81
2025-08-05 13F Crestwood Advisors Group LLC 97,804 2.95 3,193 18.13
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-14 13F Hoey Investments, Inc 3 0.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5 0
2025-07-15 13F Fifth Third Bancorp 902 0.00 29 16.00
2025-08-11 13F Citigroup Inc 410,450 -10.50 13,401 2.68
2025-08-04 13F Roble, Belko & Company, Inc 4 0.00 0
2025-07-14 13F Signature Securities Group Corporation 31,939 0.04 1,045 15.09
2025-08-15 13F Provenance Wealth Advisors, LLC 348 0.00 11 22.22
2025-07-30 13F Bleakley Financial Group, LLC 0 -100.00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-04-08 13F Pacifica Partners Inc. 0 -100.00 0
2025-07-08 13F Lowe Wealth Advisors, LLC 50 0.00 2 0.00
2025-08-14 13F Camden Capital, LLC 26,398 0.00 862 14.65
2025-04-10 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100.00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 500 0.00 16 14.29
2025-08-14 13F Wells Fargo & Company/mn 1,342,508 17.02 43,833 34.24
2025-08-07 13F LFA - Lugano Financial Advisors SA 620 0.00 20 17.65
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-16 13F St Germain D J Co Inc 385 0.00 13 20.00
2025-04-28 13F First Horizon Advisors, Inc. 0 -100.00 0
2025-08-13 13F Colonial Trust Advisors 315 10
2025-08-05 13F GPS Wealth Strategies Group, LLC 4,615 4.72 151 20.00
2025-08-19 13F Advisory Services Network, LLC 62,029 4.28 2,076 22.70
2025-07-17 13F Janney Montgomery Scott LLC 36,318 -2.70 1 0.00
2025-07-25 13F Ellis Investment Partners, LLC 24,919 1.30 814 16.14
2025-07-09 13F Intelligence Driven Advisers, LLC 7,200 235
2025-08-04 13F Creative Financial Designs Inc /adv 10,676 -21.83 349 -10.31
2025-04-25 13F Tradewinds Capital Management, LLC 0 -100.00 0 -100.00
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-12 13F Edmond De Rothschild Holding S.a. 12,327 -20.35 402 -8.64
2025-08-12 13F AlphaCore Capital LLC 4,134 135
2025-07-22 13F Cedar Mountain Advisors, LLC 350 0.00 11 22.22
2025-08-14 13F Goldman Sachs Group Inc 13,331 9.54 435 25.72
2025-07-24 13F Ronald Blue Trust, Inc. 1,612 -97.24 53 -96.87
2025-08-14 13F Jane Street Group, Llc Call 22,700 -50.00 741 -42.65
2025-07-15 13F James J. Burns & Company, LLC 7,667 250
2025-08-14 13F Headlands Technologies LLC 264 9
2025-04-28 13F American Capital Advisory, LLC 0 -100.00 0
2025-07-31 13F Oppenheimer & Co Inc 37,982 8.11 1,240 24.12
2025-07-30 13F Financial Perspectives, Inc 6,516 9.68 213 25.44
2025-08-19 13F Slocum, Gordon & Co LLP 1,724 0.00 56 14.29
2025-07-30 13F Pittenger & Anderson Inc 1,870 0.00 61 15.09
2025-08-04 13F WNY Asset Management, LLC 11,772 -19.00 384 -7.02
2025-08-04 13F Creekmur Asset Management LLC 1 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 600 0.00 20 11.76
2025-07-30 13F D.a. Davidson & Co. 11,505 376
2025-08-19 13F Newbridge Financial Services Group, Inc. 449 12.25 15 27.27
2025-08-14 13F/A Skopos Labs, Inc. 7,400 179
2025-08-08 13F Kingsview Wealth Management, LLC 59,699 2.45 1,949 17.55
2025-07-07 13F Versant Capital Management, Inc 37 0.00 1 0.00
2025-08-14 13F AllSquare Wealth Management LLC 300 0.00 10 12.50
2025-08-12 13F One Charles Private Wealth Services, LLC 13,528 -1.36 442 13.08
2025-08-04 13F Assetmark, Inc 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 40,705 4.23 1,329 19.62
2025-07-30 13F Bogart Wealth, LLC 315 0.32 10 25.00
2025-07-28 13F CGC Financial Services, LLC 9,654 0.00 315 14.96
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 101,218 31.58 3,305 50.94
2025-07-24 13F Blair William & Co/il 174,748 -0.55 5,706 14.10
2025-08-13 13F Continuum Advisory, LLC 9,144 -20.85 299 -9.15
2025-08-14 13F Glenmede Investment Management, LP 6,740 220
2025-04-11 13F Insight Advisors, LLC/ PA 0 -100.00 0
2025-07-17 13F Emerald Advisors, LLC 48,312 11.33 1,577 27.69
2025-08-08 13F Pnc Financial Services Group, Inc. 553,546 -16.16 18,073 -3.82
2025-08-12 13F Coldstream Capital Management Inc 7,680 -0.18 251 14.68
2025-08-07 13F Sierra Ocean, Llc 277 0.00 9 28.57
2025-07-23 13F Equitable Trust Co 17,439 0.00 569 14.72
2025-07-24 13F Costello Asset Management, INC 405 0.00 13 18.18
2025-07-14 13F Kfg Wealth Management, Llc 11,181 2.05 365 17.36
2025-07-25 13F Apollon Wealth Management, LLC 11,444 -2.33 374 12.01
2025-08-06 13F Moors & Cabot, Inc. 16,595 6.04 542 21.57
2025-07-29 13F Beverly Hills Private Wealth, LLC 9,776 -12.57 319 0.31
2025-07-22 13F Merit Financial Group, LLC 36,011 -15.39 1,176 -2.97
2025-07-01 13F Harbor Investment Advisory, Llc 1,376 0.00 45 12.82
2025-08-11 13F Alteri Wealth LLC 16,941 0.02 553 14.73
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100.00 0
2025-08-06 13F Stone House Investment Management, LLC 414 0.00 14 18.18
2025-07-02 13F HBW Advisory Services LLC 14,413 -6.29 471 7.55
2025-08-14 13F Sei Investments Co 7,690 251
2025-08-13 13F Ally Invest Advisors Inc. 19,102 6.02 624 21.68
2025-08-08 13F Hartland & Co., LLC 1,292 524.15 42 740.00
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-08-08 13F Larson Financial Group LLC 0 -100.00 0
2025-08-15 13F Kestra Advisory Services, LLC 349,172 4.67 11,400 20.08
2025-07-23 13F Venturi Wealth Management, LLC 8,219 268
2025-07-08 13F Strategic Advocates LLC 40,494 -2.41 1,322 12.03
2025-07-08 13F Granite Bay Wealth Management, LLC 106,013 -13.06 3 0.00
2025-07-15 13F Compagnie Lombard Odier SCmA 5,000 25.00 163 44.25
2025-06-27 13F Copley Financial Group, Inc. 81 0.00 3 0.00
2025-07-17 13F Archford Capital Strategies, LLC 21,221 -7.79 693 5.81
2025-07-24 13F Vantage Point Financial LLC 8,002 0.00 261 14.98
2025-08-13 13F Russell Investments Group, Ltd. 0 -100.00 0
2025-08-11 13F NewEdge Wealth, LLC 15,500 58.88 518 87.00
2025-08-14 13F Frisch Financial Group, Inc. 15,793 0.00 1
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 13,319 0.52 435 15.12
2025-07-29 13F Private Trust Co Na 470 0.00 15 15.38
2025-08-13 13F EverSource Wealth Advisors, LLC 386 -61.48 13 -57.14
2025-07-08 13F Nbc Securities, Inc. 2,905 3.34 0
2025-08-08 13F Avantax Advisory Services, Inc. 106,265 0.64 3,470 15.44
2025-08-13 13F Transce3nd, LLC 800 0.00 26 18.18
2025-08-01 13F Bessemer Group Inc 24,380 0.00 1
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-05 13F Westside Investment Management, Inc. 200 0.00 7 20.00
2025-08-06 13F Prospera Financial Services Inc 13,434 439
2025-08-08 13F SBI Securities Co., Ltd. 5,273 20.80 172 38.71
2025-07-22 13F Coastal Investment Advisors, Inc. 0 -100.00 0
2025-07-22 13F Beacon Financial Advisory LLC 12,339 -16.50 403 -4.29
2025-08-15 13F CI Private Wealth, LLC 16,927 -83.21 553 -80.72
2025-07-22 13F Simplicity Wealth,LLC 10,993 0.00 359 14.74
2025-08-08 13F Emerald Investment Partners, Llc 321 10
2025-08-12 13F Nemes Rush Group LLC 0 -100.00 0
2025-08-13 13F Capital Analysts, Inc. 621 0.00 0
2025-08-18 13F N.E.W. Advisory Services LLC 138 81.58 5 100.00
2025-07-22 13F Wealthcare Advisory Partners LLC 27,740 -11.50 906 1.46
2025-07-25 13F Atria Wealth Solutions, Inc. 121,608 -3.38 3,980 11.08
2025-07-17 13F Fiduciary Advisors, Inc. 213 0.00 7 0.00
2025-07-24 13F JB Capital LLC 7,431 -0.96 243 13.62
2025-08-14 13F Peak6 Llc Call 13,500 0.00 441 14.58
2025-07-30 13F/A Alpha Wealth Funds, LLC 26,367 -3.73 861 10.40
2025-08-14 13F Synovus Financial Corp 10,092 330
2025-08-06 13F North Capital, Inc. 1,000 33
2025-05-05 13F Lindbrook Capital, Llc 938 0.00 27 -10.34
2025-08-14 13F Susquehanna International Group, Llp Put 18,100 591
2025-08-14 13F Susquehanna International Group, Llp 154,602 315.97 5,048 377.48
2025-08-14 13F Susquehanna International Group, Llp Call 87,700 130.18 2,863 164.11
2025-07-07 13F Trust Co 206 0.00 7 20.00
2025-08-12 13F Change Path, LLC 54,851 -19.94 1,791 -8.16
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