Mga Batayang Estadistika
| Pemilik Institusional | 203 total, 203 long only, 0 short only, 0 long/short - change of -4.67% MRQ |
| Alokasi Portofolio Rata-rata | 0.1807 % - change of 1.77% MRQ |
| Saham Institusional (Jangka Panjang) | 22,642,366 (ex 13D/G) - change of -2.75MM shares -10.83% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 486,180 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco DB Commodity Index Tracking Fund (US:DBC) memiliki 203 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 22,642,366 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Wells Fargo & Company/mn, HighVista Strategies LLC, Morgan Stanley, Deutsche Bank Ag\, Quadrature Capital Ltd, Lockheed Martin Investment Management Co, Envestnet Asset Management Inc, Palumbo Wealth Management LLC, and Victory Capital Management Inc .
Struktur kepemilikan institusional Invesco DB Commodity Index Tracking Fund (ARCA:DBC) 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 22.03 / share. Previously, on September 6, 2024, the share price was 21.27 / share. This represents an increase of 3.57% over that period.
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15,609 | -0.32 | 340 | -3.41 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 13,321 | -4.67 | 291 | -7.64 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 45,600 | 0.00 | 952 | -5.08 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 12,141 | 0.00 | 265 | -3.30 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 71,852 | 263.42 | 1,581 | 243.48 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 14,384 | 0.00 | 314 | 2.62 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11,732 | 0.00 | 256 | -3.04 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 565 | 0.00 | 12 | 0.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 10,150 | 0.00 | 221 | -3.07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,752 | 13.21 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 105,533 | -82.68 | 2,302 | -83.22 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 250,691 | 0.00 | 5,468 | -3.07 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,698 | 130.97 | 124 | 125.45 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 25,078 | 0.00 | 547 | -3.19 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 442 | 10 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 18,600 | -3.12 | 406 | -6.25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 135,004 | -4.07 | 2,945 | -6.98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 45,085 | -38.42 | 983 | -40.32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Css Llc/il | 132,642 | 6.44 | 2,893 | 3.18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 259,535 | 6.65 | 5,660 | 3.38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 100 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 619 | 13 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 794 | -0.13 | 17 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 35,710 | 27.48 | 779 | 23.49 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 70,900 | 0.00 | 1,546 | -3.07 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 12,775 | 0.00 | 279 | -3.14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,405 | 0.00 | 74 | -2.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 1,254 | 27 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4,358 | 95 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 14,234 | 310 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 30,765 | -0.29 | 671 | 3.72 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 29,635 | 0.00 | 646 | -3.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 284 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,031 | 9.47 | 219 | 5.83 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,051 | 51.01 | 23 | 57.14 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 67,522 | 17.99 | 1,473 | 14.37 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 796,744 | 331.89 | 17,373 | 318.53 | ||||
| 2025-04-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 138,509 | -2.65 | 3,021 | -5.65 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,470 | 0.00 | 54 | -3.64 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 100 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 68 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 33,621 | -1.79 | 733 | -4.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,001 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 12,500 | -37.50 | 273 | -39.56 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,132 | 0.00 | 47 | -2.13 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 241 | 0.00 | 5 | 0.00 | ||||
| 2025-04-17 | 13F | Copia Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 22,469 | -2.15 | 0 | |||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 21,911 | 0.00 | 478 | -3.05 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 18,493 | 0.00 | 403 | -3.12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,101 | 12.50 | 526 | 8.92 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 112 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 103,088 | -47.60 | 2,248 | -49.21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18,255 | -13.84 | 398 | -16.39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,520 | 0.00 | 382 | -3.05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,928 | 0.00 | 42 | -2.33 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41,274 | -28.97 | 900 | -31.14 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 64,668 | -1.22 | 1,410 | -4.28 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 19,456 | -7.19 | 424 | -9.98 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15,300 | 168.42 | 334 | 160.16 | |||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64,124 | 33.07 | 1,399 | 28.97 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 329 | 7 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 30,270 | 0.00 | 660 | -3.08 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 256,100 | 0.00 | 5,347 | -5.09 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 180 | 0.00 | 4 | -25.00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16,320 | 0.00 | 356 | -3.27 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 11,025 | 0.00 | 240 | -3.23 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 14,690 | 2.66 | 320 | -0.31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,721 | 26.43 | 168 | 22.63 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 412 | 0.00 | 9 | -11.11 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 136,335 | -1.22 | 2,973 | -4.25 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10,293 | 0.00 | 224 | -3.03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20,706 | 2.06 | 452 | -1.10 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,221 | -21.78 | 725 | -24.19 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 151,160 | -9.04 | 3,297 | -11.82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 67,379 | 24.02 | 1,470 | 20.21 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 12,154 | 0.00 | 265 | -2.93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,584 | -73.81 | 56 | -74.77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 170 | -99.32 | 4 | -99.46 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,938 | 0.00 | 239 | -3.25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16,618 | 0.00 | 362 | -2.95 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 12,600 | -9.42 | 275 | -12.18 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 663,300 | -20.40 | 14,467 | -22.84 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16,502 | 72.67 | 360 | 66.98 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 200 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,405 | 31.28 | 52 | 44.44 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,932 | -12.68 | 478 | -15.40 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,208 | 114 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 248 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 35 | 1 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 361 | 0.00 | 8 | 14.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98,859 | -11.29 | 2 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,408 | -18.69 | 401 | -21.22 | ||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 54,853 | -2.94 | 1,196 | -5.90 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,118 | 15.02 | 177 | 12.03 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wexford Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 751 | -17.92 | 16 | -20.00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 11,185 | 244 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14,469 | 34.92 | 316 | 30.71 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 114,500 | 0.00 | 2,391 | -5.12 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27,897 | 2.04 | 608 | -1.14 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 3,053 | 0.00 | 67 | -2.94 | ||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 12,372 | 0.00 | 270 | -3.24 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 341,625 | 34.47 | 7,451 | 30.36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 113 | 0.00 | 2 | 0.00 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,841,579 | -4.99 | 83,785 | -7.91 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,444 | 0.08 | 337 | -3.17 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 22,639 | 509 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 433,443 | 3.70 | 9,453 | 0.52 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 18,000 | 0.00 | 393 | -3.21 | ||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 40,844 | 22.38 | 891 | 18.67 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 21,276 | -0.21 | 464 | -1.90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,709 | -8.56 | 1 | |||||
| 2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34,791 | 7.53 | 759 | 4.12 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 110,244 | 3.48 | 2,404 | 0.29 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 54,245 | 6.12 | 1,183 | 2.87 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | HighVista Strategies LLC | 1,436,136 | 0.00 | 31,322 | -3.07 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 58,700 | 1 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 22,965 | -0.78 | 501 | -3.85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 561 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 77,410 | -16.82 | 1,688 | -19.35 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Strengthening Families & Communities, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 | 0 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,182 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 427 | 0 | ||||||
| 2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,591 | 4.05 | 325 | 3.17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,244 | 5.31 | 245 | 2.08 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,966 | 0.00 | 43 | -4.55 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 67,382 | 7.62 | 1,470 | 4.33 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 41,391 | 0.00 | 903 | -3.11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 66,999 | 0.44 | 1,461 | -2.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 421,754 | -23.27 | 9,198 | -25.62 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,109 | 0.00 | 24 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10 | 0.00 | 0 | |||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 22,900 | 0.00 | 478 | -4.97 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 11,241 | 0.00 | 245 | -2.78 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 493 | 8.83 | 11 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76,398 | -14.81 | 2 | -50.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 216,310 | -60.33 | 4,718 | -61.55 | ||||
| 2025-08-14 | 13F | Css Llc/il | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Man Group plc | 13,951 | -98.14 | 304 | -98.19 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 600 | 344.44 | 13 | 333.33 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 20,714 | 0.00 | 452 | -3.22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,747 | -47.19 | 213 | -48.92 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 553 | 0.00 | 12 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 729 | 33.52 | 16 | 36.36 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1,556 | 32.65 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 234,330 | -46.26 | 5,111 | -47.92 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 10,822 | 0.00 | 236 | -2.88 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 300 | 0.00 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 463 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23,794 | -76.09 | 519 | -76.86 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 39,975 | -5.31 | 877 | 0.69 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 41,864 | -11.88 | 913 | -14.51 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 21 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,910 | 8,083.33 | 107 | 10,600.00 | ||||
| 2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 18,425 | 0.00 | 402 | -3.14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,276 | -2.92 | 1,424 | -5.89 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 40,844 | 22.38 | 891 | 18.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,495 | 14.66 | 512 | 11.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44,200 | -3.90 | 964 | -6.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 130,900 | 274.00 | 2,855 | 262.64 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 52,061 | -35.75 | 1,135 | -37.74 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 | -99.74 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 470,474 | -2.73 | 10,261 | -5.72 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 17,974 | 0.64 | 392 | -2.24 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 198,598 | 4,331 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,234 | 2.52 | 49 | -2.04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 11,787 | 300.92 | 257 | 289.39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 124,334 | -86.67 | 2,703 | -87.12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | McNamara Financial Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 10,500 | 0.00 | 229 | -2.97 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 11,418 | -2.44 | 254 | -3.42 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 41,102 | 19.86 | 896 | 16.21 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 104 | 845.45 | 2 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 617,042 | -2.88 | 13,458 | -5.86 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,500 | 33 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 14,519 | -1.05 | 317 | -4.24 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 4,040 | 0.00 | 88 | -2.22 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 208,268 | 161.68 | 4,542 | 153.74 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 200 | 0.00 | 4 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 175 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,330,129 | -16.46 | 29,010 | -19.02 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3,690 | 0.00 | 80 | -3.61 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 16,996 | -6.80 | 371 | -9.76 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 131 | 3 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 11,818 | -8.22 | 258 | -11.07 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52,818 | 22.62 | 1,152 | 18.89 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11,711 | -1.81 | 255 | -4.85 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,378 | -4.86 | 248 | -7.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 411 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,055,975 | -2.42 | 88,461 | -5.41 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 439,100 | 0.00 | 9,577 | -3.07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,249 | 20.35 | 202 | 16.86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 388 | -3.00 | ||||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-10 | 13F/A | Militia Capital Partners, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1,334 | 0.00 | 29 | -3.33 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,167 | 1.01 | 811 | -2.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38,356 | 10.64 | 837 | 7.18 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 37,790 | 825 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 186,597 | -0.84 | 4,070 | -3.90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21,247 | -0.61 | 463 | -3.54 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 20,450 | -12.79 | 446 | -15.37 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,214,600 | 25.89 | 26,490 | 22.03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 328,514 | 1.36 | 7,165 | -1.76 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15,271 | -11.46 | 333 | -14.18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,369 | -6.21 | 575 | -9.02 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 86,231 | -15.64 | 1,881 | -18.26 |
