Mga Batayang Estadistika
| Pemilik Institusional | 170 total, 170 long only, 0 short only, 0 long/short - change of 7.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.2140 % - change of -22.17% MRQ |
| Saham Institusional (Jangka Panjang) | 16,073,254 (ex 13D/G) - change of 0.68MM shares 4.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 443,240 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares, Inc. - iShares Emerging Markets Dividend ETF (US:DVYE) memiliki 170 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 16,073,254 saham. Pemegang saham terbesar meliputi Auto-Owners Insurance Co, Creative Planning, Bank Of America Corp /de/, Morgan Stanley, Keybank National Association/oh, Susquehanna International Group, Llp, UBS Group AG, BCJ Capital Management, LLC, Assetmark, Inc, and LPL Financial LLC .
Struktur kepemilikan institusional iShares, Inc. - iShares Emerging Markets Dividend ETF (ARCA:DVYE) 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 29.90 / share. Previously, on September 6, 2024, the share price was 26.84 / share. This represents an increase of 11.40% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Barrett & Company, Inc. | 20,458 | 0.86 | 586 | 5.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 47,050 | 48.98 | 1,374 | 59.58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1,764 | 0.00 | 51 | 4.17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36,806 | 41.25 | 1,054 | 48.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 83,770 | 19.72 | 2,391 | 25.20 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 254,778 | 0.52 | 7,386 | 6.77 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 98 | 3 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 13 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 630 | -46.88 | 18 | -43.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 32,513 | 34.77 | 1 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,587 | 1.44 | 303 | 6.69 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10,496 | 0.00 | 301 | 4.90 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 61 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 33,029 | 2.42 | 946 | 7.50 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,197 | 1.54 | 235 | 6.36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 192,622 | -8.94 | 5,519 | -4.40 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 83,365 | 6.20 | 2,388 | 14.15 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17,694 | -2.42 | 514 | 18.20 | ||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 13,368 | -3.98 | 383 | 0.79 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 93 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 81,379 | -12.25 | 2,332 | -7.87 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,625 | 0.00 | 47 | 4.55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7,321 | 218 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 836,637 | 12.23 | 23,970 | 17.82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 32,648 | -8.97 | 935 | -4.40 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,304 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,807 | 0.02 | 1,284 | 4.99 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 145,187 | -7.43 | 4,160 | -2.80 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 8,630 | 247 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 60,614 | -10.07 | 1,737 | -5.60 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,159 | -40.66 | 291 | -37.69 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,182 | 234 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 441,218 | 88.97 | 12,641 | 98.40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 806 | 0.00 | 23 | 9.52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 25 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84,822 | 6.43 | 2,430 | 11.78 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11,558 | 90.73 | 331 | 100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,363 | 0.00 | 39 | 5.41 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 174,088 | 0.73 | 4,988 | 5.75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,584 | 389 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 82,742 | 4.65 | 2,371 | 9.87 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 64,470 | 28.17 | 1,847 | 34.62 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,426 | -15.09 | 241 | -10.74 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 7,735 | 222 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 39,206 | 6.97 | 1,123 | 12.30 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12,071 | 2.45 | 346 | 7.48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,012 | 29 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,926 | -20.65 | 170 | -16.75 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 42,568 | -0.27 | 1,220 | 4.73 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 21,470 | -0.92 | 615 | 4.06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52,250 | -0.81 | 1,497 | 4.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,100 | 0.00 | 433 | 4.85 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 93,558 | 5.89 | 2,680 | 11.16 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 7,865 | 0.31 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 13,809 | 1.72 | 396 | 6.76 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 51,658 | 0.00 | 1,480 | 5.04 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 33,399 | 0.01 | 957 | 4.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,280 | 4.16 | 123 | 8.93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 134,213 | 2.11 | 3,845 | 7.04 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 106,247 | -1.02 | 3,044 | 3.89 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7,500 | 0.00 | 215 | 4.90 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 38,705 | -0.88 | 1,109 | 4.04 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 160 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 193 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,055,657 | 6.43 | 30,245 | 11.73 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 537,629 | 9.54 | 15,403 | 15.01 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5,800 | 0.00 | 166 | 5.06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9,600 | 62.71 | 275 | 70.81 | |||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6,166 | -3.04 | 177 | 1.73 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 185 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,495 | -0.47 | 43 | 2.44 | ||||
| 2025-07-31 | 13F | City State Bank | 185 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 11,041 | 0.12 | 316 | 5.33 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10,177 | -7.88 | 292 | -3.32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 230 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16,820 | -20.57 | 482 | -16.64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 38,579 | 0.78 | 1,105 | 5.84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 168,700 | 33.27 | 4,833 | 39.92 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 250,000 | 0.00 | 7,162 | 4.98 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 169,742 | 225.26 | 4,863 | 241.50 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 46,835 | 8.70 | 1,342 | 14.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 350 | -60.09 | 10 | -54.55 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 86 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 242,344 | 1.31 | 6,943 | 6.36 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 52,755 | 4.71 | 1,511 | 9.97 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 830,564 | 63.90 | 23,796 | 72.07 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 176,795 | -3.82 | 5,065 | 0.98 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8,122 | 2.45 | 234 | 14.22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26,658 | -0.04 | 764 | 4.95 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 162,431 | -3.63 | 4,654 | 1.17 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,013 | 201 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 281 | 0.00 | 8 | 14.29 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16,310 | -56.47 | 467 | -54.31 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 78,011 | 2,235 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 824,572 | 5.57 | 23,624 | 10.82 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 25,300 | 0.00 | 725 | 4.93 | ||||
| 2025-05-12 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 131,280 | 7.41 | 3,761 | 12.77 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 8,315 | 0.00 | 238 | 5.31 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 22,725 | 2.25 | 651 | 7.43 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,091,204 | -1.09 | 31,263 | 3.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45,368 | 243.98 | 1,300 | 261.84 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 18 | -81.63 | 2 | -88.89 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 625 | 8.70 | 18 | 13.33 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 47,410 | 5.57 | 1,294 | 11.47 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 72,798 | 2,086 | ||||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 13,744 | -50.01 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 11,783 | 23.84 | 338 | 30.12 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 267,953 | 0.00 | 7,677 | 4.98 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 488 | 0.00 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10,116 | 58.78 | 288 | 64.94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 65,306 | -26.99 | 1,871 | -23.32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 443,692 | -1.53 | 12,712 | 3.38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 89,009 | -7.88 | 2,517 | -1.10 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 91 | 3 | ||||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 190,610 | 1.36 | 5,461 | 6.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,490 | 47.90 | 157 | 55.45 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 72,073 | -12.32 | 1,967 | -7.40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 16,847 | -6.76 | 483 | -2.23 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5,797 | 0.00 | 166 | 5.06 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 83,365 | 9.46 | 2,388 | 14.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 893,254 | -17.15 | 25,592 | -13.02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,445 | 0.00 | 70 | 6.06 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7,919 | 227 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1,839 | 53 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43,417 | -18.83 | 1,244 | -14.80 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,344 | 0.00 | 67 | 6.35 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,391 | 1.63 | 355 | 6.63 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 857 | 0.00 | 25 | 4.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 27,256 | 781 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 42,647 | 3.03 | 1,222 | 8.15 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 43,529 | -16.23 | 1,247 | -12.06 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 193,626 | 12.43 | 6 | 25.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 15,709 | 1.35 | 450 | 6.64 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,435 | -12.95 | 1,531 | -8.66 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,070 | 4.30 | 260 | 9.28 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16,000 | 458 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 221,610 | 42.12 | 6,349 | 49.21 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 57,404 | 1,645 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 30,611 | 35.05 | 877 | 46.90 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 24,006 | 4.21 | 688 | 9.39 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 58 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 23,230 | 1 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 271 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 107,336 | -5.64 | 3,075 | -0.93 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15,514 | -6.48 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 939 | -9.62 | 27 | -7.14 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 192,192 | 44.55 | 6 | 66.67 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 0.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 40 | 2.56 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 89,179 | -0.74 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 372,105 | 2,155.46 | 10,661 | 2,268.89 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24,712 | 674 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 73,201 | 0.00 | 2,192 | 8.89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 232,639 | 8.43 | 6,665 | 13.83 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16,000 | 0.00 | 437 | 5.57 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7,594 | -1.96 | 218 | 2.84 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7,022 | 201 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 256,538 | 25.57 | 7,350 | 31.82 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22,365 | 60.21 | 641 | 68.42 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1,750,000 | -31.70 | 50,138 | -83.32 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,536 | -10.50 | 331 | -5.98 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 72 | 2 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 630 | 0.00 | 18 | 5.88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,199 | 41.30 | 92 | 49.18 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 184 | 0 | ||||||
| 2025-07-10 | 13F | Security National Bank | 4,947 | 0.69 | 142 | 5.22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,065 | -4.00 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,409 | 0.01 | 241 | 4.80 |
