Mga Batayang Estadistika
Pemilik Institusional | 175 total, 175 long only, 0 short only, 0 long/short - change of 5.39% MRQ |
Alokasi Portofolio Rata-rata | 0.3021 % - change of -15.62% MRQ |
Saham Institusional (Jangka Panjang) | 4,966,282 (ex 13D/G) - change of -0.02MM shares -0.40% MRQ |
Nilai Institusional (Jangka Panjang) | $ 661,464 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF (US:GLTR) memiliki 175 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 4,966,282 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Cape Cod Five Cents Savings Bank, LPL Financial LLC, Cullen/frost Bankers, Inc., Northwestern Mutual Wealth Management Co, Wealth Enhancement Advisory Services, Llc, Colony Group, LLC, and Sequoia Financial Advisors, LLC .
Struktur kepemilikan institusional abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF (ARCA:GLTR) 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 151.14 / share. Previously, on September 6, 2024, the share price was 105.67 / share. This represents an increase of 43.03% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Altfest L J & Co Inc | 3,157 | -31.96 | 436 | -27.33 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 165 | 0.00 | 23 | 4.76 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 5,009 | 0.00 | 692 | 6.64 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,105 | 14.09 | 291 | 21.85 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,441 | 51.98 | 614 | 62.17 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 1,927 | 6.17 | 266 | 13.68 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 7,000 | -5.57 | 967 | 0.83 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 76 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 1,500 | 207 | ||||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 5,639 | 0.00 | 779 | 6.71 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 1,420 | 203 | ||||||
2025-05-07 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,818 | 106.01 | 1,080 | 119.96 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 804 | -50.00 | 111 | -46.63 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1,720 | 0.00 | 238 | 6.76 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 51,141 | -13.99 | 7,065 | -8.21 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3,190 | 88.76 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 3,517 | 19.59 | 486 | 27.63 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 78,280 | -8.52 | 10,814 | -2.39 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 1,786 | 247 | ||||||
2025-08-11 | 13F | Amara Financial, Llc. | 4,766 | -0.02 | 658 | 6.65 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 9,547 | 14.01 | 1,309 | 22.11 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 27,099 | -2.68 | 3,744 | 3.83 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1,540 | -5.81 | 213 | 0.47 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 1,712 | 237 | ||||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,389 | 0.53 | 468 | 7.83 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 505 | -27.34 | 70 | -22.47 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 13,169 | 0.00 | 1,819 | 6.75 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29,031 | 0.13 | 4,011 | 6.85 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54,014 | -18.46 | 7,462 | -12.98 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 2 | 0.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,633 | 4,848.48 | 226 | 7,400.00 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 394 | 0.00 | 54 | 5.88 | ||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 275,242 | 0.00 | 31,182 | 0.00 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 5,801 | -1.02 | 801 | 5.67 | ||||
2025-07-21 | 13F | Matauro, Llc | 2,698 | -2.56 | 373 | 3.91 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1,956 | 2.62 | 270 | 9.76 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 253 | 0.00 | 35 | 6.25 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 1,758 | -8.96 | 243 | -3.20 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 25,816 | 4.42 | 3,567 | 11.43 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 48,719 | -16.93 | 6,818 | -3.69 | ||||
2025-07-17 | 13F | XML Financial, LLC | 2,050 | 2.50 | 283 | 9.69 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 2 | 0.00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,809 | 4.50 | 941 | 11.51 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1,930 | 267 | ||||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 200 | 0.00 | 28 | 8.00 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 2,082 | -65.76 | 289 | -61.87 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,619 | -71.74 | 224 | -69.91 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 215 | 7.50 | 30 | 16.00 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 4,090 | 1 | ||||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 58 | 0.00 | 8 | 14.29 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46,028 | -0.38 | 6,359 | 6.29 | ||||
2025-08-05 | 13F | Huntington National Bank | 31 | 6.90 | ||||||
2025-08-07 | 13F | PFG Advisors | 2,807 | 16.72 | 388 | 24.44 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 33,743 | 1.07 | 4,662 | 7.84 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,921 | -0.40 | 3,857 | 6.28 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 200 | 0.00 | 28 | 8.00 | ||||
2025-08-12 | 13F | Argent Trust Co | 1,558 | 0.00 | 215 | 6.97 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2,118 | -42.96 | 293 | -39.17 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 78,509 | -9.29 | 10,846 | -3.21 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 112,693 | -3.28 | 15,568 | 3.20 | ||||
2025-08-14 | 13F | Parvin Asset Management, LLC | 113 | 0.00 | 16 | 7.14 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 29,225 | 4,037 | ||||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 3,244 | -12.40 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 10,131 | 23.16 | 1 | 0.00 | ||||
2025-08-14 | 13F | UBS Group AG | 42,974 | 1.74 | 5,937 | 8.56 | ||||
2025-07-23 | 13F | Friedenthal Financial | 687 | 0.00 | 95 | 6.82 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 335,786 | 2.94 | 46,389 | 9.84 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,062 | 0.00 | 423 | 6.82 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 3,229 | -12.47 | 446 | -6.50 | ||||
2025-08-12 | 13F | MAI Capital Management | 368 | -1.60 | 51 | 4.17 | ||||
2025-08-14 | 13F | Fmr Llc | 10 | 0.00 | 1 | 0.00 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 214,960 | -6.68 | 29,697 | -0.42 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 128,897 | -2.50 | 17,807 | 4.04 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7,385 | -9.24 | 1,020 | -3.13 | ||||
2025-04-11 | 13F | First Affirmative Financial Network | 2,720 | -1.31 | 352 | 16.56 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 65,706 | 0.38 | 9,077 | 7.12 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 138,061 | 77.40 | 19,073 | 89.31 | ||||
2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 2,378 | 18.84 | 329 | 26.64 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3,240 | -10.00 | 448 | -4.08 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 41 | 6 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 1,797 | 0.00 | 248 | 6.90 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 9,672 | -22.22 | 1,336 | -16.97 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 26,013 | 18.19 | 3,594 | 26.11 | ||||
2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 7,800 | -10.69 | 1,010 | 5.32 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2,556 | -95.51 | 355 | -95.19 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 193,244 | 0.90 | 27,043 | 9.07 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 2,600 | 0.00 | 361 | 7.44 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 2,364 | -5.36 | 327 | 0.93 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 1,528 | 211 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 100 | 14 | ||||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 | 0.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,705 | 13.61 | 374 | 21.10 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 1,284 | 2,417.65 | 177 | 2,850.00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 172,843 | 17.93 | 23,878 | 25.84 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 276 | -8.61 | 38 | 5.56 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6,132 | 9.25 | 847 | 16.67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 128 | 0.00 | 18 | 6.25 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,415 | 26.38 | 4 | 50.00 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,552 | 0.00 | 353 | 6.67 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 7,744 | -10.81 | 1,070 | -4.89 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 18,229 | 1.52 | 2,517 | 8.30 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5,211 | 6.43 | 720 | 13.59 | ||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9,422 | 0.00 | 1,302 | 6.73 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 100 | 0.00 | 14 | 8.33 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 172,490 | -9.30 | 23,829 | -3.22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 1,736 | 240 | ||||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 502,315 | 66.31 | 69,395 | 77.46 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 74,931 | -3.46 | 10,352 | 3.01 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,377 | -43.07 | 1,157 | -39.27 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 350,248 | -4.96 | 48,387 | 1.41 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1,784 | 246 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 1,466 | -45.32 | 208 | -41.57 | ||||
2025-08-05 | 13F | SS&H Financial Advisors, Inc. | 2,000 | 276 | ||||||
2025-08-14 | 13F | Mariner, LLC | 18,179 | 3.55 | 2,511 | 10.52 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 151,650 | 1.95 | 20,950 | 8.78 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 32,216 | -5.75 | 4,451 | 0.56 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 76 | -25.49 | 10 | -23.08 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 211 | 29 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 1,633 | 0.00 | 226 | 6.64 | ||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 105,880 | -4.37 | 14,627 | 2.04 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Solitude Financial Services | 61,936 | -8.78 | 8,556 | -2.66 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 2,039 | 282 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 391 | 0.00 | 54 | 8.00 | ||||
2025-08-12 | 13F/A | Castellan Group, LLC | 41,837 | -12.36 | 5,780 | -6.49 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 14,066 | 64.23 | 1,943 | 75.36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 409 | 176.35 | 57 | 194.74 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 3,300 | 0.00 | 456 | 6.56 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2,764 | -7.25 | 382 | -1.04 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 60,954 | -20.30 | 8,421 | -14.96 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81,433 | 3.97 | 11 | 10.00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 54 | 0.00 | 7 | 16.67 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 1,609 | 222 | ||||||
2025-07-16 | 13F | West Branch Capital LLC | 2,965 | 0.00 | 410 | 6.79 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 4,033 | -85.22 | 557 | -84.23 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 1,306 | -94.11 | 180 | -92.60 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27,529 | 74.97 | 3,803 | 86.70 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 267 | 0.00 | 37 | 5.88 | ||||
2025-08-08 | 13F | Creative Planning | 8,916 | 2.78 | 1,232 | 9.62 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 740 | 0.00 | 102 | 7.37 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 69,351 | -9.14 | 9,581 | -3.05 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 36 | -80.95 | 5 | -83.33 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 200 | 0.00 | 28 | 28.57 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,584 | -2.88 | 219 | 3.32 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 8,388 | 21.37 | 1,159 | 29.53 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1,566 | 216 | ||||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 6,119 | -3.49 | 845 | 3.05 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,164 | 97.38 | 437 | 111.11 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 50,288 | 6,947 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 802 | 0.00 | 111 | 6.80 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,977 | -0.77 | 411 | 5.93 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 174 | 0.00 | 58 | 163.64 | ||||
2025-08-07 | 13F | Nwam Llc | 3,492 | -26.90 | 483 | -22.01 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 12,187 | 472.43 | 1,673 | 508.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 382 | 0.53 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 3,078 | 425 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7,989 | -52.10 | 1,104 | -48.91 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 246 | 100.00 | 34 | 120.00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,133 | 295 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,580 | 1,876 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Tactive Advisors, LLC | 5,398 | -6.40 | 746 | 35.45 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 65 | 0.00 | 9 | 0.00 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4,390 | -0.52 | 606 | 6.13 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 6,737 | 308.80 | 931 | 336.62 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,935 | -7.55 | 267 | -1.11 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 4,962 | -45.28 | 686 | -41.65 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 38,467 | -20.80 | 5,314 | -15.49 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 100 | 0.00 | 14 | 8.33 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2,270 | 0.00 | 314 | 6.83 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 100 | 14 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 100 | 0.00 | 14 | 8.33 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 780 | 108 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 243,250 | 7.56 | 33,605 | 14.77 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 214,133 | -32.34 | 29,582 | -27.81 | ||||
2025-08-07 | 13F | Commerce Bank | 2,990 | 0.00 | 413 | 6.72 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,822 | 0.00 | 252 | 6.81 |
Other Listings
MX:GLTR |