GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
US ˙ NasdaqGM ˙ US33737A1088

Mga Batayang Estadistika
Pemilik Institusional 315 total, 315 long only, 0 short only, 0 long/short - change of 5.00% MRQ
Alokasi Portofolio Rata-rata 0.2853 % - change of 20.03% MRQ
Saham Institusional (Jangka Panjang) 11,061,443 (ex 13D/G) - change of 0.30MM shares 2.81% MRQ
Nilai Institusional (Jangka Panjang) $ 1,447,511 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (US:GRID) memiliki 315 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 11,061,443 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Traphagen Investment Advisors Llc, Raymond James Financial Inc, Ameriprise Financial Inc, Gitterman Wealth Management, LLC, and Arlington Financial Advisors, LLC .

Struktur kepemilikan institusional First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NasdaqGM:GRID) 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 143.26 / share. Previously, on September 6, 2024, the share price was 115.58 / share. This represents an increase of 23.95% over that period.

GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 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.

GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 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
(%)
2025-07-23 13F Meitav Dash Investments Ltd 197,002 0.00 27,387 22.89
2025-08-12 13F Wealthbridge Capital Management, Llc 29,626 9.66 4,119 34.75
2025-08-06 13F Wedbush Securities Inc 12,475 -5.74 2 0.00
2025-08-11 13F Perennial Investment Advisors, LLC 2,529 13.97 352 39.84
2025-07-29 13F Kraft, Davis & Associates, LLC 2,604 -11.64 375 13.29
2025-08-05 13F Tsfg, Llc 45 2.27 0
2025-08-12 13F LPL Financial LLC 895,102 15.81 124,437 42.31
2025-05-12 13F Beaumont Financial Advisors, LLC 0 -100.00 0
2025-08-05 13F American Institute for Advanced Investment Management, LLP 26,540 14.27 1,815 19.66
2025-08-18 13F Geneos Wealth Management Inc. 438 0.00 61 22.45
2025-05-15 13F FSA Wealth Management LLC 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 180,574 2.02 25 25.00
2025-08-04 13F Kovack Advisors, Inc. 1,944 -4.42 270 17.39
2025-08-12 13F Cornerstone Wealth Management, LLC 12,423 19.82 1,727 47.35
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-07-24 13F Ronald Blue Trust, Inc. 1,104 0.00 153 23.39
2025-08-14 13F Dagco, Inc. 352 49
2025-07-18 13F Trust Co Of Vermont 200 0.00 28 22.73
2025-08-08 13F Share Andrew L. 2,490 0.00 346 23.13
2025-04-15 13F Transform Wealth, LLC 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 803 -27.40 112 -15.27
2025-08-11 13F Citigroup Inc 81,236 1.65 11,293 24.91
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 4,242 2.69 590 26.12
2025-08-15 13F Morgan Stanley 1,513,737 6.52 210,440 30.90
2025-07-28 13F RFG Advisory, LLC 21,009 3.74 2,921 27.46
2025-05-13 13F Prudential Plc 0 -100.00 0 -100.00
2025-05-08 13F 360 Financial, Inc. 0 -100.00 0 -100.00
2025-08-29 13F Centaurus Financial, Inc. 865 -3.35 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 19,277 -41.98 2,680 -28.71
2025-08-14 13F Integrated Wealth Concepts LLC 11,163 -1.94 1,552 20.51
2025-08-14 13F GWM Advisors LLC 11,775 -37.66 1,637 -23.41
2025-08-14 13F Snowden Capital Advisors LLC 57,502 4.43 7,994 28.32
2025-08-04 13F Cottage Street Advisors LLC 4,974 4.36 692 28.20
2025-07-23 13F Waycross Investment Management Co 2,605 362
2025-07-17 13F Janney Montgomery Scott LLC 43,963 3.98 6 50.00
2025-08-07 13F Proficio Capital Partners LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 3,354 27.87 466 55.85
2025-08-01 13F Envestnet Asset Management Inc 66,115 2.63 9,191 26.13
2025-08-08 13F Wiser Advisor Group LLC 10,335 1,437
2025-08-13 13F Per Stirling Capital Management, LLC. 4,107 -7.98 571 13.10
2025-07-16 13F Cambridge Advisors Inc. 4,675 152.84 650 210.53
2025-07-17 13F Montis Financial, LLC 15,156 -6.69 2,107 14.64
2025-07-29 13F Signature Estate & Investment Advisors Llc 3,433 477
2025-08-13 13F Northwestern Mutual Wealth Management Co 20,381 1,385.50 2,833 1,727.74
2025-08-04 13F Mesirow Financial Investment Management, Inc. 7,777 24.29 1,081 52.90
2025-04-22 13F Bright Futures Wealth Management, LLC. 9,345 -5.10 1,033 -12.17
2025-08-14 13F Mariner, LLC 9,192 -6.65 1,278 14.73
2025-07-14 13F Sowell Financial Services LLC 4,326 18.36 601 45.52
2025-08-12 13F Main Management LLC 486 0.62 0
2025-05-13 13F BlackDiamond Wealth Management Inc. 0 -100.00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 77 11
2025-07-16 13F Signature Resources Capital Management, LLC 63 0.00 9 14.29
2025-08-01 13F Belvedere Trading LLC Call 2,100 292
2025-08-12 13F Richard W. Paul & Associates, LLC 22 4.76 3 50.00
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-07 13F Rathbone Brothers plc 17,262 0.42 2,400 23.41
2025-08-14 13F Operose Advisors LLC 296 0.34 41 24.24
2025-08-13 13F Keystone Financial Group 3,443 26.49 479 55.70
2025-08-14 13F Comerica Bank 8,267 -1.89 1,149 20.57
2025-05-14 13F Atomi Financial Group, Inc. 0 -100.00 0
2025-05-05 13F Lindbrook Capital, Llc 195 -40.00 22 -42.11
2025-08-04 13F Daymark Wealth Partners, Llc 3,633 9.73 505 35.03
2025-08-12 13F Quantum Private Wealth, LLC 3,748 521
2025-08-08 13F Capital Investment Advisory Services, LLC 1,851 0.00 257 22.97
2025-08-08 13F Foundations Investment Advisors, LLC 1,683 -5.93 234 15.84
2025-09-04 13F/A Advisor Group Holdings, Inc. 88,166 15.66 12,220 41.66
2025-07-25 13F We Are One Seven, LLC 2,739 13.94 381 40.22
2025-07-30 13F Principle Wealth Partners Llc 2,458 -3.80 342 17.99
2025-08-07 13F Kestra Private Wealth Services, Llc 8,768 1,219
2025-07-18 13F Dogwood Wealth Management LLC 2 -98.81 0 -100.00
2025-08-04 13F One Day In July LLC 1,561 217
2025-08-13 13F Brown Advisory Inc 3,293 0.00 458 22.85
2025-08-08 13F Your Advocates Ltd., LLP 49 0.00 7 20.00
2025-08-08 13F Larson Financial Group LLC 212 0.95 29 26.09
2025-08-12 13F Park Square Financial Group, LLC 32 0.00 4 33.33
2025-08-14 13F Nan Shan Life Insurance Co., Ltd. 30,000 -63.41 4,171 -55.05
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 40 0.00 6 25.00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,025 53.95 2,228 87.46
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-08-14 13F Vivaldi Capital Management, LLC 4,337 0.00 603 22.86
2025-07-21 13F Financial Services Advisory Inc 4,799 667
2025-08-04 13F Flagship Harbor Advisors, Llc 6,767 -1.07 941 21.60
2025-08-08 13F Intrua Financial, LLC 1,600 222
2025-08-12 13F Jpmorgan Chase & Co 14,375 5,283.90 1,998 6,560.00
2025-08-05 13F Sigma Planning Corp 12,234 5.64 1,701 29.77
2025-08-13 13F Scotia Capital Inc. 3,464 8.05 482 32.87
2025-08-14 13F Fmr Llc 2,663 -26.98 371 -10.19
2025-08-14 13F Sentinus, LLC 5,195 -7.84 722 13.34
2025-08-01 13F Motco 114 0.00 16 33.33
2025-08-08 13F/A Ignite Planners, LLC 2,493 0.00 356 19.13
2025-07-22 13F Wealthcare Capital Partners, LLC 5,438 -0.11 756 22.93
2025-05-15 13F Beaumont Capital Management, LLC 0 -100.00 0
2025-07-09 13F Dudley & Shanley, Inc. 46,900 0.00 6,520 22.90
2025-07-14 13F Signature Securities Group Corporation 6,651 2.91 925 26.40
2025-07-22 13F Wealthcare Capital Management Llc 0 -100.00 0
2025-07-23 13F REAP Financial Group, LLC 1,175 0.26 163 23.48
2025-08-18 13F Front Row Advisors LLC 44 0.00 6 50.00
2025-04-30 13F Cerity Partners LLC 0 -100.00 0
2025-05-14 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2025-08-13 13F Smith, Moore & Co. 1,465 204
2025-08-12 13F Steward Partners Investment Advisory, Llc 17,195 3.37 2,390 27.06
2025-07-25 13F Clarendon Private LLC 1,489 207
2025-07-24 13F JNBA Financial Advisors 19 3
2025-07-31 13F Oppenheimer & Co Inc 42,405 17.98 5,895 44.98
2025-08-08 13F Pnc Financial Services Group, Inc. 1,174 0.00 163 23.48
2025-08-14 13F Benjamin Edwards Inc 29,532 63.37 4,106 100.73
2025-08-19 13F Advisory Services Network, LLC 3,242 10.27 461 38.86
2025-07-16 13F PFS Partners, LLC 40 2.56 6 25.00
2025-07-23 13F Clear Creek Financial Management, LLC 10,252 22.53 1,425 50.63
2025-07-30 13F TFB Advisors LLC 1,554 216
2025-08-12 13F Ci Investments Inc. 2,977 -16.77 0
2025-07-15 13F Heritage Oak Wealth Advisors Llc 8,638 0.34 1,201 23.33
2025-07-22 13F Kickstand Ventures, Llc. 27,102 -3.10 3,768 19.06
2025-04-10 13F Clarus Wealth Advisors 0 -100.00 0
2025-07-22 13F Duncan Williams Asset Management, LLC 27,102 3,768
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-07-29 13F International Assets Investment Management, Llc 14,696 68.17 2,043 106.78
2025-07-25 13F PrairieView Partners, LLC 1 0
2025-07-30 13F Prosperity Financial Group, Inc. 5,445 7.59 757 32.17
2025-08-06 13F Sound Financial Strategies Group, LLC 10,714 -3.76 1,489 18.27
2025-08-08 13F Cetera Investment Advisers 88,243 7.23 12,268 31.78
2025-08-12 13F Clearwater Capital Advisors, LLC 2,568 -0.89 357 21.84
2025-07-24 13F McKinley Carter Wealth Services, Inc. 6,172 0.03 858 23.10
2025-08-15 13F Captrust Financial Advisors 123,717 2.26 17,199 25.67
2025-08-12 13F Global Retirement Partners, LLC 1,615 -23.64 225 -11.11
2025-05-05 13F Csenge Advisory Group 0 -100.00 0 -100.00
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-04 13F Spire Wealth Management 50 -88.84 7 -88.00
2025-08-18 13F Hollencrest Capital Management 8 0.00 1
2025-07-23 13F TPG Financial Advisors, LLC 48,910 1,437.08 6,799 1,793.87
2025-07-14 13F Farmers & Merchants Investments Inc 1,048 0.00 146 22.88
2025-08-13 13F Cresset Asset Management, LLC 1,724 -20.95 240 -2.85
2025-07-28 13F Wealthspan Partners, Llc 3,269 25.59 454 54.42
2025-08-01 13F Corrado Advisors, Llc 12,030 6.81 1,672 31.24
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-21 13F Aveo Capital Partners, LLC 0 -100.00 0
2025-07-25 13F Cwm, Llc 5,055 2.87 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 89,402 0.86 12 20.00
2025-08-19 13F Asset Dedication, LLC 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3,289 67.81 457 106.79
2025-07-30 13F D.a. Davidson & Co. 9,918 79.93 1,379 121.19
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0 -100.00
2025-08-14 13F Icon Wealth Advisors, LLC 1,582 2.73 220 25.86
2025-07-15 13F Armis Advisers, LLC 7,524 95.63 1,042 133.93
2025-07-31 13F Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 37,976 0.00 5,314 23.78
2025-08-06 13F Legacy Investment Solutions, LLC 3,747 45.40 521 67.20
2025-08-01 13F Ashton Thomas Private Wealth, LLC 4,164 -1.56 579 20.92
2025-08-07 13F Private Advisory Group LLC 1,584 220
2025-07-07 13F Roxbury Financial LLC 55 -65.62 8 -61.11
2025-08-13 13F WCG Wealth Advisors LLC 20,048 40.55 2,787 72.72
2025-08-05 13F Sage Capital Management, LLC 15,075 1.57 2,096 24.78
2025-07-08 13F GK Wealth Management LLC 3,720 -4.96 517 16.97
2025-07-28 13F Arlington Financial Advisors, LLC 229,685 3.47 31,931 27.15
2025-07-25 13F Hazlett, Burt & Watson, Inc. 397 33.67 0
2025-08-11 13F Western Wealth Management, LLC 1,574 -22.84 219 -5.22
2025-07-14 13F Narus Financial Partners, LLC 1,567 218
2025-08-15 13F Kestra Advisory Services, LLC 126,653 -3.85 17,607 18.16
2025-07-23 13F Nbt Bank N A /ny 733 0.00 102 23.17
2025-08-12 13F Financial Advocates Investment Management 1,753 -7.20 244 14.08
2025-07-09 13F Fiduciary Alliance LLC 12,385 1,722
2025-08-12 13F Close Asset Management Ltd 1,187 0
2025-08-07 13F Allworth Financial LP 550 -28.29 77 -14.61
2025-08-11 13F Outlook Wealth Advisors, LLC 4,768 -0.17 663 22.59
2025-08-14 13F Hrt Financial Lp 1,895 0
2025-08-14 13F Great Valley Advisor Group, Inc. 14,554 0.19 2,023 23.13
2025-07-29 13F Stratos Wealth Partners, LTD. 16,816 17.36 2,338 44.26
2025-07-23 13F Prime Capital Investment Advisors, LLC 15,569 -31.66 2,164 -16.03
2025-07-30 13F Clune & Associates, Ltd. 1,859 -9.93 258 10.73
2025-07-23 13F Eagle Strategies LLC 19,888 1.99 2,765 25.35
2025-08-14 13F Stifel Financial Corp 199,613 8.53 27,761 33.38
2025-08-06 13F AE Wealth Management LLC 8,244 -14.63 1,146 4.95
2025-08-05 13F GPS Wealth Strategies Group, LLC 3,447 150.69 479 209.03
2025-08-06 13F Black Swift Group, LLC 48,187 12.75 6,699 38.56
2025-07-18 13F Centricity Wealth Management, LLC 171 24
2025-08-14 13F IHT Wealth Management, LLC 7,631 1.34 1,061 24.27
2025-07-21 13F Hilltop National Bank 260 35.42 36 63.64
2025-08-14 13F Citadel Advisors Llc Call 2,100 425.00 292 546.67
2025-08-15 13F First Heartland Consultants, Inc. 77,445 6.79 10,766 31.34
2025-07-24 13F Blair William & Co/il 3,069 68.81 427 107.80
2025-07-08 13F Nbc Securities, Inc. 3,524 -0.06 0
2025-08-01 13F Rossby Financial, LCC 1,087 0.00 151 17.97
2025-04-23 13F VisionPoint Advisory Group, LLC 0 -100.00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 42,183 46.55 5,864 80.10
2025-07-25 13F 1858 Wealth Management, Llc 14,554 15.22 2,023 41.57
2025-07-22 13F Kraematon Investment Advisors, Inc 12,929 -1.07 1,797 21.58
2025-08-04 13F Northwest Financial Advisors 1,721 -16.33 239 3.02
2025-08-06 13F Walkner Condon Financial Advisors LLC 4,013 -2.76 558 19.53
2025-08-07 13F PCG Wealth Advisors, LLC 21,591 -9.89 3,002 10.74
2025-08-08 13F Hartland & Co., LLC 108 0.00 15 25.00
2025-08-08 13F Flaharty Asset Management, LLC 13,631 -8.84 1,895 12.00
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 152 47.57 21 90.91
2025-07-17 13F Paradigm Financial Partners, Llc 27,202 -1.25 3,782 21.34
2025-08-14 13F Strive Asset Management, LLC 39,718 109.13 5,522 157.03
2025-05-12 13F Simplex Trading, Llc 0 -100.00 0
2025-08-14 13F Barometer Capital Management Inc. 1,600 222
2025-08-20 13F Forefront Wealth Partners, LLC 13,578 -1.77 1,620 3.65
2025-04-25 13F Trademark Financial Management, LLC 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 739 58.24 103 96.15
2025-08-08 13F Hedeker Wealth, LLC 12,429 9.22 1,728 34.19
2025-08-11 13F Rothschild Investment Llc 250 0.00 35 21.43
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 20,426 9.92 2,838 33.49
2025-07-15 13F MCF Advisors LLC 20 0.00 3 0.00
2025-08-14 13F Jane Street Group, Llc 24,169 -87.40 3,360 -84.53
2025-04-21 13F SILVER OAK SECURITIES, Inc 0 -100.00 0
2025-08-12 13F Winnow Wealth Llc 15 2
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 2,243 -83.62 312 -79.92
2025-08-14 13F Federation des caisses Desjardins du Quebec 3,375 690.40 469 877.08
2025-07-21 13F Crews Bank & Trust 80 0.00 11 22.22
2025-07-22 13F Mascoma Wealth Management LLC 288 0.00 40 25.00
2025-08-07 13F Brio Consultants, LLC 0 -100.00 0 -100.00
2025-07-21 13F Barrett & Company, Inc. 30 4
2025-08-13 13F Stablepoint Partners, LLC 1,591 221
2025-08-14 13F D. E. Shaw & Co., Inc. 15,685 0.00 2,181 22.89
2025-08-04 13F L.m. Kohn & Company 0 -100.00 0
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 21,299 -0.19 3 0.00
2025-07-09 13F Presidio Capital Management, LLC 96,428 3.64 13,405 27.35
2025-08-26 13F/A Thrivent Financial For Lutherans 18,820 3
2025-08-12 13F Journey Strategic Wealth Llc 4,151 -4.05 577 18.00
2025-07-30 13F Princeton Global Asset Management LLC 3,172 0.19 441 23.18
2025-08-08 13F Kingsview Wealth Management, LLC 15,436 6.73 2,146 31.11
2025-08-12 13F CIBC Private Wealth Group, LLC 22 0.00 3 50.00
2025-07-28 13F Moran Wealth Management, LLC 3,000 417
2025-08-14 13F Bank Of America Corp /de/ 1,193,672 5.43 165,944 29.56
2025-07-31 13F Money Design Co.,Ltd. 18,740 -16.38 3 0.00
2025-07-09 13F WealthCare Investment Partners, LLC 10,546 39.31 1,475 76.32
2025-08-14 13F Pecaut & Co. 25,810 0.02 3,588 22.92
2025-07-30 13F Bogart Wealth, LLC 27,569 7.17 3,833 31.68
2025-07-22 13F Merit Financial Group, LLC 1,761 -0.56 245 22.00
2025-08-05 13F Provident Co of the Employees of the Hebrew University LTD 13,420 0.00 1,867 23.01
2025-08-08 13F Creative Planning 2,128 4.26 296 28.26
2025-08-06 13F Moors & Cabot, Inc. 3,778 0.61 525 23.82
2025-08-12 13F Gitterman Wealth Management, LLC 247,187 1.27 34,363 24.44
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0 -100.00
2025-08-12 13F Concentrum Wealth Management 0 -100.00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 709 -4.96 99 16.67
2025-08-14 13F FIL Ltd 175,963 185.56 24,493 251.34
2025-07-31 13F Nilsine Partners, LLC 4,353 -1.14 605 21.49
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 0 -100.00 0
2025-07-18 13F Truist Financial Corp 22,358 -3.02 3,108 19.17
2025-08-12 13F Archer Investment Corp 65 0.00 9 28.57
2025-05-13 13F Hanlon Investment Management, Inc. 0 -100.00 0
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 967 109
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 499,123 3.83 69,388 27.59
2025-07-18 13F Bourgeon Capital Management Llc 0 -100.00 0
2025-08-14 13F UBS Group AG 777,164 -0.86 108,041 21.83
2025-05-16 13F Ascent Group, LLC 0 -100.00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F Eastern Bank 666 -48.53 93 -36.99
2025-07-24 13F IFP Advisors, Inc 1,836 5.52 255 30.10
2025-08-06 13F Prospera Financial Services Inc 9,006 28.57 1,255 58.26
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 9,249 -9.37 1,286 11.35
2025-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2025-05-15 13F Concorde Asset Management, LLC 0 -100.00 0
2025-08-11 13F ARS Investment Partners, LLC 9,784 1,360
2025-08-14 13F CoreCap Advisors, LLC 6,787 16.38 944 43.10
2025-07-24 13F Cascade Investment Group, Inc. 1,503 209
2025-07-23 13F Equitable Trust Co 4,939 0.00 687 22.94
2025-07-16 13F Owen LaRue, LLC 33,015 1.92 4,590 25.25
2025-08-14 13F Modern Wealth Management, LLC 58,705 672.43 8,161 850.06
2025-07-02 13F HBW Advisory Services LLC 9,995 -1.31 1,390 21.31
2025-08-12 13F Change Path, LLC 3,556 82.27 494 124.55
2025-08-12 13F Gladstone Institutional Advisory LLC 15,218 20.84 2,116 48.53
2025-07-17 13F Venture Visionary Partners LLC 11,624 -75.14 1,616 -69.45
2025-08-14 13F Fwl Investment Management, Llc 2,567 7.09 357 31.37
2025-08-13 13F Jones Financial Companies Lllp 38,925 42.31 5,391 72.68
2025-07-22 13F Foguth Wealth Management, LLC. 11,355 -7.08 1,579 14.18
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 380 55
2025-07-11 13F Seacrest Wealth Management, Llc 6,935 -5.23 964 16.57
2025-07-29 13F Private Trust Co Na 500 0.00 70 23.21
2025-07-28 13F Harbour Investments, Inc. 9,467 2.65 1,316 26.17
2025-07-14 13F Kfg Wealth Management, Llc 3,284 4.09 457 28.09
2025-07-25 13F Atria Wealth Solutions, Inc. 7,695 -0.70 1,070 22.03
2025-08-04 13F IFG Advisory, LLC 3,838 3.59 534 27.21
2025-08-26 13F Nautilus Advisors LLC 1,500 209
2025-08-08 13F Avantax Advisory Services, Inc. 33,558 7.24 4,665 31.78
2025-08-14 13F Raymond James Financial Inc 328,446 9.11 45,661 34.07
2025-07-08 13F/A Salem Investment Counselors Inc 1,550 -33.48 215 -18.25
2025-08-11 13F HighTower Advisors, LLC 82,040 20.77 11,405 48.43
2025-07-15 13F World Equity Group, Inc. 1,941 270
2025-08-08 13F Good Life Advisors, LLC 12,782 65.94 1,777 103.90
2025-08-07 13F Apeiron RIA LLC 4,985 -5.30 693 16.30
2025-08-11 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 133,000 2.31 18 28.57
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-12 13F MAI Capital Management 90 0.00 13 20.00
2025-07-30 13F Strategic Blueprint, LLC 1,883 262
2025-08-13 13F Gateway Wealth Partners, LLC 3,003 -9.00 417 11.80
2025-08-11 13F Anfield Capital Management, LLC 0 -100.00 0
2025-08-11 13F United Advisor Group, LLC 5,632 1.92 783 25.12
2025-07-23 13F Tcfg Wealth Management, Llc 27,149 0.43 3,774 23.41
2025-08-05 13F Intellectus Partners, LLC 3,941 66.15 548 104.10
2025-07-31 13F Stegent Equity Advisors, Inc. 11,443 -2.31 1,591 20.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 700 63.55 97 102.08
2025-08-06 13F Stonebridge Financial Planning Group, LLC 5,254 0.00 730 22.90
2025-08-13 13F Baird Financial Group, Inc. 3,939 -3.10 548 19.17
2025-08-05 13F Strategic Financial Concepts, LLC 2,526 -50.66 351 -39.38
2025-07-22 13F Silvia Mccoll Wealth Management, Llc 2,505 0.00 348 22.97
2025-08-12 13F Ameritas Investment Partners, Inc. 1,221 76.96 170 116.67
2025-08-11 13F Private Advisor Group, LLC 47,634 -12.17 6,622 7.94
2025-07-03 13F TrueWealth Advisors, LLC 1,494 208
2025-08-12 13F Accordant Advisory Group Inc 15 2
2025-07-23 13F SGL Investment Advisors, Inc. 4,266 -0.30 590 11.76
2025-07-31 13F Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 111,625 0.00 15,621 23.76
2025-07-23 13F Traphagen Investment Advisors Llc 346,174 0.22 48,125 23.16
2025-08-14 13F Ameriprise Financial Inc 314,059 3.74 43,634 27.56
2025-08-13 13F Russell Investments Group, Ltd. 92 -8.00 13 9.09
2025-08-14 13F Warren Averett Asset Management, LLC 3,226 448
2025-08-12 13F J.w. Cole Advisors, Inc. 3,436 478
2025-08-13 13F Transce3nd, LLC 0 -100.00 0
2025-08-14 13F Colony Group, LLC 2,556 -73.69 355 -67.70
2025-08-05 13F Transatlantique Private Wealth Llc 2,957 9.52 411 34.75
2025-07-10 13F Peoples Bank/KS 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 4,849 318.38 674 410.61
2025-07-30 13F IMG Wealth Management, Inc. 1 0.00 0
2025-04-23 13F Perigon Wealth Management, LLC 0 -100.00 0
2025-07-31 13F Buckingham Strategic Partners 2,528 351
2025-07-23 13F Ameliora Wealth Management Ltd. 23,155 -26.24 3,219 -9.35
2025-08-04 13F Assetmark, Inc 26,863 5.90 3,734 30.15
2025-07-24 13F Us Bancorp \de\ 150 0.00 21 25.00
2025-08-01 13F Chilton Capital Management Llc 0 -100.00 0
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-14 13F RMB Capital Management, LLC 0 -100.00 0
2025-07-30 13F Crewe Advisors LLC 275 175.00 38 245.45
2025-08-08 13F SBI Securities Co., Ltd. 2 0.00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 1,136 -33.80 158 -19.07
2025-07-29 13F Manchester Financial Inc 42,575 -1.54 5,919 20.97
2025-07-14 13F Golden State Equity Partners 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 149,011 2.77 20,715 26.30
2025-05-05 13F Conservest Capital Advisors, Inc. 0 -100.00 0
2025-07-24 13F rebel Financial LLC 3,164 440
2025-08-05 13F Scarborough Advisors, LLC 41 6
2025-08-08 13F Collaborative Wealth Managment Inc. 2,621 -31.62 364 -15.94
2025-08-14 13F Aprio Wealth Management, LLC 104,102 -2.08 14,472 20.33
2025-07-23 13F Gentry Private Wealth, Llc 1,465 204
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 11,732 23.26 1,631 51.49
2025-07-17 13F Smith Anglin Financial, LLC 19,755 85.41 2,746 127.88
2025-08-18 13F N.E.W. Advisory Services LLC 4,125 -19.90 574 -1.55
2025-07-08 13F Parallel Advisors, LLC 1,226 75.14 170 115.19
2025-08-12 13F SRS Capital Advisors, Inc. 7,844 8.96 1,090 33.91
2025-08-06 13F Legacy Wealth Managment, LLC/ID 3,747 31.66 521 61.99
2025-08-14 13F Mml Investors Services, Llc 86,385 4.02 12 33.33
2025-08-13 13F Renaissance Technologies Llc 15,800 2,197
2025-08-13 13F Proactive Wealth Strategies LLC 4,048 -20.25 1
2025-08-04 13F Atria Investments Llc 1,486 207
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,011 -6.48 561 15.46
2025-08-15 13F Blue Chip Partners, Inc. 0 -100.00 0
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-10 13F Signal Advisors Wealth, LLC 19,190 16.58 2,668 43.23
2025-08-13 13F Great Diamond Partners, LLC 1,835 -3.57 255 18.60
2025-07-18 13F PFG Investments, LLC 42,327 -2.16 5,884 20.23
2025-07-21 13F Ameriflex Group, Inc. 212 0.00 29 26.09
2025-08-05 13F Bank Of Montreal /can/ 807 3.07 112 27.27
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-07-23 13F Steel Peak Wealth Management LLC 4,605 10.25 640 35.59
2025-07-23 13F Kingswood Wealth Advisors, Llc 2,616 364
2025-08-13 13F Northern Trust Corp 0 -100.00 0
2025-08-14 13F Qube Research & Technologies Ltd 2 -95.35 0 -100.00
2025-04-29 NP EBI - Longview Advantage ETF 2,500 293
2025-08-15 13F WealthCollab, LLC 303 0.00 42 23.53
2025-08-01 13F Biltmore Family Office, LLC 8,122 0.00 1,129 22.98
2025-07-16 13F Signaturefd, Llc 24 0.00 3 50.00
2025-08-11 13F Nomura Asset Management Co Ltd 4,182 0.00 581 22.83
2025-08-12 13F Sky-mountain Capital Management, Inc. 34,814 4,972
2025-07-23 13F Bellevue Asset Management, Llc 90 0.00 13 20.00
2025-08-05 13F Dunhill Financial, LLC 28,200 40.87 2,866 26.66
2025-08-15 13F Equitable Holdings, Inc. 39,296 17.20 5,463 44.00
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-08-05 13F Meixler Investment Management, Ltd. 4,987 50.39 693 84.80
2025-07-10 13F Sovran Advisors, LLC 4,241 -44.95 586 -32.33
2025-08-11 13F Y.D. More Investments Ltd 120 0.00 17 23.08
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