Mga Batayang Estadistika
| Pemilik Institusional | 181 total, 177 long only, 1 short only, 3 long/short - change of -1.62% MRQ |
| Alokasi Portofolio Rata-rata | 0.2492 % - change of -20.45% MRQ |
| Saham Institusional (Jangka Panjang) | 5,371,898 (ex 13D/G) - change of -0.55MM shares -9.22% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 751,676 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF (US:IAI) memiliki 181 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 5,371,898 saham. Pemegang saham terbesar meliputi Fisher Asset Management, LLC, Harel Insurance Investments & Financial Services Ltd., Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Advisor Group Holdings, Inc., Mml Investors Services, Llc, Two Sigma Investments, Lp, SPC Financial, Inc., and Wells Fargo & Company/mn .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF (ARCA:IAI) 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 170.73 / share. Previously, on September 9, 2024, the share price was 124.53 / share. This represents an increase of 37.10% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | TRUIST FINANCIAL CORP | 722,350 | 14,294 | -98.02 | 0.20 | -96.55 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1,464 | 248 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 4,728 | 30.39 | 800 | 57.28 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 78,408 | -0.94 | 13,262 | 19.59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1,335 | 226 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,735 | 8.86 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103,508 | -19.47 | 17,507 | -2.79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,899 | 0.04 | 829 | 20.70 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 18,426 | -2.25 | 3,117 | 17.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6,588 | -98.85 | 1,114 | -98.62 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,029 | -70.87 | 681 | -64.84 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3,934 | 665 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 39 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,826 | 0.18 | 1,324 | 21.02 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,645 | -5.57 | 278 | 13.93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2,291 | -0.35 | 387 | 20.19 | ||||
| 2025-08-04 | 13F | Balentine LLC | 443 | 0.00 | 75 | 19.35 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,934 | 327 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,076 | -0.38 | 351 | 20.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,934 | 13.41 | 496 | 37.02 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,629 | -47.87 | 783 | -37.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,877 | 127.40 | 32,362 | 150.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,543 | 3.19 | 4,828 | 24.57 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7,101 | 377.86 | 1,201 | 477.40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 108,458 | 7.32 | 18,349 | 29.57 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,213 | -60.51 | 374 | -52.36 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 113 | 0.00 | 19 | 26.67 | ||||
| 2025-07-23 | 13F | Ignite Planners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1,578 | 2.33 | 267 | 23.15 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4,026 | -11.01 | 681 | 7.42 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 98,247 | -0.23 | 16,617 | 20.44 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 527 | -89.88 | 89 | -87.79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 12 | 0.00 | 2 | 100.00 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 60,114 | -1.50 | 10,168 | 15.61 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 272 | 0.00 | 46 | 24.32 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,125 | 0.00 | 359 | 20.88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3,202 | 45.61 | 1 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 1,663 | 0.00 | 281 | 20.60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2,209 | 374 | ||||||
| 2025-08-12 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 64,187 | 25.60 | 10,857 | 51.62 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 550 | 0.00 | 93 | 20.78 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 44 | 7 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 77 | 0.00 | 13 | 30.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 84,695 | 3.46 | 14,876 | 29.70 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 81 | 0.00 | 14 | 18.18 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 37,230 | -0.96 | 6,297 | 16.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,620 | -12.28 | 1,120 | 7.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,265 | 32.76 | 1 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 40,485 | -6.55 | 6,848 | 12.82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0.00 | 17 | 14.29 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 19,769 | 13.08 | 3,344 | 36.50 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6,932 | 1,172 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,847 | -40.14 | 5 | -33.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,631 | 280 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 3,644 | -3.37 | 616 | 16.67 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,154 | -6.33 | 195 | 13.37 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 2,500 | 0.00 | 423 | 20.57 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,039 | -24.87 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 393 | 0.00 | 66 | 20.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 200 | 0.00 | 34 | 17.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 14,932 | 0.43 | 2,526 | 21.22 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,410 | -34.39 | 238 | -20.93 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,802 | 30.39 | 0 | |||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | RMR Wealth Builders | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 | 0.00 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 234 | 0.43 | 40 | 21.88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 293 | 614.63 | 42 | 740.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 32 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2,321 | -1.44 | 393 | 19.15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,492 | -1.66 | 1,436 | 19.37 | ||||
| 2025-04-09 | 13F | Harbor Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 2,200 | -73.49 | 367 | -68.37 | |||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 7,500 | 97.37 | 1,250 | 136.29 | |||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4,052 | 675 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 348 | 840.54 | 59 | 1,060.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 156 | 0.00 | 26 | 23.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1,440 | 252 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1,449 | 245 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 27,562 | 4,662 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 158,936 | -3.98 | 26,882 | 15.92 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1,195 | 202 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3,963 | 2.01 | 670 | 23.16 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 880 | 0.00 | 149 | 20.33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 138 | 0.73 | 23 | 21.05 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 74 | 0.00 | 13 | 20.00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 9,389 | 59.16 | 1,588 | 92.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 118,858 | -26.62 | 20,098 | -11.43 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 31,550 | 0.01 | 5,336 | 20.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,693 | -26.80 | 4,515 | -11.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3,100 | 63.16 | 524 | 96.99 | |||
| 2025-08-04 | 13F | Atria Investments Llc | 7,545 | -25.86 | 1,276 | -10.46 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17,571 | -30.29 | 2,972 | -15.83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 61,258 | -0.84 | 10,361 | 19.71 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2,968 | -9.92 | 502 | 8.89 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 5,089 | 2.17 | 861 | 23.35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 204,235 | 36.78 | 35 | 70.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5,700 | 235.29 | 964 | 305.04 | |||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16,684 | 10.70 | 2,822 | 33.63 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,712 | 581.85 | 2 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90,140 | -0.20 | 15,247 | 20.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,102 | 694 | ||||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 80,710 | 14.56 | 13,651 | 38.29 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1,892 | -17.77 | 320 | -0.62 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 30 | 0.00 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,367 | 185.33 | 908 | 244.87 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 294 | 0.00 | 50 | 19.51 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 1,479 | -26.12 | 250 | -10.71 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 3,060 | 518 | ||||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 1,227 | 208 | ||||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 27,637 | 80.21 | 4,675 | 117.60 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 263 | 39.15 | 44 | 69.23 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,200 | 0 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 560 | 95 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 461,962 | -1.77 | 78,136 | 18.59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 312,309 | 75.53 | 52,824 | 111.89 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,700 | -2.97 | 795 | 17.26 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 22,100 | 3,738 | |||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2,945 | 3.55 | 498 | 25.13 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,476 | -60.82 | 250 | -52.75 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 76,156 | -25.08 | 12,881 | -9.56 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,917 | -10.57 | 1,001 | 7.99 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 48 | 0.00 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 19,512 | -0.95 | 3,300 | 19.57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,564 | 22.06 | 1,427 | 45.91 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3,000 | 0.00 | 507 | 20.71 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33,134 | -12.00 | 5,604 | 6.24 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,551 | -54.00 | 431 | -44.53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10,119 | -0.64 | 1,564 | 16.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 90 | 109.30 | 0 | |||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,012 | 0 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 20,313 | -10.74 | 3,436 | 7.75 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 76 | 0.00 | 13 | 30.00 | ||||
| 2025-04-10 | 13F | CPR Investments Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7,832 | -3.00 | 1,325 | 17.06 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 3,252 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 42,303 | 9.47 | 7,155 | 32.16 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2,639 | 97.68 | 446 | 138.50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,809 | -0.61 | 1,321 | 20.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 359 | -26.73 | 61 | 1.69 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 15,094 | 3.31 | 2,553 | 24.67 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4,446 | -0.98 | 752 | 19.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,276 | -12.86 | 385 | 2.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 904 | -11.20 | 153 | 7.04 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 640,000 | 0.00 | 108 | 21.35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 507 | 299.21 | 86 | 400.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 652 | -0.46 | 110 | 20.88 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,844 | 52.82 | 284 | 38.54 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 15,109 | -4.69 | 2,556 | 15.04 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 14 | 0.00 | 2 | 100.00 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 168,858 | -0.50 | 28,561 | 20.11 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 9,047 | 0.00 | 1,530 | 20.76 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,188 | 1,700.00 | 201 | 2,122.22 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 | -88.68 | 1 | -85.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31,508 | 21.69 | 5,329 | 46.93 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1,449 | 245 | ||||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 4,677 | 791 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 17,800 | -12.75 | 3,011 | 5.32 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 96,900 | 0.21 | 16,390 | 20.97 | |||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | 17 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 141 | 24 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 100 | 0.00 | 17 | 14.29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 191 | 141.77 | 32 | 190.91 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1,300 | 220 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5,481 | -4.98 | 927 | 14.60 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 201 | 20,000.00 | 34 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 189 | 26.00 | 32 | 47.62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31,343 | 58.00 | 5,301 | 90.75 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 202,400 | 2.79 | 34,234 | 24.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 374,163 | 236.84 | 63,286 | 306.64 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1,189 | -18.23 | 201 | -0.99 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,049 | -15.71 | 2,038 | 1.80 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 15,917 | 2,692 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 126 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1,513 | 4.78 | 256 | 26.24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,600 | 440 | ||||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 9 | 2 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 19,391 | -1.01 | 3,280 | 19.50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2,494 | -5.03 | 422 | 14.71 | ||||
| 2025-08-14 | 13F | Family Management Corp | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 352 | -5.88 | 60 | 13.46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 684,053 | -3.68 | 115,701 | 16.28 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 3,100 | 524 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5,578 | 1.97 | 943 | 23.11 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Total Wealth Planning & Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 909 | 100.66 | 154 | 135.38 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 414 | 0.73 | 70 | 22.81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 288 | 0.00 | 49 | 20.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57 | -48.18 | 10 | -40.00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 10,452 | 1,768 | ||||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,048 | -1.77 | 2,038 | 18.57 | ||||
| 2025-04-21 | 13F | Harrell Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 3,208 | -0.03 | 1 |
Other Listings
| MX:IAI |
