Mga Batayang Estadistika
| Pemilik Institusional | 206 total, 204 long only, 1 short only, 1 long/short - change of 4.02% MRQ |
| Alokasi Portofolio Rata-rata | 0.0953 % - change of -22.06% MRQ |
| Saham Institusional (Jangka Panjang) | 6,389,655 (ex 13D/G) - change of 0.41MM shares 6.85% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 279,556 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Healthcare Providers ETF (US:IHF) memiliki 206 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 6,455,045 saham. Pemegang saham terbesar meliputi Morgan Stanley, Two Sigma Investments, Lp, Bank Of America Corp /de/, Wharton Business Group, LLC, LPL Financial LLC, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Kingsview Wealth Management, LLC, Mercer Global Advisors Inc /adv, and MSSS - Monarch Select Subsector Index ETF .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Healthcare Providers ETF (ARCA:IHF) 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 47.75 / share. Previously, on September 9, 2024, the share price was 57.19 / share. This represents a decline of 16.51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,000 | 0.00 | 49 | -7.69 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20,026 | 0.01 | 974 | -7.85 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19,809 | 964 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 5,530 | 0.00 | 269 | -7.56 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,307 | 7.56 | 258 | -0.77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 335,810 | 0.23 | 16 | -5.88 | ||||
| 2025-07-28 | NP | EAFVX - Eaton Vance Focused Value Opportunities Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,539 | 0.00 | 124 | -8.21 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 35,029 | 2 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 207,002 | -7.64 | 10,071 | -14.90 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12,199 | 0.08 | 593 | -7.78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,660 | 53.95 | 1,248 | 41.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 35,559 | 4.93 | 1,730 | -3.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,710 | -0.09 | 322 | -9.04 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,490 | 0.00 | 72 | -7.69 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,940 | 0.00 | 94 | -7.84 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,554 | 13.98 | 757 | 5.00 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 13,339 | -24.69 | 649 | -30.70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,285 | 0.00 | 452 | -7.96 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3,475 | 0.00 | 169 | -7.65 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,365 | 0.00 | 358 | -7.73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,077 | 344 | ||||||
| 2025-07-22 | 13F | Iowa State Bank | 10,000 | 0.00 | 486 | -7.95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215,176 | 8.88 | 10,468 | 0.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,875 | 3.33 | 189 | -5.05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23,867 | -1.66 | 1,161 | -9.37 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5,036 | 3.64 | 245 | -4.69 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 10,520 | -9.78 | 512 | -16.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9,848 | -9.22 | 479 | -16.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,898 | -15.44 | 433 | -22.16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,845 | 0.00 | 90 | -8.25 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 26,848 | 2.55 | 1,306 | -5.50 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 615 | 132.08 | 30 | 123.08 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 9,715 | -20.05 | 473 | -26.37 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 569 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,044 | 1,364 | ||||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3,430 | 0.00 | 167 | -8.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,474 | 12.68 | 169 | 3.70 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 11,574 | 563 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 500 | -88.89 | 24 | -89.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,698 | -6.88 | 229 | -14.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 97,284 | -21.88 | 4,733 | -28.03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26,346 | 1 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 16,088 | -3.71 | 783 | -11.34 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,050 | 0.00 | 100 | -8.33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12,620 | -2.80 | 614 | -10.51 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 115 | -87.45 | 6 | -87.50 | ||||
| 2025-07-31 | 13F | CNB Bank | 610 | 0.00 | 30 | -9.37 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 29,898 | 1,455 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1,745 | 0.00 | 85 | -8.70 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 6,020 | 0.00 | 257 | -13.22 | ||||
| 2025-04-21 | 13F | Citizens & Northern Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,324 | 6.28 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75,132 | 7.32 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 145 | -40.82 | 7 | -41.67 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 148,061 | 9.42 | 7,203 | 0.83 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 4,504 | 0.00 | 219 | -7.59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128,231 | 38.18 | 6,239 | 27.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,886 | 0.02 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 375 | 0.00 | 18 | -5.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,438 | -0.63 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 320 | 17 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,750 | 0.00 | 85 | -7.61 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 250 | 0.00 | 12 | -7.69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,545 | 0.00 | 513 | -7.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161,049 | 5.33 | 7,835 | -2.94 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,510 | 0.82 | 560 | -7.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,466 | -2.11 | 394 | -22.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,865 | 0.00 | 91 | -8.16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,598 | -13.98 | 370 | -20.82 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4,215 | 0.00 | 205 | -7.66 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62,000 | 3,016 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,225 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 165 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 28,860 | 2.64 | 1,404 | -5.39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30,843 | -4.36 | 1,501 | -11.87 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 710 | 7.58 | 35 | 0.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,834 | -10.05 | 284 | -17.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13,699 | 4.84 | 666 | -3.34 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 299 | 0.00 | 13 | -20.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6,703 | 17.00 | 326 | 7.95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,245 | 0.00 | 207 | -8.04 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 415 | 0.00 | 20 | -4.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19,322 | 15.12 | 940 | 6.09 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9,560 | -4.97 | 465 | -12.43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,265 | -11.32 | 305 | -18.50 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 115 | -81.02 | 6 | -82.76 | ||||
| 2025-05-08 | 13F | King Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 250 | -62.96 | 12 | -65.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 61,710 | -0.84 | 3,002 | -8.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,875 | 0.00 | 237 | -7.78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40,350 | 658.32 | 1,963 | 600.71 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 26,084 | -1.88 | 1,269 | -9.62 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10,338 | -5.96 | 503 | -13.45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 7,850 | 0.00 | 382 | -7.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27,873 | -9.64 | 1,356 | -16.71 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 2,350 | 0.00 | 114 | -8.06 | ||||
| 2025-07-29 | NP | MSSS - Monarch Select Subsector Index ETF | 164,474 | -22.75 | 7,803 | -27.95 | ||||
| 2025-07-31 | 13F | City State Bank | 425 | 0.00 | 21 | -9.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 21 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101,936 | -1.64 | 4,959 | -9.36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 13,475 | -1.46 | 656 | -9.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,461 | 112.81 | 1,968 | 96.21 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,377 | -19.95 | 310 | -26.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,475 | 5.43 | 1,971 | -2.81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 40 | 0.00 | 2 | -50.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,009 | 10.76 | 49 | -5.77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 0.00 | 29 | -6.45 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4,532 | 220 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,945 | -1.87 | 1 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4,250 | 0.00 | 207 | -8.04 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 107,047 | 5,208 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3,595 | 0.00 | 175 | -7.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 365 | 0.00 | 18 | -10.53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54,171 | -2.55 | 2,635 | -10.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,384 | 10.90 | 213 | 2.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 750 | 0.00 | 36 | -7.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 58,840 | -1.45 | 3 | -33.33 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 4,208 | 0.14 | 205 | -7.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 383,556 | 6.22 | 18,660 | -2.12 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,500 | -6.49 | 414 | -13.78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,169 | -4.51 | 203 | -12.17 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 390 | 0.00 | 19 | -10.00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5,843 | 0.00 | 284 | -7.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,548 | 6.20 | 10,681 | -2.14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,482 | 33.16 | 0 | |||||
| 2025-05-08 | 13F | Commerce Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,383 | 0.00 | 213 | -7.79 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 805 | 0.00 | 39 | -7.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55,731 | 27.95 | 2,711 | 17.92 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,714 | -1.10 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,250 | -4.94 | 1 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8,423 | 410 | ||||||
| 2025-08-01 | 13F | Motco | 250 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,796 | 4.98 | 1,936 | -3.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,860 | -12.85 | 674 | -19.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47,224 | -18.84 | 2,297 | -25.23 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 8,050 | 0.00 | 392 | -8.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,649 | -22.61 | 372 | -28.60 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 60 | 0.00 | 3 | -33.33 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,200 | 58 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,023 | 0.00 | 244 | -7.92 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 17,150 | 12.09 | 834 | 3.35 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 135 | 0.00 | 7 | -14.29 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 543 | 26 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,525 | 1.00 | 123 | -6.15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9,510 | 0.34 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 925 | 0.00 | 45 | -6.25 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 265 | 0.00 | 14 | -7.14 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 18,350 | 176.73 | 893 | 154.86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,816 | 0.00 | 137 | -7.43 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 20,429 | 994 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 940 | -9.62 | 46 | -16.67 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 400 | 0.00 | 19 | -9.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,419 | 3.59 | 507 | 4.98 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19,176 | 933 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 164 | 0 | ||||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 83,432 | -0.97 | 4,059 | -8.77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2,000 | -55.56 | 97 | -59.07 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4,028 | 213 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17,951 | -1.76 | 948 | 8.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33,908 | 106.03 | 1,650 | 89.76 | ||||
| 2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | -65,390 | -15.28 | -3,102 | -20.97 | |||
| 2025-08-11 | 13F | Covestor Ltd | 40 | 0.00 | 0 | |||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 73,358 | 3,569 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,100 | 0.00 | 54 | -8.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 854,145 | 8.38 | 41,554 | -0.14 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 102 | -74.18 | 5 | -80.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,675 | -38.71 | 325 | -43.55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,274 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,600 | 418 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 66,905 | -17.02 | 3,255 | -23.56 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,220 | -5.06 | 205 | -12.39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8,400 | 409 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 443,022 | 706.64 | 21,553 | 643.46 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 15,853 | -0.27 | 771 | -8.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248,723 | -6.78 | 12,100 | -14.11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128,741 | 2.60 | 6,263 | -5.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,265 | -54.22 | 207 | -57.84 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 500 | 0.00 | 24 | -7.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36,013 | 1.53 | 1,752 | -6.41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4,000 | 0.00 | 195 | -8.06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34,040 | 29.35 | 1,642 | 19.24 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 6,702 | -26.19 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 163 | 0.00 | 8 | -12.50 | ||||
| 2025-08-25 | NP | EHSTX - Eaton Vance Large-Cap Value Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,159 | 50 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 5,485 | 0.00 | 267 | -7.96 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 4,497 | 0.00 | 219 | -8.02 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,490 | -0.69 | 316 | -8.70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 90 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 26,463 | -53.05 | 1,287 | -56.74 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15,579 | -23.73 | 758 | -29.78 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 6,915 | 0.10 | 336 | -7.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 169,548 | 5.25 | 8,249 | -3.02 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,220 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1,503 | 0.07 | 73 | -7.59 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 5,250 | 0.00 | 255 | -7.94 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,588 | 86.20 | 1,731 | 71.56 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13,544 | -1.63 | 659 | -9.37 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 455 | 0.00 | 22 | -8.33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,999 | 195 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,762 | 29.08 | 86 | 18.06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 262 | -79.55 | 13 | -82.09 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 29,845 | 1,452 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 65 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,344 | 29.98 | 65 | 32.65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,280 | 0.00 | 500 | -7.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 76,669 | -2.59 | 3,730 | -10.25 |
Other Listings
| MX:IHF |
