Mga Batayang Estadistika
| Pemilik Institusional | 232 total, 232 long only, 0 short only, 0 long/short - change of 7.37% MRQ |
| Alokasi Portofolio Rata-rata | 0.0691 % - change of 6.25% MRQ |
| Saham Institusional (Jangka Panjang) | 8,876,306 (ex 13D/G) - change of 0.72MM shares 8.88% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 312,052 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (US:IRBO) memiliki 232 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 8,876,306 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wharton Business Group, LLC, Bank Of America Corp /de/, Ameriprise Financial Inc, LPL Financial LLC, TD Waterhouse Canada Inc., UBS Group AG, Advisor Group Holdings, Inc., Raymond James Financial Inc, and Jones Financial Companies Lllp .
Struktur kepemilikan institusional iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF (ARCA:IRBO) 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%.
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 | Hudock, Inc. | 26,792 | 10.49 | 1,098 | 44.09 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8,634 | 354 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,892 | -9.69 | 78 | 18.46 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,973 | 655 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,277 | -30.29 | 273 | -3.89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,125 | 21.62 | 46 | 58.62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | -44.54 | 41 | -28.57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17,087 | -2.05 | 701 | 27.74 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 60 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 572 | 4.38 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 200 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56,879 | 21.01 | 2,332 | 57.78 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 13,000 | 0.00 | 533 | 30.64 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,224 | 0.00 | 91 | 31.88 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 126 | 0.00 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 429 | -49.94 | 18 | -34.62 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,380 | 71.76 | 185 | 130.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 179 | 0.00 | 7 | 40.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,287 | 19.24 | 94 | 52.46 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3,599 | 0.00 | 148 | 30.09 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 23,350 | -0.76 | 957 | 29.32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 53,558 | -5.64 | 2,196 | 22.97 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,243 | 0.00 | 43 | 19.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95,032 | -16.11 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48,347 | -7.11 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 506 | 0.00 | 21 | 33.33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | -25.93 | 12 | -7.69 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 31 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33,265 | -15.58 | 1,364 | 10.01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5,735 | 245 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,162 | 0.00 | 89 | 31.34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28,394 | 12.03 | 1,164 | 46.05 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,110 | -6.72 | 87 | 21.13 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 6,530 | 0.00 | 208 | 0.98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3,093 | 0.00 | 127 | 29.90 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 19,940 | 0.00 | 818 | 30.30 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,294 | 217 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7,428 | 0.00 | 305 | 30.47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 26,808 | 10.21 | 1,099 | 43.66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5,075 | 208 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 163 | 0.00 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,441 | 64.66 | 592 | 115.27 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6,670 | 273 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 522 | 0.00 | 21 | 31.25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,824 | 239 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,256 | 92 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67,888 | 0.31 | 2,783 | 30.78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 4,053 | -93.33 | 166 | -92.63 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14,367 | 13.47 | 589 | 25.59 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15,740 | 4.93 | 645 | 36.94 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 116.67 | 1 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 966,302 | 13.37 | 40 | 50.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,718 | 316 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,221 | -42.32 | 1,239 | -24.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32,979 | 3.86 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6,154 | -58.48 | 252 | -45.92 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12,849 | -15.23 | 527 | 10.50 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 165 | 0.00 | 7 | 20.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,926 | 9.80 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 441 | 0.00 | 18 | 38.46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,920 | -16.67 | 325 | 8.72 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 233 | 10 | ||||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 126 | -0.79 | 5 | 66.67 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 852 | 35 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 336 | 14 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 210 | 0.00 | 9 | 33.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,683 | -7.30 | 151 | 21.77 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 460 | 0.00 | 19 | 28.57 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 143 | 0.00 | 6 | 25.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 23 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16,014 | 148.28 | 657 | 224.75 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 23,398 | -1.26 | 959 | 28.72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 12.57 | 8 | 60.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6,669 | -5.55 | 273 | 22.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230,740 | 111.31 | 9,321 | 171.40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 18,415 | 755 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 40,059 | -66.22 | 1,642 | -55.97 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 10,000 | 0.00 | 410 | 30.57 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,908 | -0.23 | 488 | 30.13 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Matisse Capital | 12,961 | -2.48 | 531 | 27.03 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2,040 | 84 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22,418 | 2.28 | 919 | 33.38 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1,818 | 75 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 38,329 | -1.11 | 1,571 | 28.88 | ||||
| 2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16,532 | 678 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6,023 | 47.84 | 247 | 92.19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,909 | 0.00 | 78 | 30.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88,977 | -0.39 | 3,648 | 29.87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,658 | 1.62 | 314 | 30.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,281 | 258 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12,107 | -56.16 | 496 | -42.86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,928 | 36.20 | 161 | 78.89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 543,679 | -15.52 | 22,291 | 10.13 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 156 | 0.00 | 6 | 50.00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 7 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 160 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 215,591 | 71.74 | 8,839 | 123.89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142,775 | 566.43 | 5,854 | 769.69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 244 | -33.88 | 10 | -9.09 | ||||
| 2025-08-13 | 13F | Natixis | 4,172 | 172 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,224 | 4.71 | 91 | 37.88 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37,245 | -4.10 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7,294 | 0.00 | 299 | 30.57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44,860 | -81.61 | 1,839 | -76.02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67 | 272.22 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 4,998 | -83.28 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,024 | -26.08 | 83 | -4.65 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 639 | 26 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 228 | 5.56 | 9 | 50.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 124,878 | 21.89 | 5,120 | 58.88 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,931 | -2.23 | 571 | 27.46 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,300 | 53 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,234 | 51 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,812 | -1.32 | 361 | 28.93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,544 | -1.86 | 227 | 28.25 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8,249 | 24.42 | 338 | 62.50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 150 | 50.00 | 6 | 100.00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1,100 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6,009 | -7.95 | 246 | 20.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 97,797 | 3.91 | 4,010 | 35.48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32,819 | 4.08 | 1,346 | 35.72 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 17,000 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 448 | 4.92 | 18 | 38.46 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 333 | 0.00 | 12 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 75 | 3 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18,636 | 1.23 | 764 | 31.95 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 162 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,591 | 352 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 698 | -22.53 | 29 | 0.00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 11 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63,336 | 73.48 | 2,597 | 126.13 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16,925 | 58.55 | 1 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41,685 | 2.57 | 1,709 | 33.72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,042 | -10.99 | 76 | 4.17 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,731 | 399 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,655 | 0.00 | 355 | 30.15 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 30,735 | 0.00 | 1,260 | 30.43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4,558 | 4.59 | 187 | 35.77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 715,518 | 109.49 | 29,318 | 172.82 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 15,507 | 90.55 | 636 | 149.02 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20,158 | 17.98 | 833 | 54.93 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 457 | 0.00 | 19 | 28.57 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 387 | 0.00 | 16 | 25.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,261 | 104.06 | 93 | 170.59 | ||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 9,354 | 384 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 140 | -33.33 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 297 | 0.00 | 12 | 33.33 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,200 | 0.00 | 49 | 32.43 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 55 | 0.00 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20,178 | 1,179.52 | 827 | 1,587.76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,280,336 | 28.63 | 52,494 | 67.68 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 147 | 0.00 | 6 | 50.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 314,996 | 0.83 | 12,720 | 28.29 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9,752 | -3.67 | 400 | 25.47 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 31,126 | 41.74 | 1,276 | 84.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,380 | -10.18 | 344 | 17.06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4,479 | 4,821.98 | 184 | 9,050.00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 400 | 0.00 | 16 | 33.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32,800 | 662.79 | 1,345 | 895.56 | |||
| 2025-08-14 | 13F | Royal Bank Of Canada | 143,082 | 9.67 | 5,867 | 42.96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84,858 | 189.25 | 3,479 | 277.33 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 514 | -61.56 | 21 | -50.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 547 | 0.00 | 22 | 29.41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107,227 | 1.65 | 4,396 | 32.53 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 15,500 | 636 | 150.00 | |||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | 0.00 | 4 | 33.33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,646 | 3.10 | 765 | 34.51 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3,222 | 205.69 | 132 | 300.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,419 | 0.00 | 99 | 30.26 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 10 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 290 | 0.00 | 12 | 22.22 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,168 | -59.21 | 458 | -46.92 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 28,902 | 0.87 | 1,185 | 31.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 149,818 | 35.84 | 6,089 | 73.94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 850,544 | 26.06 | 34,872 | 64.34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Herbst Group, Llc | 5,000 | 205 | ||||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 5,000 | 205 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 75,132 | -2.38 | 3,080 | 27.27 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 8,923 | -31.71 | 281 | -35.03 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5,525 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44,747 | 73.35 | 1,835 | 126.14 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 20,255 | 23.85 | 830 | 61.48 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6,496 | 266 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 368 | 0.00 | 15 | 36.36 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 150 | 0.00 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,131 | 210 | ||||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12,335 | 21.73 | 499 | 64.36 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | -27.66 | 14 | -6.67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 56,042 | 5.36 | 2,298 | 37.38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,068 | 0.00 | 126 | 30.21 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,462 | 0.00 | 60 | 31.11 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90,407 | 3,707 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 6,972 | 0.00 | 286 | 30.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 293,087 | -19.99 | 12,017 | 4.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,142 | 129.09 | 252 | 153.54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88,504 | 86.12 | 3,655 | 144.48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,718 | -1.09 | 111 | 46.05 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 63 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 17 | -5.56 | 1 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,055 | 0.00 | 43 | 30.30 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39,246 | 17.84 | 1,609 | 53.68 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1,591 | -11.71 | 65 | 16.07 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14,561 | 2.23 | 597 | 33.56 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 60 | -96.70 | 2 | -96.49 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 260 | 0.00 | 11 | 25.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,637 | 0.00 | 67 | 31.37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,042 | -9.11 | 166 | 0.61 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5,518 | 226 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 39,031 | 5.62 | 1,600 | 37.69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 696 | 0.00 | 29 | 33.33 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 90,563 | 3,713 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 108,011 | 12.60 | 4,428 | 46.82 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 322 | 13 | ||||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 458 | 0.00 | 19 | 28.57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,771 | 0.00 | 319 | 30.33 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 817 | 0.00 | 33 | 32.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,262 | 257 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 322 | 0.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 95 | -17.39 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,274 | 12.53 | 380 | 46.72 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 28,568 | 6.66 | 1,208 | 55.74 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 | 900.00 | 0 | |||||
| 2025-08-14 | 13F | Family Office Research LLC | 10,356 | 0.00 | 425 | 30.46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12,092 | 0.40 | 496 | 30.87 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 2,700 | 0.00 | 111 | 30.95 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 200 | 0.00 | 8 | 33.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26,929 | -6.60 | 1,104 | 21.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,429 | -13.71 | 59 | 11.54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,619 | -1.43 | 107 | 28.92 |
