Mga Batayang Estadistika
| Pemilik Institusional | 258 total, 258 long only, 0 short only, 0 long/short - change of 3.60% MRQ |
| Alokasi Portofolio Rata-rata | 0.2684 % - change of 50.49% MRQ |
| Saham Institusional (Jangka Panjang) | 10,858,895 (ex 13D/G) - change of 1.20MM shares 12.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 865,418 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Consumer Discretionary ETF (US:IYC) memiliki 258 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 10,858,895 saham. Pemegang saham terbesar meliputi Harel Insurance Investments & Financial Services Ltd., Morgan Stanley, Green Harvest Asset Management LLC, Bank Of America Corp /de/, UBS Group AG, Pinkerton Retirement Specialists, LLC, Mml Investors Services, Llc, Wells Fargo & Company/mn, Royal Bank Of Canada, and Raymond James Financial Inc .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Consumer Discretionary ETF (ARCA:IYC) 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 4, 2025 is 104.75 / share. Previously, on September 5, 2024, the share price was 82.91 / share. This represents an increase of 26.34% 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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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Haverford Trust Co | 8,370 | 0.00 | 834 | 12.72 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,563 | 3.61 | 554 | 16.88 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 2,912 | 4.34 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4,658 | 68.89 | 464 | 90.95 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,164 | -35.52 | 215 | -27.36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 35,895 | 3,577 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 88 | 0.00 | 9 | 14.29 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2,193 | -62.79 | 219 | -58.08 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7,732 | -1.65 | 770 | 10.95 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 5,584 | 0.00 | 568 | 19.37 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,260 | 0.00 | 424 | 12.77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Simmons Bank | 12,050 | -1.95 | 1,201 | 10.60 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2,926 | 0.03 | 292 | 12.79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,598 | 20.13 | 1,056 | 35.43 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 348 | 0.00 | 31 | -9.09 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 13,928 | 0.00 | 1,388 | 12.76 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,956 | 0.00 | 295 | 12.64 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | 0.00 | 14 | 16.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29,278 | 14.11 | 2,917 | 28.73 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3,260 | 0.12 | 325 | 12.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84,666 | 31.13 | 8 | 60.00 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 8,957 | -14.79 | 892 | -3.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 47,934 | -1.11 | 4,776 | 11.56 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 70 | 0.00 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 13,870 | -2.05 | 1,382 | 10.56 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,426 | 18.94 | 1,437 | 34.17 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,001 | -30.89 | 598 | -22.06 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8,565 | -21.07 | 853 | -10.96 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 10,004 | 997 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,000 | 0.00 | 100 | 12.50 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 3,512 | 0.00 | 350 | 12.58 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8,951 | -4.94 | 892 | 7.22 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 36 | 4 | ||||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 28 | 3 | ||||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 6,307 | -12.15 | 628 | -0.95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49,247 | 32.41 | 4,907 | 49.35 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 2,632 | 0.04 | 262 | 12.93 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,801 | -7.89 | 282 | 5.22 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 375 | 0.00 | 37 | 12.12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 72 | 0.00 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 158 | -71.43 | 16 | -68.75 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 170 | 17 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,070,505 | 12.94 | 106,665 | 27.41 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 760 | 0.00 | 76 | 11.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2,899 | 2.22 | 289 | 15.20 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 9,904 | -65.57 | 987 | -61.18 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5,580 | -35.28 | 556 | -26.94 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3,883 | 1.86 | 387 | 14.88 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5,500 | 0.00 | 548 | 12.99 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3,264 | -36.01 | 325 | -33.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112,178 | 26.12 | 11,177 | 42.27 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 884 | 0.00 | 88 | 12.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,812 | -0.80 | 1 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 191,409 | 12.11 | 19,072 | 26.47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2,600 | 0.00 | 259 | 13.10 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,688 | 268 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,717 | 0.32 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1,340 | 43.67 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 159,492 | 8.70 | 15,894 | 22.62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 33,137 | 166.72 | 3,302 | 200.91 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 2,665 | 266 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,909 | 0.00 | 489 | 12.93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,492 | 73.64 | 448 | 96.05 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 58,871 | 5,866 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,180 | 0.00 | 118 | 12.50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,433 | -0.80 | 541 | 12.01 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6,408 | -81.69 | 638 | 1,578.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70,143 | -2.10 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15,589 | -6.53 | 1,499 | 1.70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 537,662 | -3.68 | 53,573 | 8.66 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 26,599 | 2,650 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,408 | 0.01 | 937 | 12.89 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,604 | 0.00 | 359 | 12.89 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 300 | 0.00 | 30 | 11.54 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 41,887 | 1.16 | 4,174 | 14.11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20,814 | -23.49 | 2,074 | -13.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 119,013 | -6.78 | 11,899 | 5.52 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,429 | -98.34 | 242 | -98.13 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 2,594 | 258 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2,171 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 334,853 | -10.23 | 33,365 | 1.27 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 422 | 100.95 | 42 | 133.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,907 | 593.96 | 389 | 693.88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,681 | 10.98 | 1,264 | 25.17 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2,187 | 218 | ||||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18,989 | 22.22 | 1,891 | 38.26 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 12,112 | 0.00 | 1,207 | 12.82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,350 | -35.86 | 234 | -27.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 853,831 | 9.09 | 85,076 | 23.06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 615 | -34.22 | 61 | -25.61 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,066 | -3.92 | 1,003 | 8.68 | ||||
| 2025-05-09 | 13F | L & S Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 2,896 | 0.00 | 289 | 12.94 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,750 | 2.61 | 274 | 16.10 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,377 | 7.82 | 536 | 21.59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,660 | 0.00 | 147 | -8.18 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,705 | 127.34 | 1 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 2,961 | -14.96 | 295 | -3.91 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4,821 | -3.70 | 480 | 8.60 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2,160 | -10.00 | 215 | 1.90 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,216 | 0.82 | 221 | 13.40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 655 | 0.00 | 65 | 14.04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,711 | 403.12 | 1,864 | 468.29 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 127,384 | -38.06 | 12,693 | -30.12 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 11,688 | 24.34 | 1,165 | 40.24 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11,145 | 0.01 | 1,111 | 12.80 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,390 | -24.86 | 138 | -15.34 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 343,195 | 35.15 | 34 | 54.55 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12,452 | -0.40 | 1,241 | 12.32 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,158 | -40.59 | 315 | -33.05 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6,317 | 0.14 | 629 | 12.93 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 4,000 | 0.00 | 399 | 12.75 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14,396 | 65.03 | 1,434 | 86.23 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,868 | 0.00 | 286 | 12.65 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,124 | 212 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 6,146 | -4.24 | 612 | 8.13 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 684 | 68 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 19,219 | 1,915 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2,734 | 272 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 81 | 0.00 | 8 | 14.29 | ||||
| 2025-04-30 | 13F | Moloney Securities Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 23,124 | 10.61 | 2,304 | 24.81 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 49,467 | 4,430 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,843 | 15.63 | 582 | 30.49 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 150,149 | 1.39 | 14,961 | 14.38 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 175 | 0.00 | 17 | 13.33 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 49,157 | 1.04 | 4,898 | 13.99 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4,233 | 0.14 | 422 | 12.87 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 40,500 | 4,059 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 136 | 0.00 | 14 | 8.33 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 400 | 0.00 | 40 | 11.43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,710 | 284.94 | 270 | 302.99 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,595 | 458 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28,568 | -64.00 | 2,847 | -59.40 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 9,693 | -8.20 | 966 | 3.54 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 5,560 | 0.00 | 554 | 12.63 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,936 | 0.00 | 193 | 12.94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12,337 | -1.41 | 1,229 | 11.22 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229,648 | 10.40 | 22,882 | 24.55 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 3,220 | -6.12 | 321 | 5.96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54,465 | 41.27 | 5,427 | 59.35 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21 | -93.84 | 2 | -92.59 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,786 | 9.77 | 278 | 23.66 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 13,034 | 0.00 | 1,299 | 12.77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,714 | -4.25 | 370 | 8.19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6,505 | -42.13 | 648 | -34.68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 352 | 0.00 | 35 | 12.90 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 30,083 | 0.00 | 2,997 | 12.80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,680 | 200.00 | 466 | 240.15 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,723 | 29.57 | 570 | 46.15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 928 | -53.32 | 92 | -41.40 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 24,815 | -1.07 | 2,473 | 11.60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 38,049 | 393.31 | 3,791 | 411.61 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 4,000 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 51,400 | -48.96 | 5,121 | -42.42 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 261,507 | 1.20 | 26,056 | 14.16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,886 | 7.38 | 376 | 22.95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 44,848 | 230.96 | 4,469 | 273.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,260 | 0.16 | 126 | 12.61 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 11,508 | -3.74 | 1,147 | 8.63 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 2,062 | 205 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 58,273 | -3.42 | 5,806 | 8.95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7,794 | 23.24 | 777 | 39.07 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 21,301 | -4.36 | 2,122 | 7.88 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2,942 | 4.62 | 293 | 18.15 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 57,089 | -2.67 | 5,688 | 9.81 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 50 | -86.23 | 5 | -84.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30,551 | 161.88 | 3,044 | 195.53 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 199,897 | 5.40 | 19,918 | 18.91 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2,056 | 205 | ||||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,980 | -14.43 | 496 | -3.50 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,358 | -10.04 | 1,331 | 1.45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,012 | 2.11 | 1,396 | 15.18 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 497 | 0.20 | 50 | 13.95 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 40 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 344,097 | 34,286 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23,202 | 37.46 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,593,101 | 21.02 | 159 | 36.21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,864 | -17.77 | 285 | -7.17 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,949 | 25.38 | 1,488 | 41.85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,641 | 4.27 | 3,950 | 17.60 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 255 | 0.00 | 25 | 13.64 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 184,343 | 0.70 | 18,368 | 13.60 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,660 | 165 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 190 | 0.00 | 19 | 12.50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,030 | 71.83 | 2,793 | 93.89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3,560 | 355 | ||||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gimbal Financial | 156,124 | 15,556 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,083 | -73.21 | 407 | -69.84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5,520 | 0.00 | 550 | 12.94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,796 | -19.82 | 179 | -10.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,919 | -33.64 | 390 | -25.14 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 137,272 | 13,678 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 204 | -29.17 | 18 | -21.74 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,261 | 3.95 | 923 | 17.30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 6,596 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,606 | -41.23 | 2,751 | -33.70 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 3,443 | 7.39 | 343 | 21.20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 10,163 | 52.92 | 1,013 | 72.40 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 32,653 | 7.08 | 3,254 | 20.79 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,680 | 0.00 | 666 | 12.71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 11,879 | 10.25 | 1 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 320 | 0.00 | 32 | 10.71 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2,228 | 222 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 3,850 | 384 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 200 | 0.00 | 20 | 11.76 | ||||
| 2025-05-12 | 13F | FIL Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,584 | 0.00 | 357 | 12.97 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2,331 | -11.70 | 0 | |||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2,205 | 220 | ||||||
| 2025-07-14 | 13F | Argentarii, LLC | 2,400 | 0.00 | 239 | 13.27 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2,321 | 0.04 | 231 | 13.24 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4,878 | 16.78 | 486 | 15.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,011 | 16.13 | 21,424 | 31.01 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 10,240 | 1,023 | ||||||
| 2025-04-24 | 13F | First Merchants Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2,600 | 259 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 4,836 | -0.66 | 482 | 12.12 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6,924 | 0.00 | 690 | 12.77 | ||||
| 2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 2,235 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,001 | 0.13 | 306 | 11.31 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 27,663 | -0.23 | 2,756 | 12.58 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 661 | 535.58 | 66 | 622.22 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,057 | -5.64 | 1,301 | 6.38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 68 | -66.67 | 7 | -68.42 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2,515 | 0.16 | 251 | 13.12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,931 | 0.10 | 192 | 12.94 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8,098 | 116.00 | 807 | 143.50 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 165 | 243.75 | 0 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 26,438 | -5.52 | 2,634 | 6.60 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 49,789 | -1.28 | 4,961 | 11.36 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 11,000 | 0.00 | 1,096 | 12.87 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2,400 | 0.00 | 239 | 13.27 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 4,853 | -7.08 | 484 | 4.77 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 51,740 | -13.28 | 5,155 | -2.16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,607 | 0.11 | 758 | 12.82 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 17,077 | 1,702 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 2,321 | 0.00 | 231 | 12.68 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,331 | 332 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 580 | 0.00 | 58 | 11.76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8,765 | -1.73 | 873 | 10.93 | ||||
| 2025-04-02 | 13F/A | Picton Mahoney Asset Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 3,880 | 0.00 | 387 | 12.87 | ||||
| 2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4,307 | 0.05 | 429 | 12.89 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,932 | 0.00 | 491 | 12.87 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 114 | 11 | ||||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11,466 | -9.04 | 1,143 | 2.61 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5,285 | 1.93 | 527 | 15.10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 696 | 0.00 | 69 | 13.11 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3,796 | 38.79 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 58,146 | -15.58 | 5,794 | -4.77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,129 | 15.75 | 1,839 | 31.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24,482 | 183.13 | 2,439 | 219.66 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53,429 | 0.22 | 5,324 | 13.06 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,027,290 | 5.45 | 102,359 | 18.96 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 27,286 | -38.39 | 2,719 | -30.50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 155 | 15 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 864 | 0.00 | 86 | 13.16 |
