Mga Batayang Estadistika
| Pemilik Institusional | 237 total, 235 long only, 0 short only, 2 long/short - change of -6.27% MRQ |
| Alokasi Portofolio Rata-rata | 0.0804 % - change of -15.54% MRQ |
| Saham Institusional (Jangka Panjang) | 3,405,093 (ex 13D/G) - change of -0.71MM shares -17.23% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 120,013 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) memiliki 237 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 3,405,093 saham. Pemegang saham terbesar meliputi Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Whitcomb & Hess, Inc., Bnp Paribas Arbitrage, Sa, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Struktur kepemilikan institusional Global X Funds - Global X Lithium & Battery Tech ETF (ARCA:LIT) 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 50.56 / share. Previously, on September 6, 2024, the share price was 35.01 / share. This represents an increase of 44.42% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 8,693 | 66.44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,523 | 47.02 | 481 | 45.45 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18.12 | 12 | 20.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,729 | -8.48 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 61 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,304 | 21.69 | 472 | 20.41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,901 | -6.03 | 419 | -7.11 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 900 | 0.00 | 0 | |||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39,508 | 8.40 | 1,517 | 7.28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49,544 | 2,143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 63 | 0.00 | 2 | 0.00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,952 | 77.45 | 80 | 88.10 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31,200 | 16.85 | 1,198 | 15.75 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,983 | -7.94 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 0.00 | 27 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 11 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,119 | 16.44 | 1,656 | 15.25 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,025 | -87.92 | 78 | -88.15 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,531 | -21.49 | 212 | -22.34 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6,064 | 11.72 | 233 | 10.48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,633 | -0.98 | 101 | -1.94 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 24 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 130 | -33.33 | 5 | -42.86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,886 | -3.67 | 111 | -5.17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,270 | 1,182.35 | 126 | 1,288.89 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0.29 | 26 | 0.00 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51.11 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 382 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 889 | 0.00 | 34 | -15.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84,202 | -4.80 | 3,233 | -5.77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,785 | 0.00 | 261 | -1.14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,440 | -72.18 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 468 | 0.00 | 18 | -5.56 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,015 | -39.76 | 39 | -41.54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 527 | -55.30 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 800 | 0.00 | 31 | -3.23 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 130 | 0.00 | 5 | -20.00 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,530 | 12.67 | 59 | 11.54 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 310 | 0.00 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43,728 | 1,679 | ||||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,407 | -31.59 | 215 | -30.07 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26,914 | -0.37 | 1,033 | -1.43 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6,450 | -7.99 | 248 | -8.86 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7,044 | -7.57 | 271 | -8.14 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 222 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5,383 | -22.03 | 207 | -22.47 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 26 | 0.00 | 1 | -100.00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,242 | 0.00 | 48 | -2.08 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 447 | 0.00 | 18 | 5.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 19,967 | -15.81 | 767 | -16.74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0.00 | 7 | 0.00 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49,342 | 0.04 | 1,896 | -0.94 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 0.00 | 33 | -3.03 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 132 | -53.19 | 5 | -54.55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 15,550 | 0.00 | 603 | 0.00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 65 | -93.11 | 2 | -94.44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,154 | -16.93 | 83 | -18.00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 333 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 848 | 0.00 | 33 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,948 | -30.77 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 286 | -82.72 | 11 | -84.37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,360 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68 | -42.86 | 3 | -50.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,514 | -17.65 | 1,748 | -18.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7,307 | -9.08 | 281 | -9.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,722 | -43.47 | 66 | -44.07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7,930 | -0.31 | 305 | -1.30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 680 | -42.81 | 26 | -45.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,041 | -19.06 | 462 | -19.93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7,121 | 32.58 | 273 | 31.25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15,838 | 0.06 | 608 | -0.98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39,540 | 10.75 | 1,492 | 7.96 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12,355 | 0.00 | 474 | -1.04 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2.31 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Longbow Finance SA | 80,000 | 0.00 | 3,072 | -1.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 33,226 | -7.21 | 1,276 | -8.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46,200 | -45.45 | 1,774 | -46.01 | |||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 185 | 0.00 | 7 | 0.00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,908 | -24.09 | 1,341 | -30.82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,412 | -2.32 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0.00 | 23 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 238 | -52.96 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192,021 | 1.29 | 7,374 | 0.24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 105 | 0.00 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 65 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13,924 | -14.11 | 553 | 7.38 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 24,870 | 0.00 | 955 | -0.93 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 605 | -19.12 | 23 | -20.69 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 283 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 26 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85,464 | -11.07 | 3,282 | -11.99 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,050 | 0.88 | 232 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 147 | -20.54 | 6 | -28.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,617 | -21.41 | 216 | -22.38 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 559 | 0.00 | 21 | 0.00 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38,462 | 7.21 | 1,477 | 6.11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 67 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 22 | -81.36 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,549 | -2.71 | 367 | -3.68 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,342 | 0.00 | 52 | -1.92 | ||||
| 2025-05-09 | 13F | Halter Ferguson Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 50 | 0.00 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 1,546 | -3.44 | 59 | -4.84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 767 | 0.00 | 29 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 213,344 | -45.64 | 8,192 | -46.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,019 | 0.36 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 250,297 | -22.93 | 9,611 | -23.73 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 65 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 151,622 | -16.99 | 5,822 | -17.85 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14,062 | 98.00 | 540 | 96.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 1,699 | 0.00 | 65 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 306 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 450 | -10.00 | 17 | -10.53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28,542 | -13.34 | 1,096 | -14.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 22,700 | -70.63 | 872 | -70.96 | |||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 196 | 0.00 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Canal Insurance CO | 30,000 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 884 | -62.87 | 34 | -65.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38,226 | 134.17 | 1,468 | 131.75 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 55 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 260 | 0.00 | 10 | -10.00 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 36,802 | -14.80 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8,091 | -12.07 | 312 | -12.89 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 159 | 0.00 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 810 | 0.00 | 31 | 3.33 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | -13.04 | 19 | -13.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58,138 | -6.56 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,084 | -38.62 | 42 | -39.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,214 | -7.64 | 853 | -8.68 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 206 | -33.76 | 8 | -41.67 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 514 | 0.00 | 20 | 0.00 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 125 | 0.00 | 5 | 0.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 671 | 0.00 | 26 | -3.85 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,474 | 210 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 35 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 24 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 912 | 0.00 | 35 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25,000 | 960 | ||||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348,960 | -20.01 | 13,400 | -20.83 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 38 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5,690 | 1.68 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 | -3.23 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21,911 | -59.71 | 841 | -60.14 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,000 | 0.00 | 38 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 9,863 | -65.47 | 379 | -65.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22,033 | 9.01 | 846 | 7.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 687 | -61.23 | 26 | -61.76 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 285 | 0.00 | 11 | -9.09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 129 | -65.14 | 5 | -71.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,099 | -8.34 | 42 | 10.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,957 | 128.53 | 574 | 126.88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6,257 | 240 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 8,454 | -38.84 | 325 | -39.55 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | -63.27 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86,643 | -6.89 | 3,328 | -7.84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,313 | -18.45 | 50 | -19.35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9,004 | -85.97 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 33 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 261 | -50.85 | 10 | -52.38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 291 | 0.00 | 11 | 0.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 9,441 | -66.05 | 363 | -68.05 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 1,764 | -38.79 | 68 | -39.64 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,398 | 1.90 | 514 | 0.78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 220 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 630 | -54.71 | 24 | -54.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 897 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23,873 | 64.44 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 9,230 | -77.26 | 354 | -77.85 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 17 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6,900 | 265 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 600 | 0.00 | 23 | 0.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,603 | 0.68 | 369 | -0.54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38,515 | 1,479 | ||||||
| 2025-04-22 | 13F | Country Trust Bank | 132 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | 0.00 | 18 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,000 | 77 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 850 | 0.00 | 33 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 151,822 | -0.98 | 5,830 | -2.02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 496 | -7.46 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,633 | -19.91 | 526 | -20.30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 555 | 0.00 | 21 | 0.00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,041 | -13.11 | 78 | -14.29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 0.00 | 18 | 0.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 187 | -23.36 | 7 | -22.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,629 | -5.13 | 3,595 | -6.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51,769 | -23.91 | 1,988 | -24.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 263,492 | -10.25 | 10,118 | -11.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 831 | 0.00 | 32 | 3.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 38,400 | -26.01 | 1,475 | -26.78 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12,800 | -38.16 | 492 | -38.85 | |||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 759 | 0.00 | 29 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,949 | -2.19 | 228 | -2.98 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,373 | -4.25 | 246 | -6.49 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 924 | 0.00 | 36 | -5.41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,295 | -3.74 | 126 | -4.55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,150 | -6.57 | 198 | -7.51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 | -98.33 | 0 | -100.00 |
