Mga Batayang Estadistika
| Pemilik Institusional | 456 total, 455 long only, 0 short only, 1 long/short - change of -2.14% MRQ |
| Alokasi Portofolio Rata-rata | 0.2243 % - change of -0.21% MRQ |
| Saham Institusional (Jangka Panjang) | 49,235,806 (ex 13D/G) - change of 3.36MM shares 7.33% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,001,262 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF (US:SPYD) memiliki 456 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 49,235,806 saham. Pemegang saham terbesar meliputi Meiji Yasuda Life Insurance Co, LPL Financial LLC, Ameriprise Financial Inc, Bank Of America Corp /de/, Auto-Owners Insurance Co, SBI Securities Co., Ltd., Morgan Stanley, Wells Fargo & Company/mn, First Command Advisory Services, Inc., and Envestnet Asset Management Inc .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF (ARCA:SPYD) 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 44.81 / share. Previously, on September 5, 2024, the share price was 44.80 / share. This represents an increase of 0.02% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 290 | 0.69 | 12 | 0.00 | ||||
| 2025-05-01 | 13F | Country Club Bank /gfn | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 4,902 | 0.00 | 208 | -3.70 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 31,451 | 10.01 | 1,335 | 5.45 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 511 | -93.47 | 22 | -93.93 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15,144 | 643 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 37,079 | -5.02 | 1,574 | -8.92 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10,690 | 454 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6,439 | 1.21 | 278 | -1.42 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 33,605 | 25.92 | 1,426 | 20.75 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,125 | 0.00 | 48 | -4.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,632 | -7.40 | 451 | -9.07 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20,320 | -15.87 | 862 | -19.29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 269 | 13,350.00 | 11 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6,791 | -55.37 | 288 | -57.21 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263,549 | -0.70 | 11,665 | 9.55 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 11 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 5,990 | 0.00 | 254 | -4.15 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,366 | -19.52 | 398 | -22.91 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 5,620 | 0.00 | 239 | -4.03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,330 | 2.53 | 438 | -1.57 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4,032 | 0.00 | 171 | -3.93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 833 | 35 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,501 | 29.62 | 1,549 | 24.32 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 17,677 | 0.00 | 750 | -4.09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 28,480 | -25.94 | 1,209 | -28.98 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 65,951 | -3.39 | 2,799 | -7.38 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,337 | 0.00 | 57 | -5.08 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7,222 | -1.30 | 307 | -5.26 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,603 | 492 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 48,689 | -23.21 | 2,066 | -26.37 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 608 | 1.16 | 26 | -3.85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4,743 | -0.27 | 201 | -4.29 | ||||
| 2025-08-04 | 13F | Balentine LLC | 14,071 | -9.39 | 597 | -13.10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 299,625 | 6.29 | 12,716 | 1.92 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 6,565 | -3.44 | 279 | -7.33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,456 | -3.56 | 359 | -7.73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,019 | -0.64 | 1,486 | -4.68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 82,011 | 0.77 | 3,481 | -3.39 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,122,557 | 0.26 | 132,521 | -3.86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 87,176 | 2.40 | 3,700 | -1.83 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5,561 | 34.55 | 236 | 29.12 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5,143 | 11.93 | 218 | 7.39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 58,680 | -14.64 | 2,490 | -18.15 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,480 | 0.00 | 317 | -4.23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7,418 | -32.06 | 315 | -34.99 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5,494 | -19.90 | 233 | -23.10 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,555 | 5.83 | 236 | 1.29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57,582 | -15.63 | 2,444 | -19.11 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 194,578 | 208.04 | 8 | 300.00 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 48,599 | -23.76 | 2,063 | -26.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255,407 | 26.08 | 10,841 | 20.90 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 220,187 | -29.66 | 9,345 | -32.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,336 | -2.70 | 524 | -6.77 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6,201 | -2.59 | 263 | -6.41 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 19,795 | -18.70 | 840 | -22.01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 250 | 0.00 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 100,812 | 2.96 | 4,278 | -1.27 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 10,592,146 | 0.00 | 449,531 | -4.11 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 195 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 306 | 0.00 | 13 | -7.69 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6,600 | -44.54 | 280 | -46.77 | |||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 40,384 | 0.00 | 1,714 | -4.14 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 36,429 | -0.67 | 1,546 | -4.74 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,955 | 23.58 | 465 | 18.37 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46,183 | 35,154.20 | 1,960 | 39,100.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6,817 | -6.36 | 289 | -10.25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,687 | -33.71 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 108,584 | -1.07 | 4,608 | -5.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 33,960 | -3.91 | 1,441 | -7.57 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 6,448 | 0.00 | 274 | -4.21 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 450,729 | -4.68 | 19,129 | -8.60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 40,135 | -0.17 | 1,703 | -4.27 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 195,143 | 1.70 | 8 | 0.00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17,950 | -1.42 | 762 | -5.47 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 24,606 | 2.86 | 1,044 | -1.32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 99,045 | 8.31 | 4,203 | 3.85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11,013 | -0.07 | 465 | 0.65 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 957 | -2.74 | 41 | -6.98 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 36,158 | 1,535 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2,870 | 7.49 | 122 | 2.54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11,398 | -25.37 | 484 | -28.44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 649 | 0.00 | 28 | -3.57 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 148,802 | 2.30 | 6,315 | -1.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26,410 | -23.68 | 1,121 | -26.85 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 10,114 | 0.00 | 429 | -4.03 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,606 | -7.54 | 153 | -11.05 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 70,058 | 4.87 | 2,973 | 0.58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 117,211 | -3.70 | 4,974 | -7.67 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 29,616 | 0.81 | 1,257 | -3.38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 44,305 | 3.35 | 1,880 | -0.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 86,920 | -48.17 | 3,689 | -50.31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,813 | 2.07 | 247 | -2.38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 10,130 | 430 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,872 | -1.83 | 377 | -5.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 467,090 | -11.29 | 19,823 | -14.94 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 51,325 | 957.81 | 2,178 | 917.76 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 10,972 | -12.62 | 466 | -16.22 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 122,394 | 0.00 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 20,283 | 0.00 | 861 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 4 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8,920 | -2.06 | 379 | -6.20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46,499 | 9.31 | 1,973 | 4.84 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 44,436 | -3.52 | 1,886 | -7.51 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6,747 | 0.00 | 286 | -4.03 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 5,700 | 0.00 | 242 | -4.37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 71,626 | -1.75 | 2,044 | -35.82 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9,827 | 1.18 | 417 | -2.80 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 717 | 0.00 | 30 | -3.23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 155,863 | 5.05 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 463 | 0.00 | 20 | -5.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 12,351 | -10.59 | 524 | -14.24 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 9,385 | 0.86 | 398 | -3.16 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5,969 | 0.00 | 253 | -4.17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 870,612 | 4.25 | 36,949 | -0.04 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 26,274 | -2.91 | 1,115 | -6.85 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 11,277 | 479 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 10,523 | 25.21 | 447 | 20.22 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 141 | 6 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 11,448 | -31.01 | 486 | -33.92 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 117 | 0.86 | 5 | -20.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 608,877 | 9.68 | 26 | 4.17 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 77,333 | -1.68 | 3,282 | -5.72 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 20,665 | 42.37 | 877 | 36.60 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 19 | 5.56 | 1 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 48,270 | 2,049 | ||||||
| 2025-04-17 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 35,617 | -3.39 | 1,512 | -7.36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126,495 | 7.32 | 5,368 | 2.91 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,150 | 0.00 | 49 | -4.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,415 | -2.78 | 230 | -6.91 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,510 | -25.77 | 361 | -28.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 671,161 | 6.44 | 28,484 | 2.06 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 40 | 2 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 138,868 | -0.64 | 5,894 | -4.74 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20,515 | -0.91 | 871 | -5.02 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 48,407 | 8.53 | 2,054 | 4.05 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 557,879 | -0.57 | 23,676 | -4.66 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5,821 | 25.45 | 247 | 20.49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20,205 | -0.70 | 857 | -3.60 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 84,856 | 13.59 | 3,601 | 8.92 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 14,310 | 5.45 | 607 | 1.17 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 11,276 | 479 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 9,522 | -14.93 | 404 | -18.38 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 110,938 | 13.18 | 4,708 | 8.53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5,039 | 0.00 | 214 | -4.05 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32,800 | -3.21 | 1,392 | -7.20 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | -92.59 | 8 | -93.28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,084 | 0.54 | 386 | -3.51 | ||||
| 2025-07-17 | 13F | City Holding Co | 2,220 | -13.79 | 94 | -16.81 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 270 | 0.00 | 11 | 0.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 54 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39,341 | -19.74 | 1,670 | -23.05 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,439 | 1.21 | 273 | -2.85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,589 | 237 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,701 | -18.04 | 1,133 | -21.37 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,224 | -39.34 | 434 | -30.50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,534,839 | 0.50 | 65,139 | -3.63 | ||||
| 2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16,196 | 19.62 | 687 | 14.69 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6,514 | -2.18 | 276 | -6.12 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 195 | 0.00 | 8 | 0.00 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 9,650 | 1.63 | 410 | -2.62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 237,820 | 25.20 | 10,093 | 20.05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14,612 | -0.19 | 620 | -4.17 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5,096 | 221 | ||||||
| 2025-07-17 | 13F | SWS Partners | 218,491 | 1.46 | 9,273 | -2.72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17,283 | 73.93 | 733 | 66.97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 2,070 | 1.17 | 88 | -3.33 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 16,097 | 0.00 | 683 | -4.07 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 300 | 13 | ||||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 91,329 | 40.77 | 3,876 | 35.01 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 17,710 | 752 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 84,882 | 11.15 | 3,602 | 6.57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 10,103 | 0.22 | 429 | -4.04 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,376 | -57.75 | 143 | -59.49 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 8,227 | -1.79 | 349 | -5.68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 67,400 | -11.78 | 2,860 | -15.41 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74,524 | 3,163 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 12,200 | -49.17 | 518 | -51.32 | |||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,739 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | White Pine Capital Llc | 60,699 | -4.24 | 2,576 | -8.16 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 8,252 | -53.33 | 350 | -55.24 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,453 | -13.15 | 231 | -16.61 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31,466 | 2.01 | 1,335 | -2.20 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 117,005 | 4.00 | 4,966 | -0.28 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5,525 | 2.35 | 234 | -1.68 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 12,015 | 0.28 | 510 | -3.96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 48,678 | -23.42 | 2,066 | -26.59 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38,382 | 13.82 | 1,629 | 9.12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 16,027 | 1.91 | 695 | 5.62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 37,736 | -10.54 | 1,602 | -14.20 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 39,455 | -11.39 | 1,674 | -15.03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 84,717 | 4.99 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 134,147 | -2.01 | 5,693 | -6.04 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5,333 | 0.32 | 226 | -3.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,329 | -10.06 | 693 | -13.70 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34,877 | 2.21 | 1,518 | 6.23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 4,815 | 0.48 | 204 | -3.77 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22,513 | -3.61 | 955 | -7.46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,330 | 354 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,044 | 1.16 | 44 | -2.22 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 18,340 | -0.47 | 797 | 6.99 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23,365 | -18.91 | 1,016 | -20.31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 554,807 | 20.78 | 23,546 | 15.82 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 147,601 | 0.00 | 6,264 | -4.10 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5,783 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 350 | 45.83 | 15 | 40.00 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 25,953 | 5.45 | 1,101 | 1.10 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,950 | 116.67 | 83 | 110.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28,373 | 0.24 | 1,204 | -3.83 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 8,100 | -23.58 | 344 | -26.87 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 573 | 24 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49,717 | 3.79 | 2,163 | 2.03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 555 | -26.49 | 24 | -30.30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,950 | 0.07 | 125 | -3.85 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,050 | 0.00 | 45 | -4.35 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,758 | 0.00 | 202 | -4.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12,926 | -16.03 | 549 | -19.53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34,954 | 1,483 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 74,025 | 25.46 | 3,142 | 20.30 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 281,181 | 5.08 | 11,933 | 0.76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6,300 | -16.00 | 267 | -19.34 | |||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 12,200 | -21.56 | 518 | -24.85 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 387 | -8.29 | 16 | -11.11 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 117,020 | 2.52 | 4,966 | -1.68 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 14,804 | -11.81 | 628 | -15.36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 51,740 | 0.06 | 2,196 | -4.06 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 188,969 | -0.92 | 8,020 | -5.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 74,474 | -2.05 | 3,161 | -6.09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 83,378 | 27.52 | 3,539 | 22.30 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10,933 | 1.86 | 464 | -2.53 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 216 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 66,228 | 5.96 | 2,811 | 1.63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53,127 | 188.37 | 2,255 | 176.56 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 4,825 | -50.30 | 203 | -52.68 | ||||
| 2025-04-15 | 13F | Collier Financial | 16,178 | 716 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,833 | -5.26 | 460 | -9.29 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,500 | 0.00 | 64 | -4.55 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 11 | -79.63 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 195,905 | 43.77 | 8 | 33.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1,000 | 42 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 23,990 | -12.70 | 1,026 | -10.79 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 21,738 | -14.38 | 923 | -17.90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 754 | 32 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,160 | 0.00 | 49 | -3.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 207,028 | 11.68 | 8,786 | 7.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 146,741 | 7.48 | 6 | 0.00 | ||||
| 2025-05-05 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,070 | -30.41 | 470 | -32.23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,588 | 1.82 | 237 | -2.07 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Peterson Wealth Services | 2,068 | 0.78 | 88 | -3.33 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11,847 | -8.64 | 503 | -12.39 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,911 | -0.43 | 972 | -4.52 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,236 | -3.70 | 222 | -7.50 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 27,474 | 1,166 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 127,750 | 0.00 | 5,422 | -4.12 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 5,293 | -8.73 | 225 | -12.50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7,083 | -0.65 | 301 | -4.76 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 19,997 | 0.00 | 849 | -4.18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 717 | 0.00 | 30 | -3.23 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 250 | 11 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 100,955 | -0.10 | 4,285 | 1.32 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 18,619 | 0.00 | 790 | -4.13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,100 | -11.58 | 47 | -16.36 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 188 | 8 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 788 | 60.82 | 33 | 57.14 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 3,460 | 0.00 | 147 | -4.58 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 34,285 | -1.41 | 1,455 | -5.46 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 64,508 | -6.43 | 2,738 | -10.29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,720 | -17.96 | 209 | -16.13 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5,622 | 11.68 | 239 | 7.21 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10,727 | 16.48 | 455 | 11.79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 375,265 | 44.93 | 15,926 | 38.97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,021 | 6.38 | 213 | 2.40 | ||||
| 2025-07-10 | 13F | Security National Bank | 9,759 | 0.00 | 414 | -3.94 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 20,031 | 0.00 | 850 | -4.06 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 7,222 | -1.30 | 307 | -5.26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32,850 | 27.22 | 1,444 | 34.95 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,080 | 0.30 | 216 | -4.02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43,236 | 10.80 | 1,835 | 6.20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 196,328 | 3.49 | 8,332 | -0.76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17,590 | -32.75 | 752 | -35.09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 59,889 | 377.96 | 2,542 | 358.66 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 54,026 | -13.63 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 275 | -70.71 | 12 | -73.17 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 11,070 | 1.09 | 470 | -3.10 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 29,685 | -1.99 | 1,260 | -6.04 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 7,064 | -2.94 | 300 | -7.14 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,445 | 21.52 | 103 | 18.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 93,468 | -37.02 | 3,967 | -39.62 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100,602 | 4.86 | 4,270 | 0.54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 86,241 | 4.48 | 3,660 | 0.19 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 880 | 0.00 | 37 | -2.63 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 21,856 | 928 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 343 | 0.00 | 15 | -6.67 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,480 | 0.00 | 63 | -4.62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15,440 | -2.98 | 683 | -0.73 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 20,436 | 0.37 | 867 | -3.77 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 34,141 | 1,449 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,536 | -24.58 | 320 | -27.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34,063 | 52.16 | 1,437 | 46.93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49,563 | 7.96 | 2,103 | 3.55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,841 | 0.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 6,183 | 0.00 | 262 | -4.03 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 24,488 | -3.28 | 1,039 | -7.23 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 193,365 | -1.10 | 8,210 | -5.13 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 16,960 | -7.54 | 720 | -11.34 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,609 | 8.97 | 1,341 | 4.52 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 75,330 | -3.10 | 3,197 | -7.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27,230 | 1.63 | 1,156 | -2.53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 7,250 | -53.89 | 308 | -55.83 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7,911 | 0.00 | 336 | -4.29 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,314 | 0.00 | 98 | -3.92 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 32,034 | 37.58 | 1,360 | 31.94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31,429 | 7.08 | 1,334 | 2.62 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 25,025 | 0.15 | 1,062 | -3.89 | ||||
| 2025-04-23 | 13F | Financial Enhancement Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 24,360 | 1,034 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 8,130 | 0.00 | 345 | -3.90 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,618 | -19.36 | 196 | -22.53 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 300 | 0.00 | 13 | -7.69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36,690 | -5.26 | 1,557 | -9.11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,641 | 2.81 | 494 | -1.40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,576 | 0.34 | 279 | -3.79 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,922 | -16.51 | 83 | -17.82 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 10,413 | 5.16 | 442 | 0.91 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,359 | 61.60 | 486 | 55.95 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 43,246 | 0.26 | 1,835 | -3.88 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 10,090 | -9.02 | 428 | -12.65 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 12,580 | -2.39 | 534 | -6.49 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,639 | 0.00 | 112 | -4.31 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,290 | -15.24 | 309 | -18.68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 245 | 0.00 | 10 | 0.00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 120,970 | 12.89 | 5,134 | 8.25 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 10,297 | -0.90 | 437 | -4.79 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7,150 | 0.42 | 303 | -3.81 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 982 | 1.13 | 42 | -2.38 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 455,944 | 43.03 | 19,350 | 37.16 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 8,748 | -1.77 | 371 | -5.84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,055 | -4.22 | 299 | -8.28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 132,552 | 5,628 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,248 | -13.51 | 53 | -17.46 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,709 | 0.00 | 73 | -4.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,634 | -0.42 | 494 | -4.64 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 57,100 | -6.47 | 2,423 | -10.33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,442 | -37.36 | 372 | -33.75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,113 | 429 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 149,494 | -12.26 | 6,345 | -15.87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,023,367 | -17.46 | 43,432 | -20.85 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 26,000 | 0.99 | 1,103 | -3.16 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 139,789 | 4.10 | 5,933 | -0.19 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9,828 | -7.71 | 417 | -11.46 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 214,256 | -8.06 | 9,093 | -11.84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6,170 | -12.54 | 262 | -16.35 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 8,800 | 0.00 | 373 | -4.11 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 16,790 | -5.21 | 1 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 33,036 | -2.55 | 1,402 | -6.53 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 195,322 | 0.00 | 8,289 | -4.11 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 407,883 | 2.15 | 17,311 | -2.05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 14,232 | 0.00 | 604 | -3.97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,288 | 0.00 | 97 | -3.96 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30,582 | 50.21 | 1,298 | 43.95 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 195 | -67.66 | 8 | -69.23 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 562 | 4.27 | 24 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 28,580 | 4.28 | 1,213 | 0.00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 29,994 | 11,897.60 | 1,273 | 11,463.64 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10,677 | 12.13 | 473 | 14.84 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 43 | 2.38 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,416 | -1.56 | 230 | -5.76 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10,262 | 12.81 | 436 | 8.21 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,671 | -0.14 | 368 | -4.17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,492 | 0.00 | 63 | -4.55 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 24,800 | 13.02 | 1,053 | -4.10 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,764,341 | 31.25 | 159,716 | 25.82 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 375,953 | 5.30 | 15,955 | 0.97 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2,948 | -0.71 | 126 | -3.82 | ||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 196,936 | 0.20 | 8,358 | -3.93 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 7,609 | -4.91 | 323 | -9.04 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 217,913 | 0.00 | 9,248 | -4.11 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,674 | 0.00 | 71 | -4.05 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,258 | -5.20 | 53 | -8.62 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 29,119 | 2.65 | 1,236 | -1.59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,198 | 0.82 | 496 | 6.22 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20,996 | 2.67 | 891 | -1.55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,777 | 0.00 | 372 | -4.12 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 77,001 | 3,268 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5,084 | 0.00 | 216 | -4.44 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 27,093 | -47.46 | 1,150 | -49.65 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163,152 | 16.65 | 7 | 0.00 | ||||
| 2025-05-07 | 13F | Vantage Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 275 | 0.00 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7,220 | -8.71 | 306 | -12.57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,128 | 22,460.00 | 48 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,720 | 19.86 | 73 | 14.29 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6,052 | 257 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 282,168 | 17.12 | 11,975 | 14.96 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 33,973 | -1.85 | 1,442 | -5.94 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5,251 | -16.31 | 223 | -19.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 647,675 | 3.73 | 27,487 | -0.54 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8,348 | -1.02 | 354 | -5.09 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18,760 | 7.41 | 796 | 3.11 | ||||
| 2025-04-23 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,040 | 44 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3,207 | 0.00 | 136 | -3.55 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45,662 | 1.38 | 1,938 | -2.81 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6,215 | 0.00 | 274 | 5.38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17,346 | -18.74 | 736 | -21.87 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,754 | -5.37 | 287 | -9.21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 580 | 1.22 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 76,794 | 26.96 | 3,259 | 21.74 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24,263 | 0.00 | 1,030 | -4.10 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 575 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 12,241 | 1.43 | 519 | -2.81 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 689 | -96.68 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 4,968 | 220 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,558 | -38.31 | 193 | -40.80 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14,500 | 615 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,024 | 1,239.49 | 468 | 1,234.29 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 800 | 0.00 | 34 | -5.71 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 5,214 | 0.00 | 221 | -3.91 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 76,278 | 0.28 | 3,237 | -3.83 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 15,590 | -3.11 | 662 | -7.16 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 9,018 | 12.57 | 383 | 7.91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8,447 | -21.38 | 358 | -24.63 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,577 | 6.66 | 111 | 4.72 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,345 | 0.00 | 100 | -3.88 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 377 | -40.44 | 16 | -42.86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197,990 | 103.05 | 8,403 | 94.74 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 333,498 | 7.81 | 14,154 | 3.37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77,526 | -0.68 | 3,290 | -4.75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,798 | -2.92 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2,050,000 | 192.40 | 86,940 | 176.87 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5,772 | 0.00 | 245 | -4.31 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,000 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 7,475 | 0.00 | 317 | -3.94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,846 | -2.44 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 931 | 0.00 | 39 | -4.88 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22,789 | 2.29 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142,326 | -5.93 | 6,040 | -9.80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12,341 | 0.02 | 524 | -4.21 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16,082 | 0.09 | 683 | -4.08 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 9,215 | 1.78 | 391 | -2.25 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 9,083 | 385 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7,244 | 41.07 | 307 | 38.29 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 47,193 | 8.46 | 2,003 | 4.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,912 | 0.00 | 506 | -4.17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 53,361 | 23.21 | 2,265 | 18.16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 52.24 | 4 | 100.00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 563 | 0.00 | 24 | -4.17 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58,301 | 0.13 | 2,474 | -3.96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 181 | 0.00 | 8 | -12.50 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 110 | 37.50 | 5 | 33.33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,793 | -13.22 | 500 | -16.81 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4,812 | 204 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,475,224 | -2.42 | 62,609 | -6.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,427,531 | 6.78 | 187,904 | 2.39 |
Other Listings
| MX:SPYD |
