Kepemilikan Institusional dan Dana - Penjual
Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 504 | -3.45 | 65 | 6.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46,908 | -12.77 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 9,540 | -9.43 | 1,110 | -10.27 | ||||
| 2025-08-13 | 13F | Capital International Investors | 175,704 | -43.84 | 22,497 | -38.14 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 80,801 | -0.66 | 10,400 | 9.87 | ||||
| 2025-05-07 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,321 | -7.18 | 556 | 2.59 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 27,539 | -13.34 | 3,542 | -4.25 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 72,288 | -40.20 | 9,296 | -33.93 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2,394 | -7.46 | 308 | 1.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 112,100 | -8.42 | 14,416 | 1.19 | |||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 11,509 | -87.55 | 1,480 | -86.24 | ||||
| 2025-08-14 | 13F | Harding Loevner Lp | 14,287 | -58.70 | 1,838 | -54.37 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 1,733 | -18.10 | 223 | -9.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36,400 | -8.77 | 4,681 | 0.82 | |||
| 2025-07-21 | 13F | Sageworth Trust Co | 1,736,413 | -0.52 | 223,303 | 9.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,977 | -3.91 | 4,627 | 6.17 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 11,836 | -69.65 | 2,303 | -53.26 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 2,700 | -9.70 | 346 | -0.58 | ||||
| 2025-04-14 | 13F | Sivia Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | MayTech Global Investments, LLC | 12,322 | -73.14 | 1,601 | -70.01 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 1,907 | -35.55 | 245 | -28.78 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 14,984 | -24.92 | 1,947 | -15.53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 424,722 | -2.29 | 54,619 | 7.96 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 7,286 | -1.17 | 937 | 9.22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 42,429 | -1.63 | 5,457 | 8.69 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5,877 | -42.28 | 756 | -32.10 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 29,979 | -0.75 | 3,855 | 9.67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14,610 | -11.65 | 1,879 | -2.39 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 28,179 | -6.16 | 3,624 | 3.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 16,437 | -27.13 | 2,114 | -19.50 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 9,932 | -68.46 | 1,277 | -65.15 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 20,469 | -22.86 | 2,633 | -14.77 | ||||
| 2025-08-08 | 13F | KBC Group NV | 6,609 | -62.44 | 1 | -100.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,846 | -22.21 | 1,523 | -14.05 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 83,028 | -0.21 | 10,677 | 10.27 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 151,449 | -73.45 | 19,392 | -70.75 | ||||
| 2025-05-08 | 13F | Nicolet Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 5,475 | -71.48 | 701 | -68.58 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1,684 | -33.54 | 217 | -26.53 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3,271 | -27.57 | 421 | -20.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 4,827 | -0.60 | 621 | 9.73 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3,434 | -12.71 | 442 | -3.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,952 | -27.70 | 251 | -19.29 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 41,563 | -0.84 | 5,345 | 9.57 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Rhumbline Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 28,089 | -6.18 | 3,612 | 3.67 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 14,707 | -12.18 | 1,891 | -2.98 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Allianz Se | 525,698 | -1.32 | 67,605 | 9.04 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 56,957 | -92.79 | 7,325 | -92.04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Moneda S.A. Administradora General de Fondos | 43,523 | -11.57 | 5,597 | -2.29 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 2,852 | -0.73 | 367 | 9.58 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 232,948 | -2.42 | 29,989 | 7.92 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,950 | -20.34 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 34,683 | -6.44 | 4,460 | 3.38 | ||||
| 2025-07-30 | 13F | Privium Fund Management (UK) Ltd | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2,103 | -2.28 | 245 | -5.43 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13,859 | -27.53 | 1,782 | -19.91 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 422,462 | -34.12 | 54,278 | -27.38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 57,472 | -1.75 | 7,391 | 8.55 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 2,149 | -38.12 | 276 | -31.68 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 586 | -41.34 | 75 | -35.34 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 30,958 | -0.52 | 3,981 | 8.89 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 8,460 | -27.09 | 1,088 | -19.41 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2,160 | -32.84 | 278 | -25.94 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 2,956 | -0.87 | 380 | 9.51 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-13 | 13F | PKO Investment Management Joint-Stock Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 24,495 | -11.40 | 3,150 | -2.08 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 157,943 | -34.99 | 20,311 | 1,566.20 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 268 | -10.07 | 35 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 459,719 | -39.47 | 59,120 | -33.12 | ||||
| 2025-04-16 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | GDS Wealth Management | 5,031 | -1.06 | 647 | 9.31 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4,075 | -1.26 | 1 | |||||
| 2025-05-01 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2,979 | -80.08 | 383 | -77.99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,257 | -96.54 | 290 | -96.19 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 250 | -88.10 | 29 | -88.21 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75,191 | -6.47 | 9,670 | 3.35 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 1,092 | -42.28 | 140 | -36.36 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 1,386,120 | -21.25 | 178,255 | -12.99 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 200,195 | -0.04 | 25,745 | 10.44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,554 | -75.53 | 714 | -73.17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22,410 | -41.83 | 2,882 | -35.73 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32,465 | -5.27 | 4,175 | 4.66 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,749 | -85.67 | 739 | -84.15 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117,835 | -22.59 | 15,154 | -14.47 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 128,438 | -1.80 | 17 | 6.67 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 14,225 | -3.98 | 1,829 | 6.09 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 69,802 | -72.67 | 9 | -72.41 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | Voya Infrastructure, Industrials & Materials Fund | 18,375 | -8.80 | 2,272 | -6.66 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 6,013 | -0.35 | 773 | 10.11 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2,670 | -2.20 | 0 | |||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 35,134 | -3.53 | 4,518 | 6.61 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 150,462 | -0.28 | 19,349 | 10.18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,519,348 | -8.74 | 966,988 | 0.83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 92,676 | -2.04 | 11,918 | 8.25 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13,838 | -2.05 | 1,780 | 8.21 | ||||
| 2025-05-02 | 13F | Wsfs Capital Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 111 | -35.47 | 14 | -30.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 149,770 | -17.36 | 19,261 | -8.69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,195 | -1.48 | 668 | 8.97 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 10,471 | -0.09 | 1,347 | 10.42 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 8,842 | -16.09 | 1,137 | -7.26 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10,319 | -56.45 | 1,327 | -51.87 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 4,703 | -78.12 | 605 | -75.86 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6,570 | -12.70 | 845 | -3.54 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2,192,824 | -7.79 | 281,997 | 1.89 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 7,639 | -54.22 | 982 | -49.43 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 60,883 | -3.97 | 7,830 | 6.10 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,030 | -2.12 | 261 | 8.30 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 82,033 | -4.79 | 10,549 | 5.20 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 108,071 | -0.31 | 14 | 8.33 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 6,985 | -5.88 | 898 | 4.06 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Cornerstone Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5,302 | -2.80 | 682 | 7.41 | ||||
| 2025-08-14 | 13F | Hackensack Meridian Health, Inc. | 85,000 | -86.72 | 10,931 | -85.33 | ||||
| 2025-04-25 | 13F | Northwest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 3,981 | -28.37 | 512 | -20.90 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2,522 | -2.89 | 324 | 7.28 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 814,395 | -0.93 | 104,731 | 9.46 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,844 | -34.11 | 1,266 | -27.22 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 621,117 | -47.79 | 79,876 | -42.31 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,428 | -0.92 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 33,644 | -15.03 | 4,329 | -7.48 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 207,698 | -11.72 | 27 | -3.70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 3,155 | -24.74 | 415 | -14.99 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Centerstone Investors, LLC | 15,984 | -73.05 | 2,056 | -70.22 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 1,583 | -91.17 | 206 | -90.18 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,522 | -2.47 | 1,739 | 7.75 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 34,459 | -0.32 | 4,431 | 10.14 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 52 | -10.34 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 7,142 | -7.17 | 919 | 2.57 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22,401 | -30.28 | 2,881 | -22.97 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 102,924 | -7.08 | 13,236 | 2.67 | ||||
| 2025-05-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5,526 | -74.84 | 711 | -72.22 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 15,282 | -12.50 | 1,965 | -3.30 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6,712 | -1.97 | 863 | 8.42 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 190,385 | -4.86 | 24,484 | 5.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 465,774 | -1.61 | 59,899 | 8.71 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 271,947 | -38.24 | 34,972 | -31.76 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 58 | -71.57 | 7 | -69.57 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 925 | -13.95 | 119 | -5.60 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 3,902 | -11.06 | 502 | -1.76 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 4,212 | -2.95 | 542 | 7.13 | ||||
| 2025-05-12 | 13F | Managed Asset Portfolios, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,700 | -24.35 | 347 | -16.39 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 8,778 | -2.22 | 1,129 | 8.05 | ||||
| 2025-05-14 | 13F | Credit Agricole S A | 3,671 | -75.50 | 427 | -75.74 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 203,236 | -4.51 | 26,136 | 5.51 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 15,756 | -0.29 | 2,026 | 10.17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22,006 | -0.10 | 2,830 | 10.38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14,795 | -35.69 | 1,903 | -28.95 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 1,688 | -38.93 | 217 | -32.40 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 45,297 | -1.52 | 5,825 | 8.82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 27,590 | -0.86 | 3,548 | 9.54 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 88,558 | -76.99 | 11,389 | -74.57 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,219 | -70.93 | 285 | -68.82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2,468 | -2.76 | 317 | 7.46 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 205,758 | -75.30 | 26,460 | -72.71 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 59,220 | -1.63 | 7,616 | 8.69 | ||||
| 2025-05-14 | 13F | Disciplina Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 509 | -14.60 | 65 | -5.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,137,324 | -15.59 | 146,260 | -6.74 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 23,057 | -62.10 | 2,965 | -58.12 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2,853 | -29.24 | 367 | -21.96 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 105,372 | -34.94 | 13,551 | -28.11 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 12,366 | -0.51 | 1,590 | 9.96 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 6,869 | -7.77 | 883 | 1.96 | ||||
| 2025-05-09 | 13F | Acima Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Factory Mutual Insurance Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital World Investors | 26,340 | -39.41 | 3,373 | -33.27 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5,641 | -19.17 | 725 | -10.71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 77,595 | -5.87 | 9,979 | 4.00 | ||||
| 2025-05-13 | 13F | MKP Capital Management, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 61,317 | -5.55 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,150 | -0.54 | 1,177 | 8.79 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 61,108 | -2.71 | 7,859 | 7.50 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2,610 | -38.52 | 336 | -32.19 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 4,807 | -2.44 | 618 | 7.85 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 17,552 | -26.43 | 2,043 | -10.79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,304 | -2.50 | 2,740 | 7.71 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,419 | -1.87 | 182 | 8.33 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1,423,054 | -1.50 | 183,005 | 8.84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 7,193 | -0.48 | 925 | 9.99 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 7,330 | -1.12 | 943 | 9.28 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 52,936 | -2.11 | 6,839 | 12.85 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 2,272 | -19.49 | 292 | -10.98 | ||||
| 2025-05-13 | 13F | Lepercq De Neuflize Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 145,208 | -25.16 | 18,674 | -17.31 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Altman Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4,135 | -1.66 | 532 | 8.59 | ||||
| 2025-08-13 | 13F | GQG Partners LLC | 5,694 | -35.93 | 732 | -29.21 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 211,651 | -10.34 | 27,218 | -0.93 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 1,382,484 | -25.98 | 177,787 | -18.22 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 97,879 | -14.66 | 12,587 | -5.71 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 27,451 | -0.25 | 3,530 | 10.21 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 34,828 | -1.21 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 2,892 | -16.99 | 372 | -8.40 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 432 | -31.65 | 56 | -24.66 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 1,659 | -1.07 | 213 | 5.45 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 26,377 | -13.73 | 3,392 | -4.67 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 149 | -43.35 | 19 | -36.67 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 455,417 | -5.38 | 58,567 | 4.55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2,281 | -84.49 | 293 | -82.88 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,835 | -2.32 | 622 | 3.85 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 4,638 | -0.77 | 596 | 9.76 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 2,686 | -57.85 | 345 | -53.44 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 12,745 | -18.75 | 1,639 | -10.25 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 11,792 | -1.82 | 1,516 | 8.52 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 5,552 | -9.97 | 714 | -0.56 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 660 | -10.08 | 85 | 5.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 455,425 | -5.50 | 58,568 | 4.41 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 218,468 | -2.74 | 28,095 | 7.46 | ||||
| 2025-05-06 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Aristotle Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 168,302 | -3.22 | 21,644 | 6.93 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 26,111 | -0.63 | 3,358 | 9.78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 26,005 | -3.56 | 3,344 | 6.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42,232 | -0.29 | 5,431 | 10.18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 114,803 | -0.29 | 14,764 | 10.17 | ||||
| 2025-05-14 | 13F | DC Investments Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 15,789 | -65.28 | 2,030 | -61.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 46,900 | -55.29 | 6,031 | -50.60 | |||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 89,595 | -0.98 | 11,522 | 9.40 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 9,492 | -0.84 | 1,221 | 9.52 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-15 | 13F | Johns Hopkins University | 513,164 | -87.68 | 65,993 | -86.39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,053 | -62.58 | 135 | -58.72 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 13,856 | -0.57 | 1,782 | 9.87 | ||||
| 2025-07-22 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 345,102 | -77.64 | 44,380 | -75.30 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1,716 | -6.84 | 221 | 2.80 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 13,552 | -10.29 | 1,743 | -0.91 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,614 | -5.22 | 593 | 4.77 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 260 | -23.75 | 30 | -21.05 | ||||
| 2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 |
