Statistiques de base
Propriétaires institutionnels | 181 total, 181 long only, 0 short only, 0 long/short - change of 7,10% MRQ |
Allocation moyenne du portefeuille | 0.2026 % - change of -11,53% MRQ |
Actions institutionnelles (Long) | 16 008 501 (ex 13D/G) - change of 0,71MM shares 4,66% MRQ |
Valeur institutionnelle (Long) | $ 841 720 USD ($1000) |
Participation institutionnels et actionnaires
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (US:FCOM) détient 181 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 16,008,501 actions. Les principaux actionnaires incluent Charles Schwab Investment Management Inc, Harel Insurance Investments & Financial Services Ltd., Lido Advisors, LLC, Northwestern Mutual Wealth Management Co, Agf Management Ltd, Morgan Stanley, Vicus Capital, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, and LPL Financial LLC .
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (ARCA:FCOM) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 11, 2025 is 71,00 / share. Previously, on September 12, 2024, the share price was 52,08 / share. This represents an increase of 36,33% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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.
Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Full Sail Capital, LLC | 234 794 | -2,38 | 15 217 | 12,45 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 9 204 | -1,60 | 597 | 13,31 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 67 249 | 15,96 | 4 | 33,33 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 223 | 0,00 | 79 | 16,18 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74 | 0,00 | 5 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 68 | 4 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 7 230 | -38,14 | 469 | -28,77 | ||||
2025-08-14 | 13F | Fmr Llc | 26 237 | 21,59 | 1 700 | 40,03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47 388 | -56,78 | 3 071 | -50,21 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 244 | 2,19 | 2 090 | 17,69 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 24 646 | -7,55 | 1 597 | 6,54 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4 421 397 | -1,07 | 286 551 | 13,97 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 363 | 24 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 4 783 | 25,87 | 310 | 45,07 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 123 933 | 11,17 | 8 032 | 28,08 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 146 682 | -5,37 | 9 507 | 9,01 | ||||
2025-07-30 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 679 | 0,30 | 44 | 13,16 | ||||
2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 69 | 0,00 | 4 | 33,33 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 650 | 0,35 | 625 | 15,74 | ||||
2025-08-07 | 13F | Allworth Financial LP | 486 | -38,87 | 31 | -27,91 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 23 816 | -3,05 | 1 544 | 11,65 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 106 462 | 0,17 | 6 878 | 15,04 | ||||
2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 356 | -0,13 | 138 | 4,55 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 43 | 0,00 | 3 | 0,00 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 97 | 0,00 | 6 | 20,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72 479 | -23,28 | 4 709 | -11,55 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 538 | -0,62 | 748 | 14,40 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 461 | 0,14 | 2 614 | -4,04 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 20 710 | 155,90 | 1 342 | 194,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 164 073 | 8,88 | 10 634 | 25,42 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 128 | 8 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48 305 | 150 853,12 | 3 131 | 312 900,00 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 77 730 | -0,22 | 5 038 | 14,95 | ||||
2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76 265 | 5,20 | 4 943 | 21,19 | ||||
2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90 418 | 35,70 | 6 | 66,67 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 710 | -19,31 | 305 | -7,01 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Moment Partners, LLC | 3 228 | -12,92 | 209 | 0,48 | ||||
2025-08-13 | 13F | KDK Private Wealth Management, LLC | 20 669 | -2,11 | 1 339 | 12,90 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 15 964 | 10,53 | 1 035 | 27,34 | ||||
2025-04-25 | 13F | Red Tortoise LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Gables Capital Management Inc. | 662 | 0,00 | 43 | 13,51 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-04-23 | 13F | Gimbal Financial | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Agf Management Ltd | 632 275 | 10,62 | 40 978 | 27,43 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 624 | 40 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 17 034 | -19,04 | 1 104 | -6,76 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 39 | 0,00 | 3 | 0,00 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 316 | 0,00 | 345 | 15,05 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 339 | -7,38 | 216 | 6,93 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 11 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 599 | 1,03 | 817 | 16,41 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 22 107 | -4,92 | 1 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 181 | 0,05 | 271 | 14,89 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 194 911 | 4,60 | 12 632 | 20,50 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 70 | -56,25 | 5 | -55,56 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 15 010 | -21,79 | 973 | -9,92 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 13 903 | 1,99 | 896 | 17,43 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 721 | 306 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 774 | -4,12 | 504 | 10,31 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 15 283 | 0,00 | 990 | 15,25 | ||||
2025-08-14 | 13F | UBS Group AG | 74 709 | 3,55 | 4 842 | 19,27 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 39 443 | 275,11 | 2 556 | 332,49 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2 484 280 | 22,67 | 161 | 42,48 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 19 815 | 12,19 | 1 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 1 | ||||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 162 | 10 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 428 | 28 | ||||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 19 406 | 2,09 | 1 258 | 17,59 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 109 | 0,00 | 7 | 16,67 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 7 263 | 471 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 64 | 0,00 | 4 | 33,33 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 265 | -20,08 | 406 | -7,94 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | 10 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 699 | 0,00 | 45 | 15,38 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 11 340 | -82,98 | 752 | -79,96 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 269 359 | -5,18 | 17 457 | 9,23 | ||||
2025-08-11 | 13F | Capital Square, LLC | 3 365 | -23,07 | 215 | -12,60 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 129 640 | -25,59 | 8 402 | -14,29 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 49 361 | 0,57 | 3 199 | 15,86 | ||||
2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65 963 | 44,84 | 4 275 | 66,86 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 31 567 | 0,34 | 2 046 | 15,60 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 922 | 60 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 110 | 0,00 | 202 | 15,52 | ||||
2025-07-29 | 13F | Private Trust Co Na | 24 | 26,32 | 2 | 0,00 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 3 218 | -86,08 | 209 | -84,00 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3 342 | 217 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 21 192 | 1 373 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 132 | 0,00 | 9 | 14,29 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 298 | -41,29 | 1 121 | -32,41 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38 103 | 2 | ||||||
2025-07-24 | 13F | Court Place Advisors, LLC | 16 805 | 1,22 | 1 089 | 16,60 | ||||
2025-05-01 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 187 | -44,01 | 12 | -36,84 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 16 816 | 0,17 | 1 090 | 15,36 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 727 | 38,21 | 47 | 62,07 | ||||
2025-07-24 | 13F | Blair William & Co/il | 557 | 24,33 | 36 | 44,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 604 | 0,17 | 39 | 18,18 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 13 592 | 15,31 | 1 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 204 | 0,00 | 13 | 18,18 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 186 | 0,25 | 77 | 15,15 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30 448 | -34,47 | 1 973 | -24,49 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 902 | -15,10 | 318 | -2,16 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 4 392 | -58,97 | 285 | -52,82 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 595 | 14,42 | 103 | 32,05 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 243 | 0,00 | 81 | 15,94 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 375 | 24 | ||||||
2025-08-15 | 13F | Morgan Stanley | 428 311 | 5,45 | 27 759 | 21,48 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 4 233 | 0,00 | 274 | 15,13 | ||||
2025-05-13 | 13F | Adviser Investments LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 119 757 | 7,28 | 7 761 | 23,58 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 19 458 | -13,78 | 1 261 | -0,63 | ||||
2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 184 383 | 0,93 | 11 950 | 16,26 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 4 163 | 0,31 | 270 | 15,45 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 25 292 | 3,74 | 1 639 | 19,55 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 642 | 1,53 | 236 | 17,41 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 17 524 | -30,58 | 1 136 | -20,07 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 4 573 | -3,48 | 296 | 10,45 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 807 | 312 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 70 285 | 7,73 | 4 555 | 24,11 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 573 | 0,00 | 37 | 15,63 | ||||
2025-08-08 | 13F | Independence Financial Advisors, LLC | 146 441 | -8,33 | 9 491 | 5,60 | ||||
2025-07-25 | 13F | Cwm, Llc | 200 | 100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 10 702 | 43,79 | 694 | 65,79 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 46 | 3 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 18 | ||||||
2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23 978 | 1,48 | 1 554 | 16,85 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 36 | -77,78 | 2 | -77,78 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 310 | -1,89 | 603 | 13,13 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 3 113 | 202 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 228 | 15 | ||||||
2025-08-13 | 13F | Colonial Trust Co / SC | 691 | -24,89 | 45 | -13,73 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 256 | -4,35 | 924 | 10,14 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 361 | 243,93 | 542 | 297,79 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 10 356 | -1,12 | 671 | 13,92 | ||||
2025-07-16 | 13F | American National Bank | 12 878 | -1,69 | 835 | 13,16 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 26 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 382 346 | 9,42 | 89 590 | 26,05 | ||||
2025-08-14 | 13F | Mariner, LLC | 10 338 | 15,61 | 670 | 33,20 | ||||
2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4 788 | -1,05 | 310 | 13,97 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 163 | 185,96 | 11 | 233,33 | ||||
2025-08-14 | 13F | Comerica Bank | 2 817 | 0,11 | 183 | 15,19 | ||||
2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 125 | 0,00 | 8 | 14,29 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 11 009 | 0,20 | 714 | 15,53 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 400 | 0,00 | 23 | -4,35 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 4 491 | 15,54 | 291 | 33,49 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 302 | 0,00 | 473 | 15,37 | ||||
2025-07-18 | 13F | Vicus Capital | 289 689 | 4,39 | 18 775 | 20,25 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 225 | 3,85 | 1 052 | 19,70 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19 342 | 12,11 | 1 254 | 29,18 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 867 729 | 4,49 | 121 048 | 20,37 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 334 | 22 | ||||||
2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Vista Investment Management | 18 037 | 0,51 | 1 169 | 15,76 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 43 000 | 2 787 | ||||||
2025-08-06 | 13F | Mcrae Capital Management Inc | 3 116 | 202 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 920 | 1 423,22 | 319 | 1 666,67 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 166 | 1,21 | 270 | 16,45 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 48 474 | -26,72 | 3 142 | -15,59 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 49 | 3 | ||||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 977 | 31,91 | 387 | 52,36 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 30 879 | -6,30 | 2 001 | 7,99 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3 098 | 0 | ||||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5 919 | 0,00 | 333 | 0,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 510 | 5,49 | 552 | 21,63 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 178 | 0,00 | 12 | 10,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 166 | 0,00 | 11 | 11,11 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 546 | 0,00 | 35 | 16,67 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 4 845 | 11,56 | 314 | 28,69 | ||||
2025-05-14 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43 008 | 24,61 | 2 787 | 43,59 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 58 636 | 0,18 | 3 800 | 15,43 | ||||
2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 6 889 | -0,13 | 446 | 14,95 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 189 | 26,85 | 12 | 50,00 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 21 409 | 7,40 | 1 388 | 23,73 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 28 557 | 1 851 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 12 274 | -3,13 | 795 | 11,66 | ||||
2025-08-11 | 13F | Citigroup Inc | 26 029 | 40,68 | 1 687 | 62,12 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 6 650 | 41,19 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4 053 | -18,17 | 0 | |||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 58 061 | 2,03 | 3 763 | 17,53 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 9 184 | 1 166,76 | 595 | 1 316,67 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 265 779 | 5,26 | 17 | 21,43 | ||||
2025-08-12 | 13F | LPL Financial LLC | 241 133 | 32,54 | 15 628 | 52,68 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6 256 | 10,61 | 401 | 35,02 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 531 | 0,00 | 34 | 17,24 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 4 280 | 1,21 | 277 | 16,88 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 79 | 0,00 | 5 | 25,00 |