Statistiques de base
Propriétaires institutionnels | 171 total, 171 long only, 0 short only, 0 long/short - change of -3,33% MRQ |
Allocation moyenne du portefeuille | 0.1158 % - change of -28,17% MRQ |
Actions institutionnelles (Long) | 33 751 632 (ex 13D/G) - change of -1,39MM shares -3,95% MRQ |
Valeur institutionnelle (Long) | $ 1 483 911 USD ($1000) |
Participation institutionnels et actionnaires
VanEck ETF Trust - VanEck Intermediate Muni ETF (US:ITM) détient 171 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 33,751,632 actions. Les principaux actionnaires incluent Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, LPL Financial LLC, Envestnet Asset Management Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Fmr Llc, CX Institutional, Morgan Stanley, and Wealth Enhancement Advisory Services, Llc .
VanEck ETF Trust - VanEck Intermediate Muni ETF (BATS:ITM) 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 10, 2025 is 46,40 / share. Previously, on September 11, 2024, the share price was 46,78 / share. This represents a decline of 0,81% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 010 | 0,00 | 455 | 0,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 6 193 | 0,00 | 282 | 0,00 | ||||
2025-07-24 | 13F | Lee Financial Co | 10 500 | 0,00 | 477 | 0,00 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 122 | 6 | ||||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 554 | 51,17 | 707 | 51,07 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 10 537 | -63,76 | 0 | -100,00 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 19 259 | 0,25 | 876 | 0,11 | ||||
2025-07-16 | 13F/A | CX Institutional | 721 021 | -3,80 | 33 | -5,88 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 14 920 | 0,10 | 678 | 0,00 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 109 868 | 4 996 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 249 865 | -71,33 | 11 361 | -71,35 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 447 121 | 49,69 | 20 331 | 49,56 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453 820 | 35,26 | 20 635 | 35,14 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 26 144 | -3,74 | 1 186 | -3,73 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 9 189 | -16,15 | 418 | -16,27 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 11 258 | -3,65 | 512 | -3,77 | ||||
2025-08-07 | 13F | Midwest Trust Co | 39 100 | 1 778 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | RDA Financial Network | 6 875 | 313 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 130 700 | 35,72 | 5 943 | 35,60 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 13 222 | 601 | ||||||
2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33 303 | 4,58 | 1 515 | 4,55 | ||||
2025-07-18 | 13F | Vicus Capital | 53 270 | 18,03 | 2 422 | 17,92 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 14 986 | -58,49 | 681 | -58,55 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 35 213 | 14,69 | 1 601 | 14,60 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 898 | 0,34 | 41 | 0,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 374 | -24,50 | 563 | -24,36 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 741 | 0,03 | 307 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 167 539 | -2,94 | 7 618 | -3,03 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 48 404 | 2 197 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0,00 | 0 | |||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 13 598 | 618 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 41 | 0,00 | 2 | 0,00 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 78 012 | 11,96 | 3 547 | 11,86 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 156 012 | 2,49 | 7 094 | 2,40 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 080 | 0,00 | 49 | 4,26 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 865 145 | 3,20 | 39 338 | 3,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 699 | 0,00 | 32 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 500 | -98,30 | 23 | -98,35 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 23 828 | -7,30 | 1 083 | -7,36 | ||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9 407 | -3,10 | 428 | -3,17 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 23 172 | -6,11 | 1 054 | -6,23 | ||||
2025-08-05 | 13F | Tsfg, Llc | 315 | 0,00 | 0 | |||||
2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | GenTrust, LLC | 19 466 | -6,71 | 885 | -6,74 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 5 993 | 16,57 | 273 | 16,74 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 57 | 3 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 344 123 | -3,89 | 15 647 | -3,97 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 166 | -3,96 | 1 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 525 | 0,00 | 24 | 0,00 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 113 095 | 344,68 | 5 147 | 339,08 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 54 503 | -24,06 | 2 478 | -24,13 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 318 001 | -1,23 | 14 459 | -1,32 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 887 784 | -14,53 | 40 368 | -14,61 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 877 749 | 217,29 | 39 908 | 217,02 | ||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | 0 | ||||||
2025-08-07 | 13F | Vise Technologies, Inc. | 45 350 | 2 062 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 90 276 | 4 | ||||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 164 | 73,55 | 2 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 95 014 | -3,43 | 4 320 | -3,51 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 8 546 | 36,41 | 389 | 36,14 | ||||
2025-05-09 | 13F | Intrust Bank Na | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 643 409 | -6,54 | 29 246 | -6,65 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Engineers Gate Manager LP | 7 098 | -61,48 | 323 | -61,58 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 354 | 16 | ||||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 663 | 0,00 | 0 | |||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 35 678 | 23,19 | 1 622 | 23,07 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 67 840 | -26,99 | 3 | -25,00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 173 | 0,00 | 8 | 0,00 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 682 | 31 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 802 | -53,26 | 36 | -53,85 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 79 534 | -9,57 | 3 616 | -9,65 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 676 | 81,33 | 1 622 | 81,23 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 636 894 | 47,13 | 165 370 | 47,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 5 112 | -96,88 | 232 | -96,89 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 51 670 | 13,98 | 2 349 | 13,86 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 0 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 27 214 | -1,96 | 1 237 | -2,06 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 1 200 | 0,00 | 55 | 0,00 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 35 959 | 1 635 | ||||||
2025-08-06 | 13F | Stokes Family Office, LLC | 9 361 | -23,40 | 426 | -23,56 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 8 994 | -0,48 | 409 | -0,73 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 652 | 0,00 | 30 | 0,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 882 | 206,02 | 86 | 214,81 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | YANKCOM Partnership | 1 272 | 58 | ||||||
2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 334 | 652 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 93 808 | -1,98 | 4 265 | -2,07 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 512 | -12,54 | 478 | -12,64 | ||||
2025-08-08 | 13F | Creative Planning | 6 525 | -3,87 | 297 | -3,90 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 725 | 11,36 | 78 | 9,86 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 12 766 | 26,21 | 578 | 25,65 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 317 417 | -2,35 | 14 433 | -2,43 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 53 | 2 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 4 420 | 201 | ||||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 26 729 | -4,60 | 1 215 | -4,71 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 319 663 | -4,89 | 14 535 | -4,97 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 7 221 | 2,40 | 328 | 2,50 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 9 540 | -1,27 | 434 | -1,37 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 7 381 | 0,00 | 336 | 0,30 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 173 888 | -9,52 | 7 907 | -9,59 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20 824 | 50,96 | 947 | 50,88 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 001 | 0,00 | 637 | -0,16 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 7 496 | 0,00 | 341 | -0,29 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 12 176 | 1 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 12 715 | 0,12 | 578 | 0,17 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 100 | 0,00 | 50 | 0,00 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 6 926 | 3,51 | 315 | 3,62 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 84 423 | -47,73 | 3 839 | -47,78 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0,00 | ||||||
2025-07-09 | 13F | Alesco Advisors Llc | 15 240 | 0,00 | 693 | -0,14 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 70 938 | 7,70 | 3 226 | 6,23 | ||||
2025-05-15 | 13F | SIH Partners, LLLP | Call | 0 | -100,00 | 0 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 4 692 | -0,85 | 213 | -0,93 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 10 250 | 0,00 | 466 | 0,00 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 062 | 0,00 | 48 | 0,00 | ||||
2025-04-14 | 13F | Kennebec Savings Bank | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Condor Capital Management | 7 379 | -97,00 | 336 | -97,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 183 | 54 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 11 148 | -16,49 | 507 | -16,64 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 11 351 | -1,09 | 516 | -1,15 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 190 | -3,33 | 54 | -3,57 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 57 | 3 | ||||||
2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 716 287 | 4,98 | 32 570 | 4,89 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 14 430 | -6,27 | 656 | -6,29 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44 674 | 53,03 | 2 031 | 52,94 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 14 995 417 | -2,64 | 681 842 | -2,73 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 093 | 10,99 | 868 | 11,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 130 | 0,00 | 6 | 0,00 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38 564 | 136,02 | 1 754 | 135,94 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 101 524 | -7,76 | 5 | -20,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 279 | -95,57 | 58 | -95,59 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 401 796 | -35,84 | 18 270 | -35,90 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 9 386 | 73,14 | 427 | 73,17 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 127 818 | -28,42 | 5 812 | -28,49 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37 939 | -39,08 | 2 | -50,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 67 998 | -1,40 | 3 092 | -1,50 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 475 | 22 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 937 | 43 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 76 933 | -12,34 | 3 498 | -12,42 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 075 | -6,01 | 322 | -6,14 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 14 776 | 672 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1 937 260 | 6,53 | 88 087 | 6,43 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 8 273 | -14,93 | 376 | -14,93 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 314 | 361,76 | 14 | 366,67 | ||||
2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9 837 | -16,37 | 447 | -16,45 | ||||
2025-08-01 | 13F | James Investment Research Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14 223 | -10,83 | 647 | -10,90 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 142 114 | -2,79 | 6 462 | -2,89 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 20 251 | -5,26 | 921 | -5,35 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 626 341 | 19,74 | 28 480 | 19,63 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 14 669 | 667 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59 887 | 2,57 | 2 723 | 2,48 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79 696 | 1 608,38 | 3 624 | 1 608,96 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 9 802 | 9,97 | 446 | 9,88 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 21 301 | 1,87 | 969 | 1,79 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 350 047 | 0,11 | 15 917 | 0,02 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 9 998 | -5,79 | 455 | -5,81 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 31 037 | 1 411 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 408 | -2,19 | 382 | -2,30 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 5 242 | 9,28 | 238 | 9,17 | ||||
2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 11 400 | 0,00 | 518 | 0,00 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 13 600 | 0,00 | 618 | 0,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 043 | -41,98 | 138 | -42,02 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 457 | 0,00 | 203 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 | -98,92 | 0 | -100,00 | ||||
2025-08-14 | 13F | Comerica Bank | 23 310 | 2,55 | 1 060 | 2,42 | ||||
2025-07-24 | 13F | Blair William & Co/il | 200 | 0,00 | 9 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 27 076 | 0,00 | 1 | 0,00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 874 | -34,60 | 722 | -34,69 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 8 750 | 0,00 | 398 | -0,25 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 255 | 12 | ||||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | XML Financial, LLC | 26 483 | -6,51 | 1 204 | -6,59 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 7 398 | 0,00 | 341 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 10 281 | -98,25 | 467 | -98,25 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 15 663 | -49,05 | 712 | -49,07 | ||||
2025-08-14 | 13F | Fmr Llc | 808 015 | 7,39 | 36 740 | 7,30 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 485 | 0,00 | 22 | 0,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 953 | 108,69 | 134 | 109,38 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
2025-04-24 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Idaho Trust Bank | 38 264 | -2,73 | 1 740 | -2,79 |
Other Listings
MX:ITM |