Statistiques de base
Propriétaires institutionnels | 262 total, 262 long only, 0 short only, 0 long/short - change of -1,13% MRQ |
Allocation moyenne du portefeuille | 0.1533 % - change of -15,47% MRQ |
Actions institutionnelles (Long) | 11 163 082 (ex 13D/G) - change of -0,80MM shares -6,65% MRQ |
Valeur institutionnelle (Long) | $ 752 653 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares U.S. Consumer Staples ETF (US:IYK) détient 262 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 11,163,082 actions. Les principaux actionnaires incluent Green Harvest Asset Management LLC, Bank Of America Corp /de/, LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Northwestern Mutual Wealth Management Co, UBS Group AG, Royal Bank Of Canada, Cambridge Investment Research Advisors, Inc., and Wells Fargo & Company/mn .
iShares Trust - iShares U.S. Consumer Staples ETF (ARCA:IYK) 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 5, 2025 is 70,06 / share. Previously, on September 9, 2024, the share price was 71,77 / share. This represents a decline of 2,38% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 479 | -19,99 | 316 | -21,25 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 194 | 2,14 | 225 | 0,90 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 87 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Simmons Bank | 12 315 | -2,96 | 868 | -4,52 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 300 | 0,00 | 21 | 0,00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 261 865 | 15,70 | 18 456 | 13,94 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 831 | 0,00 | 59 | -1,69 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 848 | 7,04 | 271 | 5,45 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 73 292 | 213,15 | 5 166 | 208,36 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 023 | -44,94 | 73 | -39,67 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 3 009 | 0,00 | 212 | -1,40 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 368 | 0,29 | 96 | -1,03 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3 604 | -2,52 | 254 | -3,79 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 3 736 | 21,58 | 263 | 20,09 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 9 630 | 679 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 16 989 | -3,93 | 1 197 | -5,38 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 500 | 0,00 | 317 | -1,55 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 885 | 43,32 | 203 | 40,97 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 28 323 | 2,23 | 1 996 | 0,71 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 339 | 25,22 | 306 | 23,48 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 9 056 | 45,50 | 638 | 43,37 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72 925 | 1,12 | 5 140 | -0,43 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 4 233 | 0,00 | 0 | |||||
2025-07-16 | 13F | New Insight Wealth Advisors | 10 747 | 1,30 | 757 | -0,26 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 11 166 | -7,88 | 787 | -9,34 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 5 049 | -22,97 | 356 | -22,66 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 372 | 308 | ||||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 8 307 | 0,00 | 595 | 0,17 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 48 161 | 3 394 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 5 146 | 0,00 | 363 | -1,63 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 341 | 0,00 | 95 | -1,05 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 4 263 | 0,00 | 300 | -1,64 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 24 857 | -6,10 | 1 752 | -7,55 | ||||
2025-07-28 | 13F | Essex LLC | 12 073 | -0,31 | 851 | -1,85 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8 232 | 0,56 | 580 | -0,85 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 287 896 | 24,53 | 20 291 | 22,64 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 24 886 | 1 754 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 11 780 | -27,88 | 830 | -29,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 288 797 | 11,40 | 20 | 11,11 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 724 173 | -10,96 | 51 146 | -12,14 | ||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 12 277 | 3,17 | 865 | 1,65 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 198 | 0,00 | 0 | |||||
2025-08-14 | 13F | FIL Ltd | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Capitol Family Office, Inc. | 297 | 0,00 | 21 | -4,76 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 844 | 10,17 | 772 | 9,52 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 18 | 1 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 65 | 1,56 | 5 | 0,00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 119 680 | 0,15 | 8 435 | -1,37 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 8 267 | 3,73 | 583 | 2,11 | ||||
2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 449 | 13,38 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 6 306 | 0 | ||||||
2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 456 | 0,00 | 32 | 0,00 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 96 | -75,45 | 7 | -76,00 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Adams Wealth Management | 88 203 | 6 313 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 26 166 | 31,12 | 1 844 | 40,98 | ||||
2025-08-05 | 13F | Allstate Corp | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 882 | -49,86 | 62 | -50,40 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 24 207 | 1 706 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 476 | 5,51 | 2 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Huntington National Bank | 971 | -2,41 | ||||||
2025-07-09 | 13F | Triumph Capital Management | 3 434 | -15,52 | 242 | -16,55 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 450 | 179,66 | 1 512 | 175,73 | ||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 6 752 | -7,44 | 476 | -9,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 046 | -11,79 | 285 | -13,11 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 10 917 | 1,55 | 769 | 0,00 | ||||
2025-05-13 | 13F | CacheTech Inc. | 88 203 | 6 313 | ||||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 1 530 | 0,00 | 108 | -1,83 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 3 000 | 0,00 | 211 | -1,40 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 204 | 0,00 | 14 | 0,00 | ||||
2025-08-11 | 13F | SFI Advisors, LLC | 62 708 | -6,98 | 4 420 | -8,40 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 31 300 | 42,92 | 2 206 | 40,78 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 368 | 0,00 | 237 | -1,66 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 68 554 | -75,90 | 5 | -80,00 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 486 | 0,41 | 34 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 12 412 | 0,38 | 1 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 507 | 0,00 | 247 | -1,20 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 449 | -39,83 | 102 | -39,64 | ||||
2025-08-14 | 13F | UBS Group AG | 467 813 | 2,98 | 32 971 | 1,41 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 416 | 5,69 | 241 | 3,90 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 6 798 | 0,41 | 479 | -1,03 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 25 625 | -2,83 | 1 806 | -4,29 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 13 169 | 0,05 | 928 | -1,49 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 954 | -32,00 | 67 | -33,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 174 | -20,86 | 788 | -22,08 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 186 389 | 1 977,68 | 13 137 | 1 946,11 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 8 587 | 605 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 420 | 29,76 | 171 | 27,82 | ||||
2025-07-17 | 13F | Delta Capital Management Llc | 3 000 | 0,00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 145 | -7,75 | 292 | -9,03 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 527 | 0,38 | 37 | 8,82 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 003 | 0,13 | 564 | -0,88 | ||||
2025-07-24 | 13F | Blair William & Co/il | 6 591 | -5,71 | 465 | -7,20 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 609 | 748 | ||||||
2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 549 | 3,97 | 391 | 3,99 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 18 829 | -4,62 | 1 327 | -5,96 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6 488 | 325,16 | 457 | 319,27 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12 761 | -3,20 | 899 | -4,77 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 6 576 | -0,59 | 463 | -2,11 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 1 680 | 0,00 | 120 | 9,09 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 18 232 | -2,10 | 1 285 | -3,53 | ||||
2025-08-12 | 13F | Picton Mahoney Asset Management | 2 900 | 16,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 617 | 0,00 | 325 | -1,52 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 18 008 | 43,35 | 1 269 | 41,16 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 3 984 | -0,38 | 281 | -2,10 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 165 | -8,84 | 12 | -8,33 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 1 312 | 245 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 10 156 | 0,55 | 716 | -0,97 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 4 907 | 31,66 | 346 | 29,70 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 420 | 0,00 | 30 | -3,33 | ||||
2025-08-12 | 13F | MAI Capital Management | 7 274 | 0,51 | 513 | -0,97 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 161 300 | 18,26 | 11 368 | 16,45 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 12 | 0,00 | 1 | |||||
2025-08-14 | 13F | Mariner, LLC | 13 580 | 224,11 | 957 | 220,07 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 189 | 13,71 | 1 775 | 11,99 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 143 | 10 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 110 200 | 37,06 | 7 767 | 34,97 | ||||
2025-04-30 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 6 750 | 476 | ||||||
2025-07-07 | 13F | Bangor Savings Bank | 408 | 0,00 | 29 | -3,45 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 649 | -22,62 | 116 | -23,68 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 732 | -28,24 | 52 | -30,14 | ||||
2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 893 | 45,82 | 486 | 56,45 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 333 | 137,82 | 164 | 134,29 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6 478 | 4,55 | 457 | 2,93 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8 912 | 0,00 | 628 | -1,41 | ||||
2025-08-14 | 13F | Glenview Trust Co | 8 750 | -4,27 | 617 | -5,81 | ||||
2025-04-11 | 13F | Davis Capital Management | 732 | 0,00 | 52 | 8,33 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 813 | 0,01 | 551 | -1,61 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 895 | 11,72 | 627 | 10,02 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 003 | 5,58 | 71 | 2,94 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 128 | 9,49 | 9 670 | 7,83 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 45 816 | 9,36 | 3 | 50,00 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 196 | 0 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 75 | 0,00 | 5 | 0,00 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 39 192 | -0,84 | 2 762 | -2,33 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 21 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 021 | 1 763 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 37 200 | 55,65 | 2 622 | 53,27 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4 816 | 339 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 45 787 | 37,96 | 3 211 | 37,06 | ||||
2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 111 100 | 7 907 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 102 | 0,00 | 7 | 0,00 | ||||
2025-08-08 | 13F | Cercano Management LLC | 29 967 | -15,98 | 2 112 | -17,24 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 576 | 0,52 | 41 | -2,44 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 4 151 | 293 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54 637 | -3,97 | 3 851 | -5,45 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 11 346 | 0,00 | 800 | -1,60 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 300 | 0,00 | 21 | 0,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 5 232 | 46,76 | 369 | 44,31 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 100 | 0,00 | 148 | -1,33 | ||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 269 466 | 0,00 | 19 286 | 0,00 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 627 | 0,00 | 44 | 0,00 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 606 | 0,00 | 43 | -2,33 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 12 519 | -14,08 | 1 | -100,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 752 | 167,89 | 123 | 167,39 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 815 | 286,26 | 57 | 280,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 96 | -84,64 | 7 | -85,37 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3 289 | 0,03 | 232 | -1,70 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 1 432 | 0,49 | 101 | -0,99 | ||||
2025-04-25 | 13F | Wall Street Financial Group, Inc. | 45 262 | -3,69 | 3 239 | 5,09 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 6 734 | -1,61 | 475 | -3,07 | ||||
2025-08-14 | 13F | KKM Financial LLC | 10 682 | 753 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 359 | 0,00 | 96 | 4,40 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 969 | -9,37 | 350 | -10,71 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 842 | 200 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 136 551 | 11,96 | 9 624 | 10,27 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 679 | 0,00 | 400 | -1,48 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 38 579 | -12,43 | 2 719 | -5,88 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 44 344 | 0,44 | 3 125 | -1,08 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 3 120 | 0,00 | 220 | -1,79 | ||||
2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 5 842 | -0,17 | 412 | -1,67 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | V2 Financial group LLC | 3 600 | 0,00 | 254 | -1,56 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 004 | -56,52 | 3 524 | -57,18 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 441 | 0,00 | 31 | 0,00 | ||||
2025-07-22 | 13F | Accel Wealth Management | 11 469 | 1,85 | 808 | 0,37 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 172 194 | 8,47 | 12 136 | 6,81 | ||||
2025-08-15 | 13F | Morgan Stanley | 648 945 | 1,72 | 45 738 | 0,17 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 4 650 | -2,82 | 328 | -4,39 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 11 291 | 792 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 44 558 | -10,22 | 3 170 | -9,64 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 213 | -8,58 | 15 | -6,25 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 260 | 0,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 961 699 | 54,20 | 67 781 | 51,85 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 45 | 0,00 | 3 | 0,00 | ||||
2025-07-16 | 13F/A | CX Institutional | 7 994 | 936,84 | 1 | |||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 6 285 | 0,00 | 443 | -1,56 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 822 | -63,17 | 58 | -63,52 | ||||
2025-05-15 | 13F | Perbak Capital Partners LLP | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Greenleaf Trust | 4 983 | 0,00 | 351 | -1,40 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 370 | 238 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35 824 | 197,62 | 2 525 | 193,15 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1 128 | 0,00 | 80 | -1,25 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Wakefield Asset Management LLLP | 21 131 | -3,42 | 1 489 | -4,86 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 6 529 | 106,74 | 460 | 104,44 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 21 744 | 12,95 | 1 533 | 11,26 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 843 | -59,08 | 1 | -100,00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 195 | 0,00 | 14 | 0,00 | ||||
2025-08-08 | 13F | Bailard, Inc. | 3 633 | 0,00 | 256 | -1,54 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 300 | 0,00 | 21 | 0,00 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 262 | 230 | ||||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6 201 | 0,00 | 437 | -1,35 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 28 807 | 3,84 | 2 030 | 2,27 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 536 501 | 2,60 | 37 813 | 1,04 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 165 | 0,00 | 12 | 0,00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 761 | 5,39 | 1 886 | 3,80 | ||||
2025-08-11 | 13F | Covestor Ltd | 30 | 0,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 2 250 | 0,00 | 159 | -1,86 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 033 | 0,00 | 284 | -1,39 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6 490 | -45,72 | 457 | -46,55 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 3 650 | 0,00 | 257 | -1,53 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 50 | 4 | ||||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 811 | 57 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 233 | -10,87 | 369 | -12,38 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 851 | 0,00 | 342 | -1,73 | ||||
2025-07-18 | 13F | Truist Financial Corp | 8 957 | 3,68 | 631 | 2,10 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 575 322 | 1,03 | 111 029 | -0,51 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4 714 | 29,72 | 332 | 27,69 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 354 | 0,57 | 25 | -4,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 571 | 328,50 | 181 | 320,93 | ||||
2025-08-08 | 13F | Creative Planning | 23 866 | 0,50 | 1 682 | -1,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 623 | 185 | ||||||
2025-07-30 | 13F | Sonata Capital Group Inc | 4 470 | 5,92 | 0 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 15 935 | 1 123 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 750 | 0,00 | 53 | -1,89 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 570 | 111 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 450 | 0,00 | 32 | -3,12 | ||||
2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12 431 | -12,33 | 872 | -12,37 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 272 | 3 036,00 | 411 | 2 835,71 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8 112 | 0,00 | 572 | -1,55 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 126 | 0,00 | 9 | -11,11 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 3 699 | -53,11 | 261 | -53,90 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 893 | 0,45 | 63 | -1,59 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 8 200 | 578 | ||||||
2025-07-22 | 13F | Chemung Canal Trust Co | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Country Trust Bank | 240 | 0,00 | 17 | -5,88 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 919 966 | 7,17 | 64 839 | 5,54 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 3 675 | 0,00 | 259 | -1,52 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 207 | 1,16 | 649 | -0,46 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12 665 | 347,68 | 893 | 341,58 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 16 256 | -0,31 | 1 146 | -1,89 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 849 | 23,76 | 60 | 20,41 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 123 | 9 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4 030 | 0,25 | 284 | -1,05 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 406 | 29 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 50 439 | 186,41 | 3 555 | 182,06 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 785 | -41,98 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 17 297 | 0,03 | 1 219 | -1,46 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 441 702 | 154,99 | 31 132 | 151,11 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 107 | 0,00 | 8 | 0,00 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 120 | 207,69 | 8 | 300,00 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 11 568 | -2,26 | 815 | -3,78 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 3 300 | 0,00 | 233 | -1,69 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 240 | 0,00 | 228 | -1,30 | ||||
2025-08-14 | 13F | Comerica Bank | 20 416 | 1 876,38 | 1 439 | 1 869,86 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 450 | 0,00 | 32 | -3,12 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 6 913 | 0,07 | 487 | -1,42 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 2 897 | 0,00 | 204 | -1,45 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 63 735 | 1 294,03 | 4 492 | 1 273,70 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 5 015 | -26,96 | 353 | -28,11 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 7 545 | -6,96 | 532 | -8,45 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 90 332 | 1,08 | 6 367 | -0,45 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 125 | 0,00 | 79 | -1,25 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 39 725 | -11,04 | 2 800 | -12,39 | ||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11 147 | 4,72 | 786 | 3,15 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 1 335 | 0,60 | 94 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 390 | 162 614,29 | 803 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 9 | 0,00 | 1 |