Statistiques de base
Propriétaires institutionnels | 168 total, 168 long only, 0 short only, 0 long/short - change of -10,11% MRQ |
Allocation moyenne du portefeuille | 0.1253 % - change of -17,80% MRQ |
Actions institutionnelles (Long) | 10 435 096 (ex 13D/G) - change of -0,77MM shares -6,89% MRQ |
Valeur institutionnelle (Long) | $ 297 531 USD ($1000) |
Participation institutionnels et actionnaires
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF (US:RSPH) détient 168 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 10,435,096 actions. Les principaux actionnaires incluent HighTower Advisors, LLC, Morgan Stanley, LPL Financial LLC, Walled Lake Planning & Wealth Management, Llc, Bank Of America Corp /de/, Royal Bank Of Canada, Raymond James Financial Inc, MAI Capital Management, Jpmorgan Chase & Co, and Federation des caisses Desjardins du Quebec .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF (ARCA:RSPH) 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 8, 2025 is 29,49 / share. Previously, on September 9, 2024, the share price was 31,79 / share. This represents a decline of 7,23% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | HighTower Advisors, LLC | 2 246 103 | -7,13 | 65 541 | -8,91 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 7 500 | 0,00 | 218 | -1,81 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 17 106 | -8,65 | 499 | -10,41 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104 | -38,46 | 3 | -40,00 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Fca Corp /tx | 139 979 | 2,51 | 4 085 | 0,54 | ||||
2025-07-23 | 13F | Optas, LLC | 30 398 | -3,10 | 887 | -4,93 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 900 | 0,00 | 26 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 450 503 | -2,93 | 13 146 | -4,79 | ||||
2025-08-14 | 13F | Comerica Bank | 2 100 | -39,85 | 61 | -40,78 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 001 | 29 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 7 000 | 0,00 | 204 | -1,92 | ||||
2025-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 660 | 0,00 | 107 | -1,85 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 163 | 0,62 | 5 | 0,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 037 | 0,19 | 30 | 0,00 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 59 345 | -3,14 | 1 732 | -4,99 | ||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 70 061 | -1,49 | 2 045 | -3,31 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 3 020 | 0,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 400 | 15,94 | 187 | 13,41 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 329 368 | -1,99 | 9 611 | -3,87 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 357 | 0,73 | 769 | -0,52 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 550 | -29,80 | 249 | -31,22 | ||||
2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30 050 | 0,00 | 877 | -1,90 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 354 | 10 | ||||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 62 366 | -3,36 | 1 820 | -5,21 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 17 945 | -38,86 | 524 | -40,09 | ||||
2025-08-14 | 13F | Fmr Llc | 17 112 | -21,40 | 499 | -22,87 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 936 | 56 | ||||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 407 726 | 5,29 | 11 897 | 3,27 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 5 210 | 0,00 | 152 | -1,30 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 322,22 | 8 | 600,00 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 14 567 | 0,01 | 425 | -1,85 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 529 | 0,03 | 220 | -1,79 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1 420 | 0,00 | 41 | -2,38 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 250 | 0,00 | 95 | -2,08 | ||||
2025-08-05 | 13F | Wakefield Asset Management LLLP | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 11 492 | 0,00 | 335 | -1,76 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 29 780 | -3,56 | 869 | -5,45 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 66 595 | 9,83 | 1 943 | 7,76 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 401 689 | -11,13 | 11 721 | -12,84 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 295 | 0,00 | 155 | -1,91 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 032 | -4,46 | 147 | -6,41 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 13 998 | -2,96 | 408 | -3,32 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 15 200 | -4,81 | 444 | -6,74 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 110 709 | 12,18 | 3 230 | 10,05 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 9 124 | -0,86 | 266 | -2,56 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 295 294 | 7,46 | 8 617 | 5,39 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 000 | 0,00 | 29 | 0,00 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 25 025 | -2,82 | 730 | -4,70 | ||||
2025-05-15 | 13F | TFG Advisers LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 840 | 0 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 123 776 | 1,71 | 3 612 | 0,98 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 20 052 | 50,63 | 585 | 47,73 | ||||
2025-07-15 | 13F | McAdam, LLC | 57 520 | -4,06 | 1 678 | -5,89 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 8 241 | 0,00 | 240 | -2,04 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 32 002 | -4,41 | 934 | -6,33 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 53 129 | 88,17 | 1 550 | 84,74 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 713 | 0,00 | 21 | 5,26 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0,00 | 0 | |||||
2025-04-23 | 13F | Sylvest Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 700 | 0,00 | 20 | 0,00 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 500 | 0,00 | 0 | |||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 250 | 0,00 | 36 | -2,70 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 41 637 | 6,89 | 1 215 | 4,84 | ||||
2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 327 886 | 98,99 | 9 568 | 95,17 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 17 954 | -2,02 | 524 | -4,04 | ||||
2025-07-29 | 13F | Private Trust Co Na | 5 183 | -70,13 | 151 | -70,74 | ||||
2025-07-18 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 977 | 3,83 | 29 | 3,70 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 816 | 0,01 | 432 | -1,82 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 25 725 | -5,36 | 751 | -7,18 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 122 087 | 2,15 | 3 562 | 0,20 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 43 100 | 25,13 | 1 252 | 22,99 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 786 | -9,36 | 402 | -11,06 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 23 743 | 0,06 | 693 | -1,84 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 508 | 8,93 | 365 | 6,74 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 1 100 | 0,00 | 32 | 0,00 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 9 100 | 266 | |||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 78 813 | -1,12 | 2 300 | 3,23 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 17 685 | 0,00 | 516 | -1,90 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 705 | 0,01 | 371 | -1,86 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 125 | 0,00 | 4 | 0,00 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 780 | 0,00 | 665 | -1,92 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29 187 | -1,31 | 852 | -3,30 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 5 285 | -30,71 | 154 | -31,86 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 10 200 | 0,00 | 303 | 1,68 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19 251 | 562 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 34 | 0,00 | 1 | -100,00 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 75 175 | 0,14 | 2 194 | -1,79 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 831 | -19,46 | 1 310 | -20,89 | ||||
2025-07-15 | 13F | Yarbrough Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 28 414 | -61,82 | 829 | -62,56 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 150 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 422 | 0,00 | 71 | -2,78 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 198 | -42,56 | 443 | -43,71 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 323 | 9 | ||||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 68 031 | -7,40 | 1 985 | -9,15 | ||||
2025-05-19 | 13F/A | Trinity Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | Friedenthal Financial | 109 934 | 5,34 | 3 208 | 3,32 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 118 098 | 23,77 | 3 446 | 21,42 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 39 781 | 110,56 | 1 161 | 106,41 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 101 | 0,00 | 3 | 0,00 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 650 | -78,29 | 48 | -78,76 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 3 269 | 0,28 | 95 | -1,04 | ||||
2025-08-14 | 13F | UBS Group AG | 136 569 | 35,81 | 3 985 | 33,23 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 114 840 | -7,52 | 3 | 0,00 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 8 980 | 0,00 | 262 | -1,87 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 568 | -2,13 | 308 | -4,05 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 1 662 | -39,08 | 48 | -40,74 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5 300 | 0,00 | 155 | -1,91 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Berger Financial Group, Inc | 75 710 | -19,60 | 2 209 | -21,14 | ||||
2025-08-15 | 13F | Morgan Stanley | 785 996 | 11,16 | 22 935 | 9,03 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 049 | 486,03 | 31 | 500,00 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 21 825 | 0,00 | 637 | -2,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 217 128 | -16,15 | 6 336 | -17,76 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 540 | 0,00 | 45 | -2,22 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 701 | 0,29 | 20 | 0,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 8 337 | 0,19 | 243 | -1,62 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 39 855 | -37,86 | 1 163 | -39,10 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 930 | 0,00 | 144 | -2,05 | ||||
2025-04-17 | 13F | Pacific Sun Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 1 080 | 0,00 | 32 | -3,12 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44 819 | -5,65 | 1 | 0,00 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 102 175 | -85,69 | 2 981 | -85,97 | ||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 130 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 10 446 | -22,66 | 305 | -24,19 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 720 | 0,00 | 21 | 0,00 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 1 087 | 0,00 | 32 | -3,12 | ||||
2025-08-14 | 13F | LM Advisors LLC | 34 471 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 347 520 | -2,23 | 10 141 | -4,10 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 176 582 | 0,47 | 5 153 | -1,45 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 5 727 | 0,16 | 167 | -1,76 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 13 350 | -1,29 | 390 | -3,23 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 24 001 | 0,16 | 700 | 3,55 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8 000 | 0,00 | 233 | -2,10 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 640 | 0,00 | 456 | -1,94 | ||||
2025-07-18 | 13F | Eagle Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 32 029 | -12,24 | 935 | -13,92 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 53 713 | 308,71 | 1 567 | 301,79 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10 854 | 10,17 | 303 | 3,41 | ||||
2025-07-17 | 13F | Walker Asset Management, LLC | 41 282 | 2,34 | 1 205 | 0,33 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 14 669 | -2,82 | 428 | -4,68 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 920 | 0,00 | 27 | -3,70 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 564 | 4,27 | 4 014 | 2,27 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 37 628 | -0,99 | 1 098 | -2,92 | ||||
2025-08-12 | 13F | Bank OZK | 7 800 | 0,00 | 228 | -2,16 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 21 523 | 9,23 | 628 | 7,17 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 117 495 | -3,65 | 3 429 | -5,49 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 34 642 | -4,02 | 1 011 | -5,87 | ||||
2025-07-29 | 13F | Socha Financial Group, LLC | 8 020 | -53,45 | 234 | -54,30 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 16 522 | -1,54 | 482 | -3,41 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 555 | 0,20 | 133 | -2,22 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 269 | -7,16 | 387 | -8,94 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 37 200 | 0,00 | 1 085 | -1,90 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 21 645 | 0,00 | 632 | -1,87 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 7 000 | 0,00 | 204 | -1,92 | ||||
2025-04-29 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 10 119 | 1,18 | 295 | -0,67 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 550 | 0,00 | 16 | 0,00 | ||||
2025-07-16 | 13F/A | CX Institutional | 534 | -79,35 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 1 080 | 0,00 | 32 | -3,12 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 93 | -65,43 | 3 | -71,43 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 129 776 | -1,50 | 3 787 | -3,39 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7 249 | -0,43 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 69 916 | 584,04 | 2 040 | 571,05 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40 020 | 0,00 | 1 168 | -1,93 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 124 805 | -12,04 | 3 642 | -13,74 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 29 000 | 0,00 | 846 | -1,86 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 355 421 | 2,52 | 10 371 | 0,56 | ||||
2025-07-25 | 13F | Cwm, Llc | 2 210 | -12,30 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 190 | 0,00 | 6 | 0,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 117 495 | 3 429 | ||||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 12 477 | 0,02 | 364 | -1,89 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 6 898 | -6,76 | 201 | -8,64 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 14 115 | -5,24 | 412 | -7,22 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 412 | 0,09 | 100 | -1,98 | ||||
2025-05-08 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 314 | -15,82 | ||||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 20 035 | -1,77 | 585 | -3,63 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 847 | 0,22 | 1 |