Statistiche di base
| Proprietari istituzionali | 242 total, 240 long only, 0 short only, 2 long/short - change of 8,48% MRQ |
| Allocazione media del portafoglio | 0.1206 % - change of 14,77% MRQ |
| Azioni istituzionali (Long) | 5.464.193 (ex 13D/G) - change of 0,21MM shares 3,98% MRQ |
| Valore istituzionale (Long) | $ 364.109 USD ($1000) |
Proprietà istituzionale e azionisti
Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (GB:0IJH) ha 242 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 5,464,193 azioni. I maggiori azionisti includono UBS Group AG, Morgan Stanley, LPL Financial LLC, CI Private Wealth, LLC, Raymond James Financial Inc, Gray Foundation, Biltmore Family Office, LLC, Royal Bank Of Canada, M & L Capital Management Ltd, and Armstrong Advisory Group, Inc .
(Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (LSE:0IJH) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Gray Foundation | 205.000 | 0,00 | 14.209 | 5,72 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 47 | 3 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 381 | 26 | ||||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 3.375 | -5,59 | 234 | -0,43 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 58.003 | 0,17 | 4.020 | 5,90 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 1.114 | 77 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 18.231 | -8,88 | 1.264 | -3,66 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 202 | -47,40 | 14 | -44,00 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 517 | 0,00 | 36 | 6,06 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 3.075 | 0,00 | 213 | 5,97 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 7.047 | 15,96 | 488 | 34,44 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 29.800 | -4,04 | 2.065 | 1,47 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 2.863 | 198 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 4.692 | 0,04 | 325 | 5,86 | ||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 6.208 | 2,48 | 454 | 12,38 | ||||
| 2026-02-11 | 13F | Gordian Capital Singapore Pte Ltd | 1.550 | 107 | ||||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 0 | 0 | ||||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 2.923 | -4,57 | 204 | 2,00 | ||||
| 2026-01-23 | 13F | Avion Wealth | 159 | -5,92 | 0 | |||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 1.250 | 0,00 | 87 | 6,17 | ||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 2.980 | 207 | ||||||
| 2026-02-17 | 13F | Bank OZK | 23.959 | 0,00 | 1.661 | 5,73 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 3.023 | 210 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.602 | 8,43 | 250 | 14,75 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 12.940 | 0,00 | 1 | |||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 340 | 0,00 | 24 | 4,55 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 154 | -31,25 | 10 | -23,08 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 75.161 | -11,35 | 5.201 | -6,44 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 5.354 | 0,02 | 371 | 6,00 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 397 | 43,32 | 27 | 50,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 435 | 30 | ||||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 754 | 14,42 | 52 | 20,93 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 5.200 | 15,53 | 360 | 22,03 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 611 | 42 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 13.185 | 1,41 | 914 | 7,16 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.970 | 275 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.660 | -1,67 | 392 | -1,01 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 75 | 1,35 | 5 | 25,00 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 5.665 | 0,00 | 393 | 5,66 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 65.450 | -2,54 | 4.536 | 3,04 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.464 | 0,00 | 101 | 6,32 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 4.350 | 0,00 | 301 | 5,61 | ||||
| 2026-02-17 | 13F | Hancock Prospecting Pty Ltd | 21.793 | 0,00 | 1.510 | 5,74 | ||||
| 2026-01-16 | 13F | Matauro, Llc | 4.110 | 0,00 | 285 | 5,58 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 4.493 | 19,37 | 311 | 26,42 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 158 | 0,00 | 11 | 10,00 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 189 | 13 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 4.032 | -51,15 | 279 | -48,43 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 30.213 | 19,62 | 2.094 | 26,53 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3.661 | -5,47 | 254 | 0,00 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | 14 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 4.200 | -15,70 | 291 | -10,74 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 217.761 | 5,77 | 15.093 | 11,82 | ||||
| 2025-11-10 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.000 | 0,00 | 69 | 6,15 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 6.077 | 8,11 | 0 | |||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 24.480 | 3,99 | 1.697 | 9,92 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1.926 | -43,98 | 134 | -40,89 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 271 | 594,87 | 20 | 900,00 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 305 | 0,00 | 20 | 5,56 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 880 | 0,00 | 61 | 5,26 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 556 | 39 | ||||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 10.544 | 4,14 | 731 | 10,11 | ||||
| 2025-11-10 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 250 | 17 | ||||||
| 2026-01-08 | 13F | Adirondack Trust Co | 221 | 15 | ||||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 1.175 | 0,00 | 81 | 5,19 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 58.674 | -0,45 | 4.067 | 5,23 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 66.589 | 6,00 | 4.615 | 12,07 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 454 | 0,00 | 31 | 6,90 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 4.810 | -74,08 | 333 | -72,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.602 | 3,56 | 111 | 9,90 | ||||
| 2025-10-22 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | First Foundation Advisors | 5.211 | 0,00 | 361 | 5,87 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 8.041 | 2,91 | 557 | 8,79 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 90.574 | -1,92 | 6.278 | 104.516,67 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 360 | 0,00 | 25 | 4,35 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 55.727 | 12,79 | 3.863 | 21,33 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 3.024 | 1,20 | 210 | 7,18 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 3.805 | 264 | ||||||
| 2026-01-13 | 13F | Dakota Wealth Management | 4.713 | 0,00 | 327 | 5,84 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 906 | 0,00 | 63 | 5,08 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 12.037 | 834 | ||||||
| 2025-11-25 | 13F | Kimelman & Baird, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 201.667 | 0,08 | 13.978 | 5,81 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 64 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 79 | 5 | ||||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 13.408 | -7,71 | 929 | -2,42 | ||||
| 2026-02-17 | 13F | Fmr Llc | 11.146 | 15,04 | 772 | 21,57 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 82 | 6 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 37.367 | -6,28 | 2.590 | -0,96 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 314 | -1,57 | 22 | 5,00 | ||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 7.500 | 0,00 | 520 | 5,70 | ||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 50.103 | 0,21 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 300 | 21 | ||||||
| 2026-01-20 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 212 | 0,47 | 15 | 7,69 | ||||
| 2026-01-21 | 13F | TOWER TRUST & INVESTMENT Co | 325 | 0,00 | 23 | 4,76 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 6.950 | -25,28 | 482 | -21,02 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 302 | 0,00 | 21 | 0,00 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 5.083 | -83,40 | 352 | -82,46 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 550 | 0,00 | 38 | 5,56 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 26.869 | 9,15 | 1.862 | 15,44 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 188 | 0,00 | 13 | 8,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 201 | 0,50 | 14 | 0,00 | ||||
| 2026-02-11 | 13F | VVR Holdings LLC | 4.589 | 318 | ||||||
| 2026-02-13 | 13F | Creekside Partners | 7.114 | 0,06 | 493 | 5,79 | ||||
| 2026-01-23 | 13F | James J. Burns & Company, LLC | 10.913 | 10,71 | 756 | 17,03 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 13.178 | -1,20 | 913 | 4,46 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.818 | 0,00 | 265 | 5,60 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 850 | 0,00 | 59 | 5,45 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 10.217 | 75,94 | 700 | 84,21 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 9.167 | 0,00 | 635 | 5,83 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 8.708 | -7,11 | 604 | -1,79 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.340 | 3,88 | 93 | 9,52 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 20.914 | 208,38 | 1.450 | 226,35 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 561.572 | 9,36 | 38.923 | 15,62 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 61 | 4 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 36 | -50,68 | ||||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 5 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.041 | 72 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 8.651 | -1,88 | 600 | 3,63 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 161.977 | 3,78 | 11.227 | 9,71 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 10.647 | 2,61 | 738 | 8,38 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 56.120 | -0,76 | 3.890 | 4,91 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 7.516 | 19,78 | 521 | 26,52 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 508 | -15,05 | 35 | -10,26 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 18.070 | 0,26 | 1.252 | 6,01 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 152 | 0,66 | 11 | 11,11 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 3.668 | 0,03 | 254 | 5,83 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 6.400 | 0,00 | 465 | 7,39 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 35.356 | 2.451 | ||||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 23.179 | -0,52 | 1.607 | 5,17 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 337.119 | 2,64 | 23.366 | 8,51 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 21.101 | -1,36 | 1.462 | 4,28 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 18 | 1 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 3.100 | 215 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 4.300 | 298 | |||||
| 2025-10-14 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 223 | 8,25 | 15 | 15,38 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 704 | 8,47 | 49 | 14,29 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 20.876 | 40,27 | 1.447 | 48,31 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 144.722 | 16,62 | 10.031 | 23,28 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1.445 | -0,76 | 95 | 8,05 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 48.973 | -13,90 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 12 | 1 | ||||||
| 2026-01-30 | 13F | SOL Capital Management CO | 6.555 | -19,67 | 0 | |||||
| 2026-02-13 | 13F | Kilter Group LLC | 76 | 0,00 | 5 | 25,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.449 | 0,17 | 239 | 6,22 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 14.900 | 192,16 | 1.033 | 208,98 | |||
| 2026-02-13 | 13F | Colony Group, LLC | 37.153 | -6,77 | 2.495 | -4,48 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 74.700 | 457,46 | 5.177 | 489,64 | |||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 7.312 | 0,10 | 507 | 5,86 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 34 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 28.562 | 127,42 | 1.980 | 140,46 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 20.978 | 23,23 | 1.454 | 30,29 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 6.758 | -6,89 | 468 | -1,47 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 3.918 | 5,18 | 272 | 11,07 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.380 | 0,00 | 719 | 5,74 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 455 | 32 | ||||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 3.871 | -78,20 | 268 | -76,98 | ||||
| 2026-01-20 | 13F | Quintet Private Bank (Europe) S.A. | 600 | 0,00 | 42 | 5,13 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 100 | -50,00 | 7 | -45,45 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 800 | 0,00 | 55 | 5,77 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 3.917 | 271 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 801 | 33,50 | 56 | 41,03 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 85.187 | -1,34 | 5.904 | 4,31 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 300 | 0,00 | 21 | 5,26 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 337 | 23 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 7.908 | -5,78 | 548 | 2,43 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 266 | -88,25 | 18 | -87,84 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 6.084 | 4,21 | 422 | 10,21 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 196.876 | 2,13 | 13.646 | 7,97 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 9.177 | -1,38 | 636 | 4,26 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 88.510 | 0,97 | 6.135 | 6,75 | ||||
| 2026-02-17 | 13F | CHICAGO TRUST Co NA | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 600 | 0,00 | 39 | 11,43 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | M & L Capital Management Ltd | 185.810 | 4,06 | 12.878 | 10,01 | ||||
| 2026-02-17 | 13F | Creative Planning | 11.840 | -18,65 | 821 | -14,05 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 752 | -3,59 | 52 | 1,96 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 15 | 0,00 | 1 | |||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 18.647 | -0,38 | 1.348 | 3,61 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 600 | 0,00 | 42 | 5,13 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.475 | 102 | ||||||
| 2026-01-26 | 13F | Wealth Effects Llc | 3.080 | 0,10 | 213 | 5,97 | ||||
| 2026-01-15 | 13F | Trust Co | 79 | 0,00 | 5 | 0,00 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 20.820 | 15,00 | 1.443 | 21,67 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 7.741 | -2,91 | 537 | 2,68 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 1.010 | 0,00 | 70 | 6,06 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 22.696 | 1.565 | ||||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 37.809 | -0,54 | 2.621 | 5,14 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 31.166 | -32,24 | 2.160 | -28,36 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 5.426 | 106,63 | 376 | 118,60 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 10.084 | 2,88 | 699 | 8,72 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 101 | 0,00 | 7 | 16,67 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 87 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 6.846 | 22,25 | 0 | |||||
| 2026-01-28 | 13F | Glassman Wealth Services | 30 | 0,00 | 2 | 100,00 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 7.939 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 12.217 | 10,12 | 847 | 16,37 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 208 | 246,67 | 14 | 366,67 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 326 | 0,31 | 23 | 4,76 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4.961 | 5,82 | 344 | 11,73 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 1.415 | 224,54 | 98 | 250,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 5.805 | 14,29 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 39.200 | -3,88 | 2.717 | 1,61 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 14.274 | 989 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 17.345 | 66,43 | 1.202 | 75,99 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3.019 | -7,11 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 299 | 0,00 | 21 | 5,26 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 706 | 0,00 | 49 | 4,35 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 4 | 0 | ||||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 9.715 | 0,42 | 673 | 6,15 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 44.137 | -1,49 | 3.059 | 4,15 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 33.000 | 2.287 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 5.446 | -2,91 | 377 | 2,72 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3.057 | 221 | ||||||
| 2026-01-28 | 13F | Carmel Capital Management L.L.C. | 98.940 | 0,82 | 6.858 | 6,57 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.851 | -73,34 | 198 | -71,90 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 117 | 0,00 | 8 | 14,29 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 5.265 | 6,13 | 365 | 12,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 244.820 | 32,06 | 12.760 | 4,99 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 60 | 0,00 | 4 | 33,33 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.229 | 36,42 | 293 | 44,33 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 625 | 0,48 | 43 | 7,50 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 2.640 | 183 | ||||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 55 | 4 | ||||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 5.218 | -0,08 | 362 | 5,56 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.939 | -18,16 | 273 | -13,33 | ||||
| 2026-02-13 | 13F | Barclays Plc | 3.500 | 0,00 | 243 | 5,68 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2.215 | 15,67 | 153 | 22,40 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 4.280 | 1,01 | 297 | 6,86 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 5 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 6.997 | 0,00 | 485 | 5,68 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 564 | 1,44 | 0 | |||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 3.687 | 40,73 | 255 | 47,40 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 50 | 3 | ||||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 43 | 3 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 7.929 | -15,66 | 550 | -10,88 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 11.831 | 1.820,62 | 820 | 1.950,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6.263 | 3,78 | 458 | 11,98 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 21.225 | 0,00 | 1.471 | 5,75 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 8.556 | 1,58 | 593 | 7,43 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 7 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 666.350 | -0,65 | 46.185 | 5,03 | ||||
| 2026-02-17 | 13F | Humankind Investments LLC | 41.500 | 0,00 | 2.876 | 5,74 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 875 | 0,00 | 61 | 5,26 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 133 | 0,00 | 9 | 12,50 | ||||
| 2026-02-13 | 13F | Banque Transatlantique SA | 1.534 | -2,17 | 107 | 4,90 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.388 | -18,89 | 165 | -14,06 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 45.331 | 3.142 |
Other Listings
| US:ROBO | 71,98 USD |
