Statistiche di base
Proprietari istituzionali | 154 total, 154 long only, 0 short only, 0 long/short - change of -2,53% MRQ |
Allocazione media del portafoglio | 0.6750 % - change of 0,97% MRQ |
Azioni istituzionali (Long) | 13.602.279 (ex 13D/G) - change of 1,47MM shares 12,09% MRQ |
Valore istituzionale (Long) | $ 690.413 USD ($1000) |
Proprietà istituzionale e azionisti
VanEck ETF Trust - VanEck CLO ETF (US:CLOI) ha 154 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 13,602,279 azioni. I maggiori azionisti includono LPL Financial LLC, Capital Investment Advisors, LLC, Independence Asset Advisors, LLC, Syon Capital Llc, Orion Portfolio Solutions, LLC, Brinker Capital Investments, LLC, TRUE Private Wealth Advisors, Ferguson Shapiro LLC, WealthPlan Investment Management, LLC, and HighTower Advisors, LLC .
(VanEck ETF Trust - VanEck CLO ETF (ARCA:CLOI) 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%.
The share price as of September 5, 2025 is 52,89 / share. Previously, on September 9, 2024, the share price was 52,87 / share. This represents an increase of 0,04% over that period.
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.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16.913 | 14,38 | 1 | |||||
2025-08-08 | 13F | Gts Securities Llc | 9.194 | -71,44 | 487 | -71,43 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 4.061 | 215 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 26.230 | 1.475,38 | 1.391 | 1.497,70 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2.627 | 0,96 | 139 | 2,21 | ||||
2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 11.695 | 619 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 246.417 | 48,06 | 13.048 | 48,57 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 33.360 | -65,39 | 1.766 | -65,32 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 18.626 | 73,14 | 986 | 73,59 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 52.487 | 2.779 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5.185 | 0,00 | 275 | 0,37 | ||||
2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 142.469 | 2,81 | 7.544 | 3,02 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.572 | 560 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5.001 | -44,50 | 265 | -44,54 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 254 | 1,20 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 23.956 | 1.268 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11.155 | 1 | ||||||
2025-08-12 | 13F | Integras Partners LLC | 81.858 | -42,33 | 4.334 | -42,21 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 55.077 | 2.916 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21.634 | -15,54 | 1.146 | -15,37 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 0,00 | 16 | 0,00 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 360.791 | 4,06 | 19.104 | 4,27 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 822 | -23,11 | 44 | -23,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 55.364 | 181,42 | 2.932 | 182,10 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 38.841 | -11,26 | 2.057 | -11,07 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 126.171 | 1,21 | 6.681 | 1,43 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 79.564 | -1,69 | 4.213 | -1,50 | ||||
2025-08-13 | 13F | Coco Enterprises, LLC | 46.792 | 4,91 | 2.478 | 7,46 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 10.551 | -71,00 | 559 | -70,97 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.949 | 1.134,37 | 527 | 1.152,38 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 54.504 | -37,80 | 3 | -50,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 115.680 | 1.592,71 | 6.125 | 1.596,68 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 301.713 | 15,58 | 15.976 | 15,82 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5.606 | 21,79 | 296 | 22,31 | ||||
2025-08-04 | 13F | Atria Investments Llc | 57.835 | -17,88 | 3.062 | -17,71 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 5.588 | -6,56 | 296 | -6,35 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.618 | 24,24 | 244 | 23,98 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 6.012 | 5,60 | 318 | 6,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8.398 | -8,05 | 445 | -7,88 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2.923 | -98,54 | 155 | -98,54 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 7.561 | 400 | ||||||
2025-08-12 | 13F | Allen Capital Group, LLC | 37.321 | 14,99 | 1.976 | 15,29 | ||||
2025-08-13 | 13F | PineBridge Investments, L.P. | 271.852 | 14.395 | ||||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1.407 | 2,18 | 75 | 2,78 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 323.062 | 98,19 | 17.106 | 98,61 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 176.198 | -20,96 | 9.330 | -20,80 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 154.672 | 8.185 | ||||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 6.472 | -89,18 | 343 | -89,17 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 82.488 | -7,24 | 4.368 | -7,05 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 100.010 | 5 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 34.335 | 1.818 | ||||||
2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Financial Management Network Inc | 79.320 | -1,64 | 4.198 | 0,02 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 71.200 | -85,33 | 3.760 | -85,34 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25.633 | 0,19 | 1.357 | 0,44 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 165.842 | 1,96 | 8.781 | 2,18 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24.470 | -1,81 | 1.296 | -1,60 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 201.040 | -2,53 | 11 | 0,00 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 22.435 | -26,65 | 1.188 | -26,55 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52.419 | 5,23 | 2.776 | 5,43 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 635.803 | -2,03 | 33.666 | -1,83 | ||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 11.976 | -78,38 | 634 | -78,34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 10.487 | 9,71 | 555 | 9,90 | ||||
2025-07-29 | 13F | Creekside Partners | 3.943 | 209 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 210.615 | -11,74 | 11.152 | -11,56 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 5.517 | 292 | ||||||
2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18.973 | -26,90 | 1.005 | -26,77 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4.039 | 214 | ||||||
2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 265.100 | 951,98 | 14.037 | 952,25 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 39.515 | -34,50 | 2.092 | -34,28 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 1.541 | -8,00 | 82 | -7,95 | ||||
2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 211.990 | 23,46 | 11.225 | 23,72 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1.250 | 66 | ||||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 14.779 | 3,30 | 783 | 3,58 | ||||
2025-08-14 | 13F | Syon Capital Llc | 791.212 | -7,13 | 41.895 | -6,93 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 72.685 | 3,46 | 3.849 | 3,66 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 12.138 | 41,80 | 643 | 42,04 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 205 | 0,00 | 0 | |||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 154.157 | 828,88 | 8.163 | 831,74 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 14 | 1.300,00 | 1 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7.633 | -98,80 | 404 | -98,80 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 5.682 | 26,66 | 301 | 26,58 | ||||
2025-07-29 | 13F | Independence Asset Advisors, LLC | 1.099.620 | 547,57 | 58.218 | 549,39 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 149.481 | 7,31 | 7.915 | 7,54 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 9 | -25,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 10.721 | 48,20 | 568 | 48,43 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 32.227 | 256,26 | 1.706 | 256,90 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 16.872 | -7,18 | 893 | -6,98 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 134 | -26,37 | 7 | -22,22 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.592 | 667 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 32.574 | 2 | ||||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 216 | 0,00 | 11 | 0,00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16.371 | 27,45 | 867 | 27,73 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 2.082 | -22,14 | 110 | -21,99 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 452 | 0,00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 6.273 | -5,61 | 332 | -5,41 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6.455 | -9,05 | 342 | -8,82 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.345 | 177 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 11.374 | 20,49 | 602 | 20,88 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 95 | -73,76 | 5 | -73,68 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 166.043 | -13,95 | 8.792 | -13,77 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 153.503 | 28,49 | 8.128 | 28,75 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 4.500 | -6,25 | 238 | -5,93 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 4.770 | -71,14 | 253 | -71,13 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 90 | 5 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.893 | 0,21 | 630 | 0,32 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 65.643 | 6,12 | 3.476 | 6,33 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 11.702 | 10,58 | 620 | 10,73 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.775 | 200 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 286.458 | -4,48 | 15.168 | -4,28 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 | -99,99 | 0 | -100,00 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 312.471 | 20,98 | 16.545 | 21,23 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 11.981 | -7,74 | 634 | -7,58 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 38.737 | 33,59 | 2.051 | 33,88 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94.327 | -5,59 | 5 | -20,00 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 648.991 | -2,11 | 34.293 | -1,98 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 134.247 | 0,33 | 7.108 | 0,54 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27.337 | -4,47 | 1 | 0,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.231 | 36,09 | 224 | 36,59 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 86.777 | 27,40 | 4.595 | 27,65 | ||||
2025-07-18 | 13F | Truist Financial Corp | 14.615 | -5,53 | 774 | -5,39 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 4.084 | 216 | ||||||
2025-05-13 | 13F | CacheTech Inc. | 26.280 | 3,52 | 1.389 | 3,66 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 178.345 | -4,85 | 9.443 | -4,65 | ||||
2025-05-13 | 13F | Adams Wealth Management | 26.280 | 3,52 | 1.389 | 3,66 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 26.867 | -0,71 | 1.427 | 0,42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.313.075 | 2,32 | 69.527 | 2,54 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 8.852 | -3,93 | 469 | -3,70 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 277.737 | 0,77 | 14.706 | 0,99 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 17.086 | 25,07 | 905 | 25,38 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 14 | 0,00 | 1 | |||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29.012 | -0,68 | 1.537 | -0,58 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 20.916 | 40,14 | 1.108 | 40,48 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 78.881 | 4.170 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 278 | 15 | ||||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 7.062 | 33,27 | 0 | |||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1.286.977 | 14,65 | 68.145 | 14,89 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 14.446 | 1 | ||||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 612 | -17,85 | 32 | -17,95 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1.200 | 0,00 | 64 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99.291 | 139,58 | 5.252 | 139,93 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 55 | 1,85 | 3 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 45.346 | 2.401 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 276 | 1,47 | 15 | 0,00 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 375 | 0,00 | 20 | 0,00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 97.391 | -0,60 | 5.157 | -0,41 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 8.217 | -7,15 | 435 | -6,85 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 28.055 | -61,42 | 1.486 | -61,35 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 44.554 | 113,10 | 2.359 | 113,68 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4.398 | -6,86 | 233 | -6,83 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10.411 | 4,43 | 551 | 4,75 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12.145 | 642 | ||||||
2025-08-15 | 13F | Morgan Stanley | 459 | 129,50 | 24 | 140,00 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 34.666 | 2,06 | 1.836 | 2,29 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 27.863 | 20,99 | 1.474 | 21,22 |