CMF - iShares Trust - iShares California Muni Bond ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

iShares Trust - iShares California Muni Bond ETF
US ˙ ARCA ˙ US4642883569

Statistiche di base
Proprietari istituzionali 316 total, 316 long only, 0 short only, 0 long/short - change of 3,26% MRQ
Allocazione media del portafoglio 0.3875 % - change of -11,79% MRQ
Azioni istituzionali (Long) 48.393.108 (ex 13D/G) - change of -4,10MM shares -7,82% MRQ
Valore istituzionale (Long) $ 2.650.038 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares California Muni Bond ETF (US:CMF) ha 316 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 48,393,108 azioni. I maggiori azionisti includono Wealthfront Advisers Llc, Charles Schwab Investment Management Inc, Fmr Llc, Jane Street Group, Llc, Morgan Stanley, Bailard, Inc., Facet Wealth, Inc., Syon Capital Llc, EP Wealth Advisors, Inc., and Bank Of America Corp /de/ .

(iShares Trust - iShares California Muni Bond ETF (ARCA:CMF) 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 56,22 / share. Previously, on September 9, 2024, the share price was 57,87 / share. This represents a decline of 2,85% over that period.

CMF / iShares Trust - iShares California Muni Bond ETF Institutional Ownership
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.

CMF / iShares Trust - iShares California Muni Bond ETF Historical Put/Call Ratio
Depositi 13D/G

Presentiamo i depositi 13D/G separatamente dai depositi 13F a causa del diverso trattamento da parte della SEC. I depositi 13D/G possono essere presentati da gruppi di investitori (con un unico leader), mentre i depositi 13F no. Ciò comporta situazioni in cui un investitore può depositare un documento 13D/G riportando un valore per il totale delle azioni (che rappresenta tutte le azioni possedute dal gruppo di investitori), e poi depositare un documento 13F riportando un valore diverso per il totale delle azioni (che rappresenta esclusivamente la propria proprietà). Ciò significa che la proprietà delle azioni nei depositi 13D/G e nei depositi 13F spesso non sono direttamente comparabili, pertanto le presentiamo separatamente.

Nota: a partire dal 16 maggio 2021, non mostriamo più i proprietari che non hanno depositato un documento 13D/G nellultimo anno. In precedenza, mostravamo lintero storico dei depositi 13D/G. In generale, le entità che sono tenute a depositare i documenti 13D/G devono farlo almeno una volta all'anno prima di presentare un deposito di chiusura. Tuttavia, a volte i fondi escono dalle posizioni senza presentare un deposito di chiusura (cioè, procedono a una liquidazione), per cui la visualizzazione dell'intero storico a volte generava confusione sull'attuale proprietà. Per evitare confusione, ora mostriamo solo i proprietari "attuali", ossia quelli che hanno effettuato un deposito nell'ultimo anno.

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Data di deposito Modulo Investitore Azioni
precedenti
Ultime
azioni
Δ Azioni
(Percentuale)
Proprietà
(Percentuale)
Δ Proprietà
(Percentuale)
2025-08-06 13G/A FMR LLC 4,826,571 2,396,725 -50.34 3.70 -48.61
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
(%)
2025-08-04 13F Bristlecone Advisors, LLC 17.065 -0,20 951 -1,14
2025-08-14 13F Mariner, LLC 826.709 -2,67 46.077 -3,60
2025-08-13 13F Rinkey Investments 244.258 177,03 13.615 174,37
2025-07-09 13F Chesley Taft & Associates LLC 7.050 42,42 393 41,01
2025-08-12 13F Global Retirement Partners, LLC 11.987 228,68 668 221,15
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 239.443 16,95 13.347 15,83
2025-08-01 13F Envestnet Asset Management Inc 519.514 10,71 28.958 9,65
2025-08-12 13F RiverFront Investment Group, LLC 64.738 49,92 3.608 48,48
2025-08-14 13F GWM Advisors LLC 116.458 -6,66 6.491 -7,55
2025-07-01 13F First National Bank Sioux Falls 0 -100,00 0
2025-07-28 13F Harbour Investments, Inc. 0 -100,00 0
2025-07-29 13F Two West Capital Advisors LLC 13.137 87,94 726 90,05
2025-08-08 13F Gts Securities Llc 160.618 8.953
2025-07-31 13F Buckingham Strategic Partners 5.839 -51,30 325 -51,78
2025-08-08 13F Creative Planning 200.340 -17,46 11.167 -18,25
2025-08-13 13F Cerity Partners LLC 226.840 -3,95 12.644 -4,88
2025-08-12 13F Fca Corp /tx 3.636 -16,72 203 -17,55
2025-08-13 13F Parkworth Wealth Management, Inc. 41 -37,88 2 -33,33
2025-07-15 13F Tenon Financial LLC 12.798 0,00 713 -0,97
2025-08-01 13F Gwn Securities Inc. 3.726 -92,44 208 -92,45
2025-08-05 13F Westside Investment Management, Inc. 40.272 -3,49 2.245 -4,43
2025-08-14 13F Colony Group, LLC 163.725 6,19 9.126 5,17
2025-04-22 13F/A NorthRock Partners, LLC 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5.266 -17,32 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 13.896 775
2025-08-06 13F Golden State Wealth Management, LLC 5.319 -22,62 296 -23,32
2025-05-06 13F WESPAC Advisors SoCal, LLC 0 -100,00 0
2025-08-14 13F Sherman Asset Management, Inc. 3.744 5,08 209 4,00
2025-04-23 13F Integris Wealth Management, LLC 0 -100,00 0
2025-07-08 13F 21 West Wealth Management LLC 29.095 1.622
2025-07-30 13F LifeWealth Investments, LLC 15.806 0,00 881 -0,90
2025-08-07 13F Brio Consultants, LLC 199.252 -41,21 11.106 -41,78
2025-08-14 13F Goldman Sachs Group Inc 100.882 1.522,42 5.623 1.511,17
2025-08-08 13F Kingsview Wealth Management, LLC 4.372 -17,83 244 -18,73
2025-08-13 13F North Berkeley Wealth Management, LLC 6.892 -34,53 384 -35,14
2025-05-06 13F a16z Perennial Management, L.P. 0 -100,00 0 -100,00
2025-08-05 13F Elyxium Wealth, LLC 4.333 -28,57 242 -29,33
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 10.189 -57,18 567 -57,73
2025-08-14 13F Stifel Financial Corp 37.886 26,08 2.112 24,84
2025-07-16 13F Magnus Financial Group LLC 4.408 0,62 246 -0,41
2025-08-08 13F Union Savings Bank 6.411 6,30 355 4,72
2025-08-12 13F Charles Schwab Investment Management Inc 7.717.458 -24,78 430.171 -25,51
2025-06-23 NP SRCMX - California Municipal Fund Class A 702 0,00 39 0,00
2025-05-09 13F Citizens Financial Group Inc/ri 0 -100,00 0
2025-07-25 13F Investment Advisory Group, LLC 11.400 0,00 635 -0,94
2025-08-14 13F Raymond James Financial Inc 130.977 -27,45 7.301 -28,14
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-11 13F Westfuller Advisors, LLC 64.463 0,02 3.593 -0,94
2025-08-01 13F Strategic Financial Services, Inc, 0 -100,00 0 -100,00
2025-08-06 13F Longview Financial Advisors LLC 150 78,57 8 100,00
2025-08-12 13F Deutsche Bank Ag\ 80.350 -30,80 4.479 -31,48
2025-07-23 13F Valmark Advisers, Inc. 70.659 0,11 3.939 -0,86
2025-08-06 13F Summit Wealth Group, LLC 6.436 0,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 87.919 -26,67 4.901 -27,38
2025-07-16 13F Perigon Wealth Management, LLC 0 -100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 33.988 8,91 1.895 7,86
2025-05-15 13F Millennium Management Llc 0 -100,00 0 -100,00
2025-08-14 13F Mercer Global Advisors Inc /adv 382.533 23,73 21.322 22,55
2025-08-14 13F Citadel Advisors Llc 34.045 -8,37 1.898 -9,28
2025-08-11 13F Bell Investment Advisors, Inc 18.775 -74,68 1.047 -74,93
2025-07-07 13F Vishria Bird Financial Group, LLC 0 -100,00 0
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 6.185 0,00 345 -1,15
2025-08-05 13F Tme Financial, Inc. 7.999 -35,42 446 -36,15
2025-08-08 13F VERITY Wealth Advisors 10.915 0,00 608 -0,98
2025-08-12 13F Proequities, Inc. 0 0
2025-07-23 13F Steel Peak Wealth Management LLC 59.865 7,95 3.337 6,89
2025-08-13 13F Argyle Capital Partners, LLC 22.853 -2,28 1.274 -3,27
2025-07-17 13F Neumann Capital Management, LLC 0 -100,00 0
2025-07-17 13F Keystone Global Partners, LLC 17.106 -0,61 953 -1,55
2025-08-12 13F Founders Financial Alliance, LLC 0 -100,00 0
2025-08-11 13F First American Trust, Fsb 95.601 7,91 5.329 6,88
2025-08-11 13F Tidemark, LLC 1.050 0,00 59 -1,69
2025-08-11 13F Conquis Financial Llc 27.072 42,88 1.509 41,46
2025-08-15 13F WFA of San Diego, LLC 465 26
2025-08-14 13F Atomi Financial Group, Inc. 67.188 20,56 3.745 19,42
2025-07-22 13F Wealthcare Advisory Partners LLC 22.698 13,60 1.265 12,54
2025-08-11 13F Wealthspire Advisors, LLC 45.622 -22,99 2.543 -23,73
2025-07-09 13F Affinity Capital Advisors, LLC 246.258 66,03 13.726 69,25
2025-08-12 13F Calton & Associates, Inc. 0 -100,00 0
2025-08-05 13F Bank Of Montreal /can/ 124.879 -44,39 6.961 -44,93
2025-08-14 13F Syon Capital Llc 1.205.909 -10,43 67.217 -11,29
2025-08-14 13F Royal Bank Of Canada 404.780 -6,98 22.562 -7,88
2025-08-14 13F Evergreen Capital Management Llc 38.184 11,87 2.128 10,78
2025-07-23 13F Morton Capital Management LLC/CA 3.626 0,78 202 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 3.095 173
2025-07-22 13F Team Financial Group, LLC 33 2
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24.295 -28,51 1.354 -29,18
2025-08-12 13F MAI Capital Management 27.513 -15,71 1.534 -16,55
2025-08-14 13F Wells Fargo & Company/mn 469.502 3,88 26.170 2,89
2025-07-24 13F Us Bancorp \de\ 66.807 12,05 3.724 10,97
2025-08-13 13F Flow Traders U.s. Llc 20.956 35,91 1
2025-07-08 13F Parallel Advisors, LLC 27.174 -68,64 1.515 -68,95
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8.401 -51,13 467 -51,81
2025-07-22 13F McNaughton Wealth Management, LLC 25.472 -16,67 1.420 -17,50
2025-07-23 13F Prime Capital Investment Advisors, LLC 73.417 -12,60 4.092 -13,43
2025-07-30 13F Caliber Wealth Management, LLC / KS 8.164 455
2025-08-07 13F Shared Vision Wealth Group LLC 4.507 -60,33 250 -61,03
2025-08-15 13F Captrust Financial Advisors 342.904 66,75 19.113 65,15
2025-07-15 13F Bank Of Stockton 72.851 -5,11 4.061 -6,02
2025-07-09 13F Dynamic Advisor Solutions LLC 25.908 -10,06 1.444 -10,92
2025-07-03 13F Garde Capital, Inc. 119.008 -2,72 6.634 -3,66
2025-07-22 13F Merit Financial Group, LLC 39.443 2.199
2025-08-08 13F Larson Financial Group LLC 1.671 11,40 93 10,71
2025-08-14 13F Integrated Wealth Concepts LLC 34.249 -7,43 1.909 -8,31
2025-08-14 13F Mml Investors Services, Llc 84.955 30,99 5 33,33
2025-08-11 13F Perennial Investment Advisors, LLC 7.433 26,58 414 25,45
2025-08-05 13F Gould Asset Management Llc /ca/ 42.855 -12,39 2.389 -13,23
2025-08-27 13F/A Brinker Capital Investments, LLC 16.733 -8,15 933 -9,07
2025-07-21 13F Ameritas Advisory Services, LLC 407 23
2025-08-12 13F Running Point Capital Advisors, LLC 27.840 3,92 1.552 2,92
2025-08-15 13F WealthCollab, LLC 39.113 10,34 2.180 9,27
2025-07-28 13F WealthPlan Investment Management, LLC 32.174 1.793
2025-08-11 13F Rothschild Investment Llc 750 0,00 42 -2,38
2025-08-12 13F NFP Retirement, Inc. 4.875 0,76 272 -0,37
2025-07-30 13F Exencial Wealth Advisors, Llc 4.593 2,34 256 1,59
2025-08-07 13F Curtis Advisory Group, LLC 26.294 30,80 1.466 29,53
2025-08-08 13F Cetera Investment Advisers 219.757 -5,67 12.249 -6,57
2025-08-11 13F Aptus Capital Advisors, LLC 704 0,00 39 0,00
2025-08-14 13F Two Sigma Securities, Llc 4.976 277
2025-08-14 13F McIlrath & Eck, LLC 31.810 4,34 1.773 3,38
2025-07-10 13F IMPACTfolio, LLC 4.929 0,00 275 -1,08
2025-07-25 13F Atria Wealth Solutions, Inc. 3.950 -37,06 220 -37,96
2025-07-17 13F HB Wealth Management, LLC 4.491 0,00 250 -0,79
2025-08-06 13F Climber Capital SA 12.660 0,00 702 14,33
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2025-08-14 13F Sand Hill Global Advisors, LLC 89.315 4.978
2025-07-17 13F HCR Wealth Advisors 23.987 1,01 1.337 0,07
2025-07-29 13F Stordahl Capital Management, Inc. 3.956 7,70 221 6,80
2025-08-14 13F Fmr Llc 2.396.725 -50,34 133.593 -50,82
2025-08-12 13F LPL Financial LLC 843.495 5,34 47.016 4,33
2025-07-11 13F Farther Finance Advisors, LLC 12.852 -19,11 716 -19,91
2025-08-12 13F Atlas Capital Advisors Llc 8.872 14,01 495 13,04
2025-08-06 13F Columbia River Financial Group, LLC 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 62.835 15,31 3.502 14,22
2025-08-12 13F O'shaughnessy Asset Management, Llc 40.133 6,13 2.237 5,12
2025-08-11 13F Amara Financial, Llc. 0 -100,00 0
2025-08-08 13F Omega Financial Group, LLC 74.949 0,00 4.178 -0,97
2025-07-16 13F Highline Wealth Partners Llc 6.240 -9,45 348 -10,34
2025-07-22 13F Verus Wealth Management, Llc 6.950 387
2025-07-25 13F Lodestar Private Asset Management Llc 60.579 -6,02 3.377 -6,92
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 47.013 -3,50 2.620 -4,41
2025-08-12 13F Ameritas Investment Partners, Inc. 1.174 9,72 65 8,33
2025-06-11 13F Fortitude Financial, LLC 7.552 32,63 425 30,37
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 64.521 0,00 3.596 -0,96
2025-08-06 13F Adviser Investments LLC 344.078 -1,88 19.179 -2,83
2025-05-13 13F Financial Advisors Network, Inc. 0 -100,00 0 -100,00
2025-08-15 13F CI Private Wealth, LLC 13.340 246,40 744 243,98
2025-07-21 13F Mattern Capital Management, Llc 11.475 2,91 640 1,91
2025-07-31 13F Brighton Jones Llc 8.757 0,00 488 -0,81
2025-07-25 13F Asset Planning,Inc 700 0,00 39 0,00
2025-08-14 13F Ameriprise Financial Inc 235.015 25,56 13.094 24,16
2025-07-21 13F Creative Capital Management Investments LLC 32.530 -35,66 1.813 -36,27
2025-08-13 13F Beacon Pointe Advisors, LLC 111.153 5,56 6.196 4,54
2025-07-30 13F Clune & Associates, Ltd. 5.044 0,00 281 -0,71
2025-07-14 13F AdvisorNet Financial, Inc 1.250 0,00 70 -1,43
2025-08-14 13F Alliancebernstein L.p. 219.598 11,76 12.240 10,69
2025-07-14 13F GAMMA Investing LLC 3.691 -55,85 206 -56,38
2025-08-14 13F Ieq Capital, Llc 21.908 0,29 1.221 -0,65
2025-07-18 13F Pure Financial Advisors, Inc. 192.104 -2,58 10.708 -3,52
2025-07-10 13F Sovran Advisors, LLC 6.838 -39,12 380 -38,87
2025-07-16 13F Paragon Capital Management Ltd 13.065 728
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 3.205 0,00 179 -1,11
2025-07-31 13F Carnegie Capital Asset Management, LLC 6.812 2,05 380 1,07
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 3.980 222
2025-08-14 13F Sei Investments Co 274.376 12,06 15.294 10,99
2025-08-12 13F Umpqua Bank 61.051 67,49 3.393 65,38
2025-07-31 13F Wealthfront Advisers Llc 8.648.197 -3,39 482.051 -4,32
2025-08-14 13F First Foundation Advisors 521.518 -1,13 29.069 -2,08
2025-07-24 13F IFP Advisors, Inc 1.121 0,00 62 -1,59
2025-04-21 13F Catalina Capital Group, LLC 0 -100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18.217 -14,93 1.025 -16,39
2025-07-23 13F Values Added Financial LLC 12.770 712
2025-08-14 13F Quantinno Capital Management LP 24.961 1.391
2025-08-11 13F One Capital Management, LLC 53.172 41,72 2.964 40,36
2025-07-18 13F Trilogy Capital Inc. 6.078 339
2025-07-17 13F Eclectic Associates Inc /adv 6.760 -48,88 377 -49,46
2025-08-08 13F Altfest L J & Co Inc 5.218 0,00 291 -1,02
2025-08-07 13F Palisade Asset Management, LLC 4.281 0,00 239 -0,83
2025-05-09 13F Leisure Capital Management 0 -100,00 0
2025-07-16 13F Traveka Wealth, LLC 75.366 -3,52 4.201 -4,46
2025-07-18 13F Northeast Financial Group, Inc. 9.378 29,37 523 28,26
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 9.060 -28,72 505 -29,37
2025-08-05 13F Integrity Financial Corp /WA 2.667 0,00 149 -1,33
2025-08-14 13F Comerica Bank 54.601 156,73 3.043 154,43
2025-07-30 13F Clifford Swan Investment Counsel Llc 9.260 0,00 516 -0,96
2025-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5.684 0,00 317 0,96
2025-07-28 13F IFC Advisors LLC 24.169 4,05 1.347 3,06
2025-08-05 13F Cherry Tree Wealth Management, LLC 6.311 -5,37 352 -6,40
2025-08-08 13F Bailard, Inc. 1.344.831 16,73 74.961 15,60
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2025-08-07 13F Winthrop Capital Management, LLC 242 0,00 0
2025-07-30 13F Retirement Planning Group 3.999 223
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2025-07-16 13F Tru Independence Asset Management 2, Llc 12.857 8,89 717 7,83
2025-08-11 13F Citigroup Inc 4.300 0,00 240 -1,24
2025-07-21 13F Life Planning Partners, Inc 8.337 0,00 465 -1,07
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 8.058 33,79 449 32,84
2025-07-16 13F Falcon Wealth Planning 5.947 -33,15 331 -33,80
2025-08-26 13F Nautilus Advisors LLC 7.850 0,00 438 -0,91
2025-08-12 13F CIBC Private Wealth Group, LLC 9.150 -46,20 510 -44,98
2025-07-08 13F Apella Capital, LLC 54.945 29,05 3.055 30,39
2025-08-14 13F Cardiff Park Advisors, Llc 3.011 0,77 168 -0,60
2025-08-13 13F Jones Financial Companies Lllp 64.082 103,45 3.566 101,64
2025-07-29 13F Werba Rubin Papier Wealth Management 16.517 39,81 921 38,55
2025-07-29 13F Private Trust Co Na 6.584 -1,67 367 -2,66
2025-07-22 13F SOL Capital Management CO 8.425 0
2025-07-18 13F SimpliFi, Inc. 25.836 4,73 1.440 3,75
2025-08-05 13F Simplex Trading, Llc 39 0
2025-08-08 13F Pnc Financial Services Group, Inc. 351 0,00 20 0,00
2025-08-08 13F Avantax Advisory Services, Inc. 80.438 33,94 4.484 32,67
2025-08-05 13F Navalign, LLC 174.885 -11,50 9.748 -12,35
2025-08-08 13F Meridian Wealth Management, LLC 6.920 13,54 386 12,24
2025-07-28 13F Elmwood Wealth Management, Inc. 66.175 1,55 3.689 0,57
2025-08-14 13F Trace Wealth Advisors, LLC 10.452 0,00 583 -1,02
2025-07-23 13F Slow Capital, Inc. 265.937 -19,14 14.823 -19,92
2025-08-05 13F Freestone Capital Holdings, LLC 71.482 3,78 3.984 2,79
2025-08-06 13F Quadrant Private Wealth Management, LLC 3.872 -11,74 216 -12,60
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 121.015 -0,54 6.750 -1,36
2025-07-31 13F Ballast Advisors Llc 410 1,23 23 0,00
2025-08-14 13F Strive Asset Management, LLC 100.564 0,00 5.605 -0,95
2025-05-06 13F Van Strum & Towne Inc. 0 -100,00 0
2025-05-01 13F Manuka Financial, LLC 0 -100,00 0
2025-08-11 13F Elequin Capital Lp 6.090 339
2025-07-09 13F Towerpoint Wealth, LLC 26.967 -0,41 1.503 -1,31
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 161.632 -20,61 9.017 -21,32
2025-07-16 13F Spinnaker Investment Group, LLC 18.733 -13,33 1.044 -14,14
2025-08-05 13F Crestwood Advisors Group LLC 10.483 584
2025-08-06 13F Savant Capital, LLC 8.889 -51,71 495 -52,17
2025-08-14 13F EP Wealth Advisors, Inc. 1.195.011 -6,24 66.610 -7,14
2025-07-16 13F St Germain D J Co Inc 1.200 0,00 67 -1,49
2025-08-06 13F Wedbush Securities Inc 30.603 1,65 2 0,00
2025-08-12 13F Financial Advocates Investment Management 7.080 -22,99 395 -23,79
2025-08-08 13F Itau Unibanco Holding S.A. 18.342 126,92 1.022
2025-08-14 13F Foronjy Financial Llc 28.077 1.565
2025-08-14 13F Old Mission Capital Llc 37.803 313,15 2.107 309,92
2025-05-09 13F Topel & Distasi Wealth Management, LLC 0 -100,00 0
2025-05-14 13F Huntington National Bank 147 -2,00
2025-08-13 13F Brown Advisory Inc 11.991 202,65 668 200,90
2025-08-11 13F Aspen Investment Management Inc 10.631 -2,30 1
2025-08-14 13F Aqr Capital Management Llc 0 -100,00 0
2025-07-31 13F Ndwm Llc 96.464 121,39 5.377 119,25
2025-07-29 13F Angeles Wealth Management, Llc 1.644 0,00 92 -1,09
2025-08-14 13F Smartleaf Asset Management LLC 21.626 178,90 1.203 176,55
2025-08-14 13F Destination Wealth Management 17.901 -3,24 998 -4,23
2025-08-07 13F SFE Investment Counsel 6.098 -17,43 340 -18,31
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 22.691 12,54 1.265 11,46
2025-07-16 13F Blue Oak Capital, LLC 51.098 -4,72 2.848 -5,63
2025-08-15 13F Kestra Advisory Services, LLC 26.357 40,36 1.469 39,11
2025-07-18 13F Warren Street Wealth Advisors, LLC 56.593 0,81 3.154 -0,16
2025-07-24 13F Financial Connections Group, Inc. 166.442 -13,18 9 -10,00
2025-08-04 13F Ledyard National Bank 6.000 0,00 334 -0,89
2025-07-25 13F RHS Financial, LLC 11.187 -61,23 624 -61,64
2025-07-29 13F DeDora Capital, Inc. 48.159 5,43 2.684 4,44
2025-08-13 13F Lido Advisors, LLC 14.585 -34,32 813 -34,91
2025-08-13 13F SageView Advisory Group, LLC 4.315 20,53 239 -9,16
2025-08-12 13F Putnam Fl Investment Management Co 4.458 0,00 248 -0,80
2025-08-04 13F Creative Financial Designs Inc /adv 1.100 0,00 61 0,00
2025-08-15 13F Manhattan West Asset Management, LLC 337.861 0,43 18.832 -0,54
2025-08-13 13F Hsbc Holdings Plc 21.899 -12,15 1.221 -13,04
2025-07-31 13F Opes Wealth Management LLC 387.164 6,55 21.581 5,53
2025-08-15 13F Equitable Holdings, Inc. 3.921 -13,71 219 -14,51
2025-08-06 13F Atlas Legacy Advisors, LLC 203.783 449,70 11.359 443,97
2025-08-08 13F Crossmark Global Holdings, Inc. 4.270 0,00 238 -0,83
2025-08-12 13F Jpmorgan Chase & Co 519.217 5,42 28.941 4,41
2025-07-28 13F Davidson Investment Advisors 21.585 43,63 1.203 42,37
2025-08-08 13F KM Capital Management Ltd. 8.919 0,76 497 -0,20
2025-05-13 13F Watts Gwilliam & Co., LLC 0 -100,00 0
2025-08-07 13F Tillman Hartley LLC 18.768 0,00 1.046 -0,95
2025-08-01 13F Facet Wealth, Inc. 1.278.713 24,04 70.892 23,88
2025-07-24 13F Williams & Novak, LLC 17.345 -59,06 967 -59,46
2025-08-15 13F Morgan Stanley 1.776.876 -2,59 99.043 -3,53
2025-08-14 13F Bank Of America Corp /de/ 1.172.106 -9,37 65.333 -10,23
2025-08-11 13F Avantax Planning Partners, Inc. 10.266 -10,89 572 -11,73
2025-08-13 13F Fisher Asset Management, LLC 5.616 -19,82 313 -20,56
2025-07-17 13F Johnson Bixby & Associates, LLC 20.582 -30,57 1.147 -31,24
2025-07-23 13F Raub Brock Capital Management LP 0 -100,00 0
2025-08-12 13F AlphaCore Capital LLC 851 -27,70 47 -28,79
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 6.350 0,00 354 -1,12
2025-08-06 13F Prospera Financial Services Inc 0 -100,00 0 -100,00
2025-07-11 13F Myecfo, Llc 227.283 -0,68 12.881 0,02
2025-08-13 13F EverSource Wealth Advisors, LLC 354 0,85 20 0,00
2025-07-08 13F Ehrlich Financial Group 86.680 -1,46 4.832 -2,40
2025-07-30 13F Whittier Trust Co 55.197 4,68 3.077 3,67
2025-08-14 13F Horizon Investments, LLC 43 0,00 2 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 6 0
2025-08-14 13F Fairview Capital Investment Management, Llc 30.695 4,78 1.711 3,76
2025-08-06 13F Cornerstone Investment Partners, LLC 0 -100,00 0
2025-08-13 13F Guggenheim Capital Llc 121.282 65,59 6.760 64,00
2025-07-03 13F Fiduciary Financial Group, Llc 24.954 56,63 1.388 58,15
2025-07-17 13F Catalytic Wealth RIA, LLC 13.406 747
2025-08-13 13F West Wealth Group, LLC 240.111 16,48 13.350 15,10
2025-08-14 13F Summit Trail Advisors, Llc 65.718 3.663
2025-08-08 13F Empower Advisory Group, LLC 27.495 7,56 1.533 6,54
2025-08-14 13F Qube Research & Technologies Ltd 7.283 189,58 406 187,23
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 79.545 229,58 4.434 226,44
2025-08-01 13F Clark Asset Management, LLC 23.423 -10,25 1.306 -11,10
2025-08-14 13F Jane Street Group, Llc 1.792.639 73,74 99.922 72,08
2025-08-11 13F Lowe Brockenbrough & Co Inc 117 7
2025-05-13 13F Cresset Asset Management, LLC 0 -100,00 0
2025-08-14 13F LM Advisors LLC 16.003 0,00 1
2025-08-05 13F Mission Wealth Management, Lp 80.393 -18,88 4.481 -19,65
2025-07-25 13F Cwm, Llc 123.259 16,08 7 20,00
2025-08-04 13F Assetmark, Inc 387.350 7,90 21.591 6,87
2025-07-10 13F Waypoint Wealth Partners Inc. 8.000 0,00 446 -1,11
2025-08-14 13F Abound Financial, Llc 0 -100,00 0
2025-04-17 13F Vista Wealth Management Group, LLC 7.845 -36,11 442 -37,27
2025-05-14 13F Change Path, LLC 0 -100,00 0
2025-08-14 13F Brasada Capital Management, Lp 14.300 795
2025-07-17 13F Capital Insight Partners, Llc 7.937 -44,38 442 -44,96
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 85.544 25,66 4.768 24,46
2025-08-07 13F Sanchez Wealth Management Group 4.810 -25,94 268 -26,58
2025-08-12 13F Journey Strategic Wealth Llc 37.790 115,87 2.106 113,81
2025-08-14 13F Betterment LLC 200.986 3,03 11 10,00
2025-08-12 13F NWF Advisory Services Inc. 0 -100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 9.080 0,00 506 -0,98
2025-08-13 13F Portfolio Design Labs, LLC 15.406 859
2025-08-12 13F Main Management LLC 1.976 -1,98 0
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-10 13F Shira Ridge Wealth Management 12.777 -46,96 712 -47,45
2025-07-16 13F Signature Resources Capital Management, LLC 1.853 0,00 103 -0,96
2025-08-07 13F Allworth Financial LP 15.729 0,44 877 1,27
2025-08-13 13F Rsm Us Wealth Management Llc 75.165 -24,56 4.190 -25,29
2025-07-30 13F Crewe Advisors LLC 875 0,00 49 -2,04
2025-08-05 13F Key FInancial Inc 69 4
2025-08-11 13F Principal Securities, Inc. 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 28.420 424,74 1.584 421,05
2025-05-15 13F Pathstone Holdings, LLC 0 -100,00 0
2025-08-05 13F Tiaa Trust, National Association 732.028 31,54 40.803 30,28
2025-05-14 13F Prosperitas Financial LLC 0 -100,00 0 -100,00
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 111.548 -32,83 6.218 -33,47
2025-07-22 13F Miracle Mile Advisors, LLC 116.441 -2,83 6.490 -3,77
2025-08-14 13F Safeguard Investment Advisory Group, LLC 16.275 -9,88 907 -10,73
2025-07-23 13F Wise Wealth Partners 5.796 7,97 323 6,95
2025-08-11 13F United Capital Financial Advisers, Llc 43.600 -56,95 2.430 -57,36
2025-07-29 13F Stratos Wealth Partners, LTD. 4.912 3,45 274 2,25
2025-07-14 13F UMA Financial Services, Inc. 156 0,00 9 0,00
2025-07-22 13F Three Bridge Wealth Advisors, LLC 11.972 -18,22 667 -18,96
2025-08-06 13F Commonwealth Equity Services, Llc 151.129 -5,40 8 0,00
2025-04-29 13F Financial Network Wealth Management LLC 1.040 0
2025-07-14 13F Sowell Financial Services LLC 3.846 214
2025-08-14 13F Fort Point Capital Partners LLC 7.129 18,40 397 17,46
2025-07-29 13F Ariston Services Group 12.868 0,00 717 -0,97
2025-08-08 13F Client First Capital LLC 92.578 0,00 5.160 -0,96
2025-07-24 13F True Link Financial Advisors, LLC 11.810 -2,88 658 -3,80
2025-08-14 13F Susquehanna International Group, Llp 17.655 -92,82 984 -92,89
2025-07-24 13F Certus Wealth Management, LLC 142.019 -0,00 7.916 0,19
2025-07-14 13F Southland Equity Partners LLC 4.318 0,00 241 -1,23
2025-08-13 13F Renaissance Technologies Llc 151.300 692,15 8.433 685,20
2025-08-12 13F Coldstream Capital Management Inc 4.213 -51,25 235 -51,85
2025-07-29 13F Orin Green Financial, LLC 342.121 -6,53 19.070 -5,10
2025-08-12 13F BlackRock, Inc. 228.353 -10,21 12.728 -11,07
2025-08-14 13F UBS Group AG 577.630 -19,93 32.197 -20,70
2025-07-08 13F Boltwood Capital Management 10.650 -8,97 594 -9,88
2025-07-16 13F Instrumental Wealth, Llc 12.936 2,62 717 2,58
2025-08-11 13F Greykasell Wealth Strategies, Inc. 14.621 1,48 815 0,49
2025-07-25 13F One Degree Advisors Inc 15.632 1
2025-07-17 13F Moss Adams Wealth Advisors LLC 22.250 0,00 1.240 -0,96
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