DBMF - Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
US ˙ ARCA ˙ US56170L8283

Statistiche di base
Proprietari istituzionali 192 total, 192 long only, 0 short only, 0 long/short - change of -1,54% MRQ
Allocazione media del portafoglio 0.6513 % - change of -4,25% MRQ
Azioni istituzionali (Long) 32.923.553 (ex 13D/G) - change of -2,19MM shares -6,24% MRQ
Valore istituzionale (Long) $ 816.341 USD ($1000)
Proprietà istituzionale e azionisti

Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF (US:DBMF) ha 192 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 32,923,553 azioni. I maggiori azionisti includono LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, Goldstein Advisors, LLC, Litman Gregory Asset Management LLC, Cardinal Point Capital Management, ULC, RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF, Savant Capital, LLC, and Resources Investment Advisors, LLC. .

(Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF (ARCA:DBMF) 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 26,37 / share. Previously, on September 9, 2024, the share price was 27,71 / share. This represents a decline of 4,84% over that period.

DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy 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.

DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF Historical Put/Call Ratio
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-11 13F Trajan Wealth LLC 25.272 -15,53 650 -13,91
2025-08-04 13F IFG Advisory, LLC 62.396 23,82 1.605 26,18
2025-07-16 13F Castleview Partners, Llc 49.055 225,84 1.262 232,11
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2025-05-08 13F Altiora Financial Group, LLC 0 -100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2025-07-30 13F Drive Wealth Management, Llc 0 -100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 2.621 0,00 67 4,69
2025-08-05 13F Elyxium Wealth, LLC 53.320 86,81 1.372 90,42
2025-07-10 13F Focus Financial Network, Inc. 9.440 12,15 243 14,15
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-07-29 13F Private Trust Co Na 14.709 3,63 378 5,59
2025-08-18 13F N.E.W. Advisory Services LLC 32 0,00 1
2025-08-13 13F Cambria Investment Management, L.P. 266.136 6.848
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18.786 -8,09 475 -11,24
2025-07-28 13F Innova Wealth Partners 78.643 158,81 2.023 163,75
2025-08-14 13F Wells Fargo & Company/mn 385.626 -1,47 9.922 0,36
2025-07-09 13F Fermata Advisors, LLC 131.305 16,23 3.378 18,40
2025-08-14 13F GWM Advisors LLC 75.884 35,22 1.953 37,76
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-07-25 13F We Are One Seven, LLC 12.629 -1,44 325 0,31
2025-08-05 13F ALM First Financial Advisors, LLC 472.305 0,00 12.152 1,86
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 104.896 9,97 2.699 12,00
2025-06-24 NP TNMAX - 1290 Multi-Alternative Strategies Fund Class A 88.890 16,71 2.245 11,41
2025-08-01 13F Solstein Capital, LLC 35 0,00 1
2025-08-14 13F Citadel Advisors Llc Call 18.200 -21,21 468 -19,73
2025-08-14 13F Visionary Wealth Advisors 43.441 -14,51 1.118 -12,94
2025-04-22 13F FMA Wealth Management, LLC 0 -100,00 0 -100,00
2025-08-15 13F Harvest Fund Management Co., Ltd 1.053 0,00 0
2025-08-08 13F Austin Wealth Management, LLC 559.759 23,93 14.335 25,31
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 34.466 -58,36 888 -57,51
2025-07-10 13F Rockland Trust Co 293.140 7.542
2025-08-11 13F HighTower Advisors, LLC 0 -100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 362.965 42,58 9.339 45,24
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 1.896.185 -3,93 48.789 -2,14
2025-08-14 13F Pinnacle Family Advisors, LLC 17.684 5,51 455 7,57
2025-08-08 13F Meridian Wealth Management, LLC 14.258 -31,73 367 -30,55
2025-07-30 NP ENDW - Cambria Endowment Style ETF 94.873 2.393
2025-07-09 13F Burt Wealth Advisors 21.460 80,32 552 84,00
2025-08-15 13F Equitable Holdings, Inc. 171.614 2,51 4.416 4,42
2025-08-14 13F Mariner, LLC 57.195 -2,86 1.472 -1,08
2025-07-14 13F Matrix Trust Co 40.746 -2,12 1 0,00
2025-05-14 13F Atomi Financial Group, Inc. 0 -100,00 0
2025-08-14 13F Principia Wealth Advisory, LLC 200.450 -5,96 5.157 -3,61
2025-08-08 13F Avantax Advisory Services, Inc. 0 -100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 11.846 305
2025-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Stansberry Asset Management, Llc 116.648 -2,25 3.001 -0,43
2025-08-08 13F Cetera Investment Advisers 199.414 25,73 5.131 28,06
2025-08-06 13F New Millennium Group LLC 1 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 569 -38,82 14 -41,67
2025-07-25 13F R. W. Roge & Company, Inc. 71.213 2
2025-08-13 13F GeoWealth Management, LLC 12.985 0,64 334 2,77
2025-08-07 13F Howard Bailey Securities, Llc 52.383 -2,10 1.348 -0,30
2025-08-12 13F SRS Capital Advisors, Inc. 490 0,62 13 0,00
2025-08-13 13F West Chester Capital Advisors, Inc 0 -100,00 0
2025-06-27 NP TRTY - Cambria Trinity ETF 171.263 4.326
2025-07-25 13F Northwest Capital Management Inc 492 14,95 13 20,00
2025-08-07 13F Vise Technologies, Inc. 0 -100,00 0
2025-07-03 13F City Center Advisors, LLC 35.289 -2,47 908 -0,77
2025-07-08 13F Zrc Wealth Management, Llc 2.290 0,00 59 1,75
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 42.840 1,73 1.102 3,67
2025-08-06 13F Ethos Financial Group, LLC 13.107 -37,65 335 -38,76
2025-08-11 13F Citigroup Inc 5.433 -45,36 140 -44,62
2025-08-11 13F Empowered Funds, LLC 94.873 2.441
2025-08-12 13F Global Retirement Partners, LLC 25.841 5.088,96 665 5.007,69
2025-05-14 13F Legend Financial Advisors, Inc. 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 0 -100,00 0
2025-07-15 13F Family Investment Center, Inc. 26.591 -92,49 684 -92,35
2025-08-12 13F LPL Financial LLC 5.156.988 5,09 132.689 7,04
2025-08-13 13F Renaissance Technologies Llc 176.400 356,99 4.539 365,44
2025-08-14 13F Royal Bank Of Canada 64.115 32,37 1.650 34,91
2025-08-15 13F WFA of San Diego, LLC 136 -80,26 3 -84,21
2025-08-11 13F Private Advisor Group, LLC 400.560 -6,72 10.306 -4,98
2025-08-13 13F Virtue Capital Management, LLC 0 -100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 25.821 -1,45 664 0,45
2025-07-10 13F Exchange Traded Concepts, Llc 27.384 1,36 705 3,23
2025-07-23 13F Valmark Advisers, Inc. 475.069 -3,99 12.224 -2,21
2025-08-14 13F Raymond James Financial Inc 1.285.564 54,95 33.078 57,83
2025-07-16 13F ORG Partners LLC 14.785 7,01 381 8,88
2025-07-18 13F Midwest Financial Group LLC 71.699 4,46 1.845 6,41
2025-08-08 13F Creative Planning 17.424 -9,37 448 -7,63
2025-08-01 13F Bessemer Group Inc 92 0,00 0
2025-07-24 13F IFP Advisors, Inc 1.655 -14,87 43 -14,29
2025-08-05 13F Tsfg, Llc 108 0,93 0
2025-05-02 13F Fortress Wealth Group, LLC 0 -100,00 0 -100,00
2025-08-14 13F UBS Group AG 6.000 -26,95 154 -25,60
2025-07-28 13F Fairman Group, LLC 75.079 -12,96 1.932 -9,34
2025-07-24 13F Live Oak Investment Partners 115.778 0,01 2.979 1,85
2025-07-18 13F Astor Investment Management LLC 177.689 -3,82 4.572 -2,04
2025-05-02 13F Parcion Private Wealth LLC 0 -100,00 0
2025-08-05 13F Bank of New York Mellon Corp 9.212 -3,94 237 -2,07
2025-08-14 13F Hrt Financial Lp 26.999 1
2025-07-29 13F Signature Estate & Investment Advisors Llc 0 -100,00 0
2025-08-13 13F Truvestments Capital Llc 0 -100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 97.613 334,24 2.512 342,86
2025-07-30 13F Strategic Blueprint, LLC 0 -100,00 0
2025-08-13 13F Transce3nd, LLC 1.686 -0,35 43 2,38
2025-08-13 13F Legacy Capital Wealth Partners, LLC 0 -100,00 0
2025-08-06 13F Entrewealth, Llc 90.668 8,40 2.333 10,42
2025-08-07 13F Nwam Llc 31.991 19,32 820 20,97
2025-07-11 13F Deane Retirement Strategies, Inc. 217.648 31.171,26 5.600 32.835,29
2025-08-11 13F Principal Securities, Inc. 2.495 596,93 64 611,11
2025-07-31 13F West Michigan Advisors, Llc 14.128 57,34 366 61,50
2025-08-11 13F Perennial Investment Advisors, LLC 44.928 73,47 1.156 76,76
2025-08-18 13F/A National Bank Of Canada /fi/ 37.316 2,39 960 4,24
2025-07-17 13F Fifth Third Securities, Inc. 8.873 -9,54 228 -7,69
2025-07-23 13F TriaGen Wealth Management LLC 88.500 11,88 2.277 13,96
2025-08-12 13F Change Path, LLC 13.392 9,73 345 11,69
2025-07-25 13F Cwm, Llc 194.372 -93,01 5 -92,86
2025-07-18 13F Truist Financial Corp 0 -100,00 0
2025-08-13 13F Flow Traders U.s. Llc 29.355 1
2025-07-03 13F Garde Capital, Inc. 100 3
2025-08-14 13F Css Llc/il 205.764 2,02 5.294 3,93
2025-07-31 13F Longview Financial Advisors, Inc. 134.819 -8,76 3.469 -7,07
2025-07-14 13F Legacy Capital Group California, Inc. 45.872 2,62 1.180 4,52
2025-09-04 13F/A Advisor Group Holdings, Inc. 39.125 75,22 1.007 78,37
2025-06-02 13F/A Modern Wealth Management, LLC 8.541 0,31 216 -3,15
2025-07-16 13F ORG Wealth Partners, LLC 27.880 7,11 718 8,97
2025-08-14 13F Sunbelt Securities, Inc. 64 0,00 2 0,00
2025-05-15 13F Advisory Services Network, LLC 0 -100,00 0
2025-08-13 13F Manning & Napier Advisors Llc 888 23
2025-07-11 13F Mkd Wealth Coaches, Llc 92.434 0,01 2.378 1,89
2025-07-14 13F Ai Financial Services Llc 222.129 2,48 5.715 4,40
2025-08-14 13F Comerica Bank 24.850 19,27 639 21,48
2025-07-15 13F Verum Partners LLC 8.899 -49,45 229 -48,65
2025-08-15 13F Kestra Advisory Services, LLC 15.860 -22,94 408 -21,39
2025-07-14 13F E&G Advisors, LP 72.782 -3,45 1.873 -1,68
2025-07-29 13F Sage Private Wealth Group, Llc 460.951 9,99 11.860 12,03
2025-05-08 13F Moors & Cabot, Inc. 0 -100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 50 0,00 1 0,00
2025-08-14 13F Mml Investors Services, Llc 66.849 4,70 2 0,00
2025-05-12 13F Simplex Trading, Llc 0 -100,00 0
2025-08-14 13F Toroso Investments, LLC 339.077 140,72 8.724 145,19
2025-07-23 13F Citizens National Bank Trust Department 0 -100,00 0
2025-08-05 13F Retirement Financial Solutions, Llc 12.465 -12,35 321 -10,86
2025-08-15 13F Morgan Stanley 2.680.823 13,59 68.978 15,70
2025-08-05 13F Optivise Advisory Services LLC 69.008 1,78 1.776 3,68
2025-07-28 13F Smart Portfolios, LLC 31.336 25,78 806 28,14
2025-04-23 13F PMV Capital Advisers, LLC 0 -100,00 0
2025-08-04 13F Savvy Advisors, Inc. 48.641 25,96 1.252 28,31
2025-04-22 13F World Equity Group, Inc. 0 -100,00 0
2025-08-01 13F Envestnet Asset Management Inc 633.318 6,89 16.295 8,89
2025-08-29 NP RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 958.053 218,89 24.651 224,81
2025-07-24 13F Stonebridge Financial Group, LLC 31.508 940,21 811 965,79
2025-08-14 13F Federation des caisses Desjardins du Quebec 1.201 0,00 31 0,00
2025-07-18 13F Trilogy Capital Inc. 24.044 14,35 619 16,38
2025-08-11 13F Advisor Resource Council 9.053 -96,69 233 -96,53
2025-08-14 13F Ancora Advisors, LLC 0 -100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 10.527 271
2025-08-07 13F Resources Investment Advisors, LLC. 689.223 -1,08 17.734 0,76
2025-08-12 13F Integrated Advisors Network LLC 9.900 -40,04 255 -39,09
2025-08-12 13F Proequities, Inc. 0 0
2025-04-25 13F Mather Group, Llc. 0 -100,00 0
2025-08-29 13F Centaurus Financial, Inc. 10.785 0
2025-08-05 13F Scarborough Advisors, LLC 113.140 -6,43 2.911 -4,68
2025-08-01 13F New York Life Investment Management Llc 474.820 19,04 12.217 21,26
2025-08-13 13F Empire Financial Management Company, LLC 204.996 -0,32 5.275 1,54
2025-07-23 13F Columbus Macro, LLC 36.690 944
2025-08-14 13F Integrated Wealth Concepts LLC 28.097 5,26 723 7,12
2025-08-13 13F IAG Wealth Partners, LLC 414.567 19,85 10.667 22,08
2025-07-07 13F Upper Left Wealth Management, LLC 181.056 19,21 4.659 21,43
2025-08-06 13F Commonwealth Equity Services, Llc 498.815 -25,63 13 -25,00
2025-07-22 13F Merit Financial Group, LLC 36.954 951
2025-07-23 13F Litman Gregory Asset Management LLC 1.166.894 -1,13 30.024 0,71
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 585.899 3,96 15.075 5,89
2025-08-04 13F Atria Investments Llc 115.102 -4,19 2.962 -2,41
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-04-15 13F Kozak & Associates, Inc. 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 6.930 -7,23 178 -5,32
2025-07-16 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 196.550 -6,71 5 0,00
2025-08-14 13F Aqr Capital Management Llc 18.673 -14,18 480 -12,57
2025-08-14 13F Susquehanna International Group, Llp 20.938 -38,82 539 -37,73
2025-08-06 13F Wedbush Securities Inc 18.949 3,27 0
2025-07-15 13F Cranbrook Wealth Management, LLC 0 -100,00 0
2025-07-21 13F Rainey & Randall Investment Management Inc. 63.699 -80,25 1.639 -79,89
2025-08-12 13F Steward Partners Investment Advisory, Llc 18.927 -7,45 487 -5,81
2025-07-16 13F Perigon Wealth Management, LLC 8.351 -5,77 215 -4,04
2025-08-11 13F Lake Street Financial Llc 12.904 -43,17 332 -42,06
2025-07-22 13F Simplicity Wealth,LLC 28.924 744
2025-07-10 13F Professional Financial Advisors, LLC 179.591 8,41 4.621 10,42
2025-07-17 13F Sterneck Capital Management, LLC 44.052 1,69 1.133 3,56
2025-07-31 13F Brighton Jones Llc 10.321 4,81 266 6,85
2025-07-28 13F Naviter Wealth, LLC 0 -100,00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 11.620 0,00 299 1,71
2025-08-14 13F/A Rockefeller Capital Management L.P. 24.552 0,00 632 1,77
2025-08-14 13F L2 Asset Management, LLC 9.574 246
2025-07-21 13F Greenwood Capital Associates Llc 16.874 24,03 434 26,53
2025-08-14 13F Stifel Financial Corp 60.221 33,02 1.550 35,52
2025-08-14 13F Two Sigma Securities, Llc 10.342 266
2025-07-17 13F Raleigh Capital Management Inc. 3.601 -8,95 93 -7,07
2025-06-30 NP ASTIX - Astor Dynamic Allocation Fund Class I shares 79.365 0,00 2.005 -4,57
2025-07-25 13F Concurrent Investment Advisors, LLC 20.387 46,69 525 49,29
2025-08-13 13F Avestar Capital, LLC 156.034 8,03 4.015 10,03
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-04-28 13F DAVENPORT & Co LLC 0 -100,00 0
2025-07-31 13F Leelyn Smith, LLC 259.877 2,61 6.687 4,52
2025-08-12 13F Financial Advocates Investment Management 18.891 6,61 486 8,72
2025-08-14 13F CoreCap Advisors, LLC 129.462 3,31 3.331 5,24
2025-08-13 13F Cerity Partners LLC 30.905 0,31 795 2,19
2025-08-14 13F Capitolis Liquid Global Markets LLC 149.300 -18,01 3.841 -16,48
2025-08-13 13F Proactive Wealth Strategies LLC 19.545 -9,45 1
2025-08-06 13F AE Wealth Management LLC 25.986 21,54 669 23,70
2025-07-15 13F Genesis Wealth Advisors, LLC 10.189 0,00 262 1,95
2025-07-01 13F Burkett Financial Services, Llc 0 -100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 21 0,00 1
2025-08-27 13F/A Brinker Capital Investments, LLC 18.342 -2,36 472 -0,63
2025-07-11 13F Farther Finance Advisors, LLC 107.476 -37,84 2.765 -36,80
2025-05-09 13F Sound Financial Strategies Group, LLC 0 -100,00 0
2025-07-21 13F Ashton Thomas Securities, Llc 133.968 3.447
2025-07-29 13F Goldstein Advisors, LLC 1.180.035 -1,99 30.362 -0,17
2025-08-12 13F Jpmorgan Chase & Co 248.279 3,75 6.388 5,67
2025-04-28 13F Rossby Financial, LCC 0 0
2025-08-05 13F Bank Of Montreal /can/ 22.324 -0,49 574 1,41
2025-07-25 13F RHS Financial, LLC 50.250 -5,47 1.293 -3,73
2025-07-24 13F Eastern Bank 0 -100,00 0
2025-07-15 13F Fortitude Family Office, LLC 339.371 9,16 8.732 11,21
2025-08-13 13F Baird Financial Group, Inc. 171.235 -2,68 4.406 -0,88
2025-07-24 13F Us Bancorp \de\ 360 -50,14 9 -50,00
2025-08-14 13F Hilltop Holdings Inc. 76.306 0,39 1.963 2,29
2025-07-28 13F Harbour Investments, Inc. 8.933 8,48 230 10,10
2025-08-15 13F Captrust Financial Advisors 81.817 -18,50 2.105 -16,96
2025-07-31 13F Oppenheimer & Co Inc 0 -100,00 0
2025-08-13 13F Johnson Financial Group, Inc. 164 4
2025-06-26 NP FARX - Frontier Asset Absolute Return ETF 27.016 -6,38 682 -10,62
2025-08-06 13F Savant Capital, LLC 704.535 54,00 18.128 56,86
2025-07-11 13F UMA Financial Services, Inc. 0 -100,00 0
2025-06-25 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 353.804 17,72 8.937 12,34
2025-08-11 13F Inspire Advisors, LLC 8.032 207
2025-07-16 13F Twelve Points Wealth Management LLC 66.857 0,09 1.720 1,96
2025-04-15 13F Reuter James Wealth Management, Llc 0 -100,00 0
2025-08-12 13F Frontier Asset Management, LLC 65.772 -48,94 1.692 -47,99
2025-08-12 13F MAI Capital Management 40.749 -13,70 1.048 -12,08
2025-05-23 13F SWAN Capital LLC 0 -100,00 0
2025-07-31 13F Cardinal Point Capital Management, ULC 1.084.995 -0,26 27.917 1,59
2025-08-08 13F Advyzon Investment Management, LLC 10.994 4,32 283 6,02
2025-08-14 13F Family Office Research LLC 32.487 29,58 836 31,91
2025-08-04 13F Creekmur Asset Management LLC 426 9,79 11 11,11
2025-08-14 13F Bank Of America Corp /de/ 33.263 3,99 856 5,95
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