Statistiche di base
Proprietari istituzionali | 224 total, 224 long only, 0 short only, 0 long/short - change of -11,07% MRQ |
Allocazione media del portafoglio | 0.0853 % - change of 11,87% MRQ |
Azioni istituzionali (Long) | 4.431.646 (ex 13D/G) - change of -0,34MM shares -7,11% MRQ |
Valore istituzionale (Long) | $ 431.168 USD ($1000) |
Proprietà istituzionale e azionisti
First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (US:FXH) ha 224 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 4,431,646 azioni. I maggiori azionisti includono Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, UBS Group AG, Rockport Wealth LLC, Vestmark Advisory Solutions, Inc., Goldman Sachs Group Inc, and Ameriprise Financial Inc .
(First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund (ARCA:FXH) 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 4, 2025 is 108,33 / share. Previously, on September 5, 2024, the share price was 111,30 / share. This represents a decline of 2,66% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Park Square Financial Group, LLC | 190 | 0,00 | 20 | 0,00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 302 | 0,00 | 31 | 0,00 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 57 | 0,00 | 6 | 0,00 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 7.088 | 0,04 | 735 | 0,14 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2.377 | -48,91 | 246 | -48,96 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 5.576 | -30,48 | 578 | -30,36 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2.941 | -7,60 | 305 | -7,60 | ||||
2025-08-12 | 13F | LPL Financial LLC | 308.278 | -7,99 | 31.962 | -7,92 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 5.204 | 0,00 | 540 | 0,00 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5.472 | 0,00 | 567 | 0,18 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 57 | 0,00 | 6 | 0,00 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 320 | 0,00 | 33 | 0,00 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 7.358 | -6,62 | 763 | -6,62 | ||||
2025-08-11 | 13F | Citigroup Inc | 943 | 396,32 | 98 | 410,53 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93.216 | -2,20 | 10 | 0,00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.282 | 0,00 | 133 | 0,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.245 | 0,18 | 233 | 0,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 40 | 11,11 | 4 | 33,33 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 5.163 | 0,00 | 535 | 0,19 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 520 | 0,00 | 54 | 0,00 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 20.779 | -5,99 | 2.154 | -5,90 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.040 | -7,73 | 212 | -8,26 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 151.419 | 15.699 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7.954 | -7,94 | 825 | -7,93 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.440 | -1,30 | 149 | -1,32 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 74.527 | -1,14 | 8 | 0,00 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.378 | -6,17 | 350 | -5,91 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 301 | -5,64 | 31 | 0,00 | ||||
2025-08-14 | 13F | Comerica Bank | 2.649 | -5,43 | 275 | -5,52 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 49.532 | -0,67 | 5.135 | -0,58 | ||||
2025-08-14 | 13F | Mariner, LLC | 2.175 | -10,64 | 225 | -10,71 | ||||
2025-08-04 | 13F | Atria Investments Llc | 4.230 | 16,27 | 439 | 16,49 | ||||
2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 3.312 | -6,36 | 343 | -6,28 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 120.819 | -2,54 | 12.527 | -2,46 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 121 | 163,04 | 13 | 200,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.897 | 64,29 | 404 | 64,90 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 200 | 0,00 | 21 | 0,00 | ||||
2025-07-31 | 13F | City State Bank | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 3.423 | -0,49 | 355 | -0,56 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60.192 | -6,93 | 6.243 | -6,86 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 40 | 0,00 | 4 | 0,00 | ||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 | 0,00 | 4 | 0,00 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 100 | 0,00 | 10 | 0,00 | ||||
2025-08-14 | 13F | Fmr Llc | 3.054 | -1,67 | 317 | -1,56 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 2 | 0,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 20.414 | 0,00 | 2.117 | 0,09 | ||||
2025-08-11 | 13F | SFI Advisors, LLC | 34.445 | -4,88 | 3.571 | -4,80 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 1.090 | 0,00 | 113 | 0,89 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 2.917 | -0,03 | 303 | 0,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 526 | 62,85 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 1.438 | 150 | ||||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2.740 | 0,00 | 284 | 0,35 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 5.521 | 0,00 | 572 | 0,18 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.865 | 55,42 | 193 | 55,65 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1.383 | -30,54 | 143 | -30,58 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 6.180 | 0,00 | 641 | 0,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 839 | 1,08 | 87 | 1,18 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7.916 | -7,05 | 810 | -3,69 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3.679 | -12,45 | 381 | -12,41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 5.815 | -80,35 | 603 | -80,37 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4.751 | 0,00 | 493 | 0,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.009.987 | -8,60 | 104.716 | -8,53 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 13.479 | 10.268,46 | 0 | -100,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 7.372 | -0,62 | 764 | -0,52 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7.396 | -33,01 | 767 | -32,98 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.292 | 0,00 | 134 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21.283 | -17,74 | 2.207 | -17,69 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 349 | 0,00 | 36 | 0,00 | ||||
2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2.000 | 0,00 | 207 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 2.482 | -3,65 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 2.416 | -9,72 | 250 | -9,75 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47.006 | 4,24 | 5 | 0,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 175 | 0,00 | 18 | 0,00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 7.000 | 0,00 | 726 | 0,00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 3.810 | -4,27 | 395 | -4,13 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 10.895 | -2,20 | 1.130 | -2,17 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2.833 | 0,04 | 294 | 0,00 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 9.099 | -0,96 | 943 | -0,84 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 54.803 | -14,52 | 5.682 | -14,47 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.724 | 6,66 | 697 | 6,74 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3.660 | 0,03 | 379 | 0,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5.247 | 3,35 | 544 | 3,62 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 4.624 | 0,00 | 479 | 0,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 10.123 | -45,98 | 1 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6.143 | -9,13 | 637 | -9,14 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 9.286 | 0,69 | 963 | 0,73 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 828 | 3,24 | 86 | 3,61 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 32.875 | 44,52 | 3.408 | 44,65 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 357 | 0,00 | 37 | 2,78 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 15.079 | 0,00 | 1.563 | 0,06 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 4.383 | 0,00 | 454 | 0,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4.949 | 0,02 | 513 | 0,20 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2.466 | -21,24 | 256 | -21,30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.191 | 8,48 | 1.471 | 8,56 | ||||
2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 1.960 | 15,57 | 203 | 21,56 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 34 | 0,00 | 4 | 0,00 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 175 | 0,00 | 18 | 0,00 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 6.309 | 2,80 | 654 | 2,99 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3.290 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.069 | 129,48 | 940 | 129,83 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 161 | 0,00 | 17 | 0,00 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13.473 | 433,58 | 1.397 | 434,87 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 223 | -28,75 | 23 | -28,12 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9.452 | -3,27 | 980 | -3,16 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.892 | -17,00 | 1.751 | -16,94 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 97 | 0,00 | 10 | 0,00 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 416 | -0,24 | 43 | 0,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 165 | 0,00 | 17 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 41.658 | 323,74 | 4.319 | 324,26 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 10.885 | -6,36 | 1.129 | -6,31 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 601 | 49,88 | 62 | 51,22 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 353 | 37 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.139 | -4,10 | 429 | -3,60 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 720 | -26,61 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 4.378 | -76,38 | 454 | -76,39 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 0,00 | 7 | 0,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 30.990 | 570,78 | 3.213 | 572,18 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 326 | 0,00 | 34 | 0,00 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 50 | 0,00 | 5 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | -50,00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 450 | 0,00 | 47 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 8.382 | -32,98 | 869 | -32,90 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 14.377 | -2,12 | 1.491 | -2,04 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 802 | 0,12 | 83 | 0,00 | ||||
2025-08-08 | 13F | Creative Planning | 4.409 | -4,92 | 457 | -4,79 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 8.260 | -1,90 | 856 | -1,83 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3.979 | 9,31 | 413 | 9,28 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 258.181 | -6,00 | 26.768 | -5,92 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6.135 | -5,44 | 636 | -5,36 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.728 | 0,00 | 490 | 0,20 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 59.735 | -62,95 | 6.193 | -62,92 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 4.734 | -0,19 | 491 | -0,20 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 680 | 0,00 | 71 | 11,11 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 13.298 | -15,20 | 1.379 | -15,15 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 5.675 | 0,05 | 588 | 0,17 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14.597 | -0,94 | 1.513 | -0,85 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2.417 | 251 | ||||||
2025-08-14 | 13F | UBS Group AG | 165.401 | -3,97 | 17.149 | -3,90 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 2.406 | -3,95 | 249 | -3,86 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 4.300 | 0,00 | 0 | |||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 5.769 | 0,00 | 598 | 0,17 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3.014 | -13,64 | 313 | -13,57 | ||||
2025-07-18 | 13F | Truist Financial Corp | 20.236 | -5,25 | 2.098 | -5,15 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6.942 | -4,29 | 721 | -4,26 | ||||
2025-04-29 | 13F | Hm Payson & Co | 125 | 0,00 | 13 | -7,69 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 575 | -2,38 | 60 | -3,28 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 367.188 | -25,43 | 38.070 | -25,38 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-04-08 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5.472 | -0,76 | 567 | -0,70 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2.544 | 0,00 | 264 | -1,50 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4.204 | 59,12 | 434 | 59,56 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 469 | 0,00 | 0 | |||||
2025-07-31 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 7.099 | -8,44 | 736 | -8,47 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.125 | 0,00 | 117 | 0,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 218 | 0,00 | 23 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.669 | -1,82 | 380 | -1,81 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 124.184 | 109,52 | 12.875 | 109,69 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 254.954 | -5,52 | 26.434 | -5,45 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3.260 | 0,06 | 338 | 0,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 2.857 | -28,09 | 296 | -28,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11.929 | -2,02 | 1.231 | -2,46 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 153 | 16 | ||||||
2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 5.759 | -44,33 | 597 | -44,26 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 13.176 | -2,95 | 1.366 | -2,84 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0,00 | 10 | 0,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 45 | -35,71 | 5 | -42,86 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 58.881 | -2,93 | 6.105 | -2,83 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 | 0,00 | 2 | 0,00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 3.278 | -30,70 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 33.715 | 6,63 | 3.496 | 6,72 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 216 | 0,00 | 22 | 0,00 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2.968 | -21,75 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3.273 | 9,87 | 339 | 10,06 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 210 | 0,00 | 22 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 401 | 17,94 | 42 | 17,14 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.234 | -5,95 | 128 | -5,93 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1.406 | 0,00 | 146 | 0,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 6.715 | -0,22 | 696 | -0,14 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 6.358 | 0,02 | 659 | 0,15 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 35.274 | -3,11 | 3.657 | -3,02 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 16.944 | 81,74 | 1.757 | 83,30 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28.198 | -0,28 | 2.924 | -0,20 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2.445 | -5,31 | 253 | -4,53 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 176 | 0,00 | 18 | 0,00 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 50 | 0,00 | 5 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 32.877 | 7,21 | 3.409 | 7,30 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 587 | -26,99 | 61 | -27,71 | ||||
2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 101.161 | -20,71 | 10.482 | -20,71 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.764 | -8,33 | 285 | -8,65 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5.528 | -0,52 | 573 | -0,35 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 4.383 | 0,00 | 454 | 0,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 162 | -41,94 | 17 | -42,86 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | RMG Wealth Management LLC | 677 | 68 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 6.127 | 0,00 | 635 | 0,16 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 935 | 0,00 | 0 | |||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1.648 | 171 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 694 | 0,00 | 72 | 0,00 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 33.277 | -23,63 | 3.450 | -23,55 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 4.183 | -9,97 | 434 | -9,98 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 5.697 | -5,68 | 591 | -5,60 | ||||
2025-08-11 | 13F | Tidemark, LLC | 952 | -0,63 | 99 | -1,01 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 32 | 0,00 | 3 | 0,00 | ||||
2025-08-07 | 13F | PFG Advisors | 2.168 | -34,93 | 225 | -35,07 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1.757 | 182 | ||||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 450 | 0,00 | 47 | 0,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4.068 | -18,20 | 422 | -18,57 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 846 | 1.822,73 | 87 | 2.075,00 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 133 | 0,00 | 14 | 0,00 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 14.938 | 0,00 | 1.549 | 0,06 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | 6 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 4.050 | 0,00 | 420 | 0,00 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0,00 | 20 | 0,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 306 | 0,00 | 32 | 0,00 | ||||
2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14.723 | 9,93 | 2 | 0,00 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2.342 | 0,00 | 242 | 3,42 | ||||
2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 61 | 0,00 | 6 | 0,00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.111 | 114 | ||||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 547 | 0,00 | 57 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 934 | 97 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 152 | -66,00 | 16 | -67,39 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 | 0,00 | 3 | 0,00 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 2.566 | 0,00 | 266 | 0,38 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2.442 | -56,56 | 253 | -56,53 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 |
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