JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
US ˙ ARCA ˙ US47804J2069

Statistiche di base
Proprietari istituzionali 251 total, 251 long only, 0 short only, 0 long/short - change of 0,40% MRQ
Allocazione media del portafoglio 0.4730 % - change of -10,99% MRQ
Azioni istituzionali (Long) 48.759.114 (ex 13D/G) - change of -1,50MM shares -2,98% MRQ
Valore istituzionale (Long) $ 2.833.802 USD ($1000)
Proprietà istituzionale e azionisti

John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF (US:JHMM) ha 251 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 48,759,114 azioni. I maggiori azionisti includono Ameriprise Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Manufacturers Life Insurance Company, The, Morgan Stanley, Raymond James Financial Inc, UBS Group AG, JAIZX - Managed Volatility Growth Portfolio NAV, Commonwealth Equity Services, Llc, and Northwestern Mutual Wealth Management Co .

(John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF (ARCA:JHMM) 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 64,50 / share. Previously, on September 6, 2024, the share price was 56,50 / share. This represents an increase of 14,16% over that period.

JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap 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.

JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap 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
(%)
2025-07-08 13F Choice Wealth Advisors, LLC 198.734 -0,37 12.149 6,29
2025-07-29 13F Chicago Partners Investment Group LLC 60.643 10,24 3.824 21,63
2025-07-25 13F Sovereign Financial Group, Inc. 13.481 0,00 824 6,74
2025-08-12 13F/A Cozad Asset Management Inc 8.860 0,00 542 6,71
2025-08-14 13F Manufacturers Life Insurance Company, The 3.163.181 -4,63 193.365 1,74
2025-08-06 13F Vantage Financial Partners, LLC 13.665 0,79 835 7,60
2025-08-14 13F Comerica Bank 23.288 -26,51 1.424 -21,60
2025-07-21 13F Synergy Financial Management, LLC 6.256 0,00 382 6,70
2025-08-07 13F Rossmore Private Capital 15.421 0,00 943 6,68
2025-07-14 13F Farmers & Merchants Investments Inc 105 0,00 6 0,00
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-07-23 13F Indiana Trust & Investment Management CO 0 -100,00 0
2025-08-19 13F Anchor Investment Management, LLC 385 0,00 24 4,55
2025-07-23 13F SpringVest Wealth Management LLC 21.379 -15,85 1.307 -10,24
2025-08-12 13F AlphaCore Capital LLC 83.280 -0,12 5.091 6,55
2025-07-28 13F Private Wealth Asset Management, LLC 1.143 7,12 70 13,11
2025-07-17 13F Coastline Trust Co 9.929 0,00 607 6,69
2025-07-18 13F Truist Financial Corp 48.117 -85,93 2.941 -84,99
2025-08-14 13F Royal Bank Of Canada 1.497.555 0,96 91.546 7,71
2025-08-08 13F Intrua Financial, LLC 0 -100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 346 0,00 21 10,53
2025-08-04 13F Arkadios Wealth Advisors 48.786 4,21 2.982 11,19
2025-08-08 13F Larson Financial Group LLC 73.708 -73,74 4.506 -71,99
2025-07-14 13F Bank & Trust Co 1.188 0,00 73 5,88
2025-08-14 13F Benjamin Edwards Inc 18.800 11,90 1.149 19,44
2025-08-29 13F Evolution Wealth Management Inc. 1.000 61
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 12.521 -1,11 762 5,69
2025-08-14 13F Bank Of America Corp /de/ 938.551 2,75 57.374 9,62
2025-08-14 13F Paragon Private Wealth Management, LLC 33.872 -7,35 2.071 -1,15
2025-08-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0
2025-08-14 13F Synovus Financial Corp 253.345 -3,79 15.493 2,68
2025-07-09 13F WealthCare Investment Partners, LLC 0 -100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 3.722 228
2025-08-01 13F Envestnet Asset Management Inc 344.941 -44,34 21.086 -40,62
2025-07-15 13F Avaii Wealth Management, Llc 21.411 -2,40 1.309 4,06
2025-08-06 13F 360 Financial, Inc. 5.206 0,00 318 6,71
2025-08-05 13F Gilbert & Cook, Inc. 927.280 7,87 56.685 15,08
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100,00 0
2025-08-04 13F Assetmark, Inc 7.697 -5,63 471 0,64
2025-07-07 13F Investors Research Corp 536 0,00 33 6,67
2025-08-08 13F Kingsview Wealth Management, LLC 45.175 35,50 2.762 44,55
2025-08-14 13F TCG Advisory Services, LLC 0 -100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 660 -55,44 40 -52,38
2025-08-13 13F Jones Financial Companies Lllp 1.112.603 39,69 67.724 49,30
2025-05-14 13F WCG Wealth Advisors LLC 0 -100,00 0
2025-08-05 13F Westside Investment Management, Inc. 107 0,00 7 0,00
2025-07-08 13F Baker Ellis Asset Management LLC 205.511 -1,46 12.563 5,12
2025-07-30 13F/A KPP Advisory Services LLC 266.086 10,89 16.266 18,31
2025-08-12 13F Jpmorgan Chase & Co 52.814 16,90 3.229 24,73
2025-07-30 13F D.a. Davidson & Co. 32.850 -3,74 2.008 2,71
2025-08-11 13F Forge Financial Services LLC 95.417 2,15 5.841 9,12
2025-07-31 13F/A Interchange Capital Partners, LLC 34.617 16,13 2.116 23,89
2025-07-22 13F Chung Wu Investment Group, LLC 366 22
2025-08-06 13F Hoxton Planning & Management, LLC 3.748 0,00 229 7,01
2025-08-05 13F Frederick Financial Consultants, LLC 54.862 7,01 3.354 14,16
2025-05-02 13F Transcendent Capital Group LLC 0 -100,00 0
2025-07-16 13F BankPlus Wealth Management LLC 27.146 8,87 1.659 16,18
2025-07-22 13F DAVENPORT & Co LLC 42.577 16,23 2.603 24,02
2025-07-23 13F Bellevue Asset Management, Llc 729 0,00 45 7,32
2025-07-15 13F Fifth Third Bancorp 1.525 0,00 93 6,90
2025-08-11 13F Private Advisor Group, LLC 1.075.550 -4,48 65.748 1,90
2025-08-13 13F Cresset Asset Management, LLC 4.876 0,00 298 6,81
2025-08-14 13F Keystone Financial Services, LLC 43.635 -2,73 2.667 3,77
2025-08-11 13F Principal Securities, Inc. 1.300 0,00 79 2,60
2025-08-15 13F Tower Research Capital LLC (TRC) 12.233 -8,80 748 -2,73
2025-08-05 13F Atlas Wealth LLC 59.467 -9,28 3.669 -2,34
2025-07-16 13F Stephenson National Bank & Trust 466 13,11 28 21,74
2025-07-30 13F Crewe Advisors LLC 965 0,00 59 5,45
2025-08-13 13F Renaissance Technologies Llc 20.600 -5,19 1.259 1,21
2025-07-22 13F Simplicity Wealth,LLC 69.144 289,74 4.227 315,94
2025-08-29 NP JAIYX - Managed Volatility Balanced Portfolio NAV 1.039.862 -3,63 63.567 2,81
2025-07-30 13F Eqis Capital Management, Inc. 56.994 -5,69 3.484 0,64
2025-08-13 13F MONECO Advisors, LLC 26.422 0,09 1.615 6,81
2025-08-12 13F Private Management Group Inc 3.404 208
2025-08-14 13F Citadel Advisors Llc 28.433 196,05 1.738 216,00
2025-07-24 13F Capital Advisors, Ltd. LLC 57.885 0,01 4 0,00
2025-05-02 13F Graypoint LLC 0 -100,00 0 -100,00
2025-08-14 13F Goodwin Investment Advisory 7.154 437
2025-08-05 13F Sigma Planning Corp 4.362 267
2025-08-08 13F Good Life Advisors, LLC 35.267 -25,20 2.156 -20,21
2025-09-04 13F/A Advisor Group Holdings, Inc. 245.736 -2,60 15.025 3,91
2025-08-14 13F Fwl Investment Management, Llc 0 -100,00 0
2025-07-18 13F Foundry Financial Group, Inc. 5.451 -94,17 333 -93,78
2025-08-14 13F Mercer Global Advisors Inc /adv 20.730 3,41 1.267 10,37
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100,00 0
2025-08-11 13F WPG Advisers, LLC 58.047 -2,97 3.548 3,53
2025-07-25 13F Priebe Wealth Holdings LLC 3.353 205
2025-08-08 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 30.834 34,00 1.885 42,94
2025-08-14 13F Visionary Wealth Advisors 8.770 31,70 536 40,68
2025-08-14 13F Graney & King, LLC 65.944 9,35 4.031 16,67
2025-07-15 13F Signet Financial Management, Llc 5.891 -29,77 360 -25,00
2025-07-29 13F Liberty Square Wealth Partners Llc 18.013 -3,28 1.101 3,19
2025-08-12 13F Weaver Consulting Group 5.828 0,00 356 6,91
2025-08-15 13F Captrust Financial Advisors 94.785 -3,93 5.794 2,49
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-07-25 13F Cwm, Llc 7.666 1,78 0
2025-08-06 13F Golden State Wealth Management, LLC 391 -34,06 24 -30,30
2025-07-15 13F Financial Management Professionals, Inc. 870.301 4,73 53.200 11,73
2025-08-19 13F Advisory Services Network, LLC 7.433 463
2025-08-12 13F Waterloo Capital, L.P. 18.067 -24,48 1.104 -19,42
2025-07-02 13F Dentgroup LLC 0 -100,00 0
2025-07-18 13F Cooper Financial Group 32.247 -3,02 1.971 3,46
2025-07-23 13F Valmark Advisers, Inc. 38.474 2,17 2.352 8,99
2025-07-09 13F Fragasso Group Inc. 100.717 -6,70 6.157 -0,47
2025-07-21 13F Future Financial Wealth Managment LLC 333 0,00 20 5,26
2025-08-05 13F Tme Financial, Inc. 29.572 -71,73 1.808 -69,85
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 4.745 290
2025-08-14 13F Betterment LLC 22.036 0,97 1 0,00
2025-07-29 13F Stratos Wealth Partners, LTD. 225.739 2,16 13.799 8,99
2025-08-06 13F Rialto Wealth Management, LLC 1.175 0,00 72 5,97
2025-08-12 13F Eldridge Investment Advisors, Inc. 174.565 -5,98 10.671 0,30
2025-07-15 13F SJS Investment Consulting Inc. 1.402 0,00 86 6,25
2025-08-13 13F Russell Investments Group, Ltd. 184 62,83 11 83,33
2025-07-09 13F Dynamic Advisor Solutions LLC 422.933 2,14 25.854 8,96
2025-08-05 13F Huntington National Bank 14 -77,97
2025-07-17 13F HB Wealth Management, LLC 10.439 -5,52 638 0,79
2025-07-24 13F Jfs Wealth Advisors, Llc 818 0,49 50 6,52
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-15 13F Well Done, LLC 0 -100,00 0
2025-08-05 13F Simplex Trading, Llc 84 0
2025-05-05 13F Csenge Advisory Group 0 -100,00 0
2025-07-23 13F BankPlus Trust Department 126.051 -0,03 7.705 6,66
2025-07-16 13F ORG Partners LLC 3.365 300,12 208 331,25
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0
2025-05-15 13F Human Investing LLC 0 -100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 13.067 31,74 799 40,49
2025-08-12 13F Cornerstone Wealth Management, LLC 15.405 -8,62 942 -2,49
2025-08-12 13F Steward Partners Investment Advisory, Llc 24.037 -0,33 1.469 6,37
2025-08-07 13F PFG Advisors 82.217 10,93 5.026 18,35
2025-08-14 13F GWM Advisors LLC 136.398 99,67 8.338 113,03
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4.224 -6,78 258 -0,39
2025-07-18 13F Wetzel Investment Advisors, Inc. 41.995 2.567
2025-08-11 13F Perennial Investment Advisors, LLC 5.411 0,00 331 6,45
2025-08-14 13F Palo Alto Wealth Advisors, Llc 120.372 -31,41 7.358 -30,04
2025-08-13 13F Congress Wealth Management LLC / DE / 15.971 113,57 976 127,51
2025-08-12 13F BlackRock, Inc. 598 0,00 37 5,88
2025-07-29 13F Harbor Asset Planning, Inc. 10.064 615
2025-08-29 NP JAIZX - Managed Volatility Growth Portfolio NAV 1.889.229 -5,43 115.489 0,89
2025-08-13 13F Summit Wealth Group Llc / Co 30.775 1.881
2025-07-21 13F Ameriflex Group, Inc. 1.057 -53,58 64 -50,77
2025-08-12 13F MAI Capital Management 200 0,00 12 9,09
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 31.104 -95,14 2 -97,50
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F City Holding Co 1.970 0,00 120 7,14
2025-08-12 13F FreeGulliver LLC 19.751 -11,79 1.207 -5,85
2025-07-29 NP EBI - Longview Advantage ETF 0 -100,00 0 -100,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16.179 7,54 989 15,42
2025-08-14 13F Ameriprise Financial Inc 4.577.600 -3,31 279.914 3,31
2025-08-13 13F IAG Wealth Partners, LLC 48.648 -31,38 2.974 -26,81
2025-05-01 13F Bleakley Financial Group, LLC 0 -100,00 0
2025-08-05 13F Fourth Dimension Wealth, LLC 702 -12,47 43 -6,67
2025-08-14 13F Integrated Wealth Concepts LLC 190.115 1,76 11.622 8,56
2025-08-12 13F O'shaughnessy Asset Management, Llc 7.799 -5,08 477 1,28
2025-07-17 13F Janney Montgomery Scott LLC 8.041 31,20 0
2025-08-13 13F Johnson Financial Group, Inc. 67 0,00 4 33,33
2025-08-14 13F Wells Fargo & Company/mn 3.560.730 1,07 217.667 7,82
2025-08-04 13F JDM Financial Group LLC 213 0,00 13 8,33
2025-08-18 13F Geneos Wealth Management Inc. 540 0,00 33 10,00
2025-07-24 13F Blair William & Co/il 10.265 0,21 627 7,00
2025-07-22 13F D.B. Root & Company, LLC 21.079 -15,06 1.289 -9,36
2025-08-14 13F UBS Group AG 2.177.650 0,06 133.120 6,75
2025-07-14 13F Signature Securities Group Corporation 45.950 -3,27 2.809 3,20
2025-05-06 13F Greenwood Gearhart Inc 0 -100,00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 38.533 -18,41 2.356 -12,97
2025-08-06 13F Prospera Financial Services Inc 4.442 17,45 272 25,46
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 334.383 -6,72 20 0,00
2025-08-13 13F Smith, Moore & Co. 16.606 2,20 1.015 9,02
2025-08-06 13F Commonwealth Equity Services, Llc 1.806.550 -3,01 110 3,77
2025-07-14 13F Iams Wealth Management, Llc 6.166 -1,45 377 5,03
2025-07-25 13F Atria Wealth Solutions, Inc. 87.275 33,61 5.432 45,16
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0 -100,00
2025-08-07 13F Allworth Financial LP 7.683 0,09 470 9,58
2025-07-17 13F Raleigh Capital Management Inc. 189 12
2025-07-24 13F Ronald Blue Trust, Inc. 459 0,44 28 7,69
2025-08-14 13F Stifel Financial Corp 93.120 -0,26 5.692 6,41
2025-04-14 13F NewSquare Capital LLC 0 0
2025-08-14 13F Mariner, LLC 78.180 -6,42 4.779 -0,17
2025-07-16 13F Perigon Wealth Management, LLC 24.382 5,74 1.490 12,79
2025-08-14 13F Two Sigma Securities, Llc 6.517 2,15 398 9,04
2025-07-24 13F JNBA Financial Advisors 32.694 -0,39 1.999 6,28
2025-08-04 13F Amplius Wealth Advisors, LLC 628.519 1,88 38.420 8,68
2025-08-06 13F Horan Securities, Inc. 10.619 22,78 649 31,11
2025-08-08 13F Independence Financial Advisors, LLC 7.960 -2,13 487 4,29
2025-07-14 13F Enzi Wealth 606.832 -0,73 37.624 10,28
2025-05-14 13F Change Path, LLC 0 -100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 49 0,00 3 0,00
2025-08-15 13F Kestra Advisory Services, LLC 124.613 15,57 7.618 23,29
2025-07-29 13F TFC Financial Management 1.182 72
2025-08-13 13F Cerity Partners LLC 155.503 2.155,30 9.506 2.306,33
2025-08-14 13F Mml Investors Services, Llc 5.422 -15,44 0
2025-07-28 13F BRYN MAWR TRUST Co 310 19
2025-07-16 13F Magnus Financial Group LLC 25.373 -0,03 1.551 6,67
2025-07-28 13F Harbour Investments, Inc. 2.331 -21,22 142 -15,98
2025-07-31 13F/A Avion Wealth 58 0
2025-08-14 13F CoreCap Advisors, LLC 23.200 41,39 1.418 50,85
2025-07-11 13F Pinnacle Bancorp, Inc. 2.456 0,00 150 7,14
2025-08-18 13F Tyler-Stone Wealth Management 11.934 0,08 730 6,73
2025-07-25 13F Concurrent Investment Advisors, LLC 33.690 30,03 2.059 38,75
2025-07-25 13F PrairieView Partners, LLC 7 0
2025-08-04 13F Creative Financial Designs Inc /adv 32.582 1,20 1.992 7,97
2025-07-22 13F Valley National Advisers Inc 400 0
2025-08-19 13F Asset Dedication, LLC 95 0,00 6 0,00
2025-08-06 13F AE Wealth Management LLC 3.109 190
2025-08-14 13F Susquehanna International Group, Llp 15.716 -46,15 961 -42,58
2025-08-06 13F Wedbush Securities Inc 3.580 0
2025-08-14 13F Boston Private Wealth Llc 0 -100,00 0
2025-08-12 13F Garrett Wealth Advisory Group, LLC 518.173 6,04 31.676 13,13
2025-08-14 13F/A Rockefeller Capital Management L.P. 114.665 -4,59 7.009 1,79
2025-08-01 13F Bessemer Group Inc 5.354 0
2025-08-01 13F Chilton Capital Management Llc 125.118 -5,03 7.648 1,32
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 126.322 -19,32 7.719 -13,43
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 88.637 -6,52 5.418 -0,28
2025-07-18 13F Vicus Capital 7.557 0,11 462 6,71
2025-08-04 13F Pensionmark Financial Group, Llc 10.795 0,77 660 7,50
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 1.287 0,08 79 6,85
2025-08-05 13F Flynn Zito Capital Management, Llc 61.709 -3,79 3.772 2,64
2025-08-08 13F Symphony Financial Services, Inc. 5.532 0,05 338 6,96
2025-08-05 13F EPG Wealth Management LLC 8.676 -12,28 530 -6,36
2025-08-12 13F CIBC Private Wealth Group, LLC 25 0,00 2 0,00
2025-08-19 13F MRP Capital Investments, LLC 3.629 2,83 222 9,41
2025-05-13 13F Nations Financial Group Inc, /ia/ /adv 0 -100,00 0 -100,00
2025-08-14 13F Sterling Wealth Management, Inc. 5.440 0,00 333 2,47
2025-08-08 13F Adapt Wealth Advisors, Llc 8.893 -4,05 544 2,26
2025-07-09 13F Bank of New Hampshire 368 0,00 22 4,76
2025-08-01 13F Transcend Wealth Collective, Llc 0 -100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 103.461 -5,56 6.325 0,75
2025-07-17 13F Sound Income Strategies, LLC 492 0,00 30 7,14
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 9.708 24,25 593 32,66
2025-05-01 13F Smith Thornton Advisors LLC 0 -100,00 0
2025-08-13 13F Millstone Evans Group, LLC 562 0,00 34 6,25
2025-08-11 13F HighTower Advisors, LLC 20.411 326,74 1.248 355,11
2025-07-22 13F Grimes & Company, Inc. 78.057 -0,26 4.772 6,40
2025-08-07 13F Kestra Private Wealth Services, Llc 102.866 18,63 6.288 26,57
2025-08-13 13F Legacy Capital Wealth Partners, LLC 4.290 0,00 262 6,94
2025-07-17 13F ERn Financial, LLC 57.401 -73,70 3.509 -71,94
2025-07-09 13F Key Client Fiduciary Advisors, LLC 8.841 -11,54 540 -5,59
2025-08-11 13F Western Wealth Management, LLC 10.757 -1,45 658 5,12
2025-07-21 13F Ameritas Advisory Services, LLC 177 11
2025-08-15 13F Morgan Stanley 2.988.204 5,00 182.669 12,02
2025-08-04 13F Linscomb & Williams, Inc. 70.001 4,33 4.279 11,32
2025-07-15 13F FMA Wealth Management, LLC 83.664 0,25 5.114 1,75
2025-08-14 13F Colony Group, LLC 692.840 67,54 42.353 78,74
2025-08-04 13F Spire Wealth Management 2.378 -6,01 145 0,69
2025-08-14 13F Raymond James Financial Inc 2.768.787 22,00 169.256 30,16
2025-06-02 13F/A Deutsche Bank Ag\ 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 371 267,33 23 340,00
2025-07-18 13F Parsons Capital Management Inc/ri 32.150 -1,64 1.965 4,97
2025-07-31 13F Hixon Zuercher, LLC 134.085 9,34 8.197 16,65
2025-08-07 13F Sanchez Wealth Management Group 229.543 0,95 14.032 7,69
2025-07-28 13F DORVAL Corp 38.596 4,11 2.359 5,69
2025-08-15 13F Equitable Holdings, Inc. 47.123 -2,44 2.881 4,08
2025-04-18 13F Wolf Group Capital Advisors 5.173 0,00 296 15,18
2025-08-12 13F LPL Financial LLC 4.220.689 -0,06 258.011 6,62
2025-07-22 13F Hill Island Financial Llc 23.231 -0,55 1.420 6,13
2025-08-29 NP JAIUX - Managed Volatility Conservative Portfolio NAV 111.259 -1,45 6.801 5,13
2025-08-27 13F/A Brinker Capital Investments, LLC 6.253 382
2025-07-25 13F We Are One Seven, LLC 22.454 -48,05 1.373 -44,59
2025-08-05 13F Strategic Financial Concepts, LLC 20.165 1,61 1.233 8,36
2025-07-18 13F Newman Dignan & Sheerar, Inc. 98.932 6.048
2025-08-08 13F Avantax Advisory Services, Inc. 579.175 -2,13 35.405 4,42
2025-08-14 13F Marshall Investment Management, Llc 11.073 282,49 677 309,70
2025-08-29 NP JAIVX - Managed Volatility Moderate Portfolio NAV 122.767 -3,38 7.505 3,08
2025-07-31 13F Moloney Securities Asset Management, LLC 37.833 32,18 2.313 40,98
2025-07-11 13F Quad-Cities Investment Group, LLC 7.519 -0,38 460 6,25
2025-07-11 13F Farther Finance Advisors, LLC 35.213 77,52 2.153 88,94
2025-08-13 13F Northwestern Mutual Wealth Management Co 1.657.127 0,46 101.300 7,18
2025-07-29 13F Private Trust Co Na 4.282 -2,39 262 3,98
2025-07-08 13F Granite Bay Wealth Management, LLC 129.293 14,84 8 16,67
2025-07-16 13F Signaturefd, Llc 0 -100,00 0
2025-08-14 13F Fmr Llc 7.608 -2,71 465 3,79
2025-08-11 13F Citigroup Inc 2 -94,87 0 -100,00
2025-03-10 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 562.332 -4,02 34.375 2,39
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-04 13F Clear Investment Research, Llc 1.669 0,24 102 7,37
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 1.470 0,48 90 7,23
2025-07-17 13F Venture Visionary Partners LLC 4.055 0,00 248 6,47
2025-07-24 13F IFP Advisors, Inc 739 46,34 45 60,71
2025-07-17 13F Smith Anglin Financial, LLC 31.097 -17,89 1.901 -12,44
2025-08-12 13F Global Retirement Partners, LLC 39.486 -72,29 2.414 -71,65
2025-08-18 13F/A National Bank Of Canada /fi/ 4.811 0,00 294 6,55
2025-07-29 13F International Assets Investment Management, Llc 33.923 -9,35 2.074 -3,31
2025-08-08 13F Creative Planning 4.142 -30,49 253 -25,81
2025-05-01 13F Cutter & CO Brokerage, Inc. 0 -100,00 0
2025-07-18 13F Consolidated Portfolio Review Corp 6.578 -1,28 402 5,51
2025-08-19 13F Cape Investment Advisory, Inc. 215 0,00 13 8,33
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 4.199 0,00 257 6,67
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