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.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-08 | 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 |