MDYG - SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
US ˙ ARCA ˙ US78464A8210

Statistiche di base
Proprietari istituzionali 395 total, 395 long only, 0 short only, 0 long/short - change of 3,66% MRQ
Allocazione media del portafoglio 0.2729 % - change of -3,06% MRQ
Azioni istituzionali (Long) 19.256.773 (ex 13D/G) - change of -4,66MM shares -19,49% MRQ
Valore istituzionale (Long) $ 1.582.463 USD ($1000)
Proprietà istituzionale e azionisti

SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (US:MDYG) ha 395 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 19,256,773 azioni. I maggiori azionisti includono LPL Financial LLC, Financial Engines Advisors L.L.C., NorthRock Partners, LLC, AE Wealth Management LLC, Stifel Financial Corp, Benjamin Edwards Inc, Financial Advisory Service, Inc., Morgan Stanley, Envestnet Asset Management Inc, and Raymond James Financial Inc .

(SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF (ARCA:MDYG) 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 92,24 / share. Previously, on September 6, 2024, the share price was 82,42 / share. This represents an increase of 11,91% over that period.

MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth 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.

MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth 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
(%)
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1.294 2,13 112 12,00
2025-07-30 13F Wallace Advisory Group, LLC 3.438 -3,29 273 -11,36
2025-08-12 13F Steward Partners Investment Advisory, Llc 729 -4,95 63 5,00
2025-07-17 13F HB Wealth Management, LLC 3.597 0,00 312 9,47
2025-07-11 13F Kingstone Capital Partners Texas, LLC 32.411 2
2025-07-28 13F BRYN MAWR TRUST Co 21 0,00 2 0,00
2025-05-01 13F Fingerlakes Wealth Management, Inc. 0 -100,00 0 -100,00
2025-08-05 13F NewSquare Capital LLC 1 0,00 0
2025-07-24 13F JNBA Financial Advisors 103.453 -7,36 8.987 1,27
2025-08-14 13F Visionary Wealth Advisors 16.022 -51,14 1.392 -46,60
2025-07-11 13F Pinnacle Bancorp, Inc. 135 -61,10 12 -59,26
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-07-21 13F Montz Harcus Wealth Management LLC 3.472 10,64 302 20,88
2025-07-29 13F Stratos Wealth Advisors, LLC 4.495 2,84 391 12,39
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 0
2025-08-01 13F American Financial & Tax Strategies Inc 18.096 -6,05 1.572 2,75
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 864 0,23 75 10,29
2025-08-05 13F Tsfg, Llc 399 -71,48 0
2025-08-14 13F Jane Street Group, Llc 4.611 -1,20 401 8,11
2025-07-21 13F Fortis Capital Advisors, LLC 0 -100,00 0
2025-08-13 13F Gamco Investors, Inc. Et Al 34.423 2.990
2025-08-11 13F Avantax Planning Partners, Inc. 218.441 1,35 18.976 10,80
2025-07-22 13F Net Worth Advisory Group 6.975 606
2025-07-10 13F Kozak & Associates, Inc. 145 0,00 13 9,09
2025-05-09 13F PrairieView Partners, LLC 0 -100,00 0
2025-07-16 13F Twelve Points Wealth Management LLC 15.148 0,00 1.316 9,31
2025-08-15 13F Kestra Advisory Services, LLC 9.267 -32,53 805 -26,21
2025-08-11 13F TD Waterhouse Canada Inc. 524 -62,00 46 -59,09
2025-08-14 13F Colony Group, LLC 2.398 -43,31 208 -38,10
2025-07-15 13F Pine Haven Investment Counsel, Inc 2.975 258
2025-08-13 13F Cary Street Partner Investment Advisory Llc 15.206 13,96 1.321 24,53
2025-08-08 13F Avantax Advisory Services, Inc. 53.328 28,23 4.633 40,19
2025-07-24 13F IFP Advisors, Inc 10.229 139,50 889 161,95
2025-08-14 13F Bank Of America Corp /de/ 321.612 0,94 27.938 10,36
2025-08-14 13F D. E. Shaw & Co., Inc. 3.120 6,85 271 16,81
2025-08-14 13F Prestige Wealth Management Group LLC 71.502 0,84 6.211 10,26
2025-08-14 13F Smartleaf Asset Management LLC 1.675 279,82 145 314,29
2025-07-31 13F Briaud Financial Planning, Inc 873 0
2025-07-31 13F Moloney Securities Asset Management, LLC 9.388 -22,55 816 -15,37
2025-08-07 13F BOK Financial Private Wealth, Inc. 431 0,00 37 8,82
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 853 80,72 74 100,00
2025-08-13 13F Rsm Us Wealth Management Llc 4.290 3,70 373 13,41
2025-07-17 13F Clear Point Advisors Inc. 5.801 0,09 504 9,35
2025-07-30 13F Klingman & Associates, LLC 327.619 8,22 28.460 18,31
2025-07-31 13F CAP Partners, LLC 3.930 -16,56 341 -8,82
2025-08-12 13F J.w. Cole Advisors, Inc. 10.803 69,73 938 85,74
2025-08-01 13F First National Trust Co 347.143 4,72 30.156 14,48
2025-09-04 13F/A Advisor Group Holdings, Inc. 113.174 14,20 9.749 23,77
2025-07-15 13F McAdam, LLC 187.998 -2,62 16.331 6,46
2025-08-11 13F Aptus Capital Advisors, LLC 129 0,00 11 10,00
2025-07-31 13F Topsail Wealth Management, LLC 2.185 1,86 190 11,18
2025-08-04 13F UNIVEST FINANCIAL Corp 21.275 6,80 1.848 16,81
2025-07-23 13F True Vision MN LLC 3.845 0,08 334 9,51
2025-08-11 13F Anfield Capital Management, LLC 98 0,00 9 14,29
2025-07-29 13F Angeles Wealth Management, Llc 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 21.823 -9,27 1.896 -0,84
2025-07-16 13F Beaumont Financial Advisors, LLC 2.469 -2,41 214 6,47
2025-07-25 13F Concord Wealth Partners 548 0,00 48 9,30
2025-04-17 13F Nbt Bank N A /ny 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 538 2,67 47 12,20
2025-05-15 13F StoneX Group Inc. 0 -100,00 0 -100,00
2025-08-14 13F GWM Advisors LLC 4.967 -3,12 432 5,90
2025-08-14 13F Mercer Global Advisors Inc /adv 49.927 -14,01 4.337 -5,98
2025-08-11 13F Bellwether Advisors, LLC 3 0,00 0
2025-07-07 13F Horizons Wealth Management 648 0,00 56 9,80
2025-08-06 13F Legacy Investment Solutions, LLC 273 0,00 24 -4,17
2025-08-12 13F Argent Trust Co 20.429 -1,93 1.775 7,19
2025-07-08 13F Parallel Advisors, LLC 2.731 -0,47 237 8,72
2025-08-06 13F Csenge Advisory Group 4.942 -2,60 416 8,07
2025-07-08 13F Advance Capital Management, Inc. 11.801 0,03 1.025 9,39
2025-08-01 13F Envestnet Asset Management Inc 455.592 -40,81 39.577 -35,29
2025-05-08 13F Headland Capital, LLC 0 -100,00 0
2025-08-11 13F Mosaic Family Wealth Partners, Llc 27.531 50,29 2.392 64,33
2025-08-14 13F Stifel Financial Corp 578.603 -51,29 50.263 -46,74
2025-07-11 13F Farther Finance Advisors, LLC 10.108 -36,27 878 -30,81
2025-07-08 13F First International Bank & Trust 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 243 0,00 21 10,53
2025-08-11 13F Portside Wealth Group, LLC 10.515 -1,99 913 7,16
2025-08-08 13F Thrive Capital Management, LLC 4.030 350
2025-07-10 13F Focus Financial Network, Inc. 7.778 -13,19 676 -5,06
2025-08-11 13F Private Advisor Group, LLC 262.796 2,88 22.829 12,48
2025-08-11 13F Pineridge Advisors LLC 164 0,00 14 7,69
2025-05-09 13F GeoWealth Management, LLC 0 -100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 0 -100,00 0 -100,00
2025-08-04 13F Atria Investments Llc 6.946 -31,06 603 -24,62
2025-08-13 13F Balanced Wealth Group Llc 135.802 13,47 12.052 26,74
2025-08-04 13F Wealth Management Associates, Inc. 0 -100,00 0
2025-07-16 13F Motive Wealth Advisors 4.354 56,79 378 71,82
2025-07-28 13F Frazier Financial Advisors, LLC 143 12
2025-07-28 13F Copia Wealth Management 268 0,00 23 9,52
2025-08-12 13F Retirement Planning Co of New England, Inc. 2.769 -1,07 241 8,11
2025-08-13 13F Wambolt & Associates, LLC 13.832 -1,90 1.209 7,09
2025-08-04 13F Pensionmark Financial Group, Llc 19.470 2,64 1.691 12,21
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100,00 0
2025-08-14 13F Vista Private Wealth Partners. LLC 2.942 0,68 256 9,91
2025-07-16 13F Embree Financial Group 2.402 -11,07 209 -2,80
2025-08-12 13F Choate Investment Advisors 1.818 158
2025-07-24 13F Jfs Wealth Advisors, Llc 402 0,25 35 9,68
2025-07-11 13F/A Umb Bank N A/mo 128 0,00 11 10,00
2025-08-08 13F Emerald Investment Partners, Llc 73.154 3,08 6.355 12,70
2025-07-22 13F Team Financial Group, LLC 32 3
2025-08-06 13F Commonwealth Equity Services, Llc 232.927 -0,64 20 11,11
2025-07-18 13F GEN Financial Management, INC. 21.043 474,95 1.828 530,34
2025-08-18 13F Hollencrest Capital Management 1.299 0,00 113 8,74
2025-08-11 13F Aviso Wealth Management 2.459 214
2025-07-28 13F SFG Wealth Management, LLC. 136.654 4,38 11.871 14,11
2025-07-18 13F Founders Capital Management 287 0,35 25 9,09
2025-08-12 13F Howe & Rusling Inc 10 1
2025-08-14 13F Clark Capital Management Group, Inc. 0 -100,00 0
2025-08-11 13F Intrepid Financial Planning Group LLC 4.493 -7,07 390 1,56
2025-07-22 13F Apexium Financial, Lp 9.587 -19,84 833 -12,42
2025-08-04 13F Creative Financial Designs Inc /adv 1.578 -14,38 137 -6,16
2025-08-14 13F Susquehanna International Group, Llp 9.636 -78,74 837 -76,76
2025-07-15 13F Total Wealth Planning, Llc 53.914 -0,50 4.684 8,78
2025-08-13 13F Northwestern Mutual Wealth Management Co 237.040 23,12 20.592 34,61
2025-07-18 13F First Pacific Financial 4.897 -15,07 425 -7,21
2025-08-12 13F Segall Bryant & Hamill, Llc 140.262 -1,80 12.185 7,36
2025-07-29 13F May Barnhard Investments LLC 61.327 -2,27 5.328 6,84
2025-07-30 13F Rehmann Capital Advisory Group 316.642 9,46 27.507 19,66
2025-08-05 13F Bank of New York Mellon Corp 2.819 -51,20 245 -46,84
2025-07-02 13F Waller Financial Planning Group, Inc 50.848 21,77 4.417 33,12
2025-07-30 13F Whittier Trust Co 4 0,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 4.833 -1,17 420 7,99
2025-08-15 13F Equitable Holdings, Inc. 41.547 13,85 3.609 24,49
2025-07-09 13F Westmount Partners, LLC 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 311.333 14,21 27.046 24,86
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 433 0,00 38 8,82
2025-07-31 13F Ballast Advisors Llc 1.059 0,00 92 8,33
2025-07-22 13F IVC Wealth Advisors LLC 3.267 0,00 284 9,27
2025-07-09 13F Massmutual Trust Co Fsb/adv 278 0,00 24 9,09
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 30.860 26,53 2.681 38,29
2025-08-13 13F Mount Yale Investment Advisors, LLC 192 17
2025-07-18 13F Pure Financial Advisors, Inc. 11.935 -6,63 1.037 2,07
2025-07-31 13F/A Avion Wealth 0 0
2025-08-13 13F Jones Financial Companies Lllp 225.993 33,85 19.599 46,22
2025-07-29 13F Barden Capital Management, Inc. 22.273 -0,46 1.935 8,77
2025-08-05 13F Sigma Planning Corp 4.346 8,62 378 18,93
2025-08-05 13F LTG Capital LLC 14.160 3,84 1.230 13,57
2025-08-07 13F Nwam Llc 7.915 3,32 693 13,98
2025-08-11 13F Strategic Wealth Partners, Ltd. 600 52
2025-08-05 13F Westside Investment Management, Inc. 109 0,00 9 12,50
2025-07-25 13F We Are One Seven, LLC 12.924 -8,46 1.123 0,09
2025-08-08 13F Altfest L J & Co Inc 6.024 -10,78 523 -2,43
2025-08-11 13F Perennial Investment Advisors, LLC 4.505 -84,32 391 -82,87
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2.526 -42,46 219 -37,07
2025-05-01 13F Coastal Investment Advisors, Inc. 0 -100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 38 0,00 0
2025-07-18 13F Trilogy Capital Inc. 12.486 -0,46 1.085 8,84
2025-08-07 13F PFG Advisors 9.354 -7,50 813 1,12
2025-07-31 13F Buckingham Strategic Partners 10.783 -31,99 937 -25,66
2025-08-18 13F Geneos Wealth Management Inc. 28.071 2,62 2.438 12,20
2025-08-08 13F Kingsview Wealth Management, LLC 44.518 0,63 3.867 10,01
2025-08-13 13F Capital Analysts, Inc. 48.535 152,34 4 300,00
2025-07-22 13F Belpointe Asset Management LLC 0 -100,00 0
2025-07-14 13F Brady Martz Wealth Solutions, LLC 8.782 -33,20 763 -27,01
2025-08-08 13F Pnc Financial Services Group, Inc. 2.628 -13,61 228 -5,39
2025-07-29 13F Goldstein Advisors, LLC 3.060 15,87 266 26,79
2025-08-15 13F Captrust Financial Advisors 18.434 -6,36 1.601 2,37
2025-08-14 13F Obsidian Personal Planning Solutions LLC 73.385 3,21 6.375 13,19
2025-07-30 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 51.306 1,60 4.457 11,07
2025-08-13 13F Avestar Capital, LLC 6.590 -27,12 572 -20,33
2025-08-13 13F Wellspring Financial Advisors, LLC 367.706 0,00 376 0,27
2025-08-06 13F SJA Financial Advisory, LLC 16.238 0,84 1.411 10,24
2025-08-14 13F Safeguard Investment Advisory Group, LLC 3.304 -10,12 287 -1,71
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 18.017 -6,24 1.598 4,72
2025-07-17 13F ERn Financial, LLC 96.785 -8,60 8.408 -0,08
2025-08-13 13F Beacon Pointe Advisors, LLC 5.701 0,05 495 9,51
2025-07-07 13F Versant Capital Management, Inc 410 0,00 36 9,38
2025-08-12 13F O'shaughnessy Asset Management, Llc 906 29,24 79 41,82
2025-08-07 13F Evoke Wealth, Llc 2.392 208
2025-08-12 13F Calton & Associates, Inc. 9.506 826
2025-07-30 13F Drive Wealth Management, Llc 4.220 3,48 367 12,96
2025-08-04 13F Assetmark, Inc 104 -29,25 9 -18,18
2025-07-25 13F Courage Miller Partners, LLC 31.796 6,65 2.762 16,64
2025-07-30 13F Retirement Planning Group 3.482 -1,78 302 7,47
2025-07-29 13F Signature Estate & Investment Advisors Llc 35.144 2,07 3.053 11,55
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2025-07-10 13F Signal Advisors Wealth, LLC 6.724 584
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2025-08-06 13F Convergence Financial, LLC 245.665 6,43 21.341 16,35
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Cerity Partners LLC 6.393 -18,92 555 -11,34
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 58.121 -2,70 5 25,00
2025-05-14 13F Keeley-Teton Advisors, LLC 37.123 -0,85 2.950 -9,35
2025-08-14 13F Ieq Capital, Llc 0 -100,00 0
2025-07-29 13F Koshinski Asset Management, Inc. 32.207 -3,78 2.798 5,19
2025-08-15 13F First Heartland Consultants, Inc. 2.560 -6,02 222 2,78
2025-07-31 13F Resonant Capital Advisors, LLC 6.330 550
2025-08-01 13F Rossby Financial, LCC 394 -1,99 34 9,68
2025-08-07 13F Hughes Financial Services, LLC 116 0,00 10 11,11
2025-07-30 13F Onyx Bridge Wealth Group LLC 3.468 -33,11 301 -26,76
2025-07-15 13F Foster Victor Wealth Advisors, LLC 9.274 0,02 821 17,29
2025-07-18 13F SOA Wealth Advisors, LLC. 1.700 0,18 148 9,70
2025-08-13 13F Gibbs Wealth Management 3.387 294
2025-08-14 13F IHT Wealth Management, LLC 9.589 0,48 833 9,76
2025-08-14 13F Citadel Advisors Llc 3.249 -90,32 282 -89,42
2025-08-14 13F/A Skopos Labs, Inc. 84 0,00 7 16,67
2025-05-02 13F Capital A Wealth Management, LLC 83 -78,27 7 -81,82
2025-08-06 13F AE Wealth Management LLC 739.745 1,14 64.262 10,57
2025-08-12 13F Asset Management Group, Inc. 21.133 0,20 1.836 9,55
2025-08-14 13F Raymond James Financial Inc 397.080 15,10 34.494 25,84
2025-08-08 13F Cetera Investment Advisers 46.637 -64,15 4.051 -60,80
2025-08-05 13F Plante Moran Financial Advisors, LLC 568 0,00 49 8,89
2025-08-12 13F Integrated Advisors Network LLC 8.739 -2,56 759 6,60
2025-08-07 13F CENTRAL TRUST Co 12.922 -4,33 1.123 4,57
2025-08-12 13F Pathstone Holdings, LLC 69.608 -3,42 6.047 5,59
2025-08-14 13F Glenmede Investment Management, LP 1.800 156
2025-07-22 13F Diligent Investors, LLC 65.734 -7,27 5.710 1,38
2025-07-25 13F Cwm, Llc 35.261 9,76 3 50,00
2025-05-14 13F/A Integrated Investment Consultants, LLC 0 -100,00 0 -100,00
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 117 0,00 10 11,11
2025-04-30 13F M&t Bank Corp 0 -100,00 0
2025-07-28 13F IFG Advisors, LLC 3.152 0,03 274 9,20
2025-08-14 13F Pinnacle Family Advisors, LLC 33.739 2.931
2025-08-06 13F Prospera Financial Services Inc 63.047 926,49 5.477 1.024,44
2025-07-22 13F Iron Horse Wealth Management, LLC 1.421 2,97 123 12,84
2025-08-05 13F GPS Wealth Strategies Group, LLC 84 0,00 7 16,67
2025-07-17 13F Raleigh Capital Management Inc. 174 20,00 15 36,36
2025-03-12 13F/A Private Capital Management Llc 0 -100,00 0
2025-08-06 13F Maltin Wealth Management, Inc. 4.133 0,17 359 9,79
2025-08-14 13F Mpwm Advisory Solutions, Llc 30 0,00 3 0,00
2025-07-29 13F Creekside Partners 4.846 0,17 421 9,38
2025-07-21 13F Ameritas Advisory Services, LLC 4.621 -7,56 401 -0,99
2025-07-15 13F Norden Group Llc 5.191 36,93 451 49,50
2025-07-17 13F Smith Anglin Financial, LLC 15.162 -9,99 1.317 -1,57
2025-08-08 13F Gts Securities Llc 23.814 2.069
2025-07-30 13F Princeton Global Asset Management LLC 1.328 0,00 115 9,52
2025-07-17 13F Centennial Wealth Advisory LLC 18.853 30,66 1.640 43,02
2025-08-18 13F Front Row Advisors LLC 270 -40,00 23 -34,29
2025-07-29 13F Stratos Wealth Partners, LTD. 69.103 10,15 6.003 20,42
2025-08-14 13F Benjamin Edwards Inc 490.897 -52,11 42.644 -47,65
2025-05-15 13F Certior Financial Group, Llc 0 -100,00 0
2025-07-01 13F Confluence Investment Management Llc 207.668 -53,02 18.040 -48,64
2025-07-15 13F Oak Root LLC 0 -100,00 0
2025-08-07 13F Allworth Financial LP 5.071 -14,11 441 -5,17
2025-07-18 13F Truist Financial Corp 150.017 1,14 13.032 10,57
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 3.138 -2,64 0
2025-08-11 13F WPG Advisers, LLC 77 0,00 7 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 7.573 -0,04 658 9,32
2025-05-06 13F Retirement Income Solutions, Inc 0 -100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 13.713 -5,69 1.191 3,12
2025-08-14 13F Comerica Bank 17.064 -16,01 1.482 -8,18
2025-05-15 13F/A Orion Portfolio Solutions, LLC 14.410 -17,28 1.145 -24,32
2025-07-15 13F GSB Wealth Management, LLC 6.123 -17,96 532 -10,46
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 7.939 0,00 690 9,37
2025-07-07 13F Somerset Trust Co 2.309 201
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-08-12 13F Financial Advocates Investment Management 55.022 -17,62 4.780 -9,93
2025-07-14 13F Occidental Asset Management, LLC 30.993 5,58 2.692 15,44
2025-08-14 13F Goldman Sachs Group Inc 43.380 -6,31 3.768 2,42
2025-08-11 13F Cordatus Wealth Management LLC 62.225 5
2025-08-01 13F Milestone Asset Management Group, LLC 9.142 0,09 794 9,52
2025-08-12 13F Global Retirement Partners, LLC 8.881 -9,58 772 -9,61
2025-08-08 13F Foundations Investment Advisors, LLC 83.255 -40,90 7.232 -35,39
2025-08-12 13F Shakespeare Wealth Management, Inc. 203.991 2,72 17.721 12,29
2025-08-27 13F/A Brinker Capital Investments, LLC 11.339 -21,31 985 -13,97
2025-05-16 13F Cape Investment Advisory, Inc. 0 -100,00 0
2025-07-30 13F Parcion Private Wealth LLC 12.258 -94,03 1.065 -93,48
2025-08-14 13F Snowden Capital Advisors LLC 15.578 -1,61 1.353 7,55
2025-07-15 13F Elevated Capital Advisors, LLC 11.512 0,00 915 0,00
2025-07-28 13F Harbour Investments, Inc. 4.377 0,11 380 9,51
2025-07-28 13F Sterling Financial Planning, Inc. 2.644 0,00 230 9,05
2025-07-22 13F Willner & Heller, Llc 7.977 1,08 693 10,37
2025-08-14 13F Financial Engines Advisors L.L.C. 1.368.507 1,38 118.882 10,83
2025-05-28 13F Intrua Financial, LLC 0 -100,00 0 -100,00
2025-07-16 13F Essex Financial Services, Inc. 7.592 0,03 660 9,29
2025-08-04 13F Bristlecone Advisors, LLC 25.531 -11,92 2.218 -3,73
2025-07-22 13F Sage Financial Group Inc 18.459 -2,03 1.604 7,08
2025-08-15 13F Morgan Stanley 474.093 -17,52 41.185 -9,83
2025-07-29 13F International Assets Investment Management, Llc 2.368 206
2025-07-22 13F Valley National Advisers Inc 67 0,00 0
2025-08-15 13F Urban Financial Advisory Corp 1.118 0,27 97 10,23
2025-08-14 13F Certified Advisory Corp 2.434 -10,97 211 -2,76
2025-07-30 13F/A KPP Advisory Services LLC 7.306 1,12 635 10,45
2025-04-21 13F PSI Advisors, LLC 0 -100,00 0
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 25.541 6,49 2.219 16,43
2025-08-01 13F Wealth Watch Advisors, INC 28.525 2.478
2025-08-12 13F SRS Capital Advisors, Inc. 373 1.454,17 32 3.100,00
2025-08-13 13F Baird Financial Group, Inc. 3.903 339
2025-08-13 13F KDK Private Wealth Management, LLC 5.598 -0,69 486 8,72
2025-08-14 13F Integrated Wealth Concepts LLC 0 -100,00 0
2025-07-17 13F LexAurum Advisors, LLC 9.111 38,87 792 51,82
2025-07-31 13F Moment Partners, LLC 3.300 0,00 287 9,16
2025-07-02 13F Michael S. Ryan, Inc. 78.602 62,17 6.828 77,30
2025-08-11 13F Root Financial Partners, LLC 3.817 0,71 332 9,97
2025-08-13 13F Measured Wealth Private Client Group, LLC 2.598 0,08 226 9,22
2025-08-08 13F TD Capital Management LLC 212 0,00 18 12,50
2025-08-14 13F Ameriprise Financial Inc 249.235 9,76 21.651 19,85
2025-08-15 13F Binnacle Investments Inc 18 0,00 2 0,00
2025-08-08 13F Wrapmanager Inc 6.775 4,57 589 14,40
2025-08-14 13F Great Valley Advisor Group, Inc. 7.032 31,00 611 43,43
2025-08-08 13F Arcadia Investment Management Corp/mi 650 0,00 56 9,80
2025-07-17 13F Delta Capital Management Llc 3.000 0,00 0
2025-04-22 13F Rappaport Reiches Capital Management, LLC 4.910 0,00 390 -8,45
2025-07-15 13F Signet Financial Management, Llc 120.659 -7,92 10.482 0,66
2025-08-04 13F Spire Wealth Management 21.619 272,42 1.878 307,38
2025-08-05 13F Bank Of Montreal /can/ 8.386 -23,92 728 -16,80
2025-08-08 13F Capital Investment Advisory Services, LLC 418 0,00 36 9,09
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100,00 0
2025-08-06 13F Spurstone Advisory Services, LLC 9 0,00 1
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 3.024 -2,67 263 6,50
2025-07-17 13F KWB Wealth 151.785 -4,28 12.061 -12,47
2025-08-04 13F HBK Sorce Advisory LLC 2.623 0,00 228 9,13
2025-08-08 13F Good Life Advisors, LLC 3.514 -1,76 305 7,39
2025-07-15 13F MCF Advisors LLC 274 0,00 24 9,52
2025-07-17 13F XY Planning Network, Inc. 8.983 780
2025-08-06 13F Destiny Capital Corp/CO 18.033 2,63 1.567 12,18
2025-07-07 13F First Community Trust Na 67 6
2025-07-22 13F Miracle Mile Advisors, LLC 15.661 -2,87 1.360 6,17
2025-08-14 13F Synovus Financial Corp 0 -100,00 0
2025-04-22 13F Breakthru Advisory Services, Llc 0 -100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 42.444 3.687
2025-08-14 13F Mariner, LLC 152.228 -7,72 13.224 0,88
2025-08-05 13F Tiaa Trust, National Association 126.078 -11,20 10.952 -2,92
2025-08-12 13F CIBC Private Wealth Group, LLC 1.795 0,00 156 23,02
2025-08-13 13F WCG Wealth Advisors LLC 85.390 4,69 7.418 14,44
2025-07-24 13F Blair William & Co/il 5.475 0,27 476 9,70
2025-08-14 13F CoreCap Advisors, LLC 893 8,90 78 18,46
2025-07-18 13F Bartlett & Co. Wealth Management Llc 3.357 0,00 292 9,40
2025-08-08 13F Advisors Capital Management, LLC 5.739 -5,36 499 3,53
2025-07-24 13F Stonebridge Financial Group, LLC 5.694 -3,95 495 4,88
2025-07-22 13F Merit Financial Group, LLC 11.810 -1,48 1.026 7,67
2025-07-07 13F Global Wealth Strategies & Associates 2 0,00 0
2025-07-30 13F Crewe Advisors LLC 88 0,00 8 16,67
2025-05-13 13F Northern Trust Corp 0 -100,00 0
2025-07-29 13F Tradewinds Capital Management, LLC 154 0,00 13 8,33
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 17.000 19
2025-08-04 13F AlphaStar Capital Management, LLC 23.593 35,03 2.050 47,62
2025-08-08 13F Compass Financial Services Inc 718 0,00 62 8,77
2025-07-30 13F Eqis Capital Management, Inc. 14.618 2,97 1.270 12,50
2025-08-13 13F Denver Wealth Management, Inc. 7.412 -8,84 644 -0,46
2025-08-12 13F OneAscent Financial Services LLC 4.664 -11,85 0
2025-08-01 13F Koss-Olinger Consulting, LLC 46.708 -15,09 4.058 -7,18
2025-07-30 13F Brookstone Capital Management 25.431 1,23 2.209 10,67
2025-06-30 13F/A Deutsche Bank Ag\ 0 -100,00 0 -100,00
2025-05-01 13F Bleakley Financial Group, LLC 0 -100,00 0 -100,00
2025-07-14 13F Signature Securities Group Corporation 6.188 11,62 538 22,05
2025-07-29 13F Swmg, Llc 6.802 79,85 613 107,09
2025-05-01 13F Quest 10 Wealth Builders, Inc. 10 -16,67 1 -100,00
2025-08-13 13F Financial Freedom, LLC 1.952 -41,26 170 -35,98
2025-07-17 13F Sound Income Strategies, LLC 1 0,00 0
2025-07-30 13F Syntegra Private Wealth Group, LLC 49.932 -1,29 4.338 7,91
2025-07-16 13F/A CX Institutional 696 0,00 0
2025-07-17 13F Beacon Capital Management, LLC 574 12,11 50 22,50
2025-07-25 13F Bill Few Associates, Inc. 29.689 141,28 2.579 163,97
2025-08-14 13F Wells Fargo & Company/mn 246.029 -32,87 21.373 -26,61
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 1.161 101
2025-07-24 13F Us Bancorp \de\ 21.983 -0,25 1.910 9,02
2025-08-06 13F Able Wealth Management LLC 4.197 365
2025-08-12 13F Gladstone Institutional Advisory LLC 42.460 2,65 3.689 12,23
2025-07-28 13F WealthPLAN Partners, LLC 5.515 -4,95 479 3,90
2025-07-10 13F YHB Investment Advisors, Inc. 12.786 4,49 1.111 14,20
2025-08-13 13F Cary Street Partners Financial Llc 28.610 -82,05 2.485 -80,38
2025-08-11 13F Principal Securities, Inc. 11.285 -74,24 980 -74,25
2025-08-05 13F Huntington National Bank 174 9,49
2025-08-11 13F CBIZ Investment Advisory Services, LLC 0 -100,00 0 -100,00
2025-07-29 13F Chicago Partners Investment Group LLC 62.758 11,47 5.627 22,86
2025-08-12 13F Fairscale Capital, LLC 9.533 -1,32 846 10,30
2025-07-17 13F Janney Montgomery Scott LLC 5.176 -7,39 0
2025-04-23 13F Financial Life Planners 0 -100,00 0
2025-07-15 13F Maseco Llp 97 8
2025-08-13 13F Hudson Portfolio Management LLC 2.496 -3,85 217 4,85
2025-07-30 13F Pacific Sun Financial Corp 29.004 0,33 2.520 9,66
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100,00 0
2025-07-31 13F Orion Capital Management LLC 270 0,00 23 9,52
2025-08-14 13F Advisor OS, LLC 8.970 212,98 779 243,17
2025-08-06 13F/A Flagship Private Wealth, LLC 5.583 1,29 485 10,98
2025-07-07 13F Investors Research Corp 29.446 -0,07 2.558 9,23
2025-07-09 13F Inspirion Wealth Advisors, Llc 8.837 15,71 768 26,57
2025-08-08 13F Larson Financial Group LLC 1.871 -13,70 162 -5,81
2025-08-08 13F Condor Capital Management 7.265 0,32 631 9,74
2025-08-14 13F Financial Advisory Service, Inc. 479.764 4,10 41.677 13,81
2025-08-11 13F HHM Wealth Advisors, LLC 53 0,00 5 0,00
2025-07-08 13F Goldstone Financial Group, LLC 74.658 1,39 6.622 13,20
2025-08-01 NP APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A 30.245 2.627
2025-08-11 13F Citigroup Inc 74.225 -97,32 6.448 -97,07
2025-08-04 13F Arkadios Wealth Advisors 5.174 11,73 450 22,34
2025-08-13 13F Russell Investments Group, Ltd. 832 0,12 72 9,09
2025-07-08 13F Nbc Securities, Inc. 33 0,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 3.135 -11,44 272 -3,20
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 17.305 0,19 1.503 9,55
2025-08-14 13F UBS Group AG 91.824 -0,50 7.977 8,77
2025-08-13 13F SCS Capital Management LLC 11.301 -23,31 982 -16,15
2025-07-23 13F Kingswood Wealth Advisors, Llc 33.915 5,28 2.946 15,12
2025-07-17 13F CWA Asset Management Group, LLC 15.748 -7,33 1.368 1,33
2025-08-08 13F Tanglewood Legacy Advisors, LLC 39 0,00 3 0,00
2025-08-05 13F GHP Investment Advisors, Inc. 308.112 3,10 26.766 12,71
2025-08-12 13F MAI Capital Management 18.455 23,87 1.603 35,50
2025-07-22 13F Integrated Capital Management, LLC 103.562 5,55 9 28,57
2025-07-17 13F Fifth Third Securities, Inc. 3.664 40,87 318 54,37
2025-07-23 13F Prime Capital Investment Advisors, LLC 2.813 -80,21 244 -78,39
2025-05-15 13F Glenmede Trust Co Na 1.800 0,00 143 -8,33
2025-08-14 13F Abound Financial, Llc 0 -100,00 0
2025-07-29 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-11 13F Independent Advisor Alliance 5.567 34,50 484 47,26
2025-07-23 13F Sachetta, LLC 43 0,00 4 0,00
2025-07-09 13F Tounjian Advisory Partners, Llc 8.604 -3,63 684 -3,67
2025-07-29 13F Rodgers & Associates, LTD 194.199 -0,30 16.870 9,00
2025-08-13 13F MONECO Advisors, LLC 33.929 46,52 2.947 60,16
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 4.405 -7,28 383 1,33
2025-08-05 13F Simplex Trading, Llc 19 0
2025-08-13 13F Townsquare Capital Llc 17.624 -81,27 1.531 -79,54
2025-08-13 13F IAG Wealth Partners, LLC 44.535 133,93 3.869 155,82
2025-08-15 13F CI Private Wealth, LLC 296.652 104,52 25.771 123,61
2025-08-14 13F Royal Bank Of Canada 82.464 0,70 7.163 10,08
2025-08-06 13F Legacy Wealth Managment, LLC/ID 273 0,00 24 9,52
2025-08-13 13F B&D White Capital Company, LLC 0 -100,00 0
2025-07-14 13F Lewis Asset Management, LLC 11.471 -0,11 996 9,21
2025-07-17 13F Tritonpoint Wealth, Llc 5.355 -4,72 465 4,26
2025-08-05 13F BEAM Asset Management, LLC 10.804 939
2025-08-19 13F Anchor Investment Management, LLC 426 0,00 37 12,12
2025-08-08 13F Creative Planning 32.810 -1,38 2.850 7,83
2025-07-29 13F Salomon & Ludwin, LLC 17.197 11,20 1.516 22,87
2025-08-14 13F Fmr Llc 8.903 6,61 773 16,59
2025-07-18 13F Centricity Wealth Management, LLC 300 0,00 26 13,04
2025-08-14 13F Arete Wealth Advisors, LLC 2.932 -24,51 0
2025-08-14 13F Connecticut Wealth Management, LLC 9.692 0,00 842 9,22
2025-07-24 13F Cyndeo Wealth Partners, LLC 8.151 -4,33 708 4,73
2025-08-04 13F Linscomb & Williams, Inc. 23.172 -4,85 2.013 3,98
2025-08-08 13F New England Capital Financial Advisors LLC 12.333 7,02 1.071 17,05
2025-07-22 13F Cedar Mountain Advisors, LLC 27 0,00 2 0,00
2025-07-29 13F Private Trust Co Na 2.105 -21,72 183 -14,55
2025-08-19 13F National Asset Management, Inc. 2.705 -13,44 235 -13,28
2025-07-10 13F Exchange Traded Concepts, Llc 135 12
2025-07-22 13F Keudell/Morrison Wealth Management 2.841 -19,04 247 -11,51
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-07-25 13F NorthRock Partners, LLC 1.069.712 4,69 92.926 14,45
2025-07-14 13F Park Avenue Securities Llc 0 -100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 3.418 -30,37 297 -24,10
2025-07-23 13F RMG Wealth Management LLC 27 2
2025-08-14 13F Financial Network Wealth Advisors LLC 5.356 -13,24 465 -5,10
2025-08-14 13F Mml Investors Services, Llc 51.729 5,63 4 33,33
2025-08-11 13F Wealthspire Advisors, LLC 12.800 -1,04 1.112 8,18
2025-08-12 13F Archer Investment Corp 28 0,00 2 0,00
2025-08-05 13F Key FInancial Inc 18.458 -0,17 1.603 9,12
2025-08-12 13F Mystic Asset Management, Inc. 7.100 -1,39 617 7,69
2025-07-08 13F/A Salem Investment Counselors Inc 6.000 0,00 521 9,45
2025-08-14 13F Acas, Llc 6.049 4,08 548 18,36
2025-08-15 13F/A Florida Financial Advisors, Llc 17.561 -19,31 1.547 -8,68
2025-05-12 13F Cooper Financial Group 0 -100,00 0
2025-08-05 13F Trail Ridge Investment Advisors, LLC 3.527 33,65 313 49,76
2025-08-12 13F LPL Financial LLC 1.799.016 -1,46 156.281 7,73
2025-08-14 13F Atomi Financial Group, Inc. 4.430 -0,02 385 9,09
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-07-22 13F Valeo Financial Advisors, LLC 2.399 208
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