ROBO - Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
US ˙ ARCA ˙ US3015057074

Statistiche di base
Proprietari istituzionali 213 total, 213 long only, 0 short only, 0 long/short - change of -0,93% MRQ
Allocazione media del portafoglio 0.0969 % - change of -28,48% MRQ
Azioni istituzionali (Long) 5.208.541 (ex 13D/G) - change of -1,53MM shares -22,67% MRQ
Valore istituzionale (Long) $ 296.887 USD ($1000)
Proprietà istituzionale e azionisti

Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (US:ROBO) ha 213 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 5,208,541 azioni. I maggiori azionisti includono UBS Group AG, Morgan Stanley, LPL Financial LLC, Fountainhead AM, LLC, Gray Foundation, Raymond James Financial Inc, Biltmore Family Office, LLC, CI Private Wealth, LLC, Royal Bank Of Canada, and Ameriprise Financial Inc .

(Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (ARCA:ROBO) 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 63,97 / share. Previously, on September 6, 2024, the share price was 51,69 / share. This represents an increase of 23,76% over that period.

ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index 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.

ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-12 13F Kimelman & Baird, LLC 401 0,00 24 15,00
2025-08-14 13F Jane Street Group, Llc 45.652 250,87 2.729 307,31
2025-04-23 13F Spirepoint Private Client, Llc 0 -100,00 0
2025-05-09 13F Sfmg, Llc 0 -100,00 0
2025-08-14 13F First Foundation Advisors 5.211 0,00 312 16,04
2025-08-04 13F Creative Financial Designs Inc /adv 5 0,00 0
2025-04-15 13F Noble Wealth Management PBC 680 106,06 35 94,44
2025-08-14 13F Wells Fargo & Company/mn 5.133 -14,68 307 -0,97
2025-08-05 13F Crestwood Advisors Group LLC 59.037 -4,40 3.529 10,97
2025-05-05 13F Migdal Insurance & Financial Holdings Ltd. 0 -100,00 0
2025-08-14 13F Stifel Financial Corp 29.691 17,58 1.775 36,46
2025-08-12 13F Park Square Financial Group, LLC 270 -15,36 16 0,00
2025-08-13 13F Cresset Asset Management, LLC 4.382 5,18 262 22,43
2025-08-11 13F Western Wealth Management, LLC 3.363 201
2025-04-01 13F Modus Advisors, LLC 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 2.500 -26,32 149 -14,37
2025-08-14 13F Royal Bank Of Canada 155.563 0,23 9.299 16,34
2025-07-14 13F CHICAGO TRUST Co NA 5.300 0,00 317 16,18
2025-08-14 13F Raymond James Financial Inc 203.455 -3,25 12.163 12,31
2025-07-21 13F Ntv Asset Management Llc 89.160 -1,92 5.330 13,84
2025-07-31 13F/A Avion Wealth 169 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 21.225 0,00 1.269 16,01
2025-08-12 13F Steward Partners Investment Advisory, Llc 2.628 0,00 157 16,30
2025-08-08 13F SBI Securities Co., Ltd. 776 4,86 46 21,05
2025-05-07 13F Hallmark Capital Management Inc 0 -100,00 0 -100,00
2025-07-16 13F Brown, Lisle/cummings, Inc. 117 0,00 7 0,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-07-08 13F Quintet Private Bank (Europe) S.A. 600 0,00 36 16,67
2025-08-12 13F Aspiring Ventures, LLC 7.500 0,00 448 13,99
2025-07-23 13F Joel Isaacson & Co., LLC 9.401 0,00 562 15,91
2025-07-30 13F Evermay Wealth Management Llc 1.010 0,00 60 15,38
2025-07-31 13F Oppenheimer & Co Inc 10.556 3,48 631 20,19
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 49.990 -34,13 3 -33,33
2025-05-12 13F Sandy Spring Bank 123 0,00 6 0,00
2025-08-13 13F Kilter Group LLC 76 5
2025-08-14 13F UBS Group AG 727.984 -12,96 43.519 1,04
2025-08-14 13F Citadel Advisors Llc Call 4.500 -31,82 269 -20,65
2025-08-14 13F Citadel Advisors Llc 29.627 -25,58 1.771 -13,61
2025-07-17 13F Wolff Wiese Magana Llc 125 0,00 7 16,67
2025-07-14 13F Toth Financial Advisory Corp 360 0,00 22 16,67
2025-07-28 13F Mutual Advisors, LLC 13.350 146,04 847 208,76
2025-08-08 13F Cetera Investment Advisers 53.412 -9,47 3.193 5,07
2025-08-14 13F Old Mission Capital Llc 42.128 424,63 2.518 509,69
2025-08-07 13F Winch Advisory Services, LLC 3.438 0,00 206 15,82
2025-07-14 13F AdvisorNet Financial, Inc 780 -66,82 47 -61,98
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-05 13F Bank of New York Mellon Corp 13.038 -0,03 779 16,10
2025-08-14 13F Fmr Llc 7.267 -8,04 434 6,90
2025-08-14 13F McIlrath & Eck, LLC 960 0,00 57 16,33
2025-08-13 13F Financial Freedom, LLC 6.996 -0,01 418 16,11
2025-07-25 13F Johnson Investment Counsel Inc 4.596 0,00 275 16,10
2025-07-21 13F Matauro, Llc 4.110 0,00 246 16,11
2025-07-29 13F Koshinski Asset Management, Inc. 4.290 256
2025-07-30 13F St. Johns Investment Management Company, LLC 0 -100,00 0
2025-08-07 13F Allworth Financial LP 649 56,39 39 90,00
2025-07-23 13F Objectivity Squared, LLC 9.674 0,00 578 25,93
2025-08-08 13F Glassman Wealth Services 30 0,00 2 0,00
2025-07-08 13F Zrc Wealth Management, Llc 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 46.922 -20,70 2.806 -7,94
2025-07-25 13F Cwm, Llc 3.609 0,00 0
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2025-08-14 13F CIBC World Markets Inc. 8.628 516
2025-04-17 13F Dynamic Advisor Solutions LLC 0 -100,00 0
2025-08-13 13F Scotia Capital Inc. 9.909 5,71 592 22,82
2025-05-14 13F TD Capital Management LLC 0 -100,00 0
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 4.506 0,00 269 15,95
2025-08-12 13F CIBC Private Wealth Group, LLC 247 0,00 15 40,00
2025-07-16 13F PFS Partners, LLC 600 0,00 36 16,67
2025-07-22 13F SOL Capital Management CO 9.610 -0,52 1
2025-08-07 13F Cahill Financial Advisors Inc 5.078 0,00 304 16,09
2025-07-24 13F Ronald Blue Trust, Inc. 2.988 0,00 179 16,34
2025-08-14 13F Peapack Gladstone Financial Corp 5.600 1,82 0
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-14 13F Hancock Prospecting Pty Ltd 21.793 0,00 1.303 16,04
2025-08-04 13F Gray Foundation 205.000 0,00 12.255 16,07
2025-08-07 13F Summit Asset Management, LLC 3.900 0,00 233 16,50
2025-07-22 13F Powell Investment Advisors, LLC 251 15
2025-08-12 13F Financial Advocates Investment Management 3.636 -15,17 217 -1,36
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-05-15 13F CAPROCK Group, Inc. 11.586 -1,81 597 -10,11
2025-08-14 13F Group One Trading, L.p. 163 0,00 10 12,50
2025-07-15 13F Main Street Group, LTD 2 0,00 0
2025-07-23 13F Vontobel Holding Ltd. 6.485 0,00 388 16,22
2025-07-10 13F Wedmont Private Capital 6.400 0,00 388 27,30
2025-07-25 13F M3 Advisory Group, LLC 3.552 212
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 34 0,00 2 100,00
2025-07-31 13F Washington Trust Advisors, Inc. 136 0,00 8 14,29
2025-08-12 13F Manchester Capital Management LLC 2.600 0,00 155 16,54
2025-08-12 13F Mustico Financial Group, Inc. 5.437 340
2025-07-08 13F Nbc Securities, Inc. 37 0,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 800 0,00 48 14,63
2025-07-29 13F Stratos Wealth Partners, LTD. 59.002 -3,34 3.527 12,22
2025-08-13 13F Capital Analysts, Inc. 200 0,00 0
2025-08-12 13F Coston, McIsaac & Partners 5 0
2025-07-24 13F IFP Advisors, Inc 336 -64,10 20 -58,33
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-05-29 13F/A Nova Wealth Management, Inc. 50 -45,65 3 -60,00
2025-08-12 13F RPG Investment Advisory, LLC 23.764 -51,14 1.421 -43,29
2025-08-13 13F Summit Financial, LLC 30.577 1.828
2025-08-05 13F Simplex Trading, Llc 0 -100,00 0
2025-08-13 13F Cerity Partners LLC 4.961 0,00 297 16,08
2025-07-28 13F Smart Portfolios, LLC 3.680 220
2025-08-12 13F Clearwater Capital Advisors, LLC 3.818 228
2025-07-17 13F Clay Northam Wealth Management, LLC 14.388 -4,32 860 11,11
2025-08-08 13F Hartland & Co., LLC 622 1.843,75 37 3.600,00
2025-08-14 13F Great Valley Advisor Group, Inc. 3.389 -19,54 203 -6,48
2025-08-14 13F Camden Capital, LLC 9.302 0,00 556 16,08
2025-07-18 13F Vigilare Wealth Management 3.667 219
2025-08-14 13F CoreCap Advisors, LLC 60 0,00 4 0,00
2025-07-30 13F Pacific Sun Financial Corp 38.095 -1,04 2.277 14,88
2025-08-11 13F Blue Bell Private Wealth Management, Llc 15 0,00 1
2025-08-04 13F Creekmur Asset Management LLC 1.456 -5,64 87 10,13
2025-08-14 13F/A Barclays Plc 3.500 -24,11 0
2025-07-21 13F Crews Bank & Trust 100 0,00 6 0,00
2025-07-18 13F Truist Financial Corp 6.329 60,35 378 86,21
2025-04-16 13F New Century Financial Group, LLC 0 -100,00 0
2025-08-13 13F Flow Traders U.s. Llc 34.674 -66,47 2 -60,00
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-08 13F Gts Securities Llc 4.883 292
2025-08-14 13F Bank Of America Corp /de/ 8.052 4,99 481 22,08
2025-08-13 13F Wealthquest Corp 0 -100,00 0 -100,00
2025-07-28 13F Harbour Investments, Inc. 2.945 -32,76 176 -21,78
2025-08-14 13F Millennium Management Llc 17.711 38,87 1.059 61,28
2025-08-14 13F/A Rockefeller Capital Management L.P. 14.574 6,47 871 23,72
2025-07-24 13F Blair William & Co/il 3.574 -39,40 214 -29,70
2025-07-21 13F Hilltop National Bank 0 -100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 81.857 -1,22 4.893 14,67
2025-08-04 13F Spire Wealth Management 9.277 -2,66 555 13,06
2025-08-19 13F Newbridge Financial Services Group, Inc. 151 0,00 9 28,57
2025-07-22 13F Valley National Advisers Inc 210 0,00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 323 0,00 19 18,75
2025-07-22 13F Cedar Mountain Advisors, LLC 211 0,00 13 20,00
2025-08-14 13F Banque Transatlantique SA 1.576 -38,87 93 -23,77
2025-07-10 13F Tompkins Financial Corp 0 -100,00 0
2025-08-04 13F Assetmark, Inc 74 4
2025-07-16 13F TOWER TRUST & INVESTMENT Co 325 0,00 19 18,75
2025-07-31 13F Ssa Swiss Advisors Ag 1.500 -53,56 95 -42,77
2025-07-24 13F Costello Asset Management, INC 325 0,00 19 18,75
2025-07-15 13F James J. Burns & Company, LLC 9.478 -10,35 567 4,04
2025-07-29 13F Primoris Wealth Advisors, Llc 0 -100,00 0
2025-08-01 13F Solstein Capital, LLC 1.175 0,00 70 16,67
2025-08-13 13F Russell Investments Group, Ltd. 96 0,00 6 25,00
2025-08-07 13F LOM Asset Management Ltd 550 0
2025-07-25 13F SPC Financial, Inc. 15.274 -1,99 913 13,84
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 3.406 0,00 204 16,00
2025-08-14 13F Colony Group, LLC 36.687 -0,56 2.193 15,42
2025-08-08 13F Larson Financial Group LLC 300 0,00 18 13,33
2025-07-09 13F Bank of New Hampshire 305 -10,29 18 5,88
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2025-08-05 13F Westside Investment Management, Inc. 100 0,00 6 0,00
2025-08-12 13F Atlas Capital Advisors Llc 0 -100,00 0
2025-07-18 13F Union Bancaire Privee, UBP SA 0 -100,00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 600 36
2025-08-15 13F Equitable Holdings, Inc. 13.223 4,52 790 21,35
2025-07-24 13F Us Bancorp \de\ 1.514 -35,24 91 -25,00
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 4.540 0,00 271 16,31
2025-08-06 13F New Millennium Group LLC 100 6
2025-08-15 13F Captrust Financial Advisors 22.778 6,38 1.362 23,50
2025-08-12 13F Bank OZK 23.979 -1,25 1.433 14,64
2025-08-14 13F Glen Eagle Advisors, LLC 60 0,00 4 0,00
2025-08-08 13F Wiser Advisor Group LLC 0 -100,00 0
2025-04-24 13F Crescent Grove Advisors, LLC 0 -100,00 0
2025-08-01 13F Brookwood Investment Group LLC 18.850 23,49 1.127 43,26
2025-08-14 13F D. E. Shaw & Co., Inc. 7.358 0,00 440 16,14
2025-08-06 13F Ethos Financial Group, LLC 4.237 0,00 253 16,06
2025-08-14 13F EP Wealth Advisors, Inc. 6.077 363
2025-08-15 13F Morgan Stanley 487.383 -6,28 29.136 8,79
2025-07-28 13F Duncker Streett & Co Inc 340 20
2025-08-11 13F TD Waterhouse Canada Inc. 2.620 0,00 156 16,42
2025-08-05 13F Carmel Capital Management L.L.C. 97.890 -0,08 5.852 15,98
2025-04-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 8.513 -0,53 509 15,45
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-07-09 13F Key Client Fiduciary Advisors, LLC 5.370 0,00 321 16,30
2025-08-15 13F CI Private Wealth, LLC 189.915 -1,95 11.353 13,83
2025-07-15 13F North Star Investment Management Corp. 4.350 0,00 260 16,07
2025-08-07 13F Resources Investment Advisors, LLC. 45.994 -4,42 2.750 10,94
2025-08-05 13F Huntington National Bank 31
2025-08-13 13F Beacon Pointe Advisors, LLC 40.036 -6,32 2.393 8,77
2025-07-16 13F Rainier Family Wealth Inc 23.229 1.389
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-08-08 13F Creative Planning 14.240 7,29 851 24,60
2025-08-11 13F HighTower Advisors, LLC 15.443 -1,83 923 13,95
2025-07-30 13F Pittenger & Anderson Inc 875 0,00 52 15,56
2025-08-11 13F Private Advisor Group, LLC 18.980 11,22 1.135 29,16
2025-07-31 13F Burke & Herbert Bank & Trust Co 17.831 -1,36 1.066 14,52
2025-08-12 13F SRS Capital Advisors, Inc. 380 0,00 23 15,79
2025-08-12 13F MAI Capital Management 1.290 0,00 77 16,67
2025-08-14 13F Federation des caisses Desjardins du Quebec 1.915 0,00 114 16,33
2025-08-14 13F Mml Investors Services, Llc 11.127 -18,19 1
2025-08-05 13F GPS Wealth Strategies Group, LLC 102 0,00 6 20,00
2025-07-16 13F Signaturefd, Llc 222 62,04 13 85,71
2025-08-15 13F Kestra Advisory Services, LLC 13.448 19,44 804 38,69
2025-08-01 13F GoalVest Advisory LLC 491 0,00 29 16,00
2025-08-14 13F Main Street Financial Solutions, LLC 22.073 0,56 1.320 16,73
2025-05-14 13F Smartleaf Asset Management LLC 0 -100,00 0
2025-08-05 13F American Institute for Advanced Investment Management, LLP 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 3.878 2,35 232 18,46
2025-08-01 13F Bessemer Group Inc 12.940 0,00 1
2025-08-14 13F GWM Advisors LLC 1.491 -76,85 89 -73,11
2025-04-21 13F Means Investment Co., Inc. 0 -100,00 0
2025-08-11 13F Principal Securities, Inc. 62.435 -37,92 3.732 -34,03
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-08-11 13F Anfield Capital Management, LLC 133 0,00 8 16,67
2025-07-07 13F Wilson & Boucher Capital Management, LLC 3.775 226
2025-08-11 13F FSA Wealth Management LLC 224 409,09 13 550,00
2025-08-14 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2025-07-17 13F Sound Income Strategies, LLC 39 -61,00 2 -60,00
2025-08-13 13F Fort Sheridan Advisors Llc 5.222 0,00 312 16,42
2025-08-08 13F Citizens Financial Group Inc/ri 5.102 0,00 305 16,03
2025-08-12 13F Prudential Plc 28.440 17,81 1.700 36,77
2025-07-17 13F BFI Infinity Ltd. 0 -100,00 0
2025-08-29 13F Total Investment Management Inc 1.100 66
2025-08-05 13F Fourth Dimension Wealth, LLC 64 0,00 4 0,00
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-12 13F LPL Financial LLC 300.655 4,09 17.973 20,83
2025-08-11 13F Citigroup Inc 40.120 -5,70 2.398 9,45
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Susquehanna International Group, Llp Call 18.300 306,67 1.094 373,16
2025-08-13 13F Greenwich Wealth Management LLC 7.939 0,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 123 7
2025-08-06 13F Commonwealth Equity Services, Llc 99.823 -5,36 6 0,00
2025-07-29 13F Curbstone Financial Management Corp 20.780 0,00 1.242 16,07
2025-08-07 13F CENTRAL TRUST Co 1.000 -6,98 60 7,27
2025-08-13 13F Safe Harbor Fiduciary, LLC 200 12
2025-07-14 13F UMA Financial Services, Inc. 1.250 0,00 75 15,63
2025-08-04 13F Pinnacle Associates Ltd 45.203 -8,30 2.702 6,46
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2025-07-18 13F PFG Investments, LLC 3.918 234
2025-08-14 13F IHT Wealth Management, LLC 9.397 -8,38 562 6,25
2025-07-31 13F AlTi Global, Inc. 5.665 0,00 339 16,15
2025-08-04 13F Roble, Belko & Company, Inc 87 0
2025-07-23 13F Bellevue Asset Management, Llc 517 0,00 31 15,38
2025-08-12 13F Jpmorgan Chase & Co 6.006 280,85 359 343,21
2025-08-14 13F Ameriprise Financial Inc 129.201 -9,03 7.724 5,59
2025-07-14 13F Pacifica Partners Inc. 158 0,00 9 28,57
2025-08-07 13F Flagship Wealth Advisors, Llc 188 0,00 11 22,22
2025-08-07 13F Fountainhead AM, LLC 262.578 -19,24 15.697 -6,26
2025-08-08 13F Fortis Group Advisors, LLC 502 0,00 30 20,00
2025-08-19 13F Anchor Investment Management, LLC 50 0,00 3 0,00
2025-07-07 13F Trust Co 79 -1,25 5 0,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 88.367 -7,92 5.283 6,88
2025-07-22 13F Berkshire Money Management, Inc. 575 34
2025-07-22 13F USAdvisors Wealth Management, LLC 0 -100,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 10.470 -26,85 626 -15,20
2025-08-18 13F/A National Bank Of Canada /fi/ 77.541 -0,72 4.626 14,99
2025-04-23 13F Perigon Wealth Management, LLC 0 -100,00 0
2025-07-29 13F Creekside Partners 7.110 0,00 425 16,12
2025-08-01 13F Biltmore Family Office, LLC 201.327 -1,07 12.035 14,84
2025-07-21 13F Ameritas Advisory Services, LLC 194 12
2025-08-13 13F Baird Financial Group, Inc. 6.370 -15,10 381 -1,55
2025-08-13 13F Solutions 4 Wealth, Ltd 18.024 3,15 1.077 19,80
2025-08-14 13F Comerica Bank 4.815 0,04 288 16,19
2025-08-01 13F Envestnet Asset Management Inc 97.458 7,02 5.826 24,22
2025-07-08 13F Silverleafe Capital Partners, LLC 0 -100,00 0
2025-08-14 13F Humankind Investments LLC 41.500 0,00 2.481 16,05
2025-04-09 13F Fiduciary Alliance LLC 0 -100,00 0
2025-08-14 13F Mariner, LLC 3.909 -0,41 234 15,35
Other Listings
MX:ROBO
GB:0IJH
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista