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.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | 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 |