Verken investeerders in deze markten
Basisstatistieken
| Institutionele eigenaren | 172 total, 172 long only, 0 short only, 0 long/short - change of -2,82% MRQ |
| Gemiddelde portefeuilleallocatie | 0.1206 % - change of -31,31% MRQ |
| Institutionele aandelen (long) | 7.263.624 (ex 13D/G) - change of -0,79MM shares -9,76% MRQ |
| Institutionele waarde (long) | $ 406.783 USD ($1000) |
Overzicht van institutionele activiteit
Gebaseerd op de meest recente gerapporteerde en openbaar gemaakte 13F-, NPORT- en 'beneficial ownership'-meldingen. Meldingen bij toezichthouders kennen vertraging; deze cijfers weerspiegelen daarom die rapportagevertraging en geven geen realtime eigendomssituatie weer.
Eigendomsstroom
Kopers Toename 86
Verkopers Afname 50
Ongewijzigd36
Nieuw gemeld24
Uitgestapt / niet langer gerapporteerd41
Netto wijziging in aandelen
Afname
-281,535
Netto waarde gewijzigd
Afname
-33,194,955.13
Nieuw / Uitgestapt
Nieuw gemeld24
Nieuwe aandelen604,029
Nieuwe waarde33,669.64
Uitgestapt / niet langer gerapporteerd41
Eerdere aandelen afgestoten1,080,182
Eerdere waarde verlaten33,184,892.00
Concentratie
Totaal aantal bekendgemaakte aandelen7,263,624
Hoogste 5-concentratie37,13%
Hoogste 10-concentratie54,66%
Op basis van openbaar gemaakte aandelen.
Frisheid bij het archiveren
Datum van het meest recente rapportJ 30
Datum van het meest recente bestandS 04
Gemiddelde rapportagevertraging
35 dagen
Inactieve houders0
Nieuwe indieningen100,00%
Geen nieuwere indiening in meer dan 180 dagen
'Stale' betekent dat er geen recentere indiening voor de houder is waargenomen.
Uitsplitsing naar bron
| Bron | Eigenaren | Aandelen | Waarde | % Aandelen |
|---|---|---|---|---|
| 13F-instellingen | 212 | 7,263,301 | 406,841.54 | 100,00% |
| NPORT-fondsen | 1 | 323 | 20.33 | 0,00% |
13F: kwartaaloverzichten van institutionele belangen. NPORT: portefeuillegegevens van fondsen. Activistisch (13D/G): meldingen van uiteindelijke eigendom boven 5%.
Gerapporteerde blootstelling van institutionele beleggers aan opties
Geen gerapporteerde optieposities.
Institutioneel eigendom en aandeelhouders
iShares Trust - iShares North American Natural Resources ETF (US:IGE) heeft 172 institutionele eigenaren en aandeelhouders die 13D/G- of 13F-formulieren hebben ingediend bij de Securities and Exchange Commission (SEC). Deze instellingen houden in totaal 7,263,624 aandelen. Tot de grootste aandeelhouders behoren Bank Of America Corp /de/, Morgan Stanley, Citizens & Northern Corp, Goldman Sachs Group Inc, Cwm, Llc, LPL Financial LLC, Wealthcare Advisory Partners LLC, Two Sigma Investments, Lp, Royal Bank Of Canada, and Ameriprise Financial Inc .
iShares Trust - iShares North American Natural Resources ETF (BATS:IGE) institutionele eigenaarschap-structuur toont de huidige posities van instellingen en fondsen in het bedrijf, evenals de laatste veranderingen in de omvang van de posities. Grootaandeelhouders kunnen individuele beleggers, beleggingsfondsen, hedgefondsen of instellingen zijn. Schedule 13D geeft aan dat de investeerder meer dan 5% van het bedrijf bezit (of bezat) en van plan is (of was) om actief een verandering in de bedrijfsstrategie na te streven. Schedule 13G geeft een passieve investering van meer dan 5% aan.
The share price as of September 4, 2026 is 66,02 / share. Previously, on September 8, 2025, the share price was 47,42 / share. This represents an increase of 39,22% over that period.
Fondssentimentscore
De Fund Sentiment Score (voorheen Ownership Accumulation Score) identificeert de aandelen die het meest door fondsen worden aangekocht. De score komt voort uit een geavanceerd, kwantitatief model met meerdere factoren dat bedrijven aanwijst met de hoogste mate van institutionele accumulatie. Het model maakt gebruik van een combinatie van de totale toename van het aantal bekende eigenaren, wijzigingen in de portefeuilleallocaties van deze eigenaren en andere statistieken. De score varieert van 0 tot 100, waarbij hogere waarden wijzen op een hogere mate van accumulatie ten opzichte van vergelijkbare bedrijven, en 50 het gemiddelde vertegenwoordigt.
Updatefrequentie: Dagelijks
Raadpleeg Ownership Explorer, dat een lijst biedt van de hoogst genoteerde bedrijven.
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Put/call-ratio voor institutionele beleggers
Naast het rapporteren van standaard vermogen en schuld moeten instellingen met meer dan 100MM beheerd vermogen ook hun bezit aan put- en callopties bekendmaken. Omdat putopties over het algemeen duiden op een negatief sentiment en callopties op een positief sentiment, kunnen we een idee krijgen van het algehele institutionele sentiment door de verhouding tussen puts en calls uit te zetten. De grafiek rechts toont de historische put/call-verhouding voor dit instrument.
Het gebruik van de put/call-ratio als indicator voor het beleggerssentiment lost een van de belangrijkste tekortkomingen op van het gebruik van het totale institutionele bezit: het feit dat een aanzienlijk deel van het beheerde vermogen passief wordt belegd om indices te volgen. Aangezien passief beheerde fondsen doorgaans geen opties kopen, weerspiegelt de put/call-ratio nauwer het sentiment van actief beheerde fondsen.
13F- en NPORT-meldingen
Details over 13F-meldingen zijn gratis. Voor details over NP-meldingen is een premium-lidmaatschap vereist. Groene rijen geven nieuwe posities aan. Rode rijen geven gesloten posities aan. Klik op de link of het pictogram om de volledige transactiegeschiedenis te bekijken.
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.
| Bestandsdatum | Bron | Investeerder | Type | Gemiddelde prijs (geschat) |
Aandelen | Δ Aandelen (%) |
Gerapporteerde Waarde ($1000) |
Δ Waarde (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | 13F | Windward Private Wealth Management Inc. | 35.116 | -2,54 | 1.973 | -13,01 | ||||
| 2026-08-14 | 13F | Destination Wealth Management | 3.995 | 0,00 | 224 | -10,76 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 273.711 | 0,71 | 15.377 | -10,10 | ||||
| 2026-07-24 | 13F | XML Financial, LLC | 14.105 | 5,50 | 792 | -5,83 | ||||
| 2026-07-31 | 13F | Founders Financial Securities Llc | 4.500 | 0,00 | 253 | -9,35 | ||||
| 2026-07-20 | 13F | Harmony Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-16 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-06 | 13F | Zeit Capital LLC | 45.953 | 0,12 | 2.582 | -10,63 | ||||
| 2026-08-11 | 13F | Stratos Wealth Partners, LTD. | 4.121 | 232 | ||||||
| 2026-08-05 | 13F | Parallel Advisors, LLC | 2.159 | 115,68 | 121 | 142,00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 28.924 | -1,97 | 1.625 | -12,55 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 180.049 | 3,65 | 10.115 | -7,48 | ||||
| 2026-08-20 | 13F | Rehmann Capital Advisory Group | 5.749 | 0,09 | 323 | -10,53 | ||||
| 2026-08-11 | 13F | Tower Research Capital LLC (TRC) | 14.861 | 835 | ||||||
| 2026-07-01 | 13F | CX Institutional | 6.385 | -7,41 | 0 | |||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 34.452 | 10,41 | 1.936 | -1,48 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-16 | 13F | PFG Advisors | 8.701 | 11,90 | 489 | -0,20 | ||||
| 2026-07-27 | 13F | Westside Investment Management, Inc. | 11.805 | 0,00 | 663 | -10,53 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 7.078 | 9,92 | 445 | 37,77 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 0 | -100,00 | 0 | |||||
| 2026-08-11 | 13F | Blair William & Co/il | 638 | -33,89 | 36 | -41,67 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 122.526 | -37,34 | 6.884 | -44,07 | ||||
| 2026-08-14 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 14.322 | 0,76 | 805 | -10,07 | ||||
| 2026-08-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-23 | 13F | Kesler, Norman & Wride, LLC | 10.967 | 0,15 | 616 | -10,60 | ||||
| 2026-08-07 | 13F | Sigma Planning Corp | 4.762 | 0,02 | 268 | -10,70 | ||||
| 2026-08-14 | 13F | Two Sigma Investments, Lp | 254.900 | 14.320 | ||||||
| 2026-08-06 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-09 | 13F | Wealthcare Capital Management Llc | 8.471 | 28,31 | 476 | 14,46 | ||||
| 2026-07-15 | 13F | Spire Wealth Management | 949 | 0,00 | 53 | -10,17 | ||||
| 2026-07-09 | 13F | Seacrest Wealth Management, Llc | 8.020 | 9,83 | 451 | -1,96 | ||||
| 2026-08-14 | 13F | MAI Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 246.691 | -7,53 | 13.859 | -17,47 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 1.450 | 0,00 | 81 | -10,99 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 510 | 0,00 | 29 | -12,50 | ||||
| 2026-07-24 | 13F | Signaturefd, Llc | 303 | 0,66 | 17 | -5,56 | ||||
| 2026-08-12 | 13F | Integrated Wealth Concepts LLC | 309 | 17 | ||||||
| 2026-07-31 | 13F | Zions Bancorporation, National Association /ut/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-28 | 13F | Nikulski Financial, Inc. | 13.310 | 748 | ||||||
| 2026-08-06 | 13F | Tyche Wealth Partners LLC | 4.117 | 0,05 | 231 | -10,47 | ||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 52.114 | -8,08 | 2.928 | -17,97 | ||||
| 2026-08-17 | 13F | Nalls Sherbakoff Group, Llc | 900 | -14,29 | 51 | -24,24 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-29 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F/A | GFS Advisors, LLC | 8.588 | -1,26 | 2.061 | 276,78 | ||||
| 2026-07-23 | 13F | Courage Miller Partners, LLC | 55.580 | 1,01 | 3.123 | -9,85 | ||||
| 2026-08-10 | 13F | Regions Financial Corp | 6.089 | 0,00 | 342 | -10,70 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 73.035 | 25,85 | 4.103 | 12,35 | ||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 18.545 | -33,57 | 1.042 | -40,75 | ||||
| 2026-08-03 | 13F | Jennison Associates Llc | 51.365 | 478,96 | 2.886 | 417,03 | ||||
| 2026-08-13 | 13F | Creative Planning | 9.067 | 7,26 | 509 | -4,32 | ||||
| 2026-07-28 | 13F | Sowa Financial Group, Inc. | 21.171 | -10,20 | 1 | 0,00 | ||||
| 2026-08-13 | 13F | Sanctuary Advisors, LLC | 19.771 | 41,53 | 1.111 | 26,28 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | Asset Management Group, Inc. | 24.003 | -7,09 | 1.348 | -17,10 | ||||
| 2026-08-14 | 13F | Aqr Capital Management Llc | 24.590 | 13,29 | 1.381 | 1,10 | ||||
| 2026-08-14 | 13F | Goldman Sachs Group Inc | 358.112 | 31,63 | 20.119 | 17,49 | ||||
| 2026-07-10 | 13F | West Branch Capital LLC | 146 | 0,00 | 8 | -11,11 | ||||
| 2026-07-23 | 13F | Nations Financial Group Inc, /ia/ /adv | 27.949 | -1,21 | 1.570 | -11,80 | ||||
| 2026-08-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-05 | 13F | HighPoint Advisor Group LLC | 14.857 | -2,32 | 835 | -12,85 | ||||
| 2026-08-14 | 13F | Ameritas Advisory Services, LLC | 9.299 | -6,98 | 522 | -17,01 | ||||
| 2026-07-06 | 13F | MJT & Associates Financial Advisory Group, Inc. | 400 | 0,00 | 22 | -12,00 | ||||
| 2026-08-14 | 13F | KKM Financial LLC | 13.082 | 132,32 | 735 | 160,28 | ||||
| 2026-08-05 | 13F | Midwest Professional Planners, LTD. | 0 | -100,00 | 0 | |||||
| 2026-07-28 | 13F | Private Trust Co Na | 159 | 9 | ||||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 1.616 | 417,95 | 91 | 373,68 | ||||
| 2026-07-16 | 13F | HBW Advisory Services LLC | 9.529 | -1,12 | 535 | -11,72 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-08-05 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Qube Research & Technologies Ltd | 112.693 | 6.331 | ||||||
| 2026-07-09 | 13F | Wealthcare Capital Partners, LLC | 35.583 | 3,39 | 1.999 | -7,71 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-22 | 13F | Monument Capital Management | 0 | -100,00 | 0 | |||||
| 2026-07-27 | 13F | Whittier Trust Co Of Nevada Inc | 60 | 0,00 | 3 | 0,00 | ||||
| 2026-07-24 | 13F | Key FInancial Inc | 202 | 0,00 | 11 | -8,33 | ||||
| 2026-08-06 | 13F | Breakwater Investment Management | 255 | 0,00 | 14 | -12,50 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-11 | 13F | Regatta Research & Money Management | 553 | 31 | ||||||
| 2026-07-15 | 13F | Fifth Third Securities, Inc. | 3.716 | 6,87 | 209 | -4,59 | ||||
| 2026-08-03 | 13F | Outlook Wealth Advisors, LLC | 19.483 | 6,63 | 1.095 | -4,87 | ||||
| 2026-08-13 | 13F | Horizon Investments, LLC | 387 | -50,00 | 22 | -56,25 | ||||
| 2026-08-13 | 13F | CIBC World Markets Inc. | 22.159 | -1,35 | 1.245 | -11,96 | ||||
| 2026-07-22 | 13F | Mesirow Financial Investment Management, Inc. | 6.189 | -50,00 | 348 | -55,46 | ||||
| 2026-07-24 | 13F | Barnes Wealth Management Group, Inc | 5.422 | -2,15 | 305 | -12,64 | ||||
| 2026-08-05 | 13F | Beacon Financial Advisory LLC | 4.316 | 0,16 | 242 | -10,70 | ||||
| 2026-08-06 | 13F | Hartland & Co., LLC | 6.500 | 365 | ||||||
| 2026-07-20 | 13F | Guidance Capital, Inc | 32.498 | 10,82 | 1.887 | 4,02 | ||||
| 2026-08-04 | 13F | New England Private Wealth Advisors LLC | 6.712 | 0,51 | 377 | -10,24 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 7.473 | -0,20 | 420 | -11,04 | ||||
| 2026-07-15 | 13F | Secure Asset Management, LLC | 7.725 | 434 | ||||||
| 2026-08-12 | 13F | Smartleaf Asset Management LLC | 50 | 0,00 | 3 | -33,33 | ||||
| 2026-07-09 | 13F | Wealthcare Advisory Partners LLC | 261.750 | 13,77 | 14.705 | 1,55 | ||||
| 2026-07-23 | 13F | Family Investment Center, Inc. | 18.137 | 10,37 | 1.019 | -1,55 | ||||
| 2026-07-20 | 13F | Farmers & Merchants Investments Inc | 1.311 | 0,00 | 74 | -10,98 | ||||
| 2026-07-08 | 13F | Cooper Financial Group | 22.598 | 2,37 | 1.270 | -8,64 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 101.905 | -25,23 | 5.725 | -33,26 | ||||
| 2026-07-29 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | Prime Buchholz LLC | 15.420 | 0,00 | 866 | -10,72 | ||||
| 2026-08-06 | 13F | AlphaCore Capital LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 4.011 | 225 | ||||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 12.631 | -27,47 | 710 | -35,31 | ||||
| 2026-08-14 | 13F | Brinker Capital Investments, LLC | 8.084 | 0,00 | 454 | -10,63 | ||||
| 2026-08-06 | 13F | Continuum Advisory, LLC | 942 | 53 | ||||||
| 2026-08-13 | 13F | Ameritas Investment Partners, Inc. | 154.661 | 1,55 | 8.689 | -9,36 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 31.810 | -7,00 | 1.798 | -15,83 | ||||
| 2026-07-21 | 13F | SOA Wealth Advisors, LLC. | 66 | 0,00 | 4 | -25,00 | ||||
| 2026-07-21 | 13F | Leavell Investment Management, Inc. | 24.830 | 35,17 | 1.395 | 20,59 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 8.296 | -69,57 | 466 | -65,94 | ||||
| 2026-07-15 | 13F | Prospera Financial Services Inc | 4.265 | -3,77 | 240 | -14,34 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 8.787 | -5,17 | 0 | |||||
| 2026-07-08 | 13F | Beacon Investment Advisory Services, Inc. | 2.210 | 0,00 | 124 | -10,79 | ||||
| 2026-08-11 | 13F | Wealthspire Advisors, LLC | 3.780 | 0,00 | 212 | -10,55 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 4.204 | -39,19 | 236 | -45,75 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 31.147 | 798,38 | 1.750 | 702,29 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-07-27 | 13F | Whittier Trust Co | 415 | 23 | ||||||
| 2026-08-14 | 13F | D. E. Shaw & Co., Inc. | 25.353 | 1.424 | ||||||
| 2026-07-16 | 13F | Courier Capital Llc | 9.705 | 0,00 | 545 | -10,66 | ||||
| 2026-07-28 | 13F | Atria Investments Llc | 8.727 | 490 | ||||||
| 2026-08-12 | 13F | Bessemer Group Inc | 40 | 0,00 | 0 | |||||
| 2026-08-03 | 13F | Sagespring Wealth Partners, Llc | 4.356 | 0,00 | 245 | -10,95 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 16.483 | -1,07 | 1 | -100,00 | ||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 9.059 | -1,79 | 517 | -11,19 | ||||
| 2026-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15.112 | 4,15 | 853 | -6,57 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | 43.045 | 175,77 | 2.418 | 146,23 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 203.193 | -6,75 | 11.415 | -16,76 | ||||
| 2026-08-12 | 13F | Baird Financial Group, Inc. | 3.900 | -4,88 | 219 | -15,12 | ||||
| 2026-07-27 | 13F | Peterson Wealth Services | 431 | 0,00 | 24 | -11,11 | ||||
| 2026-08-14 | 13F | Pure Financial Advisors, Inc. | 105.750 | 0,02 | 5.941 | -10,72 | ||||
| 2026-07-27 | 13F | TD Waterhouse Canada Inc. | 5.275 | 8,65 | 296 | -1,66 | ||||
| 2026-09-02 | 13F/A | Allianz Asset Management GmbH | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-28 | 13F | Creative Financial Designs Inc /adv | 448 | 0,00 | 25 | -10,71 | ||||
| 2026-08-05 | 13F | Meridian Wealth Management, LLC | 5.400 | 0,00 | 303 | -10,62 | ||||
| 2026-08-04 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-17 | 13F | Citizens & Northern Corp | 427.918 | -8,91 | 24.040 | -18,69 | ||||
| 2026-08-13 | 13F | Operose Advisors LLC | 3.000 | 0,00 | 169 | -10,64 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 17.410 | -24,62 | 978 | -32,69 | ||||
| 2026-07-27 | 13F | Catherine Avery Investment Management LLC | 254 | 14 | ||||||
| 2026-07-09 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-09-04 | 13F | Parkside Financial Bank & Trust | 29.607 | 3,11 | 1.663 | -7,97 | ||||
| 2026-08-11 | 13F | Ieq Capital, Llc | 18.557 | -48,72 | 1.043 | -54,24 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 32.494 | 8,01 | 1.826 | -3,59 | ||||
| 2026-08-11 | 13F | Sound View Wealth Advisors Group, LLC | 3.752 | 0,00 | 211 | -11,02 | ||||
| 2026-08-04 | 13F | Bellevue Asset Management, Llc | 275 | 0,73 | 15 | -11,76 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 317.295 | 15,89 | 19.971 | 153.515,38 | ||||
| 2026-08-06 | 13F | Valmark Advisers, Inc. | 15.943 | 0,02 | 896 | -10,77 | ||||
| 2026-08-11 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-05 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-20 | 13F | Arkansas Financial Group, Inc. | 29.175 | 1,09 | 1.639 | -8,89 | ||||
| 2026-08-10 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Mezzasalma Advisors, LLC | 8.885 | 0,51 | 499 | -10,25 | ||||
| 2026-07-06 | 13F | CoreCap Advisors, LLC | 50 | 0,00 | 3 | -33,33 | ||||
| 2026-07-13 | 13F | Main Street Group, LTD | 330 | 0,00 | 19 | -10,00 | ||||
| 2026-08-11 | 13F | Godfrey Financial Associates, Inc. | 70 | 0,00 | 4 | -25,00 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 236.243 | 1.223,42 | 13.270 | 1.081,66 | ||||
| 2026-08-06 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | United Capital Financial Advisers, Llc | 7.583 | 0,00 | 426 | -10,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.142 | 0,44 | 0 | |||||
| 2026-08-12 | 13F | Brown Brothers Harriman & Co | 185 | 10 | ||||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 154.027 | -20,56 | 8.653 | -29,09 | ||||
| 2026-08-03 | 13F | Phillips Financial Management, Llc | 17.424 | -1,20 | 979 | -11,89 | ||||
| 2026-07-30 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 19.260 | 47,76 | 1.212 | 85,32 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-31 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 4.811 | 11,68 | 276 | 2,61 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-13 | 13F | Morgan Stanley | 792.391 | -28,69 | 44.517 | -36,35 | ||||
| 2026-07-07 | 13F | Clune & Associates, Ltd. | 104.309 | 7,58 | 5.860 | -3,97 | ||||
| 2026-08-13 | 13F | Fmr Llc | 6.077 | 4,83 | 341 | -6,32 | ||||
| 2026-08-11 | 13F | Allworth Financial LP | 1.436 | 0,21 | 81 | -11,11 | ||||
| 2026-07-24 | 13F | D.a. Davidson & Co. | 120.095 | -1,70 | 6.747 | -12,26 | ||||
| 2026-08-14 | 13F | Q3 Asset Management | 19.948 | -27,86 | 1 | 0,00 | ||||
| 2026-08-14 | 13F | Delos Wealth Advisors, LLC | 100 | 6 | ||||||
| 2026-08-04 | 13F | Rsm Us Wealth Management Llc | 4.297 | 241 | ||||||
| 2026-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-08-06 | 13F | Global Retirement Partners, LLC | 2.990 | -34,64 | 168 | -27,07 | ||||
| 2026-08-14 | 13F | Hrt Financial Lp | 4.719 | 0 | ||||||
| 2026-08-14 | 13F | Gotham Asset Management, LLC | 6.070 | 6,51 | 341 | -4,75 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 27.109 | -2,46 | 1.523 | -12,98 | ||||
| 2026-07-31 | 13F | Interactive Financial Advisors | 7.365 | 6,80 | 378 | -12,90 | ||||
| 2026-08-10 | 13F | SRS Capital Advisors, Inc. | 910 | 100,00 | 51 | 82,14 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 20.579 | -0,66 | 1.156 | -11,28 | ||||
| 2026-07-31 | 13F | CENTRAL TRUST Co | 51 | -67,72 | 3 | -77,78 | ||||
| 2026-07-16 | 13F | Crews Bank & Trust | 720 | 0,00 | 40 | -11,11 | ||||
| 2026-08-03 | 13F | AE Wealth Management LLC | 62 | 0,00 | 3 | 0,00 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 10.658 | 599 | ||||||
| 2026-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 323 | 325,00 | 20 | 566,67 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-11 | 13F | Chicago Wealth Management, Inc. | 109.862 | 6.172 | ||||||
| 2026-08-12 | 13F | EP Wealth Advisors, Inc. | 1.840 | -49,99 | 103 | -55,41 | ||||
| 2026-08-13 | 13F | UBS Group AG | 88.043 | -47,76 | 4.946 | -53,37 | ||||
| 2026-08-12 | 13F | Colony Group, LLC | 11.095 | 0,36 | 623 | 12,45 | ||||
| 2026-08-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-15 | 13F | Sachetta, LLC | 38.087 | -3,94 | 2.140 | -14,27 | ||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 17.780 | -4,20 | 999 | -14,55 | ||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 801.288 | -19,76 | 45.016 | -28,38 | ||||
| 2026-07-28 | 13F | Angeles Wealth Management, Llc | 205 | 0,00 | 12 | -8,33 | ||||
| 2026-08-10 | 13F | Arkadios Wealth Advisors | 31.478 | 3,70 | 1.768 | -7,43 | ||||
| 2026-08-10 | 13F | Vise Technologies, Inc. | 5.453 | 306 | ||||||
| 2026-08-14 | 13F | XTX Topco Ltd | 13.922 | 782 | ||||||
| 2026-08-14 | 13F | Regal Investment Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-07 | 13F | American Wealth Advisors, LLC | 31.803 | -0,58 | 1.787 | -11,28 | ||||
| 2026-08-14 | 13F | Flow Traders U.s. Llc | 13.354 | 0,01 | 1 | |||||
| 2026-07-20 | 13F | UMA Financial Services, Inc. | 66 | 0,00 | 4 | -25,00 |
