Verken investeerders in deze markten
Basisstatistieken
| Institutionele eigenaren | 205 total, 205 long only, 0 short only, 0 long/short - change of 3,00% MRQ |
| Gemiddelde portefeuilleallocatie | 0.2395 % - change of -17,99% MRQ |
| Institutionele aandelen (long) | 10.420.069 (ex 13D/G) - change of -1,83MM shares -14,96% MRQ |
| Institutionele waarde (long) | $ 976.024 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.
| Bron | Eigenaren | Aandelen | Waarde | % Aandelen |
|---|---|---|---|---|
| 13F-instellingen | 233 | 10,412,605 | 975,598.03 | 99,93% |
| NPORT-fondsen | 1 | 7,464 | 622.72 | 0,07% |
Geen gerapporteerde optieposities.
Institutioneel eigendom en aandeelhouders
iShares Trust - iShares Morningstar Mid-Cap ETF (US:IMCB) heeft 205 institutionele eigenaren en aandeelhouders die 13D/G- of 13F-formulieren hebben ingediend bij de Securities and Exchange Commission (SEC). Deze instellingen houden in totaal 10,420,069 aandelen. Tot de grootste aandeelhouders behoren HighTower Advisors, LLC, UBS Group AG, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Means Investment Co., Inc., Aptus Capital Advisors, LLC, Cetera Investment Advisers, Sunburst Financial Group, LLC, and Creative Financial Designs Inc /adv .
iShares Trust - iShares Morningstar Mid-Cap ETF (ARCA:IMCB) 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 98,80 / share. Previously, on September 8, 2025, the share price was 82,58 / share. This represents an increase of 19,64% 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.
AI+ Stel de vraag aan de community
Je vraag wordt openbaar geplaatst voor de community. Voor door AI gegenereerde antwoorden is een betaald abonnement vereist.
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.
Upgrade
om premium data te ontgrendelen en naar Excel te exporteren
.
| Bestandsdatum | Bron | Investeerder | Type | Gemiddelde prijs (geschat) |
Aandelen | Δ Aandelen (%) |
Gerapporteerde Waarde ($1000) |
Δ Waarde (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-28 | 13F | Wedbush Securities Inc | 2.224 | 0 | ||||||
| 2026-08-11 | 13F | Stratos Wealth Partners, LTD. | 203.531 | 8,27 | 19.653 | 25,31 | ||||
| 2026-07-08 | 13F | Sunburst Financial Group, LLC | 241.685 | 9,53 | 23.337 | 26,78 | ||||
| 2026-08-07 | 13F | Diversify Advisory Services, LLC | 8.161 | 794 | ||||||
| 2026-07-06 | 13F | Pps&v Asset Management Consultants, Inc. | 3.292 | -3,18 | 318 | 12,01 | ||||
| 2026-07-09 | 13F | Matrix Trust Co | 191.562 | 0,93 | 18 | 20,00 | ||||
| 2026-07-30 | 13F | Carnegie Capital Asset Management, LLC | 68.570 | 13,66 | 6.621 | 31,55 | ||||
| 2026-07-24 | 13F | Kaydan Wealth Management, Inc. | 5.392 | 0,00 | 521 | 15,81 | ||||
| 2026-07-20 | 13F | Goldstein Advisors, LLC | 38.426 | 1,69 | 3.710 | 17,70 | ||||
| 2026-08-11 | 13F | VestGen Advisors, LLC | 13.224 | -9,01 | 1.277 | -3,41 | ||||
| 2026-08-14 | 13F | Means Investment Co., Inc. | 407.204 | -5,83 | 39.320 | 8,99 | ||||
| 2026-08-06 | 13F | Clearwater Capital Advisors, LLC | 3.446 | 0,00 | 333 | 15,68 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.825 | 0,00 | 319 | 0,95 | ||||
| 2026-07-22 | 13F | Miracle Mile Advisors, LLC | 8.067 | -8,15 | 779 | 6,28 | ||||
| 2026-07-13 | 13F | Lawood & Co | 6.736 | 0,00 | 650 | 15,86 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 5.442 | -1,82 | 525 | 13,64 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 8.944 | 0,00 | 864 | 15,68 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 4.381 | 1,88 | 423 | 18,16 | ||||
| 2026-07-17 | 13F | Marshall Financial Group LLC | 4.763 | -1,02 | 460 | 14,46 | ||||
| 2026-07-08 | 13F | Apella Capital, LLC | 11.532 | 0,00 | 1.118 | 8,23 | ||||
| 2026-07-27 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-07-21 | 13F | Nbc Securities, Inc. | 122 | 0,00 | 12 | 10,00 | ||||
| 2026-08-12 | 13F | Pitti Group Wealth Management, LLC | 17.876 | 1,14 | 1.726 | 17,10 | ||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 109.011 | -3,83 | 10.526 | 11,32 | ||||
| 2026-07-24 | 13F | Signaturefd, Llc | 1.755 | 0,86 | 169 | 16,55 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-06 | 13F | Plante Moran Financial Advisors, LLC | 1.675 | 0,00 | 162 | 15,83 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 81.961 | 1,06 | 7.913 | 16,94 | ||||
| 2026-08-14 | 13F | Matrix Private Capital Group Llc | 2.674 | 0,07 | 258 | 16,22 | ||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 242.800 | 0,85 | 23.445 | 16,72 | ||||
| 2026-08-13 | 13F | Hilltop Holdings Inc. | 7.953 | 0,00 | 768 | 15,69 | ||||
| 2026-07-01 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | NFP Retirement, Inc. | 4.803 | 0,00 | 464 | 15,75 | ||||
| 2026-07-24 | 13F | Barrett & Company, Inc. | 3.260 | 0,31 | 315 | 15,87 | ||||
| 2026-08-11 | 13F | Private Wealth Asset Management, LLC | 795 | -36,14 | 77 | -26,21 | ||||
| 2026-08-11 | 13F/A | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-11 | 13F | SNS Financial Group, LLC | 7.536 | 728 | ||||||
| 2026-07-27 | 13F | Opulen Financial Group LLC | 9.205 | -0,09 | 889 | 15,63 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.606 | 134 | ||||||
| 2026-08-14 | 13F | MAI Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 5.216 | 2,50 | 504 | 18,63 | ||||
| 2026-07-23 | 13F | Northwest Wealth Advisors, LLC | 163.319 | 14,12 | 15.770 | 32,08 | ||||
| 2026-07-27 | 13F | Westside Investment Management, Inc. | 179 | 0,00 | 17 | 21,43 | ||||
| 2026-07-21 | 13F | Laurel Oak Wealth Management, Llc | 2.679 | 0,04 | 259 | 15,70 | ||||
| 2026-08-13 | 13F | Ubs Asset Management Americas Inc | 520 | 0,00 | 50 | 16,28 | ||||
| 2026-07-28 | 13F | Steele Capital Management, Inc. | 193.311 | 0,92 | 18.666 | 16,81 | ||||
| 2026-07-29 | 13F | Robertson Stephens Wealth Management, LLC | 3.560 | 0,00 | 344 | 15,49 | ||||
| 2026-08-13 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-21 | 13F | J.w. Cole Advisors, Inc. | 13.515 | 1.305 | ||||||
| 2026-07-30 | 13F | Asset Dedication, LLC | 42 | 0,00 | 4 | 33,33 | ||||
| 2026-08-18 | 13F/A | Glenview Trust Co | 3.887 | 0,00 | 375 | 15,74 | ||||
| 2026-08-14 | 13F | Aqr Capital Management Llc | 5.109 | 493 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | Haverford Trust Co | 6.601 | 0,00 | 637 | 15,82 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-11 | 13F | Blair William & Co/il | 390 | 0,00 | 38 | 15,63 | ||||
| 2026-07-23 | 13F | GGM Financials LLC | 53 | 5 | ||||||
| 2026-07-27 | 13F | Venture Visionary Partners LLC | 2.480 | -4,58 | 239 | 10,65 | ||||
| 2026-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1.148 | 0,35 | 111 | 15,79 | ||||
| 2026-07-14 | 13F | Mullaney, Keating & Wright, Inc. | 4.709 | 23,60 | 455 | 43,22 | ||||
| 2026-08-10 | 13F | Basepoint Wealth LLC | 490 | 0,20 | 47 | 17,50 | ||||
| 2026-08-13 | 13F | Umb Bank N A/mo | 515 | 0,00 | 50 | 16,67 | ||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 21.493 | 394,21 | 2.075 | 473,20 | ||||
| 2026-07-30 | 13F | Buck Wealth Strategies, LLC | 8 | 1 | ||||||
| 2026-08-12 | 13F | GWM Advisors LLC | 5.098 | 492 | ||||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 3.359 | -49,15 | 324 | -41,20 | ||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Proactive Wealth Strategies LLC | 8.297 | -3,57 | 801 | 11,72 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 4.131 | 0,73 | 345 | 1,47 | ||||
| 2026-08-10 | 13F | one8zero8, LLC | 600 | 0,00 | 58 | 14,00 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 3.014 | 81,35 | 291 | 110,87 | ||||
| 2026-08-11 | 13F | Keating Financial Advisory Services, Inc. | 1.738 | 0,00 | 168 | 15,17 | ||||
| 2026-08-07 | 13F | Boyd Watterson Asset Management Llc/oh | 184 | 0,00 | 18 | 13,33 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 243.185 | 9,47 | 23.482 | 26,70 | ||||
| 2026-08-14 | 13F | IHT Wealth Management, LLC | 5.896 | 4,39 | 569 | 20,81 | ||||
| 2026-08-13 | 13F | Action Point Financial Planning, Llc | 4.144 | 400 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.451 | 0,00 | 121 | 0,83 | ||||
| 2026-07-29 | 13F | Evolution Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-30 | 13F | Byrne Financial Freedom, Llc | 3.349 | 323 | ||||||
| 2026-08-14 | 13F | Glen Eagle Advisors, LLC | 184 | 0,00 | 18 | 13,33 | ||||
| 2026-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-28 | 13F | Creative Financial Designs Inc /adv | 213.786 | 14,69 | 20.643 | 32,74 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-05 | 13F | Schneider Downs Wealth Management Advisors, LP | 3.553 | 0,00 | 343 | 15,88 | ||||
| 2026-08-18 | 13F/A | 49 Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 11.624 | 0,16 | 1.122 | 15,91 | ||||
| 2026-07-16 | 13F | Decker Retirement Planning Inc. | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-08-10 | 13F | Triad Wealth Partners, LLC | 7.632 | 0,00 | 747 | 17,45 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2026-07-24 | 13F | Financial Perspectives, Inc | 9.638 | 12,19 | 931 | 29,89 | ||||
| 2026-07-28 | 13F | Jim Saulnier & Associates, Llc | 7.876 | -52,84 | 761 | -45,44 | ||||
| 2026-08-12 | 13F | Integrated Wealth Concepts LLC | 12.930 | 99,81 | 1.249 | 131,54 | ||||
| 2026-08-14 | 13F | Cerity Partners LLC | 23.765 | -4,86 | 2.295 | 10,13 | ||||
| 2026-08-06 | 13F | Russell Investments Group, Ltd. | 7 | -98,19 | 1 | -100,00 | ||||
| 2026-07-16 | 13F | Hoxton Planning & Management, LLC | 5.308 | -4,98 | 513 | 9,87 | ||||
| 2026-07-20 | 13F | Webster Bank, N. A. | 821 | 79 | ||||||
| 2026-08-03 | 13F | Archer Investment Corp | 2.000 | 125,99 | 193 | 164,38 | ||||
| 2026-08-04 | 13F | SYM FINANCIAL Corp | 228 | 0,00 | 22 | 15,79 | ||||
| 2026-08-05 | 13F | Bleakley Financial Group, LLC | 12.379 | -7,67 | 1.195 | 6,89 | ||||
| 2026-07-16 | 13F | Truefg, Llc | 8.123 | -5,23 | 784 | 9,65 | ||||
| 2026-08-13 | 13F | Capital Square, LLC | 2.312 | 225 | ||||||
| 2026-07-21 | 13F | Morton Brown Family Wealth, LLC | 489 | 0,20 | 47 | 17,50 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-08-13 | 13F | IFG Advisory, LLC | 264 | 25 | ||||||
| 2026-08-05 | 13F | Financial Gravity Companies, Inc. | 328 | 0,00 | 32 | 19,23 | ||||
| 2026-08-14 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 55.611 | 7,18 | 5.370 | 24,05 | ||||
| 2026-07-22 | 13F | Allegheny Financial Group LTD | 3.412 | 0,26 | 329 | 16,25 | ||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 1.607 | 0,19 | 155 | 16,54 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 30.404 | 880,77 | 2.936 | 1.037,60 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 147.937 | 23,90 | 14.290 | 43,41 | ||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 117.549 | 0,41 | 11.351 | 16,21 | ||||
| 2026-08-10 | 13F | Ellevest, Inc. | 2.751 | 5,48 | 266 | 22,12 | ||||
| 2026-08-11 | 13F | Advisors Capital Management, LLC | 2.120 | 205 | ||||||
| 2026-07-09 | 13F | Fortitude Financial, LLC | 149.902 | -17,88 | 14.475 | -4,96 | ||||
| 2026-08-11 | 13F/A | Ritholtz Wealth Management | 7.637 | -17,21 | 737 | -4,16 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 467 | 3,32 | 39 | 2,70 | ||||
| 2026-07-23 | 13F | Tsfg, Llc | 420 | 0,00 | 0 | |||||
| 2026-05-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 7.464 | 0,00 | 623 | 0,81 | ||||
| 2026-07-17 | 13F | Liberty Capital Management, Inc. | 10.200 | 0,00 | 985 | 16,73 | ||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 119.628 | 21,88 | 11.551 | 41,07 | ||||
| 2026-08-14 | 13F | American Trust | 4.929 | 0,00 | 476 | 15,57 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-07-31 | 13F | S.A. Mason LLC | 11.263 | -2,04 | 1.088 | 13,35 | ||||
| 2026-07-14 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.380 | 230 | ||||||
| 2026-08-12 | 13F | Brand Asset Management Group, Inc. | 34.967 | -2,05 | 3.376 | 13,36 | ||||
| 2026-07-28 | 13F | Institute for Wealth Management, LLC. | 284 | 27 | ||||||
| 2026-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.960 | -17,96 | 189 | -5,03 | ||||
| 2026-07-30 | 13F | Diversify Wealth Management, Llc | 8.161 | -4,13 | 794 | 5,03 | ||||
| 2026-08-12 | 13F | HighMark Wealth Management LLC | 928 | -16,47 | 90 | -3,26 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 101.462 | 6,24 | 10 | 28,57 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 968 | 0,31 | 81 | 1,27 | ||||
| 2026-07-13 | 13F | Olistico Wealth, LLC | 275 | -8,33 | 27 | 4,00 | ||||
| 2026-08-06 | 13F | Summit Asset Management, LLC | 9.554 | 0,00 | 923 | 15,68 | ||||
| 2026-08-10 | 13F | Howe & Rusling Inc | 1.736 | 0,00 | 168 | 15,97 | ||||
| 2026-08-04 | 13F | M&t Bank Corp | 3.241 | 0,00 | 313 | 15,56 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 328 | 0,00 | 27 | 0,00 | ||||
| 2026-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-08-10 | 13F | Savant Capital, LLC | 2.216 | -11,64 | 214 | 1,91 | ||||
| 2026-08-13 | 13F | Ameritas Investment Partners, Inc. | 25.670 | 90,63 | 2.479 | 120,66 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 508.246 | -10,70 | 49.076 | 3,35 | ||||
| 2026-08-13 | 13F | Captrust Financial Advisors | 3.384 | 7,39 | 327 | 24,43 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 9.414 | 10,27 | 785 | 11,19 | ||||
| 2026-07-14 | 13F | Yarger Wealth Strategies, Llc | 64.819 | -0,36 | 6.296 | 15,99 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 4.791 | 50,09 | 463 | 73,68 | ||||
| 2026-08-06 | 13F | Evernest Financial Advisors, LLC | 2.646 | 0,00 | 255 | 7,59 | ||||
| 2026-08-07 | 13F | Salomon & Ludwin, LLC | 228 | -4,60 | 22 | 10,00 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 677 | 0,15 | 65 | 16,07 | ||||
| 2026-08-10 | 13F | IMA Wealth, Inc. | 407 | 39 | ||||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 26.399 | 35,77 | 2.536 | 58,50 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | Mutual Advisors, LLC | 6.538 | 0,65 | 631 | 16,64 | ||||
| 2026-07-23 | 13F | Capital Investment Advisory Services, LLC | 653 | 31,12 | 63 | 53,66 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 183.052 | 2,00 | 17.676 | 19,06 | ||||
| 2026-07-20 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-23 | 13F | Apollon Wealth Management, LLC | 7.728 | 0,00 | 746 | 15,84 | ||||
| 2026-07-23 | 13F | AdvisorNet Financial, Inc | 995 | 1,02 | 96 | 17,07 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 30.193 | 7,69 | 2.910 | 27,58 | ||||
| 2026-07-17 | 13F | Sowell Financial Services LLC | 30.300 | -15,80 | 2.926 | -2,56 | ||||
| 2026-07-24 | 13F | Parsons Capital Management Inc/ri | 17.198 | 0,00 | 1.661 | 15,76 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-08-10 | 13F | Addison Advisors LLC | 1.190 | 0,00 | 115 | 15,15 | ||||
| 2026-07-06 | 13F | CoreCap Advisors, LLC | 1.629 | 0,00 | 157 | 16,30 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 9.685 | -0,46 | 1 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-08-27 | 13F/A | CI Private Wealth, LLC | 6.252 | -1,94 | 604 | 13,56 | ||||
| 2026-08-14 | 13F | Synergy Investment Management, LLC | 356 | -35,97 | 34 | -26,09 | ||||
| 2026-07-31 | 13F | Integrity Financial Corp /WA | 220 | 0,00 | 21 | 16,67 | ||||
| 2026-08-13 | 13F | CIBC Bancorp USA Inc. | 5.394 | 0,00 | 521 | 15,56 | ||||
| 2026-07-20 | 13F/A | Merit Financial Group, LLC | 29.159 | 4,99 | 2.816 | 21,55 | ||||
| 2026-07-27 | 13F | Mather Group, Llc. | 413 | 0,00 | 40 | 14,71 | ||||
| 2026-08-13 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0,00 | 0 | |||||
| 2026-07-29 | 13F | Ashton Thomas Private Wealth, LLC | 520 | 0,00 | 50 | 16,28 | ||||
| 2026-08-13 | 13F | Pacific Financial Group Inc | 65.814 | -1,38 | 6.355 | 14,14 | ||||
| 2026-08-06 | 13F | Valmark Advisers, Inc. | 2.632 | 5,24 | 254 | 22,12 | ||||
| 2026-08-12 | 13F | Bank Of Montreal /can/ | 426 | 0,00 | 41 | 17,14 | ||||
| 2026-08-12 | 13F | Compass Financial Management Llc | 543 | 52 | ||||||
| 2026-08-13 | 13F | Three Seasons Wealth, LLC | 6.776 | -5,50 | 654 | 9,36 | ||||
| 2026-07-23 | 13F | Mosley Wealth Management | 435 | -83,40 | 42 | -81,11 | ||||
| 2026-07-20 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 1.185.395 | -21,44 | 114.462 | -9,08 | ||||
| 2026-07-16 | 13F | Stephenson National Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 203.536 | -3,74 | 19.653 | 11,41 | ||||
| 2026-08-06 | 13F | Global Retirement Partners, LLC | 6.210 | -22,73 | 600 | -9,79 | ||||
| 2026-07-23 | 13F | Cape Investment Advisory, Inc. | 1.786 | 172 | ||||||
| 2026-08-13 | 13F | Huntington National Bank | 97 | 15,66 | ||||||
| 2026-07-31 | 13F | Avion Wealth | 643 | 0,00 | 0 | |||||
| 2026-08-11 | 13F | Allworth Financial LP | 439 | 0,00 | 42 | 16,67 | ||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 22.412 | -0,67 | 2.177 | 14,35 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 26.829 | -1,24 | 2.591 | 14,30 | ||||
| 2026-08-10 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.228 | -41,05 | 312 | -31,80 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 73.517 | 1,20 | 7.099 | 17,13 | ||||
| 2026-08-14 | 13F | United Capital Financial Advisers, Llc | 2.273 | 219 | ||||||
| 2026-08-07 | 13F | Kapstone Financial Advisors LLC | 2.136 | 206 | ||||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 1.622.630 | -15,82 | 156.681 | -2,57 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 153.511 | 2,81 | 14.823 | 18,39 | ||||
| 2026-07-27 | 13F | Financial Futures Ltd Liability Co. | 5.481 | 0,00 | 529 | 15,75 | ||||
| 2026-07-23 | 13F | Fingerlakes Wealth Management, Inc. | 2.188 | 211 | ||||||
| 2026-08-13 | 13F | UBS Group AG | 1.374.939 | 0,76 | 132.764 | 16,62 | ||||
| 2026-07-27 | 13F | Gladstone Institutional Advisory LLC | 60.135 | -5,19 | 5.807 | 9,73 | ||||
| 2026-08-17 | 13F | Copia Wealth Management | 10 | 0,00 | 1 | |||||
| 2026-08-12 | 13F | Colony Group, LLC | 2.340 | -48,50 | 226 | -40,00 | ||||
| 2026-07-29 | 13F | United Advisor Group, LLC | 32.306 | 5,10 | 3.120 | 21,65 | ||||
| 2026-08-13 | 13F | Vanguard Advisers Inc | 562 | 0,00 | 54 | 17,39 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-27 | 13F | Whittier Trust Co Of Nevada Inc | 68 | 0,00 | 7 | 20,00 | ||||
| 2026-08-03 | 13F | Rede Wealth, LLC | 12.051 | -23,25 | 1.164 | -11,22 | ||||
| 2026-08-13 | 13F | Creative Planning | 6.529 | 56,38 | 630 | 81,03 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 97.209 | -6,95 | 9.386 | 7,69 | ||||
| 2026-07-15 | 13F | Signature Securities Group Corporation | 8.642 | -1,74 | 835 | 13,78 | ||||
| 2026-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4.252 | -0,96 | 411 | 14,53 | ||||
| 2026-08-05 | 13F | Gwn Securities Inc. | 6.683 | 1,57 | 645 | 17,70 | ||||
| 2026-08-14 | 13F | Silvercrest Asset Management Group Llc | 3.089 | 0,00 | 298 | 15,95 | ||||
| 2026-07-28 | 13F | EPG Wealth Management LLC | 1.430 | 0,00 | 138 | 15,97 | ||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 43.762 | -1,15 | 4.226 | 14,41 | ||||
| 2026-07-21 | 13F | Wealth Management Associates, Inc. | 3.822 | 0,00 | 369 | 16,04 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 474.114 | 6,44 | 45.780 | 23,19 | ||||
| 2026-07-30 | 13F | Glass Jacobson Investment Advisors llc | 628 | -21,20 | 61 | -9,09 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | 9.778 | -1,57 | 944 | 14,01 | ||||
| 2026-08-17 | 13F | Equitable Holdings, Inc. | 41.534 | 1,24 | 4.011 | 18,18 | ||||
| 2026-08-14 | 13F | XTX Topco Ltd | 2.560 | 247 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 14.751 | 2,60 | 1.231 | 122.900,00 | ||||
| 2026-07-23 | 13F | PFG Investments, LLC | 5.356 | 0,00 | 517 | 15,92 | ||||
| 2026-08-12 | 13F | Summit Financial, LLC | 53.774 | 8,94 | 5.192 | 26,08 | ||||
| 2026-08-10 | 13F | Vise Technologies, Inc. | 5.104 | 2,53 | 493 | 19,71 | ||||
| 2026-08-04 | 13F | Steinberganna Wealth Management | 3.712 | -6,22 | 358 | 8,48 | ||||
| 2026-07-24 | 13F | XML Financial, LLC | 3.740 | 0,00 | 361 | 15,71 | ||||
| 2026-07-29 | 13F | Bedel Financial Consulting, Inc. | 63.707 | 6,81 | 6.152 | 23,61 | ||||
| 2026-08-03 | 13F | AE Wealth Management LLC | 1.166 | 0,00 | 113 | 15,46 | ||||
| 2026-08-05 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-07-17 | 13F | Farther Finance Advisors, LLC | 86.445 | -24,35 | 8.347 | -13,03 | ||||
| 2026-08-13 | 13F | Fmr Llc | 16.739 | 5,85 | 1.616 | 22,52 |