Statistik Asas
| Pemilik Institusi | 181 total, 181 long only, 0 short only, 0 long/short - change of 7.10% MRQ |
| Purata Peruntukan Portfolio | 0.2026 % - change of -11.53% MRQ |
| Saham Institusi (Panjang) | 16,008,501 (ex 13D/G) - change of 0.71MM shares 4.66% MRQ |
| Nilai Institusi (Panjang) | $ 841,720 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (US:FCOM) telah 181 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 16,008,501 saham. Pemegang saham terbesar termasuk Charles Schwab Investment Management Inc, Harel Insurance Investments & Financial Services Ltd., Lido Advisors, LLC, Northwestern Mutual Wealth Management Co, Agf Management Ltd, Morgan Stanley, Vicus Capital, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, and LPL Financial LLC .
Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF (ARCA:FCOM) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 70.28 / share. Previously, on September 6, 2024, the share price was 50.62 / share. This represents an increase of 38.84% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 234,794 | -2.38 | 15,217 | 12.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9,204 | -1.60 | 597 | 13.31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 67,249 | 15.96 | 4 | 33.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,223 | 0.00 | 79 | 16.18 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74 | 0.00 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 68 | 4 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,230 | -38.14 | 469 | -28.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 26,237 | 21.59 | 1,700 | 40.03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47,388 | -56.78 | 3,071 | -50.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32,244 | 2.19 | 2,090 | 17.69 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24,646 | -7.55 | 1,597 | 6.54 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4,421,397 | -1.07 | 286,551 | 13.97 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 363 | 24 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4,783 | 25.87 | 310 | 45.07 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 123,933 | 11.17 | 8,032 | 28.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 146,682 | -5.37 | 9,507 | 9.01 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 679 | 0.30 | 44 | 13.16 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 69 | 0.00 | 4 | 33.33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9,650 | 0.35 | 625 | 15.74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | -38.87 | 31 | -27.91 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 23,816 | -3.05 | 1,544 | 11.65 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 106,462 | 0.17 | 6,878 | 15.04 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,356 | -0.13 | 138 | 4.55 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 43 | 0.00 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 97 | 0.00 | 6 | 20.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72,479 | -23.28 | 4,709 | -11.55 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11,538 | -0.62 | 748 | 14.40 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46,461 | 0.14 | 2,614 | -4.04 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20,710 | 155.90 | 1,342 | 194.95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 164,073 | 8.88 | 10,634 | 25.42 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 128 | 8 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,305 | 150,853.12 | 3,131 | 312,900.00 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 77,730 | -0.22 | 5,038 | 14.95 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 76,265 | 5.20 | 4,943 | 21.19 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90,418 | 35.70 | 6 | 66.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,710 | -19.31 | 305 | -7.01 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 3,228 | -12.92 | 209 | 0.48 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 20,669 | -2.11 | 1,339 | 12.90 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 15,964 | 10.53 | 1,035 | 27.34 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 662 | 0.00 | 43 | 13.51 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Gimbal Financial | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 632,275 | 10.62 | 40,978 | 27.43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 624 | 40 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17,034 | -19.04 | 1,104 | -6.76 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 39 | 0.00 | 3 | 0.00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5,316 | 0.00 | 345 | 15.05 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,339 | -7.38 | 216 | 6.93 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 171 | 11 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,599 | 1.03 | 817 | 16.41 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 22,107 | -4.92 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4,181 | 0.05 | 271 | 14.89 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 194,911 | 4.60 | 12,632 | 20.50 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 70 | -56.25 | 5 | -55.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15,010 | -21.79 | 973 | -9.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,903 | 1.99 | 896 | 17.43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,721 | 306 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7,774 | -4.12 | 504 | 10.31 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 15,283 | 0.00 | 990 | 15.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 74,709 | 3.55 | 4,842 | 19.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,443 | 275.11 | 2,556 | 332.49 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2,484,280 | 22.67 | 161 | 42.48 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 19,815 | 12.19 | 1 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 1 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 162 | 10 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 428 | 28 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 19,406 | 2.09 | 1,258 | 17.59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 109 | 0.00 | 7 | 16.67 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7,263 | 471 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 64 | 0.00 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6,265 | -20.08 | 406 | -7.94 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 699 | 0.00 | 45 | 15.38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,340 | -82.98 | 752 | -79.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 269,359 | -5.18 | 17,457 | 9.23 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3,365 | -23.07 | 215 | -12.60 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 129,640 | -25.59 | 8,402 | -14.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 49,361 | 0.57 | 3,199 | 15.86 | ||||
| 2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65,963 | 44.84 | 4,275 | 66.86 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 31,567 | 0.34 | 2,046 | 15.60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 922 | 60 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3,110 | 0.00 | 202 | 15.52 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 24 | 26.32 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3,218 | -86.08 | 209 | -84.00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3,342 | 217 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21,192 | 1,373 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 132 | 0.00 | 9 | 14.29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17,298 | -41.29 | 1,121 | -32.41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38,103 | 2 | ||||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 16,805 | 1.22 | 1,089 | 16.60 | ||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 187 | -44.01 | 12 | -36.84 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 16,816 | 0.17 | 1,090 | 15.36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 727 | 38.21 | 47 | 62.07 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 557 | 24.33 | 36 | 44.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 604 | 0.17 | 39 | 18.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,592 | 15.31 | 1 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 204 | 0.00 | 13 | 18.18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,186 | 0.25 | 77 | 15.15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 30,448 | -34.47 | 1,973 | -24.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,902 | -15.10 | 318 | -2.16 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4,392 | -58.97 | 285 | -52.82 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,595 | 14.42 | 103 | 32.05 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,243 | 0.00 | 81 | 15.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 375 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 428,311 | 5.45 | 27,759 | 21.48 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4,233 | 0.00 | 274 | 15.13 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119,757 | 7.28 | 7,761 | 23.58 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 19,458 | -13.78 | 1,261 | -0.63 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184,383 | 0.93 | 11,950 | 16.26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,163 | 0.31 | 270 | 15.45 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 25,292 | 3.74 | 1,639 | 19.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,642 | 1.53 | 236 | 17.41 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,524 | -30.58 | 1,136 | -20.07 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4,573 | -3.48 | 296 | 10.45 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,807 | 312 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70,285 | 7.73 | 4,555 | 24.11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 573 | 0.00 | 37 | 15.63 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 146,441 | -8.33 | 9,491 | 5.60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 10,702 | 43.79 | 694 | 65.79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 46 | 3 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 18 | ||||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,978 | 1.48 | 1,554 | 16.85 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 | -77.78 | 2 | -77.78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,310 | -1.89 | 603 | 13.13 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,113 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 228 | 15 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 691 | -24.89 | 45 | -13.73 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14,256 | -4.35 | 924 | 10.14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8,361 | 243.93 | 542 | 297.79 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10,356 | -1.12 | 671 | 13.92 | ||||
| 2025-07-16 | 13F | American National Bank | 12,878 | -1.69 | 835 | 13.16 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 400 | 26 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,382,346 | 9.42 | 89,590 | 26.05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,338 | 15.61 | 670 | 33.20 | ||||
| 2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,788 | -1.05 | 310 | 13.97 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 163 | 185.96 | 11 | 233.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,817 | 0.11 | 183 | 15.19 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 125 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11,009 | 0.20 | 714 | 15.53 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 400 | 0.00 | 23 | -4.35 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4,491 | 15.54 | 291 | 33.49 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7,302 | 0.00 | 473 | 15.37 | ||||
| 2025-07-18 | 13F | Vicus Capital | 289,689 | 4.39 | 18,775 | 20.25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16,225 | 3.85 | 1,052 | 19.70 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19,342 | 12.11 | 1,254 | 29.18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1,867,729 | 4.49 | 121,048 | 20.37 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 334 | 22 | ||||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 18,037 | 0.51 | 1,169 | 15.76 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 43,000 | 2,787 | ||||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 3,116 | 202 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,920 | 1,423.22 | 319 | 1,666.67 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4,166 | 1.21 | 270 | 16.45 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 48,474 | -26.72 | 3,142 | -15.59 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 49 | 3 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5,977 | 31.91 | 387 | 52.36 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 30,879 | -6.30 | 2,001 | 7.99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,098 | 0 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5,919 | 0.00 | 333 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,510 | 5.49 | 552 | 21.63 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 178 | 0.00 | 12 | 10.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 166 | 0.00 | 11 | 11.11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 546 | 0.00 | 35 | 16.67 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4,845 | 11.56 | 314 | 28.69 | ||||
| 2025-05-14 | 13F | River Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43,008 | 24.61 | 2,787 | 43.59 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 58,636 | 0.18 | 3,800 | 15.43 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,889 | -0.13 | 446 | 14.95 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 189 | 26.85 | 12 | 50.00 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 21,409 | 7.40 | 1,388 | 23.73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 28,557 | 1,851 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,274 | -3.13 | 795 | 11.66 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 26,029 | 40.68 | 1,687 | 62.12 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6,650 | 41.19 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4,053 | -18.17 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 58,061 | 2.03 | 3,763 | 17.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,184 | 1,166.76 | 595 | 1,316.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 265,779 | 5.26 | 17 | 21.43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 241,133 | 32.54 | 15,628 | 52.68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,256 | 10.61 | 401 | 35.02 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 531 | 0.00 | 34 | 17.24 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,280 | 1.21 | 277 | 16.88 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 79 | 0.00 | 5 | 25.00 |
