Statistik Asas
| Pemilik Institusi | 169 total, 169 long only, 0 short only, 0 long/short - change of 18.06% MRQ |
| Purata Peruntukan Portfolio | 0.6805 % - change of -23.12% MRQ |
| Saham Institusi (Panjang) | 31,531,669 (ex 13D/G) - change of -1.61MM shares -4.85% MRQ |
| Nilai Institusi (Panjang) | $ 991,423 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Franklin Templeton ETF Trust - Franklin FTSE Japan ETF (US:FLJP) telah 169 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 31,531,669 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Janus Henderson Group Plc, Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio, Bank Of Montreal /can/, Envestnet Asset Management Inc, RiverFront Investment Group, LLC, Arvest Bank Trust Division, and Agf Management Ltd .
Franklin Templeton ETF Trust - Franklin FTSE Japan ETF (ARCA:FLJP) 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 34.19 / share. Previously, on September 9, 2024, the share price was 29.53 / share. This represents an increase of 15.78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 11,410 | 0.00 | 367 | 9.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,805 | 12.00 | 3 | 0.00 | ||||
| 2025-05-14 | 13F | Itau Unibanco Holding S.A. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 60 | -58.33 | 2 | -75.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,628 | -59.52 | 920 | -55.73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 221 | -12.99 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52,137 | -0.22 | 1,676 | 9.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,359,669 | -0.64 | 365,213 | 8.66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9,722 | 60.85 | 313 | 76.27 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 662,168 | 288.04 | 21,289 | 324.40 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,780 | 67.02 | 250 | 83.82 | ||||
| 2025-08-29 | NP | N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio | 32,389 | -5.77 | 1,041 | 3.07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 500 | -7.92 | 16 | 6.67 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 200,000 | 5,420 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 206,781 | -6.27 | 6,648 | 2.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25,607 | 26.92 | 820 | 38.28 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 7.14 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 18,098 | -1.31 | 582 | 7.79 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,923 | 54.76 | 351 | 69.57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 194 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,899 | 29.07 | 93 | 40.91 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 396,238 | -40.95 | 12,739 | -35.42 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 632,962 | 3.00 | 20,350 | 12.63 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 58,219 | 1,872 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 275 | -27.06 | 9 | -27.27 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio | 59,766 | -11.22 | 1,921 | -2.93 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14,251 | 458 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,388 | -97.45 | 784 | -97.21 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 52,572 | 0.00 | 1,690 | 9.39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,778 | 7.38 | 347 | 17.29 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 820,571 | -6.23 | 26,381 | 1.67 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | SSXU - Day Hagan/Ned Davis Research Smart Sector International ETF | 171,793 | -31.68 | 5,250 | -28.28 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio | 738,036 | -4.58 | 23,728 | 4.35 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18,738 | -93.71 | 602 | -93.13 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 119,965 | 3,857 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 249,307 | 8,015 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249,268 | -38.86 | 8,014 | -33.09 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 619 | 20 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 539 | 17 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 101 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 311,468 | -2.75 | 10,014 | 6.35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 59 | -14.49 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 271,576 | -29.55 | 8,731 | -22.97 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 35,421 | -0.71 | 1,139 | 8.59 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 44 | 1 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 38,608 | -1.74 | 1,241 | 7.45 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 430,131 | 6.71 | 13,829 | 16.69 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 243,380 | 7,825 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 31,703 | 10.04 | 969 | 15.51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 34,942 | 1 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 80 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 67 | 0.00 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,285 | 9.81 | 266 | 20.36 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 17,800 | 39.88 | 572 | 52.94 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 31,945 | 1.76 | 1,027 | 11.39 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 146,675 | 4,716 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,748 | 2.83 | 442 | 12.47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 152,205 | 118.35 | 4,893 | 138.80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,336 | -23.41 | 364 | -16.32 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 324,654 | 10,438 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 79 | 71.74 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 75,474 | -2.34 | 2 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19,766 | 9.16 | 636 | 19.36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,904 | -6.46 | 190 | 2.16 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 30,475 | 4.33 | 980 | 14.10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,702 | 0.00 | 151 | 9.42 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 108,395 | 13.55 | 3,485 | 24.16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36,978 | 123.72 | 1,189 | 144.95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19,820 | 637 | ||||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7,547 | -98.15 | 243 | -97.98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47,319 | 0.35 | 1,521 | 9.74 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10,260 | -1.89 | 330 | 7.17 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 144,100 | -5.88 | 4,633 | 2.98 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 242,846 | 43.90 | 7,140 | 47.87 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 169,366 | 5,274 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8,644 | -1.90 | 278 | 6.95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 6 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41,405 | 1,331 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 220,030 | -17.43 | 7,074 | -9.71 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,125 | 0.00 | 68 | 9.68 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 67,027 | 2,155 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3,383 | 109 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 262,140 | 3.60 | 8,428 | 13.28 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 124,124 | 11.04 | 3,793 | 16.60 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 96,500 | 8.60 | 2,949 | 14.04 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 185,706 | 5.60 | 5,970 | 15.47 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 51,415 | 9.47 | 1,653 | 19.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 867,229 | -12.70 | 27,881 | -4.54 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 369 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | GAMMA Investing LLC | 259 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,527 | -7.73 | 146 | 0.69 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 230,062 | -10.19 | 7,396 | -1.79 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 65,269 | -8.93 | 2,098 | -0.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,560 | 40.63 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | General Partner, Inc. | 30,295 | 0.00 | 974 | 9.33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 87,815 | 4.13 | 2,823 | 13.88 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5,627 | 85.96 | 181 | 104.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14,987 | 482 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 30,115 | -18.79 | 968 | -11.19 | ||||
| 2025-05-09 | 13F | Connable Office Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 120,172 | -51.15 | 3,864 | -45.40 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 125 | 4 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3,400 | 385.71 | 0 | |||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 119,965 | 3,857 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 6,586 | 0.00 | 212 | 4.46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,890 | 0.94 | 736 | 10.36 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 313 | 0.00 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,801 | 1 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 230,687 | -9.94 | 7,417 | -1.53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 825 | -7.20 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,919 | 190 | ||||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 2,445 | -13.36 | 72 | -11.25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 321,882 | 10,349 | ||||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 7,639 | 5.41 | 222 | 6.22 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 114,414 | -20.62 | 3,678 | -13.19 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1,132 | -42.24 | 36 | -36.84 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 15,055 | 0.00 | 484 | 9.50 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 1,750 | 0.00 | 56 | 9.80 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 23,686 | -28.08 | 762 | -21.38 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 37,405 | 87.22 | 1,203 | 104.77 | ||||
| 2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659,760 | 0.01 | 21,211 | 9.37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11,651 | 1,072.13 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 389 | 13 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,371 | 237 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 57,432 | 3.86 | 1,836 | 8.64 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 70 | -85.26 | 2 | -85.71 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 152,121 | 4,891 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 313,151 | 0.50 | 10,068 | 9.90 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 136,325 | 12.91 | 4,383 | 23.47 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 432 | 0.00 | 14 | 8.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,441,003 | 7.07 | 142,778 | 17.08 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 120,172 | 3,864 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 168 | -9.19 | 5 | 0.00 | ||||
| 2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 153,100 | 3.80 | 4,679 | 8.97 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 100 | 3 | ||||||
| 2025-08-14 | 13F | Hara Capital LLC | 120 | 0.00 | 4 | 0.00 | ||||
| 2025-08-28 | NP | ICCIX - Dynamic International Opportunity Fund Class I | 219,688 | -17.46 | 7,063 | -9.74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,218 | -4.92 | 329 | 6.84 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,401 | 77 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4,400 | 0.00 | 141 | 9.30 | ||||
| 2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 3 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,636 | -8.32 | 245 | 0.41 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 731 | 24 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,732 | 184 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71,615 | 125.63 | 2,302 | 146.73 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 70 | 2 | ||||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 174,874 | 23.41 | 5,621 | 34.93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 80 | 3 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 50,151 | 44.17 | 1,612 | 57.73 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 121 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15,481 | 2.31 | 498 | 11.94 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 15,425 | -3.74 | 496 | 8.08 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8,232 | 265 | ||||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43,242 | 31.16 | 1,390 | 43.45 | ||||
| 2025-05-15 | 13F | Main Management ETF Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,185 | -5.28 | 360 | 3.46 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 12,200 | 34.07 | 392 | 46.82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 9,273 | 0.00 | 298 | 9.56 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9,663 | 311 | ||||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 530,359 | -0.91 | 17,051 | 8.36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,284 | -65.58 | 41 | -62.04 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 205,030 | -1.99 | 6,592 | 7.17 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 321,981 | -1.00 | 10,352 | 8.26 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,965 | -5.36 | 513 | 3.64 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 15,510 | 499 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 32,437 | 1,043 | ||||||
| 2025-07-28 | 13F | Rainwater Charitable Foundation | 328,743 | 0.00 | 10,569 | 9.35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 165,020 | 5,305 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,358 | -14.42 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 347,380 | -8.15 | 11 | 0.00 |
Other Listings
| MX:FLJP |
