Statistik Asas
| Pemilik Institusi | 206 total, 204 long only, 1 short only, 1 long/short - change of 4.02% MRQ |
| Purata Peruntukan Portfolio | 0.0953 % - change of -21.74% MRQ |
| Saham Institusi (Panjang) | 6,389,655 (ex 13D/G) - change of 0.42MM shares 6.98% MRQ |
| Nilai Institusi (Panjang) | $ 279,556 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares U.S. Healthcare Providers ETF (US:IHF) telah 206 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,455,045 saham. Pemegang saham terbesar termasuk Morgan Stanley, Two Sigma Investments, Lp, Bank Of America Corp /de/, Wharton Business Group, LLC, LPL Financial LLC, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Kingsview Wealth Management, LLC, Mercer Global Advisors Inc /adv, and MSSS - Monarch Select Subsector Index ETF .
iShares Trust - iShares U.S. Healthcare Providers ETF (ARCA:IHF) 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 8, 2025 is 47.66 / share. Previously, on September 9, 2024, the share price was 57.19 / share. This represents a decline of 16.66% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1,000 | 0.00 | 49 | -7.69 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20,026 | 0.01 | 974 | -7.85 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19,809 | 964 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 5,530 | 0.00 | 269 | -7.56 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5,307 | 7.56 | 258 | -0.77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 335,810 | 0.23 | 16 | -5.88 | ||||
| 2025-07-28 | NP | EAFVX - Eaton Vance Focused Value Opportunities Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2,539 | 0.00 | 124 | -8.21 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 35,029 | 2 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 207,002 | -7.64 | 10,071 | -14.90 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12,199 | 0.08 | 593 | -7.78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,660 | 53.95 | 1,248 | 41.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 35,559 | 4.93 | 1,730 | -3.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,710 | -0.09 | 322 | -9.04 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,490 | 0.00 | 72 | -7.69 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,940 | 0.00 | 94 | -7.84 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,554 | 13.98 | 757 | 5.00 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 13,339 | -24.69 | 649 | -30.70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,285 | 0.00 | 452 | -7.96 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3,475 | 0.00 | 169 | -7.65 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7,365 | 0.00 | 358 | -7.73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,077 | 344 | ||||||
| 2025-07-22 | 13F | Iowa State Bank | 10,000 | 0.00 | 486 | -7.95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215,176 | 8.88 | 10,468 | 0.33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,875 | 3.33 | 189 | -5.05 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23,867 | -1.66 | 1,161 | -9.37 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5,036 | 3.64 | 245 | -4.69 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 10,520 | -9.78 | 512 | -16.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9,848 | -9.22 | 479 | -16.26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,898 | -15.44 | 433 | -22.16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,845 | 0.00 | 90 | -8.25 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 26,848 | 2.55 | 1,306 | -5.50 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 615 | 132.08 | 30 | 123.08 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 9,715 | -20.05 | 473 | -26.37 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 569 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,044 | 1,364 | ||||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3,430 | 0.00 | 167 | -8.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,474 | 12.68 | 169 | 3.70 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 11,574 | 563 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 500 | -88.89 | 24 | -89.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,698 | -6.88 | 229 | -14.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 97,284 | -21.88 | 4,733 | -28.03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26,346 | 1 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 16,088 | -3.71 | 783 | -11.34 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,050 | 0.00 | 100 | -8.33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12,620 | -2.80 | 614 | -10.51 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 115 | -87.45 | 6 | -87.50 | ||||
| 2025-07-31 | 13F | CNB Bank | 610 | 0.00 | 30 | -9.37 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 29,898 | 1,455 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1,745 | 0.00 | 85 | -8.70 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 6,020 | 0.00 | 257 | -13.22 | ||||
| 2025-04-21 | 13F | Citizens & Northern Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,324 | 6.28 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75,132 | 7.32 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 145 | -40.82 | 7 | -41.67 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 148,061 | 9.42 | 7,203 | 0.83 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 4,504 | 0.00 | 219 | -7.59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128,231 | 38.18 | 6,239 | 27.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,886 | 0.02 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 375 | 0.00 | 18 | -5.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,438 | -0.63 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 320 | 17 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,750 | 0.00 | 85 | -7.61 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 250 | 0.00 | 12 | -7.69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,545 | 0.00 | 513 | -7.73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161,049 | 5.33 | 7,835 | -2.94 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,510 | 0.82 | 560 | -7.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,466 | -2.11 | 394 | -22.75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,865 | 0.00 | 91 | -8.16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,598 | -13.98 | 370 | -20.82 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 4,215 | 0.00 | 205 | -7.66 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62,000 | 3,016 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,225 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 165 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 28,860 | 2.64 | 1,404 | -5.39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30,843 | -4.36 | 1,501 | -11.87 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 710 | 7.58 | 35 | 0.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5,834 | -10.05 | 284 | -17.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13,699 | 4.84 | 666 | -3.34 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 299 | 0.00 | 13 | -20.00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6,703 | 17.00 | 326 | 7.95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,245 | 0.00 | 207 | -8.04 | ||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 415 | 0.00 | 20 | -4.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19,322 | 15.12 | 940 | 6.09 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9,560 | -4.97 | 465 | -12.43 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6,265 | -11.32 | 305 | -18.50 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 115 | -81.02 | 6 | -82.76 | ||||
| 2025-05-08 | 13F | King Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 250 | -62.96 | 12 | -65.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 61,710 | -0.84 | 3,002 | -8.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,875 | 0.00 | 237 | -7.78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40,350 | 658.32 | 1,963 | 600.71 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 26,084 | -1.88 | 1,269 | -9.62 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10,338 | -5.96 | 503 | -13.45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 7,850 | 0.00 | 382 | -7.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27,873 | -9.64 | 1,356 | -16.71 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 2,350 | 0.00 | 114 | -8.06 | ||||
| 2025-07-29 | NP | MSSS - Monarch Select Subsector Index ETF | 164,474 | -22.75 | 7,803 | -27.95 | ||||
| 2025-07-31 | 13F | City State Bank | 425 | 0.00 | 21 | -9.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 21 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101,936 | -1.64 | 4,959 | -9.36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 13,475 | -1.46 | 656 | -9.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40,461 | 112.81 | 1,968 | 96.21 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,377 | -19.95 | 310 | -26.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,475 | 5.43 | 1,971 | -2.81 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 40 | 0.00 | 2 | -50.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,009 | 10.76 | 49 | -5.77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 0.00 | 29 | -6.45 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4,532 | 220 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,945 | -1.87 | 1 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 4,250 | 0.00 | 207 | -8.04 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 110 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 107,047 | 5,208 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3,595 | 0.00 | 175 | -7.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 365 | 0.00 | 18 | -10.53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54,171 | -2.55 | 2,635 | -10.22 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,384 | 10.90 | 213 | 2.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 750 | 0.00 | 36 | -7.69 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 58,840 | -1.45 | 3 | -33.33 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 4,208 | 0.14 | 205 | -7.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 383,556 | 6.22 | 18,660 | -2.12 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8,500 | -6.49 | 414 | -13.78 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,169 | -4.51 | 203 | -12.17 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 390 | 0.00 | 19 | -10.00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5,843 | 0.00 | 284 | -7.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,548 | 6.20 | 10,681 | -2.14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7,482 | 33.16 | 0 | |||||
| 2025-05-08 | 13F | Commerce Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,383 | 0.00 | 213 | -7.79 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 805 | 0.00 | 39 | -7.14 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55,731 | 27.95 | 2,711 | 17.92 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,714 | -1.10 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,250 | -4.94 | 1 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8,423 | 410 | ||||||
| 2025-08-01 | 13F | Motco | 250 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,796 | 4.98 | 1,936 | -3.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13,860 | -12.85 | 674 | -19.67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47,224 | -18.84 | 2,297 | -25.23 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 8,050 | 0.00 | 392 | -8.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,649 | -22.61 | 372 | -28.60 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 60 | 0.00 | 3 | -33.33 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,200 | 58 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,023 | 0.00 | 244 | -7.92 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 17,150 | 12.09 | 834 | 3.35 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 135 | 0.00 | 7 | -14.29 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 543 | 26 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,525 | 1.00 | 123 | -6.15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9,510 | 0.34 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 925 | 0.00 | 45 | -6.25 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 265 | 0.00 | 14 | -7.14 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 18,350 | 176.73 | 893 | 154.86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,816 | 0.00 | 137 | -7.43 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 20,429 | 994 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 940 | -9.62 | 46 | -16.67 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 400 | 0.00 | 19 | -9.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,419 | 3.59 | 507 | 4.98 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19,176 | 933 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 164 | 0 | ||||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 83,432 | -0.97 | 4,059 | -8.77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2,000 | -55.56 | 97 | -59.07 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4,028 | 213 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17,951 | -1.76 | 948 | 8.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33,908 | 106.03 | 1,650 | 89.76 | ||||
| 2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | -65,390 | -15.28 | -3,102 | -20.97 | |||
| 2025-08-11 | 13F | Covestor Ltd | 40 | 0.00 | 0 | |||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 73,358 | 3,569 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,100 | 0.00 | 54 | -8.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 854,145 | 8.38 | 41,554 | -0.14 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 102 | -74.18 | 5 | -80.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,675 | -38.71 | 325 | -43.55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,274 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8,600 | 418 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 66,905 | -17.02 | 3,255 | -23.56 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4,220 | -5.06 | 205 | -12.39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8,400 | 409 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 443,022 | 706.64 | 21,553 | 643.46 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 15,853 | -0.27 | 771 | -8.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248,723 | -6.78 | 12,100 | -14.11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128,741 | 2.60 | 6,263 | -5.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,265 | -54.22 | 207 | -57.84 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 500 | 0.00 | 24 | -7.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36,013 | 1.53 | 1,752 | -6.41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4,000 | 0.00 | 195 | -8.06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34,040 | 29.35 | 1,642 | 19.24 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 6,702 | -26.19 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 163 | 0.00 | 8 | -12.50 | ||||
| 2025-08-25 | NP | EHSTX - Eaton Vance Large-Cap Value Fund Class A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,159 | 50 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 5,485 | 0.00 | 267 | -7.96 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 4,497 | 0.00 | 219 | -8.02 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,490 | -0.69 | 316 | -8.70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 90 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 26,463 | -53.05 | 1,287 | -56.74 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15,579 | -23.73 | 758 | -29.78 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 6,915 | 0.10 | 336 | -7.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 169,548 | 5.25 | 8,249 | -3.02 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 4,220 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1,503 | 0.07 | 73 | -7.59 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 5,250 | 0.00 | 255 | -7.94 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,588 | 86.20 | 1,731 | 71.56 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 13,544 | -1.63 | 659 | -9.37 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 455 | 0.00 | 22 | -8.33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,999 | 195 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,762 | 29.08 | 86 | 18.06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 262 | -79.55 | 13 | -82.09 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 29,845 | 1,452 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 65 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,344 | 29.98 | 65 | 32.65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,280 | 0.00 | 500 | -7.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 76,669 | -2.59 | 3,730 | -10.25 |
Other Listings
| MX:IHF |
