Statistik Asas
| Pemilik Institusi | 182 total, 182 long only, 0 short only, 0 long/short - change of 5.14% MRQ |
| Purata Peruntukan Portfolio | 0.2604 % - change of -21.35% MRQ |
| Saham Institusi (Panjang) | 4,936,891 (ex 13D/G) - change of 0.65MM shares 15.25% MRQ |
| Nilai Institusi (Panjang) | $ 609,608 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (US:LGLV) telah 182 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 4,936,891 saham. Pemegang saham terbesar termasuk Cwm, Llc, Syntegra Private Wealth Group, LLC, Baltimore-Washington Financial Advisors, Inc., Gerber Kawasaki Wealth & Investment Management, LPL Financial LLC, Congress Wealth Management LLC / DE /, Jpmorgan Chase & Co, Morgan Stanley, DORVAL Corp, and State Street Corp .
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (ARCA:LGLV) 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 177.30 / share. Previously, on September 6, 2024, the share price was 165.12 / share. This represents an increase of 7.38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 18,958 | 0.00 | 3,310 | 0.33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,209 | -5.09 | 564 | -4.25 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 41 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 3,246 | 3.34 | 567 | 3.66 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6,183 | -0.48 | 1,080 | -0.19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,786 | -5.30 | 312 | -5.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,683 | -4.49 | 469 | -4.10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 90 | 16 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 57,768 | -35.15 | 10,087 | -34.95 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,718 | -0.99 | 1 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 901 | -6.24 | 157 | -5.99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 91 | 0.00 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,828 | -42.54 | 2 | -33.33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,703 | 0.00 | 297 | 0.34 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,751 | -41.97 | 830 | -41.78 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 1,665 | -3.42 | 289 | -4.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3,713 | 39.90 | 648 | 40.56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 530 | 0.00 | 93 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1,311 | 229 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,760 | -65.02 | 1,879 | -64.92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,341 | 0.00 | 234 | 0.43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 6,961 | -2.81 | 1,215 | -2.49 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 1,660 | -31.09 | 290 | -31.03 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6,062 | 0.00 | 1,058 | 0.28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,501 | -3.22 | 262 | -2.60 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 2,740 | 0.18 | 478 | 0.42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,270 | 3.79 | 1,444 | 4.18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,970 | -2.56 | 1,042 | -2.25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,254 | -19.64 | 394 | -15.12 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 1,734 | -2.42 | 306 | 3.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91,399 | 4.63 | 15,959 | 4.98 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,890 | -4.14 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 369 | 5.43 | 64 | 6.67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,379 | -5.87 | 241 | -5.51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,261 | 0 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 3,044 | 0.00 | 532 | 0.38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 311 | -1.27 | 54 | 0.00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 9,500 | -5.19 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 219 | 38 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,227 | 0.00 | 214 | 0.47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 175,531 | 148.74 | 30,649 | 149.56 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4,936 | -17.86 | 862 | -17.61 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7,210 | -2.96 | 1,251 | -3.33 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32,117 | 3.78 | 5,608 | 4.10 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 304 | 0.00 | 53 | 1.92 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 74,041 | 81.50 | 12,928 | 87.44 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 4,558 | -2.25 | 796 | -1.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,089 | 19.47 | 1,762 | 19.88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 40 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,409 | 44.25 | 418 | 45.30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 17 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,380,611 | 69.48 | 241 | 70.92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 472 | -79.97 | 82 | -80.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,237 | 2.96 | 740 | 3.21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 67,466 | 3.39 | 11,780 | 3.73 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25,127 | -6.77 | 4,387 | -6.46 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15,834 | 4.38 | 2,765 | 4.70 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1,300 | 0.00 | 227 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 619 | 0.49 | 108 | 0.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 667 | -76.93 | 116 | -76.94 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5,166 | 0.00 | 902 | 0.33 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 430 | 2.63 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,537 | 0.23 | 1,141 | 0.53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,330 | 232 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,241 | 14.52 | 2,312 | 14.91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 5,256 | 918 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,442 | -66.37 | 252 | -66.35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,350 | 410 | ||||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21,410 | 3,738 | ||||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 37,037 | 88.81 | 6,467 | 89.45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,710 | 822 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 60 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,353 | -4.31 | 411 | -3.98 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,671 | -34.83 | 816 | -34.64 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11,309 | -22.23 | 1,975 | -21.98 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 10,813 | 0.30 | 1,888 | 0.64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,542 | 2.59 | 269 | 3.07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,067 | -0.74 | 186 | -0.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,967 | -0.56 | 343 | -0.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,171 | -52.56 | 554 | -52.49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,518 | 8.48 | 614 | 8.87 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2,311 | 0.00 | 403 | 0.25 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,168 | -8.66 | 1,252 | -8.35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,186 | 0.09 | 382 | 0.26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,561 | -0.28 | 629 | 4.49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8,655 | -3.73 | 1,511 | -3.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,154 | 0.47 | 376 | 2.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,447 | -1.82 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2,400 | 0.00 | 419 | 0.48 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50,039 | 8,740 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,362 | -3.75 | 238 | -3.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,740 | -7.40 | 479 | -7.18 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 92,605 | 0.00 | 16,170 | 0.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,564 | 8.24 | 2,368 | 8.62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,812 | -10.62 | 491 | -10.24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,139 | -8.15 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 97 | -17.80 | 17 | -20.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 160 | 0.00 | 28 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 | 56 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 698,710 | 8.15 | 122,002 | 8.50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 73,961 | 76.78 | 12,914 | 77.37 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,915 | -0.95 | 858 | -0.58 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1,912 | 54.32 | 334 | 54.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27,248 | 468.38 | 4,623 | 454.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,639 | 0 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21,005 | 2.84 | 3,668 | 3.18 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 2,742 | 0.00 | 477 | 0.00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 6,445 | 1.72 | 1,125 | 2.09 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1,150 | 0.00 | 201 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 346 | 0.00 | 60 | 0.00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 37 | -21.28 | 7 | -25.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43 | 2.38 | 7 | 0.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,155 | 0.00 | 202 | 0.50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,132 | 12.29 | 4,563 | 12.64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1,621 | 283 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 5,155 | 106.61 | 900 | 107.37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,400 | 0.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,001 | 37.27 | 4,890 | 37.71 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 60 | 10 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 4,960 | 866 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 8,967 | -4.59 | 1,566 | -4.28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 16 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 187 | 289.58 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1,603 | 0.50 | 280 | 0.72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 128 | -5.19 | 22 | -4.35 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 42,893 | 7,490 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,855 | -1.28 | 673 | -0.88 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 114,883 | 2.61 | 20,060 | 2.50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,438 | -6.32 | 251 | -5.99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 30,370 | 4.27 | 5,303 | 4.60 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11,617 | 2,028 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 259,539 | -0.60 | 45,318 | -0.28 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,798 | 0.00 | 838 | 0.24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 408 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 294 | -23.24 | 51 | -22.73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,364 | 238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 168,069 | -0.08 | 29,347 | 0.25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,719 | 0.00 | 475 | 0.21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,323 | 4.50 | 231 | 4.55 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2,186 | 0.09 | 382 | 0.26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 | -96.15 | 1 | -96.15 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2,531 | 442 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 279,627 | 1.46 | 48,826 | 1.79 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,678 | 8.40 | 293 | 8.55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,360 | 0.00 | 412 | 0.49 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 33 | -42.11 | 6 | -44.44 | ||||
| 2025-08-14 | 13F | State Street Corp | 103,795 | 99.15 | 18,124 | 99.81 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7,219 | -2.97 | 1,261 | -2.63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,295 | -22.48 | 3,747 | -21.65 | ||||
| 2025-04-15 | 13F | Eagle Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,054 | 0.00 | 184 | 0.55 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 12,094 | 0.40 | 2,112 | 0.72 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,375 | 0.00 | 240 | 0.42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,883 | 21.19 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 5,816 | -4.40 | 1,015 | -4.06 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1,175 | 0.51 | 205 | 0.99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,558 | -3.94 | 1,145 | -3.62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 36.92 | 15 | 36.36 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 252 | 0.80 | 44 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 195,209 | 15.43 | 34,085 | 15.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 168 | 32.28 | 29 | 31.82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 306 | 0.00 | 53 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,739 | 61.83 | 1,526 | 62.41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,786 | -2.12 | 661 | -1.78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,755 | 55.02 | 2,402 | 55.51 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2,342 | 0.30 | 409 | 0.49 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1,400 | 0.00 | 244 | 0.41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,796 | 0.99 | 837 | 1.33 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,525 | 14.15 | 441 | 14.29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3,272 | 0.62 | 571 | 1.06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 378 | 0.00 | 66 | 1.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,525 | 7.02 | 266 | 7.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31,507 | 0.83 | 5,501 | 1.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 187,919 | -9.05 | 32,813 | -8.76 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 64 | 0.00 | 11 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,531 | -2.99 | 617 | -2.69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,375 | 49.62 | 240 | 50.94 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5,639 | 985 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 |
