Statistik Asas
| Pemilik Institusi | 237 total, 235 long only, 0 short only, 2 long/short - change of -6.27% MRQ |
| Purata Peruntukan Portfolio | 0.0804 % - change of -15.54% MRQ |
| Saham Institusi (Panjang) | 3,398,478 (ex 13D/G) - change of -0.72MM shares -17.39% MRQ |
| Nilai Institusi (Panjang) | $ 119,849 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Global X Funds - Global X Lithium & Battery Tech ETF (US:LIT) telah 237 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,398,478 saham. Pemegang saham terbesar termasuk Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Whitcomb & Hess, Inc., Bnp Paribas Arbitrage, Sa, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, and Wells Fargo & Company/mn .
Global X Funds - Global X Lithium & Battery Tech ETF (ARCA:LIT) 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 3, 2025 is 46.91 / share. Previously, on September 4, 2024, the share price was 36.72 / share. This represents an increase of 27.75% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Barclays Plc | 8,693 | 66.44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,523 | 47.02 | 481 | 45.45 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 326 | 18.12 | 12 | 20.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 97 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,729 | -8.48 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 61 | 0.00 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12,304 | 21.69 | 472 | 20.41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,901 | -6.03 | 419 | -7.11 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 900 | 0.00 | 0 | |||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39,508 | 8.40 | 1,517 | 7.28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 681 | 26 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 49,544 | 2,143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 187 | 7 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 63 | 0.00 | 2 | 0.00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,952 | 77.45 | 80 | 88.10 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Nova Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 31,200 | 16.85 | 1,198 | 15.75 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,983 | -7.94 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 0.00 | 27 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 854 | 33 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 11 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,119 | 16.44 | 1,656 | 15.25 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,025 | -87.92 | 78 | -88.15 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,531 | -21.49 | 212 | -22.34 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 6,064 | 11.72 | 233 | 10.48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,633 | -0.98 | 101 | -1.94 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 24 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 130 | -33.33 | 5 | -42.86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,886 | -3.67 | 111 | -5.17 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,270 | 1,182.35 | 126 | 1,288.89 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 680 | 0.29 | 26 | 0.00 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 68 | 51.11 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 382 | 0.00 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 889 | 0.00 | 34 | -15.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84,202 | -4.80 | 3,233 | -5.77 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 405 | 16 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,785 | 0.00 | 261 | -1.14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,440 | -72.18 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 468 | 0.00 | 18 | -5.56 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,015 | -39.76 | 39 | -41.54 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 527 | -55.30 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 800 | 0.00 | 31 | -3.23 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 130 | 0.00 | 5 | -20.00 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,530 | 12.67 | 59 | 11.54 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 310 | 0.00 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43,728 | 1,679 | ||||||
| 2025-05-14 | 13F | Walleye Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,407 | -31.59 | 215 | -30.07 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26,914 | -0.37 | 1,033 | -1.43 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6,450 | -7.99 | 248 | -8.86 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 405 | 0.00 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7,044 | -7.57 | 271 | -8.14 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 222 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 64 | 2 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5,383 | -22.03 | 207 | -22.47 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 26 | 0.00 | 1 | -100.00 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,242 | 0.00 | 48 | -2.08 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 447 | 0.00 | 18 | 5.88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 19,967 | -15.81 | 767 | -16.74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 185 | 0.00 | 7 | 0.00 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 0.00 | 33 | -3.03 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 132 | -53.19 | 5 | -54.55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 15,550 | 0.00 | 603 | 0.00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 65 | -93.11 | 2 | -94.44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 35 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,154 | -16.93 | 83 | -18.00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 333 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 10 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 848 | 0.00 | 33 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,948 | -30.77 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 286 | -82.72 | 11 | -84.37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5,360 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68 | -42.86 | 3 | -50.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,514 | -17.65 | 1,748 | -18.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7,307 | -9.08 | 281 | -9.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,722 | -43.47 | 66 | -44.07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 7,930 | -0.31 | 305 | -1.30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 680 | -42.81 | 26 | -45.83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,041 | -19.06 | 462 | -19.93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7,121 | 32.58 | 273 | 31.25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 15,838 | 0.06 | 608 | -0.98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39,540 | 10.75 | 1,492 | 7.96 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 12,355 | 0.00 | 474 | -1.04 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 133 | 2.31 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Longbow Finance SA | 80,000 | 0.00 | 3,072 | -1.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 33,226 | -7.21 | 1,276 | -8.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 46,200 | -45.45 | 1,774 | -46.01 | |||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 185 | 0.00 | 7 | 0.00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,908 | -24.09 | 1,341 | -30.82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,412 | -2.32 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0.00 | 23 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 238 | -52.96 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 192,021 | 1.29 | 7,374 | 0.24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 105 | 0.00 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 65 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13,924 | -14.11 | 553 | 7.38 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 24,870 | 0.00 | 955 | -0.93 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 605 | -19.12 | 23 | -20.69 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 283 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 26 | 0.00 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85,464 | -11.07 | 3,282 | -11.99 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6,050 | 0.88 | 232 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 147 | -20.54 | 6 | -28.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,617 | -21.41 | 216 | -22.38 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 559 | 0.00 | 21 | 0.00 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 38,462 | 7.21 | 1,477 | 6.11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 67 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 22 | -81.36 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,549 | -2.71 | 367 | -3.68 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,342 | 0.00 | 52 | -1.92 | ||||
| 2025-05-09 | 13F | Halter Ferguson Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 50 | 0.00 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 1,546 | -3.44 | 59 | -4.84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 100 | 4 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 767 | 0.00 | 29 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24 | 0.00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 213,344 | -45.64 | 8,192 | -46.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,019 | 0.36 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 250,297 | -22.93 | 9,611 | -23.73 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 65 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 100 | 4 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 151,622 | -16.99 | 5,822 | -17.85 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 14,062 | 98.00 | 540 | 96.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 12 | ||||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 1,699 | 0.00 | 65 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 306 | 0.00 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 450 | -10.00 | 17 | -10.53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28,542 | -13.34 | 1,096 | -14.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 22,700 | -70.63 | 872 | -70.96 | |||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 196 | 0.00 | 8 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Canal Insurance CO | 30,000 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 884 | -62.87 | 34 | -65.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38,226 | 134.17 | 1,468 | 131.75 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 55 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 260 | 0.00 | 10 | -10.00 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 36,802 | -14.80 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8,091 | -12.07 | 312 | -12.89 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 159 | 0.00 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 810 | 0.00 | 31 | 3.33 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | -13.04 | 19 | -13.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58,138 | -6.56 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,084 | -38.62 | 42 | -39.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,214 | -7.64 | 853 | -8.68 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 206 | -33.76 | 8 | -41.67 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 216 | 8 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 514 | 0.00 | 20 | 0.00 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 125 | 0.00 | 5 | 0.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 671 | 0.00 | 26 | -3.85 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,474 | 210 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 35 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 24 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 680 | 26 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 912 | 0.00 | 35 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25,000 | 960 | ||||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348,960 | -20.01 | 13,400 | -20.83 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 38 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5,690 | 1.68 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 | -3.23 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21,911 | -59.71 | 841 | -60.14 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,000 | 0.00 | 38 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 495 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 9,863 | -65.47 | 379 | -65.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22,033 | 9.01 | 846 | 7.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 687 | -61.23 | 26 | -61.76 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 285 | 0.00 | 11 | -9.09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 129 | -65.14 | 5 | -71.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,099 | -8.34 | 42 | 10.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,957 | 128.53 | 574 | 126.88 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 6,257 | 240 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 8,454 | -38.84 | 325 | -39.55 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | -63.27 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 86,643 | -6.89 | 3,328 | -7.84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,313 | -18.45 | 50 | -19.35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9,004 | -85.97 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 33 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 261 | -50.85 | 10 | -52.38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 421 | 16 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 291 | 0.00 | 11 | 0.00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 9,441 | -66.05 | 363 | -68.05 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 1,764 | -38.79 | 68 | -39.64 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,398 | 1.90 | 514 | 0.78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 220 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 42,727 | -13.37 | 1,733 | -9.51 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 630 | -54.71 | 24 | -54.72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 897 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 23,873 | 64.44 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 9,230 | -77.26 | 354 | -77.85 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 17 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 6,900 | 265 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 600 | 0.00 | 23 | 0.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,448 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,603 | 0.68 | 369 | -0.54 | ||||
| 2025-08-08 | 13F | Pinnbrook Capital Management Lp | 38,515 | 1,479 | ||||||
| 2025-04-22 | 13F | Country Trust Bank | 132 | 0.00 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | 0.00 | 18 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,000 | 77 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 850 | 0.00 | 33 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 151,822 | -0.98 | 5,830 | -2.02 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 496 | -7.46 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,633 | -19.91 | 526 | -20.30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 555 | 0.00 | 21 | 0.00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,041 | -13.11 | 78 | -14.29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 0.00 | 18 | 0.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 187 | -23.36 | 7 | -22.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,629 | -5.13 | 3,595 | -6.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51,769 | -23.91 | 1,988 | -24.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 263,492 | -10.25 | 10,118 | -11.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 831 | 0.00 | 32 | 3.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 38,400 | -26.01 | 1,475 | -26.78 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12,800 | -38.16 | 492 | -38.85 | |||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 759 | 0.00 | 29 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,949 | -2.19 | 228 | -2.98 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,373 | -4.25 | 246 | -6.49 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 924 | 0.00 | 36 | -5.41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 9 | 0 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,295 | -3.74 | 126 | -4.55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,150 | -6.57 | 198 | -7.51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 | -98.33 | 0 | -100.00 |
