Statistik Asas
| Pemilik Institusi | 178 total, 176 long only, 0 short only, 2 long/short - change of 1.70% MRQ |
| Purata Peruntukan Portfolio | 0.0777 % - change of 8.59% MRQ |
| Saham Institusi (Panjang) | 3,138,970 (ex 13D/G) - change of 0.16MM shares 5.26% MRQ |
| Nilai Institusi (Panjang) | $ 216,048 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
VanEck ETF Trust - VanEck Agribusiness ETF (US:MOO) telah 178 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,138,970 saham. Pemegang saham terbesar termasuk 1832 Asset Management L.P., Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Money Design Co.,Ltd., Cetera Investment Advisers, RLY - SPDR SSGA Multi-Asset Real Return ETF, Oppenheimer Asset Management Inc., and Barry Investment Advisors, LLC .
VanEck ETF Trust - VanEck Agribusiness ETF (ARCA:MOO) 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 74.77 / share. Previously, on September 9, 2024, the share price was 72.26 / share. This represents an increase of 3.47% 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 | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17,980 | 1.09 | 1,324 | 9.61 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 150 | 0.00 | 11 | 10.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 39,357 | 745.48 | 2,897 | 816.77 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1,179 | -96.32 | 87 | -95.84 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2,247 | 0.00 | 165 | 8.55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 85 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,265 | -0.40 | 166 | 8.50 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 4,780 | 352 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2,807 | -12.47 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 4,249 | -18.02 | 313 | -11.11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 863 | -36.68 | 64 | -31.52 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26,058 | 0.00 | 1,918 | 8.42 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 | 1 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 67 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 29 | 0.00 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 315 | 23 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 378 | -2.83 | 28 | 3.85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 389 | 0.00 | 29 | 7.69 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 24,282 | 2.12 | 1,788 | 10.72 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 12 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,125 | 0.00 | 156 | 8.33 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 2,819 | 208 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29,389 | 7.71 | 2,164 | 16.79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198 | 0.00 | 15 | 7.69 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100 | 0.00 | 7 | 16.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19,237 | -45.52 | 1,417 | -40.95 | ||||
| 2025-04-09 | 13F | Mechanics Bank Trust Department | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,161 | -2.87 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 40,891 | 34.47 | 3,010 | 45.83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 7,746 | -6.74 | 570 | 1.24 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 163 | -26.58 | 12 | -20.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 108 | 575.00 | 8 | 600.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,900 | 0.00 | 140 | 8.59 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 7,167 | -0.17 | 528 | 8.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 216 | -40.98 | 16 | -37.50 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 494 | 0.00 | 36 | 9.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4,099 | 302 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 169 | 0.00 | 12 | 9.09 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3,949 | 0.51 | 291 | 9.02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2,527 | 186 | ||||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 10,613 | 43.65 | 781 | 55.89 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 65,134 | 4,795 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 12 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,265 | -6.88 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,680 | -26.54 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,956 | -19.74 | 954 | -12.97 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 17,968 | -3.35 | 1,323 | 4.75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 300 | -95.24 | 22 | -94.85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 319 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26,920 | 2 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21,417 | -3.50 | 1,577 | 4.65 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,408 | -21.79 | 177 | -15.79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,531 | 5.25 | 334 | 14.04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 49 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 40,398 | 0.57 | 2,974 | 9.10 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 265 | -98.60 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 40,016 | 124.96 | 2,946 | 143.67 | ||||
| 2025-04-23 | 13F | GenTrust, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 21 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 45,464 | -0.72 | 3,347 | 7.69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,268 | 397 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5,568 | 0.00 | 410 | 8.20 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,749 | 48.45 | 350 | 60.83 | ||||
| 2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 600 | 0.00 | 44 | 10.00 | ||||
| 2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,804 | 0 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5,315 | -12.00 | 391 | -4.63 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,625 | -81.53 | 561 | -79.99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 13,800 | 2.22 | 1,016 | 10.81 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3,300 | -96.03 | 243 | -95.72 | |||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 600 | 0.00 | 44 | 10.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,300 | 22.06 | 611 | 32.54 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 3,277 | 8.80 | 241 | 18.14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,955 | -2.89 | 218 | 5.34 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,625 | 0.00 | 120 | 8.18 | ||||
| 2025-06-26 | NP | HRLIX - The Hartford Global Real Asset Fund Class I | 1,932 | -16.40 | 133 | -16.87 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 60 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 16,057 | -0.62 | 1,182 | 7.85 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 20,581 | -3.89 | 1,515 | 4.27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 345 | 0.00 | 25 | 8.70 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 545,736 | -0.58 | 40,177 | 7.81 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 300 | 22 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 132 | 0.00 | 10 | 12.50 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 33,269 | -23.56 | 2,259 | -19.59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,741 | 18.05 | 864 | 28.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 160,630 | 0.60 | 11,826 | 9.09 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 334 | 0.00 | 25 | 9.09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,119 | 0.00 | 82 | 9.33 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 298 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,108 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 30,350 | -6.47 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2,900 | -6.45 | 197 | -2.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 | 0.00 | 11 | 10.00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 226 | 0.00 | 17 | 6.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,958 | 93.15 | 880 | 109.52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31,279 | 38.81 | 2,303 | 50.56 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 38,960 | -3.77 | 2,868 | 4.37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44,478 | 672.59 | 3,274 | 739.49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10,726 | -1.69 | 790 | 6.62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,833 | 1.95 | 577 | 10.56 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,550 | 114 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 770 | -33.91 | 57 | -29.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 476 | 35 | ||||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 34,942 | 0.00 | 2,572 | 8.43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88,079 | 4.21 | 6,484 | 13.02 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,122 | -26.59 | 230 | -20.49 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 104 | 108.00 | 8 | 133.33 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 16,064 | 36.82 | 1,183 | 48.31 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 62,267 | 2.78 | 4,584 | 11.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,574 | 40.41 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 39,588 | 24.58 | 2,914 | 35.10 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7,266 | -6.44 | 535 | 1.33 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 350 | 0.00 | 26 | 8.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 449 | 0.00 | 33 | 10.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 721 | 53 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 42 | -12.50 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 264,492 | -7.00 | 19,472 | 0.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 292,092 | 3.49 | 21,504 | 12.22 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 8 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 11,152 | -3.07 | 833 | 14.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 87 | 155.88 | 6 | 200.00 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5,001 | 0.00 | 368 | 8.55 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 750 | 0.00 | 55 | 10.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,426 | 0.00 | 252 | 8.62 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 350 | 0.00 | 26 | 8.70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,658 | -7.43 | 122 | 0.83 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,636 | 5.01 | 415 | 13.74 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 77 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 23,905 | -0.17 | 1,760 | 8.25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,966 | 0.00 | 292 | 8.18 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 | 0.00 | 15 | 7.69 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9,446 | 0.00 | 695 | 8.42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 570 | 0.00 | 42 | 7.89 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 100 | 0.00 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5,037 | 0.00 | 371 | 8.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,992 | 7.01 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,950 | 4.39 | 438 | 13.47 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 40 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,992 | 107.05 | 662 | 124.83 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3,000 | 0.00 | 221 | 8.37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,691 | 345 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7,492 | 2.31 | 552 | 10.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 31,000 | 0.00 | 2,282 | 8.46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,287 | 29.06 | 545 | 46.24 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,544 | 0.00 | 187 | 8.72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 243 | 0.00 | 18 | 6.25 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | 7 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,173 | 3.81 | 602 | 12.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18,260 | 1,344 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4,402 | -25.72 | 324 | -19.40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,422 | -4.80 | 473 | 3.28 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 90,243 | -7.17 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 218,449 | 51.43 | 16,082 | 64.22 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1,802 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 415 | 0.00 | 31 | 7.14 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4,000 | 0.00 | 294 | 8.49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF This fund is a listed as child fund of State Street Corp 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 | 85,851 | 405.72 | 6,320 | 448.61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 866 | 20.95 | 64 | 31.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31,336 | 1.64 | 2,307 | 10.18 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4,472 | 0.00 | 329 | 8.58 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 5,413 | -87.52 | 399 | -86.49 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 16,427 | 1,209 | ||||||
| 2025-04-30 | 13F | ARGI Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,410 | -0.06 | 251 | 8.66 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 8,600 | 0.00 | 633 | 8.58 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 315 | 38.16 | 23 | 53.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,636 | -73.07 | 709 | -70.81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4,900 | 19.51 | 361 | 29.50 | |||
| 2025-08-14 | 13F | Fmr Llc | 2,606 | 31.09 | 192 | 42.54 | ||||
| 2025-08-14 | 13F | Comerica Bank | 18,815 | 3.53 | 1,385 | 12.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 245 | 0.00 | 18 | 12.50 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 53,175 | 3,915 | ||||||
| 2025-07-23 | 13F | Wormser Freres Gestion | 700 | 0.00 | 51 | 8.51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | 12.50 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 22,844 | 1,682 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2,800 | -49.09 | 206 | -44.77 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 500 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31,880 | -9.94 | 2,347 | -2.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 50 | -25.37 | 4 | -25.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34 | 3 | ||||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 12,995 | -0.57 | 957 | 7.78 |
