Statistik Asas
| Pemilik Institusi | 141 total, 141 long only, 0 short only, 0 long/short - change of -2.07% MRQ |
| Purata Peruntukan Portfolio | 0.7825 % - change of -13.16% MRQ |
| Saham Institusi (Panjang) | 66,927,129 (ex 13D/G) - change of 2.33MM shares 3.61% MRQ |
| Nilai Institusi (Panjang) | $ 1,275,932 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF (US:TIPX) telah 141 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 66,927,129 saham. Pemegang saham terbesar termasuk State Street Corp, SSBRX - State Street Target Retirement 2025 Fund Class I, SSBWX - State Street Target Retirement 2030 Fund Class I, SSFNX - State Street Target Retirement Fund Class I, SSBNX - State Street Target Retirement 2020 Fund Class I, RLY - SPDR SSGA Multi-Asset Real Return ETF, LPL Financial LLC, SSCJX - State Street Target Retirement 2035 Fund Class I, St Germain D J Co Inc, and Brio Consultants, LLC .
SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF (ARCA:TIPX) 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 19.35 / share. Previously, on September 6, 2024, the share price was 18.81 / share. This represents an increase of 2.87% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
Upgrade to unlock premium data.
| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-06-05 | TRUIST FINANCIAL CORP | 49,574 | 51,815 | 4.52 | 0.10 | -99.85 |
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 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Park Avenue Securities Llc | 122,594 | -4.11 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,922 | 7.54 | 209 | 7.73 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 103,433 | 7.02 | 1,980 | 6.74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60,993 | -15.40 | 1,167 | -15.62 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 32,987 | -8.21 | 631 | -8.42 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 570 | 0.00 | 11 | 0.00 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 135,340 | -54.92 | 2,590 | -55.04 | ||||
| 2025-08-28 | NP | SSBRX - State Street Target Retirement 2025 Fund Class I 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 | 18,363,152 | 0.88 | 351,471 | 0.62 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 378,409 | 21.86 | 7,243 | 21.53 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 93,772 | 1,795 | ||||||
| 2025-05-28 | NP | SSBNX - State Street Target Retirement 2020 Fund Class I 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 | 7,522,698 | -14.27 | 144,361 | -11.02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 130,121 | -1.49 | 2,491 | -1.74 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17,747 | 69.10 | 340 | 68.66 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 65 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 452,126 | 3.68 | 8,654 | 3.41 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68,046 | 209.45 | 1,302 | 209.26 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 43,970 | -0.34 | 842 | -0.59 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 207 | -87.16 | 4 | -90.00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 77,539 | -9.42 | 1,484 | -9.62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 57,134 | 0.68 | 1,094 | 0.37 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 230,884 | 2.52 | 4,419 | 2.27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 535 | 494.44 | 10 | 900.00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 29,569 | -4.60 | 566 | -4.88 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 188,963 | 70.08 | 3,617 | 69.61 | ||||
| 2025-08-28 | NP | SSFNX - State Street Target Retirement Fund Class I 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 | 14,177,760 | 1.20 | 271,362 | 0.93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 21,755 | 529.85 | 416 | 530.30 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 43,360 | -8.55 | 830 | -8.80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,534 | -13.63 | 29 | -14.71 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 16,203 | -2.12 | 310 | -2.21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 637,279 | 7.33 | 12,198 | 7.05 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23,870 | -11.46 | 457 | -11.80 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 142,126 | 84.68 | 2,717 | 84.83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 20 | 0 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 64,444 | 0.84 | 1,233 | 0.57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 13,227 | -29.58 | 252 | -29.61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109,463 | 0.75 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 748 | 14 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,230,322 | 6.16 | 23,548 | 5.89 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23,101 | 4.83 | 442 | 4.74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 322 | -0.62 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 20,120 | -0.34 | 385 | -0.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 83,507 | 6.70 | 1,598 | 6.46 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 318,981 | -1.06 | 6,105 | -1.31 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 18,887 | -12.73 | 360 | -13.49 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 10,450 | 200 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 864,922 | 3.53 | 16,555 | 3.26 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 175,092 | 93.57 | 3,351 | 93.14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 158,785 | -77.45 | 3,039 | -77.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 330,620 | -0.79 | 6,328 | -1.05 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 47,164 | -86.21 | 903 | -86.26 | ||||
| 2025-08-28 | NP | SSBWX - State Street Target Retirement 2030 Fund Class I 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 | 17,640,984 | 10.20 | 337,648 | 9.92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,497 | 220 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5,598 | 9.06 | 107 | 9.18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 50,504 | 13.00 | 967 | 12.72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 745,340 | 1.87 | 14,266 | 1.60 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 79 | -66.53 | 2 | -75.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,216 | 10.83 | 311 | 15.19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 51,969 | 4.84 | 995 | 4.52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,286 | -28.47 | 101 | -28.37 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 18,503 | 4.83 | 354 | 4.73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 13,759 | 1.91 | 263 | 1.54 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 77,465 | 10.05 | 1,483 | 9.78 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 20 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 74,525 | 91.61 | 1,426 | 91.15 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 9 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 82,534 | 407.28 | 1,582 | 407.05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,308 | 197 | ||||||
| 2025-07-10 | 13F | Security National Bank | 600,823 | -4.58 | 11,500 | -4.83 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 236,548 | -75.90 | 4,528 | -75.96 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 17,912 | 343 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 47,728 | 4.77 | 914 | 4.46 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,800 | -33.68 | 73 | -33.94 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 67,240 | 34.51 | 1,287 | 34.10 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 33,824 | -0.19 | 647 | -0.46 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 8,386 | 0.00 | 161 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74,798 | 0.22 | 1,432 | -0.07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 23,708 | -3.97 | 454 | -4.23 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,743 | -31.10 | 416 | -31.24 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 502,279 | 9,614 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | Variable Insurance Products Fund V - Target Volatility Portfolio Service Class | 59,925 | 0.00 | 1,147 | -0.26 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 37,067 | 0.27 | 709 | 0.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20,026 | -14.51 | 383 | -14.70 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation 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 | 539,336 | 5.01 | 10,323 | 4.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 380 | 0.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25,066 | 54.58 | 480 | 54.02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 27,242 | 80.88 | 521 | 80.28 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,526 | 16.31 | 29 | 20.83 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 16,999 | 8.50 | 325 | 8.33 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 200,289 | -3.91 | 3,807 | -3.86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60,409 | -8.84 | 1,156 | -8.62 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,518 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,556 | 0.00 | 30 | 0.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24,886 | 12.92 | 476 | 12.80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19,402 | -57.30 | 371 | -55.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 126,654 | 6.25 | 2,424 | 5.99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,797 | 0.73 | 0 | |||||
| 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 | 2,835,147 | 29.92 | 54,265 | 29.58 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,358,568 | 2.01 | 45,143 | 1.74 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 13,030 | -1.21 | 249 | -1.58 | ||||
| 2025-08-14 | 13F | State Street Corp | 51,951,485 | 5.97 | 994,351 | 5.70 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 31,169 | -41.82 | 597 | -42.02 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 44,537 | -6.56 | 852 | -6.78 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 307,908 | 7.59 | 5,893 | 7.32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22 | -98.63 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 98,000 | 0.00 | 1,876 | -0.27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 17,376 | -0.33 | 333 | -0.60 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 | -86.21 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 16,022 | -1.16 | 307 | -1.61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12,592 | -17.36 | 240 | -18.15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,748 | 0.00 | 33 | 0.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 | 0 | ||||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 140 | 3 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 13,950 | 0.00 | 267 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,799 | -2.54 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 67,495 | 1.49 | 1,292 | 1.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 132,833 | -82.49 | 2,542 | -82.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 693,995 | 3.71 | 13,283 | 3.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 98,882 | 251.31 | 1,893 | 250.37 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,843 | 2.25 | 208 | 1.97 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 295,468 | 2.68 | 5,655 | 2.41 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 6,209 | 23.05 | 119 | 22.92 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 39,604 | 9.18 | 758 | 8.91 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,074 | -16.20 | 173 | -16.91 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 210,632 | -11.39 | 4,031 | -11.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,116 | -0.46 | 500 | -0.79 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,491 | -42.44 | 622 | -42.66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 157,151 | 3.90 | 3,008 | 3.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,999 | 0.66 | 804 | 0.38 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 40,878 | 62.80 | 782 | 62.58 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,976 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,357 | 62.92 | 198 | 63.64 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 78,813 | -6.62 | 1,508 | -6.86 | ||||
| 2025-08-28 | NP | SSCJX - State Street Target Retirement 2035 Fund Class I 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 | 1,711,997 | 113.27 | 32,768 | 112.72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 355 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 470 | 410.87 | 9 | 700.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 141 | 0.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 12,574 | 0.00 | 241 | -0.41 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 28,957 | -61.65 | 556 | -61.19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,419 | 0.00 | 27 | 0.00 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 99 | 11.24 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,572 | 394 |
