Basisstatistiken
| Institutionelle Eigentümer | 224 total, 223 long only, 0 short only, 1 long/short - change of 4,65% MRQ |
| Durchschnittliche Portfolioallokation | 0.1040 % - change of 6,59% MRQ |
| Institutionelle Aktien (Long) | 5.259.349 (ex 13D/G) - change of 0,04MM shares 0,83% MRQ |
| Institutioneller Wert (Long) | $ 328.384 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (GB:0IJH) hat 224 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 5,259,349 Aktien. Die größten Aktionäre sind UBS Group AG, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Gray Foundation, Biltmore Family Office, LLC, Royal Bank Of Canada, CI Private Wealth, LLC, M & L Capital Management Ltd, and Armstrong Advisory Group, Inc .
Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF (LSE:0IJH) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 200 | 13 | ||||||
| 2025-10-22 | 13F | Blue Bell Private Wealth Management, Llc | 15 | 0,00 | 1 | |||||
| 2025-10-08 | 13F | Wedmont Private Capital | 6.400 | 0,00 | 434 | 11,89 | ||||
| 2025-11-06 | 13F | Costello Asset Management, INC | 325 | 0,00 | 21 | 10,53 | ||||
| 2025-10-14 | 13F | Cranbrook Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 86.342 | -2,29 | 5.661 | 7,16 | ||||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 158 | 0,00 | 10 | 11,11 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 37 | 0,00 | 2 | |||||
| 2025-11-07 | 13F | Main Street Group, LTD | 2 | 0,00 | 0 | |||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 616 | 40 | ||||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 340 | 0,00 | 22 | 10,00 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 905 | 59 | ||||||
| 2025-10-21 | 13F | Fountainhead AM, LLC | 30.616 | -88,34 | 2.007 | -87,21 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 5 | 0,00 | 0 | |||||
| 2025-10-14 | 13F | Farther Finance Advisors, LLC | 4.501 | 16,06 | 295 | 27,71 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 1.290 | 0,00 | 85 | 9,09 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 74 | 135,48 | ||||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 0 | 0 | ||||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 8.393 | -27,56 | 535 | -10,23 | ||||
| 2025-10-28 | 13F | Wealth Effects Llc | 3.077 | 202 | ||||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 3.443 | 2,38 | 226 | 11,94 | ||||
| 2025-10-20 | 13F | James J. Burns & Company, LLC | 9.857 | 4,00 | 646 | 14,13 | ||||
| 2025-10-24 | 13F | Avion Wealth | 169 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 201.507 | 0,09 | 13.211 | 9,76 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-11-12 | 13F | Carmel Capital Management L.L.C. | 98.140 | 0,26 | 6.434 | 9,96 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Valley National Advisers Inc | 556 | 164,76 | 0 | |||||
| 2025-10-22 | 13F | Wilson & Boucher Capital Management, LLC | 3.575 | -5,30 | 234 | 4,00 | ||||
| 2025-10-21 | 13F | Signaturefd, Llc | 277 | 24,77 | 18 | 38,46 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 154 | -31,25 | 10 | -23,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 76 | 5 | ||||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 188 | 0,00 | 12 | 9,09 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 7 | 20,00 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-10-22 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 4.596 | 0,00 | 301 | 9,85 | ||||
| 2025-11-07 | 13F | Aspiring Ventures, LLC | 7.500 | 0,00 | 492 | 9,60 | ||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 124.092 | -3,95 | 8.137 | 5,35 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 4.333 | -1,12 | 284 | 8,40 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 7.814 | 424,08 | 512 | 475,28 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 1.547 | 526,32 | 101 | 621,43 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 9.375 | 139,83 | 615 | 163,52 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 64 | 0,00 | 4 | 33,33 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 37 | 0 | ||||||
| 2025-10-24 | 13F | Citizens Financial Group Inc/ri | 5.353 | 4,92 | 351 | 15,13 | ||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 1.250 | 0,00 | 82 | 9,46 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 11.094 | -0,30 | 727 | |||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.380 | -0,86 | 681 | 8,80 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | UBS Group AG | 670.743 | -7,86 | 43.974 | 1,05 | ||||
| 2025-11-12 | 13F | LOM Asset Management Ltd | 550 | 0,00 | 36 | 9,09 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 13.338 | 0,87 | 874 | 10,63 | ||||
| 2025-10-16 | 13F | Ronald Blue Trust, Inc. | 2.988 | 0,00 | 196 | 9,55 | ||||
| 2025-11-14 | 13F | Creative Planning | 14.555 | 2,21 | 954 | 12,10 | ||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 101 | 7 | ||||||
| 2025-11-14 | 13F | Summit Financial, LLC | 31.053 | 1,56 | 2.036 | 11,38 | ||||
| 2025-10-23 | 13F | RPG Investment Advisory, LLC | 23.299 | -1,96 | 1.527 | 7,54 | ||||
| 2025-11-06 | 13F | Oppenheimer & Co Inc | 10.422 | -1,27 | 683 | 8,24 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 5.807 | 381 | ||||||
| 2025-10-16 | 13F | Nvwm, Llc | 39 | 3 | ||||||
| 2025-11-10 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 18.559 | -2,22 | 1.217 | 7,23 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 305 | 0,00 | 20 | 5,56 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 12.940 | 0,00 | 1 | |||||
| 2025-11-10 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 13.002 | -0,28 | 852 | 9,37 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 5.102 | -87,26 | 334 | -86,04 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Summit Asset Management, LLC | 5.838 | 49,69 | 383 | 63,95 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 600 | 39 | ||||||
| 2025-11-14 | 13F | Peapack Gladstone Financial Corp | 5.600 | 0,00 | 0 | |||||
| 2025-10-22 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Newbridge Financial Services Group, Inc. | 151 | 0,00 | 10 | 0,00 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 21.225 | 0,00 | 1.392 | 9,70 | ||||
| 2025-11-12 | 13F | Greenwich Wealth Management LLC | 7.939 | 0,00 | 1 | |||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 43.311 | 2.839 | ||||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 3.100 | 203 | ||||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 12.559 | 823 | ||||||
| 2025-11-12 | 13F | LPL Financial LLC | 328.460 | 9,25 | 21.534 | 19,81 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 10.695 | 108,36 | 701 | 129,08 | ||||
| 2025-10-08 | 13F | Fiduciary Alliance LLC | 3.271 | 214 | ||||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 20.008 | -12,16 | 1.312 | -3,67 | ||||
| 2025-11-14 | 13F | Manchester Capital Management LLC | 2.600 | 0,00 | 170 | 9,68 | ||||
| 2025-11-07 | 13F | Crestwood Advisors Group LLC | 58.942 | -0,16 | 3.864 | 9,49 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 56.550 | 5,88 | 3.707 | 16,13 | ||||
| 2025-11-10 | 13F | Washington Trust Advisors, Inc. | 206 | 51,47 | 14 | 62,50 | ||||
| 2025-11-14 | 13F | Comerica Bank | 4.813 | -0,04 | 316 | 9,76 | ||||
| 2025-11-14 | 13F | Bank OZK | 23.959 | -0,08 | 1.571 | 9,56 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Call | 13.400 | -26,78 | 879 | -19,67 | |||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Put | 5.100 | 334 | |||||
| 2025-10-09 | 13F | Whalen Wealth Management Inc. | 3.491 | 229 | ||||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 7.258 | -1,36 | 476 | 8,20 | ||||
| 2025-10-23 | 13F | SG Americas Securities, LLC | 50.000 | 3 | ||||||
| 2025-11-25 | 13F | Kimelman & Baird, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 9.689 | 33,33 | 635 | 46,31 | ||||
| 2025-10-06 | 13F | Trust Co | 79 | 0,00 | 5 | 25,00 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 299 | 143,09 | 20 | 171,43 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 906 | -73,40 | 59 | -70,94 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 40.783 | 1,65 | 2.674 | 11,47 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 67.156 | -17,96 | 4.403 | -10,03 | ||||
| 2025-11-03 | 13F | Cloud Capital Management, LLC | 585 | 0 | ||||||
| 2025-11-13 | 13F | Mustico Financial Group, Inc. | 6.058 | 11,42 | 404 | 19,17 | ||||
| 2025-11-12 | 13F | Barclays Plc | 3.500 | 0,00 | 229 | |||||
| 2025-11-12 | 13F | Blair William & Co/il | 3.322 | -7,05 | 218 | 1,88 | ||||
| 2025-11-13 | 13F | Financial Freedom, LLC | 6.997 | 0,01 | 459 | 9,57 | ||||
| 2025-11-13 | 13F | Pinnacle Associates Ltd | 44.805 | -0,88 | 2.937 | 8,70 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 17.024 | 16,81 | 1.116 | 28,13 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 200 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Morgan Stanley | 513.502 | 5,36 | 33.665 | 15,55 | ||||
| 2025-11-14 | 13F | Clearwater Capital Advisors, LLC | 3.818 | 0,00 | 250 | 9,65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 2.944 | -0,03 | 193 | 9,09 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 39.851 | 8,62 | 2.613 | 19,11 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 706 | 635,42 | 46 | 820,00 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 4.961 | 0,00 | 325 | 9,80 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 18.104 | -81,42 | 1.187 | -79,64 | ||||
| 2025-10-27 | 13F | Creekside Partners | 7.110 | 0,00 | 466 | 9,65 | ||||
| 2025-11-07 | 13F | Fortis Group Advisors, LLC | 18.719 | 3.628,88 | 1.301 | 4.236,67 | ||||
| 2025-11-14 | 13F | Prudential Plc | 7.540 | -73,49 | 494 | -70,94 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 21.392 | -3,09 | 1.402 | 6,29 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 117 | 0,00 | 8 | 16,67 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 5.621 | 0 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 50 | -74,23 | 3 | -72,73 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 300 | 0,00 | 20 | 11,76 | ||||
| 2025-11-26 | 13F | Vermillion & White Wealth Management Group, LLC | 34 | 0,00 | 2 | 0,00 | ||||
| 2025-10-16 | 13F | Rainier Family Wealth Inc | 25.258 | 8,73 | 1.656 | 19,24 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 29.624 | 57,16 | 1.942 | 72,47 | ||||
| 2025-10-22 | 13F | Crews Bank & Trust | 454 | 354,00 | 30 | 480,00 | ||||
| 2025-10-14 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 62.817 | 0,61 | 4.118 | 10,34 | ||||
| 2025-11-03 | 13F | American Institute for Advanced Investment Management, LLP | 3.063 | 201 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | CIBC World Markets Inc. | 8.817 | 2,19 | 578 | 12,23 | ||||
| 2025-10-15 | 13F | Curbstone Financial Management Corp | 23.540 | 13,28 | 1.543 | 24,24 | ||||
| 2025-10-10 | 13F | Matauro, Llc | 4.110 | 0,00 | 269 | 9,80 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1.445 | -0,76 | 95 | 8,05 | ||||
| 2025-11-14 | 13F | Wiser Advisor Group LLC | 106 | 7 | ||||||
| 2025-10-31 | 13F | PFG Investments, LLC | 4.688 | 19,65 | 307 | 31,20 | ||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 360 | 0,00 | 24 | 9,52 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 9.802 | 63,20 | 643 | 78,83 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Bellevue Asset Management, Llc | 517 | 0,00 | 34 | 10,00 | ||||
| 2025-11-13 | 13F | Camden Capital, LLC | 9.302 | 0,00 | 610 | 9,53 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Humankind Investments LLC | 41.500 | 0,00 | 2.721 | 9,68 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | SOL Capital Management CO | 8.160 | -15,09 | 1 | |||||
| 2025-11-06 | 13F | Objectivity Squared, LLC | 9.674 | 0,00 | 634 | 9,69 | ||||
| 2025-11-14 | 13F | Beck Capital Management, Llc | 10.125 | 664 | ||||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 4.982 | -21,79 | 327 | -14,21 | ||||
| 2025-10-07 | 13F | Quintet Private Bank (Europe) S.A. | 600 | 0,00 | 39 | 11,43 | ||||
| 2025-10-01 | 13F | Vigilare Wealth Management | 3.667 | 0,00 | 240 | 9,59 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 649 | 0,00 | 43 | 10,53 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Winch Advisory Services, LLC | 3.438 | 0,00 | 225 | 9,76 | ||||
| 2025-10-16 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3.873 | -14,05 | 254 | -5,95 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 2.620 | 0,00 | 174 | 10,90 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 384 | 207,20 | 25 | 257,14 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 8.253 | 69,01 | 541 | 85,91 | ||||
| 2025-10-22 | 13F | Ellis Investment Partners, LLC | 4.540 | 0,00 | 298 | 9,59 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 302 | 20 | ||||||
| 2025-11-05 | 13F | SBI Securities Co., Ltd. | 598 | -22,94 | 39 | -15,22 | ||||
| 2025-12-03 | 13F | Ssa Swiss Advisors Ag | 1.500 | 0,00 | 98 | 3,16 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 84.781 | 9,34 | 5.558 | 20,17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6.077 | 363 | ||||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 7.973 | -0,98 | 523 | 8,52 | ||||
| 2025-11-12 | 13F | Group One Trading, L.p. | 163 | 0,00 | 11 | 11,11 | ||||
| 2025-10-30 | 13F | Smart Portfolios, LLC | 3.075 | -16,44 | 202 | -8,22 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 74 | 0,00 | 5 | 0,00 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 11.767 | -12,50 | 771 | -3,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 5.756 | -56,88 | 397 | -53,19 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 9.167 | -1,19 | 601 | 8,30 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 600 | 0,00 | 39 | 11,43 | ||||
| 2025-11-17 | 13F | Triumph Capital Management | 319 | 21 | ||||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 9.305 | -0,98 | 610 | 8,73 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 5.609 | -11,38 | 368 | -2,91 | ||||
| 2025-10-21 | 13F | Clay Northam Wealth Management, LLC | 14.528 | 0,97 | 952 | 10,70 | ||||
| 2025-11-17 | 13F | Hancock Prospecting Pty Ltd | 21.793 | 0,00 | 1.429 | 9,68 | ||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 14.883 | -3,63 | 976 | 5,63 | ||||
| 2025-11-06 | 13F | Stratos Wealth Partners, LTD. | 57.904 | -1,86 | 3.796 | 7,63 | ||||
| 2025-11-07 | 13F | Burke & Herbert Bank & Trust Co | 17.756 | -0,42 | 1.164 | 9,30 | ||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 3.764 | 43,23 | 247 | 56,69 | ||||
| 2025-10-22 | 13F | Milestones Private Investment Advisors LLC | 7.305 | 0,00 | 479 | 9,63 | ||||
| 2025-11-06 | 13F | CENTRAL TRUST Co | 1.000 | 0,00 | 66 | 10,17 | ||||
| 2025-10-23 | 13F | Ethos Financial Group, LLC | 4.237 | 0,00 | 278 | 9,49 | ||||
| 2025-11-13 | 13F | Fort Sheridan Advisors Llc | 5.222 | 0,00 | 342 | 9,62 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 800 | 0,00 | 52 | 10,64 | ||||
| 2025-10-21 | 13F | Ntv Asset Management Llc | 87.660 | -1,68 | 5.747 | 7,83 | ||||
| 2025-10-10 | 13F | CHICAGO TRUST Co NA | 5.300 | 0,00 | 347 | 9,81 | ||||
| 2025-10-24 | 13F | Cedar Mountain Advisors, LLC | 211 | 0,00 | 14 | 8,33 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 4.713 | 309 | ||||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 56.876 | 13,77 | 4 | 50,00 | ||||
| 2025-10-15 | 13F | Vontobel Holding Ltd. | 6.275 | -3,24 | 411 | 6,20 | ||||
| 2025-10-16 | 13F | PFS Partners, LLC | 600 | 0,00 | 39 | 11,43 | ||||
| 2025-10-14 | 13F | M & L Capital Management Ltd | 178.560 | 11.706 | ||||||
| 2025-11-17 | 13F | First Foundation Advisors | 5.211 | 0,00 | 342 | 9,65 | ||||
| 2025-11-03 | 13F | Pittenger & Anderson Inc | 875 | 0,00 | 57 | 9,62 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 780 | 0,00 | 51 | 10,87 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 16 | 1 | ||||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 622 | 0,00 | 41 | 8,11 | ||||
| 2025-10-30 | 13F | Gray Foundation | 205.000 | 0,00 | 13.440 | 9,67 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 24.616 | 1.614 | ||||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 10.376 | 4,71 | 680 | 14,86 | ||||
| 2025-10-14 | 13F | TOWER TRUST & INVESTMENT Co | 325 | 0,00 | 21 | 10,53 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 45.994 | 0,00 | 3.015 | 9,68 | ||||
| 2025-11-12 | 13F | Anfield Capital Management, LLC | 133 | 0,00 | 9 | 14,29 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 39.873 | 34,29 | 2.614 | 47,35 | ||||
| 2025-11-12 | 13F | Solstein Capital, LLC | 1.175 | 0,00 | 77 | 10,00 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | North Star Investment Management Corp. | 4.350 | 0,00 | 285 | 9,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-10-14 | 13F | Key Client Fiduciary Advisors, LLC | 4.620 | -13,97 | 303 | -5,92 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 185.385 | -2,39 | 12.154 | 7,05 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 205.879 | 1,19 | 13.497 | 10,98 | ||||
| 2025-10-24 | 13F | Roble, Belko & Company, Inc | 87 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 200 | 12 | ||||||
| 2025-11-10 | 13F | M3 Advisory Group, LLC | 3.725 | 4,87 | 244 | 15,09 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 1.915 | 0,00 | 125 | 9,65 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 436 | 29,76 | 29 | 40,00 | ||||
| 2025-11-05 | 13F | Coston, McIsaac & Partners | 5 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 1.464 | -3,30 | 96 | 5,56 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 2.626 | 5,04 | 172 | 15,44 | ||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 49.408 | 5,30 | 3.185 | 13,51 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 8.423 | -1,06 | 552 | 8,66 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 50 | 0,00 | 3 | 50,00 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 92.345 | -7,49 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 192.772 | 23,92 | 12.639 | 35,92 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 850 | 56 | ||||||
| 2025-11-14 | 13F | Millennium Management Llc | 6.782 | -61,71 | 445 | -58,03 | ||||
| 2025-11-05 | 13F | Evermay Wealth Management Llc | 1.010 | 0,00 | 66 | 10,00 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 3.250 | -9,95 | 0 | |||||
| 2025-11-06 | 13F | AlTi Global, Inc. | 5.665 | 0,00 | 371 | 9,76 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Pacific Sun Financial Corp | 38.015 | -0,21 | 2.492 | 9,44 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 9.401 | 0,00 | 616 | 9,80 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 2.263 | 2.118,63 | 148 | 2.366,67 | ||||
| 2025-11-03 | 13F | Cahill Financial Advisors Inc | 4.690 | -7,64 | 308 | 1,32 | ||||
| 2025-10-08 | 13F | Armstrong Advisory Group, Inc | 156.078 | 10.232 | ||||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 5.079 | 0 | ||||||
| 2025-10-27 | 13F | First Horizon Corp | 35 | 2 | ||||||
| 2025-11-13 | 13F | Banque Transatlantique SA | 1.568 | -0,51 | 102 | 9,68 | ||||
| 2025-11-04 | 13F | Solutions 4 Wealth, Ltd | 18.023 | -0,01 | 1.182 | 9,66 | ||||
| 2025-11-13 | 13F | Powell Investment Advisors, LLC | 659 | 162,55 | 43 | 186,67 | ||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 6.035 | 409 |
Other Listings
| US:ROBO | 69,14 $ |
