Basic Stats
| Institutional Owners | 182 total, 182 long only, 0 short only, 0 long/short - change of 5.14% MRQ |
| Average Portfolio Allocation | 0.2604 % - change of -21.35% MRQ |
| Institutional Shares (Long) | 4,936,891 (ex 13D/G) - change of 0.65MM shares 15.25% MRQ |
| Institutional Value (Long) | $ 609,608 USD ($1000) |
Institutional Ownership and Shareholders
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (US:LGLV) has 182 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,936,891 shares. Largest shareholders include Cwm, Llc, Syntegra Private Wealth Group, LLC, Baltimore-Washington Financial Advisors, Inc., Gerber Kawasaki Wealth & Investment Management, LPL Financial LLC, Congress Wealth Management LLC / DE /, Jpmorgan Chase & Co, Morgan Stanley, DORVAL Corp, and State Street Corp .
SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF (ARCA:LGLV) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 177.30 / share. Previously, on September 6, 2024, the share price was 165.12 / share. This represents an increase of 7.38% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 18,958 | 0.00 | 3,310 | 0.33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,209 | -5.09 | 564 | -4.25 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 41 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 3,246 | 3.34 | 567 | 3.66 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6,183 | -0.48 | 1,080 | -0.19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,786 | -5.30 | 312 | -5.18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,683 | -4.49 | 469 | -4.10 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 90 | 16 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 57,768 | -35.15 | 10,087 | -34.95 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3,718 | -0.99 | 1 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 901 | -6.24 | 157 | -5.99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 91 | 0.00 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,828 | -42.54 | 2 | -33.33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1,703 | 0.00 | 297 | 0.34 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,751 | -41.97 | 830 | -41.78 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 1,665 | -3.42 | 289 | -4.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3,713 | 39.90 | 648 | 40.56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 530 | 0.00 | 93 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1,311 | 229 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,760 | -65.02 | 1,879 | -64.92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,341 | 0.00 | 234 | 0.43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 6,961 | -2.81 | 1,215 | -2.49 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 1,660 | -31.09 | 290 | -31.03 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6,062 | 0.00 | 1,058 | 0.28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,501 | -3.22 | 262 | -2.60 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 2,740 | 0.18 | 478 | 0.42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,270 | 3.79 | 1,444 | 4.18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,970 | -2.56 | 1,042 | -2.25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,254 | -19.64 | 394 | -15.12 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 1,734 | -2.42 | 306 | 3.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91,399 | 4.63 | 15,959 | 4.98 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3,890 | -4.14 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 369 | 5.43 | 64 | 6.67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1,379 | -5.87 | 241 | -5.51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2,261 | 0 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 3,044 | 0.00 | 532 | 0.38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 311 | -1.27 | 54 | 0.00 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 9,500 | -5.19 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 219 | 38 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,227 | 0.00 | 214 | 0.47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 175,531 | 148.74 | 30,649 | 149.56 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4,936 | -17.86 | 862 | -17.61 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7,210 | -2.96 | 1,251 | -3.33 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32,117 | 3.78 | 5,608 | 4.10 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 304 | 0.00 | 53 | 1.92 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 74,041 | 81.50 | 12,928 | 87.44 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 4,558 | -2.25 | 796 | -1.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,089 | 19.47 | 1,762 | 19.88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 40 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,409 | 44.25 | 418 | 45.30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 17 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,380,611 | 69.48 | 241 | 70.92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 472 | -79.97 | 82 | -80.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,237 | 2.96 | 740 | 3.21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 67,466 | 3.39 | 11,780 | 3.73 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25,127 | -6.77 | 4,387 | -6.46 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15,834 | 4.38 | 2,765 | 4.70 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1,300 | 0.00 | 227 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 619 | 0.49 | 108 | 0.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 667 | -76.93 | 116 | -76.94 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 17 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5,166 | 0.00 | 902 | 0.33 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 430 | 2.63 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,537 | 0.23 | 1,141 | 0.53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1,330 | 232 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,241 | 14.52 | 2,312 | 14.91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 5,256 | 918 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,442 | -66.37 | 252 | -66.35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,350 | 410 | ||||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21,410 | 3,738 | ||||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 37,037 | 88.81 | 6,467 | 89.45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,710 | 822 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 60 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,353 | -4.31 | 411 | -3.98 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,671 | -34.83 | 816 | -34.64 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11,309 | -22.23 | 1,975 | -21.98 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 10,813 | 0.30 | 1,888 | 0.64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,542 | 2.59 | 269 | 3.07 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,067 | -0.74 | 186 | -0.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,967 | -0.56 | 343 | -0.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,171 | -52.56 | 554 | -52.49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,518 | 8.48 | 614 | 8.87 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2,311 | 0.00 | 403 | 0.25 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,168 | -8.66 | 1,252 | -8.35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,186 | 0.09 | 382 | 0.26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,561 | -0.28 | 629 | 4.49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 8,655 | -3.73 | 1,511 | -3.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,154 | 0.47 | 376 | 2.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16,447 | -1.82 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2,400 | 0.00 | 419 | 0.48 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50,039 | 8,740 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,362 | -3.75 | 238 | -3.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2,740 | -7.40 | 479 | -7.18 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 92,605 | 0.00 | 16,170 | 0.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13,564 | 8.24 | 2,368 | 8.62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,812 | -10.62 | 491 | -10.24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,139 | -8.15 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 97 | -17.80 | 17 | -20.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 160 | 0.00 | 28 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 | 56 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 698,710 | 8.15 | 122,002 | 8.50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 73,961 | 76.78 | 12,914 | 77.37 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4,915 | -0.95 | 858 | -0.58 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1,912 | 54.32 | 334 | 54.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27,248 | 468.38 | 4,623 | 454.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1,639 | 0 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21,005 | 2.84 | 3,668 | 3.18 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 2,742 | 0.00 | 477 | 0.00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 6,445 | 1.72 | 1,125 | 2.09 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1,150 | 0.00 | 201 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 346 | 0.00 | 60 | 0.00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 37 | -21.28 | 7 | -25.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43 | 2.38 | 7 | 0.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,155 | 0.00 | 202 | 0.50 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,132 | 12.29 | 4,563 | 12.64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1,621 | 283 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 5,155 | 106.61 | 900 | 107.37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,400 | 0.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28,001 | 37.27 | 4,890 | 37.71 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 60 | 10 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 4,960 | 866 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 8,967 | -4.59 | 1,566 | -4.28 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 16 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 187 | 289.58 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1,603 | 0.50 | 280 | 0.72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 128 | -5.19 | 22 | -4.35 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 42,893 | 7,490 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,855 | -1.28 | 673 | -0.88 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 114,883 | 2.61 | 20,060 | 2.50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,438 | -6.32 | 251 | -5.99 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 30,370 | 4.27 | 5,303 | 4.60 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11,617 | 2,028 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 259,539 | -0.60 | 45,318 | -0.28 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4,798 | 0.00 | 838 | 0.24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 408 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 294 | -23.24 | 51 | -22.73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,364 | 238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 168,069 | -0.08 | 29,347 | 0.25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,719 | 0.00 | 475 | 0.21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1,323 | 4.50 | 231 | 4.55 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2,186 | 0.09 | 382 | 0.26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 | -96.15 | 1 | -96.15 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 57 | 0.00 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2,531 | 442 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 279,627 | 1.46 | 48,826 | 1.79 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1,678 | 8.40 | 293 | 8.55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,360 | 0.00 | 412 | 0.49 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 33 | -42.11 | 6 | -44.44 | ||||
| 2025-08-14 | 13F | State Street Corp | 103,795 | 99.15 | 18,124 | 99.81 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7,219 | -2.97 | 1,261 | -2.63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,295 | -22.48 | 3,747 | -21.65 | ||||
| 2025-04-15 | 13F | Eagle Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,054 | 0.00 | 184 | 0.55 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 12,094 | 0.40 | 2,112 | 0.72 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1,375 | 0.00 | 240 | 0.42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,883 | 21.19 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 5,816 | -4.40 | 1,015 | -4.06 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1,175 | 0.51 | 205 | 0.99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,558 | -3.94 | 1,145 | -3.62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 36.92 | 15 | 36.36 | ||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 252 | 0.80 | 44 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 195,209 | 15.43 | 34,085 | 15.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 168 | 32.28 | 29 | 31.82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 306 | 0.00 | 53 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,739 | 61.83 | 1,526 | 62.41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,786 | -2.12 | 661 | -1.78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,755 | 55.02 | 2,402 | 55.51 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2,342 | 0.30 | 409 | 0.49 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1,400 | 0.00 | 244 | 0.41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4,796 | 0.99 | 837 | 1.33 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,525 | 14.15 | 441 | 14.29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3,272 | 0.62 | 571 | 1.06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 378 | 0.00 | 66 | 1.54 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,525 | 7.02 | 266 | 7.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31,507 | 0.83 | 5,501 | 1.16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 187,919 | -9.05 | 32,813 | -8.76 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 64 | 0.00 | 11 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,531 | -2.99 | 617 | -2.69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,375 | 49.62 | 240 | 50.94 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5,639 | 985 | ||||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 |
