Mga Batayang Estadistika
| Pemilik Institusional | 151 total, 151 long only, 0 short only, 0 long/short - change of -8.98% MRQ |
| Alokasi Portofolio Rata-rata | 0.1839 % - change of 7.73% MRQ |
| Saham Institusional (Jangka Panjang) | 41,490,039 (ex 13D/G) - change of -3.33MM shares -7.44% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 333,111 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Abrdn Total Dynamic Dividend Fund (US:AOD) memiliki 151 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 41,490,039 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Allspring Global Investments Holdings, LLC, Rivernorth Capital Management, Llc, Pathstone Holdings, LLC, Penserra Capital Management LLC, YYY - Amplify High Income ETF, Karpus Management, Inc., LPL Financial LLC, and Waterfront Wealth Inc. .
Struktur kepemilikan institusional Abrdn Total Dynamic Dividend Fund (NYSE:AOD) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 9.12 / share. Previously, on September 9, 2024, the share price was 8.86 / share. This represents an increase of 2.93% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-05 | MORGAN STANLEY | 8,910,784 | 10,041,703 | 12.69 | 9.50 | 11.76 | ||
| 2024-12-06 | Saba Capital Management, L.P. | 5,680,149 | 4,384,342 | -22.81 | 4.16 | -22.82 | ||
| 2024-10-04 | Allspring Global Investments Holdings, LLC | 6,988,549 | 4,700,798 | -32.74 | 4.46 | -32.73 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 112,322 | -6.18 | 995 | -0.90 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 262,460 | -3.33 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 80,700 | 677 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8,531 | -4.16 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,306 | 0.00 | 136 | 5.47 | ||||
| 2025-07-10 | 13F | Stolper Co | 98,507 | 3.81 | 1 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 216 | -37.21 | 2 | -50.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,661 | -4.22 | 394 | 2.88 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 650,125 | 15.28 | 5,760 | 21.75 | ||||
| 2025-05-15 | 13F | Almitas Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 185 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | CF Capital LLC | 311,250 | -25.22 | 2,744 | -19.56 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 13,078 | 20.22 | 116 | 26.37 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 279,233 | 21.92 | 2,474 | 28.79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182,487 | 14.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115,293 | -4.13 | 1,022 | 1.19 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,000 | 97 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 124,685 | -1.75 | 1,105 | 3.76 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 24,637 | 0.00 | 203 | -4.69 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 100,500 | 0.00 | 890 | 5.58 | ||||
| 2025-05-14 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 11,601,622 | 2.29 | 102,790 | 8.02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78 | 0.00 | 1 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3,217 | 13.19 | 29 | 21.74 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 88,940 | 807 | ||||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 10,677 | -5.91 | 95 | -1.05 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 78,118 | 0.00 | 666 | -2.64 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 42,747 | 4.56 | 379 | 10.20 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 363 | -19.33 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 21,917 | -7.39 | 194 | -2.02 | ||||
| 2025-08-12 | 13F | DCF Advisers, LLC | 266,000 | 0.00 | 2,357 | 5.60 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 426 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87,813 | 53.96 | 778 | 62.76 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 105,000 | 17.98 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 676 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 47,536 | -60.74 | 421 | -58.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 216,739 | 13.58 | 1,920 | 20.00 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 22,262 | 2.26 | 197 | 8.24 | ||||
| 2025-05-22 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 1 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 495,564 | 5.88 | 4,391 | 11.82 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 6,122 | 10.69 | 54 | 17.39 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 15,930 | 0.00 | 141 | 6.02 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 132,266 | 0.00 | 1,172 | 5.59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 429,717 | -24.65 | 3,807 | -20.42 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 104,531 | -2.24 | 926 | 3.23 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 32,971 | 292 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 10,222 | -7.61 | 91 | -2.17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31,357 | 0.60 | 278 | 6.13 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,453 | 0.00 | 13 | 0.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 501,373 | -11.72 | 4,442 | -6.76 | ||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 12,151 | 6.73 | 108 | 12.63 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 684 | 0.00 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2,412 | 1.82 | 21 | 10.53 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30,185 | 0.12 | 267 | 5.95 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 776,633 | 6.81 | 6,881 | 12.79 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 374,808 | 1,490.12 | 3,321 | 1,585.28 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 355,321 | 16.61 | 3,148 | 23.16 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26,525 | 0.47 | 235 | 6.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,828 | 0.00 | 96 | 5.56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 78,055 | -15.09 | 692 | -10.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 234,318 | -1.87 | 2,076 | 3.64 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,776 | 6,492.00 | 175 | 8,650.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 781 | 3.31 | 7 | 0.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7,463 | -21.13 | 66 | -16.46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213,214 | 1.96 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 594,234 | 45.60 | 5,265 | 53.74 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 2,347,407 | 0.80 | 20,798 | 6.45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13,715 | 0.63 | 122 | 6.14 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 18,576 | 1.79 | 165 | 7.19 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 27,064 | 1.27 | 240 | 6.70 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 13,916 | 0.00 | 123 | 6.03 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,892 | -13.33 | 132 | -9.03 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 15,104 | 134 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 189,296 | 12.51 | 1,677 | 18.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 337,113 | -47.40 | 2,987 | -44.46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,244 | 3.24 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,050 | 0.00 | 54 | 6.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 65,230 | -4.46 | 578 | 0.87 | ||||
| 2025-05-06 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 53,103 | 0.00 | 470 | 5.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 157,531 | 2.01 | 1 | 0.00 | ||||
| 2025-06-26 | NP | Templeton Global Income Fund | 1,337 | -91.25 | 11 | -91.67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 20,142 | 0.00 | 178 | 5.95 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 20,278 | 0.00 | 180 | 5.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 37,957 | 67.35 | 336 | 76.84 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 53,866 | -8.00 | 477 | -2.85 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 49,367 | -20.17 | 437 | -15.64 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 27,423 | -6.06 | 243 | -0.82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 206,345 | -1.21 | 1,828 | 4.34 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2,006,255 | 2.00 | 17,775 | 7.71 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 19,476 | 0.00 | 163 | 0.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 134,600 | -5.82 | 1,193 | -0.58 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1,997,264 | -6.03 | 17,696 | -0.76 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 4,215 | 2.21 | 37 | 8.82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,566 | 0.00 | 49 | 6.52 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2,026,915 | 3.05 | 18 | 6.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,851 | 44.18 | 52 | 50.00 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 13,509 | 17.44 | 120 | 23.96 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc 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 | 32,587 | -3.73 | 289 | 1.41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,778 | 0.00 | 131 | 5.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 118,179 | 19.12 | 1,047 | 25.84 | ||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 3,072 | 0.00 | 25 | -3.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 432,472 | 37.16 | 3,832 | 44.84 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 53,866 | -11.54 | 444 | -16.10 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93,337 | 0.23 | 827 | 5.76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 20 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 760 | 0.00 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,459 | 9.79 | 102 | 16.09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45,542 | 16.19 | 403 | 22.87 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 11,360 | 0.00 | 101 | 5.26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36,415 | 3.16 | 323 | 8.78 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 103,295 | 0.00 | 915 | 5.66 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 51,674 | 5.56 | 458 | 11.46 | ||||
| 2025-08-14 | 13F | Quarry LP | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3,479 | -76.05 | 31 | -75.21 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 13,700 | 20.18 | 115 | 20.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 20,049 | 21.49 | 178 | 28.26 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 28,111 | 49.19 | 249 | 57.59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,000 | 7.69 | 124 | 13.76 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 255,942 | -0.30 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 259,201 | 2.59 | 2,297 | 7.89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,790 | -27.69 | 60 | -23.08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 31,576 | 6.52 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 7,991 | 10.60 | 71 | 16.67 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 349,625 | 1.01 | 3,098 | 6.65 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 685 | 0.00 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38,655 | 8.27 | 342 | 14.38 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 62,823 | 557 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 12,669 | 0.86 | 112 | 6.67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 98,306 | -0.56 | 871 | 4.95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,740,634 | 1.79 | 24,282 | 7.49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 215,508 | 0.50 | 1,909 | 6.11 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 13,129 | 3.22 | 118 | 18.18 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 10,021 | -23.77 | 89 | -20.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 418 | 4.50 | 4 | 0.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,835 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1,103 | 0.82 | 10 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,368 | 7.05 | 172 | 13.25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12,337 | 109 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 214,689 | 1.00 | 1,902 | 6.67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,339,637 | 22.40 | 11,869 | 29.26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43,907 | 26.73 | 389 | 32.31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,029,868 | -24.50 | 17,985 | -22.85 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2,328,216 | -19.23 | 20,628 | -14.70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 63,957 | 0.29 | 585 | 11.43 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 53,105 | 4.86 | 471 | 10.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90,668 | 387.72 | 803 | 418.06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11,411 | 242.57 | 101 | 274.07 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24,397 | 0.19 | 216 | 5.88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,525 | 5.64 | 164 | 11.56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44,927 | -39.22 | 398 | -35.81 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 38,500 | -9.41 | 341 | -4.21 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 529,152 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 11,500 | 0.00 | 102 | 5.21 |
