Mga Batayang Estadistika
| Pemilik Institusional | 178 total, 178 long only, 0 short only, 0 long/short - change of -1.65% MRQ |
| Alokasi Portofolio Rata-rata | 0.4346 % - change of 6.39% MRQ |
| Saham Institusional (Jangka Panjang) | 22,734,300 (ex 13D/G) - change of -2.14MM shares -8.61% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 508,304 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco BulletShares 2025 High Yield Corporate Bond ETF (US:BSJP) memiliki 178 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 22,734,300 saham. Pemegang saham terbesar meliputi Mirador Capital Partners LP, LPL Financial LLC, Milestone Asset Management, Llc, Cetera Investment Advisers, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Delta Investment Management, LLC, United Capital Financial Advisers, Llc, and Advisory Alpha, LLC .
Struktur kepemilikan institusional Invesco BulletShares 2025 High Yield Corporate Bond ETF (NasdaqGM:BSJP) 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 23.10 / share. Previously, on September 6, 2024, the share price was 23.05 / share. This represents an increase of 0.20% 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 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
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 38,127 | -0.31 | 880 | -0.23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,263 | 1,009.96 | 329 | 1,034.48 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39,116 | 3.97 | 902 | 4.04 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172,852 | 0.83 | 3,988 | 0.91 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,754 | 49.40 | 40 | 48.15 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22,052 | -28.44 | 509 | -28.45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 355,765 | -5.64 | 8,207 | -5.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 615,461 | -31.66 | 14,199 | -31.60 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,646 | 50.59 | 499 | 50.76 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,141 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,266 | 0.64 | 98 | 1.03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45,330 | -2.43 | 1,046 | -2.34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29,317 | 0.00 | 676 | 0.15 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18,348 | -78.95 | 423 | -78.94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381,450 | 24.21 | 8,801 | 24.31 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 61,070 | -1.46 | 1,409 | -1.40 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 41,461 | -40.90 | 956 | -40.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,136,499 | -17.65 | 26,219 | -17.57 | ||||
| 2025-08-08 | 13F | Creative Planning | 11,228 | -1.47 | 259 | -1.15 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,707 | -55.96 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 12,100 | 0.00 | 280 | 0.36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 109,736 | -1.94 | 2,532 | -1.94 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 115,610 | -2.44 | 2,391 | -2.45 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 148,735 | -1.45 | 3,431 | -1.35 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 9,638 | -40.63 | 222 | -40.64 | ||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 186,675 | -37.85 | 4,307 | -37.80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,420 | 1.83 | 356 | 1.72 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 24,800 | 0.00 | 572 | 0.00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30,055 | 693 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16,350 | 0.76 | 377 | 0.80 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46,267 | -14.85 | 1,067 | -14.78 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 431,407 | 0.00 | 9,944 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4,285 | -93.09 | 99 | -93.16 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 4,962 | -4.49 | 114 | -4.20 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,538 | 17.88 | 382 | 17.96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102,710 | 0.70 | 2,370 | 0.77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500,895 | 12.62 | 11,556 | 12.72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36,786 | -88.77 | 849 | -88.77 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,505 | 2.48 | 750 | 2.46 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34,646 | 0.99 | 799 | 1.14 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 80,329 | -0.62 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 151,390 | -4.14 | 3,493 | -4.07 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 9,060 | 0.00 | 209 | 0.48 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 156,260 | -7.26 | 3,605 | -7.19 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1,586,241 | 22.71 | 36,595 | 22.82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15,913 | 5.45 | 367 | 5.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,099 | 95.26 | 48 | 100.00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 166 | 0.00 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23,312 | 19.46 | 538 | 19.60 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,892 | 0.00 | 159 | 0.00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55,384 | 17.30 | 1,278 | 17.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11,255 | -54.86 | 260 | -54.88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20,946 | -3.56 | 483 | -3.40 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,587 | 10.73 | 244 | 10.91 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 100,318 | -0.87 | 2,314 | -0.77 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16,860 | -6.53 | 389 | -6.73 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33,672 | 0.00 | 777 | 0.00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94,963 | 9.59 | 2,191 | 9.66 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492,654 | 3.09 | 11,363 | 3.08 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47,115 | -13.01 | 1,087 | -12.98 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31,285 | 0.15 | 722 | 0.56 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 17,135 | -2.59 | 395 | -2.47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64,492 | -2.85 | 1,488 | -2.81 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19,522 | 0.79 | 450 | 0.90 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 345,052 | -47.36 | 7,960 | -47.32 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,568 | 0.00 | 128 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12,012 | -42.10 | 277 | -42.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 700,261 | -6.57 | 16,155 | -6.48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32,587 | -2.93 | 752 | -2.85 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 120,448 | -7.31 | 2,779 | -7.25 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13,434 | 0.23 | 310 | 0.32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75,348 | 2.76 | 1,738 | 2.84 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 85,500 | -0.15 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116,538 | -16.29 | 2,689 | -16.24 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,389,222 | 4.85 | 55,119 | 4.94 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,347 | 1.14 | 100 | 1.01 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 232,428 | -2.39 | 5,362 | -2.30 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 11,338 | 0.00 | 262 | 0.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,550 | 0.00 | 36 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21,710 | 501 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 40,729 | -28.26 | 940 | -28.21 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 32,866 | -5.64 | 1 | |||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 89,226 | -0.06 | 2,058 | 0.05 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108,354 | 0.84 | 2,500 | 0.93 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 71,123 | -40.24 | 1,641 | -40.21 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 102 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489,692 | 11,297 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,082 | -60.93 | 233 | -60.94 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54,756 | 20.26 | 1,263 | 20.40 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 116,223 | -75.61 | 2,681 | -75.59 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1,085 | 0.00 | 25 | 0.00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 536,036 | -6.97 | 12,366 | -6.89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249,649 | 0.88 | 6 | 0.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30,438 | 1.16 | 702 | 1.30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110,275 | 19.08 | 2,544 | 19.21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33,877 | 782 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233,139 | 2.10 | 5,379 | 2.01 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,000 | 231 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 44,200 | -5.83 | 1,020 | -5.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 189,490 | -29.52 | 4,372 | -29.45 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19,481 | -7.15 | 449 | -7.04 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291,035 | 1.85 | 6,714 | 1.94 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 13,902 | 0.00 | 321 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,900 | -64.42 | 67 | -64.71 | ||||
| 2025-04-23 | NP | IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21,201 | -4.35 | 489 | -4.12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18,023 | 17.90 | 416 | 17.90 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,668 | 20.84 | 408 | 20.77 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,509 | 0.00 | 35 | 0.00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 157,587 | -4.25 | 3,636 | -4.17 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9,207 | 1.40 | 212 | 1.44 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14,082 | 9.75 | 325 | 9.83 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 622 | 0.00 | 14 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 45,122 | -1.40 | 1,041 | -1.23 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,457 | -25.21 | 379 | -25.25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 28,371 | -8.07 | 655 | -8.02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159,828 | 16.25 | 3,687 | 16.38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 34,789 | -1.95 | 803 | -1.84 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411,444 | 16.45 | 9,492 | 16.55 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 45,937 | -0.54 | 1,060 | -0.47 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,690 | 15.64 | 270 | 15.45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,518 | -1.56 | 496 | -1.39 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 22,213 | -3.35 | 512 | -3.21 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 3,972 | -99.17 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,757 | 0.00 | 64 | 0.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1,965 | -57.20 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 82,883 | -49.15 | 1,912 | -49.11 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,833 | 0.00 | 42 | 0.00 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73,467 | 4.40 | 1,695 | 4.44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,046 | 0.00 | 47 | 0.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51,303 | 0.71 | 1,184 | 0.77 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25,407 | -16.85 | 586 | -16.76 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206,218 | 4,757 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130,017 | 5.54 | 2,998 | 5.64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14,766.67 | 21 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 66,419 | -2.27 | 1,532 | -2.17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,503 | 12.66 | 358 | 12.62 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 285 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 532,012 | -4.02 | 12,274 | -3.94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243,663 | 2.45 | 5,621 | 2.54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105,633 | -9.53 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,881 | -62.04 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 669 | 0.00 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1.24 | 11 | 0.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 59,366 | 3.79 | 1,370 | 3.87 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1,718 | 0.00 | 40 | 0.00 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 16,665 | -0.81 | 384 | -0.78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15,015 | -42.88 | 347 | -42.81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 69,407 | -4.18 | 1,601 | -4.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,916 | 0.00 | 90 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,029 | 301 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173,075 | 4.57 | 3,993 | 4.64 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 135,250 | -32.61 | 3,126 | -32.43 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391,995 | -8.19 | 9,043 | -8.11 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 18,408 | -2.89 | 425 | -2.75 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,885 | 7.89 | 505 | 7.92 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17,186 | 0.37 | 396 | 0.51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 479,398 | -29.89 | 11,060 | -29.83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 93,718 | -15.38 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 156,528 | -9.07 | 3,611 | -8.97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10,500 | -3.67 | 242 | -3.59 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109,015 | 0.80 | 2,515 | 0.88 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 34,194 | -1.31 | 789 | -1.25 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 996,877 | -7.50 | 22,998 | -7.42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 986 | 0.00 | 23 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20,709 | -77.91 | 478 | -77.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,872,901 | -3.54 | 43,208 | -3.46 | ||||
| 2025-04-16 | 13F | Sterling Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65,038 | 429.11 | 1,500 | 430.04 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,543 | -25.19 | 151 | -25.37 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66,398 | 0.51 | 1,532 | 0.59 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26,017 | 0.00 | 600 | 0.17 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,594 | 221 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 312,153 | -0.10 | 7,201 | -0.01 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17,480 | 0.74 | 403 | 1.00 |
