Mga Batayang Estadistika
| Pemilik Institusional | 309 total, 308 long only, 0 short only, 1 long/short - change of 6.19% MRQ |
| Alokasi Portofolio Rata-rata | 0.5997 % - change of -5.01% MRQ |
| Saham Institusional (Jangka Panjang) | 62,514,981 (ex 13D/G) - change of 4.70MM shares 8.12% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,528,820 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (US:DIVO) memiliki 309 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 62,514,981 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, Retirement Planning Group, Envestnet Asset Management Inc, HighTower Advisors, LLC, Morgan Stanley, Janney Montgomery Scott LLC, UBS Group AG, and Royal Bank Of Canada .
Struktur kepemilikan institusional Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (ARCA:DIVO) 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 43.52 / share. Previously, on September 9, 2024, the share price was 39.94 / share. This represents an increase of 8.96% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,835 | 206 | ||||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14,360 | 0.39 | 585 | -3.15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 109,074 | 15.39 | 4,641 | 20.45 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,117 | 0.00 | 218 | 4.33 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 12,227 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,092,562 | 56.35 | 89,038 | 63.18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,454 | 4.92 | 232 | 9.95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,112 | 33.65 | 47 | 42.42 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 356 | 0.00 | 15 | 7.14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,601 | 33.85 | 409 | 39.73 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 830,912 | 103.76 | 35,355 | 112.66 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2,130 | 0.00 | 91 | 4.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23,507 | 8.11 | 1,000 | 12.87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41,787 | 5.33 | 1,778 | 9.96 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 147,569 | -3.78 | 6,279 | 0.43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,182 | 7.01 | 816 | 11.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 345,989 | 0.00 | 15 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 661 | 1.23 | 28 | 7.69 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85,363 | 3,632 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 20,309 | 864 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 339,637 | 6.79 | 14,452 | 11.45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,485 | -3.85 | 305 | -3.17 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 198 | 8 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 289,908 | 0.01 | 12,336 | 4.38 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 70,212 | 124.71 | 3,003 | 135.82 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 27,191 | 1,157 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 34,266 | 4.57 | 1,458 | 9.13 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18,050 | 30.44 | 768 | 36.17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 21,036 | -0.38 | 895 | 4.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,697 | 17.06 | 455 | 22.31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 630,755 | 8.07 | 26,839 | 12.78 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 275 | 0.00 | 12 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 125,545 | -62.26 | 5,387 | -60.34 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12,674 | -3.02 | 539 | 1.32 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 5,364 | 0.83 | 228 | 6.54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 375 | 36.36 | 16 | 36.36 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 148,948 | -14.13 | 6,338 | -10.38 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92,596 | 1.19 | 3,940 | 5.60 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 46,408 | 24.56 | 1,975 | 30.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 362,453 | 4.68 | 15,422 | 9.25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3,512 | 0.06 | 149 | 4.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41,200 | 5.67 | 1,753 | 10.32 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81,354 | 11.16 | 3,462 | 16.02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 299,115 | 3.92 | 12,734 | 8.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,508,863 | 11.33 | 64,203 | 16.19 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 374,321 | -3.97 | 15,927 | 0.23 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 416,213 | -0.19 | 17,710 | 4.17 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5,217 | -28.92 | 222 | -26.82 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5,211 | -1.94 | 222 | 2.31 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,853 | -9.86 | 292 | -5.83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12,144 | -2.07 | 517 | 2.18 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 12,721 | -8.47 | 541 | -4.42 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 4,751 | -27.66 | 202 | -24.34 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,840 | -72.61 | 376 | -71.41 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8,400 | 21.14 | 358 | 26.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,254 | 18.13 | 479 | 23.20 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 506 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 897,755 | 4.25 | 38,199 | 8.80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 604 | 51.00 | 26 | 56.25 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20,240 | 1.18 | 861 | 5.64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92,491 | 7.68 | 3,935 | 12.40 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 575 | 25 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 14,040 | 8.79 | 597 | 13.50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,673 | 8.07 | 370 | 12.84 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,409 | 1.51 | 497 | 6.21 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5,959 | 254 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,377 | 314 | ||||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 459 | 0 | ||||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12,293 | 4.16 | 523 | 8.73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 175,339 | 6.09 | 7,461 | 10.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 145,863 | -2.11 | 6,206 | 2.17 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 246,945 | 1.36 | 10,508 | 5.79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,009 | 1.95 | 426 | 6.25 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 192,203 | -1.47 | 8,178 | 2.84 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28,420 | 1,209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 87,737 | 3.57 | 3,733 | 8.11 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 33,990 | -2.31 | 1,446 | 1.97 | ||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 349,745 | 0.85 | 14,882 | 5.25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 500 | 0.00 | 21 | 5.00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 138,402 | 19.88 | 5,889 | 29.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14,411,863 | -0.80 | 613,225 | 3.53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 148,456 | 16.04 | 6,317 | 21.11 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6,861 | -1.56 | 292 | 2.46 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 73,823 | -4.64 | 3,141 | -0.48 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 400 | 0.00 | 16 | 0.00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 220,347 | -2.19 | 9,376 | 2.08 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 14,610 | -0.01 | 622 | 4.37 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 301,714 | 110.53 | 12,838 | 119.74 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 82,595 | -3.46 | 3,514 | 0.77 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 63,404 | -4.48 | 2,698 | -0.33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,166 | -2.45 | 220 | 1.86 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 60,383 | 1.58 | 2,569 | 6.03 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,704,229 | 1.65 | 115,065 | 6.09 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 325 | 0.00 | 14 | 0.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9,856 | 30.91 | 419 | 36.93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 202,083 | 8,599 | ||||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 26 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 76,886 | 3,271 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 106,336 | -0.07 | 4,525 | 4.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5,591 | 240 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 475,801 | 12.05 | 20,245 | 16.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 220 | 0.92 | 9 | 12.50 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 75,027 | 7.72 | 3,192 | 12.43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15,824 | -32.84 | 673 | -29.90 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 14,240 | 0.12 | 606 | 4.49 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 99,412 | 1.60 | 4,230 | 6.02 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 37,995 | -6.31 | 1,624 | -1.69 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7,088 | 5.84 | 302 | 10.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 156 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5,509 | 0.73 | 234 | 5.41 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31,325 | 4.99 | 1,333 | 9.54 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,578 | 6.88 | 493 | 12.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 281,149 | 7.43 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 6,090 | 0.98 | 259 | 5.71 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7,503 | 13.00 | 321 | 18.52 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 70,973 | 6.69 | 3,051 | 12.50 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 200 | 9 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,586 | 0.57 | 67 | 4.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139,967 | 29.96 | 5,956 | 35.65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 45,156 | -36.17 | 1,921 | -33.39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,835 | 45.46 | 584 | 52.48 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44,167 | 5.03 | 1,879 | 9.63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 69,849 | -4.10 | 2,972 | 0.10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,270 | -4.35 | 565 | -0.18 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 7,220 | 0.00 | 307 | 4.42 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 581 | 0.00 | 25 | 4.35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,512,313 | -3.53 | 64,349 | 0.68 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 281,490 | -1.44 | 11,977 | 2.86 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 26,897 | 0.06 | 1,144 | 4.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,627,311 | 7.22 | 281,992 | 11.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 552 | 1.10 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 17,781 | 725 | ||||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75,262 | 7.18 | 3,202 | 11.88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170,928 | 5.79 | 7,273 | 10.53 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14,410 | -0.72 | 613 | 3.72 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 255,599 | 89.78 | 10,876 | 98.05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 21,740 | -25.52 | 925 | -22.27 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,149,013 | 14.95 | 48,890 | 19.97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 31,022 | 6.57 | 1,320 | 11.21 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 463,733 | 1.51 | 19,732 | 5.94 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 82,130 | 3.99 | 3,495 | 8.54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 88,343 | 16.98 | 3,759 | 22.09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90,734 | -17.89 | 3,861 | -14.32 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 702,425 | 2.54 | 29,888 | 7.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37,633 | 21.42 | 1,601 | 27.67 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 155,596 | 0.83 | 6,621 | 5.23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 47,092 | 14.45 | 2,004 | 19.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7,600 | 100.00 | 323 | 109.74 | |||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17,854 | 760 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 78,201 | 32.03 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 5,410 | 3.22 | 230 | 7.48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26,500 | 227.16 | 1,128 | 241.52 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 890,916 | 12.10 | 37,908 | 16.99 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 60,545 | 10.37 | 2,576 | 15.21 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 120,128 | -4.54 | 5,111 | -0.37 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 108 | 0.00 | 5 | 0.00 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96,459 | 10.17 | 4,104 | 14.99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 114,886 | 20.78 | 4,888 | 26.04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10,644 | -5.96 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 24,389 | 42.12 | 1,038 | 48.35 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9,755 | 0.00 | 415 | 4.53 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5,105 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11,734 | -33.48 | 499 | -30.60 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 554,785 | 3.60 | 23,606 | 8.13 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 24,365 | 1.92 | 1,037 | 6.37 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 21,965 | -0.25 | 935 | 4.12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,521 | 0.40 | 64 | 4.92 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 120 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 940 | 0.00 | 40 | 2.63 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9,524 | 3.87 | 405 | 8.58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,311 | -5.34 | 439 | -1.35 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 44,045 | 11.71 | 1,874 | 16.61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17,946 | 264.31 | 764 | 281.50 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 31,075 | 1,322 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2,757 | 117 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 106,015 | 4.35 | 4,511 | 8.91 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 222,231 | 2.40 | 9,456 | 6.87 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 27,087 | -6.74 | 1,153 | -2.70 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,878 | 208 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 247,739 | 17.09 | 10,541 | 22.20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78,092 | 4.33 | 3,323 | 8.88 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 68,214 | 29.32 | 2,903 | 34.98 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 38,079 | 0.90 | 1,620 | 5.33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,986 | 4.32 | 1,063 | 8.91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,884 | -3.74 | 676 | 1.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 43,844 | -12.74 | 1,866 | -6.14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 26 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19,948 | 0.71 | 849 | 5.08 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 85,562 | -1.18 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 22,100 | -3.49 | 940 | 0.75 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,677 | -1.47 | 880 | 2.81 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 27,962 | 0.00 | 1,190 | 4.30 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 12,478 | -21.28 | 531 | -17.96 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 260 | 1.17 | 11 | 10.00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 300 | 0.00 | 13 | 0.00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18,417 | 20.71 | 784 | 25.88 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 56,178 | -63.71 | 2,390 | -62.13 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 376 | 0.00 | 16 | 6.67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,288 | 225 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7,241 | 15.89 | 308 | 22.22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6,377 | -3.57 | 271 | 0.74 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16,329 | 10.20 | 695 | 14.90 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 42,591 | 1.08 | 1,812 | 5.53 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 13,477 | 14.74 | 573 | 19.87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 794,572 | 2.04 | 33,810 | 6.49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 188 | 1.08 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19,686 | 838 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 139 | 6 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 9,967 | -6.99 | 424 | -2.75 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,100 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,519 | -79.66 | 235 | -78.84 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,966 | -8.14 | 382 | -4.03 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 76,855 | -1.38 | 3,265 | 3.03 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 63,473 | -41.32 | 2,701 | -38.76 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 11,380 | 2.37 | 484 | 6.84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8,679 | 369 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 112,419 | 1.49 | 4,783 | 5.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,871 | 5.16 | 335 | 9.51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 9,830 | 24.49 | 418 | 30.22 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 120,467 | 7.34 | 5,126 | 12.02 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 127,136 | -13.60 | 5,061 | -10.92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,345 | 934.62 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51,930 | 65.12 | 2,210 | 72.31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 8,355 | 0.64 | 356 | 5.03 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 849 | 0.71 | 36 | 5.88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27,319 | 1.35 | 1,162 | 5.73 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 109,327 | -3.33 | 4,663 | 5.62 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27,730 | -4.56 | 1,180 | -0.42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49,773 | 128.82 | 2,127 | 140.07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 54,659 | 2,326 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7,659 | 0.00 | 326 | 4.17 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 57,917 | -66.44 | 2,464 | -64.98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 593,753 | 171.01 | 25,264 | 182.85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,626 | 16.31 | 622 | 21.48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 62,800 | 2,672 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39,062 | 18.62 | 1,662 | 23.85 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 39,829 | 1.56 | 1,695 | 6.01 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 300 | 0.00 | 13 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,162 | 49 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 70,505 | 2.34 | 3,000 | 6.80 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 434,311 | 3.88 | 18,480 | 8.41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46,899 | 5,278.33 | 1,996 | 5,600.00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 26,627 | 0.67 | 1,133 | 5.01 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 267,054 | 4.75 | 11,363 | 9.33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 89 | 0.00 | 4 | 0.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 4,316 | 0.00 | 184 | 4.57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,716,198 | 4.87 | 116,824 | 10.63 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 7,866 | 0.00 | 335 | 4.38 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6,649 | 1.62 | 271 | 2.26 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16,638 | -5.24 | 708 | -1.12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159,457 | -1.47 | 6,785 | 2.82 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,371 | 0.24 | 143 | 4.38 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 341 | 15 | ||||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8,109 | -10.96 | 345 | -7.01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75,766 | 6.74 | 3,224 | 11.37 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 5,826 | 5.16 | 248 | 9.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,661 | 369 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 9,232 | 376 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18,984 | 1.79 | 808 | 6.18 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6,460 | 0.61 | 275 | 4.98 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 105,922 | -0.87 | 4,507 | 3.44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41,095 | 1.54 | 1,749 | 5.94 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25,512 | 4.81 | 1,086 | 9.38 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,227 | 0.00 | 222 | 4.23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36,800 | -17.95 | 1,566 | -14.39 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 6,088 | 7.43 | 259 | 12.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,233 | 223 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,840,929 | 27.19 | 78,332 | 32.75 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 218,306 | 1.68 | 9,289 | 6.11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39,964 | 41.06 | 1,700 | 47.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12,071 | 18.86 | 522 | 29.60 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 11,380 | 484 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 338 | 1.20 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,866 | 0.00 | 122 | 4.31 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6,606 | 0.00 | 281 | 4.46 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 20,587 | 4.50 | 876 | 8.97 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3,736 | -1.53 | 159 | 2.60 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 26,143 | 13.24 | 1,112 | 18.17 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 121,502 | 4.55 | 5,166 | 9.01 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7,508 | -0.27 | 319 | 4.25 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 33,490 | 0.87 | 1,425 | 5.25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24,832 | -6.94 | 1,057 | -2.85 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,295 | 438 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,898,344 | 73.56 | 80,775 | 81.14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10,441 | 16.91 | 444 | 21.98 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 441,962 | 11.90 | 18,805 | 16.79 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30,208 | 33.43 | 1,285 | 39.22 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 34,397 | -86.71 | 1,464 | -86.14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 167,078 | 17.66 | 7,109 | 22.80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 228,207 | 3.45 | 9,710 | 7.97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,691,925 | 5.02 | 72 | 9.23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,346 | -0.59 | 100 | 3.13 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,532 | 193 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 591,201 | -0.31 | 25,156 | 4.04 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 47,382 | 0.00 | 2,016 | 4.40 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 67,570 | -10.02 | 2,875 | -6.08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 420,404 | 17.70 | 18 | 21.43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166,675 | -6.17 | 7 | 0.00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 172,505 | 40.14 | 7,340 | 59.22 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9,356 | -0.78 | 398 | 4.74 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39,600 | 1,685 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6,498 | -74.15 | 276 | -73.07 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 621 | 0.00 | 26 | 4.00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11,351 | 483 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 219,226 | 17.66 | 9,328 | 22.80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 667,331 | -6.21 | 28,395 | -2.12 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 33,655 | -8.96 | 1,432 | -4.98 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4,139 | 0.00 | 176 | 4.76 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 |
