Mga Batayang Estadistika
| Pemilik Institusional | 175 total, 175 long only, 0 short only, 0 long/short - change of 1.16% MRQ |
| Alokasi Portofolio Rata-rata | 0.1723 % - change of -16.31% MRQ |
| Saham Institusional (Jangka Panjang) | 13,547,396 (ex 13D/G) - change of 0.78MM shares 6.12% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 571,681 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (US:EUSB) memiliki 175 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 13,547,396 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Envestnet Asset Management Inc, LPL Financial LLC, SigFig Wealth Management, LLC, IMPACTfolio, LLC, Jpmorgan Chase & Co, Envestnet Portfolio Solutions, Inc., Seeds Investor Llc, Us Bancorp \de\, and Jones Financial Companies Lllp .
Struktur kepemilikan institusional iShares Trust - iShares ESG Advanced Total USD Bond Market ETF (ARCA:EUSB) 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 43.96 / share. Previously, on September 6, 2024, the share price was 44.17 / share. This represents a decline of 0.48% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | BlackRock Portfolio Management LLC | 5,203,685 | 4,952,117 | -4.83 | 31.00 | -5.78 | ||
| 2025-02-07 | BlackRock, Inc. | 5,050,180 | 0 | -100.00 | 0.00 | -100.00 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 35,599 | -16.87 | 1,550 | -16.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 105 | 0.00 | 5 | 0.00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Guardian Capital Lp | 11,700 | 2.63 | 510 | 3.25 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 102,017 | -3.06 | 4,443 | -2.54 | ||||
| 2025-07-23 | 13F | Optas, LLC | 7,702 | -0.84 | 335 | -0.30 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 566,243 | 4.22 | 24,581 | 4.56 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 42,080 | 10.77 | 1,833 | 11.37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 158,759 | 1.82 | 6,877 | 1.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31,961 | -80.49 | 1,392 | -80.40 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 6,925 | 302 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 25,365 | 24.55 | 1,105 | 25.17 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 550 | 12.47 | 24 | 9.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,958 | 6.11 | 1,740 | 6.68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34,728 | 1,512 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,804 | 2.65 | 209 | 3.47 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13,574 | 0.00 | 591 | 0.51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,717 | 0.62 | 162 | 3.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35,098 | 12.59 | 1,529 | 13.19 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4,922 | -0.08 | 214 | 0.47 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 225,155 | 2.51 | 9,805 | 3.60 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,788 | 0.32 | 121 | 0.83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,301 | -80.44 | 362 | -80.36 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8,835 | 4.68 | 385 | 5.21 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 13,278 | 2.19 | 578 | 2.85 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6,684 | 291 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 320 | 0.00 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 463 | 20 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 13,536 | 0.00 | 589 | 0.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 676 | 191.38 | 29 | 222.22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,671 | 378 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41,079 | 22.38 | 1,789 | 22.97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,309 | 275 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 20,410 | -27.17 | 884 | -27.12 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,235 | -18.16 | 54 | -18.46 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,901 | 25.40 | 83 | 26.15 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 104,719 | 9.67 | 4,561 | 10.25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,219,893 | 5.41 | 227,326 | 5.97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,443 | 27.25 | 63 | 26.53 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12,482 | 12.08 | 544 | 12.66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,634 | 115 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11,290 | -87.94 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 67,206 | -68.17 | 2,927 | -68.01 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 11,432 | -0.06 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10,600 | -2.21 | 462 | -1.71 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 5,031 | -2.35 | 219 | -1.79 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7,301 | 15.16 | 318 | 15.69 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 330,494 | -10.66 | 14,393 | -10.18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,680 | 31.63 | 0 | |||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,727 | 0.00 | 424 | 0.48 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,834 | -3.22 | 80 | -3.66 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 128 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,984 | 26.94 | 86 | 28.36 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 15,671 | 8.26 | 679 | 8.13 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 478,924 | 3.63 | 20,857 | 4.19 | ||||
| 2025-07-17 | 13F | KWB Wealth | 9,464 | -9.31 | 410 | -7.67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,855 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,105 | 221 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4,813 | 210 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38,233 | 0.06 | 1,665 | 0.60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,978 | 2.75 | 696 | 3.27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 341 | -5.01 | 15 | -6.67 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 151 | -5.03 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 672 | 12.00 | 29 | 11.54 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 9,463 | -0.13 | 412 | 0.49 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 45,690 | 8.98 | 1,990 | 9.53 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,521 | 1.31 | 415 | 1.72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39,606 | 6.39 | 1,725 | 6.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,639 | -11.12 | 463 | -10.62 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88,685 | 25.23 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9,755 | 41.64 | 425 | 42.28 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 22,401 | 10.48 | 976 | 11.05 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 261 | 27.32 | 11 | 37.50 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 44,737 | -7.67 | 1,948 | -5.85 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 68,912 | 47,425.52 | 3,001 | 49,916.67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7,363 | 25.09 | 321 | 25.98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 4,818 | -0.80 | 210 | -0.48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 257,558 | 1.32 | 11,217 | 1.86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16,244 | 17.96 | 707 | 18.62 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 6,857 | 43.99 | 299 | 44.66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34,312 | 115.62 | 1 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,159 | 50 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,828 | 46.91 | 384 | 47.69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 521 | 30.25 | 23 | 29.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,271 | 31.59 | 6,414 | 32.28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6,248 | 272 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4,897 | -2.99 | 213 | -2.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 617,316 | 29.60 | 26,884 | 30.30 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 36,664 | 33.57 | 1,597 | 34.23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43,763 | 32.39 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 60,612 | 19.73 | 2,640 | 20.34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5,531 | 0.97 | 241 | 1.27 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 16,397 | 93.98 | 714 | 95.08 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13,259 | 577 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 19,537 | 9.04 | 851 | 9.54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,523 | 2.01 | 415 | 2.48 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 587 | 19.55 | 26 | 19.05 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 15,292 | 103.27 | 666 | 104.62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 104 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,111 | 48 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 88,496 | -0.94 | 3,854 | -0.41 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 24,762 | 0.00 | 1,078 | 0.56 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,240 | 0.00 | 53 | -1.89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 256 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,483 | 1 | ||||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 5,406 | -1.87 | 235 | -1.26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 180 | 8 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8,089 | 16.56 | 352 | 17.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 141,702 | -3.10 | 6,171 | -2.57 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 20,508 | 0.49 | 878 | -0.68 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10,083 | -6.30 | 439 | -5.79 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 6,872 | 0.00 | 298 | 2.41 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 4,399 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 7,361 | 12.02 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 12,386 | -1.24 | 539 | -0.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,596,618 | 24.28 | 69,533 | 24.94 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6,762 | 0.00 | 294 | 0.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,469 | 30.92 | 369 | 31.43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 468 | 20 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 20 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98,692 | 39.01 | 4 | 33.33 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 30,050 | -2.17 | 1,309 | -1.65 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 40,879 | -5.97 | 1,780 | -5.47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,832 | 12.76 | 254 | 12.95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,787 | 52.54 | 339 | 53.39 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 36,100 | 1,572 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,598 | 20.62 | 418 | 21.22 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9,610 | -3.99 | 0 | |||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7,550 | 25.52 | 329 | 26.15 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 38,621 | 61.78 | 1,682 | 62.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46,548 | 9.52 | 2,027 | 10.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 66 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5,150 | 224 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 | 5.59 | 7 | 0.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 46,163 | 2,010 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 257,195 | 16.07 | 11,165 | 16.45 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 15,702 | 20.81 | 684 | 21.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65,827 | 17.35 | 2,866 | 17.94 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,973 | -18.84 | 86 | -19.05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 26,277 | 21.23 | 1,144 | 21.96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21,107 | -3.42 | 919 | -2.85 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 70 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,928 | 27.45 | 389 | 28.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 35,427 | 17.51 | 1,543 | 18.07 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7,403 | 33.94 | 322 | 34.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26,362 | 3.77 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 310 | 0.00 | 14 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,650 | 0.00 | 115 | 0.88 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4,105 | 193.21 | 179 | 196.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 35,270 | -0.90 | 2 | 0.00 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 535 | 0.00 | 23 | 0.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2,395 | 0.97 | 0 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 63,271 | -15.36 | 2,755 | -14.92 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 293 | 0.00 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 29,935 | 0.17 | 1,304 | 0.70 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 28,793 | 6.52 | 1,254 | 7.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 395,713 | 2.20 | 17,233 | 2.75 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 5,778 | -2.10 | 252 | -1.57 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 6,999 | -0.21 | 305 | 0.33 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 12,975 | 1.00 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 365,377 | 7.69 | 15,912 | 8.27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15,864 | -5.57 | 691 | -5.09 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6,942 | 29.85 | 302 | 30.74 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 38,982 | 17.16 | 1,698 | 17.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,954 | 17.91 | 477 | 18.66 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 11,547 | 1.34 | 503 | 1.83 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,270 | -5.37 | 273 | -4.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39,375 | 18.56 | 1,715 | 19.19 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 4,992 | 217 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20,843 | 908 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72,478 | -12.03 | 3,156 | -11.57 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 601 | 0.00 | 26 | 0.00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,431 | 0.52 | 193 | 1.05 |
