Mga Batayang Estadistika
| Pemilik Institusional | 160 total, 160 long only, 0 short only, 0 long/short - change of -2.44% MRQ |
| Alokasi Portofolio Rata-rata | 0.1446 % - change of -4.34% MRQ |
| Saham Institusional (Jangka Panjang) | 39,539,755 (ex 13D/G) - change of 0.91MM shares 2.35% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 325,279 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Eaton Vance Limited Duration Income Fund (US:EVV) memiliki 160 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 39,539,755 saham. Pemegang saham terbesar meliputi Morgan Stanley, Sit Investment Associates Inc, Ameriprise Financial Inc, Guggenheim Capital Llc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, LPL Financial LLC, Chicago Partners Investment Group LLC, Royal Bank Of Canada, and Capital Investment Advisors, LLC .
Struktur kepemilikan institusional Eaton Vance Limited Duration Income Fund (NYSEAM:EVV) 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 10.36 / share. Previously, on September 9, 2024, the share price was 10.25 / share. This represents an increase of 1.07% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | SIT INVESTMENT ASSOCIATES INC | 5,411,804 | 5,962,489 | 10.18 | 5.10 | 9.44 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 700 | 7 | ||||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 30,283 | 0.00 | 311 | 2.65 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 18,611 | 0.00 | 191 | 2.70 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,093 | -14.10 | 63 | -11.43 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 55,807 | -1.11 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153,408 | 3.05 | 1,574 | 5.93 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 66 | -12.00 | 1 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2,082 | 0.00 | 21 | 5.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 275,196 | -0.28 | 2,824 | 2.51 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12,760 | 0.00 | 131 | 2.36 | ||||
| 2025-07-29 | NP | Guggenheim Strategic Opportunities Fund | 141,764 | 0.00 | 1,416 | -2.55 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 18,986 | 0.00 | 195 | 2.65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,020 | -40.75 | 226 | -39.19 | ||||
| 2025-07-24 | 13F | Conning Inc. | 22,455 | 0.00 | 230 | 2.68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 41,424 | -0.36 | 418 | 0.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,814 | 0.00 | 60 | 1.72 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 163,192 | 11.23 | 1,674 | 14.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,783 | 6,010.81 | 70 | 6,800.00 | ||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 401,569 | 9.35 | 4,120 | 12.45 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 15,600 | 0.00 | 160 | 3.23 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 13,672 | -9.83 | 140 | -7.28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,722 | -24.50 | 1 | -100.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 18,552 | 0.00 | 190 | 2.70 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 96,946 | -3.18 | 995 | -0.50 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,000 | 0.00 | 30 | 0.00 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 46,649 | 0.01 | 479 | 2.80 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,598,064 | 11.98 | 16,396 | 15.12 | ||||
| 2025-04-29 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 161,390 | 82.00 | 1,654 | 83.57 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,250 | 0.00 | 105 | 2.94 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,105 | 0.00 | 42 | 5.00 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 4,750 | 0.00 | 49 | 2.13 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 59,404 | -2.42 | 593 | -0.34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 176,074 | 3.03 | 1,807 | 5.92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,000 | 0.00 | 21 | 11.11 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 191,488 | -25.75 | 1,965 | -23.67 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 7,017 | 0.00 | 69 | -2.82 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,744 | 110 | ||||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 39,099 | -1.01 | 401 | 1.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 645 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 422,747 | 2.23 | 4,337 | 5.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,111 | 1.29 | 114 | 3.67 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 10,017 | 0.00 | 103 | 3.03 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 255 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | NP | PHLOX - Philotimo Focused Growth and Income Fund | 229,225 | 0.00 | 2,352 | 2.80 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14,400 | 0.00 | 148 | 2.80 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 37,912 | 0.07 | 389 | 2.65 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 882,054 | -4.54 | 9,050 | -1.87 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 219,156 | 0.00 | 2 | 0.00 | ||||
| 2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 132,937 | 3.38 | 1,364 | 6.24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 539 | -72.04 | 6 | -73.68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25,963 | -29.34 | 266 | -25.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 266 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 17,300 | 0.00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 452,912 | -20.67 | 4,647 | -18.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,030,744 | 4.72 | 10,411 | 6.62 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5,962,489 | 15.43 | 61 | 19.61 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 67,554 | -4.94 | 693 | -2.26 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 16,646 | 26.62 | 170 | 29.01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,770 | 131 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,688 | 0.00 | 130 | 3.17 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 102,750 | 1,025 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18,841 | -5.55 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 34,824 | 0.00 | 357 | 7.21 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 131,428 | -2.40 | 1,348 | 0.37 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,827 | -31.36 | 173 | -29.51 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 1,150,467 | -0.84 | 11,493 | -3.36 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 33,274 | 15.97 | 341 | 19.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 42,394 | 4.70 | 435 | 7.43 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 375,463 | 0.00 | 4 | 0.00 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 685,300 | -1.88 | 7,031 | 0.88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 28,984 | -34.18 | 297 | -32.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,079,648 | -17.94 | 11,077 | -15.64 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 18,133 | 0.00 | 186 | 3.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,892,816 | 1.26 | 101,500 | 4.10 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 20,000 | 0.00 | 205 | 3.02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21,202 | -1.39 | 218 | 1.40 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 49,419 | 3.31 | 507 | 6.29 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 62,204 | 4.35 | 638 | 7.41 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 12,460 | 0.00 | 128 | 2.42 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 80,837 | -24.46 | 829 | -22.31 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 530,154 | 3.04 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 43,402 | 25.00 | 445 | 28.61 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,500 | 0.00 | 15 | 7.14 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 158,758 | 68.68 | 1,629 | 73.38 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 583 | 0.00 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 209,404 | 6.94 | 2,148 | 9.93 | ||||
| 2025-07-24 | 13F | Eastern Bank | 11,000 | 0.00 | 113 | 2.75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,624 | -12.14 | 150 | -9.64 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 7,000 | 0.00 | 72 | 2.90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 193 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13,400 | -27.96 | 137 | -25.95 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7,000 | -21.81 | 72 | -20.22 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 16,460 | 0.02 | 169 | 2.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 27,914 | -39.94 | 286 | -38.23 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 27,242 | -17.82 | 280 | -15.45 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,770 | 0.00 | 203 | 2.54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 149,370 | 13.87 | 1,533 | 17.04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 259,915 | 43.81 | 2,667 | 47.86 | ||||
| 2025-07-29 | NP | Guggenheim Active Allocation Fund | 309,597 | 0.00 | 3,093 | -2.55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 40,277 | -1.00 | 413 | 1.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13,443 | 0.06 | 138 | 2.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 366,268 | -12.76 | 4 | -25.00 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,383,570 | -0.11 | 14,195 | 2.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,595 | 2.23 | 119 | 4.42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56,507 | 587 | ||||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 437,462 | -4.07 | 4,488 | -1.36 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 13,913 | 0.00 | 143 | 2.90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,005,680 | 10.98 | 41,100 | 14.11 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 16,733 | 0.00 | 172 | 3.01 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1,672 | 2.20 | 17 | 6.25 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 16,000 | -20.00 | 164 | -17.59 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32,937 | 1.31 | 338 | 4.01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,525 | 2.21 | 16 | 7.14 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 0.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 6,837 | 0.00 | 70 | 2.94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 917,343 | 0.19 | 9,412 | 3.01 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 11 | 0 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,999 | 7.13 | 113 | 9.80 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,838 | 0.00 | 80 | 2.56 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 15,668 | 0.00 | 161 | 2.56 | ||||
| 2025-08-14 | 13F | Oak Hill Advisors Lp | 390,403 | -3.27 | 4,006 | -0.55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 156,790 | -4.08 | 1,609 | -1.41 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 23,140 | 0.41 | 237 | 3.49 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 24,236 | 0 | ||||||
| 2025-04-17 | 13F | Fogel Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,055 | -24.90 | 206 | -22.93 | ||||
| 2025-08-19 | 13F | Slocum, Gordon & Co LLP | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,348 | 47.79 | 45 | 57.14 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 524,754 | 1.99 | 5,384 | 4.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 22,213 | 3.35 | 228 | 6.07 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,688 | 2.23 | 69 | 4.62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 24,509 | -0.43 | 251 | 2.45 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 20,000 | 0.00 | 205 | 3.02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333,034 | 6.46 | 3,417 | 9.45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 41,592 | -14.99 | 0 | |||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,450 | 56 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 42 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 100,474 | -7.22 | 1,031 | -4.63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 627,418 | 4.99 | 6,437 | 7.93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 290,735 | 5.04 | 2,983 | 7.97 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 24,537 | 2.61 | 252 | 5.46 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24,668 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 87,173 | 9.91 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582,256 | -5.13 | 5,974 | -2.48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,500 | 0.00 | 15 | 7.14 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19,684 | -8.44 | 202 | -6.07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,127 | 555.56 | 32 | 700.00 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 11,800 | -11.28 | 121 | -8.33 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 209,918 | -2.28 | 2,154 | 0.47 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 319,410 | -44.03 | 3,277 | -42.46 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3,400 | 0.00 | 35 | 3.03 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10,184 | 104 | ||||||
| 2025-08-25 | NP | FFIU - UVA Unconstrained Medium-Term Fixed Income ETF | 25,000 | 0.00 | 256 | 2.81 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 124 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 20,652 | -63.51 | 212 | -62.59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19,837 | 0.00 | 204 | 3.05 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,986 | 9.02 | 133 | 12.71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107,133 | -0.10 | 1,099 | 2.71 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 36,890 | 0.59 | 378 | 3.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 55,900 | 0.00 | 553 | -3.16 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 453 | 5 | ||||||
| 2025-07-15 | 13F | Kentucky Trust Co | 998 | 0.00 | 10 | 11.11 |
