Mga Batayang Estadistika
| Pemilik Institusional | 160 total, 160 long only, 0 short only, 0 long/short - change of 13.48% MRQ |
| Alokasi Portofolio Rata-rata | 0.5886 % - change of 15.12% MRQ |
| Saham Institusional (Jangka Panjang) | 20,596,679 (ex 13D/G) - change of 4.32MM shares 26.51% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 793,188 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
EA Series Trust - Freedom 100 Emerging Markets ETF (US:FRDM) 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 20,596,679 saham. Pemegang saham terbesar meliputi Retirement Planning Group, Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, Ellevest, Inc., Tanglewood Wealth Management, Inc., Willis Johnson & Associates, Inc., Aptus Capital Advisors, LLC, Guardian Wealth Advisors, Llc / Nc, Coyle Financial Counsel LLC, and Kathmere Capital Management, LLC .
Struktur kepemilikan institusional EA Series Trust - Freedom 100 Emerging Markets ETF (BATS:FRDM) 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 42.58 / share. Previously, on September 6, 2024, the share price was 33.76 / share. This represents an increase of 26.13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Lansing Street Advisors | 37,230 | 25.76 | 1,504 | 45.03 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 51,537 | 74.11 | 2,082 | 115.31 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 634 | 0.32 | 26 | 13.64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 174,390 | -21.80 | 7,045 | -9.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,620 | 1,237 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 265,391 | 6.57 | 10,722 | 22.83 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,328 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 259,753 | 0.84 | 10,494 | 16.24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,164 | -46.29 | 209 | -38.28 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,119 | -32.06 | 86 | -22.02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,858 | 21.59 | 156 | 39.64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 454,117 | 16.51 | 18,346 | 34.29 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,600 | 65 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,801 | 356 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,396 | 157.30 | 1,019 | 194.51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 113,884 | 3.65 | 3,992 | 11.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 236 | 293.33 | 10 | 350.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 622,371 | 83.09 | 25,144 | 110.63 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 220,075 | 14.20 | 8,891 | 31.64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,109 | -41.94 | 489 | -33.11 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 85,799 | 57.61 | 3,466 | 81.66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,317 | 0.00 | 215 | 15.05 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 935 | 3.89 | 38 | 19.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,295 | 434 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,971 | 322 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8,046 | 4.47 | 325 | 20.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 87,706 | 11.90 | 3,543 | 28.98 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,920 | 1.64 | 78 | 16.67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,304 | -22.79 | 53 | -11.86 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 30,072 | 1,215 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 62,574 | 4.01 | 2,528 | 19.88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 813 | 33 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 86 | -86.11 | 3 | -85.71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,107,772 | 48.58 | 44,754 | 71.24 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 134,479 | -1.85 | 5,433 | 13.12 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,986 | 1,009 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160,176 | -0.73 | 6,471 | 14.43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,431 | -6.56 | 502 | 7.73 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 982,672 | 4.38 | 39,700 | 20.31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 178,208 | -1.74 | 7,200 | 13.25 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 7,294 | -90.97 | 295 | -89.61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,940 | 321 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 19 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 249,563 | 0.22 | 10,082 | 15.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 184 | 0.00 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 25,440 | -15.02 | 1,028 | -2.10 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 16,137 | 0.70 | 652 | 16.04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46,326 | 1,872 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,877 | 827.55 | 1,005 | 969.15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 250,227 | 461.77 | 10,109 | 547.60 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 360,025 | -1.64 | 15 | 16.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 28,337 | -39.00 | 1,145 | -29.73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 685 | 28 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 15,000 | -86.72 | 15 | -99.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,438,388 | 12.01 | 58,111 | 29.10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,054 | 21.55 | 1,896 | 39.75 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 21,950 | 146.68 | 887 | 184.89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 362,962 | -0.75 | 14,664 | 14.39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 139,220 | -29.31 | 5,624 | -18.53 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,665 | -27.02 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 178,666 | 186.57 | 7,218 | 230.34 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 0.00 | 8 | 14.29 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,632 | 0.00 | 66 | 14.04 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 416,007 | 107.51 | 16,807 | 139.16 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 26,757 | 3.61 | 874 | -4.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 193 | 0.00 | 8 | 40.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 32,105 | -0.12 | 1,297 | 15.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,267 | 4.53 | 1,031 | 18.53 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 128,729 | -4.52 | 5,201 | 10.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 163,305 | -10.48 | 6,598 | 3.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,264,419 | 228.60 | 51,083 | 278.75 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 72,304 | 270.13 | 2,921 | 327.05 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 71,613 | 4.53 | 2,893 | 20.49 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,000 | 0.00 | 121 | 15.24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23,568 | 0.58 | 952 | 15.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,401 | 0.00 | 97 | 15.48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,133 | 86 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 396,795 | 8.89 | 16,030 | 25.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 21,469 | 0.00 | 867 | 15.29 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 62,234 | 0.81 | 2,514 | 16.23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,248 | 414 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8,816 | 356 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 270,737 | 1.50 | 11 | 11.11 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 59,183 | -2.31 | 2,391 | 11.73 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,300 | 214 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,200 | 210 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 72,481 | -87.76 | 3 | -90.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 55,000 | 0.00 | 2,222 | 15.31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55,000 | 0.00 | 1,928 | 7.23 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,206 | 17.03 | 574 | 34.82 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 20,857 | -10.17 | 843 | 3.57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24,654 | 0.94 | 996 | 16.08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 450 | 18 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 523,087 | 5.48 | 21,133 | 21.57 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 31,969 | 1,292 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 40,180 | 13.59 | 1,623 | 30.99 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 519,600 | 0.78 | 20,992 | 16.15 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 45,188 | 0.65 | 1,826 | 16.02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20,746 | 37.98 | 838 | 59.01 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,427 | 15.52 | 300 | 33.33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 44,870 | 47.80 | 1,826 | 71.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 55,313 | 275.44 | 2 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,992 | 5.45 | 202 | 21.82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,432 | 18.05 | 421 | 36.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,689 | 1,111.30 | 472 | 1,422.58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 60,967 | -14.77 | 2,463 | -1.79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 48 | 2.13 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,432 | 219 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8,717 | 0.68 | 352 | 16.17 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11,844 | -5.87 | 478 | 8.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10,000 | 404 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 113,580 | 1.62 | 4,597 | 17.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,532 | 28.10 | 547 | 47.57 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 11,763 | 0.00 | 475 | 15.29 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,441 | -66.57 | 58 | -61.59 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 226,851 | -0.38 | 9,165 | 14.81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,161 | 209 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 5,589 | -4.61 | 226 | 9.76 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 190,367 | -0.70 | 7,691 | 14.45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,109 | -3.03 | 408 | 11.78 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,010 | -8.98 | 202 | 5.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22,443 | -37.71 | 907 | -28.32 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,269 | 29.61 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,583 | 21.31 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72,132 | 5.36 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,729 | -3.04 | 312 | 11.83 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,306 | 3.23 | 1,144 | 18.94 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33,656 | 9.53 | 1,360 | 26.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 89,981 | 402.43 | 3,635 | 479.74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 196,276 | 1.86 | 7,930 | 14.43 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 154,307 | 97.17 | 6,234 | 127.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356,976 | 527.54 | 14,422 | 623.58 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1,140,983 | 458.64 | 46,096 | 543.96 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5,280 | 213 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,611 | -3.01 | 429 | 11.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,387 | -11.69 | 460 | 2.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,121 | 0.00 | 45 | 15.38 | ||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 57,776 | 22.11 | 2,089 | 29.69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 650 | 48.40 | 26 | 73.33 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 60,830 | 5.29 | 2,458 | 21.33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 362,182 | 14,632 | ||||||
| 2025-04-30 | 13F | Bull Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 729 | -98.73 | 29 | -98.56 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 422,619 | 25.95 | 17,074 | 45.17 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 5,644 | 228 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 187,682 | 14.25 | 7,582 | 31.70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658,174 | 91.48 | 26,590 | 120.70 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 93,518 | 3,778 | ||||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 8,055 | 0.00 | 325 | 15.25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 341 | -77.67 | 14 | -75.47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,000 | 0.00 | 40 | 14.29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,371 | 28.47 | 136 | 49.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227,106 | 25.38 | 9,175 | 44.51 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 37,747 | 1,333 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,386,771 | 1.20 | 96,426 | 16.64 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12,874 | -5.93 | 1 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 5,828 | 0.00 | 235 | 15.20 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 94,884 | 5.72 | 3,833 | 21.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45,526 | 88.34 | 1,839 | 117.12 |
