Mga Batayang Estadistika
| Pemilik Institusional | 213 total, 213 long only, 0 short only, 0 long/short - change of 19.55% MRQ |
| Alokasi Portofolio Rata-rata | 0.1240 % - change of 5.36% MRQ |
| Saham Institusional (Jangka Panjang) | 22,793,742 (ex 13D/G) - change of 2.32MM shares 11.35% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,037,023 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Blackrock ETF Trust II - Ishares High Yield Muni Active ETF (US:HIMU) memiliki 213 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 22,793,742 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, BlackRock, Inc., LPL Financial LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Jones Financial Companies Lllp, Morgan Stanley, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, and Tolleson Wealth Management, Inc. .
Struktur kepemilikan institusional Blackrock ETF Trust II - Ishares High Yield Muni Active ETF (BATS:HIMU) 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 48.19 / share. Previously, on February 10, 2025, the share price was 50.38 / share. This represents a decline of 4.35% 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 | 2,481,794 | 6.70 |
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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14,385 | 18.33 | 700 | 16.11 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79,355 | 865.98 | 3,859 | 850.49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,347 | 211 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 5,828 | -1.39 | 283 | -3.08 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4,901 | -25.60 | 233 | -28.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4,831 | -28.31 | 229 | -31.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52,772 | -6.69 | 2,566 | -8.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,743 | 58.96 | 1,009 | 56.04 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,459 | 71 | ||||||
| 2025-06-18 | NP | RWMIX - Redwood Managed Municipal Income Fund Class I | 23 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29,218 | 0.89 | 1,421 | -0.98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,109 | 21.00 | 200 | 18.45 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18,992 | 180.12 | 924 | 175.52 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4,065 | 20.80 | 198 | 18.67 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 125,499 | 6,103 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4,254 | 207 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35,753 | -18.58 | 1,731 | -20.41 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3,560 | 1.22 | 169 | 0.00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 201 | 10 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,744 | -0.17 | 279 | -1.76 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4,194 | -14.23 | 204 | -16.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,925,282 | 11.34 | 93,626 | 9.31 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 167 | 1.21 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 5,472 | 266 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 18,741 | 911 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 9,669 | 7.02 | 470 | 5.15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,614 | 78 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4,619 | 225 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8,586 | 91.87 | 418 | 88.69 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | 396,000 | 0.00 | 19,257 | -1.82 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 88,175 | 9.67 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 482 | -4.37 | 23 | -4.17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,165 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83,127 | 1,725.76 | 4 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 464,974 | 12.75 | 22,612 | 10.70 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 24,915 | 46.35 | 1,212 | 43.65 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5,325 | 0.24 | 259 | -1.90 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 42,578 | -1.01 | 2,071 | -2.82 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 11,227 | 0.00 | 546 | -1.98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 34 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,676 | -4.46 | 7,765 | -6.20 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 54 | 1.89 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,261 | 310 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,081 | -49.62 | 977 | -50.56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 89,895 | 0.00 | 4,372 | -1.82 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9,473 | -9.15 | 456 | -11.63 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,006 | 19.10 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 483 | 49.54 | 23 | 53.33 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 10,674 | 519 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26,345 | -19.08 | 1,281 | -20.53 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 7,921 | 11.45 | 385 | 9.38 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,427,365 | -2.19 | 118,043 | -3.97 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 104,484 | 63.88 | 5,081 | 60.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,452 | -63.86 | 606 | -64.54 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 7 | 0 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 57,727 | 1.08 | 2,807 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,412 | 13.68 | 506 | 11.70 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 9,099 | 0.00 | 442 | 4.74 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 7,300 | 355 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,651 | 275 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 7,396 | 0.34 | 360 | -1.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 186,639 | 3.07 | 9,076 | 1.20 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 23,017 | -38.86 | 1,119 | -39.97 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,299 | 404 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19,017 | 925 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 10,205 | 11.76 | 496 | 9.73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,493 | -21.73 | 997 | -23.15 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13,547 | 9.14 | 659 | 7.17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 361,330 | -31.54 | 17,571 | -32.78 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 19,710 | 0.00 | 958 | -1.84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 211 | 10 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52,067 | 2,532 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 14,489 | -5.99 | 705 | -7.73 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 122,796 | -7.15 | 5,972 | -8.84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 212,085 | -56.79 | 10,314 | -57.58 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,908 | 336 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290,296 | 43.05 | 14,117 | 40.45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100,809 | -44.22 | 4,903 | -45.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,964 | 38.87 | 1,214 | 36.29 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16 | 1 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,912,072 | 12.35 | 92,984 | 10.31 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,547,678 | 48.31 | 74,981 | 45.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 511,887 | 1.08 | 25 | -4.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 983,310 | 38.15 | 47,818 | 35.64 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 51,337 | 2,481 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 6,259 | 51.48 | 304 | 49.02 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5,564 | 0.00 | 271 | -1.82 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 52,135 | -2.66 | 2,535 | -4.41 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 | 96.15 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,078 | 5.43 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,275 | 208 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 12,405 | 86.18 | 603 | 82.73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 | 1,200.00 | 1 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7,755 | 0.65 | 377 | -1.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,350 | 212 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,483 | 2.05 | 267 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 853 | -32.78 | 41 | -33.87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 109,979 | 5,348 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 78,158 | -0.74 | 3,801 | -2.56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 138 | -25.41 | 7 | -25.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 24 | -78.76 | 1 | -80.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,322 | 64 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10,554 | 491.92 | 513 | 482.95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3,056 | 151 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15,141 | 1 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17,145 | 0.00 | 834 | -1.88 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 220,632 | -54.09 | 11 | -56.52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 11,244 | 40.30 | 547 | 37.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,470 | 315 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8,154 | 1,135.45 | 395 | 1,131.25 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 57,578 | 1.86 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,227 | 60 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8,481 | -45.82 | 412 | -46.84 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 9,886 | -2.42 | 481 | -4.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,045,343 | 8.70 | 148,095 | 6.72 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 43,208 | -5.55 | 2,101 | -7.24 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 19,941 | 970 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 12,137 | 570 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8,667 | 2.87 | 421 | 0.96 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15,096 | 2.28 | 734 | 0.41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72,015 | 22.69 | 3,502 | 20.47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,906,785 | 37.87 | 92,727 | 35.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,380 | 456 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 801,158 | -16.35 | 38,960 | -17.87 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 23,457 | -19.19 | 1,141 | -20.67 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 13,369 | 650 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 66,454 | -8.51 | 3,232 | -10.18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 438 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8,000 | 389 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 4,235 | 0.62 | 206 | -1.44 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2,648 | 2.56 | 129 | 0.79 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,039 | -18.90 | 245 | -20.20 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 6,266 | 305 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30,872 | -3.78 | 1,501 | -5.54 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1,320 | 0.46 | 64 | -1.54 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 15,981 | 777 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 4,937 | 240 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 35,201 | 12.24 | 1,712 | 10.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 38,187 | -8.77 | 1,857 | -10.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 49 | -81.51 | 2 | -83.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,110 | 589 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 16,900 | -15.93 | 822 | -17.47 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,282 | 51.67 | 306 | 48.78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 303,952 | 12.34 | 14,781 | 10.30 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,014 | 50 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21,613 | -41.10 | 1,051 | -42.16 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 167,322 | 8,137 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,998 | 450.41 | 97 | 470.59 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,259 | 3.81 | 1,180 | 1.90 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4,994 | 23.16 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 75,431 | 8.85 | 3,668 | 6.88 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7,927 | 0.06 | 385 | -1.79 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 10,048 | 489 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 135 | 7 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 101,005 | 9.16 | 4,912 | 7.16 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,680 | 0.72 | 325 | -1.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 382,091 | 147.68 | 18,581 | 143.21 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26,663 | 61.11 | 1,297 | 58.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,251 | 936 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33,629 | 1,635 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4,296 | -14.10 | 209 | -15.79 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32,127 | 2.33 | 1,562 | 0.45 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 249 | 24.50 | 12 | 33.33 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,722 | 275 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 76,595 | -18.21 | 3,725 | -19.71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6,096 | 296 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11,841 | 1.79 | 576 | -0.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,473 | 95.99 | 363 | 93.09 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 176,981 | 1.29 | 8,607 | -0.55 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,978 | -0.21 | 388 | -2.27 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 30,184 | 1,468 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22,290 | 6.68 | 1,084 | 4.74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,105 | 0.64 | 54 | -1.85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 84,525 | -4.33 | 4,110 | -6.08 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5,517 | 268 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,898 | -11.18 | 92 | -12.38 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5,233 | 1.47 | 254 | -0.39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,213 | 351 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,625 | 39.58 | 808 | 37.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,929 | 872 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3,209 | 0.91 | 156 | -0.64 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,853 | -10.00 | 236 | -11.99 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 8,104 | 4.29 | 392 | 2.35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 433,471 | 11.55 | 21 | 10.53 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,038 | 439 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 147,842 | 8.98 | 7,190 | 7.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286,815 | 5.91 | 13,948 | 3.98 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,557 | 0.00 | 465 | -1.90 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 31,177 | 37.42 | 1,516 | 35.00 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 15,117 | -8.70 | 735 | -10.37 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,140 | 29.47 | 882 | 27.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71,750 | 3,489 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,333 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 55,620 | -20.81 | 2,705 | -22.25 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10,164 | 8.99 | 494 | 7.16 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,323 | 1.22 | 453 | -0.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 192,119 | -3.82 | 9,343 | -5.57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 8,708 | 22.42 | 423 | 20.17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 44,209 | 62.38 | 2,150 | 59.42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25,160 | 7.89 | 1,224 | 5.89 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,696 | 0.00 | 82 | -2.38 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11,401 | 31.73 | 554 | 29.44 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 509 | 25 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,971 | 167.15 | 1,797 | 163.10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 26,562 | 22.46 | 1,268 | 18.19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44,967 | 43.77 | 2,187 | 41.12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,871 | 723 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 16,559 | 0.72 | 805 | -1.11 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 27,344 | 4.45 | 1,330 | 2.55 |
