Mga Batayang Estadistika
| Pemilik Institusional | 164 total, 164 long only, 0 short only, 0 long/short - change of 3.77% MRQ |
| Alokasi Portofolio Rata-rata | 0.1353 % - change of -6.98% MRQ |
| Saham Institusional (Jangka Panjang) | 27,168,850 (ex 13D/G) - change of -0.09MM shares -0.32% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 241,917 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock Corporate High Yield Fund, Inc. (US:HYT) memiliki 164 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 27,168,850 saham. Pemegang saham terbesar meliputi Morgan Stanley, McGowan Group Asset Management, Inc., Eaton Vance Ltd Duration Income Fund, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, LPL Financial LLC, Mml Investors Services, Llc, Oak Hill Advisors Lp, Ameriprise Financial Inc, and Guggenheim Capital Llc .
Struktur kepemilikan institusional BlackRock Corporate High Yield Fund, Inc. (NYSE:HYT) 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 9.57 / share. Previously, on September 9, 2024, the share price was 10.01 / share. This represents a decline of 4.40% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | FIRST TRUST PORTFOLIOS LP | 2,238,541 | 8,076,731 | 260.80 | 5.05 | 185.31 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 18,309 | 41.25 | 179 | 43.55 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 203,337 | 4.79 | 1,983 | 6.67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 32,061 | 2.44 | 313 | 4.35 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 26,126 | -1.05 | 255 | 0.79 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 27,346 | 267 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,905 | -18.10 | 106 | -16.54 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 175,024 | 1.56 | 1,706 | 3.33 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,077 | 11 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 6,759 | 0.00 | 66 | 1.56 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 40,074 | 391 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210,210 | 21.84 | 2,050 | 24.03 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 10,007 | 0.00 | 96 | -3.06 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 16,974 | 0.00 | 165 | 1.85 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 40,890 | 9.16 | 399 | 11.17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15,988 | 6.46 | 156 | 8.39 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 80,772 | 0.00 | 788 | 1.81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 297,067 | 13.52 | 2,896 | 15.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,037,197 | 0.19 | 58,863 | 1.96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,937 | 0.00 | 194 | 2.11 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 15,514 | 0.00 | 151 | 2.03 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,235 | 0.00 | 129 | 2.38 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3,773,668 | 13.21 | 36,793 | 15.22 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 91,656 | 12.44 | 894 | 14.49 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 19,941 | 0.41 | 194 | 2.11 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 82,079 | 1 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70,651 | 0.00 | 689 | 1.92 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22,966 | 224 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 9,397 | -19.73 | 92 | -18.75 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 98,838 | -0.69 | 964 | 1.05 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,670 | 75 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 13,357 | 0.00 | 130 | 2.36 | ||||
| 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 | 1,325,680 | 5.60 | 12,793 | 3.14 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 51,310 | 40.54 | 500 | 43.27 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 12,500 | 122 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 10,648 | 0.00 | 104 | 0.98 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 6,950 | 0.00 | 66 | -2.94 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 220,408 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 97,132 | 0.00 | 953 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 992,083 | 0.89 | 10 | 0.00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 22,537 | 220 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,294 | 132.35 | 91 | 136.84 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 63,510 | 1.60 | 619 | 3.51 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 29 | -3.45 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 11,832 | -0.40 | 115 | 1.77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 516 | 0.00 | 5 | 25.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 278,027 | -4.42 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,625 | 16 | ||||||
| 2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 64,689 | -0.04 | 620 | -2.37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 827,792 | 0.70 | 8,071 | 2.65 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 48,200 | 464 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 58,746 | 573 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12,147 | -2.64 | 118 | -0.84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 87,526 | -5.53 | 853 | -3.83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 50,011 | -2.91 | 488 | -1.22 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 500 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,143 | -63.63 | 11 | -63.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,016 | 53.27 | 421 | 57.09 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 50,918 | 1,026.75 | 496 | 1,053.49 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 182,909 | 1.95 | 1,783 | 3.78 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,121 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 22,000 | 0.00 | 214 | 1.90 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 7,327 | -95.52 | 71 | -96.94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 125,966 | 1.71 | 1,228 | 3.54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 113,711 | 5.50 | 1,109 | 7.36 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,100 | 0.00 | 11 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 596 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43,370 | 423 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 123,730 | -4.38 | 1,206 | -2.66 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 103 | 1 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 10,000 | 0.00 | 98 | 2.11 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 137,527 | 8.39 | 1,341 | 10.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 108,653 | 29.96 | 1,059 | 32.38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 262,112 | -12.20 | 2,556 | -10.66 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 11,629 | 0.49 | 113 | 2.73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41,503 | -28.99 | 405 | -27.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,112 | 25.18 | 177 | 27.54 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 53,839 | 2.04 | 525 | 3.76 | ||||
| 2025-07-29 | 13F | Creekside Partners | 70,072 | 0.54 | 683 | 2.40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,084 | -10.18 | 235 | -8.59 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,500 | 0.00 | 34 | 3.03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,518 | 375,800.00 | 73 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1,000 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 405,607 | 0.00 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 535 | 0.00 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,280 | 10,460.00 | 51 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35,013 | -10.27 | 341 | -8.58 | ||||
| 2025-08-27 | NP | Eaton Vance Ltd Duration Income Fund | 2,188,579 | 0.00 | 21,339 | 1.77 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 187,105 | 14.18 | 1,806 | 11.49 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 10,137 | 0.00 | 99 | 1.03 | ||||
| 2025-08-14 | 13F | Comerica Bank | 61,074 | 0.00 | 595 | 1.71 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 51,340 | -5.78 | 492 | -4.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 288,468 | -2.32 | 2,812 | -0.57 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 19,357 | -0.73 | 189 | 1.08 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 32,320 | 0.00 | 315 | 1.94 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 99,760 | 37.54 | 973 | 40.06 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10,345 | 2.99 | 101 | 4.17 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 24,500 | 0.00 | 239 | 1.71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 65,576 | -11.24 | 639 | -9.62 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20,669 | 9.05 | 202 | 11.05 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 297,760 | 7.56 | 2,903 | 9.46 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,334,394 | 1.85 | 13,010 | 3.66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 23,422 | -47.13 | 228 | -46.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57,196 | 6.37 | 558 | 8.16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21,516 | -11.05 | 211 | -8.66 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 27,083 | 0.00 | 264 | 1.93 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 31,262 | 2.96 | 305 | 4.83 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 122,892 | 0.00 | 1,198 | 1.78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10,573 | 2.23 | 103 | 4.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23,247 | -3.57 | 227 | -1.74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,571 | 15.59 | 503 | 17.56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,035 | 12.32 | 137 | 14.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 387,535 | -17.15 | 3,778 | -15.69 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 37,031 | 0.27 | 363 | 2.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 11,010 | 2.49 | 107 | 4.90 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 31,074 | -1.03 | 303 | 0.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 31,642 | -2.94 | 309 | -1.28 | ||||
| 2025-04-25 | 13F | CMG Global Holdings, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 13,000 | 0.00 | 127 | 1.61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 62,975 | 214.88 | 614 | 221.47 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 | 316.67 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 670 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,513 | -36.57 | 25 | -27.27 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 17,383 | -11.62 | 169 | -10.11 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13,504 | 0.00 | 132 | 1.55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,642 | 0.77 | 172 | 0.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 484,623 | -22.27 | 4,725 | -20.88 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6,358 | 0.00 | 62 | 1.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,118 | -60.35 | 21 | -60.78 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 188,984 | -4.32 | 1,843 | -2.64 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,600 | -68.39 | 113 | -67.81 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,514 | 0.00 | 73 | 2.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,035,045 | 8.49 | 10,092 | 10.42 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 307 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1,350 | 0.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 452 | 4 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19,002 | 0.00 | 185 | 1.65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 116,439 | 75.04 | 1,135 | 78.18 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 16,000 | 156 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 292,614 | 0.20 | 2,853 | 1.97 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 612 | 2.51 | 6 | 0.00 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,625 | 0.00 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 18,539 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 666 | 0.00 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 818 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 95,851 | 3.06 | 935 | 4.94 | ||||
| 2025-05-09 | 13F | Cornerstone Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 30,000 | 50.00 | 292 | 52.88 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 25,194 | -3.07 | 246 | -1.61 | ||||
| 2025-08-08 | 13F | Creative Planning | 16,023 | 0.07 | 156 | 1.96 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 16,300 | -19.70 | 159 | -18.56 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15,262 | -22.67 | 0 | |||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 478 | 0.00 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,162 | 0.00 | 11 | 0.00 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 32,400 | -10.00 | 316 | -8.43 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 18,275 | -21.40 | 178 | -19.82 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 404 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,023 | 0.00 | 10 | 0.00 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 32,061 | 313 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,724 | 0.00 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 370,275 | -4.58 | 3,610 | -2.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 332,635 | -10.54 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 39,400 | 0.54 | 384 | 2.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 177,549 | 4.20 | 1,731 | 6.07 | ||||
| 2025-08-14 | 13F | Oak Hill Advisors Lp | 891,998 | -1.56 | 8,697 | 0.18 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 55,654 | 0.00 | 531 | -3.45 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 779,322 | 0.05 | 7,598 | 1.84 |
