Mga Batayang Estadistika
| Pemilik Institusional | 152 total, 152 long only, 0 short only, 0 long/short - change of -6.13% MRQ |
| Alokasi Portofolio Rata-rata | 0.8496 % - change of -0.33% MRQ |
| Saham Institusional (Jangka Panjang) | 18,183,110 (ex 13D/G) - change of -5.05MM shares -21.73% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 798,118 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Simplify Exchange Traded Funds - Simplify MBS ETF (US:MTBA) memiliki 152 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 18,183,110 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Wells Fargo & Company/mn, Mml Investors Services, Llc, Evergreen Capital Management Llc, Hilton Capital Management, LLC, Watchman Group, Inc., Knightsbridge Asset Management, Llc, Aprio Wealth Management, LLC, Tortoise Investment Management, LLC, and Ci Investments Inc. .
Struktur kepemilikan institusional Simplify Exchange Traded Funds - Simplify MBS ETF (ARCA:MTBA) 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 2, 2025 is 50.22 / share. Previously, on September 3, 2024, the share price was 51.39 / share. This represents a decline of 2.29% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 53 | 3 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 263,171 | 15.88 | 13,181 | 15.75 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 14,730 | 0.00 | 738 | -0.14 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22,990 | -96.88 | 1,152 | -96.89 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 14,792 | -16.76 | 735 | -17.51 | ||||
| 2025-04-29 | NP | WTBN - WisdomTree Bianco Total Return Fund | 93,547 | 20.60 | 4,703 | 20.26 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 385,686 | 30.28 | 19,319 | 30.16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 248,545 | -11.28 | 12,412 | -11.63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,012 | -53.58 | 201 | -53.81 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 230,380 | 2.96 | 11,540 | 2.85 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 5,038 | 252 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5,349 | 0.00 | 267 | 1.14 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,071 | 194.20 | 605 | 197.54 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,775 | -32.33 | 740 | -32.36 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 54 | 29.27 | ||||||
| 2025-08-27 | NP | APPLX - Appleseed Fund Investor Class | 14,500 | 0.00 | 726 | -0.14 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 20,789 | 32.19 | 1,041 | 32.11 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 14,600 | 0.00 | 731 | -0.14 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 20,748 | -27.64 | 1,039 | -27.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40,453 | 5.33 | 2,014 | 4.57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 31,879 | 39.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 295,026 | -1.79 | 14,778 | -1.89 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6,292 | -52.19 | 315 | -52.20 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 114 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,245 | 36.96 | 62 | 37.78 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,162 | 59.83 | 58 | 61.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 56,249 | -23.63 | 2,818 | -23.72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 17,000 | 0.00 | 852 | -0.12 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6,209 | 0.13 | 311 | 0.32 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,440 | 272 | ||||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 265,324 | 182.15 | 13,165 | 178.51 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 5,200 | -77.96 | 260 | -78.02 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79,541 | 638.89 | 3,984 | 639.15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 218,226 | 41.98 | 11 | 42.86 | ||||
| 2025-07-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 4,301 | 1.18 | 215 | 0.94 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 3,912 | 0.00 | 196 | -0.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 251,163 | 7.28 | 12,580 | 7.16 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 147,963 | -9.87 | 7,411 | -9.96 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 13,585 | 680 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 742,514 | 5.21 | 37,193 | 5.10 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59,069 | 76.38 | 2,959 | 76.18 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16,409 | 3.07 | 822 | 2.88 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,784 | -0.85 | 1,692 | -0.94 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9,400 | 471 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 123,100 | 30.96 | 6,166 | 30.83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64,454 | -52.67 | 3,209 | -53.01 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 428 | 42.67 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,222 | 111 | ||||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 95,919 | 66.51 | 4,809 | 68.03 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 29,273 | 56.27 | 1,466 | 56.12 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7,175 | 0.00 | 359 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,000 | 451 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 15,974 | -2.20 | 800 | -2.20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 55,638 | 2,787 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 343,462 | 3.30 | 17,204 | 3.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,976,092 | 2.40 | 98,982 | 2.30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 76,695 | 163.56 | 3,842 | 163.26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 7,050 | 56.67 | 353 | 56.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93,273 | 5.08 | 4,672 | 4.99 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4,257 | -0.05 | 213 | 0.00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 77,333 | -20.48 | 3,874 | -20.57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,412 | 11.94 | 672 | 11.83 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 152,381 | -1.66 | 7,633 | -1.76 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7,611 | 381 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 886 | 0.00 | 44 | 0.00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 5,056 | -16.60 | 253 | -16.50 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 895,924 | -22.16 | 44,877 | -22.24 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 35,580 | 5.79 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 202,742 | 10,155 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 170,642 | 8.02 | 8,547 | 7.92 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 43,281 | 83.33 | 2,166 | 84.81 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 330,515 | 21.76 | 17 | 23.08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 4,040 | 202 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 46,846 | -5.14 | 2,347 | -5.25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,809,304 | 16.66 | 90,628 | 16.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,766 | 41.15 | 489 | 41.33 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 38,976 | 2.22 | 1,952 | 2.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,175 | -94.32 | 209 | -94.33 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 11,306 | 0.00 | 566 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 976 | 49 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 42,213 | 8.55 | 2,114 | 8.47 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 345 | 0.00 | 17 | 0.00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 255,224 | 30.19 | 12,784 | 30.06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,678 | -18.85 | 335 | -18.93 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,508,448 | 5.54 | 76 | 5.63 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 292,944 | 200.75 | 14,674 | 200.49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 190 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 141 | 7 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 98,745 | 7.30 | 4,900 | 5.90 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 274,063 | 25.82 | 13,728 | 25.69 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 15,329 | 5.94 | 768 | 5.94 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 50,000 | 0.00 | 2,504 | -0.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19,591 | -9.84 | 981 | -9.92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 265,089 | 13,278 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,073,502 | 1.38 | 53,772 | 1.28 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,554 | 0.84 | 228 | 0.88 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 129,870 | -2.41 | 6,514 | -1.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,423 | -2.46 | 1,070 | -2.55 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 276,099 | 8.98 | 13,830 | 8.87 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,000 | 0.00 | 50 | 0.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Lhm, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 99,986 | -19.32 | 5,008 | -19.41 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 55,241 | -24.59 | 2,767 | -24.65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6,288 | 0.00 | 315 | -0.32 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 96,074 | 0.00 | 4,812 | -0.10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 151,982 | -12.23 | 7,566 | -12.85 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,980 | 0.00 | 500 | -0.20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,483 | 2.06 | 325 | 1.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,682 | -60.43 | 235 | -60.54 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 4,937 | 0.10 | 247 | 0.00 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 81 | 4 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 551,375 | -3.51 | 27,618 | -3.61 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 31,595 | 6.04 | 1,583 | 5.96 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5,200 | 23.81 | 260 | 23.81 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,430 | 222 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 7,251 | 15.17 | 363 | 15.24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,171 | 81.20 | 159 | 81.61 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 264,512 | 1.00 | 13,249 | 0.89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 | -99.89 | 2 | -99.93 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 60,922 | -36.49 | 3,052 | -36.56 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 64,144 | 99.30 | 3,213 | 99.13 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10,137 | 12.82 | 508 | 12.67 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 47 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17,719 | 888 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19,553 | 7.12 | 979 | 6.99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 199,123 | -3.20 | 9,974 | -3.29 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 18,781 | -15.88 | 941 | -16.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,000 | 0.00 | 50 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 523 | 26 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 27,821 | 1,394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,942 | 5.90 | 548 | 5.79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 393 | 20 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 95,797 | 25.00 | 4,798 | 24.88 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 284 | 0.00 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,100 | 0.00 | 556 | -0.18 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118,332 | -4.15 | 6 | -16.67 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 20,864 | -17.06 | 1,045 | -17.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 123,717 | 4.73 | 6,197 | 4.61 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 281,957 | -23.64 | 14,123 | -23.71 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 274,362 | 193.30 | 13,674 | 193.06 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 215,050 | 12.17 | 10,772 | 12.06 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 32,950 | -2.08 | 1,650 | -2.19 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,146 | 7.22 | 358 | 6.89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,273 | -85.32 | 464 | -85.35 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 297,952 | 6.85 | 14,924 | 6.74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,954 | -90.02 | 98 | -90.02 | ||||
| 2025-08-12 | 13F | Bokf, Na | 745 | 0.00 | 37 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 6,440 | -7.47 | 323 | -7.47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,020 | -4.67 | 51 | -3.77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80,969 | 122.08 | 4,056 | 121.83 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 71,250 | 22.17 | 3,569 | 22.02 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100.00 | 0 |
