Mga Batayang Estadistika
| Pemilik Institusional | 212 total, 212 long only, 0 short only, 0 long/short - change of 7.07% MRQ |
| Alokasi Portofolio Rata-rata | 0.2989 % - change of -2.94% MRQ |
| Saham Institusional (Jangka Panjang) | 18,772,181 (ex 13D/G) - change of 2.87MM shares 18.07% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 575,208 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April (US:PAPR) memiliki 212 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 18,772,181 saham. Pemegang saham terbesar meliputi Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Brookstone Capital Management, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Miracle Mile Advisors, LLC, Raymond James Financial Inc, Envestnet Asset Management Inc, and Janney Montgomery Scott LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April (BATS:PAPR) 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 38.00 / share. Previously, on September 3, 2024, the share price was 35.06 / share. This represents an increase of 8.37% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,648 | -61.43 | 472 | -59.71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14,833 | 553 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,799 | 0.00 | 67 | 4.69 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 142,606 | -0.38 | 5,345 | 4.70 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,574 | 8.64 | 394 | 13.54 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 25,568 | 5.86 | 953 | 10.69 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38,562 | -4.93 | 1,438 | -0.62 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 79,289 | 14.70 | 2,957 | 19.92 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 612,365 | 11.91 | 22,587 | 15.75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 196,814 | 4.79 | 7,339 | 9.59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38,420 | 7.05 | 1,433 | 11.96 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11,123 | 415 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 49,105 | 4.13 | 1,831 | 8.92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,500 | 0.00 | 92 | 2.25 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 97,452 | 2.43 | 3,634 | 7.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23,778 | -7.27 | 887 | -3.06 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 15,400 | 0.00 | 574 | 4.55 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21,184 | 43.82 | 790 | 50.29 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 6,211 | 232 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 220,256 | 32.44 | 8 | 60.00 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 38,766 | -0.22 | 1,446 | 4.33 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 27,789 | 8.36 | 1,036 | 13.35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36,889 | 26.68 | 1,376 | 32.47 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,117 | 0.00 | 116 | 4.50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 47,913 | 55.26 | 1,787 | 62.36 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,636 | 43.52 | 508 | 51.19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18,750 | 699 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6,229 | -3.19 | 232 | 1.31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 143 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11,800 | 0.00 | 440 | 4.76 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 132 | 5 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 5,926 | 0.00 | 221 | 4.27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31,246 | 0.00 | 1,165 | 4.58 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 67,695 | -2.44 | 2,524 | 2.02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,627 | 13.15 | 545 | 18.48 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 16,120 | 21.57 | 601 | 27.33 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 19,842 | -68.56 | 740 | -67.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27,148 | 23.23 | 1,012 | 28.92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,200 | 343 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 12,893 | -5.65 | 481 | -1.44 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7,112 | 265 | ||||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 37,261 | 62.19 | 1,389 | 69.60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16,936 | 0.00 | 632 | 4.64 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 22,300 | 0.00 | 832 | 4.53 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17,237 | 2.07 | 643 | 6.64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,988 | 223 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5,838 | 185.76 | 218 | 201.39 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 16,303 | 6.84 | 608 | 11.58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 69,571 | 1.25 | 2,594 | 5.88 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12,628 | 36.84 | 471 | 42.86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,551,834 | 17.13 | 58 | 21.28 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14,133 | 527 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 20,097 | 24.27 | 749 | 30.03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 65,124 | 6.58 | 2,428 | 11.48 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,355,944 | 13.71 | 48,068 | 8.13 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5,785 | 216 | ||||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 215 | 0.00 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 92 | 3 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3,691 | 0.00 | 138 | 4.58 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 35,728 | 1.32 | 1,332 | 5.97 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 10,527 | 0.00 | 393 | 4.53 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 23,455 | -8.45 | 875 | -4.27 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 51,635 | 1,925 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 7,830 | -6.17 | 292 | -2.02 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 19,968 | 745 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,522 | 0.00 | 94 | 5.62 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 19,032 | 108.02 | 710 | 117.48 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 14,745 | 2.08 | 550 | 6.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,070 | 525 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14,030 | 0.00 | 529 | 6.67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 41,688 | 6.20 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 20,457 | -34.81 | 763 | -31.84 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 14,742 | -8.30 | 550 | -4.19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 724,892 | 10.17 | 27 | 17.39 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7,541 | 4.14 | 281 | 8.91 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 187 | 0.00 | 7 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,890 | 16.98 | 257 | 21.90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 145,259 | 7.67 | 5,417 | 12.60 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3,808 | 142 | ||||||
| 2025-05-15 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32,138 | -13.26 | 1,198 | -9.31 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 22,840 | -0.62 | 827 | -2.02 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 237,717 | -0.17 | 8,864 | 4.63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13,545 | 0.00 | 505 | 4.55 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 33,715 | 1,257 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 52,025 | 19.75 | 1,940 | 25.24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 75,722 | 15.89 | 2,832 | 21.60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30,208 | 1,126 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 65,710 | 132.70 | 2,450 | 143.54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,192 | 0.00 | 82 | 3.85 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 11,915 | 0.00 | 444 | 4.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 171,284 | 7.38 | 6 | 20.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 22,560 | -12.64 | 841 | -8.59 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 117,837 | -0.60 | 4,394 | 3.95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 48,157 | 5.19 | 1,796 | 9.99 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12,438 | 6.23 | 464 | 11.03 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28,954 | 22.51 | 1,080 | 28.15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 156,512 | 8.02 | 5,836 | 12.97 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 73,424 | -3.63 | 2,738 | 0.74 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,880 | -0.21 | 368 | 4.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 403,459 | 20.20 | 15,045 | 25.69 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 23,920 | 0.00 | 892 | 4.58 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 11,300 | 1.80 | 421 | 6.58 | ||||
| 2025-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 5,461 | 204 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 126,032 | 29.22 | 4,700 | 35.15 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 91,071 | 22.61 | 3,396 | 28.25 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38,015 | 0.32 | 1,418 | 4.89 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 23,823 | 23.38 | 888 | 29.07 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 15,515 | 0.00 | 579 | 4.52 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7,458 | 0.00 | 278 | 4.91 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38,127 | 5.36 | 1,422 | 10.16 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 8,528 | 0.00 | 318 | 4.61 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 193,988 | -0.40 | 7,234 | 4.15 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13,892 | 7.66 | 524 | 14.95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 111,337 | 6.00 | 4,152 | 10.84 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,459 | -1.39 | 278 | 3.35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17,261 | 644 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 27,267 | 9.55 | 1,017 | 4.74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248,274 | 7.08 | 9,258 | 11.99 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 32,696 | 102.90 | 1,219 | 112.37 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 36,619 | 9.34 | 1,366 | 14.32 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34,535 | 2.76 | 1,288 | 7.43 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 10,835 | -6.88 | 404 | -2.42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 352,119 | 42.48 | 13,131 | 49.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,569 | 0.00 | 59 | 5.45 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 887,824 | 814.00 | 33,107 | 855.99 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 66,834 | 17.35 | 2,492 | 22.70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 15,004 | 1.90 | 559 | 6.48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 184,668 | 783.20 | 6,886 | 824.30 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 19,888 | 0.00 | 742 | 4.51 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 49,693 | -1.74 | 1,853 | 2.77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275,595 | 18.46 | 10,277 | 23.87 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 283 | 11 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 162,402 | 1,817.15 | 6,056 | 1,904.97 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 210,492 | -0.73 | 7,849 | 3.81 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,000 | 0.00 | 75 | 4.23 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 216,124 | -0.33 | 8,059 | 4.23 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15,324 | 11.59 | 571 | 16.77 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 12,840 | 0.00 | 479 | 4.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 173,077 | 30.68 | 6 | 50.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 187,821 | 1.78 | 6,698 | -1.12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,156 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 290 | 0.00 | 11 | 0.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16,548 | 60.21 | 618 | 73.80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9,097 | -0.67 | 339 | 3.99 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14,866 | 554 | ||||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Maltin Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 34,579 | -50.11 | 1,298 | -47.51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194,258 | 0.92 | 7,244 | 5.54 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75,124 | 18.30 | 2,801 | 23.72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 278,794 | -6.04 | 10,396 | -1.74 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 46,877 | 30.93 | 1,748 | 38.07 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,208 | 17.18 | 940 | 22.56 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11,943 | 0.00 | 445 | 4.71 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7,480 | 52.25 | 279 | 58.86 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 217,110 | -1.52 | 8,096 | 2.99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,235 | 83 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 175,392 | 14.59 | 6,540 | 19.82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,084 | 0.00 | 301 | 4.51 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 20,186 | 753 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2,319,292 | 0.62 | 86,486 | 5.22 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 59,733 | 305.71 | 2,227 | 324.19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 847 | -91.26 | 32 | -91.01 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 44,472 | 242.09 | 1,658 | 258.10 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 548,755 | -2.16 | 20,463 | 2.32 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,968 | -7.71 | 446 | -3.46 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,047 | 4.42 | 449 | 9.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33,512 | 55.21 | 1,250 | 62.42 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 32,307 | 1.13 | 1,205 | 5.71 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 34,671 | -57.77 | 1,293 | -55.86 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,074 | -0.97 | 1,010 | 3.59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 285,379 | 9.72 | 11 | 11.11 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 109,674 | 0.11 | 4,090 | 4.69 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 213,823 | 0.29 | 7,973 | 4.87 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58,560 | 32.89 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 53,297 | 19.74 | 1,987 | 25.20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 6,074 | 397.87 | 226 | 425.58 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 65,731 | 137.54 | 2,451 | 148.58 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7,423 | -25.29 | 277 | -22.03 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 38,630 | 6.31 | 1,441 | 11.20 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 28,980 | 12.89 | 1,081 | 18.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15,356 | 10.07 | 573 | 15.09 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 263,404 | 8.56 | 9,822 | 13.52 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,029 | 4.97 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11,976 | 0.00 | 447 | 4.45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,366 | -67.12 | 498 | -65.63 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9,328 | -6.98 | 348 | -2.80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63,235 | 1.86 | 2,358 | 3.51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,850 | -17.60 | 181 | -14.69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 68,710 | 0.63 | 2,562 | 5.09 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,750 | 0.00 | 103 | 4.08 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 203,284 | -9.04 | 7,580 | -4.88 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 430 | 0.00 | 16 | 6.67 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 9,824 | 239.11 | 366 | 255.34 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 159,273 | 1.90 | 5,939 | 6.57 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8,191 | -16.31 | 305 | -12.61 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 23,574 | 2.90 | 879 | 7.72 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20,171 | 0.00 | 1 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,396 | 0 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 27,765 | 1,031 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,217 | 0.00 | 232 | 4.52 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 37,031 | 0.00 | 1,321 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 720 | -67.76 | 27 | -67.09 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 15,224 | -57.52 | 568 | -56.88 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 8,967 | -0.04 | 334 | 4.70 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 264,240 | 151.23 | 9,854 | 162.75 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31,484 | 96.55 | 1,185 | 107.36 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 340 | 13 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 40,038 | 444.36 | 1,493 | 469.85 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 74,111 | 2,643 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,840 | -15.44 | 292 | -11.52 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176,841 | 13.83 | 6,594 | 19.05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,054 | 12.69 | 1,568 | 17.89 |
