Mga Batayang Estadistika
| Pemilik Institusional | 192 total, 192 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.2457 % - change of -1.41% MRQ |
| Saham Institusional (Jangka Panjang) | 16,190,900 (ex 13D/G) - change of 0.11MM shares 0.67% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 556,704 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August (US:PAUG) memiliki 192 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 16,190,900 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, Advisor Group Holdings, Inc., Cerity Partners LLC, Commonwealth Equity Services, Llc, Cresset Asset Management, LLC, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, and Blair William & Co/il .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August (BATS:PAUG) 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 41.88 / share. Previously, on September 9, 2024, the share price was 36.85 / share. This represents an increase of 13.65% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,407 | 0.00 | 340 | 7.26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,940 | 281 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 19,104 | 0.00 | 773 | 7.07 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53,544 | 2,186 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,000 | 202 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 72,408 | -0.24 | 2,930 | 6.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,491 | -18.57 | 60 | -13.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 46,320 | 0.00 | 1,874 | 7.15 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9,990 | 0.00 | 404 | 7.16 | ||||
| 2025-04-14 | 13F | Range Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,023 | -53.10 | 325 | -49.85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 126,868 | -1.15 | 5,133 | 5.88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 51,132 | -0.59 | 2,069 | 6.43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 75,421 | -2.29 | 3,052 | 4.63 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16,754 | -2.27 | 678 | 4.64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,100 | 0.00 | 328 | 6.86 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19,109 | 773 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 39,677 | -31.62 | 1,606 | -26.78 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12,000 | 0.00 | 486 | 7.06 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24,942 | 0.00 | 1,009 | 7.45 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 58,106 | 0.00 | 2,351 | 7.06 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 265 | -74.59 | 11 | -74.36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,055 | 407 | ||||||
| 2025-05-06 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 8,296 | 0.00 | 336 | 5.02 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15,995 | 0.00 | 647 | 7.12 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 27,490 | 0.00 | 1,112 | 7.13 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 8,911 | 0.00 | 361 | 7.14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 32,771 | -0.60 | 1,326 | 6.43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46,033 | -2.65 | 1,862 | 4.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 240,234 | -3.22 | 9,720 | 3.64 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1,546 | 0.00 | 63 | 6.90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,968 | -2.70 | 606 | 4.13 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6,663 | 0.00 | 270 | 7.17 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 47,989 | -13.50 | 1,942 | -7.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 29,024 | -0.56 | 1,174 | 6.53 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7,509 | -10.33 | 304 | -4.11 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,457,662 | 15.83 | 59 | 23.40 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5,231 | 212 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12,247 | 0.00 | 496 | 7.14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 143,249 | 0.48 | 5,796 | 7.61 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 121,324 | -0.53 | 4,909 | 6.51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5,167 | 209 | ||||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 81,223 | -0.15 | 3,286 | 6.93 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 48,962 | -1.34 | 1,981 | 5.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 319,897 | 11.02 | 12,943 | 18.90 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 14,307 | -15.84 | 579 | -9.97 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,273,666 | 12.45 | 48,062 | 8.63 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18,479 | -0.29 | 748 | 6.71 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 12,271 | 0.00 | 506 | 9.29 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57,121 | 10.29 | 2,311 | 18.15 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 13,959 | -9.91 | 565 | -3.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 578,566 | -0.95 | 23 | 4.55 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,246 | 29.21 | 293 | 38.86 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,248 | 0.00 | 334 | 7.07 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 15,454 | -2.66 | 625 | 4.34 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,768 | -11.55 | 355 | -5.35 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15,577 | -0.37 | 595 | -1.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 236,344 | -0.16 | 9,562 | 6.92 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18,163 | -9.14 | 735 | -2.78 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 35,255 | -3.16 | 1,426 | 3.71 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71,040 | -3.26 | 2,874 | 3.60 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 16,970 | -5.56 | 687 | 1.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,372 | -10.32 | 743 | -3.88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,632 | 0.00 | 63 | 1.64 | ||||
| 2025-07-17 | 13F | City Holding Co | 26,406 | -2.15 | 1,068 | 4.81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,680 | -51.36 | 796 | -47.91 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,391 | -1.21 | 56 | 5.66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,670 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7,466 | 0.00 | 302 | 7.09 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30,996 | -24.35 | 1,254 | -18.99 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9,432 | 0.00 | 382 | 7.02 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,000 | 202 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 36,060 | -0.83 | 1,459 | 6.19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 47 | -26.56 | 2 | -50.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,521 | -50.37 | 3 | -50.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 119,246 | -60.10 | 4,825 | -57.27 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 7,755 | 0.00 | 314 | 7.19 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 23,849 | 0.00 | 965 | 6.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 398,909 | -0.02 | 15,955 | 5.85 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31,408 | -0.15 | 1,271 | 6.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,245 | -19.62 | 253 | -13.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20,482 | -72.60 | 829 | -70.68 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17,683 | 0.00 | 719 | 15.06 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 5,989 | -35.69 | 242 | -31.05 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 17,955 | 0.00 | 726 | 7.08 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 7,078 | 0.00 | 286 | 7.12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,685 | 0.00 | 68 | 7.94 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 72,247 | -42.93 | 2,938 | -38.58 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,666 | -0.67 | 229 | 6.51 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 118,243 | -0.59 | 4,784 | 6.48 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 17,140 | -62.75 | 699 | -59.78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 102,907 | -1.13 | 4,164 | 5.87 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30,016 | -5.27 | 1,214 | 1.42 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8,075 | 18.32 | 327 | 26.85 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 74,853 | -2.24 | 3,029 | 4.70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27,122 | -36.38 | 1,097 | -31.86 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 29,419 | -22.28 | 1,190 | -16.78 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 23,065 | 0.00 | 933 | 7.12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 14,358 | 0.00 | 581 | 7.01 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6,400 | 0.00 | 259 | 7.05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,122 | 976 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 386,368 | 33.46 | 15,632 | 42.93 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 39,445 | -0.42 | 1,596 | 6.62 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 34,114 | 0.00 | 1,380 | 7.14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 193,190 | 8.93 | 7,816 | 16.66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90,612 | 51.26 | 3,666 | 62.00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 19,389 | 0.00 | 1 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 15,792 | -16.77 | 639 | -10.89 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 172,270 | -4.13 | 6,970 | 2.68 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 206 | -94.09 | 8 | 14.29 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 44,198 | -47.12 | 1,788 | -43.36 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 167,787 | -16.46 | 6,789 | -10.54 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 31,147 | -2.66 | 1,260 | 4.30 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,100 | -32.69 | 85 | -28.21 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 11,948 | 0.00 | 483 | 7.10 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7,155 | 0.00 | 289 | 7.04 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 64,504 | -0.10 | 2,610 | 6.97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 53,734 | -0.30 | 2,174 | 6.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67,651 | 6.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,000 | 0.00 | 81 | 6.67 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8,253 | -9.33 | 339 | -1.74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,704 | -25.23 | 215 | -26.62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,375 | 0.00 | 56 | 7.84 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 7,690 | 0.00 | 311 | 7.24 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 7,300 | 0.00 | 295 | 7.27 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 37,780 | 0.00 | 1,528 | 11.29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,228 | -30.48 | 454 | -25.57 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13,209 | 0.00 | 544 | 9.48 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 18,506 | -10.84 | 760 | -3.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,445 | -3.62 | 706 | 3.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,745 | 0.00 | 71 | 7.69 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 453,282 | -2.77 | 18,340 | 4.12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240,057 | -2.26 | 9,713 | 4.67 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 32,742 | -13.95 | 1,325 | -7.86 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8,261 | 5.26 | 334 | 12.84 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 60,614 | -4.79 | 2,452 | 1.95 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,295 | 0.00 | 255 | 7.17 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 205,657 | -1.50 | 8,321 | 5.48 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,839 | 2,943.40 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,329 | 256 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 88,747 | -0.62 | 3,591 | 6.43 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 36,953 | -20.50 | 1,495 | -14.86 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2,591,649 | -1.36 | 104,858 | 5.64 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48,644 | 439.29 | 1,968 | 478.82 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 44,459 | -8.71 | 1,799 | -2.23 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,954 | -7.97 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,432 | 56.86 | 220 | 68.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,875 | 0.00 | 683 | 7.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339,082 | -36.70 | 13,719 | -32.20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22,524 | -9.51 | 911 | -3.09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 740,922 | 29,978 | ||||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 76,056 | -1.74 | 3,077 | 5.23 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,514 | -5.91 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 701 | 0.00 | 28 | 7.69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 260,763 | -2.27 | 10,550 | 4.66 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 20,544 | -9.00 | 831 | -2.46 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 11,010 | -0.09 | 445 | 6.97 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 550 | -83.01 | 22 | -82.11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17,013 | -10.09 | 688 | -3.64 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5,158 | 209 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 71,147 | 0.83 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 10,078 | 408 | ||||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6,754 | -26.59 | 277 | -20.46 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 61,747 | -10.15 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 13,581 | 0.00 | 549 | 7.02 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,850 | 0.00 | 156 | 6.90 | ||||
| 2025-04-15 | 13F | Integral Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 25,750 | -0.22 | 1,042 | 6.88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,035 | -17.64 | 406 | -11.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,208 | 49 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 32,455 | -7.44 | 1,313 | -0.83 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7,285 | 0.00 | 295 | 6.91 | ||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 10,000 | 0.00 | 405 | 7.16 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 107,229 | -2.66 | 4,338 | 4.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,065 | -6.61 | 488 | -1.81 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 21,373 | -5.68 | 865 | 0.93 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 31,776 | 0.00 | 1,286 | 7.08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 19,136 | -2.23 | 774 | 4.74 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 6,138 | -12.43 | 248 | -6.06 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7,079 | -3.83 | 286 | 2.88 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5,173 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812,460 | 0.17 | 32,872 | 7.27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,265 | 0.00 | 375 | 6.86 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90,411 | 2.24 | 3,731 | 11.71 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82,535 | -3.98 | 3,339 | 2.83 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 350 | 0.00 | 14 | 7.69 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 18,656 | -8.89 | 755 | -2.46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,859 | 15.39 | 75 | 25.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 358,968 | -22.06 | 14,524 | -16.53 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 8,970 | 0.00 | 363 | 7.10 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 82,877 | 0.03 | 3,353 | 7.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 172,676 | -10.21 | 6,986 | -3.84 |
