Mga Batayang Estadistika
| Pemilik Institusional | 210 total, 210 long only, 0 short only, 0 long/short - change of 0.48% MRQ |
| Alokasi Portofolio Rata-rata | 0.2363 % - change of -3.06% MRQ |
| Saham Institusional (Jangka Panjang) | 19,117,201 (ex 13D/G) - change of 1.20MM shares 6.68% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 602,667 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (US:PFEB) memiliki 210 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 19,117,201 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, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Brookstone Capital Management, Old Mission Capital Llc, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Kovitz Investment Group Partners, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB) 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 39.12 / share. Previously, on September 6, 2024, the share price was 35.26 / share. This represents an increase of 10.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Helium Advisors LLC | 15,335 | 0.00 | 583 | 6.01 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,239 | -5.19 | 389 | 0.78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 114,685 | -74.88 | 4,359 | -73.34 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 9,150 | 0.00 | 348 | 6.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,529 | 248 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23,500 | 0.00 | 893 | 6.18 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 45,088 | -12.37 | 1,714 | -7.05 | ||||
| 2025-05-07 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,542,531 | 16.39 | 59 | 23.40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6,730 | 0.00 | 256 | 5.81 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,527 | 0.00 | 400 | 6.10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9,496 | -4.86 | 361 | 0.84 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24,777 | -2.08 | 942 | 3.86 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,665 | -0.63 | 329 | 5.45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 599 | 0.00 | 23 | 4.76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,214 | -2.91 | 426 | 3.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 28,112 | -41.93 | 1,069 | -38.41 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 87,762 | 1.43 | 3,336 | 7.62 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8,712 | 0.00 | 331 | 6.09 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 56,036 | -0.38 | 2,130 | 5.71 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 325,964 | 11,676 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,300 | 49 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 15,250 | -7.12 | 1 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 6,092 | 0.00 | 232 | 5.96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,871 | 5.24 | 1,250 | 11.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 144,089 | 63.94 | 5,477 | 73.95 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,000 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14,221 | -5.93 | 541 | -0.18 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 115 | 0.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,617 | -1.72 | 252 | 4.15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90,970 | -3.27 | 3,458 | 2.64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 450 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,290 | -3.39 | 1,265 | 2.51 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6,894 | -66.68 | 262 | -64.64 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86,670 | 24.96 | 3,294 | 32.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,529 | 0.00 | 476 | 6.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34,531 | 0.54 | 1,313 | 6.67 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,311 | 0.00 | 316 | 6.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,077 | 0.00 | 117 | 5.45 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 38,476 | 0.00 | 1,462 | 6.10 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 104,928 | 63.34 | 3,988 | 73.32 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,999 | 0.00 | 304 | 5.92 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 42,475 | 0.00 | 1,614 | 6.11 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,261 | 314 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81,632 | 0.42 | 3,103 | 6.56 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1,600 | 0.00 | 61 | 5.26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 13,658 | 0.00 | 519 | 6.13 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7,637 | 0.00 | 290 | 6.23 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 24,483 | 12.33 | 931 | 19.23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10,200 | -10.53 | 388 | -5.15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,157,385 | 1.83 | 44 | 7.50 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 11,253 | 2.56 | 428 | 8.65 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,347,819 | 13.00 | 48,104 | 8.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 92,903 | -1.58 | 3,531 | 4.44 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17,329 | -0.77 | 659 | 5.28 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22,097 | -4.33 | 840 | 1.45 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4,006 | 152 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,268 | -78.72 | 276 | -77.43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 378,339 | -4.31 | 14,381 | 1.54 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5,816 | 0.00 | 221 | 6.25 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50,874 | -7.04 | 1,934 | -1.38 | ||||
| 2025-07-17 | 13F | City Holding Co | 700 | 0.00 | 27 | 4.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,384 | 205 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 48,466 | -1.27 | 1,842 | 4.78 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75,017 | -11.44 | 2,851 | -6.03 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,319 | 0.00 | 240 | 6.19 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 394,589 | -6.95 | 15,081 | -0.71 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5,774 | -34.96 | 207 | -36.81 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,880 | -18.82 | 414 | -13.96 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,736 | 0.00 | 674 | 6.14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25,400 | -1.93 | 965 | 4.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72,669 | 4.98 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16,137 | -17.63 | 613 | -12.55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,958 | 264 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5,500 | 209 | ||||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37,271 | -1.32 | 1,417 | 4.73 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 9,249 | 49.20 | 352 | 58.11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 37 | -52.56 | 1 | -50.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31,993 | 0.00 | 1,216 | 6.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31,991 | -10.60 | 1,216 | -5.15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13,702 | -8.39 | 521 | -2.80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17,075 | -5.10 | 653 | 8.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158,530 | 26.12 | 6,026 | 33.83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,595 | 0.00 | 251 | 5.93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36,419 | 44.47 | 1,384 | 53.44 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 54,470 | 0.00 | 2,070 | 6.10 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 31,406 | 0.00 | 1,194 | 6.14 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 13,922 | -4.86 | 534 | 1.72 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 512,215 | 3,816.62 | 19,469 | 4,060.04 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 14,450 | 0.00 | 549 | 6.19 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,200 | 46 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13,548 | 0.00 | 515 | 5.98 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,535 | 5.71 | 324 | 12.11 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16,258 | 11.39 | 618 | 18.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49,224 | 0.00 | 1,871 | 6.13 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18,930 | 10.51 | 720 | 17.29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,056 | 1.25 | 154 | 7.69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106,785 | -11.38 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 37,785 | 0.00 | 1,436 | 6.13 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7,383 | -86.00 | 281 | -85.17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,435 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 989,111 | -2.11 | 37,596 | 3.88 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39,340 | -0.00 | 1,495 | 6.10 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35,937 | 2.57 | 1,366 | 8.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 218,876 | 1.86 | 8,319 | 8.08 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 49,945 | 0.00 | 1,898 | 6.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 222,140 | 4.23 | 8,444 | 10.60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 331,289 | -0.88 | 12,592 | 5.18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,736 | 12.74 | 332 | 19.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 33,135 | -4.85 | 1,259 | 0.96 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,921 | -3.58 | 268 | 4.71 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3,657 | 0.00 | 139 | 6.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,711 | 0.00 | 141 | 7.63 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,881 | 718 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72,853 | 166.27 | 2,769 | 182.55 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 38,991 | -15.60 | 1,482 | -10.40 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,097 | 12.77 | 308 | 19.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 53,235 | 42.16 | 2,023 | 50.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,498 | -16.69 | 57 | -12.50 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 28,822 | -0.29 | 1,096 | 5.80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,047 | 60.94 | 296 | 65.36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 78,344 | -4.77 | 2,978 | 1.05 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 53,542 | 106.94 | 2,035 | 119.76 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10,153 | 386 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 541 | 0.00 | 21 | 5.26 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9,106 | 29.51 | 346 | 42.56 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18,910 | 719 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11,352 | -0.86 | 407 | -0.98 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 47,019 | -7.57 | 1,787 | -1.92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 26,327 | 943 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,477 | -94.69 | 208 | -94.37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,987 | 9.72 | 760 | 16.41 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,000 | 0.00 | 76 | 7.04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8,564 | 0.00 | 326 | 6.21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,272 | 2,427.81 | 162 | 2,600.00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 69,594 | -1.16 | 2,645 | 4.88 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 10,194 | -35.13 | 387 | -31.14 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340,090 | 3.31 | 12,927 | 9.63 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 12,055 | 0.00 | 458 | 6.26 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 99,861 | -5.37 | 3,842 | 1.53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 52,435 | -3.22 | 1,993 | 2.73 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 34,596 | 0.00 | 1,315 | 6.05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,622 | -69.59 | 252 | -67.82 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 676 | 0.00 | 26 | 4.17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,800 | -1.21 | 372 | 4.79 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 30,835 | 64.46 | 1,172 | 74.66 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 316 | 0.00 | 12 | 9.09 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 73,300 | 0.89 | 2,786 | 7.07 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7,000 | 0.00 | 266 | 6.40 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,674,042 | -1.12 | 139,650 | 4.93 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,190 | 0.00 | 273 | 6.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,340 | 38.35 | 165 | 46.43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36,766 | 0.00 | 1,397 | 6.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54,956 | 2.70 | 2,089 | 8.98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70,727 | -4.90 | 2,688 | 0.90 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,250 | 48 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66,805 | 1.17 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 28,712 | 40.88 | 1,091 | 45.66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,438 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 60,971 | 0.00 | 2,351 | 7.70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39,018 | -0.13 | 1,483 | 6.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7,141 | 271 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,785 | -49.34 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,219 | -3.12 | 471 | 4.20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 26,640 | 23.11 | 1,013 | 30.58 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 148,327 | -3.57 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 45,219 | -4.84 | 1,759 | 3.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176,465 | 13.06 | 6,707 | 19.98 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14,171 | -3.44 | 539 | 2.48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,992 | -1.67 | 722 | 4.34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 176,060 | 7.10 | 6,692 | 13.65 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 16,644 | 0.00 | 633 | 6.04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,074 | -12.54 | 41 | -6.98 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 8,004 | 0.00 | 304 | 6.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 252,398 | 0.81 | 9,594 | 6.98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,338 | 203 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12,924 | 0.00 | 491 | 6.28 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 38,973 | -29.41 | 1,481 | -25.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,842 | 25.46 | 412 | 33.33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,574 | 60 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 79,532 | -3.39 | 3,023 | 2.54 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 19,693 | 0.00 | 749 | 6.10 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23,006 | 0.00 | 824 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | -92.81 | 18 | -92.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 124,769 | 352.78 | 4,742 | 378.51 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,621 | 62 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 41,849 | -1.20 | 1,591 | 4.81 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,481 | -1.12 | 284 | 4.80 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 55,663 | 0.00 | 2,116 | 6.12 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11,365 | 432 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24,037 | -1.42 | 914 | 4.58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 37,400 | -27.24 | 1,422 | -22.81 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 14,375 | 0.00 | 546 | 6.23 | ||||
| 2025-08-13 | 13F | RK Capital Management, LLC/FL | 324,093 | 0.00 | 12,319 | 6.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,513 | 1.07 | 476 | 7.22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,136 | 77.35 | 195 | 83.96 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 103,870 | 0.10 | 3,948 | 6.21 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,994 | 0 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,917 | 0.00 | 339 | 5.96 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,585 | 0.00 | 554 | 6.13 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 229,649 | 0.52 | 8,729 | 6.66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,155,859 | 59.92 | 43,934 | 69.70 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11,130 | -6.86 | 0 | |||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 124,345 | 203.28 | 4,726 | 221.93 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 28,800 | 0.00 | 1,095 | 6.11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176,143 | -8.19 | 6,695 | -2.58 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 |
