Mga Batayang Estadistika
| Pemilik Institusional | 195 total, 195 long only, 0 short only, 0 long/short - change of 1.04% MRQ |
| Alokasi Portofolio Rata-rata | 0.2182 % - change of -12.28% MRQ |
| Saham Institusional (Jangka Panjang) | 14,670,597 (ex 13D/G) - change of -0.48MM shares -3.14% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 498,234 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (US:PSEP) memiliki 195 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 14,670,597 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, Stuart Chaussee & Associates, Inc., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Cresset Asset Management, LLC, LPL Financial LLC, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP) 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 42.34 / share. Previously, on September 6, 2024, the share price was 37.22 / share. This represents an increase of 13.76% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,377 | 343 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8,550 | 0.00 | 352 | 7.32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33,417 | -16.85 | 1,368 | -11.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,942 | 0.00 | 243 | 6.14 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 18,234 | 0.00 | 746 | 6.43 | ||||
| 2025-07-07 | 13F | Trust Co | 382 | 0.00 | 16 | 7.14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 566 | 0.00 | 23 | 9.52 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5,580 | 0.00 | 228 | 6.54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,645 | -27.02 | 1,417 | -22.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,717 | -1.72 | 70 | 4.48 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8,826 | -28.69 | 361 | -24.21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13,476 | -7.94 | 551 | -1.96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20,375 | 0.00 | 833 | 6.52 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,008 | 0.00 | 164 | 6.54 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,031 | 0.00 | 369 | 6.96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 33,732 | -4.68 | 1,385 | 5.32 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 7,000 | 0.00 | 286 | 6.72 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 13,810 | -1.31 | 565 | 5.03 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,468 | 0.00 | 364 | -1.89 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6,203 | 0.00 | 254 | 6.30 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,875 | 0.00 | 240 | 6.67 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10,814 | -21.72 | 442 | -16.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33,000 | 0.00 | 1,349 | 6.47 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,173 | -0.63 | 130 | 5.74 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 5,642 | 0.00 | 231 | 6.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 38,787 | -44.17 | 1,586 | -40.55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,800 | -4.17 | 319 | 1.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49,467 | 0.15 | 2,023 | 6.59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,405 | 3.18 | 1,652 | 9.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52,033 | -4.02 | 2,128 | 2.16 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 42,388 | -36.20 | 1,733 | -32.07 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75,052 | 0.00 | 3,069 | 6.45 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 48,507 | 0.00 | 1,983 | 6.44 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 44,895 | -2.72 | 1,836 | 3.56 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 79,483 | -1.67 | 3,250 | 4.70 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 48,335 | -2.69 | 1,976 | 3.62 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,008 | 0.00 | 41 | 7.89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,030 | 0.00 | 247 | 6.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,433,715 | 15.78 | 59 | 23.40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,580 | 2.40 | 719 | 8.95 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 6,890 | 0.00 | 282 | 6.44 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,150 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 47,531 | -20.17 | 1,944 | -15.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6,060 | -0.05 | 248 | 6.47 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40,539 | 3.86 | 1,658 | 10.54 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,035 | 0.00 | 369 | 6.34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 600,138 | -8.50 | 25 | -4.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,110 | -23.44 | 495 | -18.45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205,041 | 0.10 | 8,384 | 6.56 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 23,305 | -0.27 | 953 | 6.13 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,968 | 0.00 | 121 | 6.14 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 72,858 | -9.33 | 2,979 | -3.47 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,252,721 | 12.40 | 47,979 | 8.41 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9,350 | -1.06 | 382 | 5.52 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 51,908 | 0.00 | 2,123 | 6.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 332,538 | -2.80 | 13,597 | 3.48 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6,137 | -3.31 | 251 | 2.88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,084 | -46.42 | 331 | -43.01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15,729 | -46.40 | 611 | -46.77 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,893 | 200 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8,825 | 0.00 | 361 | 6.51 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41,151 | -10.98 | 1,683 | -5.24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20,021 | -5.98 | 819 | 0.12 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 25,616 | -5.51 | 1,047 | 0.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,078 | 12.09 | 862 | 19.25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 646 | 0.00 | 26 | 8.33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2,505 | 0.00 | 102 | 6.25 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 121,577 | -9.93 | 4,971 | -4.11 | ||||
| 2025-07-17 | 13F | City Holding Co | 21,855 | -6.42 | 893 | -0.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,972 | -4.77 | 408 | 1.24 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 24,067 | 0.00 | 984 | 6.26 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,459 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,629 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12,954 | 0.00 | 530 | 6.44 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 160,502 | -0.01 | 6,563 | 6.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122,394 | 190.57 | 5 | 400.00 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 16,458 | -0.57 | 673 | 5.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 100,885 | -1.96 | 4,125 | 4.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90,849 | -8.13 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1,677 | 1.21 | 69 | 7.94 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 8,290 | 0.00 | 339 | 6.29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,776 | -2.80 | 809 | 3.46 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 43,335 | -0.91 | 1,772 | 5.48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,301 | 544 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116,978 | -27.95 | 4,811 | -22.85 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 34,931 | 0.00 | 1,428 | 6.49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,992 | 0.00 | 449 | 6.40 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23,951 | -6.28 | 979 | -0.20 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 45,689 | -0.48 | 1,868 | 5.96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 51,572 | -2.37 | 2,109 | 3.89 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,693 | -33.61 | 69 | -28.87 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6,333 | 0.00 | 259 | 6.17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31,677 | 1,295 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5,409 | -18.95 | 221 | -13.67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,600 | -6.17 | 311 | -0.32 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 15,260 | -0.16 | 624 | 6.13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 245 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 8,375 | 0.00 | 342 | 6.54 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5,085 | 208 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 5,615 | 0.00 | 230 | 6.51 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 6,296 | 0.00 | 257 | 6.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 338,746 | 6.17 | 13,851 | 13.02 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 16,000 | 0.00 | 654 | 6.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323,809 | 16.93 | 13,241 | 24.47 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25,288 | 0.00 | 1,034 | 6.49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26,030 | -1.14 | 1,064 | 5.24 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 305,087 | -3.09 | 12,475 | 3.18 | ||||
| 2025-05-15 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 49,700 | -0.23 | 2,032 | 6.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,527 | 1.20 | 512 | 8.94 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,458 | 509 | ||||||
| 2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 69,660 | -2.33 | 2,848 | 3.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,984 | -38.93 | 3,720 | -34.99 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 26,330 | -1.25 | 1,077 | 5.08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86,635 | 73.57 | 3,543 | 84.77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,849 | -2.45 | 321 | 3.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 61,198 | -23.57 | 2,502 | -18.63 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,990 | 0.00 | 81 | 6.58 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 95,803 | -0.84 | 3,917 | 5.58 | ||||
| 2025-04-21 | 13F | LifeWealth Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3,106 | 25.85 | 127 | 35.11 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 13,888 | -10.13 | 568 | -4.38 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 400 | 0.00 | 16 | 6.67 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,817 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 95,286 | -4.78 | 3,896 | 1.38 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 57,317 | -0.31 | 2,344 | 6.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,453 | 0.00 | 223 | 6.22 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 14,352 | 0.00 | 587 | 6.35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240,622 | 0.77 | 9,839 | 7.28 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,357 | 0.00 | 222 | 7.80 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,947 | 0.00 | 161 | 6.62 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,612 | -35.82 | 434 | -31.81 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11,205 | 0.00 | 458 | 6.51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,640 | 9.04 | 1,048 | 16.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,461 | -23.10 | 837 | -18.20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,786 | -57.76 | 359 | -53.92 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,500 | 0.00 | 61 | 7.02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14,670 | 0.00 | 600 | 6.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 342,637 | -0.71 | 14,010 | 5.70 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7,397 | 0.00 | 302 | 6.34 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 7,487 | -65.67 | 306 | -63.44 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 49,891 | -0.45 | 2,040 | 6.03 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,304,961 | -2.64 | 135,140 | 3.64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179,868 | 6.09 | 7,355 | 12.95 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,734 | 7.29 | 398 | 14.37 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 8,088 | -3.98 | 331 | 0.30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32,798 | -1.10 | 1,341 | 5.34 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,928 | 168.85 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,096 | -65.95 | 372 | -63.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 252,392 | -51.47 | 10,320 | -48.34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12,022 | -3.41 | 492 | 2.72 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,690 | -24.53 | 314 | -19.69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 28,105 | -0.12 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22,710 | 0.00 | 929 | 6.42 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14,128 | 0.00 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,077 | 0.00 | 371 | 6.61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 52,920 | 291.13 | 2,164 | 316.76 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162,016 | 2.88 | 6,625 | 9.52 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2,774 | 0.00 | 113 | 6.60 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,733 | -17.49 | 529 | -11.41 | ||||
| 2025-04-29 | 13F | SMART Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,866 | 15.16 | 151 | 17.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,920 | -73.53 | 447 | -71.84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,844 | 189.15 | 1,261 | 208.31 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7,761 | 0.00 | 317 | 6.38 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6,680 | -26.59 | 276 | -21.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56,558 | -0.87 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 33,480 | -0.39 | 1,369 | 6.05 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 50,498 | -10.67 | 2,065 | -4.93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54,620 | 5.05 | 2,233 | 11.82 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,324 | 0.00 | 545 | 6.46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19,312 | -6.83 | 790 | -0.88 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,955 | 0.00 | 203 | 6.32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,253 | 0.00 | 215 | 6.47 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,283 | -3.86 | 257 | 0.39 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 67,432 | -11.35 | 2,757 | -5.61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,872 | -2.42 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 614,899 | -9.22 | 25,143 | -3.36 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 8,099 | -11.62 | 331 | -5.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,686 | -0.43 | 1,400 | 7.70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,435 | 0.00 | 1,449 | 6.39 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,850 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,700 | 0.00 | 233 | 6.88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,392 | 0.00 | 384 | 6.67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,743 | 0.00 | 71 | 7.58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,876 | 0.00 | 1,099 | 6.19 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,399 | -72.83 | 1,161 | -71.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 561,087 | -0.06 | 22,943 | 6.39 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,003 | -10.13 | 409 | -4.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,630 | -60.62 | 67 | -58.23 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 15,186 | -7.35 | 621 | -1.43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 | -37.10 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,479 | 9.54 | 469 | 16.67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 |
