RDVI - First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (BATS)

First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
US ˙ BATS

Mga Batayang Estadistika
Pemilik Institusional 245 total, 245 long only, 0 short only, 0 long/short - change of 5.60% MRQ
Alokasi Portofolio Rata-rata 0.3939 % - change of 16.24% MRQ
Saham Institusional (Jangka Panjang) 48,421,321 (ex 13D/G) - change of 5.13MM shares 11.85% MRQ
Nilai Institusional (Jangka Panjang) $ 1,108,216 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (US:RDVI) memiliki 245 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 48,421,321 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Stifel Financial Corp, Royal Bank Of Canada, Commonwealth Equity Services, Llc, Cetera Investment Advisers, Advisor Group Holdings, Inc., Spectrum Wealth Counsel, LLC, and Baird Financial Group, Inc. .

Struktur kepemilikan institusional First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI) 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 25.55 / share. Previously, on September 6, 2024, the share price was 23.52 / share. This represents an increase of 8.63% over that period.

RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF Institutional Ownership
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.

RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-07-28 13G/A FIRST TRUST PORTFOLIOS LP 11,406,060 14,677,593 28.68 17.82 -13.91
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
(%)
2025-08-11 13F Rothschild Investment Llc 4,675 0.00 116 4.55
2025-07-01 13F Park National Corp /oh/ 718,063 2.55 17,743 6.83
2025-08-14 13F Comerica Bank 9,611 106.02 237 115.45
2025-07-25 13F Cwm, Llc 64,942 4.53 2 0.00
2025-08-12 13F Integrated Advisors Network LLC 26,019 643
2025-08-06 13F Wedbush Securities Inc 75,372 9.12 2 0.00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 45,305 62.37 1,075 58.88
2025-07-11 13F Farther Finance Advisors, LLC 35,264 197.36 871 208.87
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 34,979 36.69 864 42.34
2025-08-12 13F Cornerstone Wealth Management, LLC 8,933 221
2025-08-11 13F Principal Securities, Inc. 305,342 5,571.29 7,545 5,703.85
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-07-24 13F Endeavor Private Wealth, Inc. 12,995 321
2025-07-16 13F Beaumont Financial Advisors, LLC 508,460 12,564
2025-07-23 13F Steel Peak Wealth Management LLC 33,129 -26.79 819 -23.77
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 43,270 4.59 1,069 8.97
2025-07-08 13F Zrc Wealth Management, Llc 2,053 0.00 51 4.17
2025-07-29 13F Kraft, Davis & Associates, LLC 8,361 209
2025-07-23 13F RiverTree Advisors, LLC 106,154 2,623
2025-08-11 13F Semus Wealth Partners LLC 119,335 3.45 2,949 7.75
2025-07-09 13F Triumph Capital Management 66,303 1,638
2025-08-08 13F Larson Financial Group LLC 1,843 1.10 46 4.65
2025-08-13 13F Truvestments Capital Llc 69,388 -14.86 1,715 -11.33
2025-08-29 13F Centaurus Financial, Inc. 35,003 25.92 1
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 29,521 -0.15 729 3.99
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-14 13F Harvest Investment Services, LLC 50,633 -22.18 1,251 -18.92
2025-07-10 13F Marshall Financial Group LLC 44,426 18.32 1,104 24.04
2025-07-25 13F Prostatis Group LLC 161,224 11.27 3,984 15.89
2025-05-15 13F Talon Private Wealth, LLC 0 -100.00 0 -100.00
2025-08-06 13F Centerpoint Advisory Group 26,685 659
2025-07-30 13F/A KPP Advisory Services LLC 88,130 2.07 2,178 6.30
2025-07-10 13F Secure Asset Management, LLC 0 -100.00 0
2025-07-28 13F RFG Advisory, LLC 134,626 46.37 3,327 52.50
2025-08-11 13F Tidemark, LLC 34,275 72.91 847 80.00
2025-08-08 13F/A Prospect Financial Services LLC 8,578 212
2025-08-11 13F Plotkin Financial Advisors, LLC 33,857 13.77 837 18.58
2025-07-29 13F Balboa Wealth Partners 81,588 59.20 2,016 65.93
2025-08-13 13F VestGen Advisors, LLC 534,906 9.70 13,218 14.28
2025-08-14 13F CoreCap Advisors, LLC 37,621 32.40 930 37.83
2025-05-07 13F Inspire Advisors, LLC 0 -100.00 0
2025-07-25 13F We Are One Seven, LLC 22,160 0.14 548 4.39
2025-07-16 13F Novem Group 18,302 -15.60 452 -12.06
2025-07-30 13F Brookstone Capital Management 62,875 44.37 1,554 50.34
2025-08-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2025-05-13 13F BlackDiamond Wealth Management Inc. 0 -100.00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 148,096 7.57 3,659 12.07
2025-07-22 13F Luken Investment Analytics, LLC 476,310 -28.76 11,770 -25.79
2025-08-14 13F Fwl Investment Management, Llc 0 -100.00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,206,446 2.94 29,812 7.24
2025-08-12 13F LPL Financial LLC 7,805,040 13.29 192,863 18.02
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2025-08-04 13F Arkadios Wealth Advisors 45,444 16.39 1,123 21.17
2025-08-14 13F Ambassador Advisors, LLC 17,859 3.33 441 7.82
2025-08-08 13F Foundations Investment Advisors, LLC 17,081 -72.67 422 -71.52
2025-08-12 13F Proequities, Inc. 0 0
2025-04-10 13F Key Client Fiduciary Advisors, LLC 0 -100.00 0
2025-08-05 13F Atlas Wealth LLC 113,306 0.66 2,827 5.88
2025-08-12 13F Insigneo Advisory Services, Llc 26,716 21.35 660 26.44
2025-08-01 13F Belvedere Trading LLC Call 10,100 250
2025-08-07 13F Kestra Private Wealth Services, Llc 65,376 12.96 1,615 17.71
2025-07-17 13F Janney Montgomery Scott LLC 575,752 14.30 14 27.27
2025-07-22 13F Wealthcare Advisory Partners LLC 20,782 514
2025-08-14 13F Herold Advisors, Inc. 31,958 -38.95 790 -36.42
2025-08-15 13F Morgan Stanley 12,692 0.87 314 5.03
2025-08-04 13F Daymark Wealth Partners, Llc 22,340 149.66 552 160.38
2025-08-06 13F Commonwealth Equity Services, Llc 1,826,770 7.46 45 12.50
2025-08-12 13F Calton & Associates, Inc. 38,662 63.59 955 70.54
2025-07-31 13F Oppenheimer & Co Inc 92,544 167.72 2,287 179.12
2025-08-14 13F Great Valley Advisor Group, Inc. 18,138 15.36 448 20.16
2025-08-15 13F Kestra Advisory Services, LLC 645,042 37.36 15,939 43.08
2025-04-25 13F Smallwood Wealth Investment Management, LLC 2,000 47
2025-08-11 13F Western Wealth Management, LLC 44,873 0.37 1,109 4.53
2025-08-13 13F Virtue Capital Management, LLC 0 -100.00 0
2025-08-01 13F Envestnet Asset Management Inc 613,236 -62.97 15,153 -61.43
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 15,952 0.00 394 4.23
2025-07-30 13F Rehmann Capital Advisory Group 97,702 11.11 2,414 15.78
2025-07-30 13F TFB Advisors LLC 10,732 265
2025-08-08 13F/A Ignite Planners, LLC 10,169 10.99 252 20.00
2025-08-18 13F Arq Wealth Advisors, Llc 109,947 0.00 2,608 0.00
2025-08-14 13F Sequent Planning LLC 57,286 5.88 1,416 10.29
2025-07-30 13F Insight Advisors, LLC/ PA 44,394 2.67 1,097 6.93
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,263 204
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-21 13F Ameritas Advisory Services, LLC 56,365 -8.17 1,393 -5.05
2025-07-10 13F Kozak & Associates, Inc. 846 2.17 21 16.67
2025-08-12 13F Steward Partners Investment Advisory, Llc 105,675 23.14 2,611 28.30
2025-08-14 13F Stifel Financial Corp 2,142,991 45.52 52,953 51.59
2025-08-07 13F Argent Advisors, Inc. 386,701 -2.84 9,555 1.22
2025-05-07 13F Spectrum Wealth Counsel, LLC 1,061,445 1.05 25,177 -1.12
2025-08-14 13F Fmr Llc 0 -100.00 0
2025-07-16 13F ORG Partners LLC 5,000 -37.50 125 -34.74
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-08-06 13F AE Wealth Management LLC 19,853 32.96 491 38.42
2025-07-25 13F Second Half Financial Partners, LLC 634,190 2.22 15,671 6.48
2025-08-11 13F Regal Investment Advisors LLC 29,767 736
2025-08-14 13F Integrated Wealth Concepts LLC 315,465 -1.26 7,795 2.86
2025-08-13 13F Smith, Moore & Co. 14,209 -0.41 351 3.85
2025-07-23 13F Clear Creek Financial Management, LLC 10,530 22.16 260 27.45
2025-08-12 13F Resolute Wealth Strategies, LLC 49,043 11.62 1,212 16.22
2025-07-18 13F Midwest Financial Group LLC 108,595 -53.09 2,683 -51.14
2025-08-19 13F Newbridge Financial Services Group, Inc. 43,266 1,069
2025-08-14 13F Old Mission Capital Llc 31,007 766
2025-08-11 13F Mach-1 Financial Group, Inc. 8,793 217
2025-08-05 13F Milestone Asset Management, Llc 40,171 47.52 993 53.80
2025-07-24 13F Aurora Private Wealth, Inc. 74,971 143.01 2
2025-08-14 13F Harwood Advisory Group, LLC 14,823 36.40 366 39.16
2025-07-31 13F Whipplewood Advisors, LLC 128,883 2,526.51 3,185 10.71
2025-07-17 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-08-06 13F Legacy Investment Solutions, LLC 27,523 65.67 680 62.29
2025-08-25 NP FTBI - First Trust Balanced Income ETF 8,319 206
2025-08-01 13F Delta Investment Management, LLC 79,777 10.97 1,971 15.60
2025-08-14 13F Snowden Capital Advisors LLC 134,011 2.48 3,311 6.77
2025-04-23 13F Golden State Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 163,639 591.57 4,044 620.68
2025-08-04 13F L.m. Kohn & Company 13,520 334
2025-08-14 13F IHT Wealth Management, LLC 75,319 115.13 1,861 124.22
2025-08-01 13F Chilton Capital Management Llc 27,862 1.76 688 6.01
2025-08-01 13F Ashton Thomas Private Wealth, LLC 49,028 0.36 1,211 4.58
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 144,676 18.56 3,575 23.50
2025-08-13 13F Cresset Asset Management, LLC 9,198 227
2025-07-30 13F Prosperity Financial Group, Inc. 140,889 8.27 3,481 12.80
2025-08-12 13F Jpmorgan Chase & Co 382 -88.31 9 -88.31
2025-08-14 13F GWM Advisors LLC 167,898 -19.45 4,149 -16.10
2025-07-22 13F Echo Wealth Management, LLC 334,806 -0.20 8,273 3.97
2025-07-22 13F Global Assets Advisory, LLC 34,775 -67.76 868 -64.22
2025-07-30 13F Retirement Planning Group 53,867 21.96 1,331 27.13
2025-08-05 13F GPS Wealth Strategies Group, LLC 58,683 16.42 1,450 21.34
2025-08-08 13F Financial Gravity Companies, Inc. 0 -100.00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 564,607 3,213.42 13,951 3,353.22
2025-08-07 13F Allworth Financial LP 1,617 40
2025-08-04 13F Hantz Financial Services, Inc. 163 0.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 28 -85.34 1 -100.00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 2,874 60.38 0
2025-08-05 13F Sigma Planning Corp 33,504 -50.66 828 -48.63
2025-08-08 13F Cooper Capital Advisors LLC 291,424 7,201
2025-08-14 13F Sunbelt Securities, Inc. 17,037 -1.89 413 0.24
2025-08-18 13F Tyler-Stone Wealth Management 29,601 8.78 731 13.33
2025-05-12 13F Simplex Trading, Llc 0 -100.00 0
2025-07-24 13F SLT Holdings LLC 0 -100.00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-08-13 13F WCG Wealth Advisors LLC 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 1,053 0.00 26 8.33
2025-07-22 13F Accel Wealth Management 12,352 4.58 305 8.93
2025-07-09 13F Tounjian Advisory Partners, Llc 11,665 0.00 277 0.00
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-04 13F Northwest Financial Advisors 8,516 210
2025-08-14 13F Wells Fargo & Company/mn 2,371,052 13.50 58,589 18.24
2025-08-12 13F SRS Capital Advisors, Inc. 685,753 30.68 16,945 36.13
2025-07-25 13F Apollon Wealth Management, LLC 15,244 0.00 377 4.16
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2025-07-14 13F IronOak Wealth LLC. 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 2,589,340 18.69 63,983 23.64
2025-07-24 13F WMG Financial Advisors, LLC 25,097 620
2025-08-08 13F Kingsview Wealth Management, LLC 189,271 13.40 4,677 18.11
2025-08-04 13F Atria Investments Llc 13,997 -9.81 346 -6.25
2025-08-14 13F Susquehanna International Group, Llp 121,952 107.82 3,013 116.61
2025-04-30 13F POM Investment Strategies, LLC 0 -100.00 0
2025-07-30 13F D.a. Davidson & Co. 98,553 7.73 2,435 12.26
2025-08-08 13F Cetera Investment Advisers 1,521,561 11.69 37,598 16.35
2025-07-17 13F Wagner Wealth Management, Llc 1,745 1.99 43 7.50
2025-07-29 13F International Assets Investment Management, Llc 52,300 20.65 1,292 25.68
2025-08-26 13F/A Thrivent Financial For Lutherans 35,109 4.17 1
2025-07-17 13F G&S Capital LLC 132,218 1.17 3,267 5.42
2025-08-14 13F/A Rockefeller Capital Management L.P. 147,119 14.30 3,635 19.06
2025-08-14 13F Mariner, LLC 310,752 27.78 7,679 33.11
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 26,522 -86.85 655 -86.18
2025-07-21 13F Barrett & Company, Inc. 4,875 120
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 9,674 -0.30 239 3.91
2025-08-14 13F Synovus Financial Corp 64,967 443.43 1,605 467.14
2025-07-08 13F Nbc Securities, Inc. 10,874 0.74 0
2025-07-16 13F Maridea Wealth Management LLC 89,941 2,222
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 687,426 2.36 17 6.67
2025-08-13 13F Level Four Advisory Services, Llc 14,186 11.00 351 15.51
2025-07-23 13F REAP Financial Group, LLC 0 -100.00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 58,620 3.65 1,448 7.98
2025-07-24 13F IFP Advisors, Inc 74,071 -7.18 1,830 -3.28
2025-08-06 13F Prospera Financial Services Inc 683,304 17.67 16,890 22.58
2025-08-12 13F Gladstone Institutional Advisory LLC 13,785 -18.33 341 -15.00
2025-07-24 13F Ronald Blue Trust, Inc. 500 -77.92 12 -78.18
2025-08-06 13F Moors & Cabot, Inc. 17,782 2.27 439 6.55
2025-08-19 13F Advisory Services Network, LLC 16,209 31.78 401 37.46
2025-07-30 13F BlueChip Wealth Advisors LLC 19,324 0.00 477 4.15
2025-07-29 13F Private Trust Co Na 24,036 -3.03 594 1.02
2025-07-16 13F Formidable Asset Management, LLC 9,475 0.00 225 0.00
2025-08-14 13F Acorn Wealth Advisors, LLC 15,174 0.46 375 4.47
2025-07-28 13F Harbour Investments, Inc. 564,819 10.32 13,957 14.92
2025-08-04 13F Spire Wealth Management 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 82,162 3.60 2,030 7.92
2025-08-12 13F NWF Advisory Services Inc. 0 -100.00 0
2025-08-14 13F Benjamin Edwards Inc 9,620 238
2025-08-12 13F Change Path, LLC 37,076 -24.08 916 -20.90
2025-08-08 13F Avantax Advisory Services, Inc. 179,318 -1.36 4,431 2.74
2025-08-19 13F National Asset Management, Inc. 13,986 -95.77 346 -95.69
2025-08-04 13F IFG Advisory, LLC 17,146 424
2025-08-11 13F Aptus Capital Advisors, LLC 7,000 0.00 173 3.61
2025-08-13 13F StoneX Group Inc. 93,331 3.61 2,306 7.96
2025-07-18 13F Truist Financial Corp 187,433 -85.94 4,631 -85.36
2025-08-04 13F Creekmur Asset Management LLC 1,916 2.13 47 6.82
2025-08-13 13F Capital Analysts, Inc. 87,484 -0.61 2 0.00
2025-08-06 13F Walkner Condon Financial Advisors LLC 9,750 -26.69 241 -23.81
2025-04-21 13F MN Wealth Advisors, LLC 0 -100.00 0
2025-08-15 13F First Heartland Consultants, Inc. 16,744 -5.93 414 -2.13
2025-07-08 13F Next Level Private LLC 25,106 -9.84 620 -6.06
2025-08-05 13F Lifeworks Advisors, LLC 55,852 -4.20 1,380 -0.14
2025-07-02 13F HBW Advisory Services LLC 12,012 0.00 297 4.23
2025-07-15 13F Clarus Group, Inc. 433,007 10,700
2025-07-28 13F BRYN MAWR TRUST Co 12,962 31.02 320 36.75
2025-07-30 13F Avidian Wealth Solutions, LLC 32,757 -7.83 809 -3.92
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 318,232 8.16 7,864 12.68
2025-08-11 13F Core Wealth Partners LLC 25,258 74.97 624 82.46
2025-08-14 13F Mml Investors Services, Llc 37,782 -23.32 1 -100.00
2025-08-06 13F Stonebridge Financial Planning Group, LLC 68,696 8.28 1,697 12.83
2025-08-18 13F N.E.W. Advisory Services LLC 0 -100.00 0
2025-07-09 13F Beacon Financial Group 54,880 -0.23 1,356 3.99
2025-08-11 13F Private Advisor Group, LLC 142,300 -9.01 3,516 -5.20
2025-05-14 13F Triad Wealth Partners, LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 20,200 499
2025-07-30 13F IMG Wealth Management, Inc. 2,253 31.37 56 37.50
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-07-23 13F Tcfg Wealth Management, Llc 16,729 0.00 413 4.29
2025-04-30 13F Sofos Investments, Inc. 0 -100.00 0
2025-07-23 13F Trueblood Wealth Management, LLC 130,488 5.60 3,224 10.03
2025-08-14 13F Main Street Financial Solutions, LLC 20,286 0.21 501 4.38
2025-07-21 13F Ashton Thomas Securities, Llc 12,225 32.52 302 38.53
2025-07-03 13F TrueWealth Advisors, LLC 37,736 2.04 932 6.27
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 16,495 -0.15 408 4.09
2025-08-12 13F J.w. Cole Advisors, Inc. 118,014 34.04 2,916 39.66
2025-07-29 13F Stephens Inc /ar/ 98,235 4.96 2,427 9.32
2025-05-12 13F Sandy Spring Bank 56,350 0.62 1,337 -1.55
2025-07-11 13F Quad-Cities Investment Group, LLC 54,793 7.66 1,354 12.10
2025-07-17 13F Greenleaf Trust 0 -100.00 0
2025-08-13 13F First Trust Advisors Lp 27,782 686
2025-08-14 13F Colony Group, LLC 857,825 21,197
2025-08-13 13F Gateway Wealth Partners, LLC 166,853 2.72 4,123 7.01
2025-08-14 13F Royal Bank Of Canada 1,849,080 10.54 45,691 15.15
2025-08-13 13F Baird Financial Group, Inc. 1,020,175 10.32 25,209 14.93
2025-07-16 13F Owen LaRue, LLC 62,136 -34.78 1,535 -32.05
2025-08-04 13F Pinnacle Associates Ltd 772,479 5.57 19,088 9.97
2025-08-14 13F Warren Averett Asset Management, LLC 22,251 1.35 550 5.58
2025-08-13 13F EverSource Wealth Advisors, LLC 33,125 14.31 819 19.07
2025-08-15 13F Asset Allocation Strategies LLC 26,251 649
2025-08-14 13F EP Wealth Advisors, Inc. 9,650 238
2025-08-04 13F Econ Financial Services Corp 62,530 -6.04 1,545 -2.09
2025-07-08 13F Adamsbrown Wealth Consultants Llc 541,004 15.37 13,368 20.18
2025-08-18 13F Geneos Wealth Management Inc. 3,044 18.81 75 25.00
2025-08-13 13F Transce3nd, LLC 0 -100.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 8,482 -15.70 210 -12.18
2025-08-14 13F Ausdal Financial Partners, Inc. 64,656 1.75 1,598 5.97
2025-08-01 13F Brookwood Investment Group LLC 8,813 0.40 218 4.33
2025-08-13 13F Raab & Moskowitz Asset Management LLC 20,500 0.00 507 4.12
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 7,000 0.00 173 3.61
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 591,620 6.81 14,814 12.76
2025-08-14 13F Atomi Financial Group, Inc. 43,266 -3.79 1,069 0.28
2025-07-18 13F QTR Family Wealth, LLC 24,418 4.97 603 9.44
2025-07-22 13F Hickory Asset Management, Inc. 9,769 -4.61 241 -0.41
2025-05-14 13F Summit Financial Wealth Advisors, LLC 347,949 9.61 8,253 2.85
2025-07-11 13F Seacrest Wealth Management, Llc 0 -100.00 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 27,523 33.41 680 39.06
2025-08-06 13F TKG Advisors, LLC 19,579 10.71 484 15.27
2025-07-25 13F Total Clarity Wealth Management, Inc. 16,305 0.00 403 1.77
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-06 13F Atlantic Union Bankshares Corp 56,223 1,389
2025-08-12 13F Global Retirement Partners, LLC 328 8
2025-08-27 13F/A Brinker Capital Investments, LLC 55,708 22.96 1,377 28.12
2025-07-25 13F Concurrent Investment Advisors, LLC 228,560 19.19 5,648 24.16
2025-08-08 13F Creative Planning 55,758 0.00 1,378 4.16
2025-08-14 13F Visionary Wealth Advisors 8,480 210
2025-08-05 13F Atlas Private Wealth Advisors 903,006 69.69 22,313 76.78
2025-08-15 13F Equitable Holdings, Inc. 56,320 26.49 1,392 31.72
2025-08-14 13F Garden State Investment Advisory Services LLC 30,511 -5.33 754 -1.44
2025-08-14 13F Bank Of America Corp /de/ 32,293 -1.88 798 2.18
2025-08-20 13F/A Coppell Advisory Solutions LLC 135,223 628.45 3,325 684.20
2025-07-11 13F SILVER OAK SECURITIES, Inc 344,821 30.77 8,521 37.51
2025-07-15 13F BKA Wealth Consulting, Inc. 65,345 17.44 1,615 22.37
2025-07-16 13F Independent Wealth Network Inc. 17,254 2.01 426 6.23
2025-08-08 13F SBI Securities Co., Ltd. 1,457 -17.03 36 -12.20
2025-08-11 13F HighTower Advisors, LLC 282,398 0.77 6,978 4.98
2025-08-14 13F Jane Street Group, Llc 17,163 -84.51 424 -83.87
2025-08-08 13F MTM Investment Management, LLC 49,662 0.00 1,227 3.90
2025-07-22 13F Ergawealth Advisors, Inc. 191,905 -25.00 4,742 -21.88
2025-05-14 13F Luminist Capital LLC 0 -100.00 0
2025-08-08 13F Good Life Advisors, LLC 296,484 11.70 7,326 16.36
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