Mga Batayang Estadistika
| Pemilik Institusional | 235 total, 233 long only, 0 short only, 2 long/short - change of 21.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.2755 % - change of -1.13% MRQ |
| Saham Institusional (Jangka Panjang) | 11,782,405 (ex 13D/G) - change of 2.70MM shares 29.76% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 570,596 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
NEOS ETF Trust - NEOS S&P 500 High Income ETF (US:SPYI) memiliki 235 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 11,782,405 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Gradient Investments LLC, Stifel Financial Corp, UBS Group AG, Private Advisor Group, LLC, Second Half Financial Partners, LLC, Cascade Wealth Advisors, Inc, Mml Investors Services, Llc, Two Sigma Investments, Lp, and International Assets Investment Management, Llc .
Struktur kepemilikan institusional NEOS ETF Trust - NEOS S&P 500 High Income ETF (BATS:SPYI) 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 51.63 / share. Previously, on September 9, 2024, the share price was 49.66 / share. This represents an increase of 3.97% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | MCF Advisors LLC | 4,964 | 1.97 | 250 | 6.87 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8,681 | 82.14 | 437 | 91.23 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 24,805 | 11.32 | 1,248 | 16.96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,003 | -4.07 | 654 | 0.77 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 52,401 | 6.02 | 2,637 | 11.36 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 4,325 | 218 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90,042 | 6.55 | 4,531 | 11.96 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,800 | 91 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9,336 | 470 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,911 | -6.69 | 801 | -1.96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 71,825 | 63.80 | 3,614 | 72.18 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5,120 | 248 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,596 | 785 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 89,900 | 36.63 | 4,524 | 43.54 | |||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10,974 | 47.16 | 552 | 54.62 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 185 | 128.40 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8,740 | 440 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 16,918 | -39.42 | 851 | -36.35 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,787 | 392 | ||||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14,941 | 132.76 | 752 | 144.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 43,400 | 36.91 | 2,184 | 43.81 | |||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 26 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 84,600 | -5.74 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4,830 | 243 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 77,138 | 68.30 | 3,882 | 76.89 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 113,215 | 0.47 | 5,697 | 5.56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 567,247 | 3.90 | 28,544 | 9.17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,524 | 77 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10,258 | -34.59 | 516 | -31.29 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 10,101 | 508 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3,871 | 54.22 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 20,596 | 1,036 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 30 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 24,377 | 22.69 | 1,227 | 28.92 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 27,263 | 100.08 | 1,389 | 123.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 412 | 312.00 | 21 | 400.00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Robbins Farley Llc | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12,212 | 4.72 | 615 | 10.04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 60,639 | 7.98 | 3,051 | 13.46 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 164,380 | 5.87 | 8,272 | 11.24 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 19,289 | 71.06 | 971 | 79.63 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 45,002 | 45.29 | 2,265 | 52.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 39,217 | 8.30 | 2,003 | 17.89 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 79,321 | 3,991 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 103,203 | 172.15 | 5,193 | 185.96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 | 0 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4,101 | 4,613.79 | 206 | 5,050.00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 15,257 | 768 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 47,704 | -28.15 | 2,400 | -24.50 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4,202 | -57.29 | 211 | -55.20 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 6,378 | 321 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 249 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,518 | 227 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5,869 | -17.67 | 295 | -13.49 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 17,281 | 39.83 | 870 | 47.04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36,545 | 28.68 | 1,839 | 35.15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 19,990 | 1,006 | ||||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 33,988 | 25.26 | 1,710 | 31.64 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 300 | 15 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4,970 | 17.49 | 250 | 23.76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,858 | 9.72 | 647 | 15.33 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4,592 | 43.41 | 231 | 50.98 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 10,944 | 0.00 | 551 | 4.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,129 | 165.33 | 711 | 178.43 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 65,023 | 29.31 | 3,272 | 35.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,217 | 4.61 | 413 | 4.29 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 409,806 | 0.59 | 20,621 | 5.69 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 16,547 | -3.26 | 833 | 1.59 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 10,125 | 5.19 | 509 | 10.65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 42,648 | 291.30 | 2,146 | 311.90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,539 | 128 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 10,616 | 40.50 | 499 | 29.69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 650 | 0.00 | 33 | 3.23 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 50,376 | 39.55 | 2,535 | 46.64 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 5,774 | 291 | ||||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27,465 | 1,382 | ||||||
| 2025-04-28 | 13F | Defender Capital, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 147,662 | 41.33 | 7,430 | 48.51 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15,867 | 13.53 | 798 | 19.28 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,780 | 189.10 | 995 | 204.28 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 25,394 | 4.01 | 1,278 | 9.24 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,769 | 341 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163,595 | 163.08 | 8,233 | 176.46 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,700 | -24.00 | 287 | -20.33 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7,184 | 3.09 | 361 | 8.41 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 37,212 | 0.13 | 1,873 | 5.23 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1,086 | 0.00 | 55 | 3.85 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12,753 | 0.00 | 650 | 6.56 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,911 | -74.55 | 297 | -73.29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,428 | 474 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8,966 | 75.56 | 451 | 84.84 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 14,000 | 180.00 | 704 | 194.56 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 50,519 | 672.58 | 2,542 | 712.14 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 53,838 | 6.24 | 2,709 | 11.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 93,828 | 33.41 | 4,721 | 40.17 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4,146 | 209 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 116,020 | 59.18 | 5,838 | 67.28 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 75 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 47,252 | 787.03 | 2,378 | 832.16 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 5,325 | -8.74 | 268 | -3.61 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 11,282 | 568 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 9,220 | -6.35 | 464 | -1.70 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10,248 | 1.59 | 516 | 6.63 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1,062 | 53 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 24,157 | 56.20 | 1,216 | 64.19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 28,124 | 357.67 | 1,415 | 381.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 143,390 | 20.87 | 7,215 | 27.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,759 | 24.02 | 2,303 | 30.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2,136 | 0.00 | 110 | 6.86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32,238 | 3.21 | 1,622 | 8.49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41,105 | 17.74 | 2,068 | 23.76 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 12,675 | 9.37 | 638 | 14.98 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 9,799 | 493 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5,373 | -66.15 | 270 | -64.47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,505 | -64.21 | 126 | -62.39 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 29,367 | 14.24 | 1,478 | 19.98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,846 | -1.25 | 344 | 4.24 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,872 | 272.07 | 547 | 302.21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22,058 | 104.09 | 1,110 | 114.51 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 88,212 | 4,439 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 37,898 | -6.16 | 1,907 | -1.40 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,013 | 26.44 | 101 | 32.89 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 7,157 | 7.56 | 360 | 13.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 448,139 | 253.87 | 22,550 | 271.87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21,160 | 58.53 | 1,065 | 66.51 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 19,078 | 76.84 | 960 | 86.05 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6,798 | 342 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,971 | 11.84 | 980 | 22.35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 476 | -89.93 | 24 | -89.82 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 39,477 | 9.62 | 1,986 | 15.20 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 22,492 | 1,132 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 367,420 | 38.00 | 18,860 | 52.89 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,107 | 11.36 | 609 | 17.12 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 16,224 | 5.65 | 816 | 11.02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,647 | 53.08 | 284 | 61.36 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 29,175 | 2.46 | 1,468 | 7.70 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 8,651 | 435 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25,548 | 1,286 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,503 | -55.10 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 426,424 | 13.15 | 21,458 | 18.89 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 5,000 | 252 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 62,305 | 707.06 | 3,135 | 749.59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3,171 | 24.60 | 160 | 31.40 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 102 | 5 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 387 | 2.93 | 19 | 5.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 922 | -16.18 | 46 | -11.54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,739 | 10.33 | 339 | 16.10 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2,502 | 126 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 98,496 | 4,956 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10,626 | 535 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 21,900 | 52.08 | 1,100 | 60.58 | |||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 11,600 | 583 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35,714 | 110.37 | 2 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,668,983 | 1.63 | 83,983 | 6.79 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 22,005 | 0.00 | 1,107 | 5.13 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 250 | 0.00 | 13 | 9.09 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 133 | 7 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 20 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 85 | 0.00 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 63,960 | 12.09 | 3,218 | 17.79 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 5,016 | 255 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 339 | 17 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22,606 | -50.39 | 1,141 | -47.75 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 66 | 3 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 13,437 | 123.35 | 676 | 134.72 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 7,590 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 40,963 | -13.45 | 2,061 | -9.05 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 1 | 0.00 | 0 | |||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 13,163 | 662 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88,317 | 22.58 | 4,482 | 29.91 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 14,000 | 0.00 | 704 | 5.71 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 41,151 | 10.14 | 2,071 | 15.71 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,016 | 101 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 35,442 | 70.06 | 1,783 | 78.66 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 14,793 | 744 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 | -94.38 | 1 | -94.44 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 13,905 | 700 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76,211 | -17.69 | 4 | -25.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 103,700 | 289.85 | 5,218 | 309.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230,323 | 11.56 | 12 | 22.22 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 4,397 | -1.43 | 221 | 3.76 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84,505 | 4.32 | 4,047 | -1.70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,821,981 | 41.19 | 91,682 | 48.35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7,702 | 388 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 18,164 | 2.04 | 914 | 7.28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,541 | 3.62 | 480 | 9.09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,594 | 231 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,160 | 24.22 | 360 | 30.43 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,000 | 704 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 48,176 | -15.96 | 2,424 | -11.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12,003 | 604 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 157,902 | 116.74 | 7,946 | 127.78 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6,865 | 41.11 | 345 | 48.71 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 26,474 | 0.33 | 1,332 | 5.46 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,413 | 1.68 | 222 | 7.25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40,970 | 18.97 | 2,062 | 24.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,103 | 257 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30,503 | 1.04 | 1,535 | 6.16 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 92,860 | 14.08 | 4,673 | 19.86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,719 | 313.84 | 1,395 | 335.63 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 38,675 | -13.91 | 1,946 | -9.53 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9,750 | 0.02 | 491 | 5.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,230 | 106.54 | 213 | 116.33 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 884 | 3.03 | 44 | 7.32 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 688 | 421.21 | 35 | 466.67 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 37,045 | 0.01 | 1,864 | 5.13 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 10 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 21,358 | 1,075 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 13,999 | 6.33 | 704 | 11.75 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,715 | 4.46 | 589 | 9.68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 2,000 | 100.00 | 101 | 112.77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,306 | 468 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 221 | 0.00 | 11 | 10.00 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 29,190 | 1,469 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 694 | 129.80 | 35 | 142.86 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 120,855 | -1.76 | 6,081 | 3.23 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 77,506 | 4.75 | 3,900 | 10.08 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 16,276 | -0.04 | 819 | 5.13 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 6,466 | 327 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,249 | -15.42 | 113 | -11.02 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 17,999 | -5.26 | 932 | -1.17 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85,890 | 110.15 | 4,322 | 120.80 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 200 | 10 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 64,799 | 17.40 | 3,261 | 23.34 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 5,638 | 284 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29,085 | 170.58 | 1,464 | 184.63 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 206,100 | 10,371 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,447 | -25.79 | 274 | -21.94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 769 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22,077 | 194.71 | 1,111 | 210.06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2,124 | 1.53 | 107 | 6.00 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12,736 | -1.58 | 641 | 3.39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 301 | 30,000.00 | 15 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 37,822 | 29.94 | 1,903 | 36.61 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 38,000 | 1,912 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 127 | 49.41 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 69,562 | 7.00 | 3,500 | 12.43 |
Other Listings
| PE:SPYI |
