Mga Batayang Estadistika
| Pemilik Institusional | 393 total, 393 long only, 0 short only, 0 long/short - change of -2.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.6049 % - change of -11.16% MRQ |
| Saham Institusional (Jangka Panjang) | 32,298,681 (ex 13D/G) - change of -6.89MM shares -17.57% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,886,690 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF (US:XMHQ) memiliki 393 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 32,298,681 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Cetera Investment Advisers, Thrivent Financial For Lutherans, Jones Financial Companies Lllp, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF (ARCA:XMHQ) 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 106.21 / share. Previously, on September 6, 2024, the share price was 95.04 / share. This represents an increase of 11.75% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 86 | 0 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 78,742 | 7.73 | 7,736 | 15.62 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 114,598 | -4.90 | 11,258 | 2.08 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 11,444 | -22.86 | 1,124 | -17.17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 481,715 | 4.66 | 47,324 | 12.33 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 10,080 | 170.24 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,616 | -51.85 | 2,713 | -48.33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 28,518 | 11.54 | 2,802 | 19.70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,719 | -50.74 | 955 | -47.18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,931 | -4.95 | 1,762 | 2.03 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 62,292 | 2,144.76 | 6,120 | 2,318.58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 107,715 | -2.15 | 10,582 | 5.02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 25 | -50.00 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 3,735 | -1.32 | 367 | -2.14 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 86,952 | 508.52 | 8,542 | 553.56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 10,154 | -2.64 | 998 | 4.51 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16,801 | -25.43 | 1,651 | -19.98 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 683 | 0.00 | 67 | 8.06 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 80,358 | 1.77 | 7,894 | 11.67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 37,249 | -32.65 | 3,659 | -27.72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,914,604 | -5.35 | 482,811 | 1.59 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 9,900 | 0.00 | 906 | -6.98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,033 | -23.12 | 396 | -17.50 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 44,452 | -26.77 | 4,367 | -21.40 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,223 | -13.76 | 906 | -7.36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,869 | 19.59 | 773 | 28.41 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 52,676 | -3.44 | 5,177 | 3.64 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,692 | -4.70 | 854 | 2.28 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 91,960 | -3.01 | 9,034 | 4.10 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14,116 | 4.15 | 1,387 | 11.77 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82,783 | -45.39 | 8,150 | -41.26 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29,988 | -49.65 | 2,946 | -45.96 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 52,440 | 8.78 | 5,167 | 17.11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 482 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 22,983 | -0.75 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6,788 | 0.00 | 667 | 7.25 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 780 | 77 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39,785 | -33.96 | 4,021 | -27.08 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,523 | 0.18 | 465 | 12.59 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,944 | -8.20 | 584 | -1.52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,528,441 | -16.93 | 150,154 | -10.84 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4,328 | -1.59 | 425 | 5.72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37,992 | -27.92 | 3,801 | -18.40 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 139,452 | 2.96 | 13,700 | 10.51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 565,508 | -10.52 | 55,556 | -3.96 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 116,068 | 3.39 | 11,402 | 10.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 19,517 | 8.75 | 1,917 | 16.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 766,696 | 4.74 | 75,320 | 12.42 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,629 | -1.63 | 553 | 5.54 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14,468 | 4.26 | 1,421 | 11.89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,216 | 354.85 | 1,691 | 388.73 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 21,661 | 3.99 | 2,128 | 11.59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 6,912 | 31.36 | 679 | 41.16 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10,047 | -33.35 | 987 | -28.50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 475 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 274,110 | -25.06 | 26,929 | -19.57 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493,472 | -14.67 | 48,479 | -8.41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,782 | 138.58 | 2 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 443 | -6.93 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 45,961 | 6.67 | 4,515 | 14.51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,270 | -29.33 | 420 | -24.23 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 139,184 | 17.93 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,299 | 5.81 | 619 | 13.60 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 67,824 | -6.01 | 6,663 | 0.89 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 14,545 | -12.59 | 1,429 | -6.24 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2,280 | 224 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,814 | -50.20 | 276 | -46.62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 39,714 | -29.14 | 3,902 | -23.94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 69,994 | 10.96 | 6,876 | 19.11 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 211,035 | 1.09 | 20,732 | 8.50 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 96,688 | -12.32 | 9 | -10.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 101,182 | 124.93 | 9,940 | 141.44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 130 | 30.00 | 13 | 33.33 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 8,386 | 824 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 328,016 | -3.14 | 32,224 | 3.97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,842 | 5.49 | 1,360 | 13.16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,179 | 509 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 25,872 | -1.98 | 2,542 | 5.22 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 82,690 | 3.16 | 8,124 | 10.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 316,369 | 7.02 | 31,080 | 14.87 | ||||
| 2025-05-20 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,571 | -7.35 | 253 | -0.40 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,171 | -3.85 | 606 | 3.24 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7,522 | -11.11 | 739 | -4.65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14,100 | 3.40 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39,169 | 0.36 | 3,848 | 7.70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,244 | 0.56 | 319 | 7.80 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 4,091 | -13.20 | 402 | -6.96 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 414 | 41 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,418 | 336 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | 0.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 34,741 | 2.88 | 3,413 | 10.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 604,422 | 57.51 | 59 | 47.50 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4,892 | -42.69 | 481 | -38.54 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,013,810 | 2.54 | 197,837 | 10.06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,003 | 14.86 | 393 | 23.58 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 51,284 | 3.53 | 5,038 | 11.12 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,035 | 0.00 | 102 | 7.45 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 10,487 | -93.99 | 1,030 | -93.55 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 57,150 | 0.48 | 5,614 | 7.86 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 303,723 | 4.48 | 29,838 | 12.14 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2,139 | -55.78 | 210 | -54.74 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10,962 | -7.32 | 1,077 | -0.55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156,172 | 122.24 | 14,294 | 106.59 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6,827 | -99.38 | 671 | -99.34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 562,459 | 40.78 | 55,256 | 51.10 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 100,983 | 3.90 | 9,243 | -3.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 184,250 | -28.18 | 18,101 | -22.91 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 2,173 | 213 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 34,337 | -18.45 | 3,373 | -12.46 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 70,715 | -6.90 | 6,947 | -0.07 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,046 | 201 | ||||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 12,678 | 18.59 | 1 | |||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 88,209 | 3.08 | 8,666 | 10.64 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 106,234 | 0.59 | 10,567 | 8.90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22,485 | -3.39 | 2,209 | 3.66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 168,802 | -4.03 | 16,583 | 3.01 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2,432 | -12.23 | 239 | -5.93 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 464 | 0.00 | 46 | 7.14 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8,042 | 0.14 | 790 | 7.48 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,981 | -12.42 | 195 | -6.28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,612 | 37.22 | 481 | 56.35 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 14,289 | -13.11 | 1,404 | -6.78 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7,574 | -3.60 | 744 | 3.48 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 73,938 | 4.24 | 7,264 | 11.88 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3,890 | -3.71 | 382 | 3.52 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 57,500 | -4.80 | 5,804 | 11.72 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 68 | 0.00 | 7 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,493 | 21.96 | 441 | 30.86 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,709 | 0.09 | 757 | 7.53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 73,104 | 10.98 | 7,182 | 19.11 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 114 | 60.56 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,767 | 5.80 | 1,647 | 13.59 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 392,037 | -16.88 | 39 | -11.63 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 2,685 | -38.09 | 264 | -33.59 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,315 | -7.57 | 545 | 6.65 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | Bensler, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 189 | -85.64 | 19 | -85.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33,540 | -15.53 | 3,295 | -9.36 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 225 | 22 | ||||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7,028 | 2.43 | 690 | 10.05 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 115,642 | 55.33 | 11,361 | 66.72 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 35,953 | -31.33 | 3,532 | -26.29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,421 | -31.19 | 336 | -26.15 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38,401 | 53.66 | 3,773 | 64.93 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 134,117 | 3.85 | 13,176 | 11.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 11,714 | -69.51 | 1,151 | -67.29 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 70 | 1.45 | 7 | 0.00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 11,000 | -57.04 | 1,081 | -53.91 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,908 | 286 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,645 | 555 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 72,892 | -16.79 | 7,161 | -10.70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,498 | -4.37 | 344 | 2.69 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 5,188 | 0.00 | 510 | 7.38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,304 | -89.09 | 325 | -88.31 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 224,089 | 12.19 | 22,014 | 20.42 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 4,275 | 0.00 | 420 | 7.16 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 6,634 | 1.83 | 652 | 9.23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18,222 | 7.11 | 1,790 | 14.96 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 65,497 | -0.35 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 430,956 | 0.68 | 42,337 | 27.29 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 6,392 | 5.88 | 628 | 13.59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 23,150 | -9.36 | 2,274 | -2.70 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 30,091 | -33.64 | 2,956 | -28.77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 35,693 | -0.53 | 3,507 | 6.76 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10,741 | -21.46 | 1,055 | -15.67 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,338 | 15.34 | 524 | 23.88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61,949 | 17.36 | 6,086 | 25.96 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 844 | 0.00 | 83 | 6.49 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 361 | 0.00 | 35 | 6.06 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,146 | 1.26 | 695 | 11.56 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 57,629 | 1.92 | 5,661 | 9.39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55,577 | 1,118.53 | 5,460 | 1,209.11 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 14,467 | 6.76 | 1,421 | 14.60 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,175 | 19.59 | 803 | 28.48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,755 | 16.24 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 143,087 | -38.14 | 14,057 | -33.60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 277 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,439 | 7.74 | 436 | 15.65 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10,142 | -9.67 | 996 | -3.02 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 14,117 | -7.51 | 1,472 | 8.40 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,063 | 203 | ||||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23,345 | 2.17 | 2,293 | 9.66 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 271,179 | -6.28 | 26,641 | 0.59 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,728 | 1.64 | 366 | 9.25 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14,110 | -55.43 | 1,386 | -52.16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5,384 | 543 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18,000 | 282.98 | 1,768 | 311.16 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,450,044 | 6.14 | 142,446 | 13.91 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 3,385 | 1.26 | 333 | 8.85 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 6,542 | 30.42 | 643 | 39.87 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,229 | 23.47 | 415 | 32.59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 445,744 | -76.42 | 43,790 | -74.69 | ||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69,375 | 3.02 | 6,815 | 10.58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 29 | 16.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33,613 | 44.66 | 3,302 | 55.32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,320 | 0.10 | 817 | 7.50 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2,198 | -49.05 | 216 | -49.29 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 31,232 | 3.87 | 3,068 | 11.48 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,211 | 7.56 | 414 | 15.36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 1 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 136 | 0.00 | 13 | 8.33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16,144 | 7.25 | 1,586 | 7.02 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,064 | 0.00 | 107 | 9.18 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 42,572 | 2.37 | 4,182 | 9.88 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 2,300 | 0.00 | 226 | 7.14 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 187,923 | -2.21 | 18,462 | 4.96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19,392 | 1,905 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 29,098 | -58.47 | 2,859 | -55.43 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33,026 | -2.68 | 3,244 | 4.44 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 30,181 | 9.75 | 2,965 | 17.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 160,769 | -6.75 | 15,794 | 0.08 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3,624 | -26.62 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9,810 | 0.12 | 964 | 7.48 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31,187 | -22.51 | 3,060 | -16.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 156,553 | -16.13 | 15,380 | -9.98 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 28,881 | 2.76 | 2,837 | 10.30 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3,794 | -20.36 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 300 | 0.00 | 30 | 7.41 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 181,662 | 7.02 | 17,846 | 14.87 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 39,168 | -3.44 | 3,848 | 3.64 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 38,396 | -26.03 | 3,772 | -18.62 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 59,662 | 10.77 | 5,861 | 18.91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 42,392 | 1.18 | 4,165 | 8.61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37,594 | -15.83 | 3,693 | -10.12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27,805 | -11.77 | 2,732 | -5.34 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 44,819 | 33.44 | 4,403 | 43.23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 170 | -27.35 | 17 | -23.81 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,658 | 274.57 | 2,226 | 302.35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,253 | -3.36 | 320 | 3.57 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11,287 | 68.59 | 1,109 | 81.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 23,444 | 10.84 | 2,303 | 19.02 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,278 | -7.32 | 125 | -0.79 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 2,746 | -14.21 | 270 | -7.88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,699 | -0.19 | 560 | 7.09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6,150 | -18.67 | 604 | -12.97 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6,200 | 0.00 | 609 | 7.41 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10,401 | -52.74 | 1,022 | -49.30 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3,733 | 0.00 | 387 | 17.63 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,576 | -58.30 | 1,137 | -55.24 | ||||
| 2025-05-09 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 69,940 | 14.65 | 6,871 | 14.37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | -88.80 | 21 | -88.27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 96 | -63.64 | 9 | -62.50 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 120 | 0.00 | 12 | 10.00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3,468 | -7.35 | 341 | -0.58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,143 | 309 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 35,081 | -60.30 | 3,446 | -57.39 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 19,997 | 1.70 | 1,998 | 11.06 | ||||
| 2025-05-15 | 13F | Titleist Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 4 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 108,182 | 9.11 | 10,628 | 17.10 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 3,373 | -49.55 | 331 | -45.83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,362 | -1.38 | 330 | 17.86 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 43,184 | -2.06 | 4,242 | 5.13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,603 | -29.12 | 354 | -24.09 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 160,283 | 15,746 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4,505 | 0.00 | 443 | 7.28 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 481 | -91.12 | 47 | -90.62 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 129,331 | 3.39 | 12,705 | 10.97 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6,149 | -12.06 | 638 | -0.16 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2,535 | 0.00 | 249 | 4.62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 149,524 | 28.38 | 14,689 | 37.80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101,553 | 0.56 | 9,977 | 7.94 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 3,811 | -25.19 | 374 | -19.74 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 10 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 6,234 | -15.87 | 612 | -9.73 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,140 | 0.00 | 996 | 7.33 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 141,758 | 426.32 | 13,755 | 364.04 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 96,985 | -2.60 | 9,528 | 4.53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 200 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 534 | -75.08 | 53 | -73.47 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 15,434 | 1,517 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3,580 | 15.26 | 352 | 23.59 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33,327 | -29.47 | 3,274 | -24.28 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 125,776 | -14.84 | 12,356 | -8.60 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 64 | 18.52 | 6 | 50.00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 33,613 | 3,302 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67,580 | 6.55 | 6,639 | 14.37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 57,250 | -0.97 | 5,624 | 6.29 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 2,451 | -73.00 | 243 | -69.74 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 58,002 | 7.82 | 5,698 | 15.74 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 311,483 | 2.97 | 30,600 | 10.52 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199,538 | 19,603 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,267 | 39.08 | 321 | 48.84 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7,182 | 1.41 | 706 | 8.80 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 322,600 | -10.89 | 31,737 | -4.36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 603,790 | 13.63 | 59,437 | 22.22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2,652 | -5.25 | 261 | 1.56 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 100,125 | 3.27 | 9,836 | 10.84 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 3,886 | -19.53 | 391 | -11.54 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 2,130 | 209 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10,689 | -37.64 | 1,050 | -33.08 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,766 | 646.89 | 528 | 593.42 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 205,463 | -67.91 | 20,185 | -65.56 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,250 | 38.89 | 123 | 48.78 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 63,192 | -33.22 | 6,208 | -28.33 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Wise Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 20,977 | -7.32 | 2,061 | -0.53 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,678 | 4.49 | 361 | 12.11 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10,430 | 1.64 | 1,025 | 9.05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,598 | 77.23 | 1 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,638 | -4.56 | 259 | 2.78 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,355 | 1.46 | 231 | 8.96 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 8,018 | -54.62 | 788 | -51.33 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15,853 | 5.86 | 1,557 | 13.65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 40,940 | -8.83 | 4,132 | 0.54 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53,894 | 0.29 | 5,295 | 7.65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 447 | 44 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 25,963 | 2,551 | ||||||
| 2025-04-14 | 13F | Wesbanco Bank Inc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 355 | 9.91 | 35 | 17.24 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,433 | -6.77 | 2,793 | 0.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,935 | -5.57 | 681 | 1.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,195 | -7.44 | 903 | -7.67 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 10,769 | -45.58 | 1,058 | -41.63 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 37 | -37.29 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 13,721 | -1.78 | 1,348 | 5.40 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 252 | 15.60 | 25 | 26.32 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,021,295 | -19.80 | 100 | -13.79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,271 | -87.60 | 223 | -86.69 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3,962 | -73.78 | 389 | -71.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 291,706 | 6.59 | 28,657 | 14.40 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80,358 | -1.19 | 7,894 | 6.06 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 4 | ||||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | Confluence Wealth Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,933 | -21.15 | 386 | -15.35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 74,297 | -10.90 | 7,299 | -4.38 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 5,189 | -15.71 | 510 | -9.59 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 9,566 | 28.42 | 940 | 37.89 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,146 | 211 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10,356 | -22.09 | 1,017 | -16.37 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0.00 | 20 | 5.56 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107,028 | 2.97 | 10,514 | 10.52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,512 | 96.57 | 3,783 | 110.99 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8,003 | 786 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66,528 | 20.88 | 6,536 | 29.74 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 43,385 | -1.75 | 4,262 | 5.47 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,564 | 448 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112,386 | -3.58 | 11,041 | 3.49 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 55 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12,230 | 0.00 | 1,201 | 7.33 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,611 | 6.83 | 1 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 11,557 | 63.67 | 1,135 | 75.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,012,868 | -2.34 | 99,504 | 4.82 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,604 | 0.00 | 158 | 7.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 348,370 | -47.51 | 34 | -43.33 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 110 | 0.00 | 11 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 32 | -87.74 | 3 | -86.96 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,226 | 50.71 | 219 | 62.22 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257,785 | -8.88 | 25,325 | -2.20 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 56 | 0.00 | 6 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 12,204 | -3.00 | 1,199 | 4.08 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23,207 | 3.62 | 2,280 | 11.17 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3,221 | 0.00 | 316 | 7.48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,955 | 72.40 | 290 | 85.90 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 91,276 | -3.31 | 8,967 | 3.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 206 | 0.49 | 20 | 11.11 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 13,514 | 43.89 | 1,328 | 47.12 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 34,864 | -3.34 | 3,425 | 3.76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7,414 | -99.39 | 728 | -99.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 170 | 0.00 | 17 | 6.67 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 286 | 0.00 | 28 | 7.69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 490,614 | -17.39 | 48,230 | -11.32 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 206,591 | 106.06 | 20,296 | 121.17 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 268,159 | -9.87 | 26,344 | -3.26 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3,565 | 0.14 | 350 | 7.69 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 62,395 | 1.71 | 6,130 | 9.15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,818 | 0.21 | 768 | 7.56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 42,214 | -21.43 | 4,147 | -15.66 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 89,896 | 0.73 | 8,831 | 8.12 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 23,863 | 7.94 | 2,344 | 15.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,616 | 90.82 | 453 | 104.98 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,098 | -36.00 | 206 | -31.33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 451 | -47.98 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 209 | 21 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 147 | 0.00 | 14 | 7.69 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11,948 | -80.73 | 1,174 | -80.65 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 3,849 | -11.37 | 378 | -4.79 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 55,351 | 5.82 | 5,438 | 13.58 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 20,904 | 5.70 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,690 | 3.94 | 1,443 | 11.60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4,950 | -18.85 | 486 | -12.90 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2,812 | 276 | ||||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 35,379 | -9.52 | 3,476 | -2.91 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,890 | -12.94 | 382 | -6.37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 21,728 | 22.40 | 2,135 | 31.40 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 67,358 | 0.04 | 6,617 | 7.38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156,702 | 28.85 | 15,394 | 38.30 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4,830 | -13.43 | 474 | -7.06 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 2,744 | 270 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 21,255 | 2,088 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 58,338 | 1.81 | 5,731 | 9.29 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2,568 | -91.28 | 252 | -90.65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 95,404 | -5.24 | 9,582 | 3.99 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,895 | 4.84 | 1,954 | 12.56 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5,409 | 1.35 | 531 | 8.81 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107,376 | -0.19 | 11 | 11.11 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,550 | -51.26 | 152 | -47.77 |
Other Listings
| MX:XMHQ |
