Mga Batayang Estadistika
| Pemilik Institusional | 212 total, 212 long only, 0 short only, 0 long/short - change of 3.92% MRQ |
| Alokasi Portofolio Rata-rata | 0.3177 % - change of -1.72% MRQ |
| Saham Institusional (Jangka Panjang) | 7,309,441 (ex 13D/G) - change of 0.74MM shares 11.30% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 391,963 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (US:XMLV) memiliki 212 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 7,309,441 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Cambridge Investment Research Advisors, Inc., Brookstone Capital Management, UBS Group AG, Envestnet Asset Management Inc, DORVAL Corp, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, and Pnc Financial Services Group, Inc. .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF (ARCA:XMLV) 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 64.10 / share. Previously, on September 6, 2024, the share price was 58.77 / share. This represents an increase of 9.07% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37,584 | -0.93 | 2,318 | -1.03 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 140,478 | 24.77 | 8,663 | 24.68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140,226 | 25.51 | 8,648 | 25.41 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 11,809 | 0.00 | 728 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,395 | -5.74 | 86 | -5.49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,553 | 4.22 | 342 | 4.91 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,460 | 707 | ||||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16,488 | -0.13 | 1,017 | -0.20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,826 | 5.04 | 1 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 21,391 | 2.40 | 1,319 | 2.33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,590 | 0.34 | 221 | 0.45 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,160 | 0.00 | 195 | -0.51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,495 | 1.09 | 401 | 1.01 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 2,925 | 0.00 | 180 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 87,488 | -4.28 | 5,395 | -4.36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,275 | 0.00 | 264 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10,110 | -24.34 | 623 | -23.56 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 3,420 | 211 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 4,118 | 0.00 | 254 | -0.39 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 37,591 | 12.97 | 2,318 | 12.91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,650 | -7.00 | 287 | -7.14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 298 | -83.74 | 18 | -83.78 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3,285 | 0.00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 10 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3,794 | -13.75 | 236 | -13.28 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 1,358 | 0.00 | 84 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21,997 | -1.34 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3,843 | 237 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3,336 | 0.54 | 206 | 0.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 76,091 | -14.77 | 4,695 | -14.81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 27,460 | -5.90 | 1,693 | -5.15 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,833 | 0.00 | 113 | 0.00 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 3,374 | 0.00 | 203 | -3.35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,879 | 3.05 | 548 | 3.01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 338 | 9.39 | 21 | 5.26 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,046 | 251 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 11,926 | -1.91 | 735 | -0.54 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,403 | 152.36 | 580 | 152.84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 940 | 58 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6,525 | -0.91 | 402 | -0.99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 470 | -11.82 | 29 | -12.50 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 8,248 | -10.47 | 509 | -10.56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 112,625 | 24.93 | 6,934 | 25.68 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 593 | 0.00 | 36 | -2.78 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 4,070 | -17.38 | 251 | -17.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4,450 | 0.00 | 274 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,902 | 14.84 | 672 | 14.87 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,835 | 668 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2,911 | 0.21 | 180 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114,559 | 9.47 | 7,065 | 9.38 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6,082 | 0.91 | 375 | 1.08 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6,412 | 0.64 | 395 | 0.51 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11,433 | -2.77 | 705 | -2.76 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 888 | 234 | ||||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1,286 | -1.53 | 77 | -3.75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 205,206 | -12.27 | 12,655 | -12.34 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 8,373 | 1 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 165 | -25.34 | 10 | -23.08 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 14,934 | -1.20 | 921 | -1.29 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 4,075 | 0.00 | 251 | 0.00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6,107 | 0.00 | 377 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,756 | 602 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 460 | 0.88 | 28 | 0.00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 150 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 3,318 | 205 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 318 | 0.00 | 20 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,590 | 0.00 | 221 | 11.06 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 7,800 | -3.70 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 11,971 | -33.80 | 738 | -33.87 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 46,068 | -67.64 | 2,841 | -67.66 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6,957 | 0.56 | 429 | 0.70 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15,551 | -5.34 | 959 | -5.33 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,421 | 0.00 | 211 | -0.47 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3,369 | 0.00 | 208 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316 | 0.00 | 20 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12,442 | -26.52 | 767 | -26.60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 75 | -12.79 | 5 | -20.00 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1,016 | 0.00 | 61 | -3.23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14,271 | -2.23 | 880 | -2.22 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 3,053 | 0.00 | 183 | -3.17 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4,511 | 0.00 | 278 | 0.00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 100 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 515 | 32 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 589 | 0.00 | 36 | 0.00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30,619 | 1,888 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46,004 | -25.01 | 2,837 | -25.07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,762 | 34.03 | 910 | 34.02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315,912 | 5.67 | 19,482 | 5.58 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 23 | 0 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 7,726 | 0.00 | 476 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 147,427 | 3.21 | 9,092 | 3.12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8,417 | 134.26 | 1 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36,785 | 2,269 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8,281 | 0.00 | 511 | -0.20 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,262 | -2.38 | 1,188 | -2.47 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6,335 | 4,849.22 | 391 | 5,471.43 | ||||
| 2025-07-31 | 13F | City State Bank | 427 | 0.00 | 26 | 0.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 39,346 | 6,067.08 | 1 | -100.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,200 | 0.00 | 259 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,634 | 6.34 | 347 | 6.44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,978 | -10.61 | 800 | -10.71 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 128,846 | 0.28 | 7,946 | 0.19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3,702 | -0.59 | 228 | -0.44 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 2,713 | 0.00 | 163 | -3.57 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,932 | 30.34 | 1,045 | 32.28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 622 | 18.70 | 38 | 18.75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 | -75.24 | 3 | -75.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,795 | -19.50 | 1,036 | -19.58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,322 | -2.49 | 205 | -2.86 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,456 | -67.70 | 583 | -67.74 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,945 | -34.02 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 84 | -98.46 | 5 | -98.51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,289 | -2.59 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,000 | 0.00 | 123 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193,541 | 9.94 | 11,936 | 9.85 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6,198 | 4.94 | 382 | 4.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217,510 | -15.55 | 13 | -13.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,712 | -18.18 | 734 | -16.99 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 21,200 | -0.38 | 1,307 | -0.46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,294 | -9.30 | 450 | -9.48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 864 | 234.88 | 53 | 253.33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8,853 | 0.00 | 546 | -0.18 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3,273 | -5.30 | 202 | -5.63 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 444 | 0.45 | 27 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,305 | 1.97 | 266 | 4.74 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4,595 | -2.03 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96,201 | 35.10 | 5,937 | 58.36 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 3,447 | 0.00 | 207 | -3.29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 535,542 | 18.17 | 33 | 22.22 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 4,275 | 0.00 | 264 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 178 | 0.00 | 11 | 0.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6,543 | 56.87 | 404 | 56.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 597,901 | 1.36 | 36,873 | 1.27 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4,382 | -6.25 | 270 | -6.25 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 8,377 | 0.00 | 517 | -0.19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23 | 0.00 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 40,328 | -2.89 | 2,487 | -2.97 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 303 | 0.33 | 19 | 0.00 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 16,553 | 2.76 | 1,021 | 2.62 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 51,249 | -0.63 | 3,161 | -0.72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,448 | -2.12 | 644 | -2.13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,037 | 64.52 | 496 | 64.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18,406 | 0.17 | 1,135 | 0.09 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9,618 | 0.00 | 593 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,593 | 0.66 | 407 | 0.74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15,176 | 25.48 | 936 | 25.34 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32,992 | 3.04 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 25 | 4.17 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 860 | 53 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 102 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 322,262 | -6.19 | 19,874 | -6.26 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 12,331 | -7.50 | 760 | -7.54 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5,664 | -1.34 | 349 | -0.29 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4,379 | -3.01 | 270 | -2.88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,033 | -3.90 | 310 | -4.02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 695 | 0.87 | 43 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,556 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180,580 | 397.66 | 11,137 | 397.36 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7,775 | 0.80 | 479 | 0.63 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 393 | -63.61 | 24 | -63.64 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13,599 | -4.39 | 839 | -4.45 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 399 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 21,003 | -5.69 | 1,295 | -5.75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 37 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,373 | -4.98 | 85 | -5.62 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 228 | 0.44 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34,672 | -6.70 | 2,138 | -6.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 622,659 | 51.96 | 38,399 | 51.84 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10,613 | 0.06 | 655 | 0.00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,492 | 0.00 | 277 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 81,746 | 6.45 | 5,041 | 6.37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,417 | -59.42 | 272 | -59.46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 225,465 | 1.26 | 13,903 | 1.13 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3,942 | 243 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 0.61 | 41 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15,323 | 0.00 | 945 | -0.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,061 | 22.61 | 682 | 22.66 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6,714 | -8.49 | 414 | -8.41 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 234,236 | 14,445 | ||||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 59,435 | -0.71 | 3,665 | -0.79 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 8,344 | 0.06 | 515 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 70 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64,683 | 0.90 | 3,989 | 0.83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 7,012 | 5.32 | 432 | 5.37 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,439 | 0.62 | 150 | 0.67 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 100 | -50.00 | 6 | -50.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22,078 | 0.35 | 1,362 | 0.29 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 100 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,374 | 12.25 | 85 | 12.00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 935 | 0.00 | 58 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43,690 | 5.04 | 2,694 | 4.95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 531 | -15.45 | 33 | -15.79 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33,000 | -17.09 | 2,035 | -17.14 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 12,260 | 14.40 | 756 | 14.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33,061 | 1.12 | 2,039 | 0.99 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 60 | 0.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 310,516 | 2.26 | 19,150 | 2.18 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 124,851 | 2.21 | 7,700 | 5.02 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38,144 | 23.94 | 2,352 | 23.85 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 6,192 | 0.21 | 382 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112,925 | 3.10 | 6,964 | 3.02 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 17,385 | 5.40 | 1,072 | 5.30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 128,227 | -3.73 | 7,908 | -3.82 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,620 | 0.00 | 285 | -0.35 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 97,900 | 655.46 | 6,037 | 655.57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3,587 | 0.11 | 221 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 525 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,579 | -9.23 | 344 | -9.23 |
