Mga Batayang Estadistika
| Pemilik Institusional | 154 total, 154 long only, 0 short only, 0 long/short - change of 35.09% MRQ |
| Alokasi Portofolio Rata-rata | 0.4828 % - change of 46.20% MRQ |
| Saham Institusional (Jangka Panjang) | 13,768,103 (ex 13D/G) - change of 0.92MM shares 7.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 605,360 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (US:XTEN) memiliki 154 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 13,768,103 saham. Pemegang saham terbesar meliputi Resources Investment Advisors, LLC., Prime Capital Investment Advisors, LLC, Jpmorgan Chase & Co, Bank Of America Corp /de/, Envestnet Asset Management Inc, Austin Private Wealth, LLC, MSTRX - Morningstar Total Return Bond Fund, GWM Advisors LLC, Gradient Investments LLC, and Municipal Employees' Retirement System of Michigan .
Struktur kepemilikan institusional BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (ARCA:XTEN) 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 46.60 / share. Previously, on September 9, 2024, the share price was 48.73 / share. This represents a decline of 4.36% 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 | Heck Capital Advisors, LLC | 178,049 | 5.19 | 8,219 | 4.25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 97,591 | 21.93 | 4,505 | 20.85 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 96,702 | 4,391 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14,779 | 31.53 | 682 | 30.40 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 111,758 | 114.31 | 5,159 | 112.44 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 90,083 | 140.57 | 4 | 300.00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27,362 | 1,263 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5,490 | 253 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 284 | 13 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,895 | 99.89 | 87 | 97.73 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 23,801 | 92.16 | 1,099 | 91.80 | ||||
| 2025-08-07 | 13F | PFG Advisors | 105,666 | 99.81 | 4,878 | 98.09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 33,012 | 125.80 | 1,524 | 123.97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 25 | 316.67 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 22,202 | 1,944.38 | 1,019 | 1,936.00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 24,472 | 186.36 | 1,130 | 184.38 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13,901 | 1 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 385,027 | 96.95 | 17,773 | 95.21 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4,636 | 214 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7,835 | 362 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,275 | 34.93 | 105 | 34.62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 265,723 | 126.01 | 12,266 | 124.02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,401 | 434 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,828 | 315 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,503 | 38.91 | 69 | 38.00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 23,236 | 105.28 | 1,073 | 103.42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 103,429 | -86.32 | 4,774 | -86.45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 107,764 | 322.32 | 4,974 | 318.69 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 47 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6,816 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 467 | 21 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 5,829 | 269 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21,713 | 1 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,141 | 90.17 | 330 | 89.08 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13,156 | -25.85 | 607 | -26.51 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 11,136 | 514 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 53,746 | 2 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 | 4 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 60,518 | 115.82 | 2,793 | 118.89 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 53,253 | 2,450 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 8,638 | 10.35 | 399 | 9.34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,890 | -40.37 | 457 | -40.93 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 39,682 | 107.92 | 1,832 | 106.19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,017 | -34.35 | 462 | -34.93 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 32,852 | 93.45 | 1,516 | 91.90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 58 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,512 | 4.10 | 844 | 1.93 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10,993 | 41.08 | 507 | 40.06 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,427 | 14.08 | 297 | 12.98 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 293 | 3,562.50 | 14 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 24,472 | 1,130 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 30,251 | 140.72 | 1,396 | 138.63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 733,740 | 48.29 | 33,869 | 46.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,273 | 197.28 | 151 | 196.08 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 40,944 | 107.02 | 1,890 | 105.10 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66,554 | 180.61 | 3,072 | 178.26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15,983 | 738 | ||||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 403,452 | 0.00 | 19 | 0.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 222 | 10 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,760 | 42.89 | 266 | 41.71 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 31,637 | -15.81 | 1,460 | -16.57 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 44,893 | 2,072 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17,551 | 810 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 180,202 | 199.59 | 8,318 | 196.97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18,482 | 105.31 | 853 | 103.58 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 98,409 | 4,571 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 16,664 | 122.66 | 769 | 120.98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46,950 | 49.78 | 2,167 | 48.53 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19,956 | 137.18 | 921 | 135.55 | ||||
| 2025-06-26 | NP | MSTRX - Morningstar Total Return Bond Fund | 572,996 | 0.00 | 26,616 | 2.95 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 16,080 | 742 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,867 | 43.70 | 732 | 42.41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,345,190 | 86.94 | 62,094 | 85.30 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 60,744 | 121.48 | 2,770 | 116.84 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 29,723 | 111.46 | 1,372 | 109.79 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 88 | 4 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 4,991 | 230 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 659 | 309.32 | 30 | 328.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 197 | 9 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 577,059 | 109.52 | 26,637 | 107.68 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 26,434 | 104.12 | 1,220 | 102.32 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 34,727 | 78.66 | 1,603 | 77.02 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 77,348 | 213.78 | 3,570 | 211.25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 94,644 | 121.44 | 4,369 | 119.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24,483 | 130.60 | 1,130 | 128.74 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 26,794 | 60.60 | 1,237 | 59.28 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4,891 | 226 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10,891 | 106.78 | 493 | 105.42 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,738,891 | 22.59 | 80,267 | 21.51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,798 | 452 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 15,292 | 15.39 | 706 | 14.26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,621 | 629 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 391 | 18 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 6,714 | 2.68 | 310 | 1.64 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10,817 | 101.40 | 499 | 99.60 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 26,723 | 1,234 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 49,455 | 114.34 | 2,283 | 112.48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 294 | 14 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 85,209 | 254.92 | 3,933 | 251.79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,438 | 0 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 49,264 | 134.20 | 2,274 | 132.28 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4,444 | 205 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 17,289 | 159.36 | 798 | 157.42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 139 | 0.72 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 14,656 | 677 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 72 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 928,641 | 47.94 | 42,866 | 46.64 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 434,151 | 6.29 | 20,040 | 5.35 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 150,211 | 23.78 | 6,934 | 22.69 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 20,934 | 966 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 218 | 113.73 | 10 | 150.00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 13,391 | 109.76 | 618 | 108.08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 763 | 44.78 | 35 | 45.83 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 80,538 | 116.59 | 3,681 | 112.59 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15,936 | 736 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 49,706 | 6.53 | 2,294 | 5.62 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 145 | 7 | ||||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6,739 | 308 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 10,335 | 67.10 | 477 | 65.63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11,841 | 33.30 | 547 | 32.20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35,001 | -32.89 | 1,616 | -33.48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32,624 | 111.30 | 1,506 | 109.32 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 38,462 | 23.94 | 1,775 | 22.84 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,394 | 203 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 15,936 | -3.90 | 736 | -4.79 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27,592 | 100.48 | 1,274 | 98.91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 27 | 1 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 57,786 | 123.82 | 2,667 | 121.88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9,418 | 28.70 | 435 | 27.65 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 12,082 | 116.68 | 558 | 115.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,940 | -2.79 | 1,105 | -3.58 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12,998 | 600 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,156 | 82.28 | 653 | 80.89 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6,115 | 282 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 448,021 | 27.67 | 20,681 | 26.55 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32,771 | 113.42 | 1,513 | 111.47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 19,333 | 120.65 | 888 | 122.86 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 48,290 | -50.82 | 2,229 | -51.25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,373,413 | -60.30 | 63,397 | -60.65 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7,032 | -0.54 | 325 | -1.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,693 | 99.80 | 1 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 109,684 | 100.33 | 5,063 | 98.63 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 306,163 | 101.72 | 14,132 | 99.94 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 96,970 | 4,476 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 144,503 | 3.15 | 6,670 | 2.25 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19,466 | 94.87 | 889 | 90.97 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 26,173 | 93.07 | 1,208 | 91.44 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43,546 | 14.70 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,535 | 844 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,955 | 110.03 | 546 | 106.04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,806 | 314 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 85,571 | 22.51 | 3,944 | 21.09 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,953 | -34.21 | 229 | -34.86 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 29,440 | -3.50 | 1,359 | -4.37 |
