GB:0IO2 / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF - Kepemilikan Institusional - Pembeli

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GB ˙ LSE ˙ US33734X8469
US$ 53.97 ↑0.40 (0.75%)
2023-12-18
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF meliputi Parker Investment Management, LLC, Cary Street Partners Financial Llc, Symphony Financial, Ltd. Co., Transcendent Capital Group LLC, Fagan Associates, Inc., Tradewinds, LLC., Mesirow Financial Investment Management, Inc., Tidal Trust II - Tactical Advantage ETF, PMG Wealth Management, Inc., Redhawk Wealth Advisors, Inc., Horizon Wealth Management, LLC, Capital Fund Management S.a., Williams & Novak, LLC, Intellus Advisors LLC, Natixis Advisors, L.p., Midwest Trust Co, FSM Wealth Advisors, LLC, Tranquilli Financial Advisor LLC, Glenmede Investment Management, LP, dan Spectrum Asset Management, Inc. (NB/CA) .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-11 13F Perennial Investment Advisors, LLC 3,669 2.23 277 22.57
2025-08-08 13F Smithfield Trust Co 1,275 27.50 0
2025-08-07 13F Nwam Llc 2,764 204
2025-08-06 13F Wedbush Securities Inc 61,246 8.15 5 33.33
2025-08-14 13F McIlrath & Eck, LLC 1,266 0.16 96 20.25
2025-08-12 13F/A Cozad Asset Management Inc 5,744 53.05 434 83.90
2025-07-29 13F Koshinski Asset Management, Inc. 13,739 51.03 1,038 81.15
2025-07-23 13F Meitav Dash Investments Ltd 16,586 1.22 1,254 21.41
2025-08-12 13F LPL Financial LLC 4,859,814 17.17 367,305 40.57
2025-08-18 13F/A National Bank Of Canada /fi/ 76,198 5.44 5,758 26.49
2025-08-06 13F Commonwealth Equity Services, Llc 1,021,316 5.15 77 26.23
2025-08-12 13F Cornerstone Wealth Management, LLC 15,909 1.41 1,202 21.66
2025-08-12 13F Choate Investment Advisors 2,933 222
2025-07-17 13F PMG Wealth Management, Inc. 15,468 1,169
2025-08-12 13F Boreal Capital Management LLC 6,875 520
2025-08-14 13F Cubist Systematic Strategies, LLC 85,824 6,487
2025-08-14 13F Cubist Systematic Strategies, LLC Put 101,200 345.81 7,649 434.83
2025-07-30 13F Princeton Global Asset Management LLC 4,800 26.32 363 51.46
2025-08-14 13F Cubist Systematic Strategies, LLC Call 80,600 227.64 6,092 293.22
2025-08-14 13F Harvest Investment Services, LLC 8,842 668
2025-08-11 13F Principal Securities, Inc. 55,885 19.17 4,224 41.95
2025-07-22 13F Team Financial Group, LLC 1,494 113
2025-07-30 13F First Citizens Bank & Trust Co 4,541 343
2025-07-22 13F Wealthcare Advisory Partners LLC 34,538 1.45 2,610 21.74
2025-08-14 13F/A Rockefeller Capital Management L.P. 488,475 3.02 38,374 28.47
2025-08-14 13F GWM Advisors LLC 172,215 37.17 13,016 64.57
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,199 9.91 469 31.83
2025-08-12 13F Trexquant Investment LP 3,100 234
2025-07-14 13F Park Avenue Securities Llc 7,698 20.49 1
2025-08-13 13F Valued Retirements, Inc. 4,293 324
2025-07-24 13F Ronald Blue Trust, Inc. 501 38
2025-08-01 13F Envestnet Asset Management Inc 665,804 8.88 50,321 30.62
2025-08-11 13F Brown Brothers Harriman & Co 2,808 102.31 212 143.68
2025-07-30 13F Brookstone Capital Management 5,048 12.00 382 34.63
2025-08-04 13F Mesirow Financial Investment Management, Inc. 18,475 1,396
2025-07-31 13F Darden Wealth Group Inc 2,930 221
2025-07-23 13F WESPAC Advisors, LLC 3,488 264
2025-07-29 13F Signature Estate & Investment Advisors Llc 17,348 19.20 1,311 43.12
2025-07-29 13F Madison Wealth Partners, Inc 4,775 11.70 361 33.83
2025-08-06 13F Tradewinds, LLC. 20,425 1,544
2025-07-24 13F Robertson Stephens Wealth Management, LLC 92,574 1,422.60 6,997 1,726.63
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 811 27.72 61 52.50
2025-07-15 13F DB Fitzpatrick & Co, Inc 3 0
2025-07-23 13F Beaumont Asset Management, L.L.C. 12,618 23.90 954 48.67
2025-08-07 13F Rathbone Brothers plc 44,824 16.39 3,388 39.61
2025-08-12 13F Real Talk Capital, LLC 19,864 4.63 1,501 25.40
2025-08-13 13F Keystone Financial Group 6,200 33.88 469 60.82
2025-08-12 13F Insigneo Advisory Services, Llc 14,356 64.37 1,085 97.27
2025-08-07 13F Kestra Private Wealth Services, Llc 197,632 1.12 14,937 21.32
2025-08-08 13F Capital Investment Advisory Services, LLC 30,160 4.32 2,279 25.15
2025-07-23 13F BankPlus Trust Department 340 26
2025-08-14 13F Fmr Llc 24,076 1.17 1,820 21.35
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 12,787 36.06 966 63.18
2025-08-13 13F Natixis Advisors, L.p. 10,688 1
2025-08-11 13F Western Wealth Management, LLC 14,029 1.59 1,060 21.98
2025-07-09 13F Sandbox Financial Partners, LLC 46,683 8.82 3,528 30.57
2025-08-12 13F Calton & Associates, Inc. 4,729 357
2025-08-13 13F Cerity Partners LLC 15,351 38.94 1,160 66.67
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 42,477 15.83 3,210 38.12
2025-08-04 13F HBK Sorce Advisory LLC 23,826 0.05 1,801 20.00
2025-08-04 13F Flagship Harbor Advisors, Llc 14,561 91.11 1,101 129.17
2025-08-06 13F Modera Wealth Management, LLC 4,228 0.05 320 19.92
2025-08-13 13F Scotia Capital Inc. 36,666 6.04 2,771 27.23
2025-08-08 13F/A Ignite Planners, LLC 9,711 26.25 721 40.63
2025-07-09 13F Fiduciary Alliance LLC 41,310 9.86 3,122 31.79
2025-07-29 13F Salomon & Ludwin, LLC 1,655 1,738.89 123 2,360.00
2025-08-12 13F Winnow Wealth Llc 502 38
2025-08-12 13F Leigh Baldwin & Co., Llc 4,631 350
2025-08-14 13F Mpwm Advisory Solutions, Llc 27,791 5.98 2,100 27.12
2025-07-18 13F Trilogy Capital Inc. 3,351 253
2025-08-12 13F Accredited Wealth Management, LLC 2,093 0.72 158 21.54
2025-07-23 13F REAP Financial Group, LLC 2,381 0.04 180 20.13
2025-07-21 13F Curran Financial Partners, LLC 4,143 29.63 313 55.72
2025-08-13 13F GeoWealth Management, LLC 22,830 32.13 1,725 58.55
2025-08-05 13F Prosperity Wealth Management, Inc. 3,070 232
2025-07-22 13F Appleton Partners Inc/ma 163,057 10.23 12 33.33
2025-08-12 13F Steward Partners Investment Advisory, Llc 99,027 10.95 7,484 33.10
2025-07-28 13F Mutual Advisors, LLC 120,853 15.93 9,023 32.52
2025-04-14 13F NewSquare Capital LLC 0 0
2025-08-12 13F Laurel Wealth Advisors LLC 4,535,556 7,426.64 60 -98.42
2025-07-22 13F Unique Wealth, Llc 3,555 269
2025-07-14 13F Proathlete Wealth Management Llc 45 3
2025-07-25 13F Clarendon Private LLC 3,061 231
2025-08-14 13F Betterment LLC 2,751 0
2025-08-12 13F BlackRock, Inc. 2,485 493.08 188 619.23
2025-08-08 13F Cetera Investment Advisers 614,539 14.30 46,447 37.13
2025-08-15 13F Captrust Financial Advisors 24,969 15.81 1,887 38.95
2025-08-13 13F Cresset Asset Management, LLC 47,469 3.98 3,588 24.72
2025-07-02 13F Neville Rodie & Shaw Inc 65,144 30.79 5 33.33
2025-07-17 13F Enclave Advisors LLC 296,637 27.85 22,420 53.38
2025-07-15 13F Armis Advisers, LLC 16,713 36.73 1,234 57.20
2025-08-14 13F Toroso Investments, LLC 21,482 1,624
2025-08-14 13F Manufacturers Life Insurance Company, The 4,390 332
2025-07-17 13F Archford Capital Strategies, LLC 4,583 0.07 346 20.14
2025-07-25 13F Sequoia Financial Advisors, LLC 5,338 403
2025-08-04 13F Spire Wealth Management 6,687 0.24 505 20.24
2025-08-05 13F Sage Capital Management, LLC 33,368 2.35 2,522 22.80
2025-08-13 13F Tranquilli Financial Advisor LLC 8,876 671
2025-07-25 13F Hazlett, Burt & Watson, Inc. 810 130.77 0
2025-07-24 13F Baldwin Brothers Inc/ma 2,977 225
2025-07-28 13F SFG Wealth Management, LLC. 10,868 0.18 821 20.20
2025-07-15 13F Missouri Trust & Investment Co 110 8
2025-08-14 13F Stifel Financial Corp 613,237 23.27 46,351 47.89
2025-07-25 13F Cwm, Llc 716,543 0.55 54 22.73
2025-08-14 13F Mercer Global Advisors Inc /adv 5,937 18.65 449 42.22
2025-08-01 13F Corrado Advisors, Llc 45,466 6.24 3,436 27.45
2025-08-14 13F Tudor Investment Corp Et Al 7,265 549
2025-08-06 13F Bensler, LLC 10,270 8.77 776 30.64
2025-08-07 13F Allworth Financial LP 4,635 0.39 350 17.45
2025-08-14 13F Great Valley Advisor Group, Inc. 18,419 12.26 1,392 34.75
2025-08-13 13F Capital Fund Management S.a. 14,100 1,066
2025-07-09 13F Pines Wealth Management, LLC 2,645 201
2025-08-08 13F Kaizen Financial Strategies 8,656 1.30 654 21.56
2025-08-11 13F Aptus Capital Advisors, LLC 4,615 2.60 349 22.97
2025-08-14 13F Abbot Financial Management, Inc. 43,053 5.48 3,254 26.53
2025-08-13 13F Plan Group Financial, LLC 10,897 23.58 824 48.29
2025-08-08 13F Flaharty Asset Management, LLC 51 4
2025-07-31 13F Sage Mountain Advisors LLC 31,512 219.85 2,382 284.03
2025-08-20 13F Forefront Wealth Partners, LLC 31,723 16.16 2,126 23.60
2025-07-16 13F ORG Partners LLC 4,692 5.53 349 23.76
2025-07-22 13F Duncan Williams Asset Management, LLC 6,044 457
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 244,492 88.80 18,512 125.92
2025-08-04 13F JDM Financial Group LLC 270 58.82 20 100.00
2025-08-27 13F/A Brinker Capital Investments, LLC 5,645 23.41 427 47.92
2025-08-07 13F Commerce Bank 7,299 5.04 552 26.09
2025-08-14 13F Federation des caisses Desjardins du Quebec 95,243 110.99 7,198 153.18
2025-07-15 13F tru Independence LLC 3,629 0.11 274 20.18
2025-08-11 13F Alteri Wealth LLC 10,078 2.15 762 22.54
2025-08-14 13F D. E. Shaw & Co., Inc. 18,710 1,414
2025-08-06 13F Golden State Wealth Management, LLC 6,730 7.06 509 28.28
2025-07-22 13F DAVENPORT & Co LLC 3,932 297
2025-08-05 13F Advisors Preferred, LLC 1,296 96
2025-07-22 13F Coastal Investment Advisors, Inc. 245 145.00 19 200.00
2025-08-12 13F CIBC Private Wealth Group, LLC 450 41.51 34 88.89
2025-07-28 13F Moran Wealth Management, LLC 10,905 80.94 824 117.41
2025-08-14 13F Pecaut & Co. 72,954 1.41 5,514 21.65
2025-08-05 13F Prosperity Consulting Group, LLC 14,583 44.34 1,102 73.27
2025-08-12 13F Tradition Wealth Management, LLC 8,830 51.20 667 81.74
2025-08-14 13F Peak6 Llc Call 24,400 313.56 1,844 397.04
2025-08-13 13F Avestar Capital, LLC 125,371 14.46 9,476 37.32
2025-07-16 13F Essex Financial Services, Inc. 21,504 28.36 1,625 54.03
2025-08-14 13F Wells Fargo & Company/mn 3,861,331 4.42 291,839 25.27
2025-08-14 13F DHK Financial Advisors, Inc. 24,001 0.12 1,814 20.13
2025-08-14 13F Susquehanna International Group, Llp Call 80,500 12.27 6,084 34.69
2025-08-12 13F Intellus Advisors LLC 10,955 828
2025-07-22 13F Miracle Mile Advisors, LLC 3,090 234
2025-08-08 13F Parker Investment Management, LLC 272,577 20,601
2025-08-01 13F Banco Santander, S.A. 3,050 231
2025-08-12 13F SRS Capital Advisors, Inc. 44,403 12.31 3,356 34.78
2025-08-13 13F StoneX Group Inc. 11,270 11.71 852 34.02
2025-08-14 13F Financial Engines Advisors L.L.C. 2,701 204
2025-08-14 13F Visionary Wealth Advisors 5,159 0.06 390 20.06
2025-07-18 13F Truist Financial Corp 258,138 0.63 19,510 20.73
2025-08-14 13F Financial Network Wealth Advisors LLC 193 93.00 15 133.33
2025-08-12 13F Gladstone Institutional Advisory LLC 49,823 12.01 3,766 34.37
2025-07-15 13F GSB Wealth Management, LLC 55,053 5.54 4,161 26.60
2025-08-14 13F Modern Wealth Management, LLC 245,253 9.03 18,536 30.80
2025-07-25 13F Endowment Wealth Management, Inc. 4,471 20.64 338 44.64
2025-08-14 13F CoreCap Advisors, LLC 18,814 0.21 1,422 20.22
2025-07-21 13F J2 Capital Management Inc 5,515 417
2025-08-13 13F Cary Street Partners Financial Llc 101,602 7,679
2025-08-14 13F Moneta Group Investment Advisors Llc 4,197 317
2025-07-17 13F Prepared Retirement Institute LLC 7,097 3.77 536 24.65
2025-08-12 13F PKS Advisory Services, LLC 8,886 3.10 672 23.57
2025-08-08 13F POM Investment Strategies, LLC 182 14
2025-08-07 13F Fagan Associates, Inc. 21,750 1,644
2025-08-08 13F Good Life Advisors, LLC 130,049 77.41 9,829 112.84
2025-08-11 13F HighTower Advisors, LLC 348,240 26.75 26,320 52.06
2025-08-08 13F Symphony Financial Services, Inc. 4,506 21.59 341 45.92
2025-07-16 13F Owen LaRue, LLC 5,594 50.74 423 81.12
2025-07-17 13F Guyasuta Investment Advisors Inc 3,825 289
2025-08-12 13F Prudential Plc 393,187 12.92 29,717 35.48
2025-07-29 13F Stephens Inc /ar/ 81,388 7.72 6,151 29.25
2025-08-05 13F Intellectus Partners, LLC 7,860 77.79 594 113.67
2025-05-12 13F Sandy Spring Bank 15 1
2025-07-15 13F Financial Partners Group, Inc 2,707 205
2025-07-24 13F Bernard Wealth Management Corp. 2,990 226
2025-07-31 13F LJI Wealth Management, LLC 3,817 16.84 288 40.49
2025-08-14 13F Private Capital Management, LLC 3,135 237
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 2,900 219
2025-08-14 13F Main Street Financial Solutions, LLC 35,218 9.74 2,662 31.67
2025-08-08 13F Creative Planning 96,682 2.06 7,307 22.46
2025-08-05 13F Tiaa Trust, National Association 3,056 231
2025-08-14 13F Arete Wealth Advisors, LLC 7,364 19.97 1
2025-08-08 13F SBI Securities Co., Ltd. 1,105 0.45 84 20.29
2025-08-04 13F Pinnacle Associates Ltd 309,681 4.72 23,406 25.62
2025-08-14 13F Ausdal Financial Partners, Inc. 4,907 371
2025-08-12 13F J.w. Cole Advisors, Inc. 83,696 0.88 6,326 21.01
2025-07-25 13F Transcendent Capital Group LLC 24,218 1,830
2025-08-05 13F Claro Advisors LLC 5,900 1.27 446 21.25
2025-08-29 13F Total Investment Management Inc 181 14
2025-07-30 13F Phoenix Holdings Ltd. 39,725 3,001
2025-07-18 13F Newman Dignan & Sheerar, Inc. 5,138 388
2025-08-11 13F Aspen Investment Management Inc 5,064 12.18 0
2025-08-06 13F Adviser Investments LLC 4,309 0.14 326 19.93
2025-07-08 13F Parallel Advisors, LLC 31,331 18.35 2,368 42.05
2025-07-30 13F Onyx Bridge Wealth Group LLC 3,229 244
2025-08-12 13F OneAscent Financial Services LLC 15,172 156.63 1
2025-07-23 13F Valmark Advisers, Inc. 5,572 0.05 421 20.29
2025-08-13 13F Colonial Trust Advisors 325 25
2025-08-12 13F Viawealth, Llc 2,754 208
2025-07-22 13F Valeo Financial Advisors, LLC 12,515 205.69 946 267.70
2025-08-12 13F Founders Financial Alliance, LLC 5,024 14.00 380 36.82
2025-08-14 13F Atomi Financial Group, Inc. 7,886 17.68 596 41.23
2025-07-16 13F Signaturefd, Llc 80 166.67 6 500.00
2025-08-06 13F Legacy Wealth Managment, LLC/ID 8,202 25.60 620 50.61
2025-08-14 13F Obsidian Personal Planning Solutions LLC 111,837 1.87 8,453 15.70
2025-08-14 13F Mml Investors Services, Llc 289,337 23.18 22 50.00
2025-08-13 13F Renaissance Technologies Llc 53,200 4,021
2025-08-13 13F Congress Wealth Management LLC / DE / 8,973 0.67 678 20.43
2025-08-07 13F Fountainhead AM, LLC 3,793 6.75 287 28.25
2025-07-11 13F Afg Fiduciary Services Limited Partnership 7,138 47.60 531 73.53
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 13F Evolution Wealth Management Inc. 1,647 124
2025-08-14 13F Aqr Capital Management Llc 4,022 304
2025-08-14 13F Qube Research & Technologies Ltd 160,290 235.12 12,115 302.06
2025-08-01 13F Biltmore Family Office, LLC 1,289 97
2025-08-15 13F Equitable Holdings, Inc. 173,470 22.37 13,111 46.81
2025-07-15 13F Herbst Group, Llc 4,600 348
2025-08-14 13F Alliancebernstein L.p. 6,465 5.98 489 27.08
2025-07-23 13F Kingswood Wealth Advisors, Llc 33,738 8.35 2,550 29.85
2025-08-05 13F Dunhill Financial, LLC 79,217 17.55 5,987 41.10
2025-08-06 13F Atlantic Union Bankshares Corp 15 1
2025-08-11 13F Y.D. More Investments Ltd 7,748 13.97 584 36.77
2025-07-22 13F Ergawealth Advisors, Inc. 8,749 661
2025-08-14 13F Williams Jones Wealth Management, LLC. 29,673 49.71 2,243 79.65
2025-08-08 13F Evolution Wealth Advisors, LLC 3,240 245
2025-08-05 13F Tsfg, Llc 6,050 2.42 0
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 8,295 627
2025-08-12 13F Jacobi Capital Management LLC 15,285 8.88 1,155 30.66
2025-08-11 13F Symphony Financial, Ltd. Co. 60,478 4,571
2025-07-14 13F AdvisorNet Financial, Inc 4,079 2,619.33 308 3,322.22
2025-08-04 13F Daymark Wealth Partners, Llc 17,562 4.32 1,327 25.19
2025-08-05 13F American Institute for Advanced Investment Management, LLP 10,635 3.25 804 23.92
2025-08-04 13F Mayflower Financial Advisors, LLC 22,900 6.33 1,731 27.58
2025-08-04 13F Wealth Management Associates, Inc. 3,952 299
2025-07-16 13F Perigon Wealth Management, LLC 42,221 356.44 3,191 448.28
2025-08-06 13F Savant Capital, LLC 4,322 4.57 327 25.38
2025-07-21 13F Ntv Asset Management Llc 97,212 0.02 7,347 20.01
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 45,740 5.31 3,457 26.35
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 15,379 4.16 1,162 24.95
2025-08-08 13F Avalon Trust Co 475 36
2025-08-29 13F Centaurus Financial, Inc. 13,371 40.67 1
2025-07-10 13F Redhawk Wealth Advisors, Inc. 14,593 1,103
2025-08-11 13F One Capital Management, LLC 17,189 3.97 1,299 24.78
2025-07-16 13F MBE Wealth Management, LLC 2,919 221
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1,520 115
2025-08-11 13F Wealthspire Advisors, LLC 8,912 22.60 674 47.26
2025-08-14 13F Snowden Capital Advisors LLC 23,796 2.12 1,799 22.48
2025-07-09 13F Triumph Capital Management 13,634 31.26 1,030 57.49
2025-08-14 13F CIBC World Markets Inc. 86,560 2.51 6,542 22.99
2025-07-30 13F/A KPP Advisory Services LLC 6,813 11.07 515 33.16
2025-08-08 13F/A Prospect Financial Services LLC 2,917 220
2025-08-13 13F Lido Advisors, LLC 14,756 2.39 1,115 22.93
2025-08-13 13F Rockport Wealth LLC 242,212 71.75 18,306 106.06
2025-08-13 13F SCS Capital Management LLC 25,284 0.95 1,911 21.12
2025-08-14 13F EP Wealth Advisors, Inc. 8,736 98.95 660 139.13
2025-08-13 13F Northwestern Mutual Wealth Management Co 327,325 23.74 24,739 48.45
2025-08-04 13F Pensionmark Financial Group, Llc 4,252 8.41 321 29.96
2025-08-04 13F Arkadios Wealth Advisors 155,155 15.84 11,727 38.98
2025-08-13 13F Mount Yale Investment Advisors, LLC 453 34
2025-07-14 13F Sowell Financial Services LLC 26,288 20.58 1,987 44.65
2025-07-17 13F Janney Montgomery Scott LLC 341,479 8.87 26 31.58
2025-08-14 13F Advisor OS, LLC 3,489 264
2025-08-18 13F Geneos Wealth Management Inc. 20,401 19.38 1,542 43.22
2025-08-13 13F Kilter Group LLC 137 10
2025-07-10 13F Focus Financial Network, Inc. 6,905 32.61 522 58.84
2025-08-14 13F Comerica Bank 81,605 10.03 6,168 32.00
2025-08-08 13F Omega Financial Group, LLC 3,631 274
2025-07-14 13F Narus Financial Partners, LLC 3,176 240
2025-08-07 13F Investment Management Corp /va/ /adv 11,243 48.76 850 78.36
2025-09-04 13F/A Advisor Group Holdings, Inc. 660,905 15.49 49,936 38.46
2025-07-29 13F Balboa Wealth Partners 6,465 12.95 489 35.56
2025-07-30 13F WESPAC Advisors SoCal, LLC 90,881 103.94 6,869 144.67
2025-07-31 13F Trademark Financial Management, LLC 6,523 493
2025-08-13 13F Brown Advisory Inc 4,563 37.56 345 65.38
2025-07-25 13F We Are One Seven, LLC 45,954 52.41 3,473 82.89
2025-07-08 13F IAM Advisory, LLC 107,663 21.25 8,137 45.49
2025-05-15 13F/A Orion Portfolio Solutions, LLC 4,574 4.60 288 3.97
2025-04-15 13F Noble Wealth Management PBC 725 26.09 46 25.00
2025-08-05 13F Mountain Hill Investment Partners Corp. 231 17
2025-07-25 13F RoundAngle Advisors LLC 10,812 3.61 817 24.35
2025-07-15 13F Signet Financial Management, Llc 3,456 5.17 261 26.09
2025-08-14 13F Gotham Asset Management, LLC 12,215 1.41 923 21.77
2025-07-25 13F Johnson Investment Counsel Inc 5,302 2.06 401 22.32
2025-08-13 13F Fisher Asset Management, LLC 3,075 232
2025-08-12 13F NWF Advisory Services Inc. 3,981 251
2025-08-11 13F/A Purus Wealth Management, LLC 29,479 2.24 2,228 22.69
2025-07-16 13F RWM Asset Management, LLC 154,823 8.07 11,702 29.65
2025-08-18 13F Front Row Advisors LLC 2,316 1.31 175 21.53
2025-08-05 13F Sigma Planning Corp 99,998 3.52 7,558 24.19
2025-08-13 13F Smith, Moore & Co. 25,642 8.45 1,938 30.15
2025-08-13 13F Financial Freedom, LLC 1,791 0.11 135 20.54
2025-08-14 13F Sargent Investment Group, LLC 199,181 2.90 14,548 19.30
2025-07-30 NP ENDW - Cambria Endowment Style ETF 101 7
2025-07-16 13F Magnus Financial Group LLC 17,904 77.71 1,353 113.41
2025-08-14 13F Glenmede Investment Management, LP 8,818 666
2025-08-19 13F Advisory Services Network, LLC 15,469 20.05 1,124 38.59
2025-07-17 13F Global Trust Asset Management, LLC 9,840 25.59 744 50.71
2025-07-15 13F Traction Financial Partners, LLC 3,707 280
2025-07-24 13F Aurora Private Wealth, Inc. 6,739 14.28 1
2025-08-01 13F Wealth Watch Advisors, INC 2,696 204
2025-07-14 13F Rooted Wealth Advisors, Inc. 43,425 14.76 3,152 44.74
2025-08-08 13F Fusion Capital, LLC 2,677 202
2025-07-23 13F Vontobel Holding Ltd. 33,850 12.80 2,558 35.34
2025-07-18 13F Marks Wealth, LLC 246,900 18,661
2025-07-25 13F Apollon Financial, LLC 26,177 19.75 1,978 43.65
2025-08-13 13F Balance Wealth, LLC 8,006 1.41 605 21.73
2025-08-14 13F Quantinno Capital Management LP 3,176 240
2025-07-07 13F O'Connor Financial Group LLC 78,658 19.76 5,973 44.36
2025-08-06 13F Legacy Investment Solutions, LLC 8,202 40.11 620 52.46
2025-08-08 13F Larson Financial Group LLC 6,364 6.80 481 28.00
2025-05-19 13F Heck Capital Advisors, LLC 0 0
2025-08-07 13F Private Advisory Group LLC 19,541 1,477
2025-08-04 13F Horizon Wealth Management, LLC 14,281 1,079
2025-07-28 13F Kiker Wealth Management, LLC 100,945 42.30 7,629 70.71
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 529,578 19.04 40 42.86
2025-08-15 13F Kestra Advisory Services, LLC 300,065 0.29 22,679 20.31
2025-07-24 13F WMG Financial Advisors, LLC 3,624 7.19 274 28.17
2025-07-29 13F Stratos Wealth Partners, LTD. 82,451 46.18 6,232 75.37
2025-08-04 13F Hantz Financial Services, Inc. 26 0
2025-08-07 13F Roberts Glore & Co Inc /il/ 2,925 221
2025-08-07 13F Efficient Advisors, LLC 8,921 42.19 674 70.63
2025-08-11 13F Plotkin Financial Advisors, LLC 115,237 0.10 8,710 20.09
2025-08-05 13F Simplex Trading, Llc 3,919 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 11,823 785.62 894 963.10
2025-08-14 13F Integrity Wealth Advisors, Inc. 33,024 351.02 2,496 441.43
2025-08-14 13F Citadel Advisors Llc Call 107,900 48.21 8,155 77.82
2025-07-18 13F Centricity Wealth Management, LLC 3,821 8.37 289 29.73
2025-08-14 13F Citadel Advisors Llc 14,991 64.39 1,133 97.39
2025-07-24 13F Blair William & Co/il 63,970 6.28 4,835 27.51
2025-08-13 13F Beacon Pointe Advisors, LLC 30,474 2.23 2,303 22.70
2025-07-25 13F Ellis Investment Partners, LLC 16,030 0.67 1,212 20.74
2025-08-08 13F Hartland & Co., LLC 1,186 2,137.74 90 2,866.67
2025-08-07 13F PCG Wealth Advisors, LLC 42,120 3.54 3,183 24.24
2025-07-17 13F Keystone Global Partners, LLC 96 7
2025-08-01 13F Transcend Wealth Collective, Llc 3,168 239
2025-07-29 13F Crux Wealth Advisors 2,697 204
2025-07-22 13F Clarius Group, LLC 16,533 0.12 1,250 20.10
2025-08-14 13F Barometer Capital Management Inc. 6,000 453
2025-07-22 13F Macroview Investment Management Llc 3,173 240
2025-07-22 13F Kickstand Ventures, Llc. 6,044 4.97 457 25.97
2025-08-15 13F CI Private Wealth, LLC 16,856 191.63 1,274 250.00
2025-08-08 13F New England Capital Financial Advisors LLC 389 0.26 29 20.83
2025-08-18 13F Wolverine Trading, Llc 3,545 264
2025-08-13 13F Jones Financial Companies Lllp 133,301 90.63 9,944 124.42
2025-08-14 13F Bank Of America Corp /de/ Put 25,000 1,890
2025-07-24 13F IFP Advisors, Inc 26,584 9.48 2,010 31.39
2025-08-14 13F Bank Of America Corp /de/ 7,788,366 7.17 588,645 28.57
2025-08-18 13F Wolverine Trading, Llc Call 7,700 574
2025-08-18 13F Wolverine Trading, Llc Put 2,900 216
2025-08-14 13F Group One Trading, L.p. 2,468 187
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 17,282 1,306
2025-08-14 13F Royal Bank Of Canada 2,296,382 20.13 173,561 44.12
2025-08-26 13F/A Thrivent Financial For Lutherans 20,478 2.61 2 0.00
2025-07-18 13F Institute for Wealth Management, LLC. 26,167 2.19 1,978 22.57
2025-07-21 13F Clarity Capital Partners LLC 3,002 227
2025-08-11 13F TD Waterhouse Canada Inc. 91,625 902.24 6,813 1,072.46
2025-08-14 13F Jane Street Group, Llc Call 3,300 249
2025-08-08 13F Kingsview Wealth Management, LLC 42,796 6.79 3,234 28.13
2025-07-16 13F Maridea Wealth Management LLC 6,067 459
2025-08-12 13F Gitterman Wealth Management, LLC 3,991 5.14 302 25.94
2025-08-12 13F Wealthbridge Capital Management, Llc 16,033 3.89 1,212 24.59
2025-07-22 13F Merit Financial Group, LLC 12,850 108.43 971 150.26
2025-07-22 13F FFG Partners, LLC 7,829 1.71 592 22.11
2025-07-31 13F FSM Wealth Advisors, LLC 9,680 733
2025-08-11 13F Bulltick Wealth Management, LLC 3,534 4.84 267 25.94
2025-08-13 13F ExodusPoint Capital Management, LP 2,669 0
2025-08-13 13F Mayfair Advisory Group, LLC 3,099 220
2025-07-01 13F Harbor Investment Advisory, Llc 15,744 2.71 1,190 23.21
2025-08-14 13F UBS Group AG 5,564,735 2.77 420,583 23.29
2025-07-29 13F DeDora Capital, Inc. 12,560 5.59 949 26.70
2025-07-28 13F Private Wealth Asset Management, LLC 23,185 3,054.42 1,752 3,708.70
2025-07-28 13F Axxcess Wealth Management, Llc 653,877 6.87 49,420 28.21
2025-08-13 13F Riverview Capital Advisers, LLC 2,669 202
2025-07-24 13F Williams & Novak, LLC 12,210 923
2025-08-06 13F Prospera Financial Services Inc 107,879 49.79 8,162 79.74
2025-08-07 13F Midwest Trust Co 10,625 803
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 17,907 1,353
2025-07-31 13F Moloney Securities Asset Management, LLC 11,834 0.04 894 20.00
2025-08-06 13F Moors & Cabot, Inc. 44,698 2.70 3,378 23.19
2025-08-12 13F One Charles Private Wealth Services, LLC 2,781 210
2025-07-17 13F Venture Visionary Partners LLC 3,007 227
2025-08-14 13F Raymond James Financial Inc 2,043,480 4.07 154,446 24.85
2025-08-12 13F Sfmg, Llc 40,531 0.57 3,063 20.64
2025-08-13 13F Capital Analysts, Inc. 2,798 0.04 0
2025-07-17 13F Emerald Advisors, LLC 18,443 3.00 1,394 23.49
2025-08-15 13F Keel Point, LLC 2,978 225
2025-08-12 13F Change Path, LLC 4,598 37.75 348 65.24
2025-07-28 13F Harbour Investments, Inc. 51,766 5.37 3,912 26.44
2025-07-28 13F BRYN MAWR TRUST Co 736 56
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 112,647 2.30 8,514 22.72
2025-07-14 13F Kfg Wealth Management, Llc 6,402 1.07 484 21.05
2025-07-07 13F Capital Asset Advisory Services LLC 657,869 7.20 48,959 23.78
2025-07-08 13F Goldstone Financial Group, LLC 12,379 13.16 940 36.28
2025-08-04 13F IFG Advisory, LLC 6,568 0.44 496 20.68
2025-08-13 13F Capital Fund Management S.a. Call 37,500 253.77 2,834 324.89
2025-08-08 13F Avantax Advisory Services, Inc. 112,936 15.86 8,536 39.01
2025-07-29 13F Private Trust Co Na 4,115 48.82 311 78.74
2025-08-13 13F Capital Fund Management S.a. Put 37,000 198.39 2,796 258.00
2025-08-12 13F Richmond Investment Services, LLC 14,427 44.72 1,090 73.57
2025-08-14 13F Glen Eagle Advisors, LLC 7,319 2.59 553 23.16
2025-07-03 13F TrueWealth Advisors, LLC 4,212 0.57 318 20.91
2025-07-24 13F Us Bancorp \de\ 45,642 46.74 3,450 76.06
2025-08-08 13F Accredited Investors Inc. 2,830 214
2025-08-13 13F Gateway Wealth Partners, LLC 36,845 0.77 2,785 20.89
2025-08-11 13F United Advisor Group, LLC 8,439 1.02 638 21.10
2025-08-13 13F First Trust Advisors Lp 946,172 14.86 71,562 37.84
2025-08-15 13F Morgan Stanley 12,333,143 5.28 932,139 26.31
2025-08-12 13F MAI Capital Management 8,536 1.56 645 21.93
2025-08-07 13F Resources Investment Advisors, LLC. 23,422 0.66 1,770 20.82
2025-08-04 13F Quaker Wealth Management, LLC 91,798 6,938
2025-08-14 13F Colony Group, LLC 34,391 318.43 2,599 402.71
2025-08-13 13F Russell Investments Group, Ltd. 1,185 30.94 90 56.14
2025-08-13 13F Baird Financial Group, Inc. 89,170 6.20 6,739 27.42
2025-08-12 13F Ameritas Investment Partners, Inc. 7,660 0.22 579 20.17
2025-08-13 13F Ally Invest Advisors Inc. 4,599 4.12 348 24.82
2025-08-14 13F Warren Averett Asset Management, LLC 79,923 0.11 6,041 20.10
2025-08-11 13F Private Advisor Group, LLC 497,903 8.46 37,632 30.12
2025-04-25 13F Smallwood Wealth Investment Management, LLC 385 24
2025-08-14 13F Frisch Financial Group, Inc. 86,442 0.72 7 20.00
2025-08-18 13F Hollencrest Capital Management 379 29
2025-08-12 13F Concentrum Wealth Management 80,623 3.33 6,093 23.97
2025-08-14 13F Ameriprise Financial Inc 1,384,855 5.43 104,643 26.46
2025-07-22 13F Beacon Financial Advisory LLC 16,629 7.01 1,257 28.29
2025-07-31 13F Buckingham Strategic Partners 10,464 13.31 791 35.97
2025-08-04 13F Assetmark, Inc 50,244 7.54 3,797 29.02
2025-07-11 13F Farther Finance Advisors, LLC 8,382 38.16 633 64.42
2025-08-12 13F Allen Capital Group, LLC 3,127 236
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,672 126
2025-08-14 13F Fortress Private Ledger, Llc 2,729 206
2025-08-13 13F Crescent Grove Advisors, LLC 34,247 5.16 2,588 26.18
2025-07-09 13F Dynamic Advisor Solutions LLC 15,425 2.58 1,166 23.02
2025-07-18 13F SOA Wealth Advisors, LLC. 27 2
2025-07-21 13F River Street Advisors LLC 10,570 9.03 799 30.82
2025-08-07 13F PFG Advisors 22,769 6.37 1,721 27.60
2025-07-25 13F Concurrent Investment Advisors, LLC 38,742 66.94 2,928 100.21
2025-08-14 13F Sunbelt Securities, Inc. 20,051 3.28 1,272 4.01
2025-08-14 13F/A Skopos Labs, Inc. 523 40
2025-08-14 13F Coastal Bridge Advisors, LLC 19,393 30.74 1,466 56.85
2025-07-31 13F Wealthfront Advisers Llc 52,641 10.50 3,979 32.56
2025-07-11 13F SILVER OAK SECURITIES, Inc 4,654 352
2025-07-10 13F Sovran Advisors, LLC 30,996 20.58 2,346 47.76
2025-08-05 13F Bank Of Montreal /can/ 44,401 55.41 3,356 86.49
2025-07-17 13F Sound Income Strategies, LLC 292 22
2025-08-15 13F Northeast Financial Consultants Inc 15,867 92.42 1,199 131.02
2025-07-18 13F PFG Investments, LLC 17,211 5.11 1,301 26.09
2025-07-10 13F Global Financial Private Client, LLC 10,926 0.75 826 20.79
2025-08-12 13F Quadcap Wealth Management, LLC 2,694 204
2025-08-13 13F Solutions 4 Wealth, Ltd 8,657 9.07 654 30.80
2025-08-08 13F Meridian Wealth Management, LLC 79,508 14.72 6,009 37.63
2025-08-05 13F Huntington National Bank 145 281.58
2025-08-08 13F Emerald Investment Partners, Llc 1,836 0.05 139 20.00
2025-08-14 13F Ieq Capital, Llc 5,854 15.06 442 38.13
2025-07-16 13F Castleview Partners, Llc 6,710 12.19 507 34.84
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