Grundlæggende statistik
| Institutionelle ejere | 178 total, 178 long only, 0 short only, 0 long/short - change of -1,65% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4346 % - change of 6,37% MRQ |
| Institutionelle aktier (lange) | 22.734.300 (ex 13D/G) - change of -2,14MM shares -8,61% MRQ |
| Institutionel værdi (lang) | $ 508.304 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco BulletShares 2025 High Yield Corporate Bond ETF (US:BSJP) har 178 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,734,300 aktier. Største aktionærer omfatter Mirador Capital Partners LP, LPL Financial LLC, Milestone Asset Management, Llc, Cetera Investment Advisers, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Delta Investment Management, LLC, United Capital Financial Advisers, Llc, and Advisory Alpha, LLC .
Invesco BulletShares 2025 High Yield Corporate Bond ETF (NasdaqGM:BSJP) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 23,10 / share. Previously, on September 16, 2024, the share price was 23,15 / share. This represents a decline of 0,19% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 38.127 | -0,31 | 880 | -0,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.263 | 1.009,96 | 329 | 1.034,48 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39.116 | 3,97 | 902 | 4,04 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172.852 | 0,83 | 3.988 | 0,91 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.754 | 49,40 | 40 | 48,15 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22.052 | -28,44 | 509 | -28,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 355.765 | -5,64 | 8.207 | -5,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 615.461 | -31,66 | 14.199 | -31,60 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21.646 | 50,59 | 499 | 50,76 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13.141 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.266 | 0,64 | 98 | 1,03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45.330 | -2,43 | 1.046 | -2,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29.317 | 0,00 | 676 | 0,15 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18.348 | -78,95 | 423 | -78,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381.450 | 24,21 | 8.801 | 24,31 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 61.070 | -1,46 | 1.409 | -1,40 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 41.461 | -40,90 | 956 | -40,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.136.499 | -17,65 | 26.219 | -17,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 11.228 | -1,47 | 259 | -1,15 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.707 | -55,96 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 12.100 | 0,00 | 280 | 0,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 109.736 | -1,94 | 2.532 | -1,94 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 115.610 | -2,44 | 2.391 | -2,45 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 148.735 | -1,45 | 3.431 | -1,35 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 9.638 | -40,63 | 222 | -40,64 | ||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 186.675 | -37,85 | 4.307 | -37,80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6.178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.420 | 1,83 | 356 | 1,72 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 24.800 | 0,00 | 572 | 0,00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30.055 | 693 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16.350 | 0,76 | 377 | 0,80 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46.267 | -14,85 | 1.067 | -14,78 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 431.407 | 0,00 | 9.944 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4.285 | -93,09 | 99 | -93,16 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 4.962 | -4,49 | 114 | -4,20 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16.538 | 17,88 | 382 | 17,96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102.710 | 0,70 | 2.370 | 0,77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500.895 | 12,62 | 11.556 | 12,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36.786 | -88,77 | 849 | -88,77 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32.505 | 2,48 | 750 | 2,46 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34.646 | 0,99 | 799 | 1,14 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 80.329 | -0,62 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 151.390 | -4,14 | 3.493 | -4,07 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 9.060 | 0,00 | 209 | 0,48 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 156.260 | -7,26 | 3.605 | -7,19 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1.586.241 | 22,71 | 36.595 | 22,82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15.913 | 5,45 | 367 | 5,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.099 | 95,26 | 48 | 100,00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 166 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23.312 | 19,46 | 538 | 19,60 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.892 | 0,00 | 159 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55.384 | 17,30 | 1.278 | 17,37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11.255 | -54,86 | 260 | -54,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20.946 | -3,56 | 483 | -3,40 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10.587 | 10,73 | 244 | 10,91 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 100.318 | -0,87 | 2.314 | -0,77 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16.860 | -6,53 | 389 | -6,73 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33.672 | 0,00 | 777 | 0,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94.963 | 9,59 | 2.191 | 9,66 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492.654 | 3,09 | 11.363 | 3,08 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47.115 | -13,01 | 1.087 | -12,98 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31.285 | 0,15 | 722 | 0,56 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 17.135 | -2,59 | 395 | -2,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64.492 | -2,85 | 1.488 | -2,81 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19.522 | 0,79 | 450 | 0,90 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 345.052 | -47,36 | 7.960 | -47,32 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5.568 | 0,00 | 128 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12.012 | -42,10 | 277 | -42,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 700.261 | -6,57 | 16.155 | -6,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32.587 | -2,93 | 752 | -2,85 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 120.448 | -7,31 | 2.779 | -7,25 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13.434 | 0,23 | 310 | 0,32 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75.348 | 2,76 | 1.738 | 2,84 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 85.500 | -0,15 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116.538 | -16,29 | 2.689 | -16,24 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2.389.222 | 4,85 | 55.119 | 4,94 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.347 | 1,14 | 100 | 1,01 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 232.428 | -2,39 | 5.362 | -2,30 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 11.338 | 0,00 | 262 | 0,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1.550 | 0,00 | 36 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21.710 | 501 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 40.729 | -28,26 | 940 | -28,21 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 32.866 | -5,64 | 1 | |||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 89.226 | -0,06 | 2.058 | 0,05 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108.354 | 0,84 | 2.500 | 0,93 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 71.123 | -40,24 | 1.641 | -40,21 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 102 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489.692 | 11.297 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.082 | -60,93 | 233 | -60,94 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54.756 | 20,26 | 1.263 | 20,40 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 116.223 | -75,61 | 2.681 | -75,59 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1.085 | 0,00 | 25 | 0,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 536.036 | -6,97 | 12.366 | -6,89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249.649 | 0,88 | 6 | 0,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30.438 | 1,16 | 702 | 1,30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110.275 | 19,08 | 2.544 | 19,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33.877 | 782 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233.139 | 2,10 | 5.379 | 2,01 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10.000 | 231 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 44.200 | -5,83 | 1.020 | -5,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 189.490 | -29,52 | 4.372 | -29,45 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 3.972 | -99,17 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.481 | -7,15 | 449 | -7,04 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291.035 | 1,85 | 6.714 | 1,94 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 13.902 | 0,00 | 321 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.900 | -64,42 | 67 | -64,71 | ||||
| 2025-04-23 | NP | IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21.201 | -4,35 | 489 | -4,12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.023 | 17,90 | 416 | 17,90 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17.668 | 20,84 | 408 | 20,77 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.509 | 0,00 | 35 | 0,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 157.587 | -4,25 | 3.636 | -4,17 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9.207 | 1,40 | 212 | 1,44 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14.082 | 9,75 | 325 | 9,83 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 622 | 0,00 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 45.122 | -1,40 | 1.041 | -1,23 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16.457 | -25,21 | 379 | -25,25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 28.371 | -8,07 | 655 | -8,02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159.828 | 16,25 | 3.687 | 16,38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 34.789 | -1,95 | 803 | -1,84 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411.444 | 16,45 | 9.492 | 16,55 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 45.937 | -0,54 | 1.060 | -0,47 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11.690 | 15,64 | 270 | 15,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21.518 | -1,56 | 496 | -1,39 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 22.213 | -3,35 | 512 | -3,21 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2.757 | 0,00 | 64 | 0,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1.965 | -57,20 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 82.883 | -49,15 | 1.912 | -49,11 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1.833 | 0,00 | 42 | 0,00 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73.467 | 4,40 | 1.695 | 4,44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.046 | 0,00 | 47 | 0,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51.303 | 0,71 | 1.184 | 0,77 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25.407 | -16,85 | 586 | -16,76 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206.218 | 4.757 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130.017 | 5,54 | 2.998 | 5,64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14.766,67 | 21 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 66.419 | -2,27 | 1.532 | -2,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.503 | 12,66 | 358 | 12,62 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 285 | 0,00 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 532.012 | -4,02 | 12.274 | -3,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243.663 | 2,45 | 5.621 | 2,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105.633 | -9,53 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13.881 | -62,04 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 669 | 0,00 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1,24 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 59.366 | 3,79 | 1.370 | 3,87 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1.718 | 0,00 | 40 | 0,00 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 16.665 | -0,81 | 384 | -0,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15.015 | -42,88 | 347 | -42,81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 69.407 | -4,18 | 1.601 | -4,07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.916 | 0,00 | 90 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.029 | 301 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173.075 | 4,57 | 3.993 | 4,64 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 135.250 | -32,61 | 3.126 | -32,43 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391.995 | -8,19 | 9.043 | -8,11 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 18.408 | -2,89 | 425 | -2,75 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21.885 | 7,89 | 505 | 7,92 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17.186 | 0,37 | 396 | 0,51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 479.398 | -29,89 | 11.060 | -29,83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 93.718 | -15,38 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 156.528 | -9,07 | 3.611 | -8,97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10.500 | -3,67 | 242 | -3,59 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109.015 | 0,80 | 2.515 | 0,88 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 34.194 | -1,31 | 789 | -1,25 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 996.877 | -7,50 | 22.998 | -7,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 986 | 0,00 | 23 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20.709 | -77,91 | 478 | -77,92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.872.901 | -3,54 | 43.208 | -3,46 | ||||
| 2025-04-16 | 13F | Sterling Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65.038 | 429,11 | 1.500 | 430,04 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6.543 | -25,19 | 151 | -25,37 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66.398 | 0,51 | 1.532 | 0,59 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26.017 | 0,00 | 600 | 0,17 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9.594 | 221 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 312.153 | -0,10 | 7.201 | -0,01 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17.480 | 0,74 | 403 | 1,00 |
