Grundlæggende statistik
| Institutionelle ejere | 309 total, 308 long only, 0 short only, 1 long/short - change of 6,19% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5997 % - change of -5,10% MRQ |
| Institutionelle aktier (lange) | 62.514.981 (ex 13D/G) - change of 4,70MM shares 8,13% MRQ |
| Institutionel værdi (lang) | $ 2.528.820 USD ($1000) |
Institutionelt ejerskab og aktionærer
Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (US:DIVO) har 309 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 62,514,981 aktier. Største aktionærer omfatter Raymond James Financial Inc, LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, Retirement Planning Group, Envestnet Asset Management Inc, HighTower Advisors, LLC, Morgan Stanley, Janney Montgomery Scott LLC, UBS Group AG, and Royal Bank Of Canada .
Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF (ARCA:DIVO) 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 8, 2025 is 43,56 / share. Previously, on September 9, 2024, the share price was 39,94 / share. This represents an increase of 9,06% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.835 | 206 | ||||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14.360 | 0,39 | 585 | -3,15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 109.074 | 15,39 | 4.641 | 20,45 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5.117 | 0,00 | 218 | 4,33 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 12.227 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.092.562 | 56,35 | 89.038 | 63,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5.454 | 4,92 | 232 | 9,95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1.112 | 33,65 | 47 | 42,42 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 356 | 0,00 | 15 | 7,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9.601 | 33,85 | 409 | 39,73 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 830.912 | 103,76 | 35.355 | 112,66 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2.130 | 0,00 | 91 | 4,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23.507 | 8,11 | 1.000 | 12,87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41.787 | 5,33 | 1.778 | 9,96 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 147.569 | -3,78 | 6.279 | 0,43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19.182 | 7,01 | 816 | 11,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 345.989 | 0,00 | 15 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 661 | 1,23 | 28 | 7,69 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85.363 | 3.632 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 20.309 | 864 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 339.637 | 6,79 | 14.452 | 11,45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7.485 | -3,85 | 305 | -3,17 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 198 | 8 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 289.908 | 0,01 | 12.336 | 4,38 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 70.212 | 124,71 | 3.003 | 135,82 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 27.191 | 1.157 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 34.266 | 4,57 | 1.458 | 9,13 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18.050 | 30,44 | 768 | 36,17 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 21.036 | -0,38 | 895 | 4,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.697 | 17,06 | 455 | 22,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 630.755 | 8,07 | 26.839 | 12,78 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 275 | 0,00 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 125.545 | -62,26 | 5.387 | -60,34 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12.674 | -3,02 | 539 | 1,32 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 5.364 | 0,83 | 228 | 6,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 375 | 36,36 | 16 | 36,36 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 148.948 | -14,13 | 6.338 | -10,38 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 92.596 | 1,19 | 3.940 | 5,60 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 46.408 | 24,56 | 1.975 | 30,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 362.453 | 4,68 | 15.422 | 9,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3.512 | 0,06 | 149 | 4,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41.200 | 5,67 | 1.753 | 10,32 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81.354 | 11,16 | 3.462 | 16,02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 299.115 | 3,92 | 12.734 | 8,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.508.863 | 11,33 | 64.203 | 16,19 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 374.321 | -3,97 | 15.927 | 0,23 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 416.213 | -0,19 | 17.710 | 4,17 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5.217 | -28,92 | 222 | -26,82 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5.211 | -1,94 | 222 | 2,31 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6.853 | -9,86 | 292 | -5,83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12.144 | -2,07 | 517 | 2,18 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 12.721 | -8,47 | 541 | -4,42 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 4.751 | -27,66 | 202 | -24,34 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8.840 | -72,61 | 376 | -71,41 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8.400 | 21,14 | 358 | 26,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.254 | 18,13 | 479 | 23,20 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 506 | 0 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 897.755 | 4,25 | 38.199 | 8,80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 604 | 51,00 | 26 | 56,25 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20.240 | 1,18 | 861 | 5,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92.491 | 7,68 | 3.935 | 12,40 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 575 | 25 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 14.040 | 8,79 | 597 | 13,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8.673 | 8,07 | 370 | 12,84 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.409 | 1,51 | 497 | 6,21 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 5.959 | 254 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7.377 | 314 | ||||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 459 | 0 | ||||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12.293 | 4,16 | 523 | 8,73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 175.339 | 6,09 | 7.461 | 10,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 145.863 | -2,11 | 6.206 | 2,17 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 246.945 | 1,36 | 10.508 | 5,79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10.009 | 1,95 | 426 | 6,25 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 192.203 | -1,47 | 8.178 | 2,84 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28.420 | 1.209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 87.737 | 3,57 | 3.733 | 8,11 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 33.990 | -2,31 | 1.446 | 1,97 | ||||
| 2025-05-15 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 349.745 | 0,85 | 14.882 | 5,25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 500 | 0,00 | 21 | 5,00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 138.402 | 19,88 | 5.889 | 29,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14.411.863 | -0,80 | 613.225 | 3,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 148.456 | 16,04 | 6.317 | 21,11 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6.861 | -1,56 | 292 | 2,46 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 73.823 | -4,64 | 3.141 | -0,48 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 400 | 0,00 | 16 | 0,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 220.347 | -2,19 | 9.376 | 2,08 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 14.610 | -0,01 | 622 | 4,37 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 301.714 | 110,53 | 12.838 | 119,74 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 82.595 | -3,46 | 3.514 | 0,77 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 63.404 | -4,48 | 2.698 | -0,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.166 | -2,45 | 220 | 1,86 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 60.383 | 1,58 | 2.569 | 6,03 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2.704.229 | 1,65 | 115.065 | 6,09 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 325 | 0,00 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9.856 | 30,91 | 419 | 36,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 202.083 | 8.599 | ||||||
| 2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 26 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 76.886 | 3.271 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 106.336 | -0,07 | 4.525 | 4,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5.591 | 240 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 475.801 | 12,05 | 20.245 | 16,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 220 | 0,92 | 9 | 12,50 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 75.027 | 7,72 | 3.192 | 12,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15.824 | -32,84 | 673 | -29,90 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 14.240 | 0,12 | 606 | 4,49 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 99.412 | 1,60 | 4.230 | 6,02 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 37.995 | -6,31 | 1.624 | -1,69 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7.088 | 5,84 | 302 | 10,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 156 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5.509 | 0,73 | 234 | 5,41 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31.325 | 4,99 | 1.333 | 9,54 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.578 | 6,88 | 493 | 12,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 281.149 | 7,43 | 12 | 10,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 6.090 | 0,98 | 259 | 5,71 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7.503 | 13,00 | 321 | 18,52 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 70.973 | 6,69 | 3.051 | 12,50 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 200 | 9 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.586 | 0,57 | 67 | 4,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139.967 | 29,96 | 5.956 | 35,65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 45.156 | -36,17 | 1.921 | -33,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13.835 | 45,46 | 584 | 52,48 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 44.167 | 5,03 | 1.879 | 9,63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 69.849 | -4,10 | 2.972 | 0,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.270 | -4,35 | 565 | -0,18 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 7.220 | 0,00 | 307 | 4,42 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 581 | 0,00 | 25 | 4,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.512.313 | -3,53 | 64.349 | 0,68 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 281.490 | -1,44 | 11.977 | 2,86 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 26.897 | 0,06 | 1.144 | 4,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.627.311 | 7,22 | 281.992 | 11,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 552 | 1,10 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 17.781 | 725 | ||||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75.262 | 7,18 | 3.202 | 11,88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 170.928 | 5,79 | 7.273 | 10,53 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14.410 | -0,72 | 613 | 3,72 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 255.599 | 89,78 | 10.876 | 98,05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 21.740 | -25,52 | 925 | -22,27 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.149.013 | 14,95 | 48.890 | 19,97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 31.022 | 6,57 | 1.320 | 11,21 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 463.733 | 1,51 | 19.732 | 5,94 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 82.130 | 3,99 | 3.495 | 8,54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 88.343 | 16,98 | 3.759 | 22,09 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 90.734 | -17,89 | 3.861 | -14,32 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 702.425 | 2,54 | 29.888 | 7,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37.633 | 21,42 | 1.601 | 27,67 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 155.596 | 0,83 | 6.621 | 5,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 47.092 | 14,45 | 2.004 | 19,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7.600 | 100,00 | 323 | 109,74 | |||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17.854 | 760 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 78.201 | 32,03 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 5.410 | 3,22 | 230 | 7,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26.500 | 227,16 | 1.128 | 241,52 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 890.916 | 12,10 | 37.908 | 16,99 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 60.545 | 10,37 | 2.576 | 15,21 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 120.128 | -4,54 | 5.111 | -0,37 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96.459 | 10,17 | 4.104 | 14,99 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 114.886 | 20,78 | 4.888 | 26,04 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10.644 | -5,96 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 24.389 | 42,12 | 1.038 | 48,35 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9.755 | 0,00 | 415 | 4,53 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5.105 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11.734 | -33,48 | 499 | -30,60 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 554.785 | 3,60 | 23.606 | 8,13 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 24.365 | 1,92 | 1.037 | 6,37 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 21.965 | -0,25 | 935 | 4,12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.521 | 0,40 | 64 | 4,92 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 120 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 940 | 0,00 | 40 | 2,63 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9.524 | 3,87 | 405 | 8,58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10.311 | -5,34 | 439 | -1,35 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 44.045 | 11,71 | 1.874 | 16,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 17.946 | 264,31 | 764 | 281,50 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 31.075 | 1.322 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2.757 | 117 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 106.015 | 4,35 | 4.511 | 8,91 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 222.231 | 2,40 | 9.456 | 6,87 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 27.087 | -6,74 | 1.153 | -2,70 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.878 | 208 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 247.739 | 17,09 | 10.541 | 22,20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78.092 | 4,33 | 3.323 | 8,88 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 68.214 | 29,32 | 2.903 | 34,98 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 38.079 | 0,90 | 1.620 | 5,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24.986 | 4,32 | 1.063 | 8,91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15.884 | -3,74 | 676 | 1,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 43.844 | -12,74 | 1.866 | -6,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 26 | 0,00 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 19.948 | 0,71 | 849 | 5,08 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 85.562 | -1,18 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 22.100 | -3,49 | 940 | 0,75 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20.677 | -1,47 | 880 | 2,81 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 27.962 | 0,00 | 1.190 | 4,30 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 12.478 | -21,28 | 531 | -17,96 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 260 | 1,17 | 11 | 10,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18.417 | 20,71 | 784 | 25,88 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 56.178 | -63,71 | 2.390 | -62,13 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 376 | 0,00 | 16 | 6,67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5.288 | 225 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 7.241 | 15,89 | 308 | 22,22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6.377 | -3,57 | 271 | 0,74 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16.329 | 10,20 | 695 | 14,90 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 42.591 | 1,08 | 1.812 | 5,53 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 13.477 | 14,74 | 573 | 19,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 794.572 | 2,04 | 33.810 | 6,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 188 | 1,08 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19.686 | 838 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 139 | 6 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 9.967 | -6,99 | 424 | -2,75 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1.100 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5.519 | -79,66 | 235 | -78,84 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.966 | -8,14 | 382 | -4,03 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 76.855 | -1,38 | 3.265 | 3,03 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 63.473 | -41,32 | 2.701 | -38,76 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 11.380 | 2,37 | 484 | 6,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8.679 | 369 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 112.419 | 1,49 | 4.783 | 5,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.871 | 5,16 | 335 | 9,51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 9.830 | 24,49 | 418 | 30,22 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 120.467 | 7,34 | 5.126 | 12,02 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 127.136 | -13,60 | 5.061 | -10,92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.345 | 934,62 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 51.930 | 65,12 | 2.210 | 72,31 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 8.355 | 0,64 | 356 | 5,03 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 849 | 0,71 | 36 | 5,88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27.319 | 1,35 | 1.162 | 5,73 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 109.327 | -3,33 | 4.663 | 5,62 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27.730 | -4,56 | 1.180 | -0,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49.773 | 128,82 | 2.127 | 140,07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 54.659 | 2.326 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7.659 | 0,00 | 326 | 4,17 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 57.917 | -66,44 | 2.464 | -64,98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 593.753 | 171,01 | 25.264 | 182,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.626 | 16,31 | 622 | 21,48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 62.800 | 2.672 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39.062 | 18,62 | 1.662 | 23,85 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 39.829 | 1,56 | 1.695 | 6,01 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.162 | 49 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 70.505 | 2,34 | 3.000 | 6,80 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 434.311 | 3,88 | 18.480 | 8,41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46.899 | 5.278,33 | 1.996 | 5.600,00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 26.627 | 0,67 | 1.133 | 5,01 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 267.054 | 4,75 | 11.363 | 9,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 89 | 0,00 | 4 | 0,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 4.316 | 0,00 | 184 | 4,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.716.198 | 4,87 | 116.824 | 10,63 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 7.866 | 0,00 | 335 | 4,38 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6.649 | 1,62 | 271 | 2,26 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16.638 | -5,24 | 708 | -1,12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159.457 | -1,47 | 6.785 | 2,82 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3.371 | 0,24 | 143 | 4,38 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 341 | 15 | ||||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8.109 | -10,96 | 345 | -7,01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75.766 | 6,74 | 3.224 | 11,37 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 5.826 | 5,16 | 248 | 9,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.661 | 369 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 9.232 | 376 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 18.984 | 1,79 | 808 | 6,18 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6.460 | 0,61 | 275 | 4,98 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 105.922 | -0,87 | 4.507 | 3,44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41.095 | 1,54 | 1.749 | 5,94 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25.512 | 4,81 | 1.086 | 9,38 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5.227 | 0,00 | 222 | 4,23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36.800 | -17,95 | 1.566 | -14,39 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 6.088 | 7,43 | 259 | 12,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.233 | 223 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.840.929 | 27,19 | 78.332 | 32,75 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 218.306 | 1,68 | 9.289 | 6,11 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39.964 | 41,06 | 1.700 | 47,19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12.071 | 18,86 | 522 | 29,60 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 11.380 | 484 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 338 | 1,20 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.866 | 0,00 | 122 | 4,31 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6.606 | 0,00 | 281 | 4,46 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 20.587 | 4,50 | 876 | 8,97 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3.736 | -1,53 | 159 | 2,60 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 26.143 | 13,24 | 1.112 | 18,17 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 121.502 | 4,55 | 5.166 | 9,01 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7.508 | -0,27 | 319 | 4,25 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 33.490 | 0,87 | 1.425 | 5,25 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24.832 | -6,94 | 1.057 | -2,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 10.295 | 438 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.898.344 | 73,56 | 80.775 | 81,14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10.441 | 16,91 | 444 | 21,98 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 441.962 | 11,90 | 18.805 | 16,79 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30.208 | 33,43 | 1.285 | 39,22 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 34.397 | -86,71 | 1.464 | -86,14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 167.078 | 17,66 | 7.109 | 22,80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 228.207 | 3,45 | 9.710 | 7,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.691.925 | 5,02 | 72 | 9,23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.346 | -0,59 | 100 | 3,13 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.532 | 193 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 591.201 | -0,31 | 25.156 | 4,04 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 47.382 | 0,00 | 2.016 | 4,40 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 67.570 | -10,02 | 2.875 | -6,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 420.404 | 17,70 | 18 | 21,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166.675 | -6,17 | 7 | 0,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 172.505 | 40,14 | 7.340 | 59,22 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9.356 | -0,78 | 398 | 4,74 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 39.600 | 1.685 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6.498 | -74,15 | 276 | -73,07 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 621 | 0,00 | 26 | 4,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11.351 | 483 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 219.226 | 17,66 | 9.328 | 22,80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 667.331 | -6,21 | 28.395 | -2,12 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 33.655 | -8,96 | 1.432 | -4,98 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4.139 | 0,00 | 176 | 4,76 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 |
