Grundlæggende statistik
| Institutionelle ejere | 151 total, 151 long only, 0 short only, 0 long/short - change of 6,29% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1440 % - change of -39,64% MRQ |
| Institutionelle aktier (lange) | 5.981.621 (ex 13D/G) - change of 0,48MM shares 8,71% MRQ |
| Institutionel værdi (lang) | $ 274.054 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (US:FSEP) har 151 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,981,621 aktier. Største aktionærer omfatter Wealthcare Advisory Partners LLC, Envestnet Asset Management Inc, Cwm, Llc, Cetera Investment Advisers, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Assetmark, Inc, LPL Financial LLC, Raymond James Financial Inc, and Atria Investments Llc .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (BATS:FSEP) 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 April 17, 2026 is 53,20 / share. Previously, on April 21, 2025, the share price was 42,19 / share. This represents an increase of 26,10% 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
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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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-10-24 | FIRST TRUST PORTFOLIOS LP | 12,029,846 | 13,475,258 | 12.02 | 64.86 | -4.97 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 506.888 | -7,36 | 26.135 | -5,49 | ||||
| 2025-11-10 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 61.298 | -0,44 | 3.109 | -2,08 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 277 | 14 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 4.161 | 1,34 | 215 | 3,38 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.276 | 272 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 13.264 | 9,91 | 684 | 12,15 | ||||
| 2026-04-10 | 13F | Novem Group | 9.125 | -3,59 | 459 | -5,94 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 64.326 | 13,52 | 3 | 50,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 18.554 | 8,99 | 957 | 11,16 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8.834 | 1,81 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.830 | 0,00 | 293 | -2,33 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 13.127 | 677 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 9.148 | -21,75 | 472 | -20,17 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 73.408 | 3.785 | ||||||
| 2026-02-13 | 13F | Allie Family Office LLC | 5.950 | -45,49 | 307 | -44,46 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.489 | -25,92 | 327 | -27,72 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 12.633 | -6,60 | 651 | -4,69 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 102.053 | -3,67 | 5.262 | -1,74 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 19.650 | 1.013 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 2.897 | 168,49 | 149 | 210,42 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.350 | -1,34 | 431 | 0,70 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 78 | 4 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 13.814 | -36,99 | 695 | -38,50 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 500 | 26 | ||||||
| 2026-02-13 | 13F | Share Andrew L. | 6.000 | 0,00 | 309 | 1,98 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 69.445 | 0,75 | 3.495 | -1,63 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 13.302 | -7,68 | 669 | -9,84 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 20.179 | 231,95 | 1.040 | 238,76 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 5.769 | -3,95 | 297 | -1,98 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 180 | 100,00 | 9 | 125,00 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.143 | 35,59 | 59 | 38,10 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 12.179 | 0,83 | 628 | 2,79 | ||||
| 2025-10-24 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 9.210 | 0,00 | 475 | 1,94 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 73.219 | 9,44 | 3.775 | 11,65 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 8.235 | -6,90 | 426 | -4,92 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 24.451 | -3,56 | 1.231 | -5,89 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 9.494 | 490 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 17.300 | -7,72 | 892 | -5,91 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 6.040 | -18,69 | 304 | -20,68 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.456 | 10,35 | 778 | 7,62 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 5.755 | 297 | ||||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 21.710 | 7,21 | 1.119 | 9,38 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 1.750 | -38,14 | 90 | -36,62 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 308.536 | -8,35 | 15.908 | -5,55 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 17.628 | 13,77 | 909 | 15,96 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 23.422 | -34,24 | 1.208 | -32,94 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 500 | 26 | ||||||
| 2026-04-01 | 13F | Beacon Financial Group | 18.502 | -3,22 | 954 | -1,35 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 3.988 | 201 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.150 | 0,00 | 259 | -2,26 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 18.133 | 15,99 | 935 | 18,23 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.256 | -12,14 | 164 | -14,14 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 4.607 | 238 | ||||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 6.378 | 0,00 | 329 | 1,86 | ||||
| 2025-10-22 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 85.378 | -11,78 | 4.297 | -13,87 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 298.960 | -2,52 | 15.414 | 102.660,00 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 4.906 | 253 | ||||||
| 2025-10-30 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 218.572 | 0,96 | 11.270 | 3,00 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 11.585 | -0,01 | 583 | -2,35 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5.291 | -3,90 | 273 | -2,16 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 4.000 | 206 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 7.314 | 0,00 | 368 | -2,39 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 43.472 | 27,24 | 2.241 | 29,84 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 4.038 | 208 | ||||||
| 2026-02-13 | 13F | LM Advisors LLC | 738 | -92,62 | 14 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17.152 | -0,22 | 863 | -2,60 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.300 | 0,00 | 67 | 3,08 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 156 | 8 | ||||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 2.929 | 3,79 | 151 | 6,34 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 34.003 | 0,47 | 1.753 | 2,51 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 36.746 | 4,32 | 1.895 | 6,40 | ||||
| 2026-01-28 | 13F | Family Wealth Group, LLC | 30.069 | 0,97 | 1.550 | 2,99 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 8.282 | 0,00 | 431 | 1,89 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 9.327 | -4,46 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 23.180 | 0,00 | 1.167 | -2,43 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 5.017 | -0,12 | 259 | 1,98 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9.225 | -13,22 | 476 | -11,55 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 372 | 19 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 733.902 | 36.937 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 251.276 | 15,71 | 12.956 | 18,05 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 21.778 | -7,36 | 1.123 | -5,56 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 452.254 | 5,31 | 23 | 9,52 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 5.769 | 297 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 4.361 | 219 | ||||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 7.766 | 0,00 | 400 | 2,04 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 1.600 | 0,00 | 82 | 2,50 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.006 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 64.384 | 16,51 | 3.320 | 18,88 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 1.117 | 0,00 | 58 | 1,79 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 37.727 | 4,23 | 1.899 | 1,71 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 18.869 | 12,11 | 976 | 14,82 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 8.297 | -50,61 | 418 | -51,85 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 103 | -92,60 | 5 | -92,86 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 17.915 | 0,00 | 924 | 1,99 | ||||
| 2025-11-14 | 13F | Luken Investment Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 143.123 | -1,07 | 7.379 | 0,93 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 8.406 | 14,24 | 433 | 16,71 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 26.991 | 4,49 | 1.392 | 6,59 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.665 | 241 | ||||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 4.665 | 0,00 | 236 | 5,38 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 21.113 | 1,90 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 11.555 | 0,00 | 596 | 1,54 | ||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 30.482 | -1,93 | 1.572 | 0,06 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 21.379 | 76,55 | 1.102 | 80,36 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 27.397 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3.372 | 0,00 | 170 | -2,31 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 12.468 | 0,00 | 628 | -2,34 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 300 | 0,00 | 15 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 4.947 | 0,00 | 255 | 2,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 22.470 | 17,14 | 1.159 | 19,50 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 24.698 | 1,58 | 1.273 | 3,66 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 16.156 | 0,00 | 842 | 2,56 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 7 | |||||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 15.655 | 807 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 17.587 | -0,56 | 885 | -2,85 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 18.299 | 10,88 | 943 | 13,07 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 12.017 | -3,57 | 605 | -6,79 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 13.213 | 58,79 | 681 | 62,14 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 3.951 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 7.430 | 0,70 | 383 | 2,96 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 19.157 | 14,12 | 988 | 16,39 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 26.852 | 6,69 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 243.763 | 5,41 | 12.568 | 7,54 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 13.167 | 679 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 258 | 0,00 | 13 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8.158 | -15,63 | 412 | -17,93 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.596 | 237 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 675 | 0,00 | 34 | -2,94 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 5.100 | 0,00 | 257 | -2,29 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 11.427 | 13,96 | 589 | 16,21 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 44.926 | -3,08 | 2.316 | -1,11 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 18.648 | 140,31 | 1 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 138.780 | -1,18 | 7.155 | 0,82 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 4.840 | 0,00 | 250 | 2,05 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 14.846 | -8,39 | 765 | -6,59 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 381.335 | -7,53 | 19.662 | -5,66 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.631 | 239 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 24.690 | -14,15 | 1.273 | -12,45 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 8.619 | 36,27 | 444 | 39,18 | ||||
| 2025-10-22 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 102.612 | 3,99 | 5.291 | 6,10 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28.755 | 9,39 | 1.491 | 9,96 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 3.960 | 0,00 | 204 | 2,00 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 23.088 | 0,00 | 1.162 | -2,35 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 26.128 | 35,75 | 1.347 | 38,58 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 26.406 | 0,00 | 1.329 | -2,35 | ||||
| 2026-02-17 | 13F/A | American Alpha Advisors, LLC | 22.468 | -34,33 | 1.158 | -33,02 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 4.444 | -1,09 | 229 | 0,88 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 67.038 | 57,29 | 3.456 | 60,45 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 13.621 | 0,00 | 709 | 2,60 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 5.600 | 0,00 | 289 | 1,77 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.445 | 31,03 | 435 | 33,85 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 13.266 | -0,32 | 684 | 1,64 |

