Grundlæggende statistik
| Institutionelle ejere | 161 total, 161 long only, 0 short only, 0 long/short - change of 0,62% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1203 % - change of -71,10% MRQ |
| Institutionelle aktier (lange) | 48.634.462 (ex 13D/G) - change of 1,15MM shares 2,42% MRQ |
| Institutionel værdi (lang) | $ 915.407 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (US:FSIG) har 161 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 48,634,462 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, First Trust Advisors Lp, Ameriprise Financial Inc, Csenge Advisory Group, Royal Bank Of Canada, Envestnet Asset Management Inc, Truist Financial Corp, and Advisor Group Holdings, Inc. .
First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF (ARCA:FSIG) 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 24, 2026 is 19,00 / share. Previously, on April 28, 2025, the share price was 19,00 / share. This represents an increase of 0,00% 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.
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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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-10-22 | FIRST TRUST PORTFOLIOS LP | 13,979,138 | 15,270,746 | 9.24 | 21.68 | 7.65 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Park Avenue Securities Llc | 104.940 | 30,27 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 800 | -39,30 | 15 | -40,00 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 12.833 | 246 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71.636 | -6,18 | 1.357 | -7,44 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 783 | 15 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 59.262 | -22,73 | 1.137 | -22,81 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 41.675 | 1 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 9.010 | -29,10 | 0 | |||||
| 2026-02-13 | 13F | Maia Wealth LLC | 30.336 | -17,71 | 583 | -17,80 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 16.863 | -67,98 | 324 | -68,05 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 25.166 | -3,32 | 483 | -3,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Platform Technology Partners | 108.365 | 12,92 | 2.080 | 12,81 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 652 | 1,09 | 12 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 30.516 | -10,93 | 586 | -11,09 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 385.612 | -2,32 | 7.400 | -2,43 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 125.344 | -13,77 | 2.405 | -13,86 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 18.676 | -1,27 | 358 | -1,38 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 21.453 | 406 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.878 | 1,02 | 266 | 1,14 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 11.280 | -95,17 | 217 | -95,16 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 263.051 | 33,25 | 5.049 | 33,12 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 246 | -31,28 | 5 | -33,33 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 41.000 | 0,00 | 787 | -0,13 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 41.987 | -1,28 | 806 | -1,47 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 288.274 | 3,77 | 5.460 | 2,42 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.302 | 63 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 104.451 | 19,12 | 2.004 | 19,00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 975.904 | 6,16 | 18.728 | 6,05 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 42.780 | 821 | ||||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 13.768 | -1,29 | 264 | -1,12 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.871.862 | 10,51 | 55.111 | 10,39 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.687 | 0,00 | 51 | -1,96 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 49.092 | 0,60 | 942 | 0,53 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 35.935 | -17,04 | 690 | -17,19 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 533.519 | 6,86 | 10.238 | 6,76 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 25.191 | -8,78 | 483 | -8,87 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 107 | 2 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 9.339 | 177 | ||||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 35.865 | 3,70 | 688 | 3,61 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 8.742 | 2.775,66 | 168 | 3.240,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9.225 | 175 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.871 | 0,00 | 55 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 340.507 | -22,11 | 6.449 | -23,12 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 12.539 | 10,51 | 241 | 10,60 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 56.791 | 14,16 | 1.076 | 12,68 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 1.092 | 0,00 | 21 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 18.874 | 10,44 | 362 | 10,37 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 7.000 | 0,00 | 134 | 0,00 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 85.348 | -18,99 | 1.638 | -19,12 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 88.624 | 19,36 | 1.679 | 17,84 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 14.162 | 272 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77.153 | 28,19 | 1.461 | 26,60 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 53.188 | -0,39 | 1.021 | -0,49 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.206 | 0,00 | 61 | -1,64 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 37.493 | 0,00 | 710 | -1,25 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 116.662 | 5,37 | 2.210 | 4,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 79.425 | 23,79 | 1.524 | 23,70 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 843.748 | 9,97 | 16.191 | 9,86 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.830 | -2,04 | 54 | -3,64 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 16.978 | 326 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 845.272 | 3,11 | 16.221 | 3,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 10.625 | 1,38 | 204 | 1,00 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 47.390 | 909 | ||||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 8 | 0 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 147.060 | 7,45 | 2.785 | 6,05 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 8.360 | 3,16 | 160 | 3,23 | ||||
| 2025-11-21 | 13F/A | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 17.462 | 10,39 | 331 | 8,91 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 13.395 | -13,27 | 257 | -13,18 | ||||
| 2026-04-23 | 13F | American National Bank | 193 | 0,00 | 4 | 0,00 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 35.213 | 0,00 | 676 | -0,15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 57.606 | -19,34 | 1.105 | -19,40 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 40.375 | -26,20 | 762 | -27,52 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 348 | 7 | ||||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 87.867 | 16,89 | 1.686 | 16,84 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 7.681.212 | 8,76 | 147.402 | 8,65 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 11.476.255 | 4,20 | 220.229 | 4,10 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 41.000 | 0,00 | 787 | -0,13 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 171 | 85,87 | 3 | 200,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152.934 | 2.897 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 154.976 | -5,54 | 2.974 | -5,65 | ||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 16.662 | 48,91 | 316 | 47,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 136.561 | 28,22 | 2.586 | 26,58 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 61.876 | 1.176 | ||||||
| 2026-02-04 | 13F | Tsfg, Llc | 25.430 | 1,34 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 22.720 | -2,61 | 436 | -2,68 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.354.045 | -1,74 | 45.165 | -1,86 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 51.285 | 3,65 | 971 | 2,32 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 330.150 | -0,19 | 6.336 | -0,30 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.884 | 36 | ||||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 17.522 | 336 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 52.905 | -6,82 | 1.015 | -6,88 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 25.410 | 19,07 | 488 | 19,07 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 387.154 | 18,66 | 7.429 | 18,73 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 55.470 | -14,71 | 1.064 | -14,81 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 10.564 | 1,09 | 203 | 1,51 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 25.204 | 3,85 | 477 | 2,58 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 179.760 | 6,68 | 3 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 259 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 42.028 | -1,10 | 807 | -1,23 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 10.964 | 1,55 | 210 | 1,45 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.624 | 26,38 | 31 | 29,17 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 187 | -53,71 | 4 | -57,14 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 9.879 | -1,85 | 190 | -2,07 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 81.276 | 2,04 | 1.560 | 1,90 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 16.824 | 7,13 | 323 | 6,98 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 50.566 | -4,96 | 958 | -6,27 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 5.038 | 2,05 | 97 | 2,13 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 4.087 | -14,07 | 78 | -14,29 | ||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 133.708 | 9,11 | 2.566 | 8,96 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 259.971 | 4.989 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 12.702 | 1,75 | 244 | 1,67 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 55.726 | -3,63 | 1.069 | -3,69 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 101.025 | -0,95 | 1.939 | -1,07 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 34.644 | 665 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 242.073 | 4.645 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 15.743 | 38,66 | 302 | 38,53 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 124.069 | 1,32 | 2.381 | 1,19 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 7.806 | 5.283,45 | 150 | 7.350,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.988.948 | 3,27 | 38.168 | 3,16 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 767.295 | 2,58 | 14.724 | 2,48 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 428.141 | 3,48 | 8 | 14,29 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 46.207 | -15,17 | 887 | -15,30 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 11.104 | 2,70 | 210 | 1,45 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.840.718 | 4,38 | 35.323 | 4,27 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.821 | 7,24 | 0 | |||||
| 2026-04-17 | 13F | Essex Savings Bank | 15.015 | -0,42 | 284 | -1,73 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.426.972 | 2,11 | 65.764 | 2,01 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 241.017 | 2,94 | 4.625 | 2,75 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 42.594 | -3,68 | 1 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 128.536 | 1,62 | 2.467 | 1,52 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 26.318 | 0,56 | 1 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 21.044 | 0,67 | 404 | 0,50 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 61.982 | -0,46 | 1.189 | -0,59 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 55.335 | 1.062 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 928.113 | -27,29 | 17.811 | -27,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 134.227 | -7,79 | 2.576 | 128.650,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 223.134 | -2,34 | 4.282 | -2,59 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 15.299 | 5,69 | 294 | 5,40 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 55.471 | 1.064 | ||||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 25 | -3,85 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 65.602 | -3,64 | 1.243 | -4,90 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 34.244 | 1 | ||||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 45.317 | 870 | ||||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 831.736 | -13,54 | 15.961 | -13,63 | ||||
| 2026-03-04 | 13F | Stenger Family Office, LLC | 112.116 | -6,67 | 2.152 | -7,04 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 21.318 | -2,88 | 409 | -2,85 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 45.733 | 0,92 | 866 | -0,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 24.228 | -10,11 | 465 | -10,25 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 17.216 | -7,40 | 330 | -7,56 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 10.077 | 193 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 21.848 | -5,11 | 419 | -5,20 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 116.507 | 5,19 | 2.236 | 5,08 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 24.223 | -10,50 | 465 | -10,40 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1.657 | 1,35 | 32 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.952 | 49,82 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.078.177 | 4,03 | 39.880 | 3,92 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 104 | -50,00 | 2 | -66,67 | ||||
| 2025-11-13 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 62.351 | -10,24 | 1.197 | -10,34 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 552.196 | 2,52 | 10.597 | 2,42 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 15.123 | 1,41 | 290 | 1,40 |
