Grundlæggende statistik
| Institutionelle ejere | 173 total, 173 long only, 0 short only, 0 long/short - change of 21,83% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9328 % - change of -17,12% MRQ |
| Institutionelle aktier (lange) | 36.067.627 (ex 13D/G) - change of 8,34MM shares 30,09% MRQ |
| Institutionel værdi (lang) | $ 1.742.957 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (US:JBND) har 173 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 36,067,627 aktier. Største aktionærer omfatter LPL Financial LLC, Cetera Investment Advisers, Diversified Portfolios, Inc., Envestnet Asset Management Inc, Baldwin Brothers Inc/ma, Berger Financial Group, Inc, IAG Wealth Partners, LLC, Royal Bank Of Canada, Cwm, Llc, and Mml Investors Services, Llc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (NYSE:JBND) 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 16, 2025 is 54,45 / share. Previously, on September 17, 2024, the share price was 54,93 / share. This represents a decline of 0,87% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Gwn Securities Inc. | 21.342 | -8,40 | 1.145 | -8,11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14.036 | -32,17 | 752 | -32,07 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 15.486 | -3,74 | 830 | -3,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 60.046 | 3.218 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 106.630 | 3,27 | 5.714 | 3,42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 379.409 | 69,37 | 20.333 | 69,59 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 254.980 | -16,81 | 13.664 | -16,70 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505.074 | 668,64 | 27.067 | 669,80 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118.797 | 4,94 | 6.367 | 5,08 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39.793 | 235,49 | 2.133 | 236,28 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 424.089 | 11.146,06 | 22.723 | 11.204,48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63.621 | 325,44 | 3.409 | 326,13 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1.625.209 | 9,04 | 87.095 | 9,18 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236.927 | 24,30 | 12.697 | 24,46 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 36.400 | 1.951 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3.895 | 209 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 22.051 | 145,26 | 1.182 | 145,53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5.468 | 293 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35.213 | 1.887 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 14.098 | -84,97 | 756 | -84,96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43.291 | -87,01 | 2.320 | -87,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7.851 | 420 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 60.634 | -0,19 | 3.249 | -0,06 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9.596 | 514 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 22.700 | -2,66 | 1.217 | -2,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4.060 | 0,00 | 218 | 0,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17.380 | 10,03 | 931 | 10,18 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 62.911 | 3.321 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 364.117 | 1,70 | 19.513 | 1,84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.279 | 229 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4.151 | 222 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29.542 | 1.583 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1.925 | 414,71 | 103 | 415,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49.914 | 22,90 | 2.675 | 23,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 183.168 | 20,79 | 9.816 | 20,95 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11.400 | 15,28 | 611 | 18,22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 288.528 | 7,32 | 15.462 | 7,46 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 51.762 | 911,77 | 2.774 | 915,75 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11.763 | 628 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21.810 | 9,27 | 1.169 | 9,36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 | 3,12 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 612.640 | -2,47 | 32.831 | -2,34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.024 | 55 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13.323 | 1,77 | 714 | 1,86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141.567 | 174,94 | 7.587 | 175,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.388 | 74 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 346.945 | 18.593 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 570.031 | 9,06 | 30.548 | 9,20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180,25 | 12 | 200,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177.922 | 24,35 | 9.535 | 24,51 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4.234 | 0,07 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 92.505 | -5,95 | 4.957 | -5,81 | ||||
| 2025-07-17 | 13F | KWB Wealth | 106.932 | 95,28 | 5.723 | 100,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21.693 | 135,61 | 1.163 | 136,18 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 107.522 | -1,52 | 5.762 | -1,39 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 17.185 | 19,33 | 921 | 19,48 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26.303 | 1.410 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4.135 | 222 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 934.225 | 20,39 | 50 | 21,95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 84.463 | -0,99 | 4.526 | -0,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10.617 | 569 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201.405 | 164,85 | 10.755 | 164,29 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41.462 | 7,27 | 2.222 | 7,40 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15.034 | 802 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72.915 | -2,62 | 3.908 | -2,50 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 920.066 | 0,79 | 49.306 | 0,92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12.304 | 657 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 56 | -30,00 | 3 | -25,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.889 | 0,00 | 101 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29.935 | 16,42 | 1.604 | 16,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112.727 | 1,70 | 6.041 | 1,84 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83.010 | 38,69 | 4.449 | 38,87 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41.939 | 2.248 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 195.775 | -11,53 | 10.492 | -11,42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4.404 | 235 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 44.591 | -87,85 | 2.390 | -87,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.078 | 35,19 | 326 | 35,42 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 104.228 | 5.586 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 40.577 | 20,76 | 2.175 | 20,91 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 236.931 | 23,50 | 12.709 | 23,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932.398 | 16,84 | 50 | 16,67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5.856 | 51,87 | 314 | 51,94 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75.302 | 3.990 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7.851 | 421 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4.900 | 22,50 | 263 | 22,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11.221 | 601 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 532.384 | 4,85 | 29 | 3,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 932 | -14,57 | 50 | -15,52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83.883 | 47,14 | 4.495 | 47,33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41.181 | 5,49 | 2.207 | 5,60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4.156 | 220 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 41.810 | 2.241 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11.851 | 1,80 | 635 | 1,93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 503 | -67,15 | 27 | -67,90 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 991.378 | -8,23 | 53.128 | -8,11 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 128.188 | -3,69 | 6.870 | -3,57 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12.078 | 91,99 | 647 | 92,56 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 94.436 | 7,39 | 5.061 | 7,52 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4.569 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116.289 | 9,67 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 227.167 | 0,06 | 12.174 | 0,18 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 7.087 | -5,28 | 380 | -5,25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 978.086 | 834,19 | 52 | 940,00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 657.211 | -1,47 | 35.220 | -1,34 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15.134 | 811 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1.343.741 | -0,62 | 72.011 | -0,49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26.168 | 47,11 | 1.402 | 47,27 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 12,50 | 0 | |||||
| 2025-07-29 | 13F | Citizens Business Bank | 199.665 | 10.700 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 203.111 | -16,00 | 10.885 | -15,90 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 90.445 | 816,36 | 4.847 | 817,80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 166.166 | 0,92 | 8.905 | 1,04 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3.506 | -24,75 | 188 | -24,90 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 34.505 | 6,77 | 1.849 | 6,94 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 170.970 | 10,06 | 9.162 | 10,21 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53.937 | 16,34 | 2.890 | 16,34 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 6.087 | -98,24 | 326 | -98,24 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 154.474 | -43,21 | 8.213 | -43,58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.890 | 21,48 | 155 | 21,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19.718 | 42,52 | 1.057 | 42,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 283.186 | 9,32 | 15.176 | 9,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 102.707 | 2,02 | 5.504 | 2,15 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 443.166 | 23.749 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 183.158 | -6,48 | 9.815 | -4,08 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1.266.953 | 1,28 | 67.896 | 1,41 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 53.096 | -2,84 | 2.845 | -2,70 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368.452 | 19.745 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 41.915 | 3,41 | 2.246 | 3,55 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49.975 | 2.659 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.120 | 107,44 | 114 | 109,26 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.183 | 331 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 205.026 | 10.987 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 89.954 | 15,39 | 4.821 | 15,53 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21.410 | 1.147 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 988.313 | 89,71 | 52.964 | 89,96 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9.836 | 10,64 | 526 | 12,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34.216 | 56,48 | 1.834 | 56,67 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42,32 | 43 | 44,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7.155.369 | 58,18 | 383.456 | 58,39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40.075 | 13,75 | 2.148 | 13,90 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11.315 | 0,00 | 606 | 0,17 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 74.137 | 3.973 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 63.469 | 3.401 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41.462 | 2.222 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252.157 | 36,29 | 13.513 | 36,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.700.150 | 63,71 | 91.111 | 63,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 264.181 | 15,45 | 14.157 | 15,60 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566.067 | 30.336 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 4.911 | 0,00 | 263 | 0,38 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95.268 | 1.058.433,33 | 5.105 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.475.828 | 3,38 | 78.717 | 3,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 326.852 | 117,01 | 17.464 | 117,17 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8.194 | 439 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5.925 | -14,44 | 318 | -14,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 377.875 | -17,60 | 20.250 | -17,49 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11.240 | 23,73 | 602 | 23,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48.695 | 1.368,49 | 2.610 | 1.374,01 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32.554 | 11,71 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 0,00 | 27 | 0,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 340 | -3,41 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316.167 | 1,15 | 16.943 | 1,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.068 | 34,78 | 540 | 35,09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 135.131 | 5,31 | 7.242 | 5,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412.063 | 50,03 | 21.909 | 49,05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10.702 | 145,91 | 574 | 146,98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176.130 | 15,29 | 9.439 | 15,90 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25.584 | -88,42 | 1.371 | -88,40 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 225 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128.997 | -3,83 | 6.913 | -3,71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9.171 | 47,73 | 491 | 47,89 |
