Grundlæggende statistik
| Institutionelle ejere | 296 total, 296 long only, 0 short only, 0 long/short - change of 12,55% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8479 % - change of -2,07% MRQ |
| Institutionelle aktier (lange) | 63.434.180 (ex 13D/G) - change of 6,31MM shares 11,04% MRQ |
| Institutionel værdi (lang) | $ 5.046.295 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF (US:JGRO) har 296 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 63,434,180 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, LPL Financial LLC, Ameriprise Financial Inc, Captrust Financial Advisors, ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio, Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio, Jones Financial Companies Lllp, Bank Of America Corp /de/, ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio, and Raymond James Financial Inc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF (ARCA:JGRO) 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 18, 2025 is 93,11 / share. Previously, on September 19, 2024, the share price was 76,60 / share. This represents an increase of 21,55% 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.
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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8.410 | 11,30 | 724 | 29,80 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 99.003 | 12,71 | 8.521 | 31,48 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 15.143 | 21,59 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2.593 | 223 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15.122 | 0,62 | 1.302 | 17,42 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 117.637 | 4,15 | 10.125 | 21,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9.351.704 | 8,93 | 804.901 | 27,05 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 105 | 0,00 | 9 | 28,57 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 23.269 | 1,47 | 2.003 | 18,32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3.876 | 1,36 | 334 | 18,09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 2.353 | 203 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17.591 | 7,87 | 1.514 | 25,85 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 64.239 | -6,69 | 5.529 | 8,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 247.015 | 36,92 | 21.261 | 59,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23.753 | 151,38 | 2.044 | 167,19 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 53 | 0,00 | 5 | 33,33 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.771 | 103,56 | 152 | 137,50 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 954.568 | 14,52 | 82.160 | 33,58 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 19.865 | -5,72 | 1.710 | 9,97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 49.781 | 163,74 | 4.285 | 207,76 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 173.036 | 3,41 | 14.893 | 20,62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 308.986 | 68,81 | 26.594 | 96,91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 347 | 3,27 | 30 | 20,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3.880 | 27,88 | 334 | 49,33 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 30.477 | 346,42 | 2.623 | 421,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.100.250 | 162,10 | 94.699 | 205,71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 20.692 | -2,42 | 1.781 | 13,81 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 62.601 | 6,59 | 5.388 | 24,35 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4.276 | 12,38 | 368 | 31,43 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.192 | 106,75 | 791 | 141,16 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 462.300 | 39.790 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 733 | 29,05 | 63 | 53,66 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50.919 | 24,60 | 4.383 | 45,34 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3.018 | 223 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.555 | 220 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17.964 | 19,89 | 1.546 | 39,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.288 | -39,91 | 283 | -30,02 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 509.168 | 0,89 | 43.824 | 17,68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33.842 | 11,43 | 2.913 | 29,94 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 272.979 | 0,32 | 23.495 | 17,01 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3.277 | 282 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 460.101 | 10,87 | 39.601 | 29,33 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25.560 | 0,53 | 2.200 | 17,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477.584 | 7,78 | 41.106 | 25,72 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 18.988 | 19,75 | 1.634 | 39,66 | ||||
| 2025-07-07 | 13F | Trust Co | 402.834 | -0,08 | 34.672 | 16,55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.737 | 236 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144.104 | -3,07 | 12.403 | 13,06 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 480.283 | 0,67 | 41.338 | 17,43 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9.173 | -10,61 | 790 | 4,23 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 12.817 | 157,68 | 1.103 | 200,54 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 5.466 | -29,93 | 470 | -18,26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 71.280 | 24,53 | 6.135 | 45,28 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14.059 | 90,22 | 1.210 | 102,34 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 336.112 | 18,74 | 28.929 | 38,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.434.707 | 7,50 | 123 | 25,51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 7.968 | 4,40 | 686 | 25,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.610.252 | 9,54 | 138.594 | 27,76 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 21.350 | -43,75 | 1.838 | -34,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 398 | -0,50 | 34 | 17,24 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.851 | 25,67 | 504 | 46,65 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10.100 | -37,65 | 869 | -27,28 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 344.487 | 35,72 | 29.650 | 58,31 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 91 | 0,00 | 8 | 16,67 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.365 | 36,86 | 204 | 45,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32.806 | 36,91 | 2.824 | 59,67 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 51.313 | 11,86 | 4.417 | 30,50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.767 | 12,92 | 755 | 31,82 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4.297 | -1,20 | 370 | 15,31 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 63.512 | -0,15 | 5.466 | 16,47 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 71.188 | 14,38 | 6.127 | 33,43 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4.249 | 0 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 164.823 | -7,98 | 14.186 | 7,33 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.617 | -49,74 | 139 | -41,35 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 56.783 | 6,33 | 4.887 | 24,04 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4.687 | 403 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6.811 | 33,50 | 586 | 55,85 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 3.627 | 0,00 | 308 | 14,50 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 934 | 240,88 | 80 | 300,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 25.525 | 17,63 | 2.197 | 37,16 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 15.478 | -4,96 | 1.332 | 10,91 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 96.902 | 3,42 | 8.340 | 20,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.632 | -92,60 | 743 | -91,38 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 38.095 | 25,12 | 3.279 | 45,95 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2.518 | -45,83 | 217 | -36,84 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2.594 | 223 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 345 | 30 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 226 | 0,00 | 19 | 18,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.634.474 | 7,80 | 312.819 | 25,74 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 173.389 | -53,33 | 14.924 | -45,56 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12.977 | 1.103 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | 11 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8.006 | -0,44 | 689 | 16,19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6.715 | 56,24 | 578 | 82,02 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 29.053 | 45,19 | 2.501 | 69,38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.120 | 202,86 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11.289 | 4,48 | 972 | 21,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 169.217 | 11,63 | 14.565 | 30,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 129.751 | 24,72 | 11.168 | 45,48 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 3.000 | 258 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.300 | 0,00 | 112 | 16,84 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.418 | 0,00 | 122 | 17,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 212.241 | 11,81 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.308.437 | 14,32 | 112.617 | 33,34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 393.129 | 22,48 | 33.837 | 42,86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4.844 | -0,33 | 428 | 19,27 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 17.611 | -6,98 | 1.556 | 11,39 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9.116 | 785 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 40.547 | 8,09 | 3.490 | 26,05 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 70.333 | -0,01 | 6.054 | 16,63 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 21.438 | -14,00 | 1.845 | 0,33 | ||||
| 2025-09-03 | 13F | American Trust | 455.183 | 6,56 | 39.178 | 24,30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850.587 | 47,12 | 73.216 | 71,60 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 31.990 | 1,03 | 2.753 | 17,85 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 424 | 0,00 | 36 | 16,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10.038 | 0,00 | 864 | 16,62 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17.378 | 1.496 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2.492 | 214 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2.366 | 204 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7.543 | 97,31 | 649 | 130,14 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 9.661 | 39,49 | 832 | 62,62 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 495 | 28,24 | 43 | 50,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 86.738 | -9,63 | 7.466 | 5,41 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2.335 | 201 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 199.937 | 2,07 | 17.209 | 19,06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 42.910 | 3,16 | 3.693 | 20,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.668 | -2,26 | 316 | 14,13 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12.742 | 4,17 | 1.097 | 21,51 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7.433 | 3,80 | 640 | 21,02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.586 | 24,35 | 1.255 | 45,09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5.192 | 8,28 | 457 | 29,46 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.118 | 0,00 | 96 | 17,07 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 75.791 | 55,08 | 6.523 | 80,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 184.197 | -14,99 | 15.854 | -0,84 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 11.019 | 6,68 | 948 | 24,41 | ||||
| 2025-05-14 | 13F | Blue Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16.621 | 1.431 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 2.582 | 222 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 849.065 | 7,86 | 73.079 | 25,81 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15.621 | 1.344 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8.949 | -5,44 | 790 | 13,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 356.989 | 9,86 | 30.726 | 28,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.434.332 | 21,20 | 123 | 41,38 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 50.365 | 6,90 | 4.335 | 24,68 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 6.500 | 0,00 | 559 | 16,70 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4.282 | 4,39 | 369 | 21,85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24.891 | 15,47 | 2.142 | 34,72 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 129.759 | 26,66 | 11.169 | 47,74 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 15.913 | 1.370 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8.946 | 2,11 | 806 | 28,34 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 182.309 | 6,99 | 15.691 | 24,80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 164.907 | -0,24 | 14.194 | 16,36 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 14.969 | 0,70 | 1.288 | 17,52 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 556.436 | 4,44 | 47.892 | 21,82 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4.389 | 4,65 | 378 | 22,01 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55.281 | 19,25 | 4.758 | 39,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22.814 | 454,14 | 1.964 | 547,85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 16.003 | -5,44 | 1.377 | 21,75 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9.124 | 13,03 | 782 | 38,23 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 105 | -65,00 | 9 | -63,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.487.290 | 16,04 | 128 | 36,17 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 17.410 | -83,39 | 1.502 | -80,58 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7.646 | 10,00 | 666 | 26,62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 37.507 | 60,03 | 3.228 | 86,70 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 309.405 | 10,16 | 26.630 | 28,49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17.427 | 2,89 | 1.500 | 20,02 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.268 | 143,34 | 281 | 183,84 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2.900 | 1,75 | 250 | 18,57 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 87.618 | -0,73 | 7.541 | 15,80 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 164.064 | 5,17 | 14.121 | 22,67 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 25.011 | -2,28 | 2.153 | 13,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114.391 | 12,23 | 9.846 | 30,90 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 4.936 | 10,23 | 425 | 28,48 | ||||
| 2025-08-01 | 13F | Motco | 39.605 | 3.498 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 137.680 | 12,61 | 12 | 22,22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11.869 | 1.022 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 118 | 10 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 38.073 | 55.078,26 | 3.277 | 65.420,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.828 | 0 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 11.074 | 0,02 | 953 | 16,65 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10.546 | 93,90 | 908 | 126,18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 190 | -70,95 | 16 | -66,67 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29.998 | -61,25 | 2.582 | -54,81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 289.128 | -15,21 | 24.885 | -1,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12.849 | -52,15 | 1.106 | -44,22 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3.584 | 308 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 354.535 | 0,73 | 30.515 | 17,49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.983 | 510,15 | 171 | 639,13 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15.219 | 11,28 | 1.310 | 29,73 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 4.652 | 4,77 | 400 | 22,32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64.698 | 5.569 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7.872 | 0,00 | 678 | 16,72 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 378.412 | 4,74 | 32.570 | 22,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20.614 | -77,60 | 1.774 | -73,88 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 10.267 | -1,12 | 884 | 15,27 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 5.543 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.766 | -38,28 | 324 | -28,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 268.109 | 4,86 | 23.076 | 22,31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 24 | -57,14 | 2 | -50,00 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 2.327.054 | -14,14 | 200.290 | 0,15 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 21.267 | 252,39 | 1.830 | 311,24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 654.261 | -8,34 | 56.312 | 6,92 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 449 | 39 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 32.881 | 1,47 | 2.830 | 18,36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 270.878 | 0,59 | 23.314 | 17,33 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 50.832 | -0,09 | 4.375 | 16,54 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 29.707 | 2.557 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54.675 | 9,34 | 4.706 | 27,54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 15.860 | 1.365 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174.998 | 19.025,46 | 15.062 | 22.380,60 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 2.844 | 0,00 | 245 | 16,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2.790 | 240 | ||||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 95 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.488 | -72,90 | 214 | -69,38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 199 | 14,37 | 17 | 41,67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 47.644 | -5,45 | 4.101 | 10,27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6.063 | 6,03 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.144.956 | -3,65 | 356.676 | 12,36 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 768 | 0,00 | 66 | 17,86 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 3.198 | 275 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 33.000 | -30,67 | 2.841 | -19,04 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 5.107 | 0,00 | 434 | 15,43 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4.691 | 404 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26.717 | 44,71 | 2.300 | 68,80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 4.015 | 0,38 | 346 | 16,95 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11.143 | -0,26 | 959 | 16,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 540.013 | -17,80 | 46.479 | -4,12 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 25.639 | 7,65 | 2.207 | 25,55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.524 | 16,10 | 475 | 35,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39.770 | 2,19 | 3.423 | 19,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.512.288 | 24,90 | 474.443 | 45,69 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 53.965 | -13,46 | 4.645 | 0,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 912.802 | -14,02 | 78.565 | 0,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40.952 | 4,46 | 3.525 | 21,85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.303 | 8,58 | 370 | 26,71 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.053 | 0,96 | 865 | 17,85 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 51.185 | 0,00 | 3.777 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4.105 | 0,00 | 353 | 16,89 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 184.640 | 9,04 | 15.892 | 27,18 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2.835 | 0,00 | 244 | 16,75 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 172.395 | -7,27 | 14.838 | 8,17 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 86 | 19,44 | 7 | 40,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4.987 | 429 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7.179 | 618 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43.692 | 15,88 | 3.761 | 35,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 298.238 | 20,13 | 25.669 | 40,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6.648 | 572 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 3.185 | 274 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 270 | 0,00 | 23 | 21,05 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 2.254.109 | 0,00 | 194.011 | 16,64 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 6.900 | 10,95 | 594 | 29,48 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10.427 | 21,75 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63.207 | 1,25 | 5.440 | 18,11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 22.808 | 870,97 | 1.963 | 1.034,68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25.313 | 0,93 | 2.179 | 17,73 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9.367 | 9,34 | 806 | 27,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.757.166 | 85,99 | 150.185 | 115,70 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17.874 | -39,05 | 1.538 | -28,90 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 14.643 | 6,48 | 1.260 | 24,26 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 284.833 | 45,79 | 24.516 | 70,05 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 105.408 | -11,19 | 9.073 | 3,59 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 466 | 40 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7.183 | 33,09 | 618 | 55,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.534.344 | 3,06 | 132.061 | 20,21 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 38.411 | 12,66 | 3.306 | 31,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 102 | 0,00 | 9 | 14,29 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 53 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 37.362 | 18,19 | 3.216 | 37,86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.414 | 2,46 | 122 | 19,80 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 62.640 | 9,43 | 4.694 | -2,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.353 | 15,55 | 805 | 33,78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 187 | 0 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 41.413 | 3.564 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 29.144 | 179,59 | 2.508 | 226,14 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.541 | 17,33 | 305 | 36,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 601.943 | 2,83 | 51.809 | 19,94 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 29.150 | 37,38 | 2.509 | 60,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 3.055 | -3,78 | 263 | 11,97 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 1.541.438 | 0,00 | 132.672 | 16,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 208.850 | 9,52 | 17.976 | 27,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18.928 | 22,75 | 1.629 | 43,27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.198 | -23,11 | 1.738 | -10,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 951.812 | -14,60 | 81.923 | -0,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 754.876 | 140,09 | 65.282 | 181,38 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6.635 | 22,67 | 571 | 43,11 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.098 | -19,62 | 353 | -6,38 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 4.808 | 0,00 | 414 | 16,67 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20.107 | 1.731 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 32.894 | 2.831 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 32.164 | 122,53 | 3 | 100,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4.223 | 50,82 | 363 | 76,21 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2.531 | 218 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60.959 | 64,17 | 5.247 | 91,53 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.333 | -66,07 | 115 | -60,55 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 38.379 | 3.303 |
