Grundlæggende statistik
| Institutionelle ejere | 226 total, 226 long only, 0 short only, 0 long/short - change of -2,16% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2193 % - change of -16,87% MRQ |
| Institutionelle aktier (lange) | 20.149.689 (ex 13D/G) - change of -0,54MM shares -2,62% MRQ |
| Institutionel værdi (lang) | $ 994.659 USD ($1000) |
Institutionelt ejerskab og aktionærer
Global X Funds - Global X MLP ETF (US:MLPA) har 226 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 20,149,689 aktier. Største aktionærer omfatter Morgan Stanley, Creative Planning, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, Envestnet Asset Management Inc, Evergreen Capital Management Llc, and Gradient Investments LLC .
Global X Funds - Global X MLP ETF (ARCA:MLPA) 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 19, 2025 is 48,52 / share. Previously, on September 20, 2024, the share price was 47,92 / share. This represents an increase of 1,25% 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
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20.002 | -0,08 | 1.004 | -6,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62.247 | -35,10 | 3.125 | -38,81 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 15.988 | -3,77 | 803 | -9,28 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10.418 | 94,47 | 523 | 83,16 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 13.384 | 0,00 | 672 | -5,76 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5.744 | 0,00 | 288 | -5,57 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5.668 | 0,00 | 285 | 1,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7.376 | -25,04 | 370 | -29,25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.261 | -59,15 | 515 | -61,48 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 46.311 | 6,12 | 2.325 | 10,61 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9.858 | -41,09 | 495 | -38,71 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 13.409 | 0,00 | 673 | -5,61 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49.734 | 15,15 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 21.405 | -2,92 | 1.075 | -8,44 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5.167 | 0,00 | 259 | -5,82 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7.687 | 1,83 | 386 | -3,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | SWS Partners | 4.431 | 0,00 | 222 | -5,53 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11.570 | 7,62 | 581 | 1,40 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 60.342 | -9,21 | 3.030 | -14,36 | ||||
| 2025-05-09 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 21.384 | 0,13 | 1.073 | -5,55 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 217.710 | 0,00 | 10.929 | -5,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 110.886 | 1,98 | 5.566 | -3,82 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 103.636 | -2,40 | 5.203 | -7,96 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 9.178 | -64,01 | 451 | -66,91 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4.604 | 14,36 | 231 | 7,94 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 300 | 0,00 | 15 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 217 | 87,07 | 11 | 66,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57.107 | 0,74 | 2.867 | -5,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209.852 | -1,14 | 10.585 | -6,33 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4.091 | -1,89 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 46.156 | -72,38 | 2.317 | -73,95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 72.375 | 8,46 | 3.633 | 10,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 231 | 0,00 | 12 | -8,33 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 12.626 | 0,00 | 634 | -5,80 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 151 | 8 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.502 | 0,00 | 226 | -5,44 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 32.621 | 0,00 | 1.638 | -5,70 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 975 | 0,00 | 49 | -5,88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21.219 | 6,22 | 1.065 | 0,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40.764 | 1.734,56 | 2.046 | 1.633,90 | ||||
| 2025-05-30 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 97.246 | -33,80 | 5.176 | -20,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19.609 | -2,09 | 984 | -7,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31.996 | -12,35 | 1.606 | -17,34 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 18.046 | 143,96 | 892 | 126,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 389.422 | 4,00 | 19.549 | -1,92 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2.191 | 1,86 | 110 | -4,39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.942 | 1,09 | 97 | -4,90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 141 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 4.719 | 0,00 | 237 | -5,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 13.895 | 168,66 | 698 | 153,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6.340 | 0,00 | 318 | -5,64 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | -99,96 | 2 | -99,96 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 28.721 | -1,64 | 1.442 | -7,27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24.037 | 20,00 | 1.207 | 13,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.498 | 18,60 | 326 | 12,03 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 43.900 | 109,05 | 2.204 | 97,22 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4.456 | -0,49 | 237 | 7,24 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5.717 | 287 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 115.261 | 0,00 | 5.786 | -5,69 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 305.504 | -2,66 | 15.336 | -8,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 160 | -68,63 | 8 | -70,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14.167 | 6,52 | 711 | 0,57 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 12.579 | -7,87 | 631 | -13,09 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 4.555 | 18,16 | 229 | 11,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42.485 | 21,32 | 2.133 | 14,43 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 41.294 | 8,94 | 2.073 | 2,73 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 6.791 | 0,00 | 341 | -5,82 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14.479 | -0,55 | 727 | -6,20 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 22 | 4,76 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 122.993 | 5,32 | 6.174 | -0,68 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7.437 | 0,00 | 373 | -5,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 126 | -6,67 | 6 | -14,29 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 250.841 | 0,18 | 13 | -7,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 739.869 | -1,50 | 37.141 | -7,11 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 272.364 | 9,22 | 13.673 | 3,01 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.519 | 277 | ||||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 103.800 | 5,60 | 5.211 | -0,42 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8.580 | 0,00 | 431 | -5,70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.445 | -49,35 | 826 | -52,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 153 | 8 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 150 | -10,18 | 8 | -12,50 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 64.854 | 0,60 | 3.256 | -5,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48.598 | 227,26 | 2.440 | 205,26 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 22.549 | -25,20 | 1.132 | -29,80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.357.708 | 4,65 | 218.757 | -1,31 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1.766 | -30,72 | 89 | -34,81 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 11.205 | 0,01 | 562 | -5,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23.317 | 2,58 | 1.170 | -3,31 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 104.453 | 8,35 | 5.244 | 2,18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 11.538 | -76,95 | 579 | -78,27 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8.233 | -10,68 | 413 | -15,71 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 43.550 | 1,75 | 2.186 | -4,04 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5.535 | -5,69 | 278 | -11,22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.730 | 288 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 126.452 | 3,04 | 6.348 | -2,83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 718 | -9,34 | 0 | |||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 271.864 | 4,34 | 13.648 | -1,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.124.061 | 2,89 | 56.428 | -2,97 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4.937 | 15,40 | 248 | 8,81 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 25.455 | 60,79 | 1.278 | 51,66 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 4.188 | -9,02 | 210 | -4,98 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 40 | 2 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4.706 | 0,00 | 236 | -5,60 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11.020 | 553 | ||||||
| 2025-04-22 | 13F | LVZ Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 66 | 3 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6.374 | -4,55 | 320 | -10,14 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 435.103 | 1,10 | 21.842 | -4,65 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 22.317 | 0,00 | 1.120 | -5,64 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 8.903 | 0,00 | 447 | -5,71 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 | -90,72 | 2 | -91,30 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 11.338 | -1,38 | 569 | -6,87 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 62 | 3 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4.615 | 21,83 | 232 | 14,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.117.628 | 2,07 | 56.105 | -3,74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 71.370 | 19,69 | 3.680 | 15,91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.330 | 0,00 | 167 | -5,65 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 12.726 | -97,91 | 639 | 5.700,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8.844 | 0,00 | 444 | -5,74 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4.068 | 1,22 | 204 | -4,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22.854 | -4,37 | 1.147 | -9,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13.455 | 3,10 | 675 | -2,74 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.023 | 1,87 | 352 | 5,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5.549 | 0 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1.236 | 0,00 | 62 | -4,62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.199 | 211 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16.572 | 5,53 | 832 | -0,48 | ||||
| 2025-05-06 | 13F | Milestone Asset Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1.924.187 | -1,29 | 96.594 | -6,91 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6.786 | 341 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5.445 | 0,00 | 273 | -5,54 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 31.065 | 1.559 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 741 | 0,00 | 37 | -5,13 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3.291 | 175 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77.526 | 7,19 | 3.892 | 1,09 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 37.318 | 1,99 | 1.873 | -3,80 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 49.440 | 28,08 | 2.482 | 20,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 194.681 | 6,66 | 9.773 | 0,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13.414 | 2,57 | 673 | 4,18 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 480.988 | 1,57 | 24.146 | -4,21 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4.704 | 6,38 | 236 | 0,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 196 | 10 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 12.875 | 646 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30.331 | 6,80 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 40.736 | 8,00 | 2.045 | 1,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 803 | 8,22 | 40 | 2,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.744 | 88 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 757 | -20,40 | 38 | -24,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9.734 | -0,76 | 489 | -6,51 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1.630 | 0,00 | 82 | -5,81 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Sykon Capital Llc | 42.502 | -21,64 | 2.134 | -26,12 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 222.177 | -1,30 | 11.153 | -6,92 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28.210 | 1,57 | 1.416 | -4,19 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.144.995 | -0,19 | 57.479 | -5,87 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 5.702 | 14,06 | 286 | 7,52 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1.666 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.183 | 1,87 | 110 | -4,39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.512 | -10,22 | 126 | -14,86 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11.911 | 9,84 | 598 | 3,47 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 9.730 | 0,00 | 488 | -5,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 93.689 | 38,70 | 4.703 | 30,82 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 51 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42.687 | -45,62 | 2.143 | -48,73 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100.490 | 1,12 | 5.045 | 2,73 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 96.060 | 6,89 | 4.822 | 0,82 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 93 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41.365 | 17,08 | 2.077 | 10,43 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 65.586 | -0,04 | 3.292 | -5,73 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 610 | 0,00 | 31 | -6,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5.014 | 8,13 | 252 | 2,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28.576 | 463,30 | 1.435 | 429,15 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 112.476 | 19,39 | 5.646 | 12,60 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 79.000 | -3,67 | 3.966 | -9,16 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1.815 | 91 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 | 0,00 | 6 | -16,67 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 12.198 | -72,81 | 612 | -74,37 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 33.163 | 142,31 | 1.665 | 128,57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9.931 | 1,03 | 499 | -4,78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150 | 0,00 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9.968 | 500 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 16.876 | 1,87 | 834 | -5,33 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 500 | 25 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.810 | 23,57 | 342 | 16,38 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.140 | 57 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.239 | -15,83 | 62 | -20,51 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.099 | 230,03 | 55 | 223,53 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 25.975 | 293,62 | 1.304 | 271,23 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14.806 | -1,52 | 743 | -7,12 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 90.787 | 36,31 | 4.558 | 28,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.407 | -20,02 | 171 | -24,34 | ||||
| 2025-09-19 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 102.449 | 0,00 | 5.282 | 4,72 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 193.665 | 13,24 | 9.722 | 6,79 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29.540 | -8,89 | 1.483 | -5,42 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1.385 | 0,00 | 70 | -5,48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 133.147 | 6.684 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10.777 | -3,36 | 541 | -8,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 59.267 | 3,09 | 2.975 | -2,78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22.600 | 23,50 | 1.135 | 15,95 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 50.410 | -2,33 | 2.531 | -7,90 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5.208 | -20,74 | 269 | -19,76 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 821 | 0,00 | 41 | -4,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 268.185 | -0,75 | 13.462 | -6,40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 550 | -19,12 | 28 | -25,00 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.771 | -27,12 | 290 | -31,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 89.230 | 8,53 | 4.479 | 2,35 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 253 | 0,00 | 13 | 0,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 136 | 0,00 | 7 | -14,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.985 | 10,95 | 1.104 | 4,65 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 117.535 | -9,89 | 5.900 | -15,01 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6.117 | 21,49 | 307 | 14,98 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.445 | 282,03 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.666 | 0,00 | 84 | -5,68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12.520 | -10,70 | 629 | -15,82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 24.272 | 134,78 | 1.226 | 137,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 158 | 0,00 | 8 | -12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.464 | 170,63 | 676 | 155,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20.686 | 9,94 | 1.040 | 3,28 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 766 | 0,00 | 38 | -5,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 494.993 | 3,65 | 24.849 | -2,25 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 19.148 | 62,11 | 961 | 53,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 933.327 | 5,44 | 46.853 | -0,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13.027 | -0,54 | 654 | -6,31 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2.250 | 0,00 | 113 | -5,88 | ||||
| 2025-05-07 | 13F | Clarendon Private LLC | 0 | -100,00 | 0 |
Other Listings
| MX:MLPA |
