Grundlæggende statistik
| Institutionelle ejere | 152 total, 152 long only, 0 short only, 0 long/short - change of -4,97% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8496 % - change of 0,13% MRQ |
| Institutionelle aktier (lange) | 18.186.431 (ex 13D/G) - change of -4,70MM shares -20,53% MRQ |
| Institutionel værdi (lang) | $ 798.290 USD ($1000) |
Institutionelt ejerskab og aktionærer
Simplify Exchange Traded Funds - Simplify MBS ETF (US:MTBA) har 152 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,186,431 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Wells Fargo & Company/mn, Mml Investors Services, Llc, Evergreen Capital Management Llc, Hilton Capital Management, LLC, Watchman Group, Inc., Knightsbridge Asset Management, Llc, Aprio Wealth Management, LLC, Tortoise Investment Management, LLC, and Ci Investments Inc. .
Simplify Exchange Traded Funds - Simplify MBS ETF (ARCA:MTBA) 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 8, 2025 is 50,67 / share. Previously, on September 9, 2024, the share price was 51,72 / share. This represents a decline of 2,03% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 53 | 3 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 263.171 | 15,88 | 13.181 | 15,75 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 14.730 | 0,00 | 738 | -0,14 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22.990 | -96,88 | 1.152 | -96,89 | ||||
| 2025-04-29 | NP | WTBN - WisdomTree Bianco Total Return Fund | 93.547 | 20,60 | 4.703 | 20,26 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 385.686 | 30,28 | 19.319 | 30,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 248.545 | -11,28 | 12.412 | -11,63 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.012 | -53,58 | 201 | -53,81 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 230.380 | 2,96 | 11.540 | 2,85 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 5.038 | 252 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5.349 | 0,00 | 267 | 1,14 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.071 | 194,20 | 605 | 197,54 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14.775 | -32,33 | 740 | -32,36 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 54 | 29,27 | ||||||
| 2025-08-27 | NP | APPLX - Appleseed Fund Investor Class | 14.500 | 0,00 | 726 | -0,14 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 20.789 | 32,19 | 1.041 | 32,11 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 14.600 | 0,00 | 731 | -0,14 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 20.748 | -27,64 | 1.039 | -27,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40.453 | 5,33 | 2.014 | 4,57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 31.879 | 39,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 295.026 | -1,79 | 14.778 | -1,89 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6.292 | -52,19 | 315 | -52,20 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 114 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.245 | 36,96 | 62 | 37,78 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.162 | 59,83 | 58 | 61,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 56.249 | -23,63 | 2.818 | -23,72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 17.000 | 0,00 | 852 | -0,12 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6.209 | 0,13 | 311 | 0,32 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5.440 | 272 | ||||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 265.324 | 182,15 | 13.165 | 178,51 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 5.200 | -77,96 | 260 | -78,02 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79.541 | 638,89 | 3.984 | 639,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 218.226 | 41,98 | 11 | 42,86 | ||||
| 2025-07-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 4.301 | 1,18 | 215 | 0,94 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 3.912 | 0,00 | 196 | -0,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 251.163 | 7,28 | 12.580 | 7,16 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 147.963 | -9,87 | 7.411 | -9,96 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 13.585 | 680 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 742.514 | 5,21 | 37.193 | 5,10 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59.069 | 76,38 | 2.959 | 76,18 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16.409 | 3,07 | 822 | 2,88 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33.784 | -0,85 | 1.692 | -0,94 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9.400 | 471 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 123.100 | 30,96 | 6.166 | 30,83 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64.454 | -52,67 | 3.209 | -53,01 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 428 | 42,67 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.222 | 111 | ||||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 95.919 | 66,51 | 4.809 | 68,03 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 29.273 | 56,27 | 1.466 | 56,12 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7.175 | 0,00 | 359 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9.000 | 451 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 15.974 | -2,20 | 800 | -2,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 55.638 | 2.787 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 343.462 | 3,30 | 17.204 | 3,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.976.092 | 2,40 | 98.982 | 2,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 76.695 | 163,56 | 3.842 | 163,26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 7.050 | 56,67 | 353 | 56,89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93.273 | 5,08 | 4.672 | 4,99 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4.257 | -0,05 | 213 | 0,00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 77.333 | -20,48 | 3.874 | -20,57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13.412 | 11,94 | 672 | 11,83 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 152.381 | -1,66 | 7.633 | -1,76 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7.611 | 381 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 886 | 0,00 | 44 | 0,00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 5.056 | -16,60 | 253 | -16,50 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 895.924 | -22,16 | 44.877 | -22,24 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 35.580 | 5,79 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 202.742 | 10.155 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 170.642 | 8,02 | 8.547 | 7,92 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 43.281 | 83,33 | 2.166 | 84,81 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 330.515 | 21,76 | 17 | 23,08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 4.040 | 202 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 46.846 | -5,14 | 2.347 | -5,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.809.304 | 16,66 | 90.628 | 16,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.766 | 41,15 | 489 | 41,33 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 38.976 | 2,22 | 1.952 | 2,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.175 | -94,32 | 209 | -94,33 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Whitebox Advisors Llc | 11.306 | 0,00 | 566 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 976 | 49 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 42.213 | 8,55 | 2.114 | 8,47 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 345 | 0,00 | 17 | 0,00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 255.224 | 30,19 | 12.784 | 30,06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6.678 | -18,85 | 335 | -18,93 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.508.448 | 5,54 | 76 | 5,63 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 292.944 | 200,75 | 14.674 | 200,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 190 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 141 | 7 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 98.745 | 7,30 | 4.900 | 5,90 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 274.063 | 25,82 | 13.728 | 25,69 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 15.329 | 5,94 | 768 | 5,94 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 50.000 | 0,00 | 2.504 | -0,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.591 | -9,84 | 981 | -9,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 265.089 | 13.278 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1.073.502 | 1,38 | 53.772 | 1,28 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4.554 | 0,84 | 228 | 0,88 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 129.870 | -2,41 | 6.514 | -1,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21.423 | -2,46 | 1.070 | -2,55 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 276.099 | 8,98 | 13.830 | 8,87 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Lhm, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 99.986 | -19,32 | 5.008 | -19,41 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 55.241 | -24,59 | 2.767 | -24,65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6.288 | 0,00 | 315 | -0,32 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 96.074 | 0,00 | 4.812 | -0,10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 151.982 | -12,23 | 7.566 | -12,85 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9.980 | 0,00 | 500 | -0,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.483 | 2,06 | 325 | 1,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.682 | -60,43 | 235 | -60,54 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 4.937 | 0,10 | 247 | 0,00 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 81 | 4 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 551.375 | -3,51 | 27.618 | -3,61 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 31.595 | 6,04 | 1.583 | 5,96 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5.200 | 23,81 | 260 | 23,81 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4.430 | 222 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 7.251 | 15,17 | 363 | 15,24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.171 | 81,20 | 159 | 81,61 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 264.512 | 1,00 | 13.249 | 0,89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 | -99,89 | 2 | -99,93 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 60.922 | -36,49 | 3.052 | -36,56 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 64.144 | 99,30 | 3.213 | 99,13 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10.137 | 12,82 | 508 | 12,67 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 47 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17.719 | 888 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19.553 | 7,12 | 979 | 6,99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 199.123 | -3,20 | 9.974 | -3,29 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 18.781 | -15,88 | 941 | -16,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18.113 | 1,93 | 907 | 1,80 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 523 | 26 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 27.821 | 1.394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10.942 | 5,90 | 548 | 5,79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 393 | 20 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 95.797 | 25,00 | 4.798 | 24,88 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 284 | 0,00 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11.100 | 0,00 | 556 | -0,18 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118.332 | -4,15 | 6 | -16,67 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 20.864 | -17,06 | 1.045 | -17,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 123.717 | 4,73 | 6.197 | 4,61 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 281.957 | -23,64 | 14.123 | -23,71 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 274.362 | 193,30 | 13.674 | 193,06 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 215.050 | 12,17 | 10.772 | 12,06 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 32.950 | -2,08 | 1.650 | -2,19 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7.146 | 7,22 | 358 | 6,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.273 | -85,32 | 464 | -85,35 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 297.952 | 6,85 | 14.924 | 6,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.954 | -90,02 | 98 | -90,02 | ||||
| 2025-08-12 | 13F | Bokf, Na | 745 | 0,00 | 37 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 6.440 | -7,47 | 323 | -7,47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.020 | -4,67 | 51 | -3,77 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80.969 | 122,08 | 4.056 | 121,83 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 71.250 | 22,17 | 3.569 | 22,02 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 0 | -100,00 | 0 |
