Grundlæggende statistik
| Institutionelle ejere | 215 total, 215 long only, 0 short only, 0 long/short - change of 3,35% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2370 % - change of -12,41% MRQ |
| Institutionelle aktier (lange) | 22.431.952 (ex 13D/G) - change of -0,06MM shares -0,28% MRQ |
| Institutionel værdi (lang) | $ 782.436 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December (US:PDEC) har 215 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,431,952 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Advisor Group Holdings, Inc., Kovitz Investment Group Partners, LLC, Brookstone Capital Management, Blair William & Co/il, Commonwealth Equity Services, Llc, Cerity Partners LLC, and HighTower Advisors, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December (BATS:PDEC) 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 9, 2025 is 41,38 / share. Previously, on September 10, 2024, the share price was 37,92 / share. This represents an increase of 9,14% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 24.067 | -69,15 | 968 | -66,98 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1.767 | 0,00 | 71 | 6,06 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 16.890 | 0,00 | 676 | 6,30 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22.823 | 0,00 | 913 | 6,41 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 10.650 | 0,00 | 426 | 6,50 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 101.271 | 16,33 | 4.052 | 23,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5.489 | 0,00 | 220 | 6,31 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11.599 | 0,00 | 464 | 6,42 | ||||
| 2025-04-10 | 13F | ACT Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44.462 | -1,79 | 1.779 | 4,47 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110.493 | 0,16 | 4.421 | 6,58 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 114.226 | -1,17 | 4.570 | 5,18 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 65.925 | -10,39 | 2.639 | -4,63 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5.357 | -8,89 | 214 | -3,17 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16.164 | 99,09 | 647 | 111,80 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.360 | 0,00 | 94 | 6,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10.446 | -12,88 | 418 | -7,13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13.505 | 540 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 12.374 | -13,78 | 465 | -15,61 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 9.560 | 0,00 | 382 | 6,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28.356 | 1,63 | 1.135 | 8,10 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 7.652 | -4,41 | 306 | 2,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 225.796 | 0,91 | 9.034 | 7,38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40.229 | 8,46 | 1.610 | 15,42 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 29.001 | 15,84 | 1.160 | 23,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 62.916 | -1,87 | 2.517 | 4,44 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8.750 | -1,13 | 350 | 5,42 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 111.183 | 0,33 | 4.448 | 6,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.575 | 5,00 | 63 | 12,50 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 5.766 | 0,00 | 231 | 6,48 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 21.701 | -81,75 | 868 | -80,58 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 82.623 | -12,85 | 3.306 | -7,27 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8.859 | 0,00 | 354 | 6,31 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5.000 | 200 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9.623 | 0,00 | 385 | 6,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19.053 | 762 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 19.310 | 0,00 | 773 | 6,34 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14.305 | 0,00 | 572 | 6,52 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15.653 | 0,00 | 626 | 6,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 292 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 16.205 | 0,00 | 648 | 4,18 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.465.981 | 17,53 | 59 | 26,09 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 194.661 | -6,88 | 7.788 | -0,90 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2.206 | 0,00 | 88 | 7,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43.295 | 0,58 | 1.732 | 7,05 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29.676 | 1,75 | 1.187 | 8,30 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13.707 | 0,00 | 548 | 6,41 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5.147 | 206 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 116.235 | 12,59 | 4.651 | 19,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.362 | -41,45 | 495 | -37,70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8.248 | -3,50 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 678.655 | 5,42 | 27 | 12,50 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11.628 | 0,00 | 465 | 6,41 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 14.126 | -1,18 | 565 | 5,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.182 | 1,81 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.192 | -78,01 | 448 | -76,63 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.280.921 | 14,10 | 47.970 | 9,43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140.382 | 28,58 | 5.617 | 36,81 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 58.632 | -4,01 | 2.346 | 2,13 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 48.435 | -7,40 | 1.938 | -1,48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 297.797 | 11,25 | 11.915 | 18,38 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 38.677 | 0,00 | 1.547 | 6,40 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5.200 | 0,00 | 208 | 6,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8.190 | -8,50 | 328 | -2,68 | ||||
| 2025-07-17 | 13F | City Holding Co | 22.250 | -10,09 | 890 | -4,30 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1.968 | 0,00 | 79 | 6,85 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 81.461 | -0,53 | 3.259 | 5,85 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 20.295 | -0,02 | 812 | 6,42 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 17.030 | -0,22 | 648 | -1,07 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5.908 | 0,00 | 236 | 6,31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 144.891 | -3,36 | 5.797 | 2,84 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7.639 | 9,24 | 306 | 16,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 68.651 | 0,00 | 2.747 | 6,39 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2.500 | 0,00 | 100 | 6,38 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5.136 | 205 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 11.838 | 474 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 8.872 | 6,28 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6.189 | 0,00 | 248 | 6,47 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 25.195 | -2,38 | 1.008 | 3,92 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77.603 | 131,06 | 3.105 | 145,96 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7.632 | 305 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.249 | 0,01 | 330 | 6,45 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 6.891 | -4,66 | 276 | 1,48 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 8.500 | 340 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 7.050 | 0,00 | 282 | 6,42 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13.135 | -34,65 | 526 | -30,46 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11.531 | 0,00 | 461 | 6,47 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 32.618 | -12,24 | 1.312 | 0,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10.125 | 0,00 | 405 | 6,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59.076 | -5,98 | 2.364 | 0,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 79.146 | -44,90 | 3.184 | -41,05 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26.422 | 1.057 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13.137 | 0,00 | 526 | 6,49 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 67.640 | 1,65 | 2.706 | 8,20 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 70.735 | -0,04 | 2.830 | 6,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8.178 | 1.494,15 | 327 | 1.621,05 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 259.232 | 6,00 | 10.372 | 12,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 416.731 | 11,19 | 16.642 | 18,10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6.012 | 0,00 | 241 | 6,19 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3.200 | 128 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 148.919 | -0,23 | 5.958 | 6,13 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 196.398 | -4,78 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18.905 | 0,54 | 756 | 7,08 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 10.567 | 0,00 | 423 | 6,30 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5.131 | 206 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 133.170 | 84,86 | 5.423 | 100,22 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 93.555 | 4,21 | 3.743 | 10,90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 10.369 | -3,44 | 418 | 3,72 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6.893 | 0,26 | 277 | 7,36 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 929.495 | -7,00 | 37.189 | -1,03 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.930 | -1,31 | 117 | 5,41 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29.410 | 2,58 | 1.177 | 9,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 480.225 | 1,43 | 19.214 | 7,93 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 62.978 | -1,54 | 2.520 | 4,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 18.789 | 0,00 | 752 | 6,37 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 272.664 | 5,99 | 10.909 | 12,79 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 10.475 | 0,00 | 419 | 6,62 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 36.985 | 0,00 | 1.480 | 6,40 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.805 | 55,40 | 112 | 67,16 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 870 | 16,00 | 35 | 6,25 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33.745 | 1.350 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 82.895 | 18.321,11 | 3.117 | 18.229,41 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5.313 | 213 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 30.454 | 0,07 | 1.218 | 6,47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 24.906 | -22,38 | 996 | -17,41 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 71.430 | -0,66 | 2.858 | 5,70 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 204.711 | 1,53 | 8.190 | 8,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59.772 | -37,05 | 2.391 | -33,03 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 13.774 | 88,30 | 551 | 100,36 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 54.072 | 0,00 | 2.163 | 6,39 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5.030 | 201 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5.231 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.793 | 72 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9.442 | 0,00 | 378 | 6,20 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.980 | 0,00 | 79 | 6,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10.179 | 0,00 | 407 | 6,54 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 68.314 | -8,20 | 2.733 | -2,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.087.402 | 4,24 | 43.507 | 10,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 309.329 | 210,15 | 12.376 | 230,03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.791 | -69,65 | 352 | -67,74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 98.690 | 2,94 | 3.949 | 9,54 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5.557 | 0,00 | 222 | 6,73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12.757 | 6,53 | 510 | 13,33 | ||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.876 | -71,73 | 239 | -69,24 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 26.524 | 0,00 | 1.061 | 6,42 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 87.192 | -5,04 | 3.530 | 1,99 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 330 | 0,00 | 13 | 8,33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19.862 | 13,91 | 795 | 21,22 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6.422 | 23.685,19 | 247 | 24.500,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 47.728 | 0,00 | 1.910 | 6,41 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 15.320 | 0,00 | 613 | 6,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87.178 | 0,25 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 65.800 | 0,00 | 2.633 | 6,39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 177.944 | -7,27 | 7.120 | -1,33 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 20.204 | -4,26 | 808 | 1,89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 4.595.108 | -1,19 | 183.850 | 5,14 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 300 | 0,00 | 12 | 9,09 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8.352 | -57,72 | 334 | -54,99 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.320 | 762,75 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 54.590 | 3,33 | 2.184 | 9,97 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 22.950 | 0,00 | 918 | 6,50 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6.000 | 0,00 | 240 | 6,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36.098 | 0,44 | 1.465 | 8,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 46.686 | -0,49 | 1.868 | 5,84 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 125.058 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 36.556 | 11.113,50 | 1.463 | 12.083,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 543.141 | -5,67 | 21.731 | 0,38 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 50.123 | -2,96 | 2.005 | 3,24 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8.350 | 0,00 | 334 | 6,71 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 44.169 | 615,29 | 1.767 | 661,64 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 55.213 | 7,32 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7.687 | -38,71 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11.080 | -35,41 | 443 | -31,32 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14.129 | -1,90 | 565 | 4,44 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 3.037 | 0,00 | 122 | 6,14 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 67.694 | -0,10 | 2.708 | 6,32 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10.625 | 0,00 | 436 | 9,57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.815 | -38,85 | 233 | -35,01 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 11.601 | -12,59 | 464 | -7,01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 121.509 | 3,08 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16.360 | -85,87 | 655 | -84,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 637.470 | 2.060,92 | 25.505 | 2.199,82 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20.794 | -80,55 | 832 | -79,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275.901 | 0,76 | 11.039 | 7,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43.076 | 1,27 | 1.723 | 7,75 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Castellan Group, LLC | 17.661 | 0,00 | 707 | 6,33 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 38.802 | -1,40 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 848 | 34 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12.750 | -32,26 | 510 | -27,86 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12.787 | 10,01 | 512 | 16,93 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6.603 | -10,38 | 264 | -4,69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5.752 | 0,00 | 230 | 6,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 54.577 | -8,37 | 2.184 | -2,72 | ||||
| 2025-05-15 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 19.819 | -1,87 | 793 | 4,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.985 | 0,00 | 79 | 6,76 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4.100 | 0,00 | 164 | 6,49 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 5.800 | 0,00 | 232 | 6,42 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 350 | -68,18 | 14 | -65,85 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3.500 | 0,00 | 140 | 6,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10.475 | 419 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 71.608 | -9,53 | 2.865 | -3,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.932 | 0,00 | 117 | 4,46 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 168.383 | -0,03 | 6.737 | 6,38 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 18.640 | 0,00 | 744 | 5,84 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28.895 | -4,89 | 1.156 | 1,23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152.400 | 25,47 | 6.098 | 33,50 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 16.750 | 0,00 | 650 | 6,22 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5.562 | -1,31 | 223 | 5,21 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12.474 | 0,00 | 499 | 6,40 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.515 | 0,00 | 381 | 6,44 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6.731 | 24,74 | 269 | 33,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 800 | -92,33 | 32 | -91,84 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 194.440 | -4,13 | 7.780 | 2,01 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16.240 | 0,00 | 650 | 6,39 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 322 | 13 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 766.577 | -9,85 | 30.671 | -4,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.207.997 | -4,21 | 48.332 | 1,93 |
