Grundlæggende statistik
| Institutionelle ejere | 210 total, 210 long only, 0 short only, 0 long/short - change of 0,48% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2352 % - change of -3,63% MRQ |
| Institutionelle aktier (lange) | 19.117.201 (ex 13D/G) - change of 1,20MM shares 6,68% MRQ |
| Institutionel værdi (lang) | $ 602.667 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (US:PFEB) har 210 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 19,117,201 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Brookstone Capital Management, Old Mission Capital Llc, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Kovitz Investment Group Partners, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB) 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 11, 2025 is 39,41 / share. Previously, on September 12, 2024, the share price was 35,69 / share. This represents an increase of 10,42% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Helium Advisors LLC | 15.335 | 0,00 | 583 | 6,01 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.239 | -5,19 | 389 | 0,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 114.685 | -74,88 | 4.359 | -73,34 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 9.150 | 0,00 | 348 | 6,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6.529 | 248 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23.500 | 0,00 | 893 | 6,18 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 45.088 | -12,37 | 1.714 | -7,05 | ||||
| 2025-05-07 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.542.531 | 16,39 | 59 | 23,40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6.730 | 0,00 | 256 | 5,81 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.527 | 0,00 | 400 | 6,10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9.496 | -4,86 | 361 | 0,84 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24.777 | -2,08 | 942 | 3,86 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8.665 | -0,63 | 329 | 5,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 599 | 0,00 | 23 | 4,76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11.214 | -2,91 | 426 | 3,15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 28.112 | -41,93 | 1.069 | -38,41 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 87.762 | 1,43 | 3.336 | 7,62 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8.712 | 0,00 | 331 | 6,09 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 56.036 | -0,38 | 2.130 | 5,71 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 325.964 | 11.676 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.300 | 49 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 15.250 | -7,12 | 1 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 6.092 | 0,00 | 232 | 5,96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.871 | 5,24 | 1.250 | 11,81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 144.089 | 63,94 | 5.477 | 73,95 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10.000 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 120 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14.221 | -5,93 | 541 | -0,18 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 115 | 0,00 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6.617 | -1,72 | 252 | 4,15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90.970 | -3,27 | 3.458 | 2,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 450 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.290 | -3,39 | 1.265 | 2,51 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6.894 | -66,68 | 262 | -64,64 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86.670 | 24,96 | 3.294 | 32,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.529 | 0,00 | 476 | 6,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34.531 | 0,54 | 1.313 | 6,67 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.311 | 0,00 | 316 | 6,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.077 | 0,00 | 117 | 5,45 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 38.476 | 0,00 | 1.462 | 6,10 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 104.928 | 63,34 | 3.988 | 73,32 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.999 | 0,00 | 304 | 5,92 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 42.475 | 0,00 | 1.614 | 6,11 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8.261 | 314 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81.632 | 0,42 | 3.103 | 6,56 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1.600 | 0,00 | 61 | 5,26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 13.658 | 0,00 | 519 | 6,13 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7.637 | 0,00 | 290 | 6,23 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 24.483 | 12,33 | 931 | 19,23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10.200 | -10,53 | 388 | -5,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.157.385 | 1,83 | 44 | 7,50 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 11.253 | 2,56 | 428 | 8,65 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.347.819 | 13,00 | 48.104 | 8,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 92.903 | -1,58 | 3.531 | 4,44 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17.329 | -0,77 | 659 | 5,28 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22.097 | -4,33 | 840 | 1,45 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4.006 | 152 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.268 | -78,72 | 276 | -77,43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 378.339 | -4,31 | 14.381 | 1,54 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5.816 | 0,00 | 221 | 6,25 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50.874 | -7,04 | 1.934 | -1,38 | ||||
| 2025-07-17 | 13F | City Holding Co | 700 | 0,00 | 27 | 4,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.384 | 205 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 48.466 | -1,27 | 1.842 | 4,78 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75.017 | -11,44 | 2.851 | -6,03 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6.319 | 0,00 | 240 | 6,19 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 394.589 | -6,95 | 15.081 | -0,71 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5.774 | -34,96 | 207 | -36,81 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10.880 | -18,82 | 414 | -13,96 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17.736 | 0,00 | 674 | 6,14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25.400 | -1,93 | 965 | 4,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72.669 | 4,98 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16.137 | -17,63 | 613 | -12,55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.958 | 264 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5.500 | 209 | ||||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37.271 | -1,32 | 1.417 | 4,73 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 9.249 | 49,20 | 352 | 58,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 37 | -52,56 | 1 | -50,00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31.993 | 0,00 | 1.216 | 6,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31.991 | -10,60 | 1.216 | -5,15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13.702 | -8,39 | 521 | -2,80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17.075 | -5,10 | 653 | 8,31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158.530 | 26,12 | 6.026 | 33,83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6.595 | 0,00 | 251 | 5,93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36.419 | 44,47 | 1.384 | 53,44 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 54.470 | 0,00 | 2.070 | 6,10 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 31.406 | 0,00 | 1.194 | 6,14 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 13.922 | -4,86 | 534 | 1,72 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 512.215 | 3.816,62 | 19.469 | 4.060,04 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 14.450 | 0,00 | 549 | 6,19 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.200 | 46 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13.548 | 0,00 | 515 | 5,98 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8.535 | 5,71 | 324 | 12,11 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16.258 | 11,39 | 618 | 18,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49.224 | 0,00 | 1.871 | 6,13 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18.930 | 10,51 | 720 | 17,29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.056 | 1,25 | 154 | 7,69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106.785 | -11,38 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 37.785 | 0,00 | 1.436 | 6,13 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7.383 | -86,00 | 281 | -85,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3.435 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 989.111 | -2,11 | 37.596 | 3,88 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39.340 | -0,00 | 1.495 | 6,10 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.937 | 2,57 | 1.366 | 8,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 218.876 | 1,86 | 8.319 | 8,08 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 49.945 | 0,00 | 1.898 | 6,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 222.140 | 4,23 | 8.444 | 10,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 331.289 | -0,88 | 12.592 | 5,18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8.736 | 12,74 | 332 | 19,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 33.135 | -4,85 | 1.259 | 0,96 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6.921 | -3,58 | 268 | 4,71 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3.657 | 0,00 | 139 | 6,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.711 | 0,00 | 141 | 7,63 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18.881 | 718 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72.853 | 166,27 | 2.769 | 182,55 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 38.991 | -15,60 | 1.482 | -10,40 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.097 | 12,77 | 308 | 19,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 53.235 | 42,16 | 2.023 | 50,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.498 | -16,69 | 57 | -12,50 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 28.822 | -0,29 | 1.096 | 5,80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.047 | 60,94 | 296 | 65,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 78.344 | -4,77 | 2.978 | 1,05 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 53.542 | 106,94 | 2.035 | 119,76 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10.153 | 386 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 541 | 0,00 | 21 | 5,26 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9.106 | 29,51 | 346 | 42,56 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18.910 | 719 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11.352 | -0,86 | 407 | -0,98 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 47.019 | -7,57 | 1.787 | -1,92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 26.327 | 943 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.477 | -94,69 | 208 | -94,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19.987 | 9,72 | 760 | 16,41 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 76 | 7,04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8.564 | 0,00 | 326 | 6,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.272 | 2.427,81 | 162 | 2.600,00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 69.594 | -1,16 | 2.645 | 4,88 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 10.194 | -35,13 | 387 | -31,14 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340.090 | 3,31 | 12.927 | 9,63 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 12.055 | 0,00 | 458 | 6,26 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 99.861 | -5,37 | 3.842 | 1,53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 52.435 | -3,22 | 1.993 | 2,73 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 34.596 | 0,00 | 1.315 | 6,05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6.622 | -69,59 | 252 | -67,82 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 676 | 0,00 | 26 | 4,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.800 | -1,21 | 372 | 4,79 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 30.835 | 64,46 | 1.172 | 74,66 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 316 | 0,00 | 12 | 9,09 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 73.300 | 0,89 | 2.786 | 7,07 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7.000 | 0,00 | 266 | 6,40 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3.674.042 | -1,12 | 139.650 | 4,93 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7.190 | 0,00 | 273 | 6,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.340 | 38,35 | 165 | 46,43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36.766 | 0,00 | 1.397 | 6,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54.956 | 2,70 | 2.089 | 8,98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70.727 | -4,90 | 2.688 | 0,90 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.250 | 48 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66.805 | 1,17 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 28.712 | 40,88 | 1.091 | 45,66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13.438 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 60.971 | 0,00 | 2.351 | 7,70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.018 | -0,13 | 1.483 | 6,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7.141 | 271 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.785 | -49,34 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.219 | -3,12 | 471 | 4,20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 26.640 | 23,11 | 1.013 | 30,58 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 148.327 | -3,57 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 45.219 | -4,84 | 1.759 | 3,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176.465 | 13,06 | 6.707 | 19,98 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14.171 | -3,44 | 539 | 2,48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18.992 | -1,67 | 722 | 4,34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 176.060 | 7,10 | 6.692 | 13,65 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 16.644 | 0,00 | 633 | 6,04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1.074 | -12,54 | 41 | -6,98 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 8.004 | 0,00 | 304 | 6,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 252.398 | 0,81 | 9.594 | 6,98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5.338 | 203 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12.924 | 0,00 | 491 | 6,28 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 38.973 | -29,41 | 1.481 | -25,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10.842 | 25,46 | 412 | 33,33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1.574 | 60 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 79.532 | -3,39 | 3.023 | 2,54 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 19.693 | 0,00 | 749 | 6,10 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23.006 | 0,00 | 824 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | -92,81 | 18 | -92,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 124.769 | 352,78 | 4.742 | 378,51 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1.621 | 62 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 41.849 | -1,20 | 1.591 | 4,81 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7.481 | -1,12 | 284 | 4,80 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 55.663 | 0,00 | 2.116 | 6,12 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11.365 | 432 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24.037 | -1,42 | 914 | 4,58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 37.400 | -27,24 | 1.422 | -22,81 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 14.375 | 0,00 | 546 | 6,23 | ||||
| 2025-08-13 | 13F | RK Capital Management, LLC/FL | 324.093 | 0,00 | 12.319 | 6,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12.513 | 1,07 | 476 | 7,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.136 | 77,35 | 195 | 83,96 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 103.870 | 0,10 | 3.948 | 6,21 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.994 | 0 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8.917 | 0,00 | 339 | 5,96 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14.585 | 0,00 | 554 | 6,13 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 229.649 | 0,52 | 8.729 | 6,66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.155.859 | 59,92 | 43.934 | 69,70 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11.130 | -6,86 | 0 | |||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 124.345 | 203,28 | 4.726 | 221,93 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 28.800 | 0,00 | 1.095 | 6,11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176.143 | -8,19 | 6.695 | -2,58 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | -100,00 |
