Grundlæggende statistik
| Institutionelle ejere | 237 total, 237 long only, 0 short only, 0 long/short - change of -0,84% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2199 % - change of -1,54% MRQ |
| Institutionelle aktier (lange) | 18.395.797 (ex 13D/G) - change of 1,14MM shares 6,60% MRQ |
| Institutionel værdi (lang) | $ 648.129 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July (US:PJUL) har 237 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,395,797 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, Janney Montgomery Scott LLC, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, and Blair William & Co/il .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July (BATS:PJUL) 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 45,16 / share. Previously, on September 9, 2024, the share price was 39,22 / share. This represents an increase of 15,15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 190 | 0,00 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.685 | 0,00 | 74 | 8,96 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 55.289 | -0,90 | 2.435 | 8,56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 43.726 | 1.925 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14.199 | -3,40 | 623 | 5,42 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 9.893 | -26,85 | 398 | -28,60 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61.623 | -4,66 | 2.702 | 4,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 802 | 0,00 | 35 | 9,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 254.372 | 21,65 | 11 | 37,50 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 18.623 | 1,85 | 817 | 11,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23.370 | 1.025 | ||||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13.155 | 0,00 | 577 | 9,09 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 36.383 | 8,66 | 1.595 | 18,59 | ||||
| 2025-04-14 | 13F | Range Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 59.582 | -2,22 | 2.613 | 6,70 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 472 | 0,00 | 21 | 11,11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.663 | 0,00 | 248 | 9,25 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7.359 | 1,55 | 323 | 11,03 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15.022 | 659 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2.612 | 0,00 | 115 | 9,62 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 52 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.396 | -20,35 | 1.421 | -13,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 56.552 | 12,29 | 2.480 | 22,48 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 9.245 | 0,00 | 405 | 9,16 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 191.025 | 8,61 | 8.376 | 18,51 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 8.726 | 0,00 | 383 | 9,14 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 5.245 | 0,00 | 230 | 9,05 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 41.688 | 2,55 | 1.828 | 11,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43.212 | 0,02 | 1.895 | 9,10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 23.041 | 140,61 | 1.010 | 163,02 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 30.653 | 0,00 | 1.344 | 9,18 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.606 | 3,92 | 1.386 | 13,34 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 44.137 | 0,00 | 1.935 | 9,14 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10.655 | -2,37 | 468 | 10,14 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 12.415 | -35,69 | 544 | -29,81 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 32.290 | 0,00 | 1.416 | 9,10 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 68.291 | 0,00 | 2.995 | 9,11 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8.869 | -7,25 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11.468 | -7,28 | 503 | 1,01 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 122.567 | -5,43 | 5.375 | 3,19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13.980 | -1,88 | 613 | 7,17 | ||||
| 2025-05-15 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4.757 | 209 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14.878 | 24,91 | 652 | 36,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.370.809 | 16,33 | 60 | 27,66 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12.210 | 535 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5.527 | 3,17 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6.493 | 0,00 | 285 | 9,23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.016 | 0,00 | 439 | 9,20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 137.829 | 5,10 | 6.044 | 14,67 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769.430 | 10,98 | 34 | 22,22 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 8.322 | 0,00 | 366 | 9,58 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 151.808 | 1,41 | 6.657 | 10,64 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5.748 | 0,00 | 252 | 9,09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 12.758 | -0,92 | 559 | 8,12 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 10.935 | -3,27 | 480 | 5,51 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.452 | 1,98 | 634 | 11,25 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 41.138 | 0,00 | 1.804 | 9,07 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.197.757 | 12,94 | 47.970 | 8,34 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3.139 | 0,00 | 138 | 8,73 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 8.851 | 0,00 | 388 | 9,30 | ||||
| 2025-05-07 | 13F | Investment Management Corp /va/ /adv | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5.105 | 0,00 | 224 | 8,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 471.740 | 3,14 | 20.686 | 12,53 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5.983 | 0,00 | 262 | 9,17 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 39.665 | -14,09 | 1.739 | -6,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8.080 | -60,21 | 354 | -56,62 | ||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8.003 | 0,00 | 351 | 9,03 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 18.597 | 0,11 | 815 | 9,25 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 10.247 | -18,04 | 449 | -10,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72.325 | 353,85 | 3.171 | 395,47 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 6.755 | -0,44 | 296 | 8,82 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.321 | 277 | ||||||
| 2025-05-14 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 27.641 | -8,44 | 1.212 | -0,08 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35.031 | -52,75 | 2 | -50,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 841 | 0,00 | 37 | 9,09 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13.367 | -1,20 | 586 | 7,92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150.908 | 0,95 | 6.617 | 10,14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5.400 | -5,26 | 237 | 3,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 24.915 | -24,84 | 1.093 | -18,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 14.595 | 0,00 | 596 | -0,67 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 12.013 | 10,53 | 527 | 20,64 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 41.671 | -1,44 | 1.827 | 7,53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 59.019 | 0,00 | 2.588 | 9,11 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 98.760 | 26,82 | 4.204 | 34,32 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 46.444 | 19,73 | 2.037 | 30,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426.259 | 30,91 | 18.691 | 42,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33.619 | -7,47 | 1.474 | 0,96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 75.358 | 44,56 | 3.304 | 57,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 884 | 0,00 | 39 | 8,57 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 6.302 | 13,90 | 276 | 24,32 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 8.821 | 387 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 602.335 | 329,41 | 26.491 | 369,93 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 11.390 | 46,87 | 499 | 60,45 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5.310 | 0,00 | 233 | 8,92 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 7.165 | 0,00 | 314 | 9,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.296 | 0,00 | 101 | 8,70 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 6.856 | -89,81 | 301 | -88,90 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 33.196 | 0,00 | 1.468 | 12,41 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 6.373 | -0,89 | 279 | 8,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 118.841 | 11,25 | 5.211 | 21,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 183.319 | 123,75 | 8.039 | 144,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 152.072 | 2,47 | 7 | 20,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 171.897 | 98,90 | 7.538 | 117,02 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 350 | 0,00 | 15 | 7,14 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 29.218 | 111,72 | 1.281 | 131,23 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.579 | 69 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55.186 | -0,41 | 2.420 | 8,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 134.800 | 778,92 | 6.001 | 874,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8.292 | -0,67 | 364 | 8,36 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 12.677 | 0,00 | 556 | 9,04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6.875 | 301 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 12.615 | -14,94 | 553 | -7,21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 219.020 | 5,35 | 9.604 | 14,95 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 17.323 | -1,07 | 760 | 7,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 26.665 | 0,00 | 1.169 | 9,15 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 41.046 | 133,18 | 1.800 | 154,46 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 55.904 | -30,74 | 2.451 | -24,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.422 | 0,00 | 106 | 9,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255.366 | 4,46 | 11.198 | 13,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 81.656 | -23,09 | 3.581 | -16,10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6.766 | -17,35 | 297 | -9,76 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4.955 | 217 | ||||||
| 2025-05-16 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26.453 | 0,00 | 1.160 | 9,03 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 615 | 0,00 | 27 | 8,33 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1.458 | 0,00 | 64 | 8,62 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.650 | 0,00 | 66 | -1,49 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 171.584 | -1,33 | 7.524 | 7,66 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 17.683 | -0,32 | 775 | 8,85 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.724 | 3,12 | 1.566 | 12,50 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 37.086 | -1,12 | 1.626 | 7,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10.115 | 444 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 77.763 | -2,93 | 3.410 | 5,90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 43.967 | 21,79 | 1.928 | 33,82 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3.988 | 0,00 | 175 | 8,75 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7.836 | 0,00 | 344 | 10,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5.417 | 238 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 5.672 | 0,00 | 249 | 9,25 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 14.412 | -0,87 | 632 | 8,05 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25.330 | -2,77 | 1.111 | 6,12 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 893 | -97,03 | 39 | 11,43 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 30.322 | 1,14 | 1.330 | 10,38 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 7.621 | -18,41 | 334 | -10,93 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.124 | -47,34 | 312 | -42,54 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 45.949 | 12,42 | 2.015 | 22,66 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 11.341 | 497 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 5.260 | 0,00 | 231 | 9,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 16.392 | -0,12 | 719 | 8,95 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 24.012 | 13,87 | 1.053 | 24,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15.964 | -45,52 | 700 | -40,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 19.190 | 0,00 | 841 | 9,08 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 41.355 | -15,84 | 1.836 | -7,46 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 191.263 | -1,50 | 8.387 | 7,47 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.862 | 0,00 | 169 | 9,03 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.980 | 23,98 | 306 | 35,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3.243 | 0,00 | 142 | 9,23 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 86.424 | 54,28 | 3.473 | 50,61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 197.255 | 2,63 | 9 | 14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 94 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 88 | 8,75 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 22.461 | 0,00 | 985 | 9,09 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 19.338 | 0,00 | 848 | 13,24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11.561 | -2,41 | 514 | 8,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.429 | 0,00 | 107 | 9,28 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 58.028 | -2,68 | 2.545 | 6,18 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 42.315 | 14,27 | 1.856 | 24,66 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 26.220 | 0,00 | 1.161 | 9,85 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 314.039 | 49,69 | 13.771 | 63,33 | ||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 26.162 | 10,95 | 1.147 | 21,12 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.900 | 0,00 | 83 | 9,21 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9.919 | -22,11 | 435 | -15,07 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10.158 | 0,00 | 445 | 9,07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 136.506 | -11,28 | 5.986 | -3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 150 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93.444 | 0,05 | 4.098 | 9,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.519 | 81,77 | 812 | 98,53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101.245 | 8,17 | 4.440 | 18,03 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.596 | 21,79 | 289 | 33,18 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 12.171 | 0,00 | 489 | -2,40 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 25.755 | 0,00 | 1.129 | 9,08 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 108.098 | -2,11 | 4.740 | 6,83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 7.470 | -2,33 | 328 | 6,51 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5.420 | -8,49 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 49 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30.025 | 25,80 | 1.331 | 38,79 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3.367.875 | -2,33 | 147.681 | 6,57 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 26.816 | -8,47 | 1.176 | -0,17 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 7.624 | 0,00 | 334 | 9,15 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 60.395 | 3,58 | 2.648 | 13,02 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 130.712 | -2,36 | 5.732 | 6,52 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5.016 | 163,31 | 220 | 188,16 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 23.348 | 0,00 | 1.024 | 9,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9.983 | 0,00 | 438 | 8,98 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14.684 | 0,66 | 1 | -100,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 47.847 | -3,30 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 602.915 | 4,79 | 26 | 13,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 42.077 | 1,66 | 1.845 | 10,94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7.922 | 4,62 | 354 | 16,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 27.739 | -7,25 | 1.216 | 1,25 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 40.797 | -1,06 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 68.052 | 2.984 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26.947 | -5,39 | 1.182 | 3,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 299.346 | -23,64 | 13.126 | -16,68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 153.164 | 1,33 | 6.716 | 10,57 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 481 | 222,82 | 21 | 320,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1.200 | 0,00 | 53 | 6,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 245.934 | -0,75 | 10.784 | 8,29 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 27.755 | -2,77 | 1.217 | 6,10 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 32.458 | -0,19 | 1.423 | 8,96 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 4.551 | -26,60 | 201 | -19,68 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 31.396 | 44,35 | 1.377 | 57,44 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 53.978 | 89,49 | 2.367 | 106,82 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20.430 | -48,89 | 896 | -44,27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11.945 | 0,00 | 524 | 8,96 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13.807 | -12,66 | 605 | -4,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 85.325 | -0,52 | 3.742 | 5,95 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 345 | 0,00 | 14 | 7,69 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 187.627 | -4,69 | 8.227 | 3,99 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 27.682 | 0,00 | 1.214 | 9,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.460 | -76,07 | 196 | -73,93 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21.439 | 940 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112.424 | 46,05 | 4.930 | 58,74 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 495 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41.256 | 82,14 | 1.809 | 98,79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 17.024 | -88,08 | 747 | -87,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12.692 | 4,57 | 557 | 14,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 446.715 | -5,84 | 19.588 | 2,73 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 18.588 | -16,24 | 815 | -8,53 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 350.501 | 0,12 | 15.369 | 9,23 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 319 | 0,00 | 14 | 8,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.220 | 0,00 | 404 | 9,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5.402 | 0,00 | 237 | 8,76 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 16.375 | 0,43 | 718 | 9,62 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 7.163 | 0,00 | 314 | 9,41 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26 | -95,25 | 1 | -95,24 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21.708 | 15,83 | 952 | 26,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 26 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 44.210 | 102,99 | 1.939 | 121,49 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 11.200 | 0,00 | 491 | 9,11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.118 | -8,51 | 1.540 | -0,19 |
