Grundlæggende statistik
| Institutionelle ejere | 262 total, 262 long only, 0 short only, 0 long/short - change of 4,38% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2148 % - change of -8,46% MRQ |
| Institutionelle aktier (lange) | 17.535.336 (ex 13D/G) - change of -3,98MM shares -18,50% MRQ |
| Institutionel værdi (lang) | $ 700.410 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July (US:PJUL) har 262 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 17,535,336 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Commonwealth Equity Services, Llc, Blair William & Co/il, Compass Advisory Group LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, Envestnet Asset Management Inc, Colony Group, LLC, and HighTower Advisors, LLC .
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 April 15, 2026 is 47,62 / share. Previously, on April 16, 2025, the share price was 38,86 / share. This represents an increase of 22,54% 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
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-12 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 12.677 | 0,00 | 583 | -1,02 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 8.071 | 375 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 21.094 | -17,73 | 979 | -16,25 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 19.190 | 0,00 | 891 | 1,71 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.659 | -2,47 | 76 | -2,56 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 893 | 0,00 | 41 | 2,50 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 9.200 | -2,65 | 427 | -0,70 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 119.768 | -0,53 | 5.561 | 1,28 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 6.480 | 301 | ||||||
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 5.748 | 0,00 | 267 | 1,53 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 4.541 | -4,54 | 211 | -2,78 | ||||
| 2025-10-20 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 9.180 | -99,30 | 426 | -99,29 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 449.266 | -26,41 | 20.859 | -24,35 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 149.468 | -0,03 | 6.871 | -1,02 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 5.357 | 249 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 23.706 | -3,10 | 1.101 | -1,35 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 13.942 | 647 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 25.646 | 1.191 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 495 | 0,00 | 23 | 0,00 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 74.386 | -3,34 | 3.454 | -1,60 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 10.312 | 0,00 | 479 | 1,70 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 24.312 | -49,05 | 1.129 | -48,14 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.659 | -5,11 | 398 | -5,91 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 54.195 | -5,71 | 2.516 | -3,97 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 125.387 | -0,51 | 5.822 | 1,29 | ||||
| 2026-02-27 | 13F | Southern Capital Services Inc /adv | 6.153 | 286 | ||||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 43.546 | -76,08 | 2.022 | -75,66 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 46.502 | 0,32 | 2.159 | 2,18 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 5.479 | 0,00 | 254 | 2,01 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Blue Sky Capital Consultants Group, Inc. | 5.224 | 0,00 | 243 | 1,68 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 7.163 | 0,00 | 333 | 1,84 | ||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 5.809 | 270 | ||||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 248 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 30.025 | 0,00 | 1.394 | 1,83 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 5.428 | 0,00 | 252 | 2,02 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 42.487 | -0,05 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 190.101 | -1,25 | 8.738 | -2,24 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 12.897 | 1,70 | 599 | 3,46 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 38.799 | 1,44 | 1.801 | 3,27 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 86.773 | -1,75 | 4.029 | 0,02 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 82.703 | -2,99 | 3.802 | -3,97 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 190 | 0,00 | 9 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 4.429 | -10,62 | 206 | -8,89 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 75.393 | -1,20 | 3.500 | 0,60 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 5.400 | 251 | ||||||
| 2026-02-05 | 13F | Blue Water Asset Management | 48.510 | 2.252 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 16.807 | 780 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 9.271 | 430 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 8.714 | 405 | ||||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 8.851 | 0,00 | 404 | 3,87 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 93 | 1,10 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 90.137 | 4.185 | ||||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 40.776 | -2,10 | 1.893 | -0,32 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 9.133 | 0,00 | 424 | 1,92 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.558 | -13,46 | 577 | -14,26 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 277.222 | 9,00 | 13 | 9,09 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 543 | 57,39 | 25 | 66,67 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 45.579 | -1,37 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 35 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.185 | 4,30 | 287 | 6,30 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 410.622 | -23,51 | 19.065 | -22,12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 150 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 3.267.609 | -0,94 | 151.715 | 0,86 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11.527 | 535 | ||||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 3.988 | 0,00 | 185 | 2,21 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 2.517 | 117 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 2.142 | -0,70 | 98 | -2,00 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 5.700 | -16,32 | 265 | -14,84 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 151.506 | -0,96 | 7.034 | 0,85 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 8.869 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 21.639 | -0,02 | 1.005 | 1,83 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 41.688 | 0,00 | 1.936 | 1,84 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 56.109 | 2.605 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 38.348 | -2,51 | 1.780 | -0,73 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 5.085 | -3,33 | 236 | -1,26 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 9.763 | -16,80 | 453 | -13,88 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 19.348 | -1,99 | 898 | -0,22 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 16.051 | -6,76 | 745 | -4,97 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 17.290 | -5,90 | 803 | -4,18 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 14.914 | -71,51 | 692 | -71,01 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 82.017 | -2,93 | 3.808 | -1,14 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 22.520 | 133,76 | 1.046 | 138,04 | ||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 5.310 | 0,00 | 247 | 1,65 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.992 | 325 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1.117 | 888,50 | 52 | 920,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 190.149 | 5,67 | 9 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 39.559 | -47,72 | 1.818 | -48,25 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 113.606 | -0,67 | 5.275 | 1,13 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 8.740 | 0,00 | 406 | 1,76 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 44.137 | 0,00 | 2.049 | 1,84 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 319 | 0,00 | 15 | 0,00 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 14.639 | -10,69 | 680 | -9,10 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 36.820 | 0,00 | 1.693 | -0,99 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 44.319 | 0,20 | 2.058 | 2,03 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 39.613 | 1,19 | 1.839 | 3,03 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 69.605 | 0,41 | 3.232 | 2,21 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 1.082 | 0,00 | 50 | 2,04 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 27.641 | 0,00 | 1.283 | 1,83 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7.616 | 354 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 11.668 | 0,00 | 542 | 1,69 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.243 | 0,00 | 149 | -0,67 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.360 | -3,29 | 1.038 | -1,52 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.638 | 5,74 | 262 | 7,41 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 346.701 | -2,40 | 16.097 | -0,62 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 64.351 | 8,31 | 2.958 | 7,25 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 5.941 | -16,10 | 276 | -14,60 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 47.261 | -0,22 | 2.194 | 1,62 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 53.220 | -2,61 | 2.471 | -0,80 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19.725 | 31,40 | 907 | 30,17 | ||||
| 2026-02-02 | 13F | Welch Financial Planning, LLC | 19.116 | 888 | ||||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 4.874 | 226 | ||||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 11.501 | -34,61 | 534 | -33,54 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 28.662 | 0,00 | 1.331 | 1,84 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 36.391 | -1,37 | 1.673 | -2,39 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 34.682 | -9,85 | 1.610 | -8,52 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 74.054 | -5,02 | 3.438 | -3,29 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 41.392 | -1,08 | 1.903 | -2,06 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Kearns & Associates LLC | 25.755 | 0,00 | 1.196 | 1,79 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 27 | 3,85 | 1 | 0,00 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 228 | 0,00 | 10 | 0,00 | ||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 55.339 | -32,07 | 2.569 | -30,83 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 38.551 | 2,49 | 1.790 | 4,31 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 13.780 | -4,55 | 640 | -2,89 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.902 | 0,00 | 274 | 1,86 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 4.530 | 210 | ||||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 15.585 | -5,38 | 724 | -3,73 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 10.157 | 472 | ||||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 49.935 | -37,51 | 2.318 | -36,37 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 5.245 | 0,00 | 244 | 1,67 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 5.573 | -10,92 | 256 | -11,72 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 9.093 | -62,32 | 422 | -61,64 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 10.158 | 0,00 | 472 | 1,73 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 634.206 | -0,67 | 29.446 | 1,14 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 7.490 | 0,00 | 348 | 1,76 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 4.491 | 0,00 | 209 | 1,96 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 88.490 | 4.109 | ||||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 12.501 | -0,35 | 580 | 1,40 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 36.418 | 0,00 | 1.691 | 1,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 70.347 | -6,54 | 3.247 | -7,10 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 583 | 0,00 | 27 | 3,85 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 15.068 | 0,00 | 700 | 1,75 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.105 | 0,00 | 237 | 2,16 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 3.139 | 0,00 | 146 | 1,40 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 5.317 | -21,42 | 247 | -20,13 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.422 | 0,00 | 112 | 1,82 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 19.478 | 0,00 | 904 | 2,15 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 180.947 | -5,38 | 8.401 | -3,66 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 8.902 | -0,86 | 413 | 0,98 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 5.213 | 0,00 | 242 | 2,11 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.388 | 0,00 | 248 | -1,20 | ||||
| 2025-10-23 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 5.454 | -49,47 | 251 | -50,20 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 432.011 | -18,01 | 20.058 | -16,52 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 33.196 | 0,00 | 1.555 | 2,17 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 7.266 | -12,10 | 337 | -10,37 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 36.572 | -4,96 | 1.698 | -3,19 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 615 | 0,00 | 29 | 0,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 138.909 | -0,30 | 6.450 | 1,45 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 98.701 | -0,03 | 4.440 | 1,79 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 6.785 | 0,00 | 315 | 1,94 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 55.334 | 22,00 | 2.569 | 24,23 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 10.450 | 485 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 841 | 0,00 | 39 | 2,63 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 59.907 | 16,36 | 2.781 | 18,49 | ||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 33.807 | 2 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 12.210 | 0,00 | 567 | 1,80 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 14.339 | 0,00 | 659 | -0,90 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 8.055 | 0,00 | 373 | 1,64 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 41.340 | 0,00 | 1.932 | 1,63 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 35.038 | -6,66 | 1.611 | -7,58 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 95.510 | 90,87 | 4.435 | 94,39 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 50.468 | -3,69 | 2.343 | -1,93 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.810 | -0,24 | 1.462 | -1,22 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 159.199 | -6,57 | 7.392 | -4,87 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 51.456 | 2.389 | ||||||
| 2026-01-13 | 13F | Dakota Wealth Management | 11.243 | 0,00 | 522 | 1,95 | ||||
| 2026-03-17 | 13F | Forty-three Eighteen Advisors, LLC | 22.964 | 1.066 | ||||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 23.829 | -0,29 | 1.106 | 1,56 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 14.519 | 0,00 | 674 | 1,81 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 26.135 | -10,48 | 1.213 | -8,87 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.900 | 0,00 | 88 | 2,33 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 60.894 | 2.827 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 311.290 | 11,10 | 14.453 | 13,13 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 6.934 | 0,00 | 322 | 1,58 | ||||
| 2026-02-10 | 13F | Corrado Advisors, Llc | 11.341 | 0,00 | 527 | 1,74 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 25.103 | 0,00 | 1.160 | -1,02 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 16.502 | 1,31 | 759 | 0,26 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 25.051 | -10,40 | 1.152 | -11,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 720.172 | -2,03 | 33.438 | 101.224,24 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 79.167 | -85,31 | 3.387 | -86,53 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | NBZ Investment Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 39.847 | 31,91 | 1.850 | 34,35 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 38.167 | 0,00 | 1.754 | -1,02 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 10.345 | 106,86 | 480 | 110,53 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 12.758 | 0,00 | 592 | 1,89 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 317.260 | 0,73 | 14.730 | 2,56 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 113.984 | 19,34 | 5.292 | 21,52 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 7.922 | 0,00 | 370 | 1,93 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 193.529 | -16,59 | 8.986 | -15,07 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 26.848 | 18,15 | 1.247 | 20,27 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 218.823 | 3,82 | 10.160 | 5,71 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 150.814 | 0,37 | 7.002 | 2,20 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 46.138 | 1,20 | 2.142 | 3,03 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 5.158 | 4,27 | 239 | 6,22 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 13.640 | -2,43 | 627 | -3,54 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 4.500 | 0,00 | 207 | -0,96 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 62.591 | 15,50 | 2.906 | 17,60 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 7.651 | -43,86 | 355 | -42,83 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 11.200 | 0,00 | 520 | 1,96 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 38.788 | 7,16 | 1.801 | 9,09 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 279.050 | 0,88 | 13 | 0,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.871 | -0,14 | 226 | 1,80 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 8.026 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | WPWealth LLP | 41.000 | -0,10 | 1.904 | 1,71 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 38.541 | 0,00 | 1.789 | 1,82 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 20.991 | 0,00 | 975 | 1,78 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 16.698 | -11,46 | 1 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.296 | 429,03 | 107 | 457,89 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 6.513 | 712,09 | 302 | 738,89 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 23.581 | 1.095 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 19.337 | 0,00 | 889 | -1,00 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 11.080 | -7,20 | 509 | -8,12 | ||||
| 2026-01-27 | 13F | PFG Advisors | 41.169 | 23,96 | 1.911 | 26,22 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 40.471 | 1.879 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 5.590 | 0,27 | 257 | -0,78 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 16.142 | 749 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 4.504 | 0,00 | 209 | 1,95 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 21.530 | 0,86 | 997 | 0,61 | ||||
| 2026-01-08 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 25.183 | 3,71 | 1.169 | 5,60 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 5.901 | 0,00 | 274 | 1,49 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 10.597 | 0,00 | 496 | 2,06 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 24.523 | -23,27 | 1.139 | -21,89 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 15.496 | -2,76 | 719 | -0,96 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 9.889 | 0,00 | 459 | 2,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 55.810 | 4,49 | 2.591 | 6,41 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 13.877 | -92,37 | 644 | -92,23 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 30.427 | -0,74 | 1.413 | 1,07 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.179 | -60,52 | 55 | -60,29 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 205.044 | 60,17 | 6.553 | 12,27 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 6.378 | 0,00 | 293 | -1,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 366.446 | 750,78 | 17.014 | 766,29 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 514.182 | 0,21 | 23.873 | 2,04 | ||||
| 2025-11-12 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 61.116 | -1,22 | 2.838 | 0,57 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.385 | 64 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 18.581 | -0,09 | 863 | 1,65 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 5.837 | -29,86 | 270 | -30,49 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 124.582 | -24,15 | 6 | -99,93 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.636 | 0,00 | 122 | 1,67 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 6.533 | -9,57 | 303 | -7,90 | ||||
| 2026-01-30 | 13F | Pacific Park Financial, Inc. | 5.692 | 264 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 111.430 | 0,00 | 5.174 | 1,81 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 92.709 | -14,84 | 4.262 | -15,69 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.508 | -1,61 | 253 | -2,32 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 22.461 | 0,00 | 1.043 | 1,76 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 551 | 0,00 | 26 | 0,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 1.339.028 | -3,91 | 62 | -1,59 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 25.549 | 10,88 | 1.174 | 9,82 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 147.637 | -81,48 | 6.855 | -81,15 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7.304 | 0,00 | 339 | 1,80 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 30.053 | -1,21 | 1.381 | -2,20 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.460 | 0,00 | 207 | 1,97 | ||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 24.374 | 0,00 | 1.132 | 1,80 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.784 | 83 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 12.013 | 0,00 | 558 | 1,83 |
