Grundlæggende statistik
| Institutionelle ejere | 190 total, 190 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2355 % - change of -1,77% MRQ |
| Institutionelle aktier (lange) | 13.221.596 (ex 13D/G) - change of 1,13MM shares 9,39% MRQ |
| Institutionel værdi (lang) | $ 467.695 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (US:PMAR) har 190 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,221,596 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Brookstone Capital Management, Southland Equity Partners LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Colony Group, LLC, Kovitz Investment Group Partners, LLC, and Raymond James Financial Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (BATS:PMAR) 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 12, 2025 is 43,67 / share. Previously, on September 16, 2024, the share price was 38,82 / share. This represents an increase of 12,48% 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 | 6.443 | 0,00 | 273 | 6,23 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 28.035 | -2,25 | 1.120 | -2,86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.385.567 | 14,03 | 59 | 20,83 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.465 | 484 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 54.498 | 0,00 | 2.301 | 5,74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14.135 | 47,36 | 597 | 55,61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7.962 | 0,00 | 336 | 5,99 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 44.465 | -0,15 | 1.878 | 5,57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17.673 | 86,21 | 746 | 97,35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 63.632 | 13,31 | 2.687 | 19,85 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 10.000 | 0,00 | 422 | 5,76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 40.147 | -2,54 | 1.695 | 3,10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129.298 | 3,44 | 5.460 | 9,38 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 21 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35.971 | 10,40 | 1.520 | 16,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16.632 | 0,00 | 702 | 5,72 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47.933 | 0,52 | 2.024 | 6,30 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 5.367 | 0,00 | 227 | 6,07 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 11.600 | 0,00 | 490 | 5,62 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.338 | 4,77 | 225 | 10,84 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 28.048 | 7,14 | 1.184 | 13,30 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 6.750 | 0,00 | 285 | 5,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.644 | -34,23 | 196 | -30,25 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10.745 | 0,00 | 454 | 5,59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 25.205 | 0,00 | 1.064 | 5,77 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37.681 | 0,00 | 1.591 | 5,78 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46.429 | 0,00 | 1.961 | 5,72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.065 | 0,00 | 467 | 5,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 46.000 | 0,00 | 1.943 | 5,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30.907 | -6,88 | 1.305 | -1,51 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 35.080 | 0,00 | 1.481 | 5,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5.204 | 0,00 | 220 | 5,80 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 6.967 | 0,00 | 294 | 5,76 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 556 | 23 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.926 | -64,64 | 461 | -62,61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38.432 | 648,87 | 1.684 | 725,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9.574 | -0,30 | 404 | 5,48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17.782 | 0,00 | 751 | 5,63 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.210.653 | 10,70 | 48.063 | 7,88 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5.300 | -15,87 | 224 | -11,16 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 64.095 | -3,75 | 2.707 | 1,77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 126.825 | -2,96 | 5.356 | 2,61 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5.361 | -26,01 | 226 | -21,80 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10.783 | 0,00 | 455 | 5,81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 51.966 | -4,61 | 2.195 | 0,87 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 45.654 | 1.928 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 19.118 | 807 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 17.086 | -2,37 | 722 | 3,30 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 15.665 | 0,00 | 662 | 5,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70.554 | 294,00 | 2.979 | 316,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380.834 | 2,94 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 288.179 | 2,01 | 12.170 | 7,87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5.250 | -7,49 | 222 | -2,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12.200 | 0,00 | 523 | 8,30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1.572 | 0,00 | 66 | 6,45 | ||||
| 2025-07-17 | 13F | City Holding Co | 59.382 | -0,53 | 2.507 | 5,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59.388 | -8,56 | 2.520 | -2,82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12.928 | 12,65 | 524 | 13,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 51 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 60.250 | -10,86 | 2.544 | -5,74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.133 | 0,00 | 259 | 5,74 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9.074 | 0,00 | 383 | 6,09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18.485 | -37,48 | 781 | -33,90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7.685 | -13,51 | 325 | -8,47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 7.520 | 0,00 | 318 | 5,67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7.560 | -1,31 | 319 | 4,59 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37.910 | -0,79 | 1.601 | 4,92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.647 | -0,29 | 323 | 5,23 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 18.515 | -10,24 | 782 | -5,10 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6.170 | 0,00 | 261 | 5,69 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 19.643 | -4,38 | 830 | 1,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110.148 | 2,26 | 4.652 | 8,14 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12.313 | 520 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 290 | 308,45 | 12 | 500,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 22.317 | 0,19 | 942 | 5,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55.393 | 0,22 | 2.339 | 5,98 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 30.056 | 0,00 | 1.269 | 5,75 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 8.055 | -19,99 | 342 | -8,82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.700 | 31,37 | 283 | 38,92 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 30.285 | 0,00 | 1.279 | 5,71 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6.223 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38.180 | 6,69 | 1.612 | 12,81 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19.550 | 248,80 | 826 | 269,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 89.536 | 0,56 | 3.781 | 6,36 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 28.157 | -22,06 | 1.189 | -17,55 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.301 | 7,07 | 1.406 | 13,20 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1.329 | 210,51 | 56 | 229,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63.762 | 2.693 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13.971 | -0,04 | 590 | 5,56 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15.881 | 68,20 | 671 | 77,72 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24.201 | 0,00 | 1.039 | 7,45 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 34.651 | 3,59 | 1.463 | 9,59 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 655 | 1.210,00 | 28 | 2.600,00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 21.131 | 0,00 | 892 | 5,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17.720 | 4,27 | 748 | 10,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107.754 | 0,53 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 45.053 | -0,33 | 1.903 | 5,37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 82.011 | 0,00 | 3.463 | 5,74 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 13.893 | 0,00 | 587 | 5,58 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 800 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8.484 | -11,65 | 358 | -6,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 171.387 | 7,20 | 7.238 | 13,36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 83.745 | -0,18 | 3.537 | 5,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207.744 | 11,48 | 8.773 | 17,90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 846.204 | 360,08 | 35.735 | 386,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.833 | 7,31 | 542 | 13,42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 19.905 | 0,00 | 841 | 5,79 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9.395 | -7,44 | 397 | -2,22 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4.230 | 0,00 | 179 | 5,95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.424 | 271 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78.662 | 169,19 | 3.322 | 184,82 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 50.804 | -0,20 | 2.145 | 5,56 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 104.429 | 0,00 | 4.410 | 5,76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22.975 | 152,03 | 970 | 166,48 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 10.579 | -6,99 | 447 | -1,76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 82.494 | -5,98 | 3.484 | -0,57 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Vantage Point Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 65.615 | 0,00 | 2.771 | 5,73 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 31.319 | -0,06 | 1.323 | 5,68 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15.661 | 0,00 | 661 | 10,35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17.277 | 0,00 | 730 | 5,81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.605 | -8,70 | 224 | -9,35 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2.000 | 80 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.990 | 0,00 | 84 | 6,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8.847 | -1,94 | 374 | 3,61 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5.819 | -68,74 | 246 | -67,03 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.825 | 77 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.000 | 14,55 | 127 | 21,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297.489 | 3,23 | 12.563 | 9,16 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 53.104 | -37,52 | 2.243 | -33,94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.710 | -13,71 | 452 | -8,69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7.494 | 0,00 | 316 | 5,69 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 142.477 | 8,35 | 6.017 | 14,57 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 33.281 | -8,86 | 1.420 | -2,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26.387 | -1,02 | 1.114 | 4,70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.850 | 0,00 | 120 | 6,19 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 7.923 | 0,00 | 335 | 5,70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4.996 | 0,00 | 211 | 5,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54.753 | 1,33 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 543 | 0,00 | 23 | 4,76 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13.800 | -0,06 | 583 | 5,63 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12.581 | -31,61 | 531 | -27,66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9.320 | 0,00 | 394 | 5,65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6.959 | -36,34 | 294 | -32,80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 89.250 | -17,32 | 3.769 | -12,55 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16.062 | 7,78 | 678 | 13,95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50.452 | -2,77 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.227 | 152,00 | 1.783 | 166,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43.013 | 83,52 | 1.816 | 94,22 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7.268 | -35,87 | 307 | -32,30 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1.667.939 | -2,77 | 70.437 | 2,82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.878 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5.878 | 13,39 | 248 | 19,81 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17.813 | 0,00 | 762 | 7,03 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4.518 | 0,00 | 191 | 5,56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 34.665 | 15,09 | 1.464 | 21,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 137.896 | -12,30 | 5.823 | -7,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 28.033 | -9,08 | 1.184 | -3,90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 89.896 | -0,76 | 3.881 | 7,90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15.556 | 0,00 | 657 | 5,64 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.732 | 3,67 | 1 | -100,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 730.584 | -0,70 | 30.853 | 5,01 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 319 | 0,00 | 13 | 8,33 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.132 | 0,00 | 518 | 7,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 272.471 | 10,53 | 11.506 | 16,88 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 60.018 | 1,52 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17.175 | 0,00 | 725 | 5,84 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 12.896 | 1,89 | 1 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 9.187 | 0,00 | 388 | 5,74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 65.318 | -13,25 | 2.758 | -8,25 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 300 | 12 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 310.752 | 1,51 | 13.123 | 7,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22.952 | -35,26 | 969 | -31,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32.776 | -0,80 | 1.384 | 4,93 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 42.000 | 22,91 | 1.774 | 29,99 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11.130 | -7,62 | 470 | -2,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.105 | 89 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23.600 | 0,00 | 942 | 0,00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 6.865 | 0,00 | 290 | 5,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.262 | 208,17 | 96 | 227,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9.904 | 0,00 | 418 | 5,82 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13.755 | 0,00 | 581 | 5,65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6.208 | 1,64 | 262 | 7,82 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 8.287 | 0,00 | 350 | 5,76 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7.055 | 282 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 35.895 | -53,54 | 1.516 | -50,89 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 691.542 | 5,38 | 29.204 | 11,45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 313 | 13 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9.473 | -1,72 | 400 | 4,17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 58.032 | 2,88 | 2.451 | 8,79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 4.887 | 206 |
