Grundlæggende statistik
| Institutionelle ejere | 181 total, 181 long only, 0 short only, 0 long/short - change of 5,23% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2461 % - change of 11,87% MRQ |
| Institutionelle aktier (lange) | 14.434.666 (ex 13D/G) - change of 2,57MM shares 21,61% MRQ |
| Institutionel værdi (lang) | $ 455.641 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (US:PMAY) har 181 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 14,434,666 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Raymond James Financial Inc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kovitz Investment Group Partners, LLC, Cetera Investment Advisers, LPL Financial LLC, and Southland Equity Partners LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY) 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 38,73 / share. Previously, on September 16, 2024, the share price was 34,90 / share. This represents an increase of 10,98% 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 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 33.740 | -0,56 | 1.275 | 4,94 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 16.677 | 0,00 | 632 | 5,70 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 42.502 | -1,36 | 1.606 | 4,15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15.722 | 594 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.546.071 | 14,08 | 58 | 20,83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38.296 | 5,76 | 1.447 | 11,65 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11.582 | 147,90 | 438 | 161,68 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 32.613 | -30,74 | 1.232 | -26,88 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6.700 | 0,00 | 253 | 5,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.500 | -11,76 | 57 | -6,67 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11.334 | 16,99 | 428 | 23,70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14.644 | 20,06 | 553 | 26,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 78.219 | 161,23 | 2.956 | 175,91 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.742 | 0,00 | 66 | 4,84 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.193 | 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.776 | 14,38 | 332 | 20,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.438 | 0,00 | 130 | 4,88 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9.990 | 33,82 | 378 | 41,20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18.203 | 0,00 | 688 | 5,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.594 | 60,19 | 363 | 69,16 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 15.545 | 0,00 | 587 | 5,58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6.678 | -1,98 | 252 | 3,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15.671 | 0,00 | 592 | 5,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18.009 | -70,18 | 681 | -68,55 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6.734 | 6,58 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7.546 | 18,91 | 285 | 25,55 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8.066 | -7,94 | 305 | -2,88 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 39.320 | -24,73 | 1.486 | -20,59 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16.596 | 0,00 | 627 | 5,56 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2.371 | 0,00 | 90 | 5,95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15.170 | 0,00 | 573 | 5,52 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125.237 | 4.732 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 37.147 | 0,55 | 1.404 | 6,13 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49.548 | 15,15 | 1.872 | 21,56 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38.314 | 13,07 | 1.448 | 19,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 507.341 | 26,67 | 19.172 | 33,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140.998 | 60,90 | 5.328 | 69,84 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 12.858 | 0,00 | 486 | 5,43 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58.076 | 2.219 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 7.273 | -1,49 | 275 | 3,79 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27.900 | 3,33 | 1.054 | 9,11 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 4.697 | 0,00 | 177 | 5,36 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6.980 | 10,97 | 264 | 16,89 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 30.411 | 0,00 | 1.149 | 5,61 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 12.099 | -0,83 | 457 | 4,82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6.109 | 0,21 | 231 | 5,50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8.029 | -5,71 | 303 | -0,33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5.640 | 0 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.350.903 | 10,76 | 48.457 | 9,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411.419 | 24,18 | 16 | 36,36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9.676 | 366 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 54.120 | -1,44 | 2.045 | 4,07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 1.507 | 0,00 | 57 | 5,66 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 7.838 | 0,00 | 296 | 5,71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6.735 | -14,94 | 255 | -10,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170.580 | 239,11 | 6.456 | 258,67 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115.406 | 85,50 | 4.361 | 95,82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 29.723 | -1,00 | 1.070 | -0,83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9.950 | -3,36 | 376 | 1,90 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14.508 | 0,00 | 548 | 5,18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25.139 | 39,36 | 950 | 47,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5.549 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18.978 | -11,53 | 717 | -6,52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 465 | 167,24 | 18 | 183,33 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102.713 | 13,60 | 3.881 | 19,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15.123 | 52,22 | 571 | 60,85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 59 | -35,87 | 2 | -33,33 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8.643 | 12,64 | 327 | 18,98 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11.546 | 0,22 | 436 | 5,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.822 | 0,00 | 258 | 5,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 152.722 | 128,87 | 5.771 | 141,67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15.687 | 26,18 | 593 | 33,03 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15.144 | -14,33 | 572 | -9,49 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21.008 | 61,50 | 794 | 70,54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.575 | 6,95 | 248 | 12,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77.621 | 17,56 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39.725 | -48,97 | 1.501 | -46,12 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15.180 | 0,00 | 574 | 5,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 37.853 | 0,00 | 1.430 | 5,54 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23.992 | 12,63 | 907 | 18,90 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 49.255 | 0,00 | 1.861 | 5,56 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 36.967 | -2,92 | 1.397 | 2,42 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.000 | 0,00 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495.679 | 20,67 | 18.727 | 27,35 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8.700 | 0,00 | 329 | 5,47 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25.190 | 0,00 | 952 | 5,55 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 23.846 | -0,66 | 901 | 4,89 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 500 | -47,37 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10.741 | 406 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 9.082 | 0,00 | 343 | 5,54 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 163.667 | -2,74 | 6.185 | 2,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36.332 | 8,74 | 1.373 | 14,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48.632 | 0,95 | 1.838 | 6,55 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1.500 | 0,00 | 57 | 5,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255.323 | 5,30 | 9.648 | 11,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 134.808 | 44,51 | 5.094 | 52,56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 31.105 | 29,21 | 1.175 | 36,47 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 30.010 | -4,00 | 1.134 | 1,34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17.996 | 680 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26.681 | 0,00 | 1.008 | 5,55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86.603 | -44,98 | 3.273 | -41,92 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11.267 | 0,00 | 426 | 5,46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77.548 | 100,68 | 2.930 | 111,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.682 | -49,20 | 290 | -46,40 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 69.283 | 21,51 | 2.618 | 28,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9.009 | 0,00 | 340 | 7,26 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.196 | 574 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11.026 | 29,79 | 417 | 36,84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 80.617 | -5,62 | 3.046 | -0,36 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 68.287 | 25,42 | 2.580 | 32,38 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 125 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5.250 | -0,40 | 198 | 5,32 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12.609 | 17,56 | 476 | 24,28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6.344 | 0,00 | 240 | 5,29 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 19.217 | 0,00 | 726 | 5,68 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 58.967 | 15,57 | 2.228 | 22,02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 197.799 | 0,30 | 7.474 | 5,86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21.260 | 0,00 | 810 | 5,75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.995 | -5,50 | 227 | -0,44 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303.092 | 30,89 | 11.453 | 38,17 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8.976 | -12,53 | 339 | -3,98 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12.461 | 0,00 | 471 | 5,38 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.800 | 0,00 | 68 | 6,25 | ||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPWealth LLP | 153.864 | 5.814 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14.901 | -30,60 | 563 | -26,69 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85.650 | -2,97 | 3.259 | 2,78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7.542 | 288 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 18.354 | 0,00 | 694 | 5,48 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 108.604 | 4,29 | 4.104 | 10,09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10.723 | 405 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70.161 | 208,40 | 3 | |||||
| 2025-05-09 | 13F | Mitchell Capital Management Co | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 68.611 | 33,51 | 2.593 | 40,95 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9.528 | -1,64 | 360 | 4,05 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5.600 | 0,00 | 212 | 5,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82.988 | 8,18 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12.250 | 0,00 | 463 | 5,48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13.112 | 28,90 | 495 | 35,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 74.343 | -4,03 | 2.809 | 1,30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151.720 | 6,72 | 5.733 | 12,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6.287 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2.000 | 0,00 | 76 | 5,63 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94.641 | 88,41 | 3.576 | 98,89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3.546.015 | 28,17 | 133.998 | 35,29 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 143.534 | 4,69 | 5.424 | 10,49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.175 | -3,36 | 349 | 2,95 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.266 | 1.495,76 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116.746 | 8,93 | 4.412 | 14,96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64.602 | 1,69 | 2 | -99,91 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 4.221 | 246,84 | 160 | 269,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26.807 | 0,00 | 1.013 | 5,53 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 17.001 | 3,44 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16.417 | -3,72 | 620 | 1,64 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 231.771 | 42,97 | 8.758 | 50,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258.367 | 10,80 | 9.763 | 16,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18.500 | 20,92 | 699 | 27,79 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14.361 | 543 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 35.201 | -5,99 | 1.330 | -0,75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25.105 | 124,85 | 949 | 137,59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 49.594 | 459,37 | 1.874 | 491,17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13.706 | 0,73 | 518 | 6,16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 59.011 | 107,73 | 2.230 | 119,17 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31.480 | 16,27 | 1.190 | 22,70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9.619 | 363 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30.104 | 1.138 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 22.000 | -74,60 | 831 | -73,20 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15.066 | 0,00 | 569 | 5,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 34.774 | 0,00 | 1.314 | 5,63 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 36.432 | -0,42 | 1.377 | 5,12 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23.699 | -3,25 | 896 | 2,17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55.038 | 10,88 | 2.080 | 16,99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 65.175 | 2.462 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 7.437 | 281 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.917 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.125 | -17,00 | 118 | -12,59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5.941 | 0,00 | 224 | 5,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 | -86,27 | 3 | -88,89 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5.825 | -4,90 | 220 | 0,46 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 14.180 | 0,00 | 536 | 5,52 |
