Grundlæggende statistik
| Institutionelle ejere | 247 total, 247 long only, 0 short only, 0 long/short - change of 22,28% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2387 % - change of 4,85% MRQ |
| Institutionelle aktier (lange) | 21.702.829 (ex 13D/G) - change of 3,13MM shares 16,83% MRQ |
| Institutionel værdi (lang) | $ 844.933 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October (US:POCT) har 247 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,702,829 aktier. Største aktionærer omfatter Alliancebernstein L.p., Cerity Partners LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Penserra Capital Management LLC, Brookstone Capital Management, Wealth Enhancement Advisory Services, Llc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Allworth Financial LP, and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October (BATS:POCT) 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 March 6, 2026 is 43,63 / share. Previously, on March 7, 2025, the share price was 39,42 / share. This represents an increase of 10,67% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 7.545 | 912,75 | 331 | 934,38 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 19.198 | -0,60 | 843 | 1,32 | ||||
| 2026-01-22 | 13F | City Holding Co | 14.862 | -9,06 | 653 | -7,39 | ||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 10.981 | 482 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 32.947 | -2,73 | 1.451 | -0,62 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 607.412 | 26.678 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 219.915 | 5.371,88 | 9.659 | 5.482,66 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 17.150 | 7,38 | 753 | 9,45 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 5.211 | 1,03 | 229 | 2,70 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 8.461 | 0,00 | 372 | 1,92 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 6.525 | 0,00 | 287 | 1,78 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 6.907 | 303 | ||||||
| 2026-01-23 | 13F | Atala Financial Inc | 8.409 | 0,00 | 369 | 1,93 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 17.160 | -16,00 | 759 | -14,24 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 70.195 | -5,54 | 3.083 | -3,75 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 6.798 | 8,72 | 299 | 10,78 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 260.328 | 38.988,29 | 12.183 | 43.410,71 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 795.864 | 13,14 | 34.954 | 16,16 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 893.154 | 340,66 | 39.227 | 349,08 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 48.033 | 0,30 | 2.110 | 2,18 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 11.394 | 35,68 | 500 | 38,50 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 172.787 | 15,98 | 7.589 | 18,17 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.577.949 | 36,31 | 69.304 | 38,91 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 44.093 | 1.937 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 29.711 | 1.305 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 44.751 | -4,79 | 1.965 | -2,96 | ||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 18.746 | -10,23 | 823 | -8,56 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 180.300 | 9,70 | 7.919 | 11,79 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 37.755 | 1.658 | ||||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 4.630 | 203 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 77.821 | -5,34 | 3.418 | -3,56 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 353 | 0,00 | 16 | 0,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 54.700 | 0,16 | 2.402 | 2,08 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 1.624 | 71 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 7.855 | 345 | ||||||
| 2025-11-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 15.771 | -43,65 | 695 | -42,70 | ||||
| 2026-01-23 | 13F | Blue Sky Capital Consultants Group, Inc. | 11.110 | 488 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 17.918 | -1,52 | 1 | |||||
| 2026-01-12 | 13F | Central Valley Advisors, Llc | 12.476 | 0,00 | 548 | 1,86 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 111.554 | 12,27 | 4.899 | 14,41 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 12.415 | 545 | ||||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 11.031 | 0,00 | 475 | 4,40 | ||||
| 2025-10-27 | 13F | O'Connor Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-06 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 73.085 | 97,47 | 3.210 | 101,19 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 22.196 | 0,00 | 975 | 1,88 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 88 | 1,16 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 83.286 | 37,60 | 3.658 | 40,22 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 454.521 | -19,15 | 19.963 | -17,61 | ||||
| 2025-11-10 | 13F | Frisch Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 90.680 | 3.983 | ||||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 42.346 | 1.860 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.944 | -1,11 | 305 | 0,66 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 47.822 | -6,69 | 2.100 | -4,89 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 6.685 | 294 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.055 | 2.809,52 | 134 | 3.250,00 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 115.188 | 16,27 | 5.059 | 18,51 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 68.823 | 36,51 | 3.023 | 39,13 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 1.623 | 71 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 61.424 | 8,09 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 385 | 17 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 1.914.793 | -3,48 | 84.098 | -1,64 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 29.104 | 257,94 | 1.278 | 265,14 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 245.589 | 11,48 | 11 | 11,11 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 20.172 | -17,21 | 886 | -15,71 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 5.135 | -2,84 | 226 | -0,88 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 6.140 | -14,57 | 270 | -12,94 | ||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 9.546 | 0,00 | 419 | 1,95 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 478 | 38,95 | 21 | 42,86 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 6.508 | 0,00 | 286 | 1,79 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 8.530 | 0,00 | 375 | 1,91 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 25.778 | 1.132 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 10.224 | 54,77 | 449 | 58,10 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 8.542 | 375 | ||||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 18.697 | 59,67 | 821 | 62,90 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 500 | 0,00 | 22 | 0,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 27.412 | 3,38 | 1.204 | 5,34 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 34.959 | 0,00 | 1.535 | 1,93 | ||||
| 2025-09-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.448.463 | 16,73 | 60.705 | 26,32 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.444 | 31,99 | 459 | 34,31 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 7.046 | 309 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 15.696 | 28,55 | 689 | 30,99 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 89.424 | -3,28 | 3.928 | -1,43 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.512 | -28,07 | 67 | -26,37 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 4.625 | 203 | ||||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 5.108 | 224 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.769 | 297 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 165.010 | 315,98 | 7.247 | 324,05 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 8.652 | 380 | ||||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 59.500 | 0,68 | 2.613 | 2,59 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 2.592 | 0,00 | 114 | 1,80 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 18.815 | 8,97 | 826 | 11,02 | ||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 13.565 | -3,55 | 596 | -1,82 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 761 | 0,00 | 33 | 3,13 | ||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 25.372 | 0,00 | 1.114 | 1,92 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 65.260 | 47,03 | 2.866 | 49,82 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 60 | 3 | ||||||
| 2026-02-06 | 13F | Seros Financial, LLC | 6.132 | 0,00 | 269 | 1,89 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 40.652 | 50,17 | 1.785 | 53,09 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 7.989 | 0,00 | 351 | 1,74 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 27.949 | 0,00 | 1.228 | 1,91 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 318 | 0,00 | 14 | 0,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 109.869 | 45,24 | 5 | 33,33 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 119 | 5 | ||||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 4.229 | 17,67 | 186 | 20,13 | ||||
| 2026-01-09 | 13F | Ptm Wealth Management, Llc | 19.672 | 0,00 | 867 | 1,88 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 7.755 | 39,91 | 341 | 42,86 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 5.893 | 2,56 | 259 | 4,45 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 57.992 | 7,67 | 2.547 | 9,74 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 39.213 | 0,00 | 1.722 | 1,89 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 58.745 | 0,00 | 2.580 | 1,94 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 20.456 | 898 | ||||||
| 2026-01-07 | 13F | American Asset Management Inc. | 6.960 | 0,00 | 306 | 2,01 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 24.387 | -38,46 | 1.071 | -37,26 | ||||
| 2026-02-10 | 13F | Gill Capital Partners, Llc | 45.454 | 74,53 | 1.996 | 77,90 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 17.231 | 1 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 6.310 | -3,90 | 277 | -1,77 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 77.315 | -0,31 | 3.396 | 1,59 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 19.154 | 841 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 186.976 | 8.212 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.410 | -0,51 | 1 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.953 | 46,57 | 525 | 49,29 | ||||
| 2026-02-02 | 13F | Welch Financial Planning, LLC | 6.433 | 283 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 179 | 0,00 | 8 | 0,00 | ||||
| 2026-02-02 | 13F | Bullseye Investment Management, LLC | 78.638 | 0,00 | 3.055 | 0,00 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 21.546 | 0,79 | 946 | 2,71 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 39.392 | -0,67 | 1.730 | 1,23 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 74.988 | 2,86 | 3.293 | 4,81 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 137.995 | 26,35 | 6.061 | 28,74 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Pinnacle Wealth Management Group, Inc. | 20.990 | 90,13 | 922 | 93,89 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 17.134 | 31,07 | 753 | 32,86 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 6.301 | 277 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 250.883 | 2,71 | 11.019 | 4,65 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 11.495 | 0,00 | 505 | 1,82 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 43.240 | -7,68 | 1.899 | -5,90 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 8.484 | 0,00 | 373 | 1,92 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 19.333 | -8,47 | 849 | -6,70 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 11.270 | 495 | ||||||
| 2026-01-08 | 13F | Elmwood Wealth Management, Inc. | 71.554 | 4,64 | 3.143 | 6,62 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 24.895 | 32,25 | 1.093 | 34,77 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 371.926 | 941,58 | 16.335 | 961,34 | ||||
| 2025-10-10 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 3.450 | 152 | ||||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 27.445 | 0,27 | 1.208 | 2,29 | ||||
| 2026-02-09 | 13F | TrustBank | 6.099 | 268 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 86.660 | 15.514,41 | 3.806 | 16.447,83 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 32.492 | 1.427 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 15.223 | 2,35 | 669 | 4,21 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 8.509 | 41,51 | 374 | 44,02 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 10.090 | 443 | ||||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 11.850 | 520 | ||||||
| 2025-11-12 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 6.483 | -3,25 | 285 | -1,39 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 193.497 | -4,74 | 8.498 | -2,92 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 5.512 | 242 | ||||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 6.409 | 281 | ||||||
| 2025-10-23 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 7.672 | -32,28 | 338 | -30,94 | ||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 5.881 | 0,00 | 258 | 1,98 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 21.866 | 97,61 | 960 | 101,68 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 422.593 | 16,60 | 18.560 | 18,82 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 34.522 | 6,64 | 1.516 | 8,67 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 16.102 | -3,36 | 707 | -1,67 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 20.896 | -2,84 | 918 | -0,97 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 12.181 | 0,00 | 535 | 1,71 | ||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 50.860 | 2 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 24.541 | 67,36 | 1.078 | 70,41 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 7.075 | 311 | ||||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 13.105 | -18,57 | 576 | -17,39 | ||||
| 2026-02-10 | 13F | Corrado Advisors, Llc | 30.715 | 135,53 | 1.349 | 140,04 | ||||
| 2025-11-14 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BCS Wealth Management | 71.533 | 97,96 | 3.142 | 101,73 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 6.209 | -1,82 | 273 | 0,00 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 183.397 | -7,12 | 8.055 | -5,36 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 79.474 | -13,91 | 3.490 | -12,27 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 22.682 | 996 | ||||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 45.585 | 4,70 | 2.002 | 6,72 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.735 | 0,00 | 76 | 2,70 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 18.434 | 11,80 | 810 | 13,94 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 252.367 | 2,79 | 11.084 | 4,74 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 27.222 | 1.196 | ||||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 6.800 | -1,88 | 299 | 0,00 | ||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 80.750 | -38,67 | 3.547 | -37,50 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 39.891 | -12,14 | 1.752 | -10,43 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 57.723 | 7,00 | 2.535 | 9,03 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 9.010 | 0,00 | 396 | 1,80 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 384.039 | 9,50 | 16.867 | 11,58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 781.573 | 18,56 | 34.327 | 122.492,86 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 12.965 | 55,89 | 569 | 58,94 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 92.970 | 4.083 | ||||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 197.218 | 54,97 | 8.662 | 57,93 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 15.770 | 37,67 | 693 | 40,37 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 244.048 | 20,72 | 10.719 | 23,01 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 153.421 | 3,19 | 6.738 | 5,17 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 9.525 | -20,79 | 418 | -19,31 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 9.135 | 0,00 | 401 | 2,04 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 5.424 | 238 | ||||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 25.427 | -3,99 | 1.117 | -2,19 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 59.061 | 46,79 | 2.594 | 49,54 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 9.090 | 16.733,33 | 399 | 19.850,00 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 62.882 | 16,52 | 2.762 | 18,70 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 15.604 | 685 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 41.061 | 7,20 | 1.803 | 9,27 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 17.158 | 7,21 | 754 | 9,29 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 14.338 | 3,89 | 1 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 270.704 | 3,16 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 6.878 | 302 | ||||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 7.815 | 346 | ||||||
| 2025-10-21 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 115.928 | 21,48 | 5.092 | 23,81 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 268.853 | 34,59 | 11.808 | 37,16 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 112.812 | -12,76 | 4.955 | -11,11 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 23.409 | 1.028 | ||||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 20.296 | 10,49 | 1 | |||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 39.449 | 1.733 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 198.815 | -1,04 | 8.732 | 0,84 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 831.988 | 157,28 | 36.774 | 163,47 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.054 | 46 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 6.683 | 26,12 | 294 | 28,51 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 13.587 | 9,35 | 597 | 11,40 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 14.927 | 32,78 | 656 | 35,33 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 26.916 | 6,78 | 1.182 | 8,84 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 10.815 | 12,73 | 475 | 14,77 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 8.675 | 0,00 | 381 | 2,14 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 6.500 | 285 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.912 | 0,00 | 172 | 1,79 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 9.203 | 404 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 26.810 | 64,62 | 1.177 | 67,90 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 7.703 | -99,47 | 338 | -99,46 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 4.190 | 3.815,89 | 184 | 4.500,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 26.217 | 1,29 | 1.151 | 3,23 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 804 | 35 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 424.039 | 206,64 | 18.624 | 212,47 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 5.196 | 3,92 | 228 | 6,05 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 163.375 | -34,98 | 7.175 | -33,75 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 53.776 | 958,79 | 486 | 122,94 | ||||
| 2026-01-30 | 13F | Pacific Park Financial, Inc. | 16.045 | 705 | ||||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 2.450 | 145,00 | 108 | 148,84 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 17.199 | 0,00 | 755 | 1,75 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 14.847 | 2,91 | 652 | 4,99 | ||||
| 2025-11-12 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 27.415 | 11,84 | 1.204 | 14,02 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6.818 | -28,87 | 299 | -27,60 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.114 | 93 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 138.725 | 15,84 | 6.093 | 18,04 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 8.368 | 9,59 | 368 | 11,55 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 131.475 | -24,39 | 6 | -99,93 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 34.511 | 3,50 | 1.516 | 5,43 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 171 | 8 | ||||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 14.302 | 0,03 | 628 | 1,95 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 4.778 | 210 | ||||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 1.417.784 | -1,80 | 62 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 35.850 | -4,65 | 1.575 | -2,84 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 24.933 | 112,23 | 1.095 | 116,40 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.967 | 86 | ||||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 11.047 | 0,00 | 485 | 1,89 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 |
