Grundlæggende statistik
| Institutionelle ejere | 195 total, 195 long only, 0 short only, 0 long/short - change of 1,04% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2182 % - change of -12,80% MRQ |
| Institutionelle aktier (lange) | 14.670.597 (ex 13D/G) - change of -0,48MM shares -3,14% MRQ |
| Institutionel værdi (lang) | $ 498.234 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (US:PSEP) har 195 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 14,670,597 aktier. Største aktionærer omfatter Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Stuart Chaussee & Associates, Inc., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Cresset Asset Management, LLC, LPL Financial LLC, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP) 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 8, 2025 is 42,41 / share. Previously, on September 9, 2024, the share price was 37,47 / share. This represents an increase of 13,18% 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 | Merit Financial Group, LLC | 8.377 | 343 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8.550 | 0,00 | 352 | 7,32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33.417 | -16,85 | 1.368 | -11,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.942 | 0,00 | 243 | 6,14 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 18.234 | 0,00 | 746 | 6,43 | ||||
| 2025-07-07 | 13F | Trust Co | 382 | 0,00 | 16 | 7,14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 566 | 0,00 | 23 | 9,52 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5.580 | 0,00 | 228 | 6,54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34.645 | -27,02 | 1.417 | -22,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.717 | -1,72 | 70 | 4,48 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8.826 | -28,69 | 361 | -24,21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13.476 | -7,94 | 551 | -1,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20.375 | 0,00 | 833 | 6,52 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4.008 | 0,00 | 164 | 6,54 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9.031 | 0,00 | 369 | 6,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 33.732 | -4,68 | 1.385 | 5,32 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 7.000 | 0,00 | 286 | 6,72 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 13.810 | -1,31 | 565 | 5,03 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9.468 | 0,00 | 364 | -1,89 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6.203 | 0,00 | 254 | 6,30 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.875 | 0,00 | 240 | 6,67 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10.814 | -21,72 | 442 | -16,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33.000 | 0,00 | 1.349 | 6,47 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.173 | -0,63 | 130 | 5,74 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 5.642 | 0,00 | 231 | 6,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 38.787 | -44,17 | 1.586 | -40,55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7.800 | -4,17 | 319 | 1,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49.467 | 0,15 | 2.023 | 6,59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40.405 | 3,18 | 1.652 | 9,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52.033 | -4,02 | 2.128 | 2,16 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 42.388 | -36,20 | 1.733 | -32,07 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75.052 | 0,00 | 3.069 | 6,45 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 48.507 | 0,00 | 1.983 | 6,44 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 44.895 | -2,72 | 1.836 | 3,56 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 79.483 | -1,67 | 3.250 | 4,70 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 48.335 | -2,69 | 1.976 | 3,62 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.008 | 0,00 | 41 | 7,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.030 | 0,00 | 247 | 6,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.433.715 | 15,78 | 59 | 23,40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17.580 | 2,40 | 719 | 8,95 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 6.890 | 0,00 | 282 | 6,44 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19.150 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 47.531 | -20,17 | 1.944 | -15,00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.060 | -0,05 | 248 | 6,47 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40.539 | 3,86 | 1.658 | 10,54 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.035 | 0,00 | 369 | 6,34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 600.138 | -8,50 | 25 | -4,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.110 | -23,44 | 495 | -18,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205.041 | 0,10 | 8.384 | 6,56 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 23.305 | -0,27 | 953 | 6,13 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.968 | 0,00 | 121 | 6,14 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 72.858 | -9,33 | 2.979 | -3,47 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.252.721 | 12,40 | 47.979 | 8,41 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9.350 | -1,06 | 382 | 5,52 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 51.908 | 0,00 | 2.123 | 6,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 332.538 | -2,80 | 13.597 | 3,48 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6.137 | -3,31 | 251 | 2,88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8.084 | -46,42 | 331 | -43,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15.729 | -46,40 | 611 | -46,77 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.893 | 200 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8.825 | 0,00 | 361 | 6,51 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41.151 | -10,98 | 1.683 | -5,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20.021 | -5,98 | 819 | 0,12 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 25.616 | -5,51 | 1.047 | 0,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.078 | 12,09 | 862 | 19,25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 646 | 0,00 | 26 | 8,33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2.505 | 0,00 | 102 | 6,25 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 121.577 | -9,93 | 4.971 | -4,11 | ||||
| 2025-07-17 | 13F | City Holding Co | 21.855 | -6,42 | 893 | -0,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.972 | -4,77 | 408 | 1,24 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 24.067 | 0,00 | 984 | 6,26 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4.459 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.629 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12.954 | 0,00 | 530 | 6,44 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 160.502 | -0,01 | 6.563 | 6,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122.394 | 190,57 | 5 | 400,00 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 16.458 | -0,57 | 673 | 5,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 100.885 | -1,96 | 4.125 | 4,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90.849 | -8,13 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1.677 | 1,21 | 69 | 7,94 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 8.290 | 0,00 | 339 | 6,29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.776 | -2,80 | 809 | 3,46 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 43.335 | -0,91 | 1.772 | 5,48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13.301 | 544 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116.978 | -27,95 | 4.811 | -22,85 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 34.931 | 0,00 | 1.428 | 6,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10.992 | 0,00 | 449 | 6,40 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23.951 | -6,28 | 979 | -0,20 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 45.689 | -0,48 | 1.868 | 5,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 51.572 | -2,37 | 2.109 | 3,89 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.693 | -33,61 | 69 | -28,87 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6.333 | 0,00 | 259 | 6,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31.677 | 1.295 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5.409 | -18,95 | 221 | -13,67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7.600 | -6,17 | 311 | -0,32 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 15.260 | -0,16 | 624 | 6,13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 245 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 8.375 | 0,00 | 342 | 6,54 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5.085 | 208 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 5.615 | 0,00 | 230 | 6,51 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 6.296 | 0,00 | 257 | 6,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 338.746 | 6,17 | 13.851 | 13,02 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 16.000 | 0,00 | 654 | 6,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323.809 | 16,93 | 13.241 | 24,47 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25.288 | 0,00 | 1.034 | 6,49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26.030 | -1,14 | 1.064 | 5,24 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 305.087 | -3,09 | 12.475 | 3,18 | ||||
| 2025-05-15 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 49.700 | -0,23 | 2.032 | 6,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12.527 | 1,20 | 512 | 8,94 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.458 | 509 | ||||||
| 2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 69.660 | -2,33 | 2.848 | 3,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90.984 | -38,93 | 3.720 | -34,99 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 26.330 | -1,25 | 1.077 | 5,08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86.635 | 73,57 | 3.543 | 84,77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.849 | -2,45 | 321 | 3,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 61.198 | -23,57 | 2.502 | -18,63 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.990 | 0,00 | 81 | 6,58 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 95.803 | -0,84 | 3.917 | 5,58 | ||||
| 2025-04-21 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1.300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3.106 | 25,85 | 127 | 35,11 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 13.888 | -10,13 | 568 | -4,38 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 400 | 0,00 | 16 | 6,67 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6.817 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 95.286 | -4,78 | 3.896 | 1,38 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 57.317 | -0,31 | 2.344 | 6,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.453 | 0,00 | 223 | 6,22 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 14.352 | 0,00 | 587 | 6,35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240.622 | 0,77 | 9.839 | 7,28 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5.357 | 0,00 | 222 | 7,80 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3.947 | 0,00 | 161 | 6,62 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.612 | -35,82 | 434 | -31,81 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11.205 | 0,00 | 458 | 6,51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25.640 | 9,04 | 1.048 | 16,06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20.461 | -23,10 | 837 | -18,20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.786 | -57,76 | 359 | -53,92 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.500 | 0,00 | 61 | 7,02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14.670 | 0,00 | 600 | 6,39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 342.637 | -0,71 | 14.010 | 5,70 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7.397 | 0,00 | 302 | 6,34 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 7.487 | -65,67 | 306 | -63,44 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 49.891 | -0,45 | 2.040 | 6,03 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3.304.961 | -2,64 | 135.140 | 3,64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179.868 | 6,09 | 7.355 | 12,95 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.734 | 7,29 | 398 | 14,37 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 8.088 | -3,98 | 331 | 0,30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32.798 | -1,10 | 1.341 | 5,34 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.928 | 168,85 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9.096 | -65,95 | 372 | -63,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 252.392 | -51,47 | 10.320 | -48,34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12.022 | -3,41 | 492 | 2,72 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7.690 | -24,53 | 314 | -19,69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 28.105 | -0,12 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22.710 | 0,00 | 929 | 6,42 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14.128 | 0,00 | 1 | -100,00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9.077 | 0,00 | 371 | 6,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 52.920 | 291,13 | 2.164 | 316,76 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162.016 | 2,88 | 6.625 | 9,52 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2.774 | 0,00 | 113 | 6,60 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.733 | -17,49 | 529 | -11,41 | ||||
| 2025-04-29 | 13F | SMART Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3.866 | 15,16 | 151 | 17,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10.920 | -73,53 | 447 | -71,84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30.844 | 189,15 | 1.261 | 208,31 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7.761 | 0,00 | 317 | 6,38 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6.680 | -26,59 | 276 | -21,20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56.558 | -0,87 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 33.480 | -0,39 | 1.369 | 6,05 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 50.498 | -10,67 | 2.065 | -4,93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54.620 | 5,05 | 2.233 | 11,82 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13.324 | 0,00 | 545 | 6,46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19.312 | -6,83 | 790 | -0,88 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4.955 | 0,00 | 203 | 6,32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5.253 | 0,00 | 215 | 6,47 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.283 | -3,86 | 257 | 0,39 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 67.432 | -11,35 | 2.757 | -5,61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11.872 | -2,42 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 614.899 | -9,22 | 25.143 | -3,36 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 8.099 | -11,62 | 331 | -5,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33.686 | -0,43 | 1.400 | 7,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.435 | 0,00 | 1.449 | 6,39 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11.850 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5.700 | 0,00 | 233 | 6,88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.392 | 0,00 | 384 | 6,67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.743 | 0,00 | 71 | 7,58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26.876 | 0,00 | 1.099 | 6,19 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 28.399 | -72,83 | 1.161 | -71,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 561.087 | -0,06 | 22.943 | 6,39 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.003 | -10,13 | 409 | -4,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.630 | -60,62 | 67 | -58,23 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 15.186 | -7,35 | 621 | -1,43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 | -37,10 | 2 | -50,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11.479 | 9,54 | 469 | 16,67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 |
