Grundlæggende statistik
Institutionelle ejere | 246 total, 246 long only, 0 short only, 0 long/short - change of 6,03% MRQ |
Gennemsnitlig porteføljeallokering | 0.3924 % - change of 15,35% MRQ |
Institutionelle aktier (lange) | 48.429.821 (ex 13D/G) - change of 5,14MM shares 11,87% MRQ |
Institutionel værdi (lang) | $ 1.108.426 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (US:RDVI) har 246 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 48,429,821 aktier. Største aktionærer omfatter LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Stifel Financial Corp, Royal Bank Of Canada, Commonwealth Equity Services, Llc, Cetera Investment Advisers, Advisor Group Holdings, Inc., Spectrum Wealth Counsel, LLC, and Baird Financial Group, Inc. .
First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI) 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 11, 2025 is 25,76 / share. Previously, on September 12, 2024, the share price was 23,66 / share. This represents an increase of 8,88% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-07-28 | FIRST TRUST PORTFOLIOS LP | 11,406,060 | 14,677,593 | 28.68 | 17.82 | -13.91 |
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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Rothschild Investment Llc | 4.675 | 0,00 | 116 | 4,55 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 718.063 | 2,55 | 17.743 | 6,83 | ||||
2025-08-14 | 13F | Comerica Bank | 9.611 | 106,02 | 237 | 115,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 64.942 | 4,53 | 2 | 0,00 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 26.019 | 643 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 75.372 | 9,12 | 2 | 0,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45.305 | 62,37 | 1.075 | 58,88 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 35.264 | 197,36 | 871 | 208,87 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34.979 | 36,69 | 864 | 42,34 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8.933 | 221 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 305.342 | 5.571,29 | 7.545 | 5.703,85 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 12.995 | 321 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 508.460 | 12.564 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 33.129 | -26,79 | 819 | -23,77 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 43.270 | 4,59 | 1.069 | 8,97 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 2.053 | 0,00 | 51 | 4,17 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 8.361 | 209 | ||||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 106.154 | 2.623 | ||||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 119.335 | 3,45 | 2.949 | 7,75 | ||||
2025-07-09 | 13F | Triumph Capital Management | 66.303 | 1.638 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.843 | 1,10 | 46 | 4,65 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 69.388 | -14,86 | 1.715 | -11,33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 35.003 | 25,92 | 1 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29.521 | -0,15 | 729 | 3,99 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 50.633 | -22,18 | 1.251 | -18,92 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 44.426 | 18,32 | 1.104 | 24,04 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 161.224 | 11,27 | 3.984 | 15,89 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 26.685 | 659 | ||||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 88.130 | 2,07 | 2.178 | 6,30 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 134.626 | 46,37 | 3.327 | 52,50 | ||||
2025-08-11 | 13F | Tidemark, LLC | 34.275 | 72,91 | 847 | 80,00 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 8.578 | 212 | ||||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 33.857 | 13,77 | 837 | 18,58 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 81.588 | 59,20 | 2.016 | 65,93 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 534.906 | 9,70 | 13.218 | 14,28 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 37.621 | 32,40 | 930 | 37,83 | ||||
2025-05-07 | 13F | Inspire Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 22.160 | 0,14 | 548 | 4,39 | ||||
2025-07-16 | 13F | Novem Group | 18.302 | -15,60 | 452 | -12,06 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 62.875 | 44,37 | 1.554 | 50,34 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 8.500 | 210 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 148.096 | 7,57 | 3.659 | 12,07 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 476.310 | -28,76 | 11.770 | -25,79 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.206.446 | 2,94 | 29.812 | 7,24 | ||||
2025-08-12 | 13F | LPL Financial LLC | 7.805.040 | 13,29 | 192.863 | 18,02 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 45.444 | 16,39 | 1.123 | 21,17 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 17.859 | 3,33 | 441 | 7,82 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17.081 | -72,67 | 422 | -71,52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Wealth LLC | 113.306 | 0,66 | 2.827 | 5,88 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26.716 | 21,35 | 660 | 26,44 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 10.100 | 250 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65.376 | 12,96 | 1.615 | 17,71 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 575.752 | 14,30 | 14 | 27,27 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20.782 | 514 | ||||||
2025-08-14 | 13F | Herold Advisors, Inc. | 31.958 | -38,95 | 790 | -36,42 | ||||
2025-08-15 | 13F | Morgan Stanley | 12.692 | 0,87 | 314 | 5,03 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22.340 | 149,66 | 552 | 160,38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.826.770 | 7,46 | 45 | 12,50 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 38.662 | 63,59 | 955 | 70,54 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 92.544 | 167,72 | 2.287 | 179,12 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18.138 | 15,36 | 448 | 20,16 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 645.042 | 37,36 | 15.939 | 43,08 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2.000 | 47 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 44.873 | 0,37 | 1.109 | 4,53 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 613.236 | -62,97 | 15.153 | -61,43 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15.952 | 0,00 | 394 | 4,23 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 97.702 | 11,11 | 2.414 | 15,78 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 10.732 | 265 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 10.169 | 10,99 | 252 | 20,00 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 109.947 | 0,00 | 2.608 | 0,00 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 57.286 | 5,88 | 1.416 | 10,29 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 44.394 | 2,67 | 1.097 | 6,93 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.263 | 204 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 56.365 | -8,17 | 1.393 | -5,05 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 846 | 2,17 | 21 | 16,67 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 105.675 | 23,14 | 2.611 | 28,30 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2.142.991 | 45,52 | 52.953 | 51,59 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 386.701 | -2,84 | 9.555 | 1,22 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1.061.445 | 1,05 | 25.177 | -1,12 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 5.000 | -37,50 | 125 | -34,74 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 19.853 | 32,96 | 491 | 38,42 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 634.190 | 2,22 | 15.671 | 6,48 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 29.767 | 736 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 315.465 | -1,26 | 7.795 | 2,86 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 14.209 | -0,41 | 351 | 3,85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10.530 | 22,16 | 260 | 27,45 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 49.043 | 11,62 | 1.212 | 16,22 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 108.595 | -53,09 | 2.683 | -51,14 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 43.266 | 1.069 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 31.007 | 766 | ||||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8.793 | 217 | ||||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 40.171 | 47,52 | 993 | 53,80 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 74.971 | 143,01 | 2 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 14.823 | 36,40 | 366 | 39,16 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 128.883 | 2.526,51 | 3.185 | 10,71 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 27.523 | 65,67 | 680 | 62,29 | ||||
2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8.319 | 206 | ||||||
2025-08-01 | 13F | Delta Investment Management, LLC | 79.777 | 10,97 | 1.971 | 15,60 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 134.011 | 2,48 | 3.311 | 6,77 | ||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 163.639 | 591,57 | 4.044 | 620,68 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 13.520 | 334 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 75.319 | 115,13 | 1.861 | 124,22 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 27.862 | 1,76 | 688 | 6,01 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49.028 | 0,36 | 1.211 | 4,58 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 144.676 | 18,56 | 3.575 | 23,50 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 9.198 | 227 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 140.889 | 8,27 | 3.481 | 12,80 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 382 | -88,31 | 9 | -88,31 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 167.898 | -19,45 | 4.149 | -16,10 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 334.806 | -0,20 | 8.273 | 3,97 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 34.775 | -67,76 | 868 | -64,22 | ||||
2025-07-30 | 13F | Retirement Planning Group | 53.867 | 21,96 | 1.331 | 27,13 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 58.683 | 16,42 | 1.450 | 21,34 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 564.607 | 3.213,42 | 13.951 | 3.353,22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.617 | 40 | ||||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 163 | 0,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28 | -85,34 | 1 | -100,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2.874 | 60,38 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 33.504 | -50,66 | 828 | -48,63 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 291.424 | 7.201 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 17.037 | -1,89 | 413 | 0,24 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 29.601 | 8,78 | 731 | 13,33 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | SLT Holdings LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 1.053 | 0,00 | 26 | 8,33 | ||||
2025-07-22 | 13F | Accel Wealth Management | 12.352 | 4,58 | 305 | 8,93 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11.665 | 0,00 | 277 | 0,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Northwest Financial Advisors | 8.516 | 210 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2.371.052 | 13,50 | 58.589 | 18,24 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 685.753 | 30,68 | 16.945 | 36,13 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 15.244 | 0,00 | 377 | 4,16 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.589.340 | 18,69 | 63.983 | 23,64 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 25.097 | 620 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 189.271 | 13,40 | 4.677 | 18,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 13.997 | -9,81 | 346 | -6,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 121.952 | 107,82 | 3.013 | 116,61 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 98.553 | 7,73 | 2.435 | 12,26 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1.521.561 | 11,69 | 37.598 | 16,35 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1.745 | 1,99 | 43 | 7,50 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 52.300 | 20,65 | 1.292 | 25,68 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35.109 | 4,17 | 1 | |||||
2025-07-17 | 13F | G&S Capital LLC | 132.218 | 1,17 | 3.267 | 5,42 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 147.119 | 14,30 | 3.635 | 19,06 | ||||
2025-08-14 | 13F | Mariner, LLC | 310.752 | 27,78 | 7.679 | 33,11 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26.522 | -86,85 | 655 | -86,18 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 4.875 | 120 | ||||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 9.674 | -0,30 | 239 | 3,91 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 64.967 | 443,43 | 1.605 | 467,14 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 10.874 | 0,74 | 0 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 89.941 | 2.222 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 687.426 | 2,36 | 17 | 6,67 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 14.186 | 11,00 | 351 | 15,51 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 58.620 | 3,65 | 1.448 | 7,98 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 74.071 | -7,18 | 1.830 | -3,28 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 683.304 | 17,67 | 16.890 | 22,58 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13.785 | -18,33 | 341 | -15,00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 500 | -77,92 | 12 | -78,18 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 17.782 | 2,27 | 439 | 6,55 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 16.209 | 31,78 | 401 | 37,46 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 19.324 | 0,00 | 477 | 4,15 | ||||
2025-07-29 | 13F | Private Trust Co Na | 24.036 | -3,03 | 594 | 1,02 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 9.475 | 0,00 | 225 | 0,00 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15.174 | 0,46 | 375 | 4,47 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 564.819 | 10,32 | 13.957 | 14,92 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82.162 | 3,60 | 2.030 | 7,92 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 9.620 | 238 | ||||||
2025-08-12 | 13F | Change Path, LLC | 37.076 | -24,08 | 916 | -20,90 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 179.318 | -1,36 | 4.431 | 2,74 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 13.986 | -95,77 | 346 | -95,69 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 17.146 | 424 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7.000 | 0,00 | 173 | 3,61 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 93.331 | 3,61 | 2.306 | 7,96 | ||||
2025-07-18 | 13F | Truist Financial Corp | 187.433 | -85,94 | 4.631 | -85,36 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1.916 | 2,13 | 47 | 6,82 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 87.484 | -0,61 | 2 | 0,00 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9.750 | -26,69 | 241 | -23,81 | ||||
2025-04-21 | 13F | MN Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 16.744 | -5,93 | 414 | -2,13 | ||||
2025-07-08 | 13F | Next Level Private LLC | 25.106 | -9,84 | 620 | -6,06 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 55.852 | -4,20 | 1.380 | -0,14 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 12.012 | 0,00 | 297 | 4,23 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 433.007 | 10.700 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 12.962 | 31,02 | 320 | 36,75 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 32.757 | -7,83 | 809 | -3,92 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 318.232 | 8,16 | 7.864 | 12,68 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 25.258 | 74,97 | 624 | 82,46 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37.782 | -23,32 | 1 | -100,00 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 68.696 | 8,28 | 1.697 | 12,83 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 54.880 | -0,23 | 1.356 | 3,99 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 142.300 | -9,01 | 3.516 | -5,20 | ||||
2025-05-14 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 20.200 | 499 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 2.253 | 31,37 | 56 | 37,50 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 16.729 | 0,00 | 413 | 4,29 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 130.488 | 5,60 | 3.224 | 10,03 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20.286 | 0,21 | 501 | 4,38 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12.225 | 32,52 | 302 | 38,53 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 37.736 | 2,04 | 932 | 6,27 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16.495 | -0,15 | 408 | 4,09 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 118.014 | 34,04 | 2.916 | 39,66 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 98.235 | 4,96 | 2.427 | 9,32 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 56.350 | 0,62 | 1.337 | -1,55 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 54.793 | 7,66 | 1.354 | 12,10 | ||||
2025-07-17 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | First Trust Advisors Lp | 27.782 | 686 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 857.825 | 21.197 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 166.853 | 2,72 | 4.123 | 7,01 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.849.080 | 10,54 | 45.691 | 15,15 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 1.020.175 | 10,32 | 25.209 | 14,93 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 62.136 | -34,78 | 1.535 | -32,05 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 772.479 | 5,57 | 19.088 | 9,97 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22.251 | 1,35 | 550 | 5,58 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 33.125 | 14,31 | 819 | 19,07 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 26.251 | 649 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9.650 | 238 | ||||||
2025-08-04 | 13F | Econ Financial Services Corp | 62.530 | -6,04 | 1.545 | -2,09 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 541.004 | 15,37 | 13.368 | 20,18 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.044 | 18,81 | 75 | 25,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8.482 | -15,70 | 210 | -12,18 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 64.656 | 1,75 | 1.598 | 5,97 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 8.813 | 0,40 | 218 | 4,33 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20.500 | 0,00 | 507 | 4,12 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7.000 | 0,00 | 173 | 3,61 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 591.620 | 6,81 | 14.814 | 12,76 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 43.266 | -3,79 | 1.069 | 0,28 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 24.418 | 4,97 | 603 | 9,44 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 9.769 | -4,61 | 241 | -0,41 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 347.949 | 9,61 | 8.253 | 2,85 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 27.523 | 33,41 | 680 | 39,06 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 19.579 | 10,71 | 484 | 15,27 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 16.305 | 0,00 | 403 | 1,77 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56.223 | 1.389 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 328 | 8 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 55.708 | 22,96 | 1.377 | 28,12 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 228.560 | 19,19 | 5.648 | 24,16 | ||||
2025-08-08 | 13F | Creative Planning | 55.758 | 0,00 | 1.378 | 4,16 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 8.480 | 210 | ||||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 903.006 | 69,69 | 22.313 | 76,78 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 56.320 | 26,49 | 1.392 | 31,72 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 30.511 | -5,33 | 754 | -1,44 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 32.293 | -1,88 | 798 | 2,18 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 135.223 | 628,45 | 3.325 | 684,20 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 344.821 | 30,77 | 8.521 | 37,51 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 65.345 | 17,44 | 1.615 | 22,37 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 17.254 | 2,01 | 426 | 6,23 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1.457 | -17,03 | 36 | -12,20 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 282.398 | 0,77 | 6.978 | 4,98 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 17.163 | -84,51 | 424 | -83,87 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 49.662 | 0,00 | 1.227 | 3,90 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 191.905 | -25,00 | 4.742 | -21,88 | ||||
2025-05-14 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 296.484 | 11,70 | 7.326 | 16,36 |