Grundlæggende statistik
Institutionelle ejere | 337 total, 336 long only, 0 short only, 1 long/short - change of -2,87% MRQ |
Gennemsnitlig porteføljeallokering | 0.2366 % - change of 34,10% MRQ |
Institutionelle aktier (lange) | 22.022.906 (ex 13D/G) - change of -2,63MM shares -10,66% MRQ |
Institutionel værdi (lang) | $ 994.812 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (US:SPHD) har 337 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,022,906 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Raymond James Financial Inc, Franklin Resources Inc, Royal Bank Of Canada, Wells Fargo & Company/mn, UBS Group AG, and Avidian Wealth Solutions, LLC .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF (ARCA:SPHD) 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 49,36 / share. Previously, on September 16, 2024, the share price was 50,47 / share. This represents a decline of 2,20% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 530 | 0,00 | 25 | -3,85 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 28.650 | -0,78 | 1.363 | -6,07 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 14.727 | 2,83 | 701 | -2,64 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2.770 | -4,12 | 132 | -9,66 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1.102 | 0,00 | 52 | -5,45 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 92.837 | 140,05 | 4.415 | 127,34 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 163.751 | -2,58 | 8 | -12,50 | ||||
2025-08-12 | 13F | Change Path, LLC | 68.700 | 21,63 | 3.267 | 15,16 | ||||
2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 22.980 | -63,22 | 1.093 | -65,20 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 991 | 76,96 | 47 | 67,86 | ||||
2025-08-14 | 13F | First Foundation Advisors | 5.388 | 0,92 | 256 | -4,48 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Lmcg Investments, Llc | 73.783 | 12,99 | 3.509 | 6,98 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.917 | 1,41 | 519 | -3,89 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 222.212 | 4,63 | 10.568 | -0,94 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 255 | 0,00 | 12 | 0,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15.659 | -0,11 | 745 | -5,46 | ||||
2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 74.036 | 1,74 | 3.594 | 4,81 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 4.907 | 0,02 | 233 | -5,28 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 180 | 0 | ||||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 53 | 0,00 | 3 | 0,00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7.774 | 0,66 | 370 | -4,65 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4.272 | 0,00 | 203 | -5,14 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 10.939 | 26,13 | 520 | 19,54 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5.340 | -8,87 | 255 | -13,61 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 65.408 | -7,20 | 3.111 | -12,15 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204.709 | -10,35 | 9.738 | -15,12 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 550 | -98,62 | 26 | -98,69 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 118 | 0,00 | 6 | 0,00 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19.541 | -7,04 | 929 | -11,94 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1.828 | 23,10 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 6.437 | -3,10 | 306 | -8,11 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1.207 | 0,00 | 57 | -5,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 2.927.468 | 0,07 | 139.230 | -5,25 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7.425 | 0,36 | 353 | -4,85 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.180 | 117.900,00 | 56 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 16.555 | 12,11 | 787 | 10,38 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 15.252 | 0,00 | 725 | -5,35 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 802 | 0,00 | 38 | -5,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 11.986 | -0,42 | 570 | -5,63 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18.405 | -72,98 | 875 | -74,42 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 1.350 | 64 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.476 | -6,28 | 356 | -11,25 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 8.966 | 0,00 | 426 | -5,33 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 400 | 0,00 | 19 | -5,00 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 16 | 433,33 | 1 | |||||
2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 19 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 2.908 | -0,24 | 138 | -5,48 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 4.877 | 0,00 | 232 | -5,33 | ||||
2025-07-17 | 13F | David Kennon Inc | 62.632 | -2,77 | 2.979 | -7,94 | ||||
2025-04-11 | 13F | IAM Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 19 | 0,00 | 1 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 5.797 | -13,93 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33.074 | 39,38 | 1.573 | 32,07 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 529 | 0,00 | 0 | |||||
2025-07-31 | 13F | CVA Family Office, LLC | 21.365 | -0,37 | 1.016 | -5,66 | ||||
2025-07-29 | 13F | Private Trust Co Na | 35.496 | -10,80 | 1.688 | -15,52 | ||||
2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 116.096 | 886,46 | 5.522 | 834,18 | ||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 223.369 | 0,84 | 10.623 | -4,52 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 5.100 | 0,00 | 243 | -5,47 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.389 | -87,30 | 114 | -88,03 | ||||
2025-08-11 | 13F | Citigroup Inc | 18.597 | 276,69 | 884 | 256,45 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 538.628 | -12,44 | 25.617 | -17,09 | ||||
2025-07-30 | 13F | BTS Asset Management, Inc. | 214.253 | 10.190 | ||||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 8.115 | 0,00 | 386 | -5,41 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
2025-08-05 | 13F | Code Waechter LLC | 18.155 | 0,00 | 863 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 29.709 | -14,49 | 1.413 | -19,08 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Heritage Trust Co | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 5.991 | 0,00 | 285 | -5,33 | ||||
2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sage Capital Management, LLC | 20.028 | -2,65 | 953 | -7,84 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 280 | 0,00 | 13 | -7,14 | ||||
2025-07-15 | 13F | IMS Capital Management | 15.299 | -11,07 | 728 | -15,86 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.779 | -18,13 | 85 | -22,94 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 1.407 | 0,00 | 67 | -5,71 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10.300 | -20,77 | 490 | -25,00 | ||||
2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 649.590 | -43,61 | 30.894 | -46,60 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 241.738 | 25,85 | 11.497 | 19,16 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 46.772 | 15,82 | 2.224 | 9,66 | ||||
2025-07-17 | 13F | City Holding Co | 270 | 0,00 | 13 | -7,69 | ||||
2025-08-14 | 13F | UBS Group AG | 499.936 | -18,86 | 23.777 | -23,18 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 724 | 0,00 | 34 | -5,56 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 14.374 | 2,75 | 684 | -2,71 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 253 | 0 | ||||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 42.756 | -4,16 | 2.033 | -9,24 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 145.000 | 0,00 | 7 | -14,29 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38.964 | -1,14 | 1.853 | -6,37 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16.303 | 0,14 | 775 | -5,14 | ||||
2025-04-11 | 13F | Gleason Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 30.565 | 14,76 | 1.454 | 8,68 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 12.692 | -2,05 | 604 | -7,23 | ||||
2025-08-04 | 13F | Assetmark, Inc | 247 | -5,36 | 12 | -15,38 | ||||
2025-08-04 | 13F | Spire Wealth Management | 9.306 | -28,85 | 443 | -32,62 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 17.422 | -0,17 | 829 | -5,48 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 689 | -39,13 | 33 | -42,86 | ||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65.041 | 3.093 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 4.358 | 207 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.698 | -0,85 | 487 | 3,18 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 670 | 0,00 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 21.619 | 5,73 | 1.028 | 0,10 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 8.635 | 18,53 | 411 | 12,33 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 5.699 | 74,02 | 271 | 65,24 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 384 | 0,00 | 18 | -5,26 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 5.250 | 0,00 | 250 | -5,32 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 93.787 | 5,77 | 4.461 | 0,16 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 120.857 | -5,39 | 5.748 | -10,43 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Harmony Asset Management Llc | 6.179 | 0,00 | 294 | -5,48 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 5.118 | 243 | ||||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 2.026 | -6,72 | 96 | 0,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 73.600 | -0,21 | 3.500 | -5,51 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 9.680 | 148,27 | 460 | 135,90 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 21.500 | 15,59 | 1.023 | 9,42 | |||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.822 | 330,73 | 87 | 309,52 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Lynx Investment Advisory | 44.567 | 11,77 | 2.120 | 5,84 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9.003 | 0,92 | 428 | -4,46 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 11.896 | 22,55 | 566 | 16,02 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 4.804 | 0,92 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 1.228 | 0,90 | 58 | -4,92 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 541 | 0,00 | 26 | -7,41 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 135 | 6 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 99.283 | -75,21 | 4.722 | -76,53 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 146.762 | -7,17 | 6.980 | -12,10 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 953.740 | -2,74 | 45.360 | -7,91 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 1.417 | 0,00 | 67 | -5,63 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.002 | -1,31 | 713 | -6,55 | ||||
2025-07-15 | 13F | Northside Capital Management, LLC | 132.885 | 0,00 | 6.320 | -5,30 | ||||
2025-08-14 | 13F | Colony Group, LLC | 7.159 | 23,03 | 340 | 16,44 | ||||
2025-08-14 | 13F | Mariner, LLC | 58.297 | 2,31 | 2.773 | -3,14 | ||||
2025-04-25 | 13F | Saxon Interests, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 11.063 | 85,31 | 1 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 211 | -72,45 | 10 | -73,68 | ||||
2025-06-02 | 13F/A | Modern Wealth Management, LLC | 6.615 | -7,78 | 332 | -4,05 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 3.173 | 0,13 | 151 | -5,66 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 12.906 | 7,72 | 614 | 2,00 | ||||
2025-08-14 | 13F | LM Advisors LLC | 55.624 | -4,13 | 3 | 0,00 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 85.400 | -30,00 | 4 | -33,33 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 401.007 | -64,79 | 19.808 | -65,37 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 232.329 | -7,32 | 11.050 | -12,24 | ||||
2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 9.370 | 15,15 | 446 | 9,07 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 14.000 | 0,00 | 666 | -5,41 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 8.524 | 0,00 | 405 | -5,37 | ||||
2025-08-05 | 13F | Key FInancial Inc | 500 | 0,00 | 24 | -8,00 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 18.506 | -1,65 | 880 | -6,88 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202.522 | -5,44 | 10 | -10,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 263.884 | -14,17 | 12.550 | -18,73 | ||||
2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16.400 | -3,04 | 780 | -8,24 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3.406 | -41,35 | 162 | -44,67 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 117.235 | 959,13 | 5.576 | 902,70 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 5.385 | 0,00 | 256 | -5,19 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 11.183 | 0,00 | 532 | -5,35 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 2.072 | 4,28 | 99 | -1,01 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 6.198 | 41,64 | 295 | 34,25 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15.299 | -10,66 | 728 | -15,47 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.682 | 0,00 | 175 | -4,89 | ||||
2025-08-13 | 13F | Invesco Ltd. | 27.732 | -8,43 | 1.319 | -13,35 | ||||
2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 4.120 | -8,85 | 195 | -14,54 | ||||
2025-04-22 | 13F | Register Financial Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 127 | 0,00 | 6 | 0,00 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | RVW Wealth, LLC | 11.920 | 0,00 | 567 | -5,35 | ||||
2025-08-08 | 13F | Creative Planning | 84.674 | -14,87 | 4.027 | -19,38 | ||||
2025-05-14 | 13F | West Chester Capital Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 70.452 | 34,04 | 3.561 | 30,88 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12.304 | 65,44 | 585 | 56,84 | ||||
2025-08-05 | 13F | Huntington National Bank | 107 | -52,65 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 34.146 | 5,41 | 1.624 | -0,25 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 150 | 0,00 | 7 | 0,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 644 | 3,04 | 31 | -3,23 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 3.206 | -3,17 | 152 | -8,43 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.933 | 0,14 | 0 | |||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 28.286 | -0,81 | 1.345 | -6,08 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 10.040 | -6,95 | 478 | -11,83 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 300 | 0,00 | 14 | -6,67 | ||||
2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 1.587 | 0,44 | 76 | -5,06 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 8.363 | -94,79 | 398 | -95,08 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 13 | 0,00 | 1 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 207.929 | -29,35 | 9.889 | -33,11 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11.810 | -6,31 | 562 | -8,63 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 317 | 0,00 | 15 | 0,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9.432 | 11,56 | 449 | 6,92 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 5.948 | 0,08 | 283 | -5,37 | ||||
2025-04-22 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70.288 | 4,09 | 3 | 0,00 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 6.552 | 312 | ||||||
2025-07-14 | 13F | GAMMA Investing LLC | 8 | -38,46 | 0 | |||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7.324 | 0,08 | 348 | -5,18 | ||||
2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7.614 | 3,75 | 362 | -1,63 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 550 | 0,00 | 26 | -3,70 | ||||
2025-08-18 | 13F | Finward Bancorp | 10.612 | -1,58 | 505 | -6,84 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 3.781 | 0,00 | 190 | 3,85 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 703.661 | 5,45 | 33.466 | -0,16 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20.583 | -55,48 | 979 | -57,88 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.945 | -3,07 | 188 | -8,33 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7.371 | -31,18 | 351 | -34,94 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6.044 | 28,65 | 287 | 22,13 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Hollencrest Capital Management | 3 | 0,00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 4.950 | 1,66 | 235 | -3,69 | ||||
2025-08-12 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4.800 | 228 | ||||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 65.542 | -69,16 | 3.117 | -70,80 | ||||
2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27.400 | -2,84 | 1.303 | -7,98 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 17.103 | -14,71 | 813 | -19,27 | ||||
2025-08-13 | 13F | Haverford Trust Co | 6.000 | 0,00 | 285 | -5,32 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | 10Elms LLP | 1.363 | 0,00 | 65 | -5,88 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 67.856 | 3,86 | 3.227 | -1,65 | ||||
2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 146.891 | 6.986 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 125.770 | 31,50 | 5.998 | 24,86 | ||||
2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 5.254 | 250 | ||||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 6.355 | -0,05 | 302 | -5,33 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 300 | 0,00 | 14 | -6,67 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.088 | -17,76 | 475 | -22,26 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 5.147 | -12,88 | 245 | -17,57 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.112 | -8,39 | 433 | -12,88 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14.198 | 0,00 | 675 | -5,33 | ||||
2025-08-12 | 13F | Cowa, Llc | 12.714 | 0,55 | 605 | -4,88 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23.393 | -8,03 | 1.113 | -12,92 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 7.799 | -22,57 | 371 | -26,73 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 130 | 6 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 3.577 | -6,16 | 170 | -10,99 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 59.127 | 0,61 | 2.812 | -4,71 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 32.509 | 1,20 | 1.546 | -4,15 | ||||
2025-08-05 | 13F | Tsfg, Llc | 2.001 | 0,00 | 0 | |||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10.284 | 0,00 | 489 | -5,23 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 900 | 0,00 | 43 | -6,67 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 26.072 | 6,76 | 1.240 | 1,06 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 19.541 | -7,04 | 929 | -12,03 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44.598 | -4,03 | 2.121 | -9,13 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 418 | 0,24 | 20 | 5,56 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 16.474 | -45,93 | 783 | -48,82 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 18.119 | -4,74 | 875 | -8,38 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 12.500 | 1,38 | 1 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8.300 | 0,00 | 395 | -5,29 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 10.213 | 57,12 | 490 | 50,31 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 369 | 18 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 1.262 | -7,68 | 61 | -11,76 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14.860 | -6,71 | 707 | -11,75 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2.583 | 8,30 | 123 | 6,09 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 5.152 | -23,24 | 252 | -25,22 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5.426 | 0,35 | 262 | -2,96 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 318.131 | 1,58 | 15.130 | -3,82 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12.421 | 21,54 | 591 | 15,01 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 714 | 3,48 | 34 | -2,94 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 123.321 | 2,33 | 5.865 | -3,11 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9.956 | 2,66 | 474 | -2,87 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 12.241 | 0,00 | 582 | -5,21 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 6.451 | -53,08 | 307 | -55,65 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4,00 | 1 | 0,00 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 19.653 | 1,13 | 956 | 10,79 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 55.176 | 3,94 | 2.624 | -1,58 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 24.210 | 61,72 | 1.184 | 57,66 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 5.744 | 0,97 | 273 | -4,21 | ||||
2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 200.000 | 33,33 | 9.512 | 26,25 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.602 | -23,90 | 76 | -27,62 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Heritage Wealth Advisors | 17 | 1 | ||||||
2025-07-25 | 13F | Apollon Financial, LLC | 9.249 | -1,49 | 440 | -6,79 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10.315 | -14,47 | 491 | -10,26 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 26.809 | 1.275 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12.616 | 167,69 | 600 | 154,24 | ||||
2025-07-16 | 13F | ORG Partners LLC | 4.500 | 0,00 | 217 | -3,56 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 124.924 | -8,70 | 5.941 | -13,55 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 32 | 2 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19.744 | 2,08 | 939 | -3,30 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 915 | 0,99 | 43 | -4,44 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 5.562 | -54,22 | 265 | -56,72 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 9.348 | 2,69 | 445 | -2,84 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90.036 | 797,22 | 4.282 | 749,60 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 5.298 | 0,00 | 252 | -5,64 | ||||
2025-08-08 | 13F | Gts Securities Llc | 28.070 | 1.335 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 285.471 | -32,03 | 14 | -38,10 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4.445 | 211 | ||||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 294 | 6,14 | 14 | 0,00 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 23.847 | -4,73 | 1.134 | -9,79 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 16.480 | -15,57 | 784 | -20,10 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 300 | 1,01 | 0 | |||||
2025-07-17 | 13F | XML Financial, LLC | 198.202 | 1,71 | 9.426 | -3,70 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.214 | -72,51 | 58 | -74,21 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 5.289 | -71,74 | 252 | -73,30 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 5.460 | -1,09 | 260 | -6,50 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 755.806 | 10,25 | 35.946 | 4,39 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 63.666 | -18,70 | 3 | 0,00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 10.915 | 0,92 | 519 | -4,42 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 240 | 1,27 | 12 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82.296 | -15,36 | 4.005 | -17,98 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 7.700 | -82,09 | 366 | -83,05 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 9.663 | 460 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 201.773 | -4,06 | 9.596 | -3,67 | ||||
2025-08-12 | 13F | Sfmg, Llc | 17.011 | 0,00 | 809 | -5,27 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 115.283 | 1,11 | 5.483 | -4,28 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 93.025 | 2,40 | 4.424 | -3,02 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 15.914 | 5,47 | 757 | -0,13 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 2.565 | 22,14 | 122 | 15,24 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2.152 | 0,00 | 102 | -5,56 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 748 | 0,67 | 36 | -5,41 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 13.723 | -15,69 | 653 | -20,20 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 25.312 | 1,81 | 1.204 | -3,61 | ||||
2025-07-30 | 13F | Whittier Trust Co | 11.300 | 0,00 | 537 | -5,29 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 9.801 | -44,81 | 466 | -47,76 | ||||
2025-04-23 | 13F | KPP Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 24 | 4,35 | 1 | 0,00 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 37.582 | 11,93 | 1.787 | 7,91 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 6.175 | -3,14 | 294 | -8,44 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 14.694 | -4,12 | 699 | -9,23 | ||||
2025-08-08 | 13F | Wealth Alliance | 7.375 | 0,93 | 351 | -4,63 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8.003 | 41,65 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 24.187 | 0,92 | 1.150 | -4,41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.477.313 | -10,88 | 117.821 | -15,61 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 27.291 | 2,76 | 1.298 | -2,77 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24.268 | 121,91 | 1.154 | 110,20 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 28.696 | -58,59 | 1.365 | -60,80 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 219.283 | 31,56 | 10.361 | 25,31 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 2.573 | 0,00 | 122 | -5,43 | ||||
2025-07-29 | 13F | Ballast, Inc. | 5.385 | 256 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 10 | 400,00 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 64 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23.900 | 27,81 | 1.137 | 20,98 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 140.275 | 1.324,26 | 6.671 | 1.250,40 | ||||
2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 9.218 | -0,45 | 438 | -5,81 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28.578 | 5,76 | 1.359 | 0,15 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 5.639 | -30,73 | 221 | -34,23 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2.733 | 0,00 | 130 | -5,84 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 13.786 | -2,92 | 656 | -8,13 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24.158 | 14,79 | 1.149 | 8,61 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12.200 | -16,44 | 580 | -20,87 | |||
2025-08-04 | 13F | Creekmur Asset Management LLC | 751 | 0,94 | 36 | -5,41 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 437.540 | 4,11 | 20.809 | -1,42 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 8.069 | 0,00 | 384 | -5,43 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 14.116 | -1,75 | 671 | -6,93 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 160.252 | 2,55 | 7.622 | -2,89 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 19.096 | 25,95 | 908 | 19,32 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 79.383 | 0,02 | 3.775 | -5,29 | ||||
2025-08-06 | 13F | North Capital, Inc. | 35 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.957 | -0,11 | 902 | -5,46 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 24.104 | 0,00 | 1.211 | 3,33 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35.602 | 1,27 | 1.693 | -4,08 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 34.631 | 14,31 | 1.647 | 8,28 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23.052 | 60,03 | 1.096 | 51,59 | ||||
2025-07-07 | 13F | Investors Research Corp | 15.269 | 1,11 | 726 | -4,22 | ||||
2025-08-14 | 13F | Fmr Llc | 348.467 | -36,02 | 16.573 | -39,42 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 14.547 | -4,93 | 692 | -10,03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 371.209 | 21,98 | 17.612 | 15,21 | ||||
2025-07-07 | 13F | RDA Financial Network | 27.212 | 0,00 | 1.294 | -5,27 | ||||
2025-07-25 | 13F | Cwm, Llc | 5.797 | 20,85 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1.109.919 | 0,31 | 52.788 | -5,03 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.074 | -26,48 | 432 | -30,37 | ||||
2025-08-13 | 13F | Virtus ETF Advisers LLC | 6 | 0 | ||||||
2025-08-06 | 13F | Washington Trust Bank | 39.746 | 0,53 | 1.890 | -4,79 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4.954 | 0,04 | 236 | -5,24 | ||||
2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 3.781 | 180 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 1.853 | 0,00 | 88 | -5,38 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.375 | 0,00 | 65 | -5,80 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4.107 | 71,05 | 195 | 62,50 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 1.610 | 0,00 | 77 | -5,00 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1.226 | 0,00 | 58 | -4,92 |