Statistiche di base
Proprietari istituzionali | 210 total, 210 long only, 0 short only, 0 long/short - change of 0,48% MRQ |
Allocazione media del portafoglio | 0.2352 % - change of -3,63% MRQ |
Azioni istituzionali (Long) | 19.117.201 (ex 13D/G) - change of 1,20MM shares 6,68% MRQ |
Valore istituzionale (Long) | $ 602.667 USD ($1000) |
Proprietà istituzionale e azionisti
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (US:PFEB) ha 210 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 19,117,201 azioni. I maggiori azionisti includono Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Brookstone Capital Management, Old Mission Capital Llc, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Kovitz Investment Group Partners, LLC .
(Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 10, 2025 is 39,28 / share. Previously, on September 11, 2024, the share price was 35,63 / share. This represents an increase of 10,24% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Helium Advisors LLC | 15.335 | 0,00 | 583 | 6,01 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 10.239 | -5,19 | 389 | 0,78 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 114.685 | -74,88 | 4.359 | -73,34 | ||||
2025-08-14 | 13F | Apriem Advisors | 9.150 | 0,00 | 348 | 6,12 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6.529 | 248 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 23.500 | 0,00 | 893 | 6,18 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 45.088 | -12,37 | 1.714 | -7,05 | ||||
2025-05-07 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1.542.531 | 16,39 | 59 | 23,40 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6.730 | 0,00 | 256 | 5,81 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.527 | 0,00 | 400 | 6,10 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 9.496 | -4,86 | 361 | 0,84 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 24.777 | -2,08 | 942 | 3,86 | ||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 8.665 | -0,63 | 329 | 5,45 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 599 | 0,00 | 23 | 4,76 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11.214 | -2,91 | 426 | 3,15 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 28.112 | -41,93 | 1.069 | -38,41 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 87.762 | 1,43 | 3.336 | 7,62 | ||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8.712 | 0,00 | 331 | 6,09 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 56.036 | -0,38 | 2.130 | 5,71 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 325.964 | 11.676 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.300 | 49 | ||||||
2025-07-25 | 13F | Cwm, Llc | 15.250 | -7,12 | 1 | |||||
2025-08-14 | 13F | Vista Investment Management | 6.092 | 0,00 | 232 | 5,96 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32.871 | 5,24 | 1.250 | 11,81 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 144.089 | 63,94 | 5.477 | 73,95 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10.000 | 0,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 120 | 0,00 | 5 | 0,00 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14.221 | -5,93 | 541 | -0,18 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 115 | 0,00 | 4 | 0,00 | ||||
2025-08-07 | 13F | PFG Advisors | 6.617 | -1,72 | 252 | 4,15 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 90.970 | -3,27 | 3.458 | 2,64 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 450 | 0,00 | 0 | |||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.290 | -3,39 | 1.265 | 2,51 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6.894 | -66,68 | 262 | -64,64 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86.670 | 24,96 | 3.294 | 32,61 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 12.529 | 0,00 | 476 | 6,25 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34.531 | 0,54 | 1.313 | 6,67 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.311 | 0,00 | 316 | 6,06 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.077 | 0,00 | 117 | 5,45 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 38.476 | 0,00 | 1.462 | 6,10 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 104.928 | 63,34 | 3.988 | 73,32 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.999 | 0,00 | 304 | 5,92 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Weaver Capital Management LLC | 42.475 | 0,00 | 1.614 | 6,11 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8.261 | 314 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81.632 | 0,42 | 3.103 | 6,56 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1.600 | 0,00 | 61 | 5,26 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 13.658 | 0,00 | 519 | 6,13 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 7.637 | 0,00 | 290 | 6,23 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 24.483 | 12,33 | 931 | 19,23 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10.200 | -10,53 | 388 | -5,15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.157.385 | 1,83 | 44 | 7,50 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 11.253 | 2,56 | 428 | 8,65 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.347.819 | 13,00 | 48.104 | 8,65 | ||||
2025-07-18 | 13F | Truist Financial Corp | 92.903 | -1,58 | 3.531 | 4,44 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17.329 | -0,77 | 659 | 5,28 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 22.097 | -4,33 | 840 | 1,45 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4.006 | 152 | ||||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7.268 | -78,72 | 276 | -77,43 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 378.339 | -4,31 | 14.381 | 1,54 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 5.816 | 0,00 | 221 | 6,25 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 50.874 | -7,04 | 1.934 | -1,38 | ||||
2025-07-17 | 13F | City Holding Co | 700 | 0,00 | 27 | 4,00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.384 | 205 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 48.466 | -1,27 | 1.842 | 4,78 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75.017 | -11,44 | 2.851 | -6,03 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 6.319 | 0,00 | 240 | 6,19 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 394.589 | -6,95 | 15.081 | -0,71 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5.774 | -34,96 | 207 | -36,81 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10.880 | -18,82 | 414 | -13,96 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17.736 | 0,00 | 674 | 6,14 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25.400 | -1,93 | 965 | 4,10 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72.669 | 4,98 | 3 | 0,00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 16.137 | -17,63 | 613 | -12,55 | ||||
2025-08-08 | 13F | Gts Securities Llc | 6.958 | 264 | ||||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5.500 | 209 | ||||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37.271 | -1,32 | 1.417 | 4,73 | ||||
2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 9.249 | 49,20 | 352 | 58,11 | ||||
2025-08-04 | 13F | Assetmark, Inc | 37 | -52,56 | 1 | -50,00 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31.993 | 0,00 | 1.216 | 6,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 31.991 | -10,60 | 1.216 | -5,15 | ||||
2025-08-04 | 13F | Spire Wealth Management | 13.702 | -8,39 | 521 | -2,80 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 17.075 | -5,10 | 653 | 8,31 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158.530 | 26,12 | 6.026 | 33,83 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 6.595 | 0,00 | 251 | 5,93 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36.419 | 44,47 | 1.384 | 53,44 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 54.470 | 0,00 | 2.070 | 6,10 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 31.406 | 0,00 | 1.194 | 6,14 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 13.922 | -4,86 | 534 | 1,72 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 512.215 | 3.816,62 | 19.469 | 4.060,04 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 14.450 | 0,00 | 549 | 6,19 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 1.200 | 46 | ||||||
2025-08-12 | 13F | New Republic Capital, LLC | 13.548 | 0,00 | 515 | 5,98 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8.535 | 5,71 | 324 | 12,11 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16.258 | 11,39 | 618 | 18,20 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49.224 | 0,00 | 1.871 | 6,13 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18.930 | 10,51 | 720 | 17,29 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.056 | 1,25 | 154 | 7,69 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106.785 | -11,38 | 4 | 0,00 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 37.785 | 0,00 | 1.436 | 6,13 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7.383 | -86,00 | 281 | -85,17 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3.435 | 0,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 989.111 | -2,11 | 37.596 | 3,88 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 39.340 | -0,00 | 1.495 | 6,10 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.937 | 2,57 | 1.366 | 8,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 218.876 | 1,86 | 8.319 | 8,08 | ||||
2025-07-25 | 13F | Mitchell Capital Management Co | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Wealth Alliance | 49.945 | 0,00 | 1.898 | 6,09 | ||||
2025-08-12 | 13F | LPL Financial LLC | 222.140 | 4,23 | 8.444 | 10,60 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 331.289 | -0,88 | 12.592 | 5,18 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8.736 | 12,74 | 332 | 19,86 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 33.135 | -4,85 | 1.259 | 0,96 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 6.921 | -3,58 | 268 | 4,71 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 3.657 | 0,00 | 139 | 6,92 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3.711 | 0,00 | 141 | 7,63 | ||||
2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 18.881 | 718 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72.853 | 166,27 | 2.769 | 182,55 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 38.991 | -15,60 | 1.482 | -10,40 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.097 | 12,77 | 308 | 19,46 | ||||
2025-08-14 | 13F | Colony Group, LLC | 53.235 | 42,16 | 2.023 | 50,86 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.498 | -16,69 | 57 | -12,50 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 28.822 | -0,29 | 1.096 | 5,80 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.047 | 60,94 | 296 | 65,36 | ||||
2025-08-12 | 13F | MAI Capital Management | 78.344 | -4,77 | 2.978 | 1,05 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 53.542 | 106,94 | 2.035 | 119,76 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 10.153 | 386 | ||||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 541 | 0,00 | 21 | 5,26 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9.106 | 29,51 | 346 | 42,56 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18.910 | 719 | ||||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11.352 | -0,86 | 407 | -0,98 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 47.019 | -7,57 | 1.787 | -1,92 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 26.327 | 943 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 5.477 | -94,69 | 208 | -94,37 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 19.987 | 9,72 | 760 | 16,41 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.000 | 0,00 | 76 | 7,04 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 8.564 | 0,00 | 326 | 6,21 | ||||
2025-08-15 | 13F | Morgan Stanley | 4.272 | 2.427,81 | 162 | 2.600,00 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 69.594 | -1,16 | 2.645 | 4,88 | ||||
2025-08-11 | 13F | WPWealth LLP | 10.194 | -35,13 | 387 | -31,14 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340.090 | 3,31 | 12.927 | 9,63 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 12.055 | 0,00 | 458 | 6,26 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 99.861 | -5,37 | 3.842 | 1,53 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 52.435 | -3,22 | 1.993 | 2,73 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 34.596 | 0,00 | 1.315 | 6,05 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 6.622 | -69,59 | 252 | -67,82 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 676 | 0,00 | 26 | 4,17 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.800 | -1,21 | 372 | 4,79 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 30.835 | 64,46 | 1.172 | 74,66 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 316 | 0,00 | 12 | 9,09 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 73.300 | 0,89 | 2.786 | 7,07 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 7.000 | 0,00 | 266 | 6,40 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 3.674.042 | -1,12 | 139.650 | 4,93 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7.190 | 0,00 | 273 | 6,23 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4.340 | 38,35 | 165 | 46,43 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36.766 | 0,00 | 1.397 | 6,16 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 54.956 | 2,70 | 2.089 | 8,98 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 70.727 | -4,90 | 2.688 | 0,90 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.250 | 48 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 66.805 | 1,17 | 3 | 0,00 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 28.712 | 40,88 | 1.091 | 45,66 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 13.438 | 0,00 | 1 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 60.971 | 0,00 | 2.351 | 7,70 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.018 | -0,13 | 1.483 | 6,00 | ||||
2025-08-14 | 13F | UBS Group AG | 7.141 | 271 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.785 | -49,34 | 0 | -100,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.219 | -3,12 | 471 | 4,20 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 26.640 | 23,11 | 1.013 | 30,58 | ||||
2025-07-15 | 13F | BCS Wealth Management | 148.327 | -3,57 | 6 | 0,00 | ||||
2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 45.219 | -4,84 | 1.759 | 3,78 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 176.465 | 13,06 | 6.707 | 19,98 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 14.171 | -3,44 | 539 | 2,48 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 18.992 | -1,67 | 722 | 4,34 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 176.060 | 7,10 | 6.692 | 13,65 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 16.644 | 0,00 | 633 | 6,04 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 1.074 | -12,54 | 41 | -6,98 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 8.004 | 0,00 | 304 | 6,29 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 252.398 | 0,81 | 9.594 | 6,98 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 5.338 | 203 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 12.924 | 0,00 | 491 | 6,28 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 38.973 | -29,41 | 1.481 | -25,09 | ||||
2025-08-08 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10.842 | 25,46 | 412 | 33,33 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1.574 | 60 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 79.532 | -3,39 | 3.023 | 2,54 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 19.693 | 0,00 | 749 | 6,10 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 23.006 | 0,00 | 824 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | -92,81 | 18 | -92,74 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 124.769 | 352,78 | 4.742 | 378,51 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 1.621 | 62 | ||||||
2025-08-12 | 13F | Change Path, LLC | 41.849 | -1,20 | 1.591 | 4,81 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 7.481 | -1,12 | 284 | 4,80 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 55.663 | 0,00 | 2.116 | 6,12 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11.365 | 432 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Certified Advisory Corp | 24.037 | -1,42 | 914 | 4,58 | ||||
2025-08-12 | 13F | Archer Investment Corp | 37.400 | -27,24 | 1.422 | -22,81 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 14.375 | 0,00 | 546 | 6,23 | ||||
2025-08-13 | 13F | RK Capital Management, LLC/FL | 324.093 | 0,00 | 12.319 | 6,11 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12.513 | 1,07 | 476 | 7,22 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5.136 | 77,35 | 195 | 83,96 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 103.870 | 0,10 | 3.948 | 6,21 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 1.994 | 0 | ||||||
2025-08-08 | 13F | Firestone Capital Management | 8.917 | 0,00 | 339 | 5,96 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14.585 | 0,00 | 554 | 6,13 | ||||
2025-07-24 | 13F | Blair William & Co/il | 229.649 | 0,52 | 8.729 | 6,66 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.155.859 | 59,92 | 43.934 | 69,70 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
2025-08-14 | 13F | Betterment LLC | 11.130 | -6,86 | 0 | |||||
2025-07-23 | 13F | Guild Investment Management, Inc. | 124.345 | 203,28 | 4.726 | 221,93 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 28.800 | 0,00 | 1.095 | 6,11 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176.143 | -8,19 | 6.695 | -2,58 | ||||
2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | -100,00 |