Statistiche di base
Proprietari istituzionali | 434 total, 434 long only, 0 short only, 0 long/short - change of 11,83% MRQ |
Allocazione media del portafoglio | 1.2669 % - change of 2,71% MRQ |
Azioni istituzionali (Long) | 182.683.200 (ex 13D/G) - change of 42,91MM shares 30,70% MRQ |
Valore istituzionale (Long) | $ 4.695.651 USD ($1000) |
Proprietà istituzionale e azionisti
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (US:PYLD) ha 434 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 182,683,200 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Envestnet Asset Management Inc, Retirement Planning Group, AE Wealth Management LLC, Sequoia Financial Advisors, LLC, HighTower Advisors, LLC, GWM Advisors LLC, and Advocacy Wealth Management Services, LLC .
(PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (ARCA:PYLD) 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 3, 2025 is 26,56 / share. Previously, on September 4, 2024, the share price was 26,35 / share. This represents an increase of 0,80% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 888.534 | 10,63 | 23.582 | 11,43 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5.771 | 1,00 | 153 | 3,38 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 695 | -1,97 | 18 | 0,00 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 212.084 | -31,28 | 5.629 | -30,79 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 26.840 | -1,67 | 712 | -0,97 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 47.628 | -0,13 | 1.264 | 2,27 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200.572 | 18,10 | 5.323 | 18,95 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 981.818 | 134,97 | 26.057 | 136,67 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 40.699 | 29,15 | 1.080 | 30,12 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 240.508 | 12,68 | 6.383 | 13,50 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 943.674 | 0,70 | 25.045 | 1,43 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 71.349 | 0,22 | 1.894 | 0,96 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 84.780 | 699,81 | 2.250 | 706,45 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 9.829 | 261 | ||||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 38.651 | 3,23 | 1.026 | 3,96 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.336.115 | 216,26 | 35 | 218,18 | ||||
2025-08-14 | 13F | Clg Llc | 218.217 | 26,85 | 5.791 | 27,78 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 383.736 | 357,25 | 10.184 | 360,61 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 44.243 | 211,31 | 1.174 | 213,90 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 2.611.862 | 7,70 | 69.319 | 8,48 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-06-26 | NP | DYFI - IDX DYNAMIC FIXED INCOME ETF | 333.571 | 8.736 | ||||||
2025-07-18 | 13F | Vicus Capital | 399.620 | 427,20 | 10.606 | 431,05 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 81.565 | 111,29 | 2.165 | 112,78 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 225.902 | 3,94 | 5.995 | 4,70 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 582.073 | -3,74 | 15.448 | -3,04 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 6.027 | 0,12 | 160 | 0,63 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 356.136 | 17,78 | 9.452 | 18,63 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 20.500 | 0,00 | 544 | 0,74 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 21.722 | 23,19 | 577 | 24,14 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 20.865 | 20,89 | 554 | 21,81 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 14.545 | 386 | ||||||
2025-08-12 | 13F | Allen Capital Group, LLC | 596.298 | 14,16 | 15.826 | 14,98 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 20.974 | -10,87 | 557 | -10,32 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 27.889 | -24,44 | 740 | -23,87 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8.058 | 214 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 11.514.297 | 26,69 | 305.589 | 27,60 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 18.840 | 22,19 | 500 | 23,15 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 62.194 | 21,32 | 1.651 | 22,22 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.283.537 | -2,03 | 34.065 | -1,32 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 26.840 | 712 | ||||||
2025-05-14 | 13F | Jane Street Group, Llc | 134.400 | 3.541 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 12.181 | -7,73 | 323 | -6,92 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 24.718 | 19,78 | 656 | 20,81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.182.749 | 59,22 | 31.390 | 60,37 | ||||
2025-08-04 | 13F | Assetmark, Inc | 18 | 0 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 120.100 | 3.187 | ||||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.443 | 20,78 | 277 | 22,03 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 1.507.157 | 234,47 | 39.518 | 231,19 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 77.339 | 51,35 | 2.053 | 52,45 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 27.593 | 39,15 | 732 | 40,23 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 31.031 | -71,66 | 824 | -71,46 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 466.874 | 69,74 | 12.391 | 70,97 | ||||
2025-08-12 | 13F | Argent Trust Co | 81.025 | 81,88 | 2.150 | 83,29 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 11.911 | 3,92 | 316 | 6,04 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 286.350 | 64,15 | 8 | 75,00 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 734.081 | 35,33 | 19.483 | 36,31 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 1.658.862 | 1,32 | 44.026 | 2,05 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 13.958 | -1,37 | 370 | -0,54 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15.078 | 6,03 | 400 | 6,95 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 7.554 | 1,49 | 199 | 4,19 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 1.345.126 | 10,54 | 35.700 | 11,33 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 132.855 | 1.406,81 | 3.526 | 1.419,83 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 15.100 | 401 | ||||||
2025-07-22 | 13F | JSF Financial, LLC | 23.646 | -24,28 | 628 | -23,72 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 1.820.666 | 48.320 | ||||||
2025-08-06 | 13F | Tradewinds, LLC. | 62.523 | 1.659 | ||||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 479 | 13 | ||||||
2025-07-16 | 13F | Banque Pictet & Cie Sa | 63.730 | 2,85 | 1.691 | 3,62 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 13.266 | 352 | ||||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 39.543 | 11,61 | 1.049 | 12,43 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 16.986 | 70,70 | 451 | 71,76 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 19 | 1 | ||||||
2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1.070.200 | 90,56 | 28.403 | 91,94 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 2.026.502 | 7,06 | 53.783 | 7,84 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1.707.045 | 23,22 | 45.305 | 24,11 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 34.784 | 12,03 | 923 | 12,84 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 906.592 | 1,04 | 24.061 | 1,76 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 68.271 | 12,50 | 1.812 | 13,33 | ||||
2025-04-23 | 13F | Sabal Trust CO | 205.706 | 540,71 | 5.420 | 551,44 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4.793 | -3,93 | 127 | -3,05 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 262.016 | 5,77 | 6.954 | 6,53 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1.615.193 | 13,39 | 42.867 | 14,21 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 301.420 | 1,15 | 8.000 | 1,87 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 47.240 | 1.254 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 11.487 | 28,39 | 305 | 29,36 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 243.792 | 6.470 | ||||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 1.030.481 | 0,22 | 27.349 | 0,94 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 12.759 | 339 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20.213 | -0,96 | 536 | -0,19 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 137.887 | 660,55 | 3.660 | 667,09 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14.815 | 68,93 | 393 | 70,13 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 17.180 | 455 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 8.434 | 224 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 19.405 | 59,34 | 515 | 60,94 | ||||
2025-04-14 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 171.676 | -3,20 | 4.556 | -2,50 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 339.140 | 41,91 | 9.001 | 42,93 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 652.040 | 5,33 | 17.305 | 6,09 | ||||
2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 30.000 | -54,73 | 796 | -54,41 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 158.248 | -4,99 | 4.200 | -4,31 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 280.615 | 67,82 | 7.448 | 69,02 | ||||
2025-08-07 | 13F | PFG Advisors | 179.310 | 43,72 | 4.759 | 44,75 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 125.894 | 11,47 | 3.341 | 12,30 | ||||
2025-04-23 | 13F | Carl Stuart Investment Advisor, Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 21.380 | 567 | ||||||
2025-07-14 | 13F | IronOak Wealth LLC. | 85.888 | 2.279 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 89.847 | 5,61 | 2.385 | 6,38 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 53.350 | 18,21 | 1.416 | 19,01 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 56.065 | 15,66 | 1.488 | 16,44 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 372.625 | -12,09 | 9.830 | -11,99 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 33.996 | -91,36 | 897 | -91,34 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.903 | 110,06 | 77 | 113,89 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 257.411 | 18,94 | 6.832 | 19,80 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 612.937 | 4,45 | 16.267 | 5,21 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 7.607 | 202 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 1.477.954 | 483,29 | 39.225 | 487,54 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 50.974 | 204,45 | 1.353 | 206,58 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 441.020 | 70,10 | 11.705 | 71,34 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 1.813.567 | 4,03 | 48.132 | 4,78 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 607.150 | 59,65 | 16 | 60,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 38.908 | 7,11 | 1.033 | 7,84 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 37.706 | 36,49 | 1 | |||||
2025-08-08 | 13F | Altfest L J & Co Inc | 65.474 | 0,11 | 1.738 | 0,81 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 714.933 | 7,00 | 18.974 | 7,78 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 321.240 | 16,29 | 8.526 | 17,13 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.656 | -97,94 | 97 | -97,93 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 68.437 | 2 | ||||||
2025-07-11 | 13F | Essex Savings Bank | 12.373 | 328 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 46.246 | -2,59 | 1.227 | -1,84 | ||||
2025-07-30 | 13F | Retirement Planning Group | 4.777.442 | 6,42 | 126.793 | 7,18 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 100.904 | 46,53 | 2.678 | 47,57 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 114.820 | 3.047 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 32.121 | 1 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 8.737.325 | 50,67 | 231.889 | 51,75 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 16.534 | 81,97 | 435 | 85,90 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 547.277 | -0,41 | 14.525 | 0,31 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 35.450 | 19,97 | 1 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 197.809 | 23,73 | 5.250 | 24,62 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 52.250 | 22,54 | 1.387 | 23,42 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 300.945 | 28,33 | 7.987 | 29,26 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.998 | -86,28 | 80 | -86,26 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 402.204 | 11,56 | 10.674 | 12,36 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 42.482 | -1,25 | 1.127 | -0,53 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 126.858 | -3,03 | 3.367 | -2,35 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2.578.071 | 8,48 | 68.422 | 9,26 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20.223 | 72,46 | 537 | 74,03 | ||||
2025-08-14 | 13F | Destination Wealth Management | 2.560.723 | 67.962 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 115 | 0,00 | 3 | -33,33 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 789.415 | 77,18 | 20.951 | 78,46 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 60.464 | 578,91 | 1.605 | 585,47 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 1.089.199 | 0,88 | 28.907 | 1,61 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 87.532 | 2.323 | ||||||
2025-08-14 | 13F | Mariner, LLC | 181.319 | 25,50 | 4.812 | 26,43 | ||||
2025-08-08 | 13F | Hedeker Wealth, LLC | 184.695 | 1,13 | 4.902 | 1,85 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 12.194 | 1,51 | 321 | 3,55 | ||||
2025-08-12 | 13F | Change Path, LLC | 573.215 | 6,87 | 15.213 | 7,65 | ||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 722.305 | 0,00 | 19.033 | 0,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 13.150 | 2,81 | 349 | 3,56 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 48.285 | 25,99 | 1 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36.531 | 86,06 | 970 | 87,43 | ||||
2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 261.599 | -3,36 | 6.851 | -3,29 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 56.265 | 66,20 | 1.493 | 67,38 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 237.699 | 57,19 | 6.309 | 58,33 | ||||
2025-08-11 | 13F | Sharpepoint Llc | 164.577 | 84,56 | 4.368 | 86,86 | ||||
2025-07-11 | 13F | First PREMIER Bank | 34 | 0 | ||||||
2025-08-14 | 13F | Family Management Corp | 356.128 | 47,38 | 9.452 | 48,44 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 311 | 8 | ||||||
2025-08-01 | 13F | Delta Investment Management, LLC | 344.110 | -1,31 | 9.133 | -0,60 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 348.583 | -17,68 | 9.251 | -17,08 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 130 | 3 | ||||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 1.340.058 | 10,04 | 35.565 | 10,83 | ||||
2025-07-18 | 13F | Truist Financial Corp | 195.573 | 41,94 | 5.191 | 42,98 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 470.822 | -8,66 | 12.496 | -8,01 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 832.737 | 4,01 | 22.101 | 4,75 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 313.674 | 104,15 | 8.325 | 105,63 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 28.042 | 0,00 | 744 | 0,81 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 860.892 | 8,34 | 22.848 | 9,12 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19.651 | 8,44 | 519 | 9,05 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 214.197 | 85,79 | 5.668 | 86,78 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 12.192 | -8,67 | 324 | -7,98 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 20.919 | 1,46 | 555 | 2,21 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 10.415 | -13,21 | 276 | -12,66 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 1.012.151 | 1,37 | 26.862 | 2,10 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 84.579 | 20,23 | 2.245 | 20,97 | ||||
2025-08-15 | 13F | Morgan Stanley | 9.124.129 | 66,90 | 242.154 | 68,10 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 20.246 | -16,90 | 535 | -16,54 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 136.523 | 8,55 | 3.623 | 9,32 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 52.520 | 1,94 | 1.394 | 2,65 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 469.540 | 4,86 | 12.462 | 5,61 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20.942 | -25,56 | 556 | -25,10 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7.696 | 0 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 86.780 | 12,08 | 2 | 0,00 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 27.521 | 5,79 | 1 | |||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 29.950 | -5,67 | 795 | -5,02 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 135.340 | -2,52 | 3.592 | -1,83 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 109 | 3 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 1.066 | 82,22 | 28 | 86,67 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 914.827 | 4,75 | 24.280 | 5,51 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 458 | 12 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 127.915 | -0,40 | 3.395 | 0,33 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 39.556 | 2,09 | 1.050 | 2,74 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 19.138 | -53,79 | 508 | -53,53 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 949.485 | 11,16 | 25.199 | 11,96 | ||||
2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 291.191 | 7,88 | 7.728 | 8,66 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 147.277 | 18,13 | 3.909 | 18,96 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 46.904 | 6,55 | 1.245 | 7,33 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 2.511 | -4,16 | 67 | -4,35 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 571 | 1,24 | 15 | 7,14 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 68.144 | 1.809 | ||||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 91.905 | 91,10 | 2.439 | 92,50 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27.716 | -95,30 | 736 | -95,27 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 62.523 | 1.659 | ||||||
2025-08-13 | 13F | Advisor Group Holdings, Inc. | 802.807 | -12,88 | 21.033 | -13,38 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9.564 | 21,02 | 254 | 21,63 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 88.858 | 10,09 | 2.358 | 10,91 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 100.390 | 10,92 | 2.650 | 13,20 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 25.763 | 10,49 | 684 | 11,24 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 19.687 | 90,36 | 522 | 91,91 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 26.359 | 155,66 | 700 | 157,93 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 260.056 | 36,01 | 6.902 | 36,98 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.145 | 375 | ||||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 393.959 | 55,86 | 10.397 | 56,10 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3.488 | 52,71 | 93 | 53,33 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1.612 | 0,00 | 43 | 0,00 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 8.932 | 237 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12.073 | 0,67 | 320 | 1,59 | ||||
2025-08-05 | 13F | Huntington National Bank | 570 | 38,78 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 78.336 | 84,57 | 2 | 100,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 129.049 | -57,84 | 3.425 | -57,53 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 175.100 | 4.647 | ||||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 5.774 | 48,01 | 153 | 50,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 19 | 1 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 41.534 | 1.102 | ||||||
2025-08-14 | 13F | UBS Group AG | 1.911.565 | 43,03 | 50.733 | 44,06 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 102.886 | 2.731 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 12.035 | -10,93 | 319 | -10,39 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 8.364 | -15,25 | 222 | -15,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 71.894 | 22,33 | 1.908 | 23,26 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 11.434 | 303 | ||||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 522.165 | -13,29 | 13.858 | -12,66 | ||||
2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 60.252 | 1.578 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.430 | 38 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2.001 | 0,00 | 53 | 1,92 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 136.701 | 31,90 | 3.628 | 32,89 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 63.522 | 13,43 | 1.686 | 14,24 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.912 | 51 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 18.839 | -42,02 | 500 | -41,71 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 20.460 | 543 | ||||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 34.757 | 47,38 | 921 | 48,55 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 207.212 | 0,00 | 5.460 | 0,00 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 497.082 | 30,27 | 13.193 | 31,21 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 13.121 | -0,42 | 348 | 0,29 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 41.347 | 0,00 | 1.097 | 0,73 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.394 | 64 | ||||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 47.097 | 29,30 | 1.250 | 30,24 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 13.890 | 369 | ||||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 57.558 | -0,50 | 1.528 | 0,20 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 98.301 | 185,53 | 2.609 | 187,54 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 27.003 | 40,07 | 715 | 41,11 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.306 | -15,68 | 327 | -15,10 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 16.592 | 440 | ||||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 34.261 | -10,85 | 909 | -10,18 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 705.225 | -2,20 | 18.717 | -1,49 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 25.181 | -50,11 | 664 | -49,31 | ||||
2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 71.038 | -12,61 | 1.885 | -11,96 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 851.162 | 141,55 | 22.590 | 143,28 | ||||
2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 218.635 | 28,77 | 5.803 | 29,68 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 4.531.478 | 43,08 | 120.265 | 44,11 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Fragasso Group Inc. | 2.237.522 | 21,02 | 59.384 | 21,89 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 717.512 | -0,06 | 19.043 | 0,66 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 382.473 | 25,75 | 10.109 | 27,19 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 80.457 | -7,70 | 2.135 | -7,05 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1.444.498 | 39,51 | 38.337 | 40,51 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 61.199 | 2,18 | 1.624 | 2,92 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 32.214 | -2,04 | 851 | -1,73 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 543.232 | 2.988,48 | 14.417 | 3.013,82 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44.042 | 0,35 | 1.169 | 1,04 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336.560 | 12,73 | 8.932 | 13,55 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 12 | 0,00 | 0 | |||||
2025-08-13 | 13F | Menard Financial Group LLC | 94.161 | -1,39 | 2.499 | 0,77 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 251.008 | -69,76 | 6.662 | -69,55 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Astor Investment Management LLC | 586.699 | -5,24 | 15.571 | -4,55 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 514.100 | 111,03 | 14 | 116,67 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 25.986 | -5,72 | 1 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 22.211 | 0,00 | 589 | 0,68 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 823.280 | 306,72 | 21.850 | 309,69 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 7.648 | 0 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 438.300 | 203,48 | 11.632 | 206,75 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 67.964 | 31,76 | 1.804 | 32,67 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 76.388 | 2.027 | ||||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 54.875 | -0,63 | 1.456 | 1,96 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 269.722 | 4,85 | 7.158 | 5,61 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 369.984 | 46,62 | 9.819 | 47,68 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 9.733 | 0,13 | 258 | 0,78 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 75.897 | 21,99 | 2.014 | 22,88 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 565.023 | 2,33 | 14.996 | 3,07 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 14.549 | 1,09 | 383 | 2,69 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 143.895 | 37,24 | 3.819 | 39,19 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 70.856 | 0,60 | 1.881 | 1,35 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.749.163 | 73,66 | 72.963 | 74,91 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 998.394 | -29,73 | 26.497 | -29,22 | ||||
2025-08-13 | 13F | Benedict Financial Advisors Inc | 11.945 | 0,00 | 317 | 0,96 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 794.814 | 4,14 | 21.094 | 4,89 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 15.957 | -2,93 | 423 | -2,31 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 234.849 | 6.195 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 224.129 | 21,43 | 5.948 | 22,31 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 56.568 | -3,43 | 1.491 | -1,84 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 9.022 | 239 | ||||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 3.225.583 | 7,12 | 85.607 | 7,89 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 56.729 | 6,29 | 1.506 | 7,04 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 349.419 | -28,23 | 9.274 | -27,71 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 805.998 | 36,07 | 21.391 | 37,05 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 98.585 | 20,99 | 2.616 | 21,84 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 235.013 | 7,09 | 6.237 | 7,87 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 540.802 | 5,89 | 14.353 | 6,65 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 213.595 | 2,31 | 5.669 | 3,04 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 134.601 | 33,35 | 3.572 | 34,34 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 9.371 | 2,89 | 249 | 3,77 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75.016 | 95,78 | 1.991 | 97,22 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2.265 | 60 | ||||||
2025-08-14 | 13F | Comerica Bank | 20.924 | 214,60 | 555 | 217,14 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.676.565 | -4,11 | 44.496 | -3,42 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 224.467 | -20,22 | 5.957 | -19,64 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 296.424 | 26,82 | 7.867 | 27,73 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 424.814 | 1,82 | 11.275 | 3,43 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 263.335 | 6.989 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 25 | 1 | ||||||
2025-07-16 | 13F | Novem Group | 594.815 | -43,18 | 15.786 | -42,77 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 283.213 | 21,55 | 7.516 | 22,43 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 445.555 | -7,87 | 11.740 | -6,33 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 260.238 | -3,35 | 6.907 | -2,66 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10.483 | -0,20 | 278 | 0,72 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 920.747 | 104,20 | 24.437 | 105,67 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 171.092 | -6,09 | 4.541 | -5,42 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27.679 | 67,47 | 735 | 68,74 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 355.650 | 67,40 | 9.439 | 68,60 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 93.179 | 79,37 | 2.468 | 80,41 | ||||
2025-07-29 | 13F | Private Trust Co Na | 14.477 | -19,17 | 384 | -18,47 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 25.075 | 11.144,39 | 665 | 13.200,00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 28.958 | -7,98 | 769 | -7,36 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 42.478 | 677,13 | 1.127 | 699,29 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 87.835 | 248,95 | 2.331 | 251,58 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 57.991 | 4,11 | 1.539 | 4,91 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 55.537 | 1.470 | ||||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 7.760 | -15,30 | 206 | -14,94 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 58.780 | -55,16 | 1.560 | -54,82 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 34.219 | 24,71 | 908 | 25,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4.917.874 | 96,70 | 130.520 | 98,12 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 48.165 | -0,35 | 1.278 | 2,24 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 5.500 | 38,75 | 146 | 39,42 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 85 | 2 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 45.953 | -2,80 | 1.220 | -2,09 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 22.183 | 25,85 | 589 | 26,72 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 351.572 | 13,10 | 9.331 | 13,92 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 496.783 | 13.185 | ||||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215.188 | 109,58 | 6 | 150,00 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 238.980 | 56,80 | 6.343 | 57,92 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 150.190 | 17,57 | 3.986 | 18,45 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2.131.205 | 87,47 | 56.562 | 88,83 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 200.021 | 6,63 | 5.309 | 7,38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2.195.667 | 23,58 | 58 | 26,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 3.640.171 | 8,92 | 96.610 | 9,71 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 125.860 | 1.521,49 | 3.340 | 1.537,25 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 36.688 | 14,87 | 974 | 15,70 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 11.445 | 36,02 | 304 | 37,10 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 1.650.219 | 76,74 | 43.368 | 77,95 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 625.339 | 8,55 | 16.595 | 9,33 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.329 | -0,12 | 248 | 0,41 | ||||
2025-08-04 | 13F | Atria Investments Llc | 246.391 | 4,29 | 6.539 | 5,04 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 15.796 | 64,46 | 419 | 65,61 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 851.078 | 68,54 | 22.588 | 69,76 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 365.017 | 112,01 | 9.688 | 113,56 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 567.539 | 107,32 | 15.062 | 108,82 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 15.130 | 0,38 | 402 | 1,01 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 1.210.832 | 35,52 | 32.135 | 36,49 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 16.179 | 429 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45.827 | 1.216 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 41.900 | 6,07 | 1.112 | 6,92 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 59.985 | 1.592 | ||||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 27.803 | 119,89 | 738 | 121,32 | ||||
2025-08-14 | 13F | Lhm, Inc. | 600.189 | 433,50 | 15.929 | 437,42 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 94.200 | -41,38 | 2.500 | -40,95 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 81.010 | 619,39 | 2.150 | 626,35 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10.451 | -13,95 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.528.515 | 27,33 | 120.187 | 28,24 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10.245 | 272 | ||||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 11.192 | -38,76 | 297 | -38,25 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1.934 | 50,39 | 51 | 51,52 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 617.511 | 6,65 | 16.389 | 7,42 | ||||
2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 784.273 | 478,38 | 20.815 | 482,54 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 772.936 | 25,93 | 20.514 | 26,83 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 76.975 | 6,51 | 2.043 | 7,25 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 131.485 | 16,43 | 3.490 | 17,28 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 407 | 11 | ||||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 313.116 | -3,91 | 8.251 | -3,90 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 53.890 | 1 | ||||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5.666 | 198,21 | 150 | 200,00 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 13.337 | 13.237,00 | 354 | 17.550,00 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 101.892 | 87,12 | 2.704 | 89,22 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 81.095 | 40,18 | 2.152 | 41,21 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 33.089 | -8,87 | 878 | -8,16 | ||||
2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 363.165 | -7,66 | 9.638 | -7,00 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 191.567 | 89,07 | 5.084 | 90,48 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 26.790 | 6,36 | 710 | 6,94 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 35.666 | 0,00 | 947 | 0,75 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 478.385 | 3,04 | 12.696 | 3,78 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.642 | 33,78 | 601 | 34,83 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1.008.750 | 93,64 | 26.772 | 95,05 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 3.869 | 630,00 | 99 | 661,54 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 98.364 | 26,20 | 2.611 | 27,13 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 63.551 | 18,84 | 1.687 | 19,66 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 23.596 | 2,66 | 626 | 3,47 | ||||
2025-08-11 | 13F | Gr Financial Group, Llc | 3.187.223 | 0,82 | 84.589 | 1,55 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 26 | 0,00 | 1 | |||||
2025-08-06 | 13F | Blue Investment Partners LLC | 631.855 | 7,08 | 16.769 | 7,85 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 24.111 | 55,26 | 640 | 56,23 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 896.405 | 9,99 | 23.791 | 10,79 | ||||
2025-08-05 | 13F | Sheridan Capital Management, LLC | 107.948 | 42,03 | 2.865 | 43,06 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 297.718 | 7.901 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 320 | 8 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 4.355.826 | 7,38 | 115.604 | 8,16 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 321.857 | 0,42 | 8.542 | 1,15 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 90.936 | 16,97 | 2.413 | 17,82 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 200.158 | 2,69 | 5.312 | 3,45 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 457 | -69,59 | 12 | -69,23 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 311.127 | 13,33 | 8.257 | 14,14 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 139.770 | 3.709 | ||||||
2025-08-04 | 13F | WNY Asset Management, LLC | 107.036 | 9,09 | 2.841 | 9,86 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 407.746 | 14,60 | 10.822 | 15,42 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 30.716 | 0,56 | 815 | 1,37 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 12.425 | 0,99 | 330 | 3,46 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 645.559 | 153,87 | 17.133 | 155,72 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 116.974 | 4,82 | 3.104 | 5,58 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 33.011 | -0,58 | 876 | 0,23 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 211.581 | 35,96 | 5.615 | 36,95 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12.196 | -1,24 | 324 | -0,62 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 1.507.954 | 371,75 | 40.021 | 375,20 |