Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF includono CacheTech Inc., Grimes & Company, Inc., Tableaux Llc, Summit Wealth Group Llc / Co, Mcrae Capital Management Inc, SLT Holdings LLC, Sax Wealth Advisors, Llc, Evoke Wealth, Llc, Camden Capital, LLC, Summit Trail Advisors, Llc, Aqr Capital Management Llc, Sentinus, LLC, TFAGX - TFA AlphaGen Growth Fund Class I, Gwn Securities Inc., Diversify Advisory Services, LLC, Buckingham Strategic Partners, NWF Advisory Services Inc., Connetic Venture Capital Access Fund, RVW Wealth, LLC, e Scotia Capital Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.762 | 6,11 | 1 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 1.090 | 215 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 380.912 | 4,30 | 75.123 | 27,55 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 40.505 | 6.532 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1.024 | 202 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4.917 | 0,49 | 970 | 22,81 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 7.457 | 8,21 | 1.487 | 54,41 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 40.505 | 6.532 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 35.577 | 0,23 | 7.017 | 22,57 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2.666 | 30,30 | 526 | 59,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 308.500 | 107,26 | 60.842 | 153,47 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7.006 | 10,56 | 1.382 | 35,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.605 | 1,38 | 805 | 40,31 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 241.903 | 12,97 | 47.708 | 38,15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 12.802 | 2.525 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4.990 | 13,23 | 1 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 11.879 | 1,68 | 2.343 | 24,31 | ||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 13.687 | 2.699 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24.233 | 5,34 | 4.779 | 28,85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659.540 | 23,90 | 130.074 | 51,52 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 4.345 | 44,54 | 857 | 76,86 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12.816 | 5,65 | 2.528 | 29,19 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 2.230 | 440 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 176.127 | 2,57 | 34.736 | 25,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 117.420 | 1,02 | 23.158 | 23,54 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 15.449 | 3,52 | 3.047 | 26,60 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3.981 | 785 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 37.410 | 37,84 | 7.378 | 68,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7.813 | 0,81 | 1.541 | 23,30 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33.008 | 21,14 | 7 | 50,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2.953 | 85,61 | 582 | 127,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30.164 | 4,90 | 5.949 | 28,27 | ||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 1.239 | 244 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 230 | 0,44 | 45 | 25,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 27.484 | 1.305 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5.070 | 0,20 | 1.000 | 22,43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7.748 | 22,89 | 1.528 | 50,30 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 95.341 | 0,19 | 18.800 | 22,50 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 240 | 47 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17.058 | 1,02 | 3.364 | 23,54 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1.712 | 338 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2.629 | 1,00 | 519 | 23,63 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26.491 | 0,34 | 5.225 | 22,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.313 | 7,18 | 653 | 31,12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 65 | 13 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.560 | 95,98 | 1.097 | 139,82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3.931 | 775 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3.821 | 46,01 | 754 | 78,44 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 1.899 | 3,60 | 374 | 26,78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.075 | 22,78 | 409 | 50,37 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20.946 | 2,32 | 4.131 | 25,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14.562 | 11,28 | 2.692 | 27,58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 100,00 | 79 | 143,75 | |||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1.020 | 201 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 28.454 | 1,11 | 5.612 | 23,64 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 4.362 | 0,02 | 860 | 22,33 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 87 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1.049 | 207 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135.518 | 11,45 | 26.727 | 36,30 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86.073 | 4.004,58 | 16.975 | 4.922,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8.506 | 1,19 | 1.678 | 23,76 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.119 | 73,45 | 2.390 | 112,26 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 60.027 | 6,47 | 11.839 | 30,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46.150 | 10,27 | 9.102 | 34,85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12.096 | 73,02 | 2.386 | 111,62 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 690 | 136 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6.797 | 2,33 | 1.341 | 25,12 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 10.526 | 0,78 | 2.076 | 23,28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40.744 | 7,07 | 8.036 | 30,74 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1.735 | 0,12 | 342 | 22,58 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3.009 | 128,13 | 593 | 179,72 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 116.849 | 50,48 | 19.094 | 34,04 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1.178 | 232 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 1.874 | 33,38 | 370 | 63,27 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 3,23 | 12 | 20,00 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3.500 | 12,90 | 564 | -1,57 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1.716 | 16,42 | 354 | 48,12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2.235 | 441 | ||||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6.633 | 0,03 | 1.308 | 22,36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 658 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11.699 | 4,47 | 2.307 | 27,81 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 61 | 12 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 617.076 | 1,50 | 121.700 | 24,12 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3.734 | 72,31 | 736 | 110,89 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1.900 | 1,55 | 375 | 24,25 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 666 | 131 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 1.106 | 218 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 82.569 | 1,03 | 16.284 | 23,56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.334 | 126,72 | 1.913 | 185,80 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1.996 | 4,07 | 394 | 27,18 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2.528 | 0,12 | 499 | 22,36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.035 | 204 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15.428 | 3,45 | 3.043 | 26,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13.506 | 35,24 | 2.638 | 63,59 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 9.267 | 2,30 | 1.828 | 25,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18.989 | 11,01 | 3.745 | 36,64 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1.885 | 2,56 | 372 | 25,34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3.995 | 36,26 | 788 | 45,20 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4.248 | 838 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1.115 | 220 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 19.167 | 3.780 | ||||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14.388 | 3,47 | 2.838 | 26,54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1.666 | 329 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19.441 | 0,04 | 3.959 | 21,30 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1.570 | 0,19 | 310 | 22,62 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4.674 | 8,75 | 922 | 32,90 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 242.337 | 1,32 | 47.776 | 23,87 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.868 | 0,70 | 763 | 23,10 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 16.272 | 1,59 | 3.209 | 24,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 32.700 | 151,54 | 6.449 | 207,68 | |||
| 2025-08-13 | 13F | Balance Wealth, LLC | 2.804 | 1,19 | 553 | 23,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108.807 | 12,15 | 21.459 | 37,15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 915 | 180 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 336.084 | 2,16 | 66.283 | 24,93 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 1.824 | 360 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1.905 | 45,53 | 376 | 77,73 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.204 | 1,62 | 6.548 | 24,27 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 16.138 | 1,89 | 3.183 | 24,59 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.993 | 7,32 | 393 | 31,44 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2.390 | 8,29 | 471 | 32,68 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 132 | 26 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1.045 | 206 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 1.052 | 207 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 1.058 | 209 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.495 | 23,54 | 689 | 51,10 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3.608 | 712 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.771 | 13,43 | 546 | 60,12 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1.036 | 204 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1.969 | 17,41 | 388 | 43,70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14.436 | 146,47 | 2.847 | 201,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14.100 | 33,02 | 2.781 | 62,67 | |||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 608 | 120 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1.311 | 0,15 | 259 | 22,27 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2.056 | 405 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 1.839 | 363 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6.405 | 266,21 | 1.263 | 347,87 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1.423 | 1,35 | 281 | 23,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9.383 | 1,53 | 1.851 | 24,16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 416 | 42,96 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 137.335 | 43,14 | 27.085 | 75,05 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1.209 | 238 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.334 | 81,26 | 855 | 121,82 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 113.572 | 84,99 | 22.399 | 126,24 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 3.662 | 0,25 | 591 | -12,59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2.201 | 434 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2.343 | 510,16 | 462 | 657,38 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2.572 | 7,08 | 507 | 14,19 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 1.358 | 5,11 | 268 | 28,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170.659 | 5,05 | 33.687 | 28,42 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 67.624 | 39,59 | 13.337 | 70,71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53.387 | 7,60 | 11 | 25,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5.390 | 1.063 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 40.096 | 7.908 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10.430 | 6,36 | 2.057 | 30,04 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 1.419 | 2,31 | 280 | 34,13 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.541 | 2,55 | 698 | 25,54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5.346 | 0,17 | 1.054 | 22,56 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 76.151 | 6,53 | 15.019 | 30,27 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 1.155 | 228 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2.147 | 22,34 | 423 | 49,47 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3.379 | 666 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 23.570 | 2,27 | 4.648 | 25,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 787 | 26,73 | 154 | 53,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.810 | 0,11 | 554 | 22,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.086 | 45,65 | 1.003 | 76,90 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 22.971 | 1,68 | 4.530 | 24,35 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 24.518 | 4,08 | 4.835 | 27,27 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 2.263 | 0,67 | 446 | 23,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.800 | 45,00 | 1.144 | 77,21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 970 | 191 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.264 | 177,78 | 1.038 | 240,33 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 2.214 | 76,13 | 437 | 115,84 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3.517 | 13,12 | 567 | 6,38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6.720 | 0,86 | 1.325 | 23,37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.715 | 5,05 | 1.719 | 28,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 78.227 | 156,75 | 15.428 | 214,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2.651 | 12,05 | 523 | 19,45 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2.906 | 573 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 68.221 | 3,98 | 13.455 | 27,16 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3.948 | 176,86 | 779 | 239,74 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2.621 | 517 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6.065 | 4,42 | 1.196 | 27,78 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 34.602 | 16,65 | 6.824 | 42,67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.830 | 361 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35.265 | 264,23 | 6.955 | 345,55 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1.125 | 222 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.338 | 194,50 | 856 | 260,76 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 100 | 20 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 3.822 | 70,47 | 754 | 108,59 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 1.028 | 203 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.632 | 1,71 | 914 | 24,39 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 4.083 | 2,46 | 805 | 24,81 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1.228 | 0 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 23.181 | 0,70 | 4.572 | 23,14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 28.208 | 4,00 | 5.563 | 27,21 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3.000 | 3,20 | 592 | 26,28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 51.514 | 7.740,79 | 10.160 | 9.575,24 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3.717 | 1,25 | 733 | 23,82 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1.071 | 211 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 37.834 | 0,52 | 7.389 | 21,71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 10.890 | 16,87 | 2.148 | 42,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16.056 | 268,09 | 3.167 | 350,36 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 108.759 | 4,49 | 21.449 | 27,78 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5.470 | 209,04 | 1.079 | 278,25 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3.137 | 5,52 | 619 | 29,02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2.088 | 5,14 | 412 | 28,44 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3.700 | 35,83 | 1 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 28.643 | 5.649 | ||||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 1.100 | 217 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 1.926 | 0,05 | 380 | 22,26 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2.778 | 3,39 | 548 | 26,33 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1.209 | 238 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20.283 | 1,10 | 4.000 | 23,65 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.146 | 430 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1.269 | 250 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 2.111 | 0,14 | 416 | 22,71 | ||||
| 2025-07-16 | 13F | American National Bank | 3.092 | 8,83 | 610 | 32,97 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 600 | 118 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 23 | 5 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1.769 | 23,28 | 349 | 50,65 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 34.168 | 12,72 | 6.739 | 37,85 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4.419 | 0,52 | 872 | 23,02 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16.520 | 16,46 | 3.258 | 42,41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 292.925 | 26,59 | 57.771 | 54,80 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 50.065 | 5,31 | 10.038 | 30,93 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19.362 | 4 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 20.307 | 0,95 | 4.004 | 23,43 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2.915 | 2,21 | 575 | 25,05 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1.020 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 132 | 2,33 | 26 | 30,00 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 1.691 | 0,12 | 334 | 22,43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 2.756 | 0,07 | 544 | 22,30 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 51 | 10 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 22,52 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 30.806 | 16,41 | 6.076 | 42,37 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1.919 | 8,73 | 378 | 33,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.260 | 3,68 | 1.235 | 26,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.090 | 29,35 | 807 | 58,04 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 1.316 | 0,15 | 259 | 22,75 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3.256 | 0,03 | 642 | 22,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 63.856 | 7,47 | 12.594 | 31,44 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7.188 | 0,07 | 1.418 | 22,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2.092.518 | 3,20 | 412.687 | 26,20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18.073 | 16,76 | 3.564 | 42,79 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 753 | 149 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1.112 | 219 | ||||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 2.165 | 16,59 | 427 | 42,47 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6.365 | 26,54 | 1.255 | 54,75 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 4.484 | 884 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 17.084 | 2,95 | 3.369 | 25,90 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3.354 | 0,03 | 661 | 22,41 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16 | 3 | ||||||
| 2025-07-02 | 13F | Marotta Asset Management | 39.403 | 126,08 | 7.771 | 155,54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3.366 | 664 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6.392 | 36,79 | 1 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.051 | 0,19 | 207 | 22,49 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 120.949 | 26,09 | 24 | 53,33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.804 | 0,81 | 1.736 | 23,30 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 13.825 | 28,93 | 2.727 | 57,66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.040 | 429 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 526 | 7,35 | 104 | 30,38 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 45.990 | 0,52 | 9.070 | 22,93 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 15.783 | 2,43 | 3.113 | 24,23 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2.012 | 0,05 | 397 | 22,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 33.705 | 9,20 | 6.647 | 33,55 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1.999 | 0,55 | 394 | 23,13 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1.152 | 227 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5.501 | 0,09 | 1.085 | 22,35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 319 | 20,83 | 63 | 47,62 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 23 | 5 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 552.163 | 36,74 | 108.898 | 67,22 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 71.864 | 14.173 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 16.585 | 2,47 | 3.271 | 25,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 31.324 | 433,27 | 6.178 | 468,78 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2.375 | 34,18 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 26.145 | 52,95 | 5.156 | 87,08 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.492 | 0,07 | 292 | 21,25 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5.648 | 0,18 | 1.127 | 33,06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 37.143 | 15,08 | 7.325 | 40,73 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 2.876 | 3,16 | 578 | 27,59 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8.280 | 381,40 | 1.633 | 489,17 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30.553 | 13,50 | 6.026 | 38,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.838 | 9,08 | 363 | 16,40 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 19.160 | 16,23 | 3.779 | 42,14 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.151 | 227 |
