Statistik Asas
| Pemilik Institusi | 275 total, 275 long only, 0 short only, 0 long/short - change of 882.14% MRQ |
| Purata Peruntukan Portfolio | 0.2989 % - change of 18.00% MRQ |
| Saham Institusi (Panjang) | 68,612,983 (ex 13D/G) - change of 66.65MM shares 3,401.71% MRQ |
| Nilai Institusi (Panjang) | $ 1,764,044 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) telah 275 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 68,612,983 saham. Pemegang saham terbesar termasuk Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Cwm, Llc, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Resources Investment Advisors, LLC., Parcion Private Wealth LLC, and GWM Advisors LLC .
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (ARCA:BAI) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 32.24 / share. Previously, on October 22, 2024, the share price was 25.06 / share. This represents an increase of 28.65% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 400,000 | 31,181 | -92.20 | 0.00 | -100.00 | ||
| 2025-02-07 | BlackRock, Inc. | 0 | 0.00 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20,710 | 597 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 71,624 | 2,066 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 100,485 | 2,899 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 47,556 | 1,372 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44,438 | 1,437 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,032 | 261 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 31,181 | -92.20 | 900 | -89.73 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 17,915 | 559 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,700 | 104.35 | 136 | 170.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 59,582 | 1,719 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,239 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,069 | 204 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 19,254 | 600 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 711 | 65.73 | 21 | 122.22 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 38,112 | 1,100 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 130,002 | 3,751 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 991,219 | 28,597 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81,012 | 2,337 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 162,181 | 4,679 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,896 | 199 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 56,010 | 1,616 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 235,893 | 6,806 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,827,247 | 52,716 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7,409 | 235 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 112,559 | 3,247 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18,398 | 531 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24,531 | 708 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204,761 | 5,907 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 697,617 | 20,126 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,284 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8,965 | 259 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 124,374 | 3,588 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 8,754 | 253 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 16,000 | 462 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,576 | 103 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 992,904 | 2.11 | 29 | 33.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 275,467 | 7,947 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,173 | 207 | ||||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 17,868 | 515 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 85,978 | 2,480 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 43,452 | 1,254 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 887 | 26 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558,486 | 16,112 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 134,866 | 4.44 | 3,891 | 37.65 | ||||
| 2025-08-11 | 13F | Eq Llc | 167,032 | 4,819 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 135,633 | 25,017.22 | 3,913 | 35,463.64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92,558 | 2,670 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15,542 | 448 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 69,869 | 2,016 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 16,000 | 462 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12,053 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,928 | 546 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 512 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210,352 | 6 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12,178 | 351 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | -81.00 | 28 | -75.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114,539 | 3,304 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 69,301 | 1,999 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 82,590 | 2,383 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7,587 | 0 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 21,439 | 622 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,974 | 197 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 96,102 | 3,000 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,320 | 442 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7,547 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831,760 | 24 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 218,348 | 6,299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,104 | 292 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,486 | 43 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,403 | 34.82 | 1,858 | 77.80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 160.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31,794 | 823 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,113 | 551 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,050 | -63.41 | 164 | -54.85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 895 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,121 | 119 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23,250 | 671 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 16,793 | 484 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7,577 | 214 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,906 | 545 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,368 | 530 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,974 | 345 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142,197 | 4,102 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 198,976 | 5,740 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,086 | 60 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 12,000 | 346 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 375,310 | 10,828 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 199,923 | 5,768 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 87,822 | 2,688 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,115 | 753 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 138,429 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,187 | 2,083 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7,073 | 204 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,797 | 485 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 120,799 | 3,485 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2,634,012 | 76 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8,465 | 244 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 344,995 | 9,953 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 10,645 | 306 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20,174 | 1 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 6,960 | 0.00 | 201 | 31.58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,317 | 211 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 24,304 | 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,306 | 730 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 170 | 0.00 | 5 | 33.33 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 46,523 | 1,342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,038 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,637 | 307 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23,769 | 686 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 81,412 | 2,349 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 55,763 | 1,609 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78,571 | 34,061.30 | 2,267 | 45,240.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34,152 | 985 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 225,104 | 6,494 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 75,471 | 2,177 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 15,888 | 458 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 17,445 | 503 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,987 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 219,035 | 4,253.71 | 6,319 | 5,643.64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 15,980 | 19.43 | 461 | 57.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 577,916 | 17 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 8,250 | 238 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 21,507 | 620 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,359 | 732 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92,506 | 2,669 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 268,193 | 7,737 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 158,555 | 4,574 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 363 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,575 | 190 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7,368 | 213 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 54,253 | 1,565 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33,416 | 964 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13,468 | 389 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55,152 | 1,591 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 83,379 | 2,405 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7,368 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,972 | 288 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,174 | 1,101 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 470,053 | 13,561 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 459,952 | 13,270 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 142 | 4 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,147 | 350 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 184,211 | 5,314 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48,807 | 1,408 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11,092 | 320 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 152,348 | 4,395 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 78,546 | 2,266 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 216,193 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7,097 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21,973,766 | 633,943 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 84,494 | 2,633 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,480 | 822 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 55,936 | 1,614 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 20,933 | 604 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 149,931 | 4,526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,022,658 | 335,197.70 | 29,504 | 491,616.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,479 | 591 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 | 5 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 7,851 | 227 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 257 | 8 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 107,032 | 3,088 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86,550 | 87 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,746,655 | 50 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 215,020 | 6,203 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 56,407 | 1,627 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 182,257 | 5,258 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,938,293 | 3,613,012.84 | 113,620 | 5,680,850.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160,000 | 4,616 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 50 | 1 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 108,786 | 3,138 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 133,092 | 3,840 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 210 | 536.36 | 6 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,673 | 280 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 130,833 | 3,775 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9,836 | 284 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 38,195 | 1,102 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 329 | 0.00 | 9 | 28.57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,940 | 200 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,647 | 307 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 8,212 | 237 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 88,786 | 2,561 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,804 | 1,148 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 41,400 | 1,194 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,200 | 237 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,568 | 2,151 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 107 | 3 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 121,771 | 3,513 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 82,084 | 2,368 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 261,510 | 7,545 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 6,947 | 200 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70,363 | 2,030 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 89,622 | 2,586 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 391,384 | 11,291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,361 | 212 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7,512 | 217 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 28,012 | 808 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7,095 | 205 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 60,443 | 1,744 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 31,299 | 903 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 16,801 | 485 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 34,494 | 995 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78,136 | 2,254 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 111,948 | 3,230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15,809 | 456 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 72,786 | 2,100 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 924,155 | 26,662 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,084 | 753 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,644 | 278 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7,194 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,401 | 127 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 900 | 26 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 74,676 | 2,154 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 170 | 0.00 | 5 | 33.33 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60,182 | 1,738 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,165 | 21,550.00 | 62 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,609 | 393 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 173,657 | 5,010 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1,063,208 | 30,674 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 54,052 | 1,559 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49,519 | 1,429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,316 | 67 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 39,634 | 1,143 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,954 | 720 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 827 | 0 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,013 | 260 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29,340 | 828 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141,420 | 4,080 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11,391 | 329 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22,633 | 653 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 790,720 | 22,812 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 13,292 | 383 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 66,507 | 1,919 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,918 | 315 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13,047 | 376 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,150,453 | 33,191 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147,504 | 4,255 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13,624 | 393 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,509 | 0.00 | 44 | 30.30 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50,665 | 1,453 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19,696 | 615 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,593,595 | 2,433.77 | 219,075 | 3,239.56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63,888 | 1,843 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658,567 | 19,000 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 50,898 | 1,468 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 107,993 | 3,116 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 871,685 | 25,148 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27,255 | 786 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,677 | 3,857 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27,408 | 791 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 101,984 | 2,942 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6,982 | 213 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14,277 | 412 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 17,126 | 492 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29,301 | 845 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 49,681 | 1,433 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 115,742 | 3,339 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 35 | 1 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 57,262 | 1,652 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 253,799 | 7,322 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,754 | 426 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11,393 | 354 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32,411 | 33.32 | 989 | 80.62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 63,541 | 1,833 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57,660 | 1,669 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,189,223 | 63,159 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116,850 | 3,371 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35,218 | 1,016 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 156,642 | 4,933 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40,259 | 1,161 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 654 | 0.00 | 19 | 28.57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 57,390 | 1,656 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193,875 | 5,593 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 51,763 | 1,493 |
