Statistik Asas
| Pemilik Institusi | 160 total, 160 long only, 0 short only, 0 long/short - change of 13.48% MRQ |
| Purata Peruntukan Portfolio | 0.5886 % - change of 15.12% MRQ |
| Saham Institusi (Panjang) | 20,596,679 (ex 13D/G) - change of 4.32MM shares 26.51% MRQ |
| Nilai Institusi (Panjang) | $ 793,188 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
EA Series Trust - Freedom 100 Emerging Markets ETF (US:FRDM) telah 160 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 20,596,679 saham. Pemegang saham terbesar termasuk Retirement Planning Group, Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, Ellevest, Inc., Tanglewood Wealth Management, Inc., Willis Johnson & Associates, Inc., Aptus Capital Advisors, LLC, Guardian Wealth Advisors, Llc / Nc, Coyle Financial Counsel LLC, and Kathmere Capital Management, LLC .
EA Series Trust - Freedom 100 Emerging Markets ETF (BATS:FRDM) 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 42.58 / share. Previously, on September 9, 2024, the share price was 34.22 / share. This represents an increase of 24.43% 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 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.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Lansing Street Advisors | 37,230 | 25.76 | 1,504 | 45.03 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 51,537 | 74.11 | 2,082 | 115.31 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 634 | 0.32 | 26 | 13.64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 174,390 | -21.80 | 7,045 | -9.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30,620 | 1,237 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 265,391 | 6.57 | 10,722 | 22.83 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,328 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 259,753 | 0.84 | 10,494 | 16.24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5,164 | -46.29 | 209 | -38.28 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,119 | -32.06 | 86 | -22.02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,858 | 21.59 | 156 | 39.64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 454,117 | 16.51 | 18,346 | 34.29 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1,600 | 65 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,801 | 356 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,396 | 157.30 | 1,019 | 194.51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 113,884 | 3.65 | 3,992 | 11.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 236 | 293.33 | 10 | 350.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 622,371 | 83.09 | 25,144 | 110.63 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 220,075 | 14.20 | 8,891 | 31.64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,109 | -41.94 | 489 | -33.11 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 85,799 | 57.61 | 3,466 | 81.66 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,317 | 0.00 | 215 | 15.05 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 935 | 3.89 | 38 | 19.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12,295 | 434 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,971 | 322 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8,046 | 4.47 | 325 | 20.82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 87,706 | 11.90 | 3,543 | 28.98 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,920 | 1.64 | 78 | 16.67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,304 | -22.79 | 53 | -11.86 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 30,072 | 1,215 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 62,574 | 4.01 | 2,528 | 19.88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 813 | 33 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 86 | -86.11 | 3 | -85.71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,107,772 | 48.58 | 44,754 | 71.24 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 134,479 | -1.85 | 5,433 | 13.12 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24,986 | 1,009 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160,176 | -0.73 | 6,471 | 14.43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,431 | -6.56 | 502 | 7.73 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 982,672 | 4.38 | 39,700 | 20.31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 178,208 | -1.74 | 7,200 | 13.25 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 7,294 | -90.97 | 295 | -89.61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,940 | 321 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 19 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 249,563 | 0.22 | 10,082 | 15.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 184 | 0.00 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 25,440 | -15.02 | 1,028 | -2.10 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 16,137 | 0.70 | 652 | 16.04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 46,326 | 1,872 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,877 | 827.55 | 1,005 | 969.15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 250,227 | 461.77 | 10,109 | 547.60 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 360,025 | -1.64 | 15 | 16.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 28,337 | -39.00 | 1,145 | -29.73 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 685 | 28 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 15,000 | -86.72 | 15 | -99.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,438,388 | 12.01 | 58,111 | 29.10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47,054 | 21.55 | 1,896 | 39.75 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 21,950 | 146.68 | 887 | 184.89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 362,962 | -0.75 | 14,664 | 14.39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 139,220 | -29.31 | 5,624 | -18.53 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,665 | -27.02 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 178,666 | 186.57 | 7,218 | 230.34 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 0.00 | 8 | 14.29 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,632 | 0.00 | 66 | 14.04 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 416,007 | 107.51 | 16,807 | 139.16 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 26,757 | 3.61 | 874 | -4.17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 193 | 0.00 | 8 | 40.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 32,105 | -0.12 | 1,297 | 15.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25,267 | 4.53 | 1,031 | 18.53 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 128,729 | -4.52 | 5,201 | 10.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 163,305 | -10.48 | 6,598 | 3.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,264,419 | 228.60 | 51,083 | 278.75 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 72,304 | 270.13 | 2,921 | 327.05 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 71,613 | 4.53 | 2,893 | 20.49 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,000 | 0.00 | 121 | 15.24 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 23,568 | 0.58 | 952 | 15.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,401 | 0.00 | 97 | 15.48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,133 | 86 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 396,795 | 8.89 | 16,030 | 25.50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 21,469 | 0.00 | 867 | 15.29 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 62,234 | 0.81 | 2,514 | 16.23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,248 | 414 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8,816 | 356 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 270,737 | 1.50 | 11 | 11.11 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 59,183 | -2.31 | 2,391 | 11.73 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5,300 | 214 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 5,200 | 210 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 72,481 | -87.76 | 3 | -90.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 55,000 | 0.00 | 2,222 | 15.31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55,000 | 0.00 | 1,928 | 7.23 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14,206 | 17.03 | 574 | 34.82 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 20,857 | -10.17 | 843 | 3.57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24,654 | 0.94 | 996 | 16.08 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 450 | 18 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 523,087 | 5.48 | 21,133 | 21.57 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 31,969 | 1,292 | ||||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 40,180 | 13.59 | 1,623 | 30.99 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 519,600 | 0.78 | 20,992 | 16.15 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 45,188 | 0.65 | 1,826 | 16.02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20,746 | 37.98 | 838 | 59.01 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7,427 | 15.52 | 300 | 33.33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 44,870 | 47.80 | 1,826 | 71.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 55,313 | 275.44 | 2 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4,992 | 5.45 | 202 | 21.82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,432 | 18.05 | 421 | 36.25 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,689 | 1,111.30 | 472 | 1,422.58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 60,967 | -14.77 | 2,463 | -1.79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 48 | 2.13 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,432 | 219 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8,717 | 0.68 | 352 | 16.17 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11,844 | -5.87 | 478 | 8.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10,000 | 404 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 113,580 | 1.62 | 4,597 | 17.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,532 | 28.10 | 547 | 47.57 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 11,763 | 0.00 | 475 | 15.29 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,441 | -66.57 | 58 | -61.59 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 226,851 | -0.38 | 9,165 | 14.81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,161 | 209 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 5,589 | -4.61 | 226 | 9.76 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 190,367 | -0.70 | 7,691 | 14.45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,109 | -3.03 | 408 | 11.78 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,010 | -8.98 | 202 | 5.21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22,443 | -37.71 | 907 | -28.32 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,269 | 29.61 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,583 | 21.31 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72,132 | 5.36 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,729 | -3.04 | 312 | 11.83 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,306 | 3.23 | 1,144 | 18.94 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33,656 | 9.53 | 1,360 | 26.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 89,981 | 402.43 | 3,635 | 479.74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 196,276 | 1.86 | 7,930 | 14.43 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 154,307 | 97.17 | 6,234 | 127.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 356,976 | 527.54 | 14,422 | 623.58 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1,140,983 | 458.64 | 46,096 | 543.96 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 5,280 | 213 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,611 | -3.01 | 429 | 11.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,387 | -11.69 | 460 | 2.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,121 | 0.00 | 45 | 15.38 | ||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 57,776 | 22.11 | 2,089 | 29.69 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 650 | 48.40 | 26 | 73.33 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 60,830 | 5.29 | 2,458 | 21.33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 362,182 | 14,632 | ||||||
| 2025-04-30 | 13F | Bull Oak Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 729 | -98.73 | 29 | -98.56 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 422,619 | 25.95 | 17,074 | 45.17 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 5,644 | 228 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 187,682 | 14.25 | 7,582 | 31.70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658,174 | 91.48 | 26,590 | 120.70 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 93,518 | 3,778 | ||||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 8,055 | 0.00 | 325 | 15.25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 341 | -77.67 | 14 | -75.47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,000 | 0.00 | 40 | 14.29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,371 | 28.47 | 136 | 49.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227,106 | 25.38 | 9,175 | 44.51 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 37,747 | 1,333 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 2,386,771 | 1.20 | 96,426 | 16.64 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12,874 | -5.93 | 1 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 5,828 | 0.00 | 235 | 15.20 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 94,884 | 5.72 | 3,833 | 21.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 45,526 | 88.34 | 1,839 | 117.12 |
