Statistik Asas
| Pemilik Institusi | 259 total, 259 long only, 0 short only, 0 long/short - change of 6.12% MRQ |
| Purata Peruntukan Portfolio | 0.4211 % - change of -4.41% MRQ |
| Saham Institusi (Panjang) | 55,211,158 (ex 13D/G) - change of 3.25MM shares 6.26% MRQ |
| Nilai Institusi (Panjang) | $ 1,192,374 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (US:IBTH) telah 259 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 55,211,158 saham. Pemegang saham terbesar termasuk Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, GLOBALT Investments LLC / GA, Wells Fargo & Company/mn, TRUE Private Wealth Advisors, Envestnet Asset Management Inc, Colony Group, LLC, GWM Advisors LLC, and LPL Financial LLC .
iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF (NasdaqGM:IBTH) 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 22.49 / share. Previously, on September 6, 2024, the share price was 22.60 / share. This represents a decline of 0.51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 43,434 | 24.16 | 977 | 24.49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51,169 | 181.52 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,290 | 209 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 1,397 | -3.25 | 31 | -3.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 958,118 | -7.84 | 21,548 | -7.55 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,023,190 | 2.52 | 45,502 | 2.84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 495,885 | 69.67 | 11,152 | 70.21 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9,930 | 223 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5,137 | 0.00 | 115 | 0.88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121,750 | 12.61 | 2,738 | 13.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 173,082 | -6.95 | 3,893 | -6.67 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13,800 | 0.00 | 310 | 0.32 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 37,893 | 2.00 | 852 | 2.40 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 38,183 | -9.43 | 859 | -9.21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 306,158 | 4.12 | 6,885 | 4.44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 601 | 0.00 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 225,012 | 28.73 | 5,061 | 29.11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 603,607 | -0.37 | 14 | 0.00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1,124 | 0.00 | 25 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,034 | -9.07 | 271 | -7.85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5,459,782 | 10.73 | 122,408 | 11.84 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 27,636 | 27.58 | 622 | 28.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 177,282 | 8.39 | 3,987 | 8.73 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 185,876 | 5.99 | 4,180 | 6.33 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 12,232 | -3.78 | 275 | -3.51 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 96,333 | 3.02 | 2,160 | 3.25 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 18,236 | -4.83 | 410 | -4.66 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 114,338 | 17.93 | 2,571 | 18.32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 103,274 | 0.19 | 2,323 | 0.48 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 31,797 | 0.43 | 715 | 0.85 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6,892 | 0.00 | 155 | 0.65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150,338 | 51.58 | 3,381 | 52.09 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,282 | 0.00 | 74 | 0.00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19,000 | 21.79 | 427 | 22.35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,271 | 20.74 | 456 | 21.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,210,609 | -6.69 | 27,227 | -6.40 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13,806 | 311 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1,979,633 | 41.80 | 44,522 | 42.24 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 25,199 | -2.56 | 565 | -1.74 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 7,876 | 0.00 | 177 | 0.57 | ||||
| 2025-07-07 | 13F | Trust Co | 10,164 | -9.85 | 229 | -9.52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 94,912 | 12.63 | 2,135 | 12.97 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 31,390 | 0.00 | 706 | 0.28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 118 | 3 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 116,825 | -7.13 | 2,628 | -6.84 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 20,956 | 15.69 | 471 | 16.01 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392,313 | 11.71 | 8,796 | 11,322.08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,308 | 0.06 | 74 | 0.00 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10,469 | 235 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 150,645 | 161.38 | 3,388 | 162.23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,098,351 | 1.52 | 24,702 | 1.83 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 12,500 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89,591 | 2.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 144,309 | 353.16 | 657 | -7.85 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,845 | -92.50 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26,116 | 19.38 | 587 | 19.80 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 489,138 | 138.74 | 11 | 150.00 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 133,060 | 56.40 | 2,993 | 56.90 | ||||
| 2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188,755 | 19.90 | 4,245 | 20.29 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 107,500 | -1.15 | 2,418 | -0.86 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29,350 | 11.40 | 660 | 11.86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 33,695 | 15.30 | 758 | 15.57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17,915 | 5.03 | 402 | 4.97 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 57,500 | 0.46 | 1,293 | 0.78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 655 | 0.00 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27,596 | 7.40 | 621 | 7.64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 153,422 | 39.93 | 3,450 | 40.19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,778 | 106.26 | 40 | 105.26 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 782,545 | 0.73 | 17,599 | 1.04 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 59,077 | 10.87 | 1,329 | 11.22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 47,388 | 34.16 | 1,066 | 34.64 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 58,481 | 64.09 | 1,315 | 64.58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,456,004 | 23.90 | 32,746 | 24.29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,223,237 | 428.19 | 27,511 | 429.85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 623,275 | -0.36 | 14,017 | -0.05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,114,208 | 13.49 | 25,059 | 13.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 644,028 | 32.31 | 14,484 | 32.73 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 97,110 | -0.65 | 2,184 | -0.32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17,328 | -43.91 | 390 | -43.79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,057 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,007,320 | 10.70 | 22,655 | 11.04 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 42,069 | 0.00 | 936 | 0.00 | ||||
| 2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 59,461 | -9.63 | 1,337 | -9.36 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 364,074 | 7.14 | 8,188 | 7.48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 104,496 | 3.38 | 2,350 | 3.71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564,728 | 0.83 | 12,705 | 1.14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,555 | 99.94 | 80 | 102.56 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 37,683 | -4.53 | 845 | -4.84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 109,052 | -1.04 | 2,453 | -0.73 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 175,421 | 200.00 | 3,959 | 204.07 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 11,136 | 3.68 | 250 | 4.17 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 20,718 | 4.96 | 466 | 5.20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20,853 | -0.43 | 469 | -0.21 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 42,259 | 5.00 | 950 | 5.32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 237,998 | 5.93 | 5,353 | 6.25 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 221,879 | 14.24 | 5 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13,777 | -70.08 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 483,379 | -0.20 | 10,871 | 0.11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17,689 | 12.78 | 398 | 13.11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 346,068 | -9.41 | 7,783 | -9.12 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 405 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3,458,097 | -5.85 | 77,773 | -5.55 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 12,610 | 19.53 | 284 | 19.92 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53,683 | 5.27 | 1,207 | 5.60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,311 | 232 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 743,351 | 8.61 | 16,718 | 8.94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 252,122 | -8.91 | 5,670 | -8.62 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 560,719 | 3.34 | 12,560 | 3.16 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19,101 | 8.19 | 430 | 8.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177,646 | -4.03 | 3,995 | -3.73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,196,483 | 55.61 | 26,909 | 56.10 | ||||
| 2025-04-28 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 12,030 | 0.00 | 271 | 0.37 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22,789 | 513 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 178,831 | 50.54 | 4,022 | 51.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 44,303 | 0.00 | 996 | 0.30 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,249 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1,057 | 0.00 | 24 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88,270 | 5.64 | 1,985 | 5.98 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 16,275 | -54.99 | 366 | -54.81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38,040 | 0.86 | 856 | 1.18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23,218 | 0.90 | 522 | 1.16 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 93,285 | 3.49 | 2,098 | 3.81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | 0.00 | 18 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,437 | -79.69 | 77 | -79.68 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13,472 | 4.14 | 303 | 4.14 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50,104 | 4.16 | 1,123 | 5.25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 39,326 | 10.37 | 884 | 10.78 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289,147 | 22.90 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 456 | 10 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 96,821 | 4.16 | 2,178 | 4.46 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 29,022 | 0.00 | 653 | 0.31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105,012 | 5.10 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17,007 | 6.54 | 382 | 7.00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,150 | 0.00 | 26 | 0.00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 88,052 | 23.48 | 1,980 | 23.90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 12,294 | 0.00 | 276 | 0.36 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 279 | 0.00 | 6 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175,439 | 80.65 | 3,925 | 80.41 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 327,520 | -12.61 | 7,366 | -12.34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19,117 | 2,149.06 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 144,005 | -36.08 | 3,239 | -35.89 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 782,504 | 1.51 | 17,599 | 1.82 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 87,976 | 27.69 | 1,979 | 28.11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38,982 | 38.45 | 877 | 38.83 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 61 | 1.67 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 272,652 | 1.74 | 6,132 | 2.05 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9,439 | 212 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 20,631 | 0.16 | 464 | 0.65 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11,306 | 0.00 | 254 | 0.40 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 67,374 | -18.28 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,820 | 1,900.00 | 63 | 2,000.00 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52,487 | 0.11 | 1,180 | 0.43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 128,718 | 2,857 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 570 | 13 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,538 | 259 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 745 | -4.49 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 27,197 | 0.00 | 612 | 0.33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 699 | 0.00 | 16 | 0.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 92 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40,206 | 904 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 61,134 | 436.73 | 1,375 | 438.82 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 9,064 | 204 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,176 | 229 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1,300 | 0.00 | 29 | 0.00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 84,305 | 20.92 | 1,896 | 21.31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48,772 | 115.40 | 1,097 | 116.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9,466 | 0.00 | 213 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 11,484 | 0.00 | 258 | 0.39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,226 | -0.12 | 252 | 0.40 | ||||
| 2025-08-08 | 13F | Summitry Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15,702 | 8.61 | 353 | 8.95 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12,845 | 289 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161,425 | 4.73 | 3,630 | 5.07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 748,226 | 2.25 | 16,828 | 2.57 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12,942 | 0.00 | 291 | 0.34 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 301,984 | -2.34 | 6,792 | -2.03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11,483 | 0.00 | 258 | 0.39 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 879 | 58.95 | 20 | 58.33 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 2,883,167 | -2.14 | 64,842 | -1.84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,976 | 35.19 | 562 | 35.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,056 | 31.14 | 406 | 31.82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 65,529 | 11.04 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 14,866 | 0.00 | 334 | 0.30 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 268,398 | 47.25 | 6,036 | 47.72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,638 | 10.53 | 127 | 10.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 488 | -20.52 | 11 | -23.08 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 324,827 | 5.17 | 7,305 | 5.50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 93,867 | 10.76 | 2,111 | 11.11 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 485,458 | 0.27 | 10,918 | 0.57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,074 | -44.15 | 204 | -43.96 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 145,937 | 2.20 | 3,282 | 2.53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24,021 | 0.00 | 540 | 0.37 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 446,695 | 19.67 | 10,046 | 20.05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9,145 | 0.00 | 206 | 0.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17,514 | -1.64 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13,095 | 1.29 | 294 | 2.80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21,422 | 482 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 691 | 16 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 400 | 9 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10,531 | 237 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 34,096 | -3.87 | 767 | -3.65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 26,588 | 0.00 | 598 | 0.17 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 333,908 | 0.15 | 7,510 | 0.45 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 114,149 | 7.03 | 2,567 | 7.36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,844 | -1.68 | 401 | -1.23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31,628 | 3.57 | 711 | 3.95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 8,965 | -33.82 | 202 | -33.66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 33,613 | 0.00 | 756 | 0.27 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22,776 | 6.10 | 512 | 6.44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,366 | 0.00 | 76 | 0.00 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 23,820 | -59.53 | 534 | -59.56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,075 | 1.02 | 47 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 535,727 | -13.94 | 12,049 | -13.66 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12,369 | -2.21 | 278 | -1.77 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 14,353 | 8.78 | 323 | 9.15 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 26,439 | 0.00 | 595 | 0.34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 694,099 | 7.54 | 15,610 | 7.87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 595,846 | -0.19 | 13,329 | -0.41 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 460,867 | 0.96 | 10,365 | 1.27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 700 | 0.00 | 16 | 0.00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 81,500 | 1,833 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 171,673 | 141.32 | 3,861 | 142.16 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17,960 | 6.75 | 404 | 6.90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 140,820 | 21.91 | 3,167 | 22.33 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 132,541 | 50.01 | 2,981 | 50.51 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62,973 | 0.97 | 1,416 | 1.29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12,865 | 0.00 | 289 | 0.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,467,375 | 29.01 | 77,981 | 29.41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 144,978 | 6.93 | 3,261 | 7.27 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 133,060 | 2,993 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,220 | 207 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 31,929 | 6.94 | 718 | 7.32 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,970 | 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44,256 | 1.35 | 995 | 1.74 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 467,115 | -0.71 | 10,505 | -0.40 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11,563 | 260 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 604,366 | 2.51 | 13,592 | 2.84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9,335 | 210 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 334 | 0.00 | 8 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9,014 | 0.00 | 203 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,264 | 343 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 117,662 | 17.41 | 2,646 | 17.81 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 468,057 | 44.51 | 10,527 | 44.97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 153,300 | 25.19 | 3,448 | 25.57 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 234,722 | -14.82 | 5,279 | -14.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,383 | -5.05 | 751 | -4.82 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 9,552 | -29.83 | 215 | -29.84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 23,461 | -1.68 | 528 | -1.50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 32,645 | 0.00 | 734 | 0.41 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 361,985 | 15.22 | 8,141 | 14.82 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 40,318 | 0.00 | 907 | 0.33 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42,547 | 8.34 | 957 | 8.64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54,445 | 16.45 | 1,224 | 16.79 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 31,726 | 0.00 | 714 | 0.28 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15,514 | 349 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 631 | 14 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12,538 | 15.71 | 282 | 16.12 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 336,748 | 4.72 | 7,573 | 5.05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45,344 | 0.20 | 1,020 | 0.49 |
