Statistik Asas
| Pemilik Institusi | 173 total, 173 long only, 0 short only, 0 long/short - change of 21.83% MRQ |
| Purata Peruntukan Portfolio | 0.9328 % - change of -17.12% MRQ |
| Saham Institusi (Panjang) | 36,067,627 (ex 13D/G) - change of 8.34MM shares 30.09% MRQ |
| Nilai Institusi (Panjang) | $ 1,742,957 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (US:JBND) telah 173 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 36,067,627 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Cetera Investment Advisers, Diversified Portfolios, Inc., Envestnet Asset Management Inc, Baldwin Brothers Inc/ma, Berger Financial Group, Inc, IAG Wealth Partners, LLC, Royal Bank Of Canada, Cwm, Llc, and Mml Investors Services, Llc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF (NYSE:JBND) 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 54.12 / share. Previously, on September 6, 2024, the share price was 54.53 / share. This represents a decline of 0.75% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Gwn Securities Inc. | 21,342 | -8.40 | 1,145 | -8.11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,036 | -32.17 | 752 | -32.07 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 15,486 | -3.74 | 830 | -3.60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 60,046 | 3,218 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 106,630 | 3.27 | 5,714 | 3.42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 379,409 | 69.37 | 20,333 | 69.59 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 254,980 | -16.81 | 13,664 | -16.70 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505,074 | 668.64 | 27,067 | 669.80 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118,797 | 4.94 | 6,367 | 5.08 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39,793 | 235.49 | 2,133 | 236.28 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 424,089 | 11,146.06 | 22,723 | 11,204.48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63,621 | 325.44 | 3,409 | 326.13 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1,625,209 | 9.04 | 87,095 | 9.18 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236,927 | 24.30 | 12,697 | 24.46 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 36,400 | 1,951 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,895 | 209 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,051 | 145.26 | 1,182 | 145.53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,468 | 293 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35,213 | 1,887 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 14,098 | -84.97 | 756 | -84.96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43,291 | -87.01 | 2,320 | -87.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,851 | 420 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 60,634 | -0.19 | 3,249 | -0.06 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9,596 | 514 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 22,700 | -2.66 | 1,217 | -2.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4,060 | 0.00 | 218 | 0.00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,380 | 10.03 | 931 | 10.18 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 62,911 | 3,321 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 364,117 | 1.70 | 19,513 | 1.84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,279 | 229 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,151 | 222 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29,542 | 1,583 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,925 | 414.71 | 103 | 415.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49,914 | 22.90 | 2,675 | 23.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 183,168 | 20.79 | 9,816 | 20.95 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,400 | 15.28 | 611 | 18.22 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 288,528 | 7.32 | 15,462 | 7.46 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 51,762 | 911.77 | 2,774 | 915.75 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11,763 | 628 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21,810 | 9.27 | 1,169 | 9.36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 | 3.12 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 612,640 | -2.47 | 32,831 | -2.34 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,024 | 55 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13,323 | 1.77 | 714 | 1.86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141,567 | 174.94 | 7,587 | 175.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,388 | 74 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 346,945 | 18,593 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 570,031 | 9.06 | 30,548 | 9.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180.25 | 12 | 200.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177,922 | 24.35 | 9,535 | 24.51 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4,234 | 0.07 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 92,505 | -5.95 | 4,957 | -5.81 | ||||
| 2025-07-17 | 13F | KWB Wealth | 106,932 | 95.28 | 5,723 | 100.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21,693 | 135.61 | 1,163 | 136.18 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 107,522 | -1.52 | 5,762 | -1.39 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 17,185 | 19.33 | 921 | 19.48 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26,303 | 1,410 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4,135 | 222 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 934,225 | 20.39 | 50 | 21.95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 84,463 | -0.99 | 4,526 | -0.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10,617 | 569 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201,405 | 164.85 | 10,755 | 164.29 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41,462 | 7.27 | 2,222 | 7.40 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15,034 | 802 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72,915 | -2.62 | 3,908 | -2.50 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 920,066 | 0.79 | 49,306 | 0.92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12,304 | 657 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 56 | -30.00 | 3 | -25.00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,889 | 0.00 | 101 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29,935 | 16.42 | 1,604 | 16.57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112,727 | 1.70 | 6,041 | 1.84 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83,010 | 38.69 | 4,449 | 38.87 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41,939 | 2,248 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 195,775 | -11.53 | 10,492 | -11.42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,404 | 235 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 44,591 | -87.85 | 2,390 | -87.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,078 | 35.19 | 326 | 35.42 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 104,228 | 5,586 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 40,577 | 20.76 | 2,175 | 20.91 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 236,931 | 23.50 | 12,709 | 23.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932,398 | 16.84 | 50 | 16.67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5,856 | 51.87 | 314 | 51.94 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75,302 | 3,990 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7,851 | 421 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,900 | 22.50 | 263 | 22.43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11,221 | 601 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 532,384 | 4.85 | 29 | 3.70 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 932 | -14.57 | 50 | -15.52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83,883 | 47.14 | 4,495 | 47.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,181 | 5.49 | 2,207 | 5.60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,156 | 220 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 41,810 | 2,241 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11,851 | 1.80 | 635 | 1.93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 503 | -67.15 | 27 | -67.90 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 991,378 | -8.23 | 53,128 | -8.11 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 128,188 | -3.69 | 6,870 | -3.57 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12,078 | 91.99 | 647 | 92.56 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 94,436 | 7.39 | 5,061 | 7.52 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,569 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116,289 | 9.67 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 227,167 | 0.06 | 12,174 | 0.18 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 7,087 | -5.28 | 380 | -5.25 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 978,086 | 834.19 | 52 | 940.00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 657,211 | -1.47 | 35,220 | -1.34 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15,134 | 811 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1,343,741 | -0.62 | 72,011 | -0.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26,168 | 47.11 | 1,402 | 47.27 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 12.50 | 0 | |||||
| 2025-07-29 | 13F | Citizens Business Bank | 199,665 | 10,700 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 203,111 | -16.00 | 10,885 | -15.90 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 90,445 | 816.36 | 4,847 | 817.80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 166,166 | 0.92 | 8,905 | 1.04 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3,506 | -24.75 | 188 | -24.90 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 34,505 | 6.77 | 1,849 | 6.94 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 170,970 | 10.06 | 9,162 | 10.21 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53,937 | 16.34 | 2,890 | 16.34 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 6,087 | -98.24 | 326 | -98.24 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 154,474 | -43.21 | 8,213 | -43.58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,890 | 21.48 | 155 | 21.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19,718 | 42.52 | 1,057 | 42.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 283,186 | 9.32 | 15,176 | 9.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 102,707 | 2.02 | 5,504 | 2.15 | ||||
| 2025-05-16 | 13F | American Trust | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 443,166 | 23,749 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 183,158 | -6.48 | 9,815 | -4.08 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1,266,953 | 1.28 | 67,896 | 1.41 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 53,096 | -2.84 | 2,845 | -2.70 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368,452 | 19,745 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 41,915 | 3.41 | 2,246 | 3.55 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49,975 | 2,659 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,120 | 107.44 | 114 | 109.26 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,183 | 331 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 205,026 | 10,987 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 89,954 | 15.39 | 4,821 | 15.53 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21,410 | 1,147 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 988,313 | 89.71 | 52,964 | 89.96 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9,836 | 10.64 | 526 | 12.15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,216 | 56.48 | 1,834 | 56.67 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42.32 | 43 | 44.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,155,369 | 58.18 | 383,456 | 58.39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40,075 | 13.75 | 2,148 | 13.90 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11,315 | 0.00 | 606 | 0.17 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 74,137 | 3,973 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 63,469 | 3,401 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41,462 | 2,222 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252,157 | 36.29 | 13,513 | 36.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,700,150 | 63.71 | 91,111 | 63.92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 264,181 | 15.45 | 14,157 | 15.60 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566,067 | 30,336 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 4,911 | 0.00 | 263 | 0.38 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95,268 | 1,058,433.33 | 5,105 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,475,828 | 3.38 | 78,717 | 3.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 326,852 | 117.01 | 17,464 | 117.17 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8,194 | 439 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5,925 | -14.44 | 318 | -14.32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 377,875 | -17.60 | 20,250 | -17.49 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11,240 | 23.73 | 602 | 23.87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,695 | 1,368.49 | 2,610 | 1,374.01 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32,554 | 11.71 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 0.00 | 27 | 0.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 340 | -3.41 | 18 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316,167 | 1.15 | 16,943 | 1.29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,068 | 34.78 | 540 | 35.09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 135,131 | 5.31 | 7,242 | 5.45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412,063 | 50.03 | 21,909 | 49.05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,702 | 145.91 | 574 | 146.98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176,130 | 15.29 | 9,439 | 15.90 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25,584 | -88.42 | 1,371 | -88.40 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 225 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128,997 | -3.83 | 6,913 | -3.71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,171 | 47.73 | 491 | 47.89 |
