Statistik Asas
| Pemilik Institusi | 210 total, 210 long only, 0 short only, 0 long/short - change of 0.48% MRQ |
| Purata Peruntukan Portfolio | 0.2363 % - change of -3.06% MRQ |
| Saham Institusi (Panjang) | 19,117,201 (ex 13D/G) - change of 1.20MM shares 6.68% MRQ |
| Nilai Institusi (Panjang) | $ 602,667 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (US:PFEB) telah 210 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 19,117,201 saham. Pemegang saham terbesar termasuk Alliancebernstein L.p., Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Brookstone Capital Management, Old Mission Capital Llc, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, and Kovitz Investment Group Partners, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB) 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 39.12 / share. Previously, on September 6, 2024, the share price was 35.26 / share. This represents an increase of 10.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Helium Advisors LLC | 15,335 | 0.00 | 583 | 6.01 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,239 | -5.19 | 389 | 0.78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 114,685 | -74.88 | 4,359 | -73.34 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 9,150 | 0.00 | 348 | 6.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,529 | 248 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23,500 | 0.00 | 893 | 6.18 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 45,088 | -12.37 | 1,714 | -7.05 | ||||
| 2025-05-07 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,542,531 | 16.39 | 59 | 23.40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6,730 | 0.00 | 256 | 5.81 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,527 | 0.00 | 400 | 6.10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9,496 | -4.86 | 361 | 0.84 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24,777 | -2.08 | 942 | 3.86 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,665 | -0.63 | 329 | 5.45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 599 | 0.00 | 23 | 4.76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,214 | -2.91 | 426 | 3.15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 28,112 | -41.93 | 1,069 | -38.41 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 87,762 | 1.43 | 3,336 | 7.62 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8,712 | 0.00 | 331 | 6.09 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 56,036 | -0.38 | 2,130 | 5.71 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 325,964 | 11,676 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,300 | 49 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 15,250 | -7.12 | 1 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 6,092 | 0.00 | 232 | 5.96 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,871 | 5.24 | 1,250 | 11.81 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 144,089 | 63.94 | 5,477 | 73.95 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,000 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 120 | 0.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14,221 | -5.93 | 541 | -0.18 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 115 | 0.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,617 | -1.72 | 252 | 4.15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90,970 | -3.27 | 3,458 | 2.64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 450 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,290 | -3.39 | 1,265 | 2.51 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6,894 | -66.68 | 262 | -64.64 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 86,670 | 24.96 | 3,294 | 32.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,529 | 0.00 | 476 | 6.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34,531 | 0.54 | 1,313 | 6.67 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,311 | 0.00 | 316 | 6.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,077 | 0.00 | 117 | 5.45 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 38,476 | 0.00 | 1,462 | 6.10 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 104,928 | 63.34 | 3,988 | 73.32 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,999 | 0.00 | 304 | 5.92 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 42,475 | 0.00 | 1,614 | 6.11 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,261 | 314 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 81,632 | 0.42 | 3,103 | 6.56 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 1,600 | 0.00 | 61 | 5.26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 13,658 | 0.00 | 519 | 6.13 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7,637 | 0.00 | 290 | 6.23 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 24,483 | 12.33 | 931 | 19.23 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 25 | 1 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10,200 | -10.53 | 388 | -5.15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,157,385 | 1.83 | 44 | 7.50 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 11,253 | 2.56 | 428 | 8.65 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,347,819 | 13.00 | 48,104 | 8.65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 92,903 | -1.58 | 3,531 | 4.44 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17,329 | -0.77 | 659 | 5.28 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 22,097 | -4.33 | 840 | 1.45 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4,006 | 152 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 700 | 27 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,268 | -78.72 | 276 | -77.43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 378,339 | -4.31 | 14,381 | 1.54 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5,816 | 0.00 | 221 | 6.25 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50,874 | -7.04 | 1,934 | -1.38 | ||||
| 2025-07-17 | 13F | City Holding Co | 700 | 0.00 | 27 | 4.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,384 | 205 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 48,466 | -1.27 | 1,842 | 4.78 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75,017 | -11.44 | 2,851 | -6.03 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6,319 | 0.00 | 240 | 6.19 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 394,589 | -6.95 | 15,081 | -0.71 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5,774 | -34.96 | 207 | -36.81 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10,880 | -18.82 | 414 | -13.96 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,736 | 0.00 | 674 | 6.14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25,400 | -1.93 | 965 | 4.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72,669 | 4.98 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 16,137 | -17.63 | 613 | -12.55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,958 | 264 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 5,500 | 209 | ||||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37,271 | -1.32 | 1,417 | 4.73 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 9,249 | 49.20 | 352 | 58.11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 37 | -52.56 | 1 | -50.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 31,993 | 0.00 | 1,216 | 6.20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31,991 | -10.60 | 1,216 | -5.15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 13,702 | -8.39 | 521 | -2.80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17,075 | -5.10 | 653 | 8.31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 158,530 | 26.12 | 6,026 | 33.83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6,595 | 0.00 | 251 | 5.93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 36,419 | 44.47 | 1,384 | 53.44 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 54,470 | 0.00 | 2,070 | 6.10 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 31,406 | 0.00 | 1,194 | 6.14 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 13,922 | -4.86 | 534 | 1.72 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 512,215 | 3,816.62 | 19,469 | 4,060.04 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 14,450 | 0.00 | 549 | 6.19 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,200 | 46 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13,548 | 0.00 | 515 | 5.98 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,535 | 5.71 | 324 | 12.11 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 16,258 | 11.39 | 618 | 18.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49,224 | 0.00 | 1,871 | 6.13 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18,930 | 10.51 | 720 | 17.29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,056 | 1.25 | 154 | 7.69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106,785 | -11.38 | 4 | 0.00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 37,785 | 0.00 | 1,436 | 6.13 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7,383 | -86.00 | 281 | -85.17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3,435 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 989,111 | -2.11 | 37,596 | 3.88 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39,340 | -0.00 | 1,495 | 6.10 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 35,937 | 2.57 | 1,366 | 8.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 218,876 | 1.86 | 8,319 | 8.08 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 49,945 | 0.00 | 1,898 | 6.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 222,140 | 4.23 | 8,444 | 10.60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 331,289 | -0.88 | 12,592 | 5.18 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,736 | 12.74 | 332 | 19.86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 33,135 | -4.85 | 1,259 | 0.96 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,921 | -3.58 | 268 | 4.71 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3,657 | 0.00 | 139 | 6.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,711 | 0.00 | 141 | 7.63 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,881 | 718 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 72,853 | 166.27 | 2,769 | 182.55 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 38,991 | -15.60 | 1,482 | -10.40 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,097 | 12.77 | 308 | 19.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 53,235 | 42.16 | 2,023 | 50.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,498 | -16.69 | 57 | -12.50 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 28,822 | -0.29 | 1,096 | 5.80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,047 | 60.94 | 296 | 65.36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 78,344 | -4.77 | 2,978 | 1.05 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 53,542 | 106.94 | 2,035 | 119.76 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10,153 | 386 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 541 | 0.00 | 21 | 5.26 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9,106 | 29.51 | 346 | 42.56 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 18,910 | 719 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11,352 | -0.86 | 407 | -0.98 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 47,019 | -7.57 | 1,787 | -1.92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 26,327 | 943 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,477 | -94.69 | 208 | -94.37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,987 | 9.72 | 760 | 16.41 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,000 | 0.00 | 76 | 7.04 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8,564 | 0.00 | 326 | 6.21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,272 | 2,427.81 | 162 | 2,600.00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 69,594 | -1.16 | 2,645 | 4.88 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 10,194 | -35.13 | 387 | -31.14 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 340,090 | 3.31 | 12,927 | 9.63 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 12,055 | 0.00 | 458 | 6.26 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 99,861 | -5.37 | 3,842 | 1.53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 52,435 | -3.22 | 1,993 | 2.73 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 34,596 | 0.00 | 1,315 | 6.05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,622 | -69.59 | 252 | -67.82 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 676 | 0.00 | 26 | 4.17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,800 | -1.21 | 372 | 4.79 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 30,835 | 64.46 | 1,172 | 74.66 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 316 | 0.00 | 12 | 9.09 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 73,300 | 0.89 | 2,786 | 7.07 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7,000 | 0.00 | 266 | 6.40 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,674,042 | -1.12 | 139,650 | 4.93 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,190 | 0.00 | 273 | 6.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,340 | 38.35 | 165 | 46.43 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36,766 | 0.00 | 1,397 | 6.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 54,956 | 2.70 | 2,089 | 8.98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70,727 | -4.90 | 2,688 | 0.90 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,250 | 48 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66,805 | 1.17 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 28,712 | 40.88 | 1,091 | 45.66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,438 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 60,971 | 0.00 | 2,351 | 7.70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39,018 | -0.13 | 1,483 | 6.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7,141 | 271 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,785 | -49.34 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,219 | -3.12 | 471 | 4.20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 26,640 | 23.11 | 1,013 | 30.58 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 148,327 | -3.57 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | |||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 45,219 | -4.84 | 1,759 | 3.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 176,465 | 13.06 | 6,707 | 19.98 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14,171 | -3.44 | 539 | 2.48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,992 | -1.67 | 722 | 4.34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 176,060 | 7.10 | 6,692 | 13.65 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 16,644 | 0.00 | 633 | 6.04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,074 | -12.54 | 41 | -6.98 | ||||
| 2025-03-05 | 13F | Copley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 8,004 | 0.00 | 304 | 6.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 252,398 | 0.81 | 9,594 | 6.98 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5,338 | 203 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12,924 | 0.00 | 491 | 6.28 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 38,973 | -29.41 | 1,481 | -25.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,842 | 25.46 | 412 | 33.33 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,574 | 60 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 79,532 | -3.39 | 3,023 | 2.54 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 19,693 | 0.00 | 749 | 6.10 | ||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23,006 | 0.00 | 824 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 470 | -92.81 | 18 | -92.74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 124,769 | 352.78 | 4,742 | 378.51 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1,621 | 62 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 41,849 | -1.20 | 1,591 | 4.81 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7,481 | -1.12 | 284 | 4.80 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 55,663 | 0.00 | 2,116 | 6.12 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 11,365 | 432 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 162 | 6 | ||||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24,037 | -1.42 | 914 | 4.58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 37,400 | -27.24 | 1,422 | -22.81 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 14,375 | 0.00 | 546 | 6.23 | ||||
| 2025-08-13 | 13F | RK Capital Management, LLC/FL | 324,093 | 0.00 | 12,319 | 6.11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,513 | 1.07 | 476 | 7.22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,136 | 77.35 | 195 | 83.96 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 103,870 | 0.10 | 3,948 | 6.21 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,994 | 0 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,917 | 0.00 | 339 | 5.96 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,585 | 0.00 | 554 | 6.13 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 229,649 | 0.52 | 8,729 | 6.66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,155,859 | 59.92 | 43,934 | 69.70 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 345 | 13 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11,130 | -6.86 | 0 | |||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 124,345 | 203.28 | 4,726 | 221.93 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 28,800 | 0.00 | 1,095 | 6.11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 176,143 | -8.19 | 6,695 | -2.58 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 |
