Statistik Asas
| Pemilik Institusi | 159 total, 159 long only, 0 short only, 0 long/short - change of 1.91% MRQ |
| Purata Peruntukan Portfolio | 0.2750 % - change of 2.94% MRQ |
| Saham Institusi (Panjang) | 15,924,910 (ex 13D/G) - change of 3.38MM shares 26.98% MRQ |
| Nilai Institusi (Panjang) | $ 492,553 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June (US:PJUN) telah 159 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 15,924,910 saham. Pemegang saham terbesar termasuk Alliancebernstein L.p., Commonwealth Equity Services, Llc, Penserra Capital Management LLC, Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs, Berkshire Money Management, Inc., Advisor Group Holdings, Inc., HighTower Advisors, LLC, Kovitz Investment Group Partners, LLC, Wealth Enhancement Advisory Services, Llc, and Raymond James Financial Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June (BATS:PJUN) 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 40.69 / share. Previously, on September 9, 2024, the share price was 35.91 / share. This represents an increase of 13.31% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 54,746 | 46.96 | 2,177 | 57.91 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,629 | 0.00 | 65 | 6.67 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19,609 | 9.41 | 780 | 17.50 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 12,882 | 0.01 | 512 | 7.56 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,665 | -28.88 | 384 | -23.51 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,720 | 426 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 201,951 | -1.20 | 8,030 | 6.15 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16,399 | 24.08 | 652 | 33.33 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 196,618 | 10.32 | 7,818 | 18.51 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 51,065 | 1.90 | 2,030 | 9.49 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 879 | 0.00 | 35 | 6.25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171,760 | 36.41 | 6,829 | 46.55 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 16,335 | 11.62 | 649 | 19.96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,067 | 8.29 | 480 | 17.11 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 41,353 | 1,644 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11,603 | 1.75 | 461 | 9.24 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,276 | 607 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 20,875 | 830 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 89,850 | -3.30 | 3,572 | 3.90 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,242 | -0.14 | 248 | 7.36 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 18,268 | -4.41 | 726 | 2.69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,962 | -46.66 | 317 | -42.75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 203,841 | -45.68 | 8,105 | -41.64 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 49,591 | 139.32 | 1,972 | 157.31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 202,489 | 105.68 | 8,051 | 120.97 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7,620 | 0.00 | 303 | 7.09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 82,206 | 74.56 | 3,269 | 87.60 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 69,914 | 1.85 | 2,780 | 9.41 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 133 | 0.00 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 623,576 | 2,852.12 | 24,793 | 3,074.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,950 | 22.41 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 127,427 | 17.90 | 5,066 | 26.68 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,297 | 966 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 55,251 | 127.74 | 2,197 | 144.82 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 15,838 | 77.78 | 630 | 91.19 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,850 | 0.00 | 431 | 7.48 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,677 | 226 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37,875 | 1.55 | 1,506 | 9.06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568 | 23 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,114 | 89.07 | 839 | 103.15 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,990 | 0.00 | 79 | 8.22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 32,845 | -7.62 | 1,319 | 0.15 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,055 | 9.03 | 121 | 17.48 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26,406 | -7.03 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 120,549 | 179.70 | 5 | 300.00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 6,950 | -12.58 | 276 | -6.12 | ||||
| 2025-08-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 9,684 | -15.59 | 385 | -9.20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 149,897 | -2.18 | 5,960 | 5.08 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6,950 | -21.02 | 276 | -15.08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33,247 | 1,322 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 138,697 | 0.40 | 5,515 | 7.86 | ||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 14,932 | -0.08 | 594 | 7.23 | ||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24,896 | 2.73 | 990 | 10.38 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5,674 | 226 | ||||||
| 2025-05-09 | 13F | Mitchell Capital Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 45,035 | 0.69 | 1,804 | 9.00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12,817 | 0.00 | 510 | 7.38 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 30,176 | -72.38 | 1,200 | -70.34 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,493,506 | 15.39 | 59 | 25.53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 416,018 | 34.28 | 16,541 | 44.25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16,587 | 0.00 | 659 | 7.50 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,974 | 0.00 | 357 | 7.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,670,634 | 274.26 | 66 | 312.50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 138,703 | 58.90 | 5,515 | 70.71 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17,908 | 8.70 | 712 | 16.91 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 107,594 | 3.55 | 4,278 | 11.24 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,304,988 | 12.03 | 47,932 | 8.17 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 155,187 | -45.96 | 6,170 | -41.94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,760 | -1.54 | 507 | 5.85 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25,648 | 1,020 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 43,662 | -3.54 | 1,736 | 3.64 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 59,227 | 25.73 | 2,355 | 35.05 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 21,471 | 27.45 | 854 | 36.92 | ||||
| 2025-05-14 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,450 | 58 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 3,100 | -8.82 | 123 | -3.15 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 272 | 0.00 | 11 | 0.00 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 20,174 | -3.23 | 802 | 4.02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,000 | 138.34 | 924 | 158.82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 431,695 | -1.70 | 17,164 | 5.61 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 331,546 | 76.98 | 13,182 | 90.13 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2,943,205 | 10.53 | 117,022 | 18.74 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 16,230 | 0.00 | 645 | 7.50 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 31,131 | 11.54 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178,359 | 4.92 | 7,092 | 12.72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8,288 | 9.07 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 19,090 | 0.00 | 713 | -0.42 | ||||
| 2025-05-13 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13,585 | 0.00 | 540 | 7.57 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75,696 | 3.43 | 3,010 | 11.12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35,792 | -4.06 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3,326 | 0.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,770 | 4.25 | 866 | 12.05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11,941 | -28.71 | 475 | -23.42 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 920 | 0.99 | 37 | 9.09 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 5,354 | -16.30 | 213 | -10.17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,949 | 0.00 | 157 | 7.53 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41,825 | -9.32 | 1,663 | -2.64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,123 | 32.38 | 1,715 | 42.24 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 13,720 | -6.79 | 546 | 0.18 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5,284 | -17.41 | 210 | -11.02 | ||||
| 2025-07-17 | 13F | City Holding Co | 430 | 0.00 | 17 | 13.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,098 | -76.20 | 1,038 | -74.44 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,848 | -11.32 | 73 | -5.19 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 38,994 | -3.70 | 1,550 | 3.47 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 138 | 0.00 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 114,802 | 4.53 | 4,565 | 12.30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 212,948 | 6.70 | 8,467 | 14.62 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 16,451 | 3.27 | 654 | 11.04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,900 | 314 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 6,714 | 2,847 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,444 | 0.00 | 216 | 7.46 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 21,447 | 0.00 | 853 | 7.44 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27,724 | -17.87 | 1,102 | -11.77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368,519 | 389.97 | 14,697 | 428.06 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 30,655 | 73.08 | 1,219 | 85.95 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,331 | -0.33 | 291 | 6.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91,125 | 19.80 | 4 | 50.00 | ||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 842 | 155.15 | 33 | 175.00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 56,829 | -16.54 | 2,260 | -10.32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251,711 | 93.36 | 10,008 | 107.76 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,960 | 4.11 | 277 | 11.74 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7,925 | 315 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,065 | 23.09 | 201 | 30.52 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 63,535 | 16.62 | 2,526 | 25.30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,227 | 2.47 | 248 | 9.78 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7,500 | -63.99 | 298 | -61.84 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,457 | 29.36 | 495 | 39.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36,668 | 149.09 | 1,458 | 167.83 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 94,166 | -0.00 | 3,744 | 7.43 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 19,407 | 42.94 | 772 | 53.59 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 27,250 | 0.00 | 1,083 | 7.44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,053 | -36.50 | 917 | -31.79 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 350 | 0.00 | 14 | 8.33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22,588 | 31.69 | 898 | 41.64 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13,967 | 1 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 28,913 | -5.56 | 1,150 | 1.41 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 9,979 | 0.00 | 397 | 7.32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,820 | 2.53 | 192 | 10.40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 9,920 | 394 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,920 | -43.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 99,564 | 622.00 | 3,959 | 676.08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,413 | 29.19 | 494 | 38.87 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 32,215 | -1.89 | 1,281 | 5.35 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 15,420 | 30.07 | 613 | 39.95 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,789 | 429 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28,608 | 4.95 | 1,137 | 12.80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,646 | 0.00 | 384 | 7.58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 574 | 28.70 | 23 | 37.50 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 24,770 | -5.35 | 985 | 1.65 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 17,652 | 55.50 | 702 | 66.90 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,230 | -74.77 | 128 | -72.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 494,108 | 25.35 | 19,646 | 34.67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 97,837 | -38.00 | 3,890 | -33.41 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 327 | 13 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 6,005 | 0.00 | 239 | 7.21 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9,600 | 23.87 | 382 | 33.22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24,229 | 5.62 | 963 | 13.43 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 310,594 | -0.96 | 12,349 | 6.40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11,875 | -1.66 | 472 | 5.83 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10,525 | 11.08 | 418 | 19.43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39,846 | 43.14 | 1,584 | 53.79 |
