Statistik Asas
| Pemilik Institusi | 190 total, 190 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Purata Peruntukan Portfolio | 0.2355 % - change of -2.07% MRQ |
| Saham Institusi (Panjang) | 13,221,596 (ex 13D/G) - change of 1.13MM shares 9.39% MRQ |
| Nilai Institusi (Panjang) | $ 467,695 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (US:PMAR) telah 190 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 13,221,596 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, Brookstone Capital Management, Southland Equity Partners LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Colony Group, LLC, Kovitz Investment Group Partners, LLC, and Raymond James Financial Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March (BATS:PMAR) 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 43.40 / share. Previously, on September 6, 2024, the share price was 38.02 / share. This represents an increase of 14.15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 6,443 | 0.00 | 273 | 6.23 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 28,035 | -2.25 | 1,120 | -2.86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,385,567 | 14.03 | 59 | 20.83 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11,465 | 484 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 54,498 | 0.00 | 2,301 | 5.74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14,135 | 47.36 | 597 | 55.61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7,962 | 0.00 | 336 | 5.99 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 44,465 | -0.15 | 1,878 | 5.57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17,673 | 86.21 | 746 | 97.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 63,632 | 13.31 | 2,687 | 19.85 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 10,000 | 0.00 | 422 | 5.76 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 40,147 | -2.54 | 1,695 | 3.10 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 129,298 | 3.44 | 5,460 | 9.38 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 21 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35,971 | 10.40 | 1,520 | 16.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,632 | 0.00 | 702 | 5.72 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,933 | 0.52 | 2,024 | 6.30 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 5,367 | 0.00 | 227 | 6.07 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 11,600 | 0.00 | 490 | 5.62 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,338 | 4.77 | 225 | 10.84 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 28,048 | 7.14 | 1,184 | 13.30 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 6,750 | 0.00 | 285 | 5.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,644 | -34.23 | 196 | -30.25 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,745 | 0.00 | 454 | 5.59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 25,205 | 0.00 | 1,064 | 5.77 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37,681 | 0.00 | 1,591 | 5.78 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,429 | 0.00 | 1,961 | 5.72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,065 | 0.00 | 467 | 5.66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 46,000 | 0.00 | 1,943 | 5.72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30,907 | -6.88 | 1,305 | -1.51 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 35,080 | 0.00 | 1,481 | 5.79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5,204 | 0.00 | 220 | 5.80 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 6,967 | 0.00 | 294 | 5.76 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 556 | 23 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,926 | -64.64 | 461 | -62.61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 38,432 | 648.87 | 1,684 | 725.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9,574 | -0.30 | 404 | 5.48 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17,782 | 0.00 | 751 | 5.63 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,210,653 | 10.70 | 48,063 | 7.88 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,300 | -15.87 | 224 | -11.16 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 64,095 | -3.75 | 2,707 | 1.77 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 126,825 | -2.96 | 5,356 | 2.61 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5,361 | -26.01 | 226 | -21.80 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10,783 | 0.00 | 455 | 5.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 51,966 | -4.61 | 2,195 | 0.87 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 45,654 | 1,928 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 19,118 | 807 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 17,086 | -2.37 | 722 | 3.30 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 15,665 | 0.00 | 662 | 5.76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70,554 | 294.00 | 2,979 | 316.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380,834 | 2.94 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 288,179 | 2.01 | 12,170 | 7.87 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5,250 | -7.49 | 222 | -2.21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12,200 | 0.00 | 523 | 8.30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1,572 | 0.00 | 66 | 6.45 | ||||
| 2025-07-17 | 13F | City Holding Co | 59,382 | -0.53 | 2,507 | 5.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,388 | -8.56 | 2,520 | -2.82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12,928 | 12.65 | 524 | 13.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 51 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 60,250 | -10.86 | 2,544 | -5.74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,133 | 0.00 | 259 | 5.74 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9,074 | 0.00 | 383 | 6.09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 18,485 | -37.48 | 781 | -33.90 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,685 | -13.51 | 325 | -8.47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 7,520 | 0.00 | 318 | 5.67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7,560 | -1.31 | 319 | 4.59 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 37,910 | -0.79 | 1,601 | 4.92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,647 | -0.29 | 323 | 5.23 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 18,515 | -10.24 | 782 | -5.10 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,170 | 0.00 | 261 | 5.69 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 19,643 | -4.38 | 830 | 1.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 110,148 | 2.26 | 4,652 | 8.14 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12,313 | 520 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 290 | 308.45 | 12 | 500.00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 22,317 | 0.19 | 942 | 5.96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 55,393 | 0.22 | 2,339 | 5.98 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 30,056 | 0.00 | 1,269 | 5.75 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 8,055 | -19.99 | 342 | -8.82 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,700 | 31.37 | 283 | 38.92 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 30,285 | 0.00 | 1,279 | 5.71 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6,223 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38,180 | 6.69 | 1,612 | 12.81 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19,550 | 248.80 | 826 | 269.96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 89,536 | 0.56 | 3,781 | 6.36 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 28,157 | -22.06 | 1,189 | -17.55 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33,301 | 7.07 | 1,406 | 13.20 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 1,329 | 210.51 | 56 | 229.41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 63,762 | 2,693 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,971 | -0.04 | 590 | 5.56 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15,881 | 68.20 | 671 | 77.72 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24,201 | 0.00 | 1,039 | 7.45 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 34,651 | 3.59 | 1,463 | 9.59 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 655 | 1,210.00 | 28 | 2,600.00 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 21,131 | 0.00 | 892 | 5.81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 17,720 | 4.27 | 748 | 10.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 107,754 | 0.53 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 45,053 | -0.33 | 1,903 | 5.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 82,011 | 0.00 | 3,463 | 5.74 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 13,893 | 0.00 | 587 | 5.58 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 800 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8,484 | -11.65 | 358 | -6.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 171,387 | 7.20 | 7,238 | 13.36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 83,745 | -0.18 | 3,537 | 5.55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207,744 | 11.48 | 8,773 | 17.90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 846,204 | 360.08 | 35,735 | 386.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,833 | 7.31 | 542 | 13.42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 19,905 | 0.00 | 841 | 5.79 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,395 | -7.44 | 397 | -2.22 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4,230 | 0.00 | 179 | 5.95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,424 | 271 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78,662 | 169.19 | 3,322 | 184.82 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 50,804 | -0.20 | 2,145 | 5.56 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 104,429 | 0.00 | 4,410 | 5.76 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22,975 | 152.03 | 970 | 166.48 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 10,579 | -6.99 | 447 | -1.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 82,494 | -5.98 | 3,484 | -0.57 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Vantage Point Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 65,615 | 0.00 | 2,771 | 5.73 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 31,319 | -0.06 | 1,323 | 5.68 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15,661 | 0.00 | 661 | 10.35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17,277 | 0.00 | 730 | 5.81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,605 | -8.70 | 224 | -9.35 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2,000 | 80 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,990 | 0.00 | 84 | 6.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,847 | -1.94 | 374 | 3.61 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5,819 | -68.74 | 246 | -67.03 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,825 | 77 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,000 | 14.55 | 127 | 21.15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297,489 | 3.23 | 12,563 | 9.16 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 53,104 | -37.52 | 2,243 | -33.94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,710 | -13.71 | 452 | -8.69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7,494 | 0.00 | 316 | 5.69 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 142,477 | 8.35 | 6,017 | 14.57 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 33,281 | -8.86 | 1,420 | -2.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,387 | -1.02 | 1,114 | 4.70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,850 | 0.00 | 120 | 6.19 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 7,923 | 0.00 | 335 | 5.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4,996 | 0.00 | 211 | 5.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54,753 | 1.33 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 543 | 0.00 | 23 | 4.76 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13,800 | -0.06 | 583 | 5.63 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12,581 | -31.61 | 531 | -27.66 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,320 | 0.00 | 394 | 5.65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,959 | -36.34 | 294 | -32.80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 89,250 | -17.32 | 3,769 | -12.55 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,062 | 7.78 | 678 | 13.95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50,452 | -2.77 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,227 | 152.00 | 1,783 | 166.52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,013 | 83.52 | 1,816 | 94.22 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7,268 | -35.87 | 307 | -32.30 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,667,939 | -2.77 | 70,437 | 2.82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,878 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5,878 | 13.39 | 248 | 19.81 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17,813 | 0.00 | 762 | 7.03 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4,518 | 0.00 | 191 | 5.56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 34,665 | 15.09 | 1,464 | 21.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 137,896 | -12.30 | 5,823 | -7.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 28,033 | -9.08 | 1,184 | -3.90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 89,896 | -0.76 | 3,881 | 7.90 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15,556 | 0.00 | 657 | 5.64 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,732 | 3.67 | 1 | -100.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 730,584 | -0.70 | 30,853 | 5.01 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 319 | 0.00 | 13 | 8.33 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,132 | 0.00 | 518 | 7.02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 272,471 | 10.53 | 11,506 | 16.88 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 60,018 | 1.52 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17,175 | 0.00 | 725 | 5.84 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 12,896 | 1.89 | 1 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 9,187 | 0.00 | 388 | 5.74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 65,318 | -13.25 | 2,758 | -8.25 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 300 | 12 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 310,752 | 1.51 | 13,123 | 7.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22,952 | -35.26 | 969 | -31.62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32,776 | -0.80 | 1,384 | 4.93 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 42,000 | 22.91 | 1,774 | 29.99 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11,130 | -7.62 | 470 | -2.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,105 | 89 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Bullseye Investment Management, LLC | 23,600 | 0.00 | 942 | 0.00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 6,865 | 0.00 | 290 | 5.47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,262 | 208.17 | 96 | 227.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,904 | 0.00 | 418 | 5.82 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 13,755 | 0.00 | 581 | 5.65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,208 | 1.64 | 262 | 7.82 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,287 | 0.00 | 350 | 5.76 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7,055 | 282 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 35,895 | -53.54 | 1,516 | -50.89 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 691,542 | 5.38 | 29,204 | 11.45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 313 | 13 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9,473 | -1.72 | 400 | 4.17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 58,032 | 2.88 | 2,451 | 8.79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 4,887 | 206 |
