Statistik Asas
| Pemilik Institusi | 181 total, 181 long only, 0 short only, 0 long/short - change of 5.23% MRQ |
| Purata Peruntukan Portfolio | 0.2461 % - change of 12.29% MRQ |
| Saham Institusi (Panjang) | 14,434,666 (ex 13D/G) - change of 2.57MM shares 21.61% MRQ |
| Nilai Institusi (Panjang) | $ 455,627 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (US:PMAY) telah 181 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 14,434,666 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, Raymond James Financial Inc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kovitz Investment Group Partners, LLC, Cetera Investment Advisers, LPL Financial LLC, and Southland Equity Partners LLC .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY) 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 38.55 / share. Previously, on September 6, 2024, the share price was 34.27 / share. This represents an increase of 12.49% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 33,740 | -0.56 | 1,275 | 4.94 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 16,677 | 0.00 | 632 | 5.70 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 42,502 | -1.36 | 1,606 | 4.15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,722 | 594 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,546,071 | 14.08 | 58 | 20.83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 38,296 | 5.76 | 1,447 | 11.65 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 11,582 | 147.90 | 438 | 161.68 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 32,613 | -30.74 | 1,232 | -26.88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,500 | -11.76 | 57 | -6.67 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11,334 | 16.99 | 428 | 23.70 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 14,644 | 20.06 | 553 | 26.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 78,219 | 161.23 | 2,956 | 175.91 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,742 | 0.00 | 66 | 4.84 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,193 | 234 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,776 | 14.38 | 332 | 20.80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,438 | 0.00 | 130 | 4.88 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,990 | 33.82 | 378 | 41.20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18,203 | 0.00 | 688 | 5.53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,594 | 60.19 | 363 | 69.16 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 15,545 | 0.00 | 587 | 5.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,678 | -1.98 | 252 | 3.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15,671 | 0.00 | 592 | 5.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 18,009 | -70.18 | 681 | -68.55 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6,734 | 6.58 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,546 | 18.91 | 285 | 25.55 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8,066 | -7.94 | 305 | -2.88 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 39,320 | -24.73 | 1,486 | -20.59 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16,596 | 0.00 | 627 | 5.56 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2,371 | 0.00 | 90 | 5.95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15,170 | 0.00 | 573 | 5.52 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 125,237 | 4,732 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 37,147 | 0.55 | 1,404 | 6.13 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49,548 | 15.15 | 1,872 | 21.56 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38,314 | 13.07 | 1,448 | 19.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 507,341 | 26.67 | 19,172 | 33.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 140,998 | 60.90 | 5,328 | 69.84 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 12,858 | 0.00 | 486 | 5.43 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58,076 | 2,219 | ||||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 7,273 | -1.49 | 275 | 3.79 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 27,900 | 3.33 | 1,054 | 9.11 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 4,697 | 0.00 | 177 | 5.36 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6,980 | 10.97 | 264 | 16.89 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 30,411 | 0.00 | 1,149 | 5.61 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 12,099 | -0.83 | 457 | 4.82 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6,109 | 0.21 | 231 | 5.50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,029 | -5.71 | 303 | -0.33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,640 | 0 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,350,903 | 10.76 | 48,457 | 9.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 411,419 | 24.18 | 16 | 36.36 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9,676 | 366 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 54,120 | -1.44 | 2,045 | 4.07 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 1,507 | 0.00 | 57 | 5.66 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 7,838 | 0.00 | 296 | 5.71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6,735 | -14.94 | 255 | -10.25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170,580 | 239.11 | 6,456 | 258.67 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 115,406 | 85.50 | 4,361 | 95.82 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 29,723 | -1.00 | 1,070 | -0.83 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9,950 | -3.36 | 376 | 1.90 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14,508 | 0.00 | 548 | 5.18 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25,139 | 39.36 | 950 | 47.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,549 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18,978 | -11.53 | 717 | -6.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 465 | 167.24 | 18 | 183.33 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 102,713 | 13.60 | 3,881 | 19.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,123 | 52.22 | 571 | 60.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 59 | -35.87 | 2 | -33.33 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8,643 | 12.64 | 327 | 18.98 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 11,546 | 0.22 | 436 | 5.83 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,822 | 0.00 | 258 | 5.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 152,722 | 128.87 | 5,771 | 141.67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 15,687 | 26.18 | 593 | 33.03 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15,144 | -14.33 | 572 | -9.49 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21,008 | 61.50 | 794 | 70.54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,575 | 6.95 | 248 | 12.73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,621 | 17.56 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39,725 | -48.97 | 1,501 | -46.12 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,700 | 240 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 15,180 | 0.00 | 574 | 5.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 37,853 | 0.00 | 1,430 | 5.54 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 23,992 | 12.63 | 907 | 18.90 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 49,255 | 0.00 | 1,861 | 5.56 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 36,967 | -2.92 | 1,397 | 2.42 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,000 | 0.00 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 495,679 | 20.67 | 18,727 | 27.35 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8,700 | 0.00 | 329 | 5.47 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25,190 | 0.00 | 952 | 5.55 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 23,846 | -0.66 | 901 | 4.89 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 500 | -47.37 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,741 | 406 | ||||||
| 2025-07-21 | 13F | Seros Financial, LLC | 9,082 | 0.00 | 343 | 5.54 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 163,667 | -2.74 | 6,185 | 2.66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 36,332 | 8.74 | 1,373 | 14.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,632 | 0.95 | 1,838 | 6.55 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1,500 | 0.00 | 57 | 5.66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 255,323 | 5.30 | 9,648 | 11.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 134,808 | 44.51 | 5,094 | 52.56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 31,105 | 29.21 | 1,175 | 36.47 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 30,010 | -4.00 | 1,134 | 1.34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,996 | 680 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26,681 | 0.00 | 1,008 | 5.55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86,603 | -44.98 | 3,273 | -41.92 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11,267 | 0.00 | 426 | 5.46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77,548 | 100.68 | 2,930 | 111.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,682 | -49.20 | 290 | -46.40 | ||||
| 2025-04-10 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 69,283 | 21.51 | 2,618 | 28.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,009 | 0.00 | 340 | 7.26 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,196 | 574 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11,026 | 29.79 | 417 | 36.84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 80,617 | -5.62 | 3,046 | -0.36 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 68,287 | 25.42 | 2,580 | 32.38 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 125 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,250 | -0.40 | 198 | 5.32 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12,609 | 17.56 | 476 | 24.28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,344 | 0.00 | 240 | 5.29 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 19,217 | 0.00 | 726 | 5.68 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 58,967 | 15.57 | 2,228 | 22.02 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 197,799 | 0.30 | 7,474 | 5.86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,260 | 0.00 | 810 | 5.75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5,995 | -5.50 | 227 | -0.44 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 303,092 | 30.89 | 11,453 | 38.17 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,976 | -12.53 | 339 | -3.98 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12,461 | 0.00 | 471 | 5.38 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,800 | 0.00 | 68 | 6.25 | ||||
| 2025-05-14 | 13F | Frisch Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPWealth LLP | 153,864 | 5,814 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14,901 | -30.60 | 563 | -26.69 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 85,650 | -2.97 | 3,259 | 2.78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7,542 | 288 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 18,354 | 0.00 | 694 | 5.48 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 108,604 | 4.29 | 4,104 | 10.09 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10,723 | 405 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70,161 | 208.40 | 3 | |||||
| 2025-05-09 | 13F | Mitchell Capital Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 68,611 | 33.51 | 2,593 | 40.95 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,528 | -1.64 | 360 | 4.05 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5,600 | 0.00 | 212 | 5.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 82,988 | 8.18 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 350 | 13 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 12,250 | 0.00 | 463 | 5.48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13,112 | 28.90 | 495 | 35.99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 74,343 | -4.03 | 2,809 | 1.30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 151,720 | 6.72 | 5,733 | 12.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,287 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2,000 | 0.00 | 76 | 5.63 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 94,641 | 88.41 | 3,576 | 98.89 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,546,015 | 28.17 | 133,998 | 35.29 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 143,534 | 4.69 | 5,424 | 10.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,175 | -3.36 | 349 | 2.95 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,266 | 1,495.76 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 116,746 | 8.93 | 4,412 | 14.96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 64,602 | 1.69 | 2 | -99.91 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 4,221 | 246.84 | 160 | 269.77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26,807 | 0.00 | 1,013 | 5.53 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 17,001 | 3.44 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,417 | -3.72 | 620 | 1.64 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 231,771 | 42.97 | 8,758 | 50.92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 258,367 | 10.80 | 9,763 | 16.96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,500 | 20.92 | 699 | 27.79 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 14,361 | 543 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 35,201 | -5.99 | 1,330 | -0.75 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25,105 | 124.85 | 949 | 137.59 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 49,594 | 459.37 | 1,874 | 491.17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,706 | 0.73 | 518 | 6.16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 59,011 | 107.73 | 2,230 | 119.17 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 31,480 | 16.27 | 1,190 | 22.70 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 9,619 | 363 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30,104 | 1,138 | ||||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 22,000 | -74.60 | 831 | -73.20 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 15,066 | 0.00 | 569 | 5.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 720 | 27 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 34,774 | 0.00 | 1,314 | 5.63 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 36,432 | -0.42 | 1,377 | 5.12 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23,699 | -3.25 | 896 | 2.17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 55,038 | 10.88 | 2,080 | 16.99 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 65,175 | 2,462 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 7,437 | 281 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,917 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,125 | -17.00 | 118 | -12.59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5,941 | 0.00 | 224 | 5.66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 | -86.27 | 3 | -88.89 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,825 | -4.90 | 220 | 0.46 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 14,180 | 0.00 | 536 | 5.52 |
