Statistik Asas
| Pemilik Institusi | 195 total, 195 long only, 0 short only, 0 long/short - change of 1.04% MRQ |
| Purata Peruntukan Portfolio | 0.2182 % - change of -12.28% MRQ |
| Saham Institusi (Panjang) | 14,670,597 (ex 13D/G) - change of -0.48MM shares -3.14% MRQ |
| Nilai Institusi (Panjang) | $ 498,234 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (US:PSEP) telah 195 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 14,670,597 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, Stuart Chaussee & Associates, Inc., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Cresset Asset Management, LLC, LPL Financial LLC, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP) 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 42.34 / share. Previously, on September 9, 2024, the share price was 37.47 / share. This represents an increase of 13.00% 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 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8,377 | 343 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8,550 | 0.00 | 352 | 7.32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 33,417 | -16.85 | 1,368 | -11.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,942 | 0.00 | 243 | 6.14 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 18,234 | 0.00 | 746 | 6.43 | ||||
| 2025-07-07 | 13F | Trust Co | 382 | 0.00 | 16 | 7.14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 566 | 0.00 | 23 | 9.52 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5,580 | 0.00 | 228 | 6.54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,645 | -27.02 | 1,417 | -22.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,717 | -1.72 | 70 | 4.48 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 8,826 | -28.69 | 361 | -24.21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13,476 | -7.94 | 551 | -1.96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20,375 | 0.00 | 833 | 6.52 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,008 | 0.00 | 164 | 6.54 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9,031 | 0.00 | 369 | 6.96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 33,732 | -4.68 | 1,385 | 5.32 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 7,000 | 0.00 | 286 | 6.72 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 13,810 | -1.31 | 565 | 5.03 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,468 | 0.00 | 364 | -1.89 | ||||
| 2025-04-08 | 13F | Lantz Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6,203 | 0.00 | 254 | 6.30 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,875 | 0.00 | 240 | 6.67 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10,814 | -21.72 | 442 | -16.60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 33,000 | 0.00 | 1,349 | 6.47 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,173 | -0.63 | 130 | 5.74 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 5,642 | 0.00 | 231 | 6.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 38,787 | -44.17 | 1,586 | -40.55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7,800 | -4.17 | 319 | 1.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49,467 | 0.15 | 2,023 | 6.59 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,405 | 3.18 | 1,652 | 9.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52,033 | -4.02 | 2,128 | 2.16 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 42,388 | -36.20 | 1,733 | -32.07 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 75,052 | 0.00 | 3,069 | 6.45 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 48,507 | 0.00 | 1,983 | 6.44 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 44,895 | -2.72 | 1,836 | 3.56 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 79,483 | -1.67 | 3,250 | 4.70 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 48,335 | -2.69 | 1,976 | 3.62 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,008 | 0.00 | 41 | 7.89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,030 | 0.00 | 247 | 6.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,433,715 | 15.78 | 59 | 23.40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,580 | 2.40 | 719 | 8.95 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 6,890 | 0.00 | 282 | 6.44 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,150 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 47,531 | -20.17 | 1,944 | -15.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6,060 | -0.05 | 248 | 6.47 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40,539 | 3.86 | 1,658 | 10.54 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,035 | 0.00 | 369 | 6.34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 600,138 | -8.50 | 25 | -4.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,110 | -23.44 | 495 | -18.45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205,041 | 0.10 | 8,384 | 6.56 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 23,305 | -0.27 | 953 | 6.13 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,968 | 0.00 | 121 | 6.14 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 72,858 | -9.33 | 2,979 | -3.47 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,252,721 | 12.40 | 47,979 | 8.41 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9,350 | -1.06 | 382 | 5.52 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 51,908 | 0.00 | 2,123 | 6.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 332,538 | -2.80 | 13,597 | 3.48 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 6,137 | -3.31 | 251 | 2.88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,084 | -46.42 | 331 | -43.01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15,729 | -46.40 | 611 | -46.77 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,893 | 200 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8,825 | 0.00 | 361 | 6.51 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 41,151 | -10.98 | 1,683 | -5.24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20,021 | -5.98 | 819 | 0.12 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 25,616 | -5.51 | 1,047 | 0.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,078 | 12.09 | 862 | 19.25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 646 | 0.00 | 26 | 8.33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2,505 | 0.00 | 102 | 6.25 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 121,577 | -9.93 | 4,971 | -4.11 | ||||
| 2025-07-17 | 13F | City Holding Co | 21,855 | -6.42 | 893 | -0.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,972 | -4.77 | 408 | 1.24 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 24,067 | 0.00 | 984 | 6.26 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,459 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,629 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12,954 | 0.00 | 530 | 6.44 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 160,502 | -0.01 | 6,563 | 6.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122,394 | 190.57 | 5 | 400.00 | ||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 16,458 | -0.57 | 673 | 5.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 100,885 | -1.96 | 4,125 | 4.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90,849 | -8.13 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1,677 | 1.21 | 69 | 7.94 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 8,290 | 0.00 | 339 | 6.29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,776 | -2.80 | 809 | 3.46 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 43,335 | -0.91 | 1,772 | 5.48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,301 | 544 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 116,978 | -27.95 | 4,811 | -22.85 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 34,931 | 0.00 | 1,428 | 6.49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10,992 | 0.00 | 449 | 6.40 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23,951 | -6.28 | 979 | -0.20 | ||||
| 2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 45,689 | -0.48 | 1,868 | 5.96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 51,572 | -2.37 | 2,109 | 3.89 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,693 | -33.61 | 69 | -28.87 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 6,333 | 0.00 | 259 | 6.17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31,677 | 1,295 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5,409 | -18.95 | 221 | -13.67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,600 | -6.17 | 311 | -0.32 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 15,260 | -0.16 | 624 | 6.13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 245 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 8,375 | 0.00 | 342 | 6.54 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5,085 | 208 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 5,615 | 0.00 | 230 | 6.51 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 6,296 | 0.00 | 257 | 6.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 338,746 | 6.17 | 13,851 | 13.02 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 16,000 | 0.00 | 654 | 6.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323,809 | 16.93 | 13,241 | 24.47 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25,288 | 0.00 | 1,034 | 6.49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26,030 | -1.14 | 1,064 | 5.24 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 305,087 | -3.09 | 12,475 | 3.18 | ||||
| 2025-05-15 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 49,700 | -0.23 | 2,032 | 6.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,527 | 1.20 | 512 | 8.94 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,458 | 509 | ||||||
| 2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 69,660 | -2.33 | 2,848 | 3.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,984 | -38.93 | 3,720 | -34.99 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 26,330 | -1.25 | 1,077 | 5.08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86,635 | 73.57 | 3,543 | 84.77 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,849 | -2.45 | 321 | 3.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 61,198 | -23.57 | 2,502 | -18.63 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,990 | 0.00 | 81 | 6.58 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 95,803 | -0.84 | 3,917 | 5.58 | ||||
| 2025-04-21 | 13F | LifeWealth Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3,106 | 25.85 | 127 | 35.11 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 13,888 | -10.13 | 568 | -4.38 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 400 | 0.00 | 16 | 6.67 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,817 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 95,286 | -4.78 | 3,896 | 1.38 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 57,317 | -0.31 | 2,344 | 6.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,453 | 0.00 | 223 | 6.22 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 14,352 | 0.00 | 587 | 6.35 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240,622 | 0.77 | 9,839 | 7.28 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5,357 | 0.00 | 222 | 7.80 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 3,947 | 0.00 | 161 | 6.62 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,612 | -35.82 | 434 | -31.81 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 11,205 | 0.00 | 458 | 6.51 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,640 | 9.04 | 1,048 | 16.06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20,461 | -23.10 | 837 | -18.20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,786 | -57.76 | 359 | -53.92 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,500 | 0.00 | 61 | 7.02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14,670 | 0.00 | 600 | 6.39 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 342,637 | -0.71 | 14,010 | 5.70 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7,397 | 0.00 | 302 | 6.34 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 7,487 | -65.67 | 306 | -63.44 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 49,891 | -0.45 | 2,040 | 6.03 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3,304,961 | -2.64 | 135,140 | 3.64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179,868 | 6.09 | 7,355 | 12.95 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,734 | 7.29 | 398 | 14.37 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 8,088 | -3.98 | 331 | 0.30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32,798 | -1.10 | 1,341 | 5.34 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,928 | 168.85 | 0 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,096 | -65.95 | 372 | -63.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 252,392 | -51.47 | 10,320 | -48.34 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12,022 | -3.41 | 492 | 2.72 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7,690 | -24.53 | 314 | -19.69 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 28,105 | -0.12 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22,710 | 0.00 | 929 | 6.42 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14,128 | 0.00 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,077 | 0.00 | 371 | 6.61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 52,920 | 291.13 | 2,164 | 316.76 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162,016 | 2.88 | 6,625 | 9.52 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2,774 | 0.00 | 113 | 6.60 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,733 | -17.49 | 529 | -11.41 | ||||
| 2025-04-29 | 13F | SMART Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,866 | 15.16 | 151 | 17.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,920 | -73.53 | 447 | -71.84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,844 | 189.15 | 1,261 | 208.31 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 7,761 | 0.00 | 317 | 6.38 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6,680 | -26.59 | 276 | -21.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56,558 | -0.87 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 33,480 | -0.39 | 1,369 | 6.05 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 50,498 | -10.67 | 2,065 | -4.93 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 54,620 | 5.05 | 2,233 | 11.82 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13,324 | 0.00 | 545 | 6.46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 19,312 | -6.83 | 790 | -0.88 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4,955 | 0.00 | 203 | 6.32 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,253 | 0.00 | 215 | 6.47 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,283 | -3.86 | 257 | 0.39 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 67,432 | -11.35 | 2,757 | -5.61 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11,872 | -2.42 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 614,899 | -9.22 | 25,143 | -3.36 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 8,099 | -11.62 | 331 | -5.70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,686 | -0.43 | 1,400 | 7.70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,435 | 0.00 | 1,449 | 6.39 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,850 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5,700 | 0.00 | 233 | 6.88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,392 | 0.00 | 384 | 6.67 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,743 | 0.00 | 71 | 7.58 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26,876 | 0.00 | 1,099 | 6.19 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 28,399 | -72.83 | 1,161 | -71.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 561,087 | -0.06 | 22,943 | 6.39 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,003 | -10.13 | 409 | -4.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,630 | -60.62 | 67 | -58.23 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 15,186 | -7.35 | 621 | -1.43 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 | -37.10 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,479 | 9.54 | 469 | 16.67 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 |
