Statistik Asas
| Pemilik Institusi | 264 total, 264 long only, 0 short only, 0 long/short - change of 3.10% MRQ |
| Purata Peruntukan Portfolio | 0.4147 % - change of 8.29% MRQ |
| Saham Institusi (Panjang) | 17,762,416 (ex 13D/G) - change of -1.71MM shares -8.77% MRQ |
| Nilai Institusi (Panjang) | $ 760,940 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF (US:RPG) telah 264 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 17,762,416 saham. Pemegang saham terbesar termasuk Morgan Stanley, LPL Financial LLC, DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF, Bank Of America Corp /de/, Wells Fargo & Company/mn, Marquette Asset Management, LLC, Financial Security Advisor, Inc., HighTower Advisors, LLC, Raymond James Financial Inc, and New England Private Wealth Advisors LLC .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF (ARCA:RPG) 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 46.84 / share. Previously, on September 6, 2024, the share price was 35.38 / share. This represents an increase of 32.39% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 113 | 15.31 | 5 | 66.67 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 109,122 | -1.29 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,395 | 0.07 | 64 | 18.87 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,145,307 | -13.02 | 52,421 | 4.08 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 5,964 | 273 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,905 | 0.00 | 133 | 18.92 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 495 | 23 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 75 | 0.00 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 115 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 7,540 | 0.00 | 345 | 19.79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,718 | -7.47 | 491 | 10.61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,838 | -90.63 | 267 | -88.80 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 505 | 0.00 | 23 | 21.05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,167 | -10.71 | 191 | 6.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,245 | -10.06 | 194 | 7.78 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 12,188 | 0.07 | 558 | 19.78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 7,186 | 0.00 | 329 | 19.71 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,618 | -2.84 | 532 | 16.19 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 244,231 | -5.19 | 11,178 | 13.45 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 | 41.67 | 5 | 66.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66,359 | 2.82 | 3,037 | 23.06 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 46,885 | -1.58 | 2,146 | 17.73 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26,346 | 0.01 | 1,213 | 20.36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 705 | -7.72 | 32 | 10.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,561 | 346 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 19,705 | 0.06 | 902 | 19.65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 16,440 | -0.12 | 763 | 26.37 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 69,347 | -3.02 | 3,174 | 16.05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17,042 | 1.13 | 780 | 21.12 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 25,428 | -38.18 | 1,164 | -26.06 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 715,226 | -1.30 | 32,736 | 18.11 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11,733 | -1.54 | 533 | 15.90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,743 | 0.00 | 1,087 | 19.60 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,632 | 143.67 | 1,265 | 191.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 347,785 | 64.04 | 15,918 | 96.30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6,723 | 13.55 | 308 | 35.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,960 | -66.78 | 135 | -61.86 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,080 | 471 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,380 | -2.37 | 979 | 16.85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,316 | 34.04 | 243 | 60.93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 931,077 | -7.95 | 42,615 | 10.15 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6,466 | -0.06 | 296 | 19.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,452 | -27.92 | 396 | -11.61 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14,370 | 0.00 | 658 | 19.67 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8,145 | 0.00 | 373 | 19.61 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 31,521 | 79.37 | 1,443 | 123.91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,357 | 0.00 | 520 | 17.69 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 164,900 | -7.11 | 7,547 | 11.15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,796 | 0.07 | 906 | 19.84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 49,921 | -5.91 | 2,285 | 12.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 750 | 0.00 | 34 | 21.43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46,122 | -8.15 | 2,111 | 9.90 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,996 | 0.21 | 458 | 19.95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22,420 | -1.40 | 1,026 | 18.07 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9,341 | 0.00 | 428 | 19.61 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31,778 | 25.00 | 1,454 | 49.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,359 | 23.75 | 383 | 48.06 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 7,777 | 0.39 | 356 | 11.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,371 | 9.10 | 566 | 21.20 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 900 | 0.00 | 41 | 20.59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,999 | 687 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 661,409 | -1.50 | 30,273 | 17.86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,163 | -66.16 | 419 | -59.52 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 63,909 | -53.39 | 2,925 | -44.22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,579 | 0.00 | 484 | 19.80 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 4,310 | 0.00 | 197 | 20.12 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 40,095 | -7.75 | 1,835 | 10.41 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 22,000 | 0.00 | 1,037 | 20.02 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 115 | 5 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,611 | 211 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 590,370 | -0.62 | 27,883 | 22.71 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13,304 | 35.13 | 609 | 61.70 | ||||
| 2025-07-30 | 13F | North Point Portfolio Managers Corp/oh | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,255 | -23.31 | 698 | -8.16 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 704,460 | -1.36 | 32,243 | 18.03 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4,649 | 213 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 182,712 | -1.68 | 8,363 | 17.64 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 9,380 | 0.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 5,565 | 0.00 | 255 | 19.81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 102,686 | 0.75 | 4,700 | 36.16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,589 | -2.49 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 7,604 | -0.33 | 348 | 19.59 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 284 | 0.00 | 13 | 20.00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20,817 | 0.05 | 953 | 19.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,367 | 40.94 | 154 | 69.23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8,280 | 0.00 | 379 | 19.62 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,804 | 266 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 888 | 0.00 | 41 | 21.21 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 7,359 | -1.95 | 345 | 20.21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,119 | 417 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,150 | 0.00 | 53 | 20.93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2,740 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 61,889 | 29.27 | 2,833 | 54.67 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 135 | 0.00 | 6 | 20.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 61,272 | -0.34 | 2,804 | 19.27 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 231,290 | 10,586 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 56,471 | 3,391 | ||||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,100 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24,841 | -2.17 | 1,137 | 16.99 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 20,801 | 0.00 | 952 | 19.75 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 511 | 23 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56,720 | -1.05 | 2,596 | 18.43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,087 | -10.68 | 645 | 6.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,490 | 55.43 | 613 | 85.45 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147,787 | -0.62 | 6,764 | 18.92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 485 | 0.00 | 20 | 11.11 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 104 | 5 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,190 | 0.05 | 375 | 19.49 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 23,694 | 0.00 | 1,084 | 19.65 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 695 | -51.57 | 32 | -42.59 | ||||
| 2025-05-12 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 586 | 19.84 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,436 | 0.04 | 249 | 19.81 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 4,410 | 202 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33,399 | 0.02 | 1,529 | 19.66 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 930 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 33,663 | 9.92 | 1,541 | 31.51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,850 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,040 | 0.01 | 597 | 19.68 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 350 | 0.00 | 16 | 23.08 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 465 | 0.00 | 21 | 23.53 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 5,693 | 261 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,185 | 0.00 | 54 | 20.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 440 | 21 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,520 | -79.49 | 253 | -75.51 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 14,856 | -3.43 | 680 | 15.48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65 | 0.00 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,485 | -0.31 | 388 | 19.38 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,123 | -4.63 | 784 | 14.14 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 30,985 | 0.00 | 1,418 | 19.66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 37,716 | -3.71 | 1,726 | 15.22 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 222,003 | 0.01 | 10,161 | 19.68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134,641 | 0.66 | 6,237 | 21.89 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 5,387 | 0.00 | 247 | 19.42 | ||||
| 2025-05-15 | 13F | Wick Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 177,534 | -66.00 | 8,126 | -59.31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 750 | 0.00 | 34 | 21.43 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 44,939 | -0.26 | 2,057 | 19.33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 18,881 | -66.05 | 864 | -59.38 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | XCOR - FundX ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 149,148 | -33.27 | 6,827 | -20.15 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 418 | 0.00 | 19 | 18.75 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,575 | -1.50 | 301 | 17.65 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 7,189 | 0.00 | 275 | -7.43 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 62,486 | 0.04 | 2,860 | 19.67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,590 | 0.24 | 942 | 20.00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31,933 | -1.94 | 1,462 | 17.35 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 11,709 | -0.72 | 536 | 18.63 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 10,355 | 0.00 | 474 | 19.44 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 4,805 | 220 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 202,995 | 9,291 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,311,754 | -3.17 | 60,039 | 15.87 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42,658 | 318.26 | 1,952 | 400.51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 327,473 | -8.12 | 14,988 | 9.95 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 51,597 | 3.43 | 2,362 | 23.74 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 7,351 | -0.04 | 336 | 19.57 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6,905 | -2.49 | 316 | 17.04 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,095 | 233 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 8,432 | 0.00 | 386 | 19.57 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 7,306 | 0.00 | 334 | 19.71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,189 | 0.00 | 329 | 20.07 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 81,424 | -1.23 | 3,727 | 18.17 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 5,000 | 229 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 37,075 | -0.11 | 1,697 | 19.52 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 8,791 | -1.66 | 402 | 17.89 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9,750 | 0.00 | 446 | 19.89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Burney Co/ | 5,165 | 236 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 30,870 | -8.66 | 1,413 | 9.29 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,905 | 224 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 250 | 0.00 | 11 | 22.22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 14,726 | -8.68 | 674 | 9.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,739 | 0.57 | 308 | 20.31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17,196 | -5.79 | 816 | 14.95 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 12,188 | 0.07 | 558 | 19.78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1,331 | 0.00 | 61 | 20.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 447 | 0.00 | 20 | 17.65 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2,057 | 0.00 | 94 | 20.51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 384,375 | -7.91 | 17,593 | 10.20 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 570 | 0.00 | 26 | 23.81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21,368 | 0.00 | 978 | 19.71 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 13,763 | 0.00 | 630 | 19.58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49,303 | -0.82 | 2,257 | 18.67 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 17,768 | 7.61 | 813 | 28.84 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 7,268 | 11.47 | 333 | 33.33 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 116,787 | 5,345 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 14,170 | -7.54 | 649 | 10.58 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,822 | -10.51 | 83 | 7.79 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 18,636 | -57.32 | 853 | -48.98 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8,425 | 386 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5,435 | -17.43 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161,314 | -10.79 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 311 | -5.47 | 14 | 16.67 | ||||
| 2025-05-23 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 975,728 | 172.15 | 37,322 | -50.62 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 4,955 | 227 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,350 | 0.00 | 62 | 19.61 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 23,201 | -2.32 | 1,062 | 16.85 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2,255 | 0.00 | 103 | 19.77 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 6,406 | 0.06 | 293 | 20.08 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,555 | -36.47 | 300 | -23.86 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 33,980 | 0.00 | 1,555 | 19.71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 892,565 | -25.80 | 40,853 | -11.21 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 40,253 | -9.73 | 1,842 | 8.04 | ||||
| 2025-09-03 | 13F | American Trust | 23,559 | 1,078 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,324 | -1.48 | 106 | 17.78 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 142,004 | 333.59 | 6,500 | 419.09 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 461 | 0.00 | 21 | 23.53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,920 | 0.00 | 179 | 20.13 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 350,189 | 2.83 | 16,028 | 23.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 436,343 | -8.29 | 19,972 | 9.74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,335 | 0.00 | 290 | 18.44 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 29,050 | 0.00 | 1,330 | 19.62 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67,922 | 0.04 | 3,201 | 16.44 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 175 | 0.00 | 8 | 33.33 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | 0.17 | 27 | 18.18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,585 | 0.06 | 73 | 20.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38,880 | -0.77 | 1,780 | 18.76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2,985 | 0.00 | 137 | 19.30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10,987 | -28.86 | 503 | -21.19 | ||||
| 2025-04-29 | 13F | Core Alternative Capital | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 852 | 0.00 | 39 | 21.88 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 690 | 0.00 | 32 | 19.23 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,502 | 0.00 | 115 | 10.68 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 8,287 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 32,816 | 6.80 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 22,145 | -29.96 | 1,014 | -16.21 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,318 | -0.15 | 60 | 20.00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 13,185 | 0.07 | 603 | 19.88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,345 | 145.09 | 611 | 193.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650,564 | -15.83 | 29,776 | 0.72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18,417 | 32.18 | 843 | 58.27 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6,672 | 0.07 | 305 | 19.61 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 232,882 | 3.97 | 10,659 | 24.41 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,133 | -1.76 | 510 | 17.55 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 13,045 | 0.00 | 597 | 19.88 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 175,084 | -2.33 | 8,014 | 16.88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,020 | 1.75 | 1,145 | 21.81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,246 | -32.25 | 15 | -16.67 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 349,765 | 16,009 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,600 | 119 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 29,540 | 2.22 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 229 | 0.44 | 10 | 25.00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 400 | 0.00 | 18 | 20.00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3,625 | 0.00 | 166 | 19.57 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 17,256 | 0.00 | 790 | 19.55 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,200 | 55 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 440 | 0.00 | 20 | 25.00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50,115 | 2,294 | ||||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 31,774 | 0.06 | 1,454 | 19.77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 43,495 | -0.59 | 1,991 | 18.95 | ||||
| 2025-05-06 | 13F | Accredited Investors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 430 | -8.90 | 20 | -59.57 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 27,657 | 7.38 | 1,266 | 28.43 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 42,149 | -73.72 | 1,929 | -68.55 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 140 | 0.00 | 6 | 20.00 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 17,433 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 15,303 | 700 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 19,881 | 0.02 | 910 | 19.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 93,144 | -4.16 | 4,263 | 14.69 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 967 | 0.00 | 44 | 22.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,086 | 1.05 | 1,377 | 21.00 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 14,792 | -5.20 | 677 | 13.59 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,365 | 0.08 | 108 | 20.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54,647 | 88.30 | 2,501 | 125.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 264,503 | 0.25 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,090 | 233 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 20 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,400 | -86.27 | 156 | -83.62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | 27.27 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78,929 | 1.41 | 3,662 | 22.98 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4,484 | 205 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27,668 | -0.63 | 1 | 0.00 |
