Statistik Asas
| Pemilik Institusi | 244 total, 244 long only, 0 short only, 0 long/short - change of 9.42% MRQ |
| Purata Peruntukan Portfolio | 0.4544 % - change of -4.24% MRQ |
| Saham Institusi (Panjang) | 18,445,108 (ex 13D/G) - change of 2.45MM shares 15.28% MRQ |
| Nilai Institusi (Panjang) | $ 1,158,404 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF (US:XSMO) telah 244 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 18,445,108 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, Raymond James Financial Inc, Wells Fargo & Company/mn, Morgan Stanley, Gratus Wealth Advisors, LLC, Wealth Enhancement Advisory Services, Llc, and Northwestern Mutual Wealth Management Co .
Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF (ARCA:XSMO) 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 73.26 / share. Previously, on September 6, 2024, the share price was 61.70 / share. This represents an increase of 18.74% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,896 | 3.73 | 1,081 | 12.49 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 21,848 | -3.37 | 1,486 | 4.80 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 54,376 | 6.13 | 3,699 | 15.02 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10,985 | 78.91 | 747 | 94.03 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,731 | 3.10 | 186 | 11.45 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 894 | 1.94 | 61 | 5.26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23,426 | -69.47 | 1,593 | -66.91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 47,079 | 4.48 | 3,202 | 13.26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,563 | 2.69 | 514 | 11.26 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3,022 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 13,924 | 3.14 | 947 | 11.81 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30,698 | 80.76 | 2,088 | 96.06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,757 | 5.33 | 460 | 17.69 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,865,283 | 5.19 | 126,877 | 14.02 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 4,823 | -2.74 | 328 | 5.47 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 35,863 | 16.31 | 2,439 | 26.11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48,374 | 12.09 | 3,290 | 21.54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 274 | 0.00 | 19 | 5.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,214 | 65.09 | 423 | 78.81 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 402 | 27 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,403 | 0.05 | 1,456 | 8.42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 931 | 0.00 | 63 | 8.62 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,988 | 1.42 | 611 | 9.89 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 21,294 | 8.48 | 1,448 | 17.63 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 62,739 | 302.95 | 4,268 | 336.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,020 | 5.37 | 1,906 | 14.21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,391 | 60.88 | 503 | 74.31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 51,651 | 20.89 | 3,513 | 31.08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,514 | 511 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 23,872 | -16.11 | 1,624 | -9.08 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21,947 | 63.43 | 1,493 | 77.20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 51,156 | -15.15 | 3,480 | -8.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,625 | 11.54 | 655 | 20.89 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2,539 | -20.61 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 4,728 | -44.91 | 322 | -40.33 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 32,326 | 7.79 | 2,199 | 16.91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 45,581 | 1.98 | 3,100 | 10.56 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,912 | 23.43 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 97 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,468 | 0.00 | 236 | 8.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,961 | 25.20 | 201 | 35.81 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 14,079 | -7.06 | 973 | 8.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,033 | 478 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38,524 | 3.93 | 2,620 | 12.64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 | -99.64 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,396 | -39.33 | 435 | -34.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 523,730 | 5.33 | 35,624 | 14.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24,497 | 10.66 | 1,666 | 13.88 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14,236 | 968 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 102,655 | -5.17 | 6,983 | 2.80 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7,813 | 14.64 | 531 | 24.07 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 323,865 | 22,029 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,206 | 0.53 | 766 | 16.44 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 339 | 0.00 | 23 | 9.52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 441,605 | 21.61 | 30,038 | 31.82 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 17,422 | 0.67 | 1,093 | -4.46 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 29,468 | 0.00 | 2,004 | 8.38 | ||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12,023 | 818 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 371,638 | -2.77 | 25,279 | 5.40 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14,383 | 978 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,278,102 | 8.77 | 86,936 | 17.90 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,244 | -4.82 | 85 | 2.44 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 7,259 | 71.81 | 494 | 86.04 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,279 | -48.71 | 297 | -43.40 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 32,765 | 2,229 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14,268 | 167.89 | 971 | 175.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 263,301 | -28.31 | 17,910 | -22.29 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 5,187 | 0.00 | 353 | 8.31 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,863 | 739 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,721 | 253 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,292 | -46.26 | 88 | -42.00 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3,855 | -18.07 | 262 | -11.19 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 27,625 | 36.69 | 1,879 | 48.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,791 | 1,006 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 10,070 | 685 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,026 | 8.42 | 206 | 17.82 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,389 | 0.00 | 299 | 8.36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 255 | 50.00 | 17 | 70.00 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,627 | 9.86 | 541 | 1.50 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 281,674 | 1.54 | 19,159 | 10.07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,580,283 | 4.15 | 107,491 | 12.89 | ||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,312 | 8.76 | 1,178 | 17.94 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 10,685 | -1.70 | 727 | 6.45 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 8,265 | 82.93 | 562 | 98.59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6,874 | 0.00 | 468 | 8.35 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 44,660 | -9.78 | 3,036 | -2.25 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 89,365 | 0.00 | 6,079 | 8.40 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 78,203 | 3.63 | 5,319 | 12.33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 29,445 | 7.73 | 2,003 | 16.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 97 | 385.00 | 7 | 500.00 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 19,640 | -59.46 | 1,336 | -56.07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,150 | -2.46 | 78 | 6.85 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3,756 | 0.00 | 255 | 8.51 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 33,134 | 2,254 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Guerra Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15,207 | 37.88 | 1,034 | 58.35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 41,917 | 191.27 | 2,851 | 215.73 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,805 | 463 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,063 | 208 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 600 | 0.00 | 41 | 8.11 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 85,608 | -2.06 | 5,823 | 6.16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,661 | 0.42 | 521 | 9.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 69,685 | 39.63 | 4,740 | 51.36 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 19,288 | 35.73 | 1,312 | 47.14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 153,253 | 52.23 | 10,438 | 70.33 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 144,650 | 3.15 | 9,839 | 11.82 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 58,236 | 0.00 | 3,961 | 8.40 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22,537 | -24.49 | 1,533 | -18.16 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 250 | 0.00 | 17 | 13.33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,262 | 29.50 | 290 | 40.29 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 57,411 | -1.00 | 3,905 | 7.34 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 253 | 0.00 | 17 | 13.33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 79,549 | -12.92 | 5,411 | -5.62 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 42,662 | 37.08 | 3 | 100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 21,900 | 1,490 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 139,471 | 4.68 | 9,487 | 13.47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,586 | -0.09 | 312 | 7.99 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 10,031 | 663 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 204,723 | 1.73 | 13,925 | 10.28 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 130 | 0.00 | 9 | 0.00 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1,080 | 0.00 | 73 | 8.96 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 166,933 | 11 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,962 | 1.61 | 133 | 9.92 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 20,534 | 14.41 | 1,397 | 23.98 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 21,381 | -5.98 | 1,454 | 1.96 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 124 | 0.00 | 8 | 14.29 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,537 | 0.11 | 241 | 8.60 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 462,553 | 54.64 | 32,092 | 70.97 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,619 | 314 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 354,148 | 2.16 | 24 | 14.29 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 70,009 | 4,762 | ||||||
| 2025-05-09 | 13F | Banco Santander, S.A. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 17,427 | 0.00 | 1,185 | 8.42 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 84,193 | 3.57 | 5,727 | 12.25 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 56,648 | 1,657.07 | 3,853 | 1,807.43 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 13,104 | -1.93 | 891 | 6.32 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 8,000 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 77,780 | 5,291 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9,630 | -41.31 | 655 | -36.35 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,134 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 855,913 | 50.81 | 58,219 | 63.47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,918 | 13.75 | 999 | 7.89 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 590 | 40 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,391 | -1.99 | 231 | 5.99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 97,156 | 0.88 | 6,609 | 9.35 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 29,211 | -28.19 | 1,987 | -22.18 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 3,862 | 263 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,000 | 476 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 69,457 | 6.77 | 4,724 | 15.76 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3,577 | 245 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,713 | 560.77 | 1,069 | 616.78 | ||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 477,335 | 0.41 | 32,468 | 8.84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 159,873 | 11.70 | 11 | 25.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,290 | 12.39 | 294 | 25.21 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 900 | 61 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 48,697 | 19.01 | 3,056 | 12.94 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17,000 | 1,156 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 896 | 0.00 | 61 | 7.14 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25,522 | 183.04 | 1,736 | 207.26 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 24,850 | 3.54 | 1,690 | 12.22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,712 | 71.27 | 457 | 86.12 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,991 | 2.60 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 100,344 | -0.07 | 6,825 | 8.33 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 4,442 | -27.94 | 304 | -21.50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,244 | -23.82 | 85 | -25.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 85,977 | -8.46 | 5,848 | -0.76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,858 | -45.48 | 535 | -40.93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,715 | 27.06 | 797 | 37.72 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 160 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4,576 | -59.27 | 311 | -55.89 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 15,001 | -7.29 | 1,020 | 0.49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197,258 | 145.98 | 13 | 160.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 606 | 41 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 403 | 0.00 | 27 | 8.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,299 | 4.04 | 360 | 12.85 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 21,443 | 0.23 | 1,459 | 8.64 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 2,972 | 0.00 | 202 | 8.60 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,564 | 7.34 | 310 | 16.54 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 119,950 | 8,159 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 479 | 8.13 | 33 | 10.34 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,989 | 0.81 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,591 | 652 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,882 | 1,315.04 | 128 | 1,500.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110,849 | 5.00 | 7,540 | 13.81 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,753 | 595 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 750 | 0.00 | 51 | 8.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 55 | -66.67 | 4 | -70.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143,028 | 18.19 | 10 | 28.57 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 6,824 | 2.00 | 464 | 10.74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,390 | -88.32 | 435 | -87.36 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,585 | -20.76 | 312 | -14.33 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 17,049 | -9.32 | 1,160 | -1.70 | ||||
| 2025-04-18 | 13F | Wagner Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 78,500 | 19.88 | 5,340 | 29.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 151 | 0.00 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,033,548 | 154.42 | 70,302 | 175.80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 59 | 4 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 4,600 | 8.03 | 313 | 16.85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80 | 0.00 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,231 | -83.84 | 356 | -82.52 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 190,028 | 3.61 | 12,926 | 12.31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,362 | -25.66 | 93 | -19.30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15,255 | -4.57 | 1,038 | 3.39 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,430 | -9.85 | 573 | -2.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,750,582 | 8.42 | 119,082 | 17.53 | ||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6,977 | 57.00 | 475 | 70.50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 150 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,281 | 3.00 | 495 | 11.74 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3,110 | 212 | ||||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 18,306 | -1.28 | 1,245 | 7.05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,017 | 3.79 | 341 | 12.54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86,042 | 774.77 | 5,853 | 848.46 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 89,516 | 8.29 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 105,032 | -12.07 | 7,144 | -4.68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,884 | 332 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,878 | 400 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20,303 | 9.23 | 1,381 | 18.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,284 | -89.88 | 495 | -89.03 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,053 | 254 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,684 | 0.12 | 115 | 8.57 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,800 | 803 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,975 | 202 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 56,423 | 13.31 | 3,838 | 22.82 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,747 | 323 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,131 | 15.80 | 757 | 25.54 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,835 | 533 | ||||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 88,846 | -8.81 | 6,043 | -1.15 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 11,139 | 8.44 | 758 | 17.55 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 15,890 | 20.63 | 1,081 | 30.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 219,456 | 11.76 | 15 | 16.67 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,541 | 7.76 | 921 | 16.88 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8,496 | 128.76 | 578 | 147.64 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 123,289 | 0.00 | 8,386 | 8.40 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 27,812 | -0.78 | 1,892 | 7.57 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 83,672 | 21.06 | 5,691 | 31.22 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 30,053 | 16.50 | 2,044 | 26.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,414 | 7.60 | 640 | 16.79 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 58,808 | 44.20 | 3,847 | 28.89 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 34,376 | 2,338 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 130,604 | 6.57 | 8,884 | 15.53 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 244 | 0.00 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 9,805 | 0.07 | 667 | 8.47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,126 | 14.50 | 417 | 24.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 217,718 | 11.13 | 14,809 | 20.47 |
