Statistik Asas
| Pemilik Institusi | 265 total, 265 long only, 0 short only, 0 long/short - change of 7.29% MRQ |
| Purata Peruntukan Portfolio | 0.1080 % - change of -11.77% MRQ |
| Saham Institusi (Panjang) | 42,888,712 (ex 13D/G) - change of 0.65MM shares 1.53% MRQ |
| Nilai Institusi (Panjang) | $ 2,733,415 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares Exponential Technologies ETF (US:XT) telah 265 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 42,888,712 saham. Pemegang saham terbesar termasuk Financial Engines Advisors L.L.C., LPL Financial LLC, Ameriprise Financial Inc, Baird Financial Group, Inc., Bank Of America Corp /de/, Morgan Stanley, Mirae Asset Global Investments Co., Ltd., UBS Group AG, Commonwealth Equity Services, Llc, and Wealthcare Advisory Partners LLC .
iShares Trust - iShares Exponential Technologies ETF (NasdaqGM:XT) 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 9, 2025 is 69.64 / share. Previously, on September 10, 2024, the share price was 57.07 / share. This represents an increase of 22.03% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,955 | -8.17 | 584 | 4.10 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 | 0.00 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 423 | 0.00 | 28 | 12.50 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,547 | 0.00 | 362 | 13.17 | ||||
| 2025-08-04 | 13F | Balentine LLC | 74 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 500 | 0.00 | 33 | 14.29 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,424 | 0.07 | 93 | 13.58 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 101 | 0.00 | 7 | 20.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,236 | -21.91 | 211 | -11.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0.35 | 38 | 12.12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18,597 | 6.20 | 1,213 | 20.46 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4,231 | -16.33 | 275 | -5.50 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7,676 | 30.41 | 501 | 48.22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,133 | 0.80 | 270 | 13.98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137,103 | -9.24 | 8,946 | 2.88 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29,790 | 5.78 | 1,952 | 38.96 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11,013 | -0.73 | 719 | 12.54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,144 | 401 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4,207 | 0.02 | 275 | 13.22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20,508 | -53.59 | 1,338 | -47.38 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 882 | 0.00 | 58 | 14.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,058 | -5.05 | 330 | 7.84 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5,280 | 0.00 | 345 | 13.53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3,969 | -2.41 | 259 | 10.68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252,292 | 2.24 | 16 | 14.29 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3,958 | 258 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 12,591 | -81.87 | 822 | -79.46 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46,844 | 99.97 | 3,057 | 126.71 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,206 | 2.56 | 405 | 16.09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 2,063 | -94.16 | 135 | -93.64 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 6,810 | -19.16 | 444 | -8.26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,551 | -5.79 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1,637 | 0.00 | 107 | 12.77 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 30,441 | -1.96 | 1,986 | 11.14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 16,336 | -58.35 | 1,066 | -52.81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 9,535 | 0.00 | 622 | 13.50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 210 | 0.00 | 14 | 8.33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,503 | 163 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82,530 | -1.96 | 5,385 | 11.15 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15,374 | 0.00 | 1,003 | 13.46 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67,542 | 0.30 | 4,407 | 13.70 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 3,511 | 0.00 | 229 | 13.37 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 9,731 | 0.00 | 635 | 13.21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 44,195 | -6.88 | 2,884 | 5.56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,722 | -68.33 | 3,310 | -64.11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 12,821 | -1.41 | 837 | 11.76 | ||||
| 2025-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 5,320 | -51.86 | 347 | -45.44 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5,704 | 0.05 | 377 | 22.08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,037 | -2.07 | 459 | 11.14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 13,576 | -6.69 | 886 | 5.73 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8,883 | -2.10 | 511 | -9.24 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 91,026 | -0.44 | 5,939 | 12.87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 12,025 | -40.00 | 785 | -32.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 160 | -4.19 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8,033 | 8.20 | 524 | 22.72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,007 | -23.28 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21,738 | -2.38 | 1,418 | 10.69 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4,389 | 0.14 | 286 | 13.49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85,960 | 6.41 | 5,609 | 20.63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 274,900 | -21.10 | 17,937 | -10.57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,737 | 4.95 | 113 | 18.95 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202,875 | 189.95 | 13 | 225.00 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 860 | 0.00 | 56 | 14.29 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 180,879 | -13.67 | 11,802 | -2.13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,155 | 75 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14,938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11,167 | 26.74 | 729 | 43.59 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 13 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 99,389 | -32.76 | 6 | -25.00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268,020 | 856.53 | 17,488 | 977.51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 105,250 | -8.19 | 6,058 | -11.42 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,151 | -13.69 | 728 | -2.15 | ||||
| 2025-08-11 | 13F | Eq Llc | 4,801 | -1.27 | 313 | 12.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,455 | -14.73 | 943 | -3.28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39,698 | 10.16 | 2,590 | 24.88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,307 | -16.71 | 412 | -5.52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11,780 | 0.00 | 769 | 13.27 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 300 | 0.00 | 20 | 11.76 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5,351 | -96.44 | 349 | -95.97 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90,338 | 2.33 | 5,895 | 16.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173,122 | 0.56 | 11,296 | 14.00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,987 | 0.00 | 130 | 13.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 150 | 0.00 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,180 | 11.47 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20,887 | 39.25 | 1,363 | 57.82 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195,373 | 5,483.68 | 12,748 | 6,242.29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,770 | -12.69 | 376 | -1.05 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 67,482 | -12.07 | 4,403 | -0.32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,427 | 0.13 | 1,463 | 13.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641,593 | 143.65 | 41,912 | 176.55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3,570 | 0.00 | 233 | 13.17 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 18,480 | -3.89 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,461 | 226 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7,025 | -6.64 | 458 | 5.77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,007 | -2.44 | 327 | 10.51 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4,713 | 0.00 | 308 | 13.28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,910 | -47.80 | 125 | -43.89 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 2,198 | 0.00 | 143 | 13.49 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292,585 | 8.31 | 19,091 | 22.79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 15,760 | -12.80 | 1,028 | -1.15 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9,760 | 637 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 26,193 | -7.60 | 1,709 | 4.78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 305 | 0.00 | 20 | 11.76 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16,524 | -8.24 | 1,078 | 4.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,324 | -5.84 | 2,828 | 6.72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,865 | -8.67 | 321 | 4.90 | ||||
| 2025-07-24 | 13F | Eastern Bank | 229 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,498 | -4.63 | 620 | 8.03 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 492 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 5,391 | -3.35 | 352 | 9.35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9,344 | -41.04 | 610 | -33.22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,842 | 251 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,478 | -37.09 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 4,023 | 263 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,122 | -50.21 | 204 | -43.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,691 | 4.79 | 959 | 18.86 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,720 | -8.12 | 308 | 4.07 | ||||
| 2025-04-14 | 13F | Compass Planning Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15,304 | -5.62 | 999 | 6.97 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,500 | 228 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 9,452 | -4.08 | 617 | 8.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,743 | 8.03 | 1,419 | 22.45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 42 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 189,514 | -6.30 | 12 | 9.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 686,674 | -5.62 | 44,806 | 6.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,258 | -2.59 | 147 | 6.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 209,967 | -0.40 | 13,700 | 12.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,075 | -7.60 | 266 | 4.74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,801 | -2.01 | 770 | 11.11 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 30,815 | -63.10 | 2,011 | -58.18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,551 | 61.06 | 754 | 82.77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,342 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0.30 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 22 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 9,986 | -1.96 | 652 | 11.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,871 | -9.51 | 1,101 | 2.52 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 31,725 | -5.11 | 2,070 | 7.59 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,607 | -16.27 | 431 | -5.07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 200,335 | -0.06 | 13,360 | 15.80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7,635 | 498 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9,559 | 0.05 | 624 | 13.27 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 8,221 | -0.65 | 536 | 12.61 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1,200 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 335 | 0.00 | 22 | 10.53 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,470 | -66.56 | 226 | -62.14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,118 | 203 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3,961 | 0.00 | 258 | 13.66 | ||||
| 2025-04-23 | 13F | Alpha Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19,020 | 1,241 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111,724 | 3.56 | 7,290 | 17.39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 200 | -33.33 | 12 | -35.29 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4,095 | -22.59 | 267 | -12.17 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 300 | 0.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 9,894 | 35.50 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,387 | 9.74 | 743 | 24.46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34,614,440 | 0.90 | 2,258,592 | 14.38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,463 | 356 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 4,253 | 0.00 | 278 | 13.52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 400 | 0.00 | 26 | 13.04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133,813 | -1.08 | 8,731 | 12.14 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3,609 | 0.00 | 235 | 9.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97,424 | 36.08 | 6,357 | 54.23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7,121 | 0.39 | 465 | 13.73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 322 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 11,181 | -0.82 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3,958 | -12.55 | 258 | -0.77 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8,034 | -1.92 | 524 | 11.25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27,042 | -16.59 | 1,765 | -5.47 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,553 | 0.27 | 362 | 8.38 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9,412 | -1.34 | 614 | 11.84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,201 | 190.03 | 731 | 228.83 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3,085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3,092 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 762 | -95.46 | 50 | -94.92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,514 | 0.00 | 229 | 30.86 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 50 | 0.00 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 40,491 | -11.63 | 2,642 | 0.19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5,657 | 271 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31,837 | -3.86 | 2,077 | 8.97 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9,502 | -1.30 | 620 | 11.73 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6,967 | 0.66 | 455 | 14.07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,476 | -6.96 | 1,858 | 5.51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92,252 | 1.29 | 6,019 | 14.82 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41,696 | -9.66 | 2,722 | 2.52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243,773 | 49.62 | 15,906 | 69.61 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 419 | 0.00 | 27 | 12.50 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99,102 | -5.84 | 6,466 | 6.73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 7,634 | 0.00 | 439 | -3.52 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17,435 | -6.48 | 1,138 | 5.96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 98 | -83.99 | 6 | -82.86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11,283 | -39.22 | 736 | -31.09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,700 | -59.57 | 1,612 | -54.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,636 | -0.36 | 237 | 12.86 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | -51.35 | 1 | -50.00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16,495 | 0.89 | 1,076 | 14.35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13,135 | 4.90 | 857 | 19.03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,343 | -16.98 | 414 | -5.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 542 | -85.77 | 35 | -84.02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 9,051 | 0.00 | 591 | 13.46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,724 | -3.80 | 712 | 10.92 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 125 | 0.00 | 8 | 14.29 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3,383 | 0.00 | 221 | 13.40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,266 | -6.50 | 344 | 5.86 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 252 | 0.00 | 16 | 14.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73,378 | 3.52 | 4,788 | 17.36 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 4,310 | 0.00 | 281 | 13.31 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3,188 | 208 | ||||||
| 2025-07-25 | 13F | Check Capital Management Inc/ca | 8,800 | 0.00 | 574 | 13.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11,383 | -8.51 | 743 | 3.63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 458 | -30.71 | 30 | -23.68 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 118,612 | -1.23 | 8 | 16.67 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 750 | -3.47 | 43 | -6.52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4,900 | 0.80 | 320 | 14.34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,564 | 0.40 | 494 | 13.86 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4,279 | 0.00 | 284 | 22.51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8,618 | -1.77 | 562 | 11.51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 263,326 | -0.67 | 17,182 | 12.61 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 7,046 | -13.26 | 460 | -1.71 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 257 | 0.00 | 17 | 14.29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 23 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4,051 | 263 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 259 | 0.00 | 17 | 14.29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25,133 | 9.31 | 1,640 | 23.89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,270 | 40.36 | 409 | 59.14 | ||||
| 2025-05-07 | 13F | Abbot Financial Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 108,171 | -3.13 | 7,058 | 9.82 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,246 | 14.08 | 603 | 29.40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 360 | 0.00 | 23 | 15.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,558 | -1.08 | 102 | 12.22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 47,574 | -1.80 | 3,104 | 11.33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 7,692 | -4.58 | 502 | 8.21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 7,843 | -1.26 | 512 | 11.82 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 667 | 0.00 | 44 | 13.16 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19,308 | 0.57 | 1,260 | 13.94 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 13,700 | -0.35 | 894 | 12.90 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 640 | 0.00 | 42 | 13.89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90,384 | 9.96 | 5,898 | 24.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287,652 | -3.10 | 18,769 | 9.85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56,506 | 15.43 | 3,672 | 29.52 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 3,445 | 0.00 | 225 | 13.13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,496 | 359 | ||||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3,588 | 0.00 | 234 | 13.59 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7,989 | -7.98 | 521 | 4.41 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 20,483 | 0.00 | 1,337 | 13.32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,606 | -1.41 | 301 | 11.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4,475 | 292 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 267 | -42.83 | 17 | -34.62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 17 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 204 | -79.16 | 13 | -76.79 |
