Mga Batayang Estadistika
| Pemilik Institusional | 275 total, 275 long only, 0 short only, 0 long/short - change of 882.14% MRQ |
| Alokasi Portofolio Rata-rata | 0.2988 % - change of 17.99% MRQ |
| Saham Institusional (Jangka Panjang) | 68,438,149 (ex 13D/G) - change of 66.48MM shares 3,392.78% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,759,001 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) memiliki 275 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 68,438,149 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Cwm, Llc, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Mml Investors Services, Llc, Resources Investment Advisors, LLC., Parcion Private Wealth LLC, and GWM Advisors LLC .
Struktur kepemilikan institusional Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (ARCA:BAI) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 3, 2025 is 31.26 / share. Previously, on October 22, 2024, the share price was 25.06 / share. This represents an increase of 24.74% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 400,000 | 31,181 | -92.20 | 0.00 | -100.00 | ||
| 2025-02-07 | BlackRock, Inc. | 0 | 0.00 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 20,710 | 597 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 71,624 | 2,066 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 100,485 | 2,899 | ||||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 47,556 | 1,372 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44,438 | 1,437 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,032 | 261 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 31,181 | -92.20 | 900 | -89.73 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 17,915 | 559 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4,700 | 104.35 | 136 | 170.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 59,582 | 1,719 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,239 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,069 | 204 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 19,254 | 600 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 711 | 65.73 | 21 | 122.22 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 38,112 | 1,100 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 130,002 | 3,751 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 991,219 | 28,597 | ||||||
| 2025-08-12 | 13F | Integras Partners LLC | 81,012 | 2,337 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 162,181 | 4,679 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6,896 | 199 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 56,010 | 1,616 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 235,893 | 6,806 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,827,247 | 52,716 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7,409 | 235 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 112,559 | 3,247 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18,398 | 531 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24,531 | 708 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 204,761 | 5,907 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 697,617 | 20,126 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7,284 | 210 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8,965 | 259 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 124,374 | 3,588 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 8,754 | 253 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 16,000 | 462 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,576 | 103 | ||||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 992,904 | 2.11 | 29 | 33.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 275,467 | 7,947 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7,173 | 207 | ||||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 17,868 | 515 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 85,978 | 2,480 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 43,452 | 1,254 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 887 | 26 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558,486 | 16,112 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 134,866 | 4.44 | 3,891 | 37.65 | ||||
| 2025-08-11 | 13F | Eq Llc | 167,032 | 4,819 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 135,633 | 25,017.22 | 3,913 | 35,463.64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92,558 | 2,670 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 15,542 | 448 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 69,869 | 2,016 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 16,000 | 462 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12,053 | 348 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,928 | 546 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 512 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210,352 | 6 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 12,178 | 351 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | -81.00 | 28 | -75.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114,539 | 3,304 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 69,301 | 1,999 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 82,590 | 2,383 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7,587 | 0 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 21,439 | 622 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,974 | 197 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 96,102 | 3,000 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,320 | 442 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7,547 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831,760 | 24 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 218,348 | 6,299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,104 | 292 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,486 | 43 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64,403 | 34.82 | 1,858 | 77.80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 160.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31,794 | 823 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19,113 | 551 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,050 | -63.41 | 164 | -54.85 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 895 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,121 | 119 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23,250 | 671 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 16,793 | 484 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7,577 | 214 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18,906 | 545 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,368 | 530 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,974 | 345 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 142,197 | 4,102 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 198,976 | 5,740 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2,086 | 60 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 12,000 | 346 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 375,310 | 10,828 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 199,923 | 5,768 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 87,822 | 2,688 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,115 | 753 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 138,429 | 4 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,187 | 2,083 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7,073 | 204 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,797 | 485 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 120,799 | 3,485 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2,634,012 | 76 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8,465 | 244 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 344,995 | 9,953 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 10,645 | 306 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20,174 | 1 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 6,960 | 0.00 | 201 | 31.58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,317 | 211 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 24,304 | 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25,306 | 730 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 170 | 0.00 | 5 | 33.33 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 46,523 | 1,342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,038 | 0 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 10,637 | 307 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 23,769 | 686 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 81,412 | 2,349 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 55,763 | 1,609 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78,571 | 34,061.30 | 2,267 | 45,240.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 34,152 | 985 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 225,104 | 6,494 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 75,471 | 2,177 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 15,888 | 458 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 17,445 | 503 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6,987 | 202 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 15,980 | 19.43 | 461 | 57.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 577,916 | 17 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 8,250 | 238 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 21,507 | 620 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25,359 | 732 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92,506 | 2,669 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 268,193 | 7,737 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 158,555 | 4,574 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 363 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,575 | 190 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7,368 | 213 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 54,253 | 1,565 | ||||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33,416 | 964 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13,468 | 389 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55,152 | 1,591 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 83,379 | 2,405 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7,368 | 213 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9,972 | 288 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38,174 | 1,101 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 470,053 | 13,561 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 459,952 | 13,270 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 142 | 4 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,147 | 350 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 184,211 | 5,314 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 48,807 | 1,408 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 11,092 | 320 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 152,348 | 4,395 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 78,546 | 2,266 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 216,193 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7,097 | 204 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21,973,766 | 633,943 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 84,494 | 2,633 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,480 | 822 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 55,936 | 1,614 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 20,933 | 604 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 149,931 | 4,526 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,022,658 | 335,197.70 | 29,504 | 491,616.67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,479 | 591 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 180 | 5 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 7,851 | 227 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 257 | 8 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 107,032 | 3,088 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 86,550 | 87 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,746,655 | 50 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 215,020 | 6,203 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 56,407 | 1,627 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 182,257 | 5,258 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,938,293 | 3,613,012.84 | 113,620 | 5,680,850.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207 | 6 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160,000 | 4,616 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 50 | 1 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 108,786 | 3,138 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 133,092 | 3,840 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 210 | 536.36 | 6 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,673 | 280 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 130,833 | 3,775 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9,836 | 284 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 38,195 | 1,102 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 329 | 0.00 | 9 | 28.57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,940 | 200 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,647 | 307 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 8,212 | 237 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 88,786 | 2,561 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,804 | 1,148 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 41,400 | 1,194 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,200 | 237 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,568 | 2,151 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 107 | 3 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 121,771 | 3,513 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 82,084 | 2,368 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 261,510 | 7,545 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 6,947 | 200 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 70,363 | 2,030 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 89,622 | 2,586 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 391,384 | 11,291 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7,361 | 212 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7,512 | 217 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 28,012 | 808 | ||||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 44,201 | 778.57 | 1,275 | 1,059.09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,095 | 205 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 60,443 | 1,744 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 31,299 | 903 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 16,801 | 485 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 34,494 | 995 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78,136 | 2,254 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 111,948 | 3,230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15,809 | 456 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 72,786 | 2,100 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 924,155 | 26,662 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26,084 | 753 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,644 | 278 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 7,194 | 208 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,401 | 127 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 900 | 26 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 74,676 | 2,154 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 170 | 0.00 | 5 | 33.33 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60,182 | 1,738 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,165 | 21,550.00 | 62 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13,609 | 393 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 173,657 | 5,010 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1,063,208 | 30,674 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 54,052 | 1,559 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49,519 | 1,429 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,316 | 67 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 39,634 | 1,143 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,954 | 720 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 827 | 0 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9,013 | 260 | ||||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29,340 | 828 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141,420 | 4,080 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11,391 | 329 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 22,633 | 653 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 790,720 | 22,812 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 13,292 | 383 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 66,507 | 1,919 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,918 | 315 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13,047 | 376 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,150,453 | 33,191 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 147,504 | 4,255 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13,624 | 393 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,509 | 0.00 | 44 | 30.30 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 50,665 | 1,453 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19,696 | 615 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,593,595 | 2,433.77 | 219,075 | 3,239.56 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63,888 | 1,843 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 658,567 | 19,000 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 50,898 | 1,468 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 107,993 | 3,116 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 871,685 | 25,148 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27,255 | 786 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,677 | 3,857 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 27,408 | 791 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 101,984 | 2,942 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 6,982 | 213 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 14,277 | 412 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 17,126 | 492 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29,301 | 845 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 49,681 | 1,433 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 115,742 | 3,339 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 35 | 1 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 57,262 | 1,652 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 253,799 | 7,322 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,754 | 426 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11,393 | 354 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32,411 | 33.32 | 989 | 80.62 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 63,541 | 1,833 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 57,660 | 1,669 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,189,223 | 63,159 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116,850 | 3,371 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35,218 | 1,016 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 156,642 | 4,933 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40,259 | 1,161 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 654 | 0.00 | 19 | 28.57 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 57,390 | 1,656 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193,875 | 5,593 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 51,763 | 1,493 |
