Mga Batayang Estadistika
| Pemilik Institusional | 288 total, 288 long only, 0 short only, 0 long/short - change of 2.85% MRQ |
| Alokasi Portofolio Rata-rata | 1.0160 % - change of 5.42% MRQ |
| Saham Institusional (Jangka Panjang) | 24,809,346 (ex 13D/G) - change of 0.27MM shares 1.08% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,155,300 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF (US:BILS) memiliki 288 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 24,809,346 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Cwm, Llc, Bank Of America Corp /de/, Ameriprise Financial Inc, Miller Investment Management, LP, Sargent Investment Group, LLC, Bell Bank, Royal Bank Of Canada, Envestnet Asset Management Inc, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF (ARCA:BILS) 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 5, 2025 is 99.29 / share. Previously, on September 6, 2024, the share price was 99.22 / share. This represents an increase of 0.07% 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 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
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hrt Financial Lp | 53,600 | 5 | ||||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 1,108,066 | 0.03 | 110,175 | -0.03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,744 | 29.19 | 1,963 | 29.14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2,111 | 210 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,104 | 8.25 | 1,502 | 8.14 | ||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 2,829 | -2.04 | 281 | -2.09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13,835 | 28.93 | 1,376 | 28.87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25,589 | 319,762.50 | 2,544 | |||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 2,369 | -5.24 | 236 | -5.24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,895 | 7.81 | 2,774 | 7.73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 800 | 80 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 4,171 | 415 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 11,973 | -33.89 | 1,190 | -33.93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 488,069 | 24.31 | 48,529 | 24.24 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 120,402 | 2.04 | 11,972 | 1.98 | ||||
| 2025-04-15 | 13F | Collier Financial | 12,432 | 4.61 | 1,237 | 4.92 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 15,595 | -10.00 | 1,551 | -10.04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,870 | 130.25 | 1,081 | 130.28 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 117,034 | -2.93 | 11,634 | -2.92 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 9,475 | 0.00 | 942 | 0.00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 22,830 | 2,270 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,494 | -5.68 | 149 | -5.73 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 35,706 | -0.88 | 3,550 | -0.92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,002 | 10.44 | 1,193 | 10.36 | ||||
| 2025-07-11 | 13F | Bell Bank | 530,257 | -14.22 | 52,723 | -14.27 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 8,000 | 0.00 | 795 | 0.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3,823 | 380 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21,354 | -0.36 | 2,123 | -0.42 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 52,178 | 5,188 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,426 | 30.97 | 6 | 50.00 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2,119 | 211 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,085 | -75.92 | 307 | -75.98 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 2,888 | 0.00 | 287 | 0.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 19,281 | -1.57 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2,168 | 216 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4,707 | 0.00 | 468 | 0.00 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 50,000 | 4,972 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4,395 | 437 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,845 | -67.04 | 382 | -67.07 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 11,594 | 22.16 | 1,153 | 22.03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 49,550 | -19.11 | 4,927 | -19.17 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 25,810 | -40.37 | 2,566 | -40.41 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 294,974 | -50.05 | 29,329 | -50.08 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13,121 | 2.36 | 1,305 | 2.27 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2,325 | -32.22 | 231 | -32.26 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 250,650 | 28.60 | 24,922 | 28.53 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 17,864 | -3.81 | 1,776 | -3.84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32,190 | -36.03 | 3,201 | -35.92 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8,995 | -7.51 | 894 | -7.55 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,377 | 0.00 | 137 | 0.00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,747 | -8.03 | 1,665 | -8.06 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,140 | -15.62 | 213 | -15.87 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 23,522 | 2,339 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 5,363 | -34.80 | 533 | -34.84 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 257,744 | 40.90 | 25,628 | 40.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 218,687 | 26.21 | 21,744 | 26.13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38,768 | 6.06 | 3,857 | 6.43 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 51,843 | 5,155 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 129,678 | -1.12 | 12,894 | -1.18 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,194 | 10.85 | 715 | 10.85 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 126,532 | 15.44 | 12,581 | 15.38 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,200 | -0.90 | 219 | -0.91 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4,909 | 488 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 46,655 | 14.33 | 4,639 | 14.26 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 80,409 | 2,118.18 | 7,995 | 2,120.83 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 61,864 | 200.47 | 6,151 | 200.34 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 34,357 | -58.24 | 3,416 | -58.27 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 41,071 | -1.53 | 4,084 | -1.59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,398,948 | -1.69 | 139,097 | -1.75 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 266,033 | 61.97 | 26,452 | 61.87 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,829 | 9.78 | 1,474 | 9.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33,748 | 107.41 | 3,356 | 107.35 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30,414 | -2.22 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 47,906 | 25.06 | 4,763 | 24.98 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 46,013 | -59.26 | 4,575 | -59.29 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4,311 | 6.84 | 429 | 6.73 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20,229 | 6.31 | 2,011 | 6.23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 629 | 0.00 | 63 | 0.00 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 127,671 | -7.36 | 12,694 | -7.42 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11,112 | 6.15 | 1,105 | 6.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 142,431 | 37.25 | 14,162 | 37.17 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 21,786 | -57.34 | 2,166 | -57.37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21,126 | 1.57 | 2,101 | 1.50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 123,761 | 36.38 | 12,303 | 36.28 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 143,702 | 3.64 | 14,290 | 3.61 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 69,739 | 6,915 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 25,313 | 27.64 | 2,517 | 27.52 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 59,648 | -8.32 | 5,931 | -8.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41,168 | 0.43 | 4,093 | 0.37 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 42,148 | 21.49 | 4,191 | 21.41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53,384 | 54.36 | 5,308 | 54.30 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 178 | 0.00 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 229,093 | 72.76 | 22,779 | 72.65 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 33,732 | 99.73 | 3,354 | 99.58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28,461 | 8.52 | 2,830 | 8.81 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,024 | 0.00 | 201 | 0.00 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40,007 | 101.82 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8,622 | -1.38 | 857 | -1.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51,347 | 18.46 | 5,105 | 18.39 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 35,183 | -46.26 | 3,498 | -46.11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,824 | 1,084.57 | 4,457 | 1,085.11 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11,401 | 393.34 | 1,134 | 394.76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 852 | 0.00 | 85 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,500 | 0.00 | 249 | 0.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 56,469 | -0.70 | 5,618 | -0.35 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 75,902 | 98.86 | 7,547 | 98.74 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,133,420 | 32.23 | 112,749 | 32.30 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 2,939 | -11.66 | 292 | -11.52 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 44,286 | 10.73 | 4,403 | 10.68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8,763 | 7.01 | 871 | 7.00 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 3,259 | -2.04 | 324 | -2.11 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82,190 | 110.15 | 8,172 | 110.02 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 426 | 123.04 | 42 | 133.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61,041 | 23.94 | 6,069 | 23.86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18,827 | -20.02 | 1,872 | -20.11 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 3,364 | 334 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 3,420 | 47.16 | 340 | 47.19 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 4,749 | -5.79 | 472 | -5.79 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2,924 | 291 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,275 | 38.13 | 326 | 38.30 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35,020 | -38.88 | 3,482 | -38.91 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 80,546 | 24.49 | 8,009 | 24.41 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 534 | 2.10 | 53 | 1.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 463,841 | 2.68 | 46 | 4.55 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 112,105 | -4.20 | 11,147 | -4.26 | ||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 352 | 590.20 | 35 | 580.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,128 | -69.47 | 212 | -69.55 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 3,122 | 0.00 | 310 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26,153 | 2,600 | ||||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 12,858 | -13.18 | 1,278 | -13.24 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 76,339 | 7,590 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 255,113 | 88.30 | 25,366 | 88.18 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 111,071 | 7.51 | 11,044 | 7.45 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 63,010 | -13.33 | 6,265 | -13.37 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8,449 | 840 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18,822 | 1,871 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 70,141 | 116.71 | 6,974 | 116.58 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 104,490 | -23.15 | 10,389 | -23.20 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,790 | 377 | ||||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,000 | 0.00 | 99 | 0.00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 377 | -99.77 | 38 | -99.78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12,536 | 2.28 | 1,246 | 2.21 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4,405 | -13.13 | 438 | -13.10 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 4,502 | -13.12 | 448 | -13.20 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 75,347 | 763.87 | 7,496 | 763.59 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9,968 | 5.51 | 991 | 5.54 | ||||
| 2025-05-06 | 13F | Kelman-Lazarov, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 22,980 | 0.26 | 2,285 | 0.18 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 71,734 | 51.17 | 7,133 | 51.07 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 108,203 | 20.09 | 10,759 | 20.01 | ||||
| 2025-04-14 | 13F | NavPoint Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 16,529 | -6.56 | 1,643 | -6.59 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 120,750 | -3.38 | 12,006 | -3.43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 126,120 | 82.75 | 12,540 | 82.64 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 6,257 | -19.71 | 622 | -19.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 23,369 | -8.05 | 2,324 | -8.11 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25,122 | 0.00 | 2,498 | -0.08 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,500 | 35.37 | 547 | 35.15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,753 | 1.52 | 1,169 | 1.48 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 7,666 | -51.12 | 762 | -51.15 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 11,930 | 78.41 | 1,186 | 78.35 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 10,300 | 51.47 | 1,024 | 51.48 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 9,490 | 56.09 | 944 | 56.13 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5,588 | -15.56 | 556 | -15.65 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 600,218 | 3.32 | 59,548 | 3.03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129,475 | 19.43 | 12,874 | 19.36 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 3,180 | -16.62 | 316 | -16.62 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,000 | 99 | ||||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,469 | -11.45 | 146 | -11.59 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,682 | 56.61 | 366 | 57.08 | ||||
| 2025-04-29 | 13F | Checchi Capital Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Novem Group | 2,322 | -24.27 | 231 | -24.59 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 49,727 | 116.10 | 4,944 | 115.99 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 79,190 | 8.62 | 7,874 | 8.55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51,855 | 5,156 | ||||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 9,935 | 7.22 | 988 | 7.17 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 85,941 | -8.70 | 8,545 | -8.76 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 274,348 | 2.36 | 27 | 3.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,031 | 1.65 | 202 | 1.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478,109 | 19.29 | 47,538 | 19.21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,464 | 14.19 | 542 | 13.66 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 45 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 181,239 | 7.43 | 18,021 | 7.37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 172,723 | 13.51 | 17,174 | 13.44 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25,554 | -3.57 | 2,541 | -3.64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18,199 | 8.87 | 1,810 | 8.78 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 38 | 0.00 | 4 | 0.00 | ||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8,658 | -80.13 | 861 | -80.16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 2,547 | 0.00 | 253 | 0.00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8,686 | -13.88 | 864 | -13.96 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 30,838 | 0.98 | 3,067 | 0.92 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 7,955 | -80.87 | 791 | -80.90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 403,026 | 8.38 | 40,073 | 8.31 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,933 | 192 | ||||||
| 2025-07-22 | 13F | Legacy CG, LLC | 2,292 | -37.45 | 228 | -37.64 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 46,579 | -25.28 | 4,631 | -25.06 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 400 | 40 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4,111 | 6.97 | 409 | 6.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 52,618 | 3.96 | 5,232 | 3.89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,072 | -2.16 | 703 | -2.23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 49,095 | 4,882 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16,277 | -26.02 | 1,618 | -26.08 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8,314 | -4.03 | 827 | -3.84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,975 | 8.03 | 495 | 7.86 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 7,209 | -3.49 | 717 | -3.63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 7,064 | 19.45 | 702 | 19.39 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 91,438 | 7.98 | 9,092 | 7.92 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 59,276 | 34.17 | 5,894 | 34.08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 433,925 | -24.63 | 43,148 | -24.67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,100 | -19.83 | 109 | -19.85 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,258 | 423 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 8,379 | -76.60 | 833 | -69.48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 107,823 | -2.97 | 10,721 | -3.03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 68,131 | -7.86 | 7 | -14.29 | ||||
| 2025-05-02 | 13F | Lokken Investment Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 13,765 | -6.82 | 1,369 | -6.88 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 42,638 | -1.77 | 4,240 | -1.83 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 93,772 | -11.57 | 9,324 | -11.62 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 73,464 | 106.38 | 7,305 | 106.27 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 164,099 | -73.08 | 16,316 | -73.03 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6,671 | 139.28 | 663 | 138.99 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 4,635 | -35.04 | 461 | -35.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75,765 | -7.88 | 7,533 | -7.72 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 209,539 | -7.07 | 20,834 | -7.12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,152 | 0.00 | 115 | 0.00 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 65,886 | -16.89 | 6,551 | -16.79 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 39,662 | -28.38 | 3,944 | -28.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64,628 | -1.82 | 6,426 | -1.88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3,950 | -11.24 | 393 | -11.31 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 198,943 | 1.29 | 19,781 | 1.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,222 | -47.84 | 2,011 | -47.89 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,316 | 0 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 9,811 | 976 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,003 | -52.43 | 497 | -52.49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 75,373 | 118.00 | 7,494 | 117.91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,875,910 | -7.48 | 187 | -7.46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,276,982 | 14.16 | 325,830 | 14.09 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ndwm Llc | 140,079 | -16.54 | 13,928 | -16.58 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 174,125 | 169.14 | 17,313 | 169.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,306 | 0.00 | 925 | 0.00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 458,535 | 7.32 | 45,592 | 7.26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 10,588 | 66.82 | 1,053 | 66.72 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1,791 | -1.65 | 178 | -1.66 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,070 | -70.40 | 206 | -70.50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10,224 | 2,034.45 | 1,017 | 2,061.70 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23,825 | 75.77 | 2,369 | 75.67 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 5,705 | -94.33 | 567 | -94.33 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,160 | -12.42 | 513 | -12.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16,174 | -8.08 | 1,608 | -8.11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,844 | 51.05 | 680 | 51.11 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 10,435 | -5.27 | 1,038 | -5.30 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 14,329 | 297.26 | 1,425 | 297.77 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 5,125 | 0.00 | 510 | 0.20 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,533 | -10.82 | 451 | -10.89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 46,544 | 7.93 | 4,628 | 7.86 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 2,133 | -2.42 | 212 | -2.30 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2,970 | 295 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12,788 | 37.64 | 1,272 | 37.55 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4,483 | -56.17 | 446 | -56.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 106,711 | 298.61 | 10,610 | 298.42 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 448,581 | 63.54 | 44,602 | 63.44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 20,715 | 0.06 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 37,703 | 3,749 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,704 | -12.98 | 2,648 | -13.30 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2,715 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,063 | 6.14 | 404 | 6.05 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 26,384 | 80.66 | 2,623 | 80.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 216,762 | 58.14 | 22 | 61.54 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2,445 | 243 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 376,756 | 0.14 | 37,461 | 0.08 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6,425 | 639 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 120,933 | 1.19 | 12,024 | 1.14 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 44,841 | 4,459 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 96,355 | 9.12 | 9,581 | 9.06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 297,399 | -39.69 | 29,570 | -39.73 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9,015 | -13.39 | 896 | -13.43 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 2,339 | -22.40 | 233 | -22.41 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 8,496 | -16.20 | 845 | -16.27 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 17,686 | -2.02 | 1,759 | -2.12 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 420 | -20.75 | 42 | -21.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46,932 | 18.06 | 4,666 | 18.01 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 46,343 | -19.57 | 4,608 | -19.63 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 19,286 | 3.40 | 1,915 | 3.52 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 44,841 | 4,459 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1,008 | -55.56 | 100 | -55.56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 88,368 | 99.53 | 8,786 | 99.41 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 121,631 | 4.24 | 12,094 | 4.17 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 10,763 | -28.16 | 1,070 | -28.19 |
