Mga Batayang Estadistika
| Pemilik Institusional | 180 total, 180 long only, 0 short only, 0 long/short - change of 7.14% MRQ |
| Alokasi Portofolio Rata-rata | 0.3770 % - change of -16.19% MRQ |
| Saham Institusional (Jangka Panjang) | 30,321,046 (ex 13D/G) - change of 0.46MM shares 1.55% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 664,398 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco BulletShares 2026 High Yield Corporate Bond ETF (US:BSJQ) memiliki 180 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 30,321,046 saham. Pemegang saham terbesar meliputi UBS Group AG, Mirador Capital Partners LP, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Cetera Investment Advisers, Ashton Thomas Private Wealth, LLC, Wells Fargo & Company/mn, Jaffetilchin Investment Partners, LLC, and Legacy Financial Group LLC .
Struktur kepemilikan institusional Invesco BulletShares 2026 High Yield Corporate Bond ETF (NasdaqGM:BSJQ) 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 23.46 / share. Previously, on September 9, 2024, the share price was 23.40 / share. This represents an increase of 0.26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 57,375 | 4.34 | 1,339 | 4.94 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 15,572 | 10.83 | 363 | 11.69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 568,763 | 0.32 | 13,269 | 0.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,952 | 302 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 286 | 0.00 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80,185 | 4.09 | 1,871 | 4.70 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 177,751 | -8.28 | 4,147 | -7.74 | ||||
| 2025-05-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 54,485 | 0.23 | 1,271 | 0.87 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 11,771 | -3.29 | 275 | -2.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 683,504 | -0.53 | 15,946 | 0.07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 28,665 | 1.02 | 669 | 1.67 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 100,717 | 29.95 | 2,349 | 30.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,013 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 50,612 | 2.45 | 1,181 | 3.06 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,353,088 | -3.26 | 31,568 | -2.68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,047 | 24 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,021 | 0.00 | 47 | 2.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 547,041 | 57.10 | 12,763 | 58.06 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 372,870 | 8,699 | ||||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,979 | 3.89 | 209 | 4.50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 106,229 | 41.00 | 2,478 | 41.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,230 | -12.93 | 1 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 12,725 | -46.12 | 297 | -45.70 | ||||
| 2025-07-24 | 13F | Eastern Bank | 313 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 166,255 | 4.51 | 3,879 | 5.12 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17,357 | 2.80 | 405 | 3.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,809 | 0.00 | 89 | 0.00 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 20,500 | 0.00 | 475 | 0.00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,955 | -8.99 | 210 | -8.33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29,869 | 697 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 422,336 | 15.29 | 9,853 | 15.99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,751 | -9.21 | 204 | -8.52 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 37,449 | 874 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29,635 | -6.47 | 691 | -5.86 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 93,928 | 1.17 | 2,191 | 1.76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 53,655 | -33.20 | 1,252 | -32.81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,296 | 3.17 | 380 | 3.83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,356 | 2.42 | 755 | 3.01 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 20,907 | 8.23 | 488 | 8.95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 161,951 | 2.61 | 3,778 | 3.22 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 40,397 | 0.58 | 1 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 12,410 | 0.00 | 290 | 0.70 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 25,258 | 3.33 | 589 | 4.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,450 | 10.79 | 244 | 11.47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,522,131 | -3.69 | 35,511 | -3.11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 416 | 10 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 25,719 | 0.59 | 600 | 1.35 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 112,815 | 1.80 | 2,632 | 2.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,331,214 | 3.80 | 54,387 | 4.42 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 275,372 | 6,424 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 19,691 | -16.06 | 459 | -15.62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,284 | 27.52 | 147 | 28.07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37,579 | -7.65 | 877 | -7.10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8,340 | 0.00 | 195 | 0.52 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 343,851 | 2.74 | 8,022 | 3.36 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236,273 | 2.34 | 5,512 | 2.97 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15,300 | -5.69 | 357 | -5.32 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16,687 | -6.44 | 389 | -6.04 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 284,051 | 22.05 | 6,627 | 22.77 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 466,126 | 0.00 | 10,809 | 0.00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 42,049 | 0.00 | 982 | 1.87 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 45,180 | 4.50 | 1,054 | 5.19 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 23,818 | 557 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 21,009 | 2.78 | 490 | 3.59 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 45,879 | 3.40 | 1,070 | 4.09 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 329,478 | 34.54 | 7,687 | 35.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,796 | 0.00 | 65 | 0.00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2,000 | 210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 62,655 | -4.25 | 1,462 | -3.69 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 30,795 | -4.24 | 718 | -3.62 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 24,402 | -27.15 | 569 | -26.68 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 59,268 | 70.31 | 1,381 | 70.70 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 282,006 | 4.47 | 6,574 | 4.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152,060 | 12.04 | 3,545 | 12.68 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 17,000 | 0.00 | 397 | 0.51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151,659 | 7.08 | 3,538 | 7.73 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 24,586 | -95.70 | 574 | -95.68 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,950 | 92 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 49,615 | -6.01 | 1,158 | -3.42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 87 | 2 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 9,469 | 0.00 | 221 | 0.46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 57,935 | 11.68 | 1,352 | 12.30 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 236,040 | -2.69 | 5,507 | -2.12 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,810 | 2,029.41 | 42 | 4,100.00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1,000 | 0.00 | 23 | 0.00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 129 | -25.86 | 3 | -25.00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 101 | 0.00 | 2 | 0.00 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 722,580 | -4.74 | 16,858 | -4.17 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 85,535 | 117.47 | 1,996 | 118.75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54,233 | -0.44 | 1,265 | 0.16 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,075,834 | 29.65 | 48,429 | 30.43 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 210,756 | 6.22 | 4,917 | 6.85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,713 | 94.42 | 227 | 96.52 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 94,964 | -0.01 | 2,216 | 0.59 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,510 | 0.00 | 129 | 0.79 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 33,783 | 168.61 | 1 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 484,033 | 49.79 | 11,292 | 50.70 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 33,136 | 2.88 | 773 | 3.62 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,867 | 23.10 | 417 | 23.81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 167,926 | 3,918 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29,496 | 688 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 22,250 | 0.00 | 519 | 0.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 49,890 | 27.13 | 1,164 | 27.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51,876 | 0.37 | 1,203 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19,042 | -14.95 | 444 | -14.45 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21,015 | -4.35 | 490 | -3.73 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 34,827 | -5.37 | 813 | -4.81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 87,631 | -46.28 | 2,045 | -45.94 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 61,696 | 0.18 | 1,439 | 0.77 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 8,032 | -2.81 | 187 | -2.09 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1,227 | 0.00 | 29 | 0.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 139,695 | 7.35 | 3,259 | 8.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29,724 | 693 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 20,384 | 29.35 | 476 | 30.14 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 146,828 | 1.88 | 3,425 | 2.48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37,637 | -15.96 | 879 | -15.41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14,633 | -3.28 | 341 | -2.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 104,904 | -65.54 | 2,447 | -65.34 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 70,627 | 2.68 | 1,648 | 3.26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,052,414 | -0.64 | 24,553 | -0.04 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 9,967 | 0 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 170,492 | -7.25 | 3,978 | -6.69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,684 | -77.92 | 366 | -77.84 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 316,978 | -2.63 | 7,395 | -2.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 439,721 | -10.85 | 10 | -9.09 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 159,685 | 5.29 | 3,725 | 5.91 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 20,993 | -3.05 | 490 | -2.59 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 26,153 | -11.52 | 610 | -10.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 282,299 | 13.56 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 488,549 | 2,185.72 | 11 | |||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 50,740 | 1.10 | 1,184 | 1.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,299 | 41.85 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 568 | 175.73 | 13 | 225.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,997 | -92.92 | 443 | -92.88 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 72,794 | 4.53 | 1,698 | 5.20 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,200 | 0.00 | 51 | 0.00 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,637 | 21.50 | 248 | 22.17 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 70,807 | -0.37 | 1,652 | 0.18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1,082,054 | -3.68 | 25,244 | -3.10 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 252,279 | 5,886 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 46,168 | 0.00 | 1,077 | 0.65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 347,693 | -3.06 | 8,112 | -2.48 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11,619 | -74.02 | 271 | -73.87 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,783 | 0.00 | 42 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 373,124 | 8,705 | ||||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 127,384 | -10.88 | 2,982 | -9.47 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 7,266 | -1.77 | 170 | -1.17 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2,570 | 60 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 823,523 | 1.10 | 19,213 | 1.71 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40,476 | -7.47 | 944 | -6.90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 97,070 | 5.44 | 2,265 | 6.09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 52,787 | 0.00 | 1,232 | 0.98 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 484 | 1.68 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 422,772 | 0.81 | 9,863 | 1.42 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 8,988 | -1.44 | 210 | -0.95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 138,964 | 86.56 | 3,242 | 87.72 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 17,839 | 1.54 | 416 | 2.21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 196,528 | 7.29 | 4,585 | 7.55 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 63,678 | 38.04 | 1,486 | 38.91 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 150,244 | 7.23 | 3,505 | 7.88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 105,806 | -5.85 | 2,468 | -5.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,558,291 | -28.13 | 36,355 | -27.69 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 63,468 | -5.98 | 1,481 | -5.43 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57,422 | -1.91 | 1,340 | -1.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 246,486 | 4.66 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,507,539 | 23.57 | 35,171 | 24.32 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99,520 | 0.26 | 2,322 | 0.87 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 400 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 328,992 | 20.78 | 7,675 | 21.52 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 273 | 0.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 47,316 | 42.69 | 1,104 | 43.62 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 144,281 | 29.38 | 3,366 | 30.16 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 645 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 55,679 | 1,299 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,887 | -0.47 | 324 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 328,423 | -2.00 | 7,662 | -1.40 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,021 | 0.00 | 47 | 2.17 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 177,493 | -11.08 | 4,141 | -10.56 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 18,946 | 441 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 220,261 | 4.77 | 5 | 25.00 |
